Civic Intelligence

Greensboro Foundation for Financial Service Professionals

EIN 46-5048304 • 501(c)3 • Jamestown, NC

Profile

TO RECEIVE, ADMINISTER AND EXPEND FUNDS FOR EDUCATIONAL, RESEARCH, CHARITABLE OR SCIENTIFIC PURPOSES OR ANY PURPOSES PERMITTED UNDER ITS 501(c)(3) STATUS.

2609 Glasshouse RdJamestown, NC 27282

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

62nd percentile

0.00x

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

NTEE P • <$500k nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.00x

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

NTEE P • <$500k nonprofits • Source year 2017

Net Margin

95th percentile

93%

Higher net margin than 95% of similar nonprofits.

NTEE P • <$500k nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE P • <$500k nonprofits • Source year 2017

Asset Growth

63rd percentile

12%

Faster asset growth than 63% of similar nonprofits.

NTEE P • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$10,611

Up $1,118 (+12%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Up

$10,611

Up $1,118 (+12%) from 2016

Operations
Liabilities / Revenue64th percentileNet Margin95th percentile

Revenue

Up

$1,198

Up $1,198 from 2016

Expenses

Down

$80

Down $26 (-25%) from 2016

Net Income

Up

$1,118

Up $1,224 (+1155%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2014: $5,250Liabilities 2014: $02014Assets 2015: $9,599Liabilities 2015: $0Net Assets 2015: $9,5992015Assets 2016: $9,493Liabilities 2016: $0Net Assets 2016: $9,4932016Assets 2017: $10,611Liabilities 2017: $0Net Assets 2017: $10,6112017

Highlighted filing

2017

Assets$10,611
Liabilities$0
Net Assets$10,611
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0K$4.0K$2.0K$0-$2.0KRevenue 2014: $5,250Expenses 2014: $0Net Income 2014: $5,2502014Revenue 2015: $5,200Expenses 2015: $851Net Income 2015: $4,3492015Revenue 2016: $0Expenses 2016: $106Net Income 2016: -$1062016Revenue 2017: $1,198Expenses 2017: $80Net Income 2017: $1,1182017

Highlighted filing

2017

Revenue$1,198
Expenses$80
Net Income$1,118
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,611
Liabilities
$0
Net assets
$10,611
Revenue
$1,198
Expenses
$80
Net income
$1,118
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$1.20$0.08$1.12
2016Detailed filing. Detailed filing data is available for this year.$9.49$0.00$9.49$0.00$0.11$0.11
2015Detailed filing. Detailed filing data is available for this year.$9.60$0.00$9.60$5.20$0.85$4.35
2014Summary only. Only limited summary data is available for this year.$5.25$0.00$5.25$0.00$5.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$1,198
Mission and Program Overview

Mission

TO RECEIVE, ADMINISTER AND EXPEND FUNDS FOR EDUCATIONAL, RESEARCH, CHARITABLE OR SCIENTIFIC PURPOSES OR ANY PURPOSES PERMITTED UNDER ITS 501(c)(3) STATUS.

Program Services

DescriptionGrantsExpenses
TO PROVIDE RESOURCES TO ENGAGE AND PERPETUATE THE CONTRIBUTION AND IMPACT OF CREDENTIALED FINANCIAL SERVICES PROFESSIONALS THROUGHOUT THE GREENSBORO TRIAD COMMUNITY.-$80
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS MCGOWENSecretary-$0--
SUSAN BEARDDirector-$0--
KEITH HIATTDirector-$0--
GALINA ALLIE PETROVADirector-$0--
GREGG W SCHLAUDECKERTreasurer-$0--
STUART TUGMANDirector-$0--
PAULA MCMILLIANDirector-$0--
LINDA P ERICKSONDirector-$0--
MICHAEL QUINLIVANDirector-$0--
SANDRA SHELTONPresident & CEO-$0--
PAULA WELLSVice President-$0--
STEPHANIE WELLS-GREENDirector-$0--
Filing and Contact Details

Filer

Filer Name
Greensboro Foundation for Financial
EIN
46-5048304
Phone
3364713727
Address
2609 GLASSHOUSE RD, JAMESTOWN, NC 27282

Signing Officer

Name
Gregg W Schlaudecker
Title
Treasurer
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Randy Neal Blackburn Pllc
Address
301 SOUTH GREENE ST STE 102, GREENSBORO, NC 27401
Preparer
Randy N Blackburn CPA CVA CGMA
Phone
3363460009
Raw XML Appendix164 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RANDY NEAL BLACKBURN PLLC
IRS990EZ/BooksInCareOfDetail/PhoneNum03363460009
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0301 S GREENE ST STE 102
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREENSBORO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09493
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010611
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01198
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01118
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09493
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010611
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt080
IRS990EZ/GrossReceiptsAmt01198
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09493
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010611
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09493
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010611
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS MCGOWEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSAN BEARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEITH HIATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GALINA ALLIE PETROVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GREGG W SCHLAUDECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STUART TUGMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PAULA MCMILLIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LINDA P ERICKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MICHAEL QUINLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SANDRA SHELTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10PAULA WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11STEPHANIE WELLS-GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RECEIVE, ADMINISTER AND EXPEND FUNDS FOR EDUCATIONAL, RESEARCH, CHARITABLE OR SCIENTIFIC PURPOSES OR ANY PURPOSES PERMITTED UNDER ITS 501(c)(3) STATUS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE RESOURCES TO ENGAGE AND PERPETUATE THE CONTRIBUTION AND IMPACT OF CREDENTIALED FINANCIAL SERVICES PROFESSIONALS THROUGHOUT THE GREENSBORO TRIAD COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt080
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt080
IRS990EZ/TotalRevenueAmt01198
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01198
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011648
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt011648
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05250
IRS990ScheduleA/Total509Grp/TotalAmt011648
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01198
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05250
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011648
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGG W SCHLAUDECKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREENSBORO FOUNDATION FOR FINANCIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SERVICE PROFESSIONALS INC
ReturnHeader/Filer/BusinessNameControlTxt0GREE
ReturnHeader/Filer/EIN0465048304
ReturnHeader/Filer/PhoneNum03364713727
ReturnHeader/Filer/USAddress/AddressLine1Txt02609 GLASSHOUSE RD
ReturnHeader/Filer/USAddress/CityNm0JAMESTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027282
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RANDY NEAL BLACKBURN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 SOUTH GREENE ST STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027401
ReturnHeader/PreparerPersonGrp/PhoneNum03363460009
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Randy N Blackburn CPA CVA CGMA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-13T14:26:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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