Civic Intelligence

W Rudolph & Helen Jacobs Carter FBO Bethel United Methodist Church

990 • Fiscal year 2016 • EIN 30-6041434

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 21, 2017

Post Office Box 1465Wilson, NC 27894-1465

(252) 246-4932

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

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

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

Liabilities / Revenue

73rd percentile

0.00x

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

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

Net Margin

4th percentile

-1088%

Higher net margin than 4% of similar nonprofits.

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

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.

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

Asset Growth

18th percentile

-6.4%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

6th percentile

-90%

Faster revenue growth than 6% of similar nonprofits.

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

Assets

Down

$1,358,000

Down $93,034 (-6.4%) from 2015

Net Assets

Down

$1,358,000

Down $93,034 (-6.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$8,551

Down $74,547 (-90%) from 2015

Expenses

Down

$101,585

Down $5,029 (-4.7%) from 2015

Net Income

Down

-$93,034

Down $69,518 (-296%) from 2015

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,287,559Liabilities 2011: $0Net Assets 2011: $1,287,5592011Assets 2012: $1,321,012Liabilities 2012: $0Net Assets 2012: $1,321,0122012Assets 2013: $1,423,544Liabilities 2013: $0Net Assets 2013: $1,423,5442013Assets 2014: $1,476,724Liabilities 2014: $0Net Assets 2014: $1,476,7242014Assets 2015: $1,451,034Liabilities 2015: $0Net Assets 2015: $1,451,0342015Assets 2016: $1,358,000Liabilities 2016: $0Net Assets 2016: $1,358,0002016Assets 2017: $1,331,435Liabilities 2017: $0Net Assets 2017: $1,331,4352017Assets 2018: $1,310,621Liabilities 2018: $0Net Assets 2018: $1,310,6212018Assets 2019: $1,318,537Liabilities 2019: $0Net Assets 2019: $1,318,5372019Assets 2020: $1,267,345Liabilities 2020: $0Net Assets 2020: $1,267,3452020Assets 2021: $1,680,731Liabilities 2021: $0Net Assets 2021: $1,680,7312021Assets 2022: $1,532,570Liabilities 2022: $0Net Assets 2022: $1,532,5702022Assets 2023: $1,440,226Liabilities 2023: $0Net Assets 2023: $1,440,2262023Assets 2024: $1,447,863Liabilities 2024: $0Net Assets 2024: $1,447,8632024

Highlighted filing

2016

Assets$1,358,000
Liabilities$0
Net Assets$1,358,000

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $97,9792011Expenses 2012: $101,3192012Revenue 2013: $205,494Expenses 2013: $102,962Net Income 2013: $102,5322013Revenue 2014: $158,984Expenses 2014: $105,804Net Income 2014: $53,1802014Revenue 2015: $83,098Expenses 2015: $106,614Net Income 2015: -$23,5162015Revenue 2016: $8,551Expenses 2016: $101,585Net Income 2016: -$93,0342016Revenue 2017: $73,506Expenses 2017: $100,071Net Income 2017: -$26,5652017Revenue 2018: $77,429Expenses 2018: $98,243Net Income 2018: -$20,8142018Revenue 2019: $107,703Expenses 2019: $99,787Net Income 2019: $7,9162019Revenue 2020: $48,753Expenses 2020: $99,945Net Income 2020: -$51,1922020Revenue 2021: $514,511Expenses 2021: $101,125Net Income 2021: $413,3862021Revenue 2022: -$37,897Expenses 2022: $110,264Net Income 2022: -$148,1612022Revenue 2023: $12,097Expenses 2023: $104,441Net Income 2023: -$92,3442023Revenue 2024: $96,916Expenses 2024: $89,279Net Income 2024: $7,6372024

Highlighted filing

2016

Revenue$8,551
Expenses$101,585
Net Income-$93,034
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 21, 2017
Return Version
2016v3.0
Gross Receipts
$381,792
Mission and Program Overview

Mission

CHARITABLE

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,451,034$1,358,000▼ $93,034
Investments in Publicly Traded Securities$1,402,759$1,335,141▼ $67,618
Cash and Non-Interest-Bearing Accounts$48,275$22,859▼ $25,416
Total Assets$1,451,034$1,358,000▼ $93,034
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,451,034$1,358,000▼ $93,034
Total Liabilities and Net Assets / Fund Balance$1,451,034$1,358,000▼ $93,034
Compensation and Service Providers

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$8,551
Other Revenue
$0
Change in Net Assets
$-93,034
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$80,137
Other Expenses$21,448
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$80,137--$80,137
Fees for Services Management$20,243--$20,243
Fees for Services Accounting$1,150--$1,150
Other Expenses$49--$49
Fees for Services Other$6--$6
Total Functional Expenses$101,585$0$0$101,585
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bethel United Methodist ChurchWalterboro, SC--$80,137
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
W Rudolph & Helen Jacobs Carter
EIN
30-6041434
Phone
2522464932
Address
POST OFFICE BOX 1465, WILSON, NC 27894-1465
Doing Business As
Endowment Fund

Signing Officer

Name
Branch Banking Trust Company
Title
Trustee
Phone
8002791256
Signed
2017-02-21
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Brodie Summers & Wilkes Cpas Llp
Address
PO BOX 584, ORANGEBURG, SC 29116-0584
Preparer
Heather D Rhinehart
Phone
8035366866
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Earnings on investments and a percentage of principal are distributed at least annually to bethel united methodist church

Raw XML Appendix239 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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IRS990/GoverningBodyVotingMembersCnt00
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt07691
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IRS990/GrossReceiptsAmt0381792
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt042850
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt042850
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01402759
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01335141
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0373241
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/PartialLiquidationInd0false
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt084130
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/ChurchInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt080137
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0ATTN EDWARD CULPEPPER
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0355 HAMPTON AVENUE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
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ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.10$0.09$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.01$0.10$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.04$0.11$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.51$0.10$0.41
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.05$0.10$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.11$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.08$0.10$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.07$0.10$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.01$0.10$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.08$0.11$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.16$0.11$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.21$0.10$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.00$1.32$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.00$1.29$0.10