Civic Intelligence

Porter B Byrum Charitable Trust

990PF • Fiscal year 2021 • EIN 26-6366327

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

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

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

100th percentile

78873%

Higher net margin than 100% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

37th percentile

$22,932

Higher top officer pay than 37% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

21st percentile

-1.2%

Faster asset growth than 21% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,492,816

Down $77,296 (-1.2%) from 2020

Net Assets

Down

$6,492,816

Down $77,296 (-1.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Up

-$98

Up $49,011 (+100%) from 2020

Expenses

Down

$77,198

Down $286,119 (-79%) from 2020

Net Income

Up

-$77,296

Up $335,130 (+81%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

2021

Assets$6,492,816
Liabilities$0
Net Assets$6,492,816
Open 2021 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

2021

Revenue-$98
Expenses$77,198
Net Income-$77,296
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA GRAVELYTrustee-$22,932-$22,932
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
2022-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Culp Elliott & Carpenter Pllc
Address
6801 CARNEGIE BLVD SUITE 400, CHARLOTTE, NC 28211-3665
Preparer
Ann K Dixon
Phone
7043726322
Raw XML Appendix315 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BUSINESS REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4STORAGE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6BOOKS, SUBSCRIPTIONS, REFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05512
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1120
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2434
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3203
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4712
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5418
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt620
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05512
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2434
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3203
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4712
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5418
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt620
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01648
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1500
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RENTAL INCOME - WT HARRIS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MISC INCOME - WT HARRIS BLVD
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01648
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1500
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01648
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1500
TaxesSchedule/TaxesDetail/Amt04408
TaxesSchedule/TaxesDetail/Amt1513
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt04408
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1513
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
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/SignatureDt02022-05-11
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 CARNEGIE BLVD SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282113665
ReturnHeader/PreparerPersonGrp/PhoneNum07043726322
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANN K DIXON
ReturnHeader/ReturnTs02022-05-11T08:23:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SANDRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRAVELY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,492,816
Liabilities
$0
Net assets
$6,492,816
Revenue
-$98
Expenses
$77,198
Net income
-$77,296
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