Civic Intelligence

Verna F Warren Trust C/O Franklin Street Trust Company

990PF • Fiscal year 2016 • EIN 25-6904818

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 29, 2017

Organization Profile
1450 Raleigh Road No 300Chapel Hill, NC 27517

(919) 489-2600

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.00x

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

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Net Margin

33rd percentile

-64%

Higher net margin than 33% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

89th percentile

$10,208

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 27.4% of source-year revenue.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Asset Growth

41st percentile

-2.2%

Faster asset growth than 41% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-26%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$1,041,465

Down $23,693 (-2.2%) from 2015

Net Assets

Down

$1,041,465

Down $23,693 (-2.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin33rd percentile

Revenue

Down

$37,188

Down $12,862 (-26%) from 2015

Expenses

Up

$60,982

Up $4,796 (+8.5%) from 2015

Net Income

Down

-$23,794

Down $17,658 (-288%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,036,770Liabilities 2012: $0Net Assets 2012: $1,036,7702012Assets 2013: $1,043,242Liabilities 2013: $0Net Assets 2013: $1,043,2422013Assets 2014: $1,071,294Liabilities 2014: $0Net Assets 2014: $1,071,2942014Assets 2015: $1,065,158Liabilities 2015: $0Net Assets 2015: $1,065,1582015Assets 2016: $1,041,465Liabilities 2016: $0Net Assets 2016: $1,041,4652016Assets 2017: $1,045,894Liabilities 2017: $0Net Assets 2017: $1,045,8942017Assets 2018: $996,877Liabilities 2018: $0Net Assets 2018: $996,8772018Assets 2019: $980,378Liabilities 2019: $0Net Assets 2019: $980,3782019Assets 2020: $967,028Liabilities 2020: $0Net Assets 2020: $967,0282020Assets 2021: $996,593Liabilities 2021: $0Net Assets 2021: $996,5932021Assets 2022: $942,637Liabilities 2022: $0Net Assets 2022: $942,6372022Assets 2024: $911,098Liabilities 2024: $0Net Assets 2024: $911,0982024

Highlighted filing

2016

Assets$1,041,465
Liabilities$0
Net Assets$1,041,465
Open 2016 Filing

Operations Trend

Revenue Growth36th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2012: $31,7172012Revenue 2013: $48,433Expenses 2013: $41,961Net Income 2013: $6,4722013Revenue 2014: $97,699Expenses 2014: $69,705Net Income 2014: $27,9942014Revenue 2015: $50,050Expenses 2015: $56,186Net Income 2015: -$6,1362015Revenue 2016: $37,188Expenses 2016: $60,982Net Income 2016: -$23,7942016Revenue 2017: $37,314Expenses 2017: $34,473Net Income 2017: $2,8412017Revenue 2018: $78,315Expenses 2018: $128,382Net Income 2018: -$50,0672018Revenue 2019: $49,434Expenses 2019: $67,619Net Income 2019: -$18,1852019Revenue 2020: $48,487Expenses 2020: $61,837Net Income 2020: -$13,3502020Revenue 2021: $96,759Expenses 2021: $68,072Net Income 2021: $28,6872021Revenue 2022: $22,823Expenses 2022: $77,730Net Income 2022: -$54,9072022Revenue 2024: $75,682Expenses 2024: $66,274Net Income 2024: $9,4082024

Highlighted filing

2016

Revenue$37,188
Expenses$60,982
Net Income-$23,794
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 29, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANKLIN STREET TRUST COMPANYTrusteePT$10,208-$10,208
Filing and Contact Details

Filer

Filer Name
Verna F Warren Trust
EIN
25-6904818
Phone
9194892600
Address
1450 RALEIGH ROAD NO 300, CHAPEL HILL, NC 27517

Signing Officer

Name
Kate Bacon
Title
Trustee
Phone
9194892600
Signed
2017-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Blackman & Sloop Cpas Pa
Address
1414 RALEIGH RD SUITE 300, CHAPEL HILL, NC 27517
Preparer
Robin Mcduffie
Phone
9199428700
Raw XML Appendix307 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028138
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt048407
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0525
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt048407
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt051673
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt048932
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt051148
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt048407
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01149
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS IN TRANSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01143
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01143
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0101
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTIONS
TaxesSchedule/TaxesDetail/Amt0207
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0207
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATE BACON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09194892600
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VERNA F WARREN TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FRANKLIN STREET TRUST COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0VERN
ReturnHeader/Filer/EIN0256904818
ReturnHeader/Filer/PhoneNum09194892600
ReturnHeader/Filer/USAddress/AddressLine1Txt01450 RALEIGH ROAD NO 300
ReturnHeader/Filer/USAddress/CityNm0CHAPEL HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027517
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03D335856BC49A47FA078DB5E9EF007EA8D05F8B2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A4D3C29349A4A1366A669DF1AE538ED671D74581
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt045.20.211.129
ReturnHeader/FilingSecurityInformation/IPDt02017-06-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:23:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561304727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLACKMAN & SLOOP CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01414 RALEIGH RD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHAPEL HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027517
ReturnHeader/PreparerPersonGrp/PhoneNum09199428700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBIN MCDUFFIE
ReturnHeader/ReturnTs02017-07-12T10:38:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,041,465
Liabilities
$0
Net assets
$1,041,465
Revenue
$37,188
Expenses
$60,982
Net income
-$23,794
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.08$0.07$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.02$0.08$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.10$0.07$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.05$0.06$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.05$0.07$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.08$0.13$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.04$0.03$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.04$0.06$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.05$0.06$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.10$0.07$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.04$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.03