Civic Intelligence

Reilly Est William M Decd Tw

990PF • Fiscal year 2015 • EIN 23-6215038

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 26, 2016

Organization Profile
1525 W Wt Harris Blvd D1114-044Charlotte, NC 28262

(215) 670-4226

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$6,283

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 35.7% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

55th percentile

2.5%

Faster asset growth than 55% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-69%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$388,302

Up $9,461 (+2.5%) from 2014

Net Assets

Up

$388,302

Up $9,461 (+2.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin91st percentile

Revenue

Down

$17,605

Down $39,962 (-69%) from 2014

Expenses

Down

$8,731

Down $225,001 (-96%) from 2014

Net Income

Up

$8,874

Up $185,039 (+105%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$600K$400K$200K$0Assets 2010: $455,994Liabilities 2010: $0Net Assets 2010: $455,9942010Assets 2011: $478,509Liabilities 2011: $200,000Net Assets 2011: $278,5092011Assets 2012: $528,105Liabilities 2012: $200,000Net Assets 2012: $328,1052012Assets 2013: $555,326Liabilities 2013: $200,000Net Assets 2013: $355,3262013Assets 2014: $378,841Liabilities 2014: $0Net Assets 2014: $378,8412014Assets 2015: $388,302Liabilities 2015: $0Net Assets 2015: $388,3022015Assets 2016: $376,317Liabilities 2016: $0Net Assets 2016: $376,3172016Assets 2017: $297,182Liabilities 2017: $0Net Assets 2017: $297,1822017Assets 2018: $268,039Liabilities 2018: $0Net Assets 2018: $268,0392018

Highlighted filing

2015

Assets$388,302
Liabilities$0
Net Assets$388,302
Open 2015 Filing

Operations Trend

Revenue Growth6th percentile

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

$400K$200K$0-$200KExpenses 2010: $40,2292010Expenses 2011: $3,4392011Expenses 2012: $17,6752012Revenue 2013: $39,350Expenses 2013: $12,751Net Income 2013: $26,5992013Revenue 2014: $57,567Expenses 2014: $233,732Net Income 2014: -$176,1652014Revenue 2015: $17,605Expenses 2015: $8,731Net Income 2015: $8,8742015Revenue 2016: $9,300Expenses 2016: $21,353Net Income 2016: -$12,0532016Revenue 2017: $11,774Expenses 2017: $89,554Net Income 2017: -$77,7802017Revenue 2018: $13,075Expenses 2018: $42,844Net Income 2018: -$29,7692018

Highlighted filing

2015

Revenue$17,605
Expenses$8,731
Net Income$8,874
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 26, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrusteeFT$6,283-$6,283
Filing and Contact Details

Filer

Filer Name
Reilly Est William M Decd Tw
EIN
23-6215038
Phone
2156704226
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Trustee
Phone
2156704226
Signed
2016-04-26
Raw XML Appendix376 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.

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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt09239
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0401478
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06263
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt020565
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0411300
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WELLS FARGO BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Charlotte
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0282881161
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02571
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02571
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02571
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0123 S BROAD ST 5TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PHILADELPHIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0191091029
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum02156704226
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02571
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020313
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt017742
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05820
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023635
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt017742
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05893
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05820
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05820
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02571
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011713
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029455
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0213
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1351
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MUTUAL FUND POSTING DATE AFTER TYE
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROC BASIS ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01151
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TAX EFFECTIVE DATE BEFORE TYE
TaxesSchedule/TaxesDetail/Amt0347
TaxesSchedule/TaxesDetail/Amt11000
TaxesSchedule/TaxesDetail/Amt263
TaxesSchedule/TaxesDetail/Amt338
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt263
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt338
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0-
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02156704226
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0REILLY EST WILLIAM M DECD TW
ReturnHeader/Filer/BusinessNameControlTxt0REIL
ReturnHeader/Filer/EIN0236215038
ReturnHeader/Filer/PhoneNum02156704226
ReturnHeader/Filer/USAddress/AddressLine1Txt01525 W WT HARRIS BLVD D1114-044
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028262
ReturnHeader/ReturnTs02016-05-09T17:00:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$388,302
Liabilities
$0
Net assets
$388,302
Revenue
$17,605
Expenses
$8,731
Net income
$8,874
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.13$0.43$0.30
2017Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.12$0.90$0.78
2016Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.09$0.21$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.18$0.09$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.58$2.34$1.76
2013Detailed filing. Detailed filing data is available for this year.$5.55$2.00$3.55$0.39$0.13$0.27
2012Detailed filing. Detailed filing data is available for this year.$5.28$2.00$3.28$0.18
2011Detailed filing. Detailed filing data is available for this year.$4.79$2.00$2.79$0.03
2010Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.40