Civic Intelligence

W Rudolph and Helen Jacobs Carter Charitable Foundation Tr

990PF • Fiscal year 2015 • EIN 20-6062344

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 22, 2016

Organization Profile
Post Office Box 1465Wilson, NC 27894-1465

(252) 246-4932

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

8th percentile

-78%

Higher net margin than 8% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

31st percentile

-3.4%

Faster asset growth than 31% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-64%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$812,816

Down $28,451 (-3.4%) from 2014

Net Assets

Down

$812,816

Down $28,451 (-3.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin8th percentile

Revenue

Down

$35,084

Down $63,306 (-64%) from 2014

Expenses

Down

$62,371

Down $1,434 (-2.2%) from 2014

Net Income

Down

-$27,287

Down $61,872 (-179%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

2015

Assets$812,816
Liabilities$0
Net Assets$812,816
Open 2015 Filing

Operations Trend

Revenue Growth5th percentile

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

2015

Revenue$35,084
Expenses$62,371
Net Income-$27,287
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 22, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

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

Filer

Filer Name
Carter Charitable Foundation Trust
EIN
20-6062344
Phone
2522464932
Address
POST OFFICE BOX 1465, WILSON, NC 27894-1465

Signing Officer

Name
Branch Banking Trust Co
Title
Trustee
Phone
2522464932
Signed
2016-04-22

Preparer

Firm
Brodie Summers & Wilkes Cpas Llp
Address
PO BOX 584, ORANGEBURG, SC 29116-0584
Preparer
Heather D Rhinehart
Phone
8035366866
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PHILLIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54PHILLIPS 66 COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55PIMCO COMMODITY REAL RETURN STRATEGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56POTASH CORP OF SASKATCHEWAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59SPDR GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SPECTRA ENERGY CORP COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61STERLING CAPITAL L/S EQUITY - INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62STERLING CAPITAL SMALL VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63THE COCA COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64THE TRAVELERS COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65TIME WARNER CABLE INC COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66UNILEVER PLC-SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67UNITED PARCEL SERVICES B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70WALMART STORES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71WASTE MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73BAXALTA INC COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74DUNKIN BRANDS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75HOST MARRIOTT CORP NEW COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76IBM CORP INTERNATIONAL BUSINESS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SCOTTS CO CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SEAGATE TECHNOLOGY
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0233
IRS990PF/FMVAssetsEOYAmt0877221
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0850214
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRANCH BANKING TRUST CO
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$812,816
Liabilities
$0
Net assets
$812,816
Revenue
$35,084
Expenses
$62,371
Net income
-$27,287
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