Civic Intelligence

Stocks Family Foundation Inc. Charitable Foundation

990PF • Fiscal year 2014 • EIN 26-1443888

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 28, 2015

3409 Williamsborough CourtRaleigh, NC 27609

(919) 971-3993

Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2014 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

86th percentile

0.00x

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

2014 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2014

Net Margin

23rd percentile

-51%

Higher net margin than 23% of similar nonprofits.

2014 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2014 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2014

Asset Growth

30th percentile

-1.9%

Faster asset growth than 30% of similar nonprofits.

2014 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-70%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Down

$780,091

Down $15,384 (-1.9%) from 2013

Net Assets

Down

$780,091

Down $15,384 (-1.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$30,059

Down $68,840 (-70%) from 2013

Expenses

Up

$45,443

Up $6,036 (+15%) from 2013

Net Income

Down

-$15,384

Down $74,876 (-126%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2012: $735,983Liabilities 2012: $0Net Assets 2012: $735,9832012Assets 2013: $795,475Liabilities 2013: $0Net Assets 2013: $795,4752013Assets 2014: $780,091Liabilities 2014: $0Net Assets 2014: $780,0912014Assets 2015: $769,113Liabilities 2015: $0Net Assets 2015: $769,1132015Assets 2016: $756,119Liabilities 2016: $0Net Assets 2016: $756,1192016Assets 2017: $723,638Liabilities 2017: $0Net Assets 2017: $723,6382017Assets 2018: $748,398Liabilities 2018: $0Net Assets 2018: $748,3982018Assets 2019: $698,070Liabilities 2019: $0Net Assets 2019: $698,0702019Assets 2020: $634,665Liabilities 2020: $0Net Assets 2020: $634,6652020Assets 2021: $722,935Liabilities 2021: $0Net Assets 2021: $722,9352021Assets 2022: $678,789Liabilities 2022: $0Net Assets 2022: $678,7892022Assets 2023: $606,377Liabilities 2023: $0Net Assets 2023: $606,3772023Assets 2024: $834,296Liabilities 2024: $0Net Assets 2024: $834,2962024

Highlighted filing

2014

Assets$780,091
Liabilities$0
Net Assets$780,091

Operations Trend

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

$400K$200K$0-$200KExpenses 2012: $34,7702012Revenue 2013: $98,899Expenses 2013: $39,407Net Income 2013: $59,4922013Revenue 2014: $30,059Expenses 2014: $45,443Net Income 2014: -$15,3842014Revenue 2015: $30,854Expenses 2015: $41,832Net Income 2015: -$10,9782015Revenue 2016: $23,135Expenses 2016: $36,129Net Income 2016: -$12,9942016Revenue 2017: $40,328Expenses 2017: $69,183Net Income 2017: -$28,8552017Revenue 2018: $69,056Expenses 2018: $44,296Net Income 2018: $24,7602018Revenue 2019: $33,540Expenses 2019: $83,018Net Income 2019: -$49,4782019Revenue 2020: $29,020Expenses 2020: $92,425Net Income 2020: -$63,4052020Revenue 2021: $341,080Expenses 2021: $116,497Net Income 2021: $224,5832021Revenue 2022: $14,845Expenses 2022: $58,991Net Income 2022: -$44,1462022Revenue 2023: -$11,077Expenses 2023: $61,335Net Income 2023: -$72,4122023Revenue 2024: $301,544Expenses 2024: $73,625Net Income 2024: $227,9192024

Highlighted filing

2014

Revenue$30,059
Expenses$45,443
Net Income-$15,384
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 28, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Francis Jefferson StocksPresidentPT$0--
Pamela Jeane Kelly StocksVice President-$0--
Sara Emily StocksTreasurer-$0--
Kelly E StocksSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Stocks Family Foundation Inc
EIN
26-1443888
Phone
9199713993
Address
3409 Williamsborough Court, Raleigh, NC 27609

Signing Officer

Name
F Jefferson Stocks
Title
President
Phone
9199713993
Signed
2015-08-28
Discuss with paid preparer
Yes

Preparer

Firm
Hughes Pittman & Gupton LLP
Address
1500 Sunday Drive Suite 300, Raleigh, NC 27607
Preparer
J Timmons Robinson
Phone
9192325900
Raw XML Appendix370 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Francis Jefferson Stocks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Pamela Jeane Kelly Stocks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Sara Emily Stocks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Kelly E Stocks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Wells Fargo Private Bank
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0150 Fayetteville St Suite 700
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Raleigh
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09198817399
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Francis Jefferson Stocks
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Pamela Jeane Kelly Stocks
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt412500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Charitable Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Charitable Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Charitable Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Habitat for Humanity of Wake County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JDRF International
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Massachusetts General Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Fellowship of Christian Athletes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4St Mary's School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Charitable Organizat
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Charitable Organizat
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Charitable Organizat
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Charitable Organizat
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4Charitable Organizat
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02420 N Raleigh Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt126 Broadway 14th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2100 Cambridge Street Ste 1310
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt38701 Leeds Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4900 Hillsborough Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Raleigh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Kansas City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Raleigh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd364129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd427603
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt034500
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/AppliedToCurrentYearAmt06742
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt027758
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt040512
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt033770
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt027758
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Management Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05606
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05606
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Francis Jefferson Stocks
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1Pamela Jeane Kelly Stocks
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt03409 Williamsborough Court
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt13409 Williamsborough Court
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Raleigh
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1Raleigh
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1NC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd027609
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd127609
TaxesSchedule/TaxesDetail/Amt0211
TaxesSchedule/TaxesDetail/Amt12726
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes Withheld
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0211
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0F Jefferson Stocks
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09199713993
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Stocks Family Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0STOC
ReturnHeader/Filer/EIN0261443888
ReturnHeader/Filer/PhoneNum09199713993
ReturnHeader/Filer/USAddress/AddressLine1Txt03409 Williamsborough Court
ReturnHeader/Filer/USAddress/CityNm0Raleigh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027609
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561415202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hughes Pittman & Gupton LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01500 Sunday Drive Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Raleigh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027607
ReturnHeader/PreparerPersonGrp/PhoneNum09192325900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J Timmons Robinson
ReturnHeader/ReturnTs02015-10-27T14:19:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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