Civic Intelligence

Piedmont Public Policy Institute

990EZ • Fiscal year 2013 • EIN 31-1739622

Jan 01, 2013 to Dec 31, 2013 • Filed on May 06, 2014

1201 Greenwood Cliff28204

(704) 940-3171

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2013 filings • NTEE W • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • NTEE W • <$500k nonprofits • Source year 2013

Net Margin

4th percentile

-219%

Higher net margin than 4% of similar nonprofits.

2013 filings • NTEE W • <$500k nonprofits • Source year 2013

Top Officer Pay

89th percentile

$24,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 221.0% of source-year revenue.

2013 filings • NTEE W • <$500k nonprofits • Source year 2013

Asset Growth

35th percentile

-4.5%

Faster asset growth than 35% of similar nonprofits.

2013 filings • NTEE W • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

99th percentile

22523%

Faster revenue growth than 99% of similar nonprofits.

2013 filings • NTEE W • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$181,600

Down $8,499 (-4.5%) from 2012

Net Assets

Down

$181,600

Down $8,499 (-4.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

$10,859

Up $10,811 (+22523%) from 2012

Expenses

Up

$34,605

Up $8,243 (+31%) from 2012

Net Income

Up

-$23,746

Up $2,568 (+9.8%) from 2012

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $258,484Net Assets 2010: $258,4842010Assets 2011: $220,694Net Assets 2011: $220,6942011Assets 2012: $190,099Liabilities 2012: $0Net Assets 2012: $190,0992012Assets 2013: $181,600Liabilities 2013: $0Net Assets 2013: $181,6002013Assets 2014: $144,258Liabilities 2014: $0Net Assets 2014: $144,2582014Assets 2015: $116,376Liabilities 2015: $0Net Assets 2015: $116,3762015Assets 2016: $94,729Liabilities 2016: $0Net Assets 2016: $94,7292016

Highlighted filing

2013

Assets$181,600
Liabilities$0
Net Assets$181,600

Operations Trend

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

$50K$0-$50KRevenue 2010: $11,007Expenses 2010: $40,263Net Income 2010: -$29,2562010Revenue 2011: $861Expenses 2011: $46,846Net Income 2011: -$45,9852011Revenue 2012: $48Expenses 2012: $26,362Net Income 2012: -$26,3142012Revenue 2013: $10,859Expenses 2013: $34,605Net Income 2013: -$23,7462013Revenue 2014: $1,691Expenses 2014: $35,802Net Income 2014: -$34,1112014Revenue 2015: $10,547Expenses 2015: $37,525Net Income 2015: -$26,9782015Revenue 2016: $15,488Expenses 2016: $39,887Net Income 2016: -$24,3992016

Highlighted filing

2013

Revenue$10,859
Expenses$34,605
Net Income-$23,746
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 6, 2014
Return Version
2013v3.1
Gross Receipts
$10,859
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
IMPACT OF LAND USE REGULATIONS ON HOUSING AFFORDABILITY IN CHARLOTTE-MECKLENBURG-$10,000
Other program services-$8,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH PADILLAExec DirectorPT$24,000-$24,000
JOHN CROSLAND JRDirector-$0--
JEFF BROWNDirector-$0--
JOHN TABORDirector-$0--
ALLEN TATE JRDirector-$0--
LANDON WYATT IIIDirector-$0--
DANIEL LEVINEDirector-$0--
COLLIN BROWNDirector-$0--
TERRENCE LLEWELLYNDirector-$0--
KEITH MACVEANDirector-$0--
DUSTIN READDirector-$0--
Filing and Contact Details

Filer

EIN
31-1739622

Signing Officer

Name
Joseph Padilla
Title
Executive Direc
Phone
7049403171
Signed
2014-05-06
Discuss with paid preparer
Yes

Preparer

Preparer
David S Altshuler
Phone
7048927100
Supplemental Narrative

Additional Explanations

General explanation attachment

Part iii - statement of organization's primary exempt purposeto provide funds for research and education on major real estate and urban public policy issues.

Description of other expenses Part I line 16

Description amountoffice expense 55consultant - jc smith university 10,000

Other changes in net assets or fund balances Part I line 20

Description amountunrealized gain/loss in investments 15,247

Other program services Part III line 31

Unallocated portion of director's fees

Raw XML Appendix192 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18500
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
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IRS990ScheduleA/PrivateFoundation170Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART III - STATEMENT OF ORGANIZATION'S PRIMARY EXEMPT PURPOSETO PROVIDE FUNDS FOR RESEARCH AND EDUCATION ON MAJOR REAL ESTATE AND URBAN PUBLIC POLICY ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTOFFICE EXPENSE 55CONSULTANT - JC SMITH UNIVERSITY 10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTUNREALIZED GAIN/LOSS IN INVESTMENTS 15,247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNALLOCATED PORTION OF DIRECTOR'S FEES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other program services Part III line 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH PADILLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum07049403171
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10PIEDMONT PUBLIC POLICY INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0PIED
ReturnHeader/Filer/EIN0311739622
ReturnHeader/Filer/USAddress/AddressLine101201 GREENWOOD CLIFF
ReturnHeader/Filer/USAddress/City0CHARLOTTE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028204
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460965127
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode028036
ReturnHeader/PreparerPersonGrp/PhoneNum07048927100
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David S Altshuler
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-08-05T08:49:02-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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