Civic Intelligence

C3 Foundation Inc.

990PF • Fiscal year 2017 • EIN 26-2511733

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 30, 2018

Organization Profile
3301 Benson DriveRaleigh, NC 27609

(919) 877-7533

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

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

2017 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.00x

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

2017 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2017

Net Margin

95th percentile

100%

Higher net margin than 95% of similar nonprofits.

2017 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets77th percentile

Assets

$6,517,488

No earlier filing loaded for comparison.

Net Assets

$6,517,488

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin95th percentile

Revenue

$5,245,451

No earlier filing loaded for comparison.

Expenses

$16,434

No earlier filing loaded for comparison.

Net Income

$5,229,017

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10M$5.0M$0Assets 2017: $6,517,488Liabilities 2017: $0Net Assets 2017: $6,517,4882017Assets 2018: $4,083,580Liabilities 2018: $0Net Assets 2018: $4,083,5802018Assets 2019: $8,104,950Liabilities 2019: $0Net Assets 2019: $8,104,9502019Assets 2020: $7,859,509Liabilities 2020: $0Net Assets 2020: $7,859,5092020Assets 2021: $9,707,235Liabilities 2021: $0Net Assets 2021: $9,707,2352021Assets 2022: $7,015,569Liabilities 2022: $0Net Assets 2022: $7,015,5692022Assets 2023: $7,133,269Liabilities 2023: $0Net Assets 2023: $7,133,2692023Assets 2024: $6,287,130Liabilities 2024: $0Net Assets 2024: $6,287,1302024

Highlighted filing

2017

Assets$6,517,488
Liabilities$0
Net Assets$6,517,488
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2017: $5,245,451Expenses 2017: $16,434Net Income 2017: $5,229,0172017Revenue 2018: $113,799Expenses 2018: $2,243,289Net Income 2018: -$2,129,4902018Revenue 2019: $3,550,835Expenses 2019: $333,078Net Income 2019: $3,217,7572019Revenue 2020: $82,947Expenses 2020: $379,731Net Income 2020: -$296,7842020Revenue 2021: $1,518,966Expenses 2021: $96,945Net Income 2021: $1,422,0212021Revenue 2022: $102,176Expenses 2022: $815,231Net Income 2022: -$713,0552022Revenue 2023: $125,681Expenses 2023: $1,915,743Net Income 2023: -$1,790,0622023Revenue 2024: $1,143,620Expenses 2024: $991,116Net Income 2024: $152,5042024

Highlighted filing

2017

Revenue$5,245,451
Expenses$16,434
Net Income$5,229,017
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 30, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA R POOLEPres-$0--
LONNIE C POOLE IIIVP-$0--
JOSEPH DAVISTreas-$0--
THOMAS SAIEED JRDirector-$0--
Filing and Contact Details

Filer

Filer Name
C3 Foundation Inc
EIN
26-2511733
Phone
9198777533
Address
3301 BENSON DRIVE, RALEIGH, NC 27609

Signing Officer

Name
Lonnie C Poole Iii
Title
President
Phone
9198777533
Signed
2018-08-30
Discuss with paid preparer
Yes

Preparer

Firm
Ashton Trevethan & Company
Address
3622 LYCKAN PKWY STE 2003, DURHAM, NC 27707-2565
Preparer
Scott W Ashton
Phone
9194901879
Raw XML Appendix320 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01130596
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01158829
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01216158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01210236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.529380
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
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/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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LONNIE C POOLE III
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03301 BENSON DR STE 601
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RALEIGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027609
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09198777533
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0EVALUATED AND APPROVED GRANTS TO ST DAVIDS SCHOOL, ANINDEPENDENT EPISCOPAL SCHOOL LOCATED IN RALEIGH NC
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt020000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt00
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LONNIE C POOLE III
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0401 RAMBLEWOOD DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0RALEIGH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd027609
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05100949
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt05100949
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0MARKETABLE SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-12-07
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015221
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015221
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0142434
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
TaxesSchedule/TaxesDetail/Amt0569
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0569
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LONNIE C POOLE III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09198777533
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0C3 FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0C3FO
ReturnHeader/Filer/EIN0262511733
ReturnHeader/Filer/PhoneNum09198777533
ReturnHeader/Filer/USAddress/AddressLine1Txt03301 BENSON DRIVE
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027609
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A0CCF62D121539B1B324DFEF6F199617089A089C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A0CCF62D121539B1B324DFEF6F199617089A089C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.163.56.177
ReturnHeader/FilingSecurityInformation/IPDt02018-09-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:39:06
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ASHTON TREVETHAN & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03622 LYCKAN PKWY STE 2003
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DURHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0277072565
ReturnHeader/PreparerPersonGrp/PhoneNum09194901879
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT W ASHTON
ReturnHeader/ReturnTs02018-09-09T08:40:11-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,517,488
Liabilities
$0
Net assets
$6,517,488
Revenue
$5,245,451
Expenses
$16,434
Net income
$5,229,017
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$1.14$0.99$0.15
2023Detailed filing. Detailed filing data is available for this year.$7.13$0.00$7.13$0.13$1.92$1.79
2022Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.10$0.82$0.71
2021Detailed filing. Detailed filing data is available for this year.$9.71$0.00$9.71$1.52$0.10$1.42
2020Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$0.08$0.38$0.30
2019Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$3.55$0.33$3.22
2018Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.11$2.24$2.13
2017Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$5.25$0.02$5.23