Civic Intelligence

Proudtree Foundation

990PF • Fiscal year 2015 • EIN 45-5196329

Jan 01, 2015 to Dec 31, 2015 • Filed on May 09, 2016

8224 Indigo RowCharlotte, NC 28277

(704) 543-0333

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

26th percentile

-10%

Higher net margin than 26% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

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.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

13th percentile

-31%

Faster asset growth than 13% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

100th percentile

49900%

Faster revenue growth than 100% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$114

Down $51 (-31%) from 2014

Net Assets

Down

$114

Down $51 (-31%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue

Up

$500

Up $499 (+49900%) from 2014

Expenses

Up

$551

Up $76 (+16%) from 2014

Net Income

Up

-$51

Up $423 (+89%) from 2014

Historical Trend

Balance Sheet Trend

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

$800$600$400$200$0Assets 2012: $527Liabilities 2012: $02012Assets 2013: $640Liabilities 2013: $1Net Assets 2013: $6402013Assets 2014: $165Liabilities 2014: $1Net Assets 2014: $1652014Assets 2015: $114Liabilities 2015: $1Net Assets 2015: $1142015Assets 2016: $107Liabilities 2016: $0Net Assets 2016: $1072016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2015

Assets$114
Liabilities$1
Net Assets$114

Operations Trend

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

$20K$15K$10K$5.0K$0-$5.0KRevenue 2012: $16,000Expenses 2012: $15,473Net Income 2012: $5272012Revenue 2013: $1,550Expenses 2013: $1,437Net Income 2013: $1132013Revenue 2014: $1Expenses 2014: $475Net Income 2014: -$4742014Revenue 2015: $500Expenses 2015: $551Net Income 2015: -$512015Revenue 2016: $450Expenses 2016: $457Net Income 2016: -$72016Revenue 2017: $450Expenses 2017: $557Net Income 2017: -$1072017

Highlighted filing

2015

Revenue$500
Expenses$551
Net Income-$51
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 9, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTAN KOSTURPresidentPT$0--
SUSAN LURZSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Proudtree Foundation
EIN
45-5196329
Address
8224 INDIGO ROW, CHARLOTTE, NC 28277

Signing Officer

Name
Susan Lurz
Title
Secretary
Phone
7045430333
Signed
2016-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Abby H Champion CPA PC
Address
PO Box 1918, Huntersville, NC 28070
Preparer
Abby H Champion CPA
Phone
7049475580
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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0551
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNT FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0551
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0551
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0551
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-51
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0551
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0551
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0551
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0551
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-51
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0114
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0165
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0114
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0114
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0165
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0114
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0114
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0165
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0114
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0165
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0114
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0114
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0165
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0114
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0165
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0114
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KRISTAN KOSTUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN LURZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08224 INDIGO ROW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt116630 SPRUELL ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HUNTERSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028277
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128078
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0551
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0551
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0551
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0551
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt00
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0551
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0551
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0551
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KRISTAN KOSTUR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08224 INDIGO ROW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLOTTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028277
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07045430333
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NA
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0EMPOWERING CHILDREN BY PROVIDING PROGRAMS AND TRAINING WHICH FOCUS ON HEALTHY SOCIAL AND EMOTIONAL DEVELOPMENT
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0551
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0KRISTAN KOSTUR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1SUSAN LURZ
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0475
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01437
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015473
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017936
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0551
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0475
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01437
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015473
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0551
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0551
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017936
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017385
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN LURZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07045430333
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROUDTREE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PROU
ReturnHeader/Filer/EIN0455196329
ReturnHeader/Filer/USAddress/AddressLine1Txt08224 INDIGO ROW
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028277
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263657706
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Abby H Champion CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1918
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Huntersville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028070
ReturnHeader/PreparerPersonGrp/PhoneNum07049475580
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Abby H Champion CPA
ReturnHeader/ReturnTs02016-05-09T14:25:43-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings