Civic Intelligence

The United Way of Davidson County Foundation Inc

990EZ • Fiscal year 2017 • EIN 20-8285901

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 11, 2018

Organization ProfileN/A
PO Box 492Lexington, NC 27293-0492

(336) 249-2532

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2017 filings • NTEE T30 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.00x

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

2017 filings • NTEE T30 • <$500k nonprofits • Source year 2017

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2017

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2017 filings • NTEE T30 • <$500k nonprofits • Source year 2017

Asset Growth

43rd percentile

0.3%

Faster asset growth than 43% of similar nonprofits.

2017 filings • NTEE T30 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

457%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • NTEE T30 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$59,796

Up $167 (+0.3%) from 2016

Net Assets

$59,796

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue72nd percentileNet MarginScore unavailable

Revenue

Up

$167

Up $137 (+457%) from 2016

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$400K$300K$200K$100K$0Assets 2011: $59,459Liabilities 2011: $02011Assets 2012: $59,509Liabilities 2012: $02012Assets 2013: $59,539Liabilities 2013: $0Net Assets 2013: $59,5392013Assets 2014: $59,569Liabilities 2014: $0Net Assets 2014: $59,5692014Assets 2015: $59,599Liabilities 2015: $0Net Assets 2015: $59,5992015Assets 2016: $59,629Liabilities 2016: $02016Assets 2017: $59,796Liabilities 2017: $0Net Assets 2017: $59,7962017Assets 2018: $60,173Liabilities 2018: $0Net Assets 2018: $60,1732018Assets 2019: $60,686Liabilities 2019: $02019Assets 2020: $61,005Liabilities 2020: $0Net Assets 2020: $61,0052020Assets 2021: $61,072Liabilities 2021: $0Net Assets 2021: $61,0722021Assets 2022: $61,263Liabilities 2022: $0Net Assets 2022: $61,2632022Assets 2023: $63,035Liabilities 2023: $02023Assets 2024: $311,151Liabilities 2024: $0Net Assets 2024: $311,1512024

Highlighted filing

2017

Assets$59,796
Liabilities$0
Net Assets$59,796
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$300K$200K$100K$0Revenue 2011: $59Expenses 2011: $0Net Income 2011: $592011Revenue 2012: $50Expenses 2012: $0Net Income 2012: $502012Revenue 2013: $302013Revenue 2014: $302014Revenue 2015: $302015Revenue 2016: $30Expenses 2016: $0Net Income 2016: $302016Revenue 2017: $1672017Revenue 2018: $3772018Revenue 2019: $513Expenses 2019: $0Net Income 2019: $5132019Revenue 2020: $3192020Revenue 2021: $672021Revenue 2022: $1912022Revenue 2023: $1,772Expenses 2023: $0Net Income 2023: $1,7722023Revenue 2024: $242,161Expenses 2024: $8,072Net Income 2024: $234,0892024

Highlighted filing

2017

Revenue$167
Expenses-
Net Income-
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 11, 2018
Return Version
2017v2.3
Gross Receipts
$167
Mission and Program Overview

Mission

To promote and cultivate planned giving opportunities. Once the Foundation has grown enough, then the income that is derived from these donations will be used to offset administrative expenses from the United Way of Davidson County so that more campaign dollars can go towards programs and agencies that help people in need.

Program Services

DescriptionGrantsExpenses
Not applicable. No program service accomplishments until funds have reached a specific level.$0$0
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ken CrewsChair-$0--
Celia GossettVice Chair-$0--
Paula TurlingtonSecretary-$0--
Walter HoffmanTreasurer-$0--
Lynette AndersonCampaign Chair-$0--
John ClowneyFund Distribution Chair-$0--
Filing and Contact Details

Filer

Filer Name
The United Way of Davidson County
EIN
20-8285901
Phone
3362492532
Address
PO Box 492, Lexington, NC 27293-0492

Signing Officer

Name
Brittany Pruitt
Title
President
Phone
3362492532
Signed
2018-07-11
Discuss with paid preparer
Yes

Preparer

Firm
Turlington and Company LLP
Address
PO Box 1697, Lexington, NC 27293-1697
Preparer
Gregory A Hedrick
Phone
3362496856
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Interest Income. Amount: 167.”

Raw XML Appendix164 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum03362492532
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lexington
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ken Crews
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Celia Gossett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Paula Turlington
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Walter Hoffman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lynette Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5John Clowney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Campaign Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Fund Distribution Chair
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To promote and cultivate planned giving opportunities. Once the Foundation has grown enough, then the income that is derived from these donations will be used to offset administrative expenses from the United Way of Davidson County so that more campaign dollars can go towards programs and agencies that help people in need.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Not applicable. No program service accomplishments until funds have reached a specific level.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalRevenueAmt0167
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Brittany Pruitt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03362492532
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The United Way of Davidson County
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0208285901
ReturnHeader/Filer/PhoneNum03362492532
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 492
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0272930492
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ReturnHeader/FilingSecurityInformation/IPDt02018-07-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:58:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560817345
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Turlington and Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1697
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lexington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0272931697
ReturnHeader/PreparerPersonGrp/PhoneNum03362496856
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregory A Hedrick
ReturnHeader/ReturnTs02018-07-12T09:28:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,796
Liabilities
$0
Net assets
$59,796
Revenue
$167
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.00$3.11$2.42$0.08$2.34
2023Summary only. Only limited summary data is available for this year.$0.63$0.00$0.02$0.00$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$0.00
2019Summary only. Only limited summary data is available for this year.$0.61$0.00$0.01$0.00$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.00
2016Summary only. Only limited summary data is available for this year.$0.60$0.00$0.00$0.00$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.00
2012Summary only. Only limited summary data is available for this year.$0.60$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.59$0.00$0.00$0.00$0.00