Civic Intelligence

Howard & Sara Fleming Charitable Foundatin

990PF • Fiscal year 2019 • EIN 43-1525101

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 10, 2020

Pmb 318 338 South Sharon Amity RdCharlotte, NC 28211

(704) 367-0935

Siviq Scores

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

Liabilities / Assets

60th percentile

0.03x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

87th percentile

0.46x

Higher debt load relative to revenue than 87% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

10th percentile

-49%

Higher net margin than 10% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

65th percentile

$15,000

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 28.5% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

32nd percentile

-2.1%

Faster asset growth than 32% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-22%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$748,491

Down $15,846 (-2.1%) from 2018

Net Assets

Down

$724,180

Down $25,781 (-3.4%) from 2018

Liabilities

Up

$24,311

Up $9,935 (+69%) from 2018

Revenue

Down

$52,549

Down $14,534 (-22%) from 2018

Expenses

Up

$78,330

Up $11,595 (+17%) from 2018

Net Income

Down

-$25,781

Down $26,129 (-7508%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $849,767Liabilities 2011: $1,1002011Assets 2012: $807,359Liabilities 2012: $1,1712012Assets 2013: $847,606Liabilities 2013: $4,1962013Assets 2014: $830,567Liabilities 2014: $5,5212014Assets 2015: $809,736Liabilities 2015: $5,3762015Assets 2017: $763,964Liabilities 2017: $14,351Net Assets 2017: $749,6132017Assets 2018: $764,337Liabilities 2018: $14,376Net Assets 2018: $749,9612018Assets 2019: $748,491Liabilities 2019: $24,311Net Assets 2019: $724,1802019Assets 2020: $760,592Liabilities 2020: $20,726Net Assets 2020: $739,8662020Assets 2021: $809,570Liabilities 2021: $16,626Net Assets 2021: $792,9442021Assets 2022: $787,393Liabilities 2022: $16,226Net Assets 2022: $771,1672022Assets 2023: $762,342Liabilities 2023: $17,826Net Assets 2023: $744,5162023Assets 2024: $739,962Liabilities 2024: $16,226Net Assets 2024: $723,7362024

Highlighted filing

2019

Assets$748,491
Liabilities$24,311
Net Assets$724,180

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $20,571Expenses 2011: $82,868Net Income 2011: -$62,2972011Revenue 2012: $40,865Expenses 2012: $83,344Net Income 2012: -$42,4792012Revenue 2013: $109,632Expenses 2013: $72,410Net Income 2013: $37,2222013Revenue 2014: $71,533Expenses 2014: $89,897Net Income 2014: -$18,3642014Revenue 2015: $51,341Expenses 2015: $72,027Net Income 2015: -$20,6862015Revenue 2017: $52,807Expenses 2017: $52,756Net Income 2017: $512017Revenue 2018: $67,083Expenses 2018: $66,735Net Income 2018: $3482018Revenue 2019: $52,549Expenses 2019: $78,330Net Income 2019: -$25,7812019Revenue 2020: $54,827Expenses 2020: $43,998Net Income 2020: $10,8292020Revenue 2021: $102,008Expenses 2021: $60,678Net Income 2021: $41,3302021Revenue 2022: $26,556Expenses 2022: $48,329Net Income 2022: -$21,7732022Revenue 2023: $29,226Expenses 2023: $55,867Net Income 2023: -$26,6412023Revenue 2024: $45,331Expenses 2024: $63,091Net Income 2024: -$17,7602024

Highlighted filing

2019

Revenue$52,549
Expenses$78,330
Net Income-$25,781
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 10, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH FLEMING KNIGHTManaging DirectorPT$15,000-$15,000
HOWARD T FLEMINGPresident-$0--
SARA FLEMINGVice-Pres.-$0--
WILLIAM A FLEMINGVice-Pres.-$0--
MATTHEW H FLEMINGSecretary-$0--
JACK M KNIGHT JRDirector-$0--
PAULA R FLEMINGDirector-$0--
LORI W FLEMINGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Howard & Sara Fleming Charitable
EIN
43-1525101
Phone
7043670935
Address
PMB 318 338 SOUTH SHARON AMITY RD, CHARLOTTE, NC 28211

Signing Officer

Name
Elizabeth Fleming Knight
Title
Managing Director & Treas
Phone
7043670935
Signed
2020-07-10
Discuss with paid preparer
Yes

Preparer

Firm
GERDING KORTE & CHITWOOD PC CPA'S
Address
20 SOUTH FIFTH STREET, COLUMBIA, MO 65201
Preparer
Heidi Ross
Phone
5734491599
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt188684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt332647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt110366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt014010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt199050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt333209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0STIFEL NICOLAUS 2182 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1STIFEL NICOLAUS 2182 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2STIFEL NICOLAUS 7555 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3STIFEL NICOLAUS 7555 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt030724
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-25781
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0724180
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0749961
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0724180
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt036155
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt036155
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt036155
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt036523
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0368
IRS990PF/DistributableAmountGrp/TotalTaxAmt0368
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0672
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0368
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0672
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0368
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0368
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01040
IRS990PF/FMVAssetsEOYAmt0755500
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt014376
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt024311
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0749961
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0724180
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0757499
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0736270
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0743279
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06838
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt012221
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt012221
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0764337
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0748491
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0755500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt014376
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt024311
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0764337
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0748491
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0749961
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0724180
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0741590
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09335
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0732255
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011124
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt036523
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0730466
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0741590
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt015000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ELIZABETH FLEMING KNIGHT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HOWARD T FLEMING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SARA FLEMING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3WILLIAM A FLEMING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MATTHEW H FLEMING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JACK M KNIGHT JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6PAULA R FLEMING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7LORI W FLEMING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0MANAGING DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE-PRES.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE-PRES.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PMB 318 338 S SHARON AMITY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 68
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 68
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31701 GLENBROOK COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44603 SUMMER BROOK COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5PMB 318 338 S SHARON AMITY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt64603 SUMMER BROOK COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt71701 GLENBROOK COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MOBERLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MOBERLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3COLUMBIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4COLUMBIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6COLUMBIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7COLUMBIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd165270
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd265270
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd365203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd465203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd528211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd665203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd765203
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt050770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt051138

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.40$0.16$7.24$0.45$0.63$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.62$0.18$7.45$0.29$0.56$0.27
2022Detailed filing. Detailed filing data is available for this year.$7.87$0.16$7.71$0.27$0.48$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.10$0.17$7.93$1.02$0.61$0.41
2020Detailed filing. Detailed filing data is available for this year.$7.61$0.21$7.40$0.55$0.44$0.11
2019Detailed filing. Detailed filing data is available for this year.$7.48$0.24$7.24$0.53$0.78$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.64$0.14$7.50$0.67$0.67$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.64$0.14$7.50$0.53$0.53$0.00
2015Summary only. Only limited summary data is available for this year.$8.10$0.05$0.51$0.72$0.21
2014Summary only. Only limited summary data is available for this year.$8.31$0.06$0.72$0.90$0.18
2013Summary only. Only limited summary data is available for this year.$8.48$0.04$1.10$0.72$0.37
2012Summary only. Only limited summary data is available for this year.$8.07$0.01$0.41$0.83$0.42
2011Summary only. Only limited summary data is available for this year.$8.50$0.01$0.21$0.83$0.62