Civic Intelligence

W Rudolph and Helen Jacobs Carter Charitable Foundation Tr

990PF • Fiscal year 2013 • EIN 20-6062344

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 23, 2014

Post Office Box 146527894-1465

(252) 246-4932

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

63rd percentile

5.6%

Faster asset growth than 63% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

89th percentile

90%

Faster revenue growth than 89% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Assets

Up

$806,682

Up $42,728 (+5.6%) from 2012

Net Assets

$806,682

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue

Up

$103,451

Up $48,959 (+90%) from 2012

Expenses

Up

$60,723

Up $888 (+1.5%) from 2012

Net Income

Up

$42,728

Up $48,071 (+900%) from 2012

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $769,297Liabilities 2011: $0Net Assets 2011: $769,2972011Assets 2012: $763,954Liabilities 2012: $12012Assets 2013: $806,682Liabilities 2013: $0Net Assets 2013: $806,6822013Assets 2014: $841,267Liabilities 2014: $0Net Assets 2014: $841,2672014Assets 2015: $812,816Liabilities 2015: $0Net Assets 2015: $812,8162015Assets 2016: $785,197Liabilities 2016: $0Net Assets 2016: $785,1972016Assets 2017: $764,684Liabilities 2017: $0Net Assets 2017: $764,6842017Assets 2018: $768,131Liabilities 2018: $0Net Assets 2018: $768,1312018Assets 2019: $765,698Liabilities 2019: $0Net Assets 2019: $765,6982019Assets 2020: $749,209Liabilities 2020: $0Net Assets 2020: $749,2092020Assets 2021: $911,547Liabilities 2021: $0Net Assets 2021: $911,5472021Assets 2022: $900,547Liabilities 2022: $0Net Assets 2022: $900,5472022Assets 2023: $897,269Liabilities 2023: $0Net Assets 2023: $897,2692023Assets 2024: $875,268Liabilities 2024: $7,696Net Assets 2024: $867,5722024

Highlighted filing

2013

Assets$806,682
Liabilities$0
Net Assets$806,682

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $60,6712011Revenue 2012: $54,492Expenses 2012: $59,835Net Income 2012: -$5,3432012Revenue 2013: $103,451Expenses 2013: $60,723Net Income 2013: $42,7282013Revenue 2014: $98,390Expenses 2014: $63,805Net Income 2014: $34,5852014Revenue 2015: $35,084Expenses 2015: $62,371Net Income 2015: -$27,2872015Revenue 2016: $30,009Expenses 2016: $57,628Net Income 2016: -$27,6192016Revenue 2017: $38,045Expenses 2017: $58,558Net Income 2017: -$20,5132017Revenue 2018: $63,536Expenses 2018: $60,089Net Income 2018: $3,4472018Revenue 2019: $52,270Expenses 2019: $54,703Net Income 2019: -$2,4332019Revenue 2020: $43,588Expenses 2020: $60,077Net Income 2020: -$16,4892020Revenue 2021: $227,186Expenses 2021: $64,848Net Income 2021: $162,3382021Revenue 2022: $54,378Expenses 2022: $65,378Net Income 2022: -$11,0002022Revenue 2023: $7,503Expenses 2023: $10,781Net Income 2023: -$3,2782023Revenue 2024: $61,891Expenses 2024: $91,588Net Income 2024: -$29,6972024

Highlighted filing

2013

Revenue$103,451
Expenses$60,723
Net Income$42,728
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 23, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRANCH BANKING TRUST COTrusteePT$0--
Filing and Contact Details

Filer

EIN
20-6062344
Phone
2522464932

Signing Officer

Name
Bbt - Wealth Management Division
Title
Trustee
Phone
2522464932
Signed
2014-04-23

Preparer

Preparer
Heather D Rhinehart
Phone
8035366866
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MARATHON OIL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MEDTRONIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MONDELEZ INTERNATIONAL INC COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44NOVARTIES A G ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45PALL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47PEARSON PLC SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50PHILLIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51PHILLIPS 66 COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PIMCO COMMODITY REAL RETURN STRATEGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PROCTER AND GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55ROGERS COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57SPDR GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ST JUDE MEDICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59STERLING CAPITAL SMALL VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SUNCOR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61TAIWAN SEMICONDUCTOR MANUFACTURING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62TARGET CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64THE TRAVELERS COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65THE WALT DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VANGUARD TOTAL STOCK MKT VIPERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VODAFONE GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70WALMART STORES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71WASTE MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73WESTCORE SELECT FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74XYLEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75ABBVIE INC COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76ARTISAN MID CAP VALUE 1464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77ARTISAN INTERNATIONAL SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78BAXTER INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79GOLDMAN SACHS GROWTH OPPORTUNITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80KINDER MORGAN INC COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81MAXIM INTEGRATED PRODUCT COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82OCCIDENTAL PETROLEUM CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83POTASH CORP OF SASKATCHEWAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84SPECTRA ENERGY CORP COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85TIME WARNER CABLE INC COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86UNILEVER PLC-SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87UNITED PARCEL SERVICES B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88WELLPOINT INC COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89ACCENTURE PLC CL A
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.75$0.08$8.68$0.62$0.92$0.30
2023Detailed filing. Detailed filing data is available for this year.$8.97$0.00$8.97$0.08$0.11$0.03
2022Detailed filing. Detailed filing data is available for this year.$9.01$0.00$9.01$0.54$0.65$0.11
2021Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$2.27$0.65$1.62
2020Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.44$0.60$0.16
2019Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.52$0.55$0.02
2018Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.64$0.60$0.03
2017Detailed filing. Detailed filing data is available for this year.$7.65$0.00$7.65$0.38$0.59$0.21
2016Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.30$0.58$0.28
2015Detailed filing. Detailed filing data is available for this year.$8.13$0.00$8.13$0.35$0.62$0.27
2014Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$0.98$0.64$0.35
2013Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$1.03$0.61$0.43
2012Summary only. Only limited summary data is available for this year.$7.64$0.00$0.54$0.60$0.05
2011Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.61