Civic Intelligence

Porter B Byrum Charitable Trust

990PF • Fiscal year 2020 • EIN 26-6366327

Jan 01, 2020 to Dec 31, 2020 • Filed on May 03, 2021

Organization Profile
PO Box 11795Charlotte, NC 28220

(704) 574-1847

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

840%

Higher net margin than 100% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$201,892

Higher top officer pay than 80% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$6,570,112

Down $46,234,398 (-88%) from 2015

Net Assets

Down

$6,570,112

Down $39,363,942 (-86%) from 2015

Liabilities

Down

$0

Down $6,870,456 (-100%) from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$49,109

Down $3,785,133 (-101%) from 2015

Expenses

Down

$363,317

Down $818,902 (-69%) from 2015

Net Income

Down

-$412,426

Down $2,966,231 (-116%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60M$40M$20M$0Assets 2010: $9,504,030Liabilities 2010: $0Net Assets 2010: $9,504,0302010Assets 2011: $9,741,318Liabilities 2011: $7,375Net Assets 2011: $9,733,9432011Assets 2012: $35,925,079Liabilities 2012: $4,921,749Net Assets 2012: $31,003,3302012Assets 2013: $46,405,707Liabilities 2013: $5,696,727Net Assets 2013: $40,708,9802013Assets 2014: $50,515,997Liabilities 2014: $7,135,748Net Assets 2014: $43,380,2492014Assets 2015: $52,804,510Liabilities 2015: $6,870,456Net Assets 2015: $45,934,0542015Assets 2020: $6,570,112Liabilities 2020: $0Net Assets 2020: $6,570,1122020Assets 2021: $6,492,816Liabilities 2021: $0Net Assets 2021: $6,492,8162021Assets 2022: $5,993,939Liabilities 2022: $0Net Assets 2022: $5,993,9392022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2020

Assets$6,570,112
Liabilities$0
Net Assets$6,570,112
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$10M$0-$10MExpenses 2010: $3,296,2302010Expenses 2011: $350,1872011Expenses 2012: $1,372,1112012Revenue 2013: $14,198,038Expenses 2013: $4,492,388Net Income 2013: $9,705,6502013Revenue 2014: $3,179,597Expenses 2014: $508,328Net Income 2014: $2,671,2692014Revenue 2015: $3,736,024Expenses 2015: $1,182,219Net Income 2015: $2,553,8052015Revenue 2020: -$49,109Expenses 2020: $363,317Net Income 2020: -$412,4262020Revenue 2021: -$98Expenses 2021: $77,198Net Income 2021: -$77,2962021Revenue 2022: -$372,468Expenses 2022: $126,409Net Income 2022: -$498,8772022Revenue 2023: $97,376Expenses 2023: $6,091,315Net Income 2023: -$5,993,9392023

Highlighted filing

2020

Revenue-$49,109
Expenses$363,317
Net Income-$412,426
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 3, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA GRAVELYTrusteePT$201,892-$201,892
Filing and Contact Details

Filer

Filer Name
Porter B Byrum Charitable Trust
EIN
26-6366327
Phone
7045741847
Address
PO BOX 11795, CHARLOTTE, NC 28220

Signing Officer

Name
Sandra Gravely
Title
Trustee
Phone
7045741847
Signed
2021-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Culp Elliott & Carpenter Pllc
Address
6801 MORRISON BLVD SUITE 400, CHARLOTTE, NC 28211-3665
Preparer
Ann K Dixon
Phone
7043726322
Raw XML Appendix363 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/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt0151687
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0284849
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0133162
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt082797124
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt069121496
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0133162
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0151785458
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt082797124
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt068988334
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0151687
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0151785458
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0151918620
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0121971
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0121971
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SURVEYOR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INDEPENDENT CONTRACTOR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5BUSINESS REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6STORAGE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06007
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22487
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4387
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5531
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6656
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7377
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06007
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22487
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4387
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5531
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6656
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7377
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt06404
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RENTAL INCOME - WOODS FERRY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt06404
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06404
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt15330
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0APPRAISER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt15330
TaxesSchedule/TaxesDetail/Amt04408
TaxesSchedule/TaxesDetail/Amt11800
TaxesSchedule/TaxesDetail/Amt21796
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2PRIOR YR FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt11800
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt21796
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04408
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA GRAVELY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07045741847
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORTER B BYRUM CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0266366327
ReturnHeader/Filer/PhoneNum07045741847
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 11795
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028220
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561355935
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CULP ELLIOTT & CARPENTER PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06801 MORRISON BLVD SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282113665
ReturnHeader/PreparerPersonGrp/PhoneNum07043726322
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANN K DIXON
ReturnHeader/ReturnTs02021-05-03T07:49:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SANDRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRAVELY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,570,112
Liabilities
$0
Net assets
$6,570,112
Revenue
-$49,109
Expenses
$363,317
Net income
-$412,426
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.10$6.09$5.99
2022Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$0.37$0.13$0.50
2021Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.00$0.08$0.08
2020Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.05$0.36$0.41
2015Detailed filing. Detailed filing data is available for this year.$52.8$6.87$45.9$3.74$1.18$2.55
2014Detailed filing. Detailed filing data is available for this year.$50.5$7.14$43.4$3.18$0.51$2.67
2013Detailed filing. Detailed filing data is available for this year.$46.4$5.70$40.7$14.2$4.49$9.71
2012Detailed filing. Detailed filing data is available for this year.$35.9$4.92$31.0$1.37
2011Detailed filing. Detailed filing data is available for this year.$9.74$0.01$9.73$0.35
2010Detailed filing. Detailed filing data is available for this year.$9.50$0.00$9.50$3.30