Civic Intelligence

Ruby and Ernest Mcswain Worthy Lands Tr

990PF • Fiscal year 2017 • EIN 46-7170073

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 01, 2018

Organization Profile
PO Box 2280Sanford, NC 27331

(919) 721-6725

Siviq Scores

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

Liabilities / Assets

44th percentile

0.00x

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

2017 filings • NTEE T • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

43rd percentile

0.00x

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

2017 filings • NTEE T • $25M-$50M nonprofits • Source year 2017

Net Margin

96th percentile

98%

Higher net margin than 96% of similar nonprofits.

2017 filings • NTEE T • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

19th percentile

$70,200

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets44th percentile

Assets

$32,646,259

No earlier filing loaded for comparison.

Net Assets

$32,646,259

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin96th percentile

Revenue

$33,046,507

No earlier filing loaded for comparison.

Expenses

$761,557

No earlier filing loaded for comparison.

Net Income

$32,284,950

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40M$30M$20M$10M$0Assets 2017: $32,646,259Liabilities 2017: $0Net Assets 2017: $32,646,2592017Assets 2018: $31,763,494Liabilities 2018: $3,807Net Assets 2018: $31,759,6872018Assets 2019: $31,222,566Liabilities 2019: $7,357Net Assets 2019: $31,215,2092019Assets 2020: $31,346,453Liabilities 2020: $51,728Net Assets 2020: $31,294,7252020Assets 2021: $31,163,828Liabilities 2021: $4,121Net Assets 2021: $31,159,7072021Assets 2022: $28,348,923Liabilities 2022: $56,063Net Assets 2022: $28,292,8602022Assets 2023: $27,511,152Liabilities 2023: $1,057Net Assets 2023: $27,510,0952023Assets 2024: $28,425,801Liabilities 2024: $1,714Net Assets 2024: $28,424,0872024

Highlighted filing

2017

Assets$32,646,259
Liabilities$0
Net Assets$32,646,259
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40M$30M$20M$10M$0-$10MRevenue 2017: $33,046,507Expenses 2017: $761,557Net Income 2017: $32,284,9502017Revenue 2018: $1,271,920Expenses 2018: $2,158,492Net Income 2018: -$886,5722018Revenue 2019: $740,031Expenses 2019: $1,496,170Net Income 2019: -$756,1392019Revenue 2020: $1,679,291Expenses 2020: $1,599,775Net Income 2020: $79,5162020Revenue 2021: $1,778,110Expenses 2021: $1,913,128Net Income 2021: -$135,0182021Revenue 2022: -$700,142Expenses 2022: $2,166,705Net Income 2022: -$2,866,8472022Revenue 2023: $814,979Expenses 2023: $1,597,744Net Income 2023: -$782,7652023Revenue 2024: $2,427,428Expenses 2024: $1,513,436Net Income 2024: $913,9922024

Highlighted filing

2017

Revenue$33,046,507
Expenses$761,557
Net Income$32,284,950
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 1, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUBERT L BLACKMONTrusteeFT$70,200-$70,200
ANITA BLACKMONTrusteeFT$21,405-$21,405
Filing and Contact Details

Filer

Filer Name
Ruby and Ernest Mcswain Worthy Lands
EIN
46-7170073
Phone
9197216725
Address
PO BOX 2280, SANFORD, NC 27331

Signing Officer

Name
H Lynn Blackmon
Title
Trustee
Phone
9197216725
Signed
2018-09-01
Discuss with paid preparer
Yes

Preparer

Firm
Ward & Foust Cpas Pa
Address
PO BOX 1147, SANFORD, NC 27331-1147
Preparer
Lynda S Ward
Phone
9197749452
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-74555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01422390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-74555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt027717965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12353079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21090000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc091149 SHS LOCKHEED MARTIN STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1RAYMOND JAMES SECURITIES SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SALE OF LAND AND BUILDINGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01347835
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt032284950
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt032646259
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0361309
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt032646259
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0635698
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0635698
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0635698
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0649150
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013452
IRS990PF/DistributableAmountGrp/TotalTaxAmt013452
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0419
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013452
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013452
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013452
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt013871
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt038093021
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0162359
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01548887
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01548887
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt025488297
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt026217859
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt04543723
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt049364
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0435626
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt04543723
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt04543723
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0198950
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0386262
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt05103462
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0679090
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0679090
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0361309
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt032646259
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt038093021
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0361309
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt032646259
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0361309
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt032646259
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0361309
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt032646259
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt013180707
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0604257
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012576450
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0197711
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0649150
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012982996
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt013180707
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt070200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt121405
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HUBERT L BLACKMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANITA BLACKMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 2280
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 2280
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027331
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd127331
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt013452
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt013452
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt012982996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0162359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0481803
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.000000
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0468351

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Filings

Displayed year

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

Open filing
Assets
$32,646,259
Liabilities
$0
Net assets
$32,646,259
Revenue
$33,046,507
Expenses
$761,557
Net income
$32,284,950
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$2.43$1.51$0.91
2023Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$0.81$1.60$0.78
2022Detailed filing. Detailed filing data is available for this year.$28.3$0.06$28.3$0.70$2.17$2.87
2021Detailed filing. Detailed filing data is available for this year.$31.2$0.00$31.2$1.78$1.91$0.14
2020Detailed filing. Detailed filing data is available for this year.$31.3$0.05$31.3$1.68$1.60$0.08
2019Detailed filing. Detailed filing data is available for this year.$31.2$0.01$31.2$0.74$1.50$0.76
2018Detailed filing. Detailed filing data is available for this year.$31.8$0.00$31.8$1.27$2.16$0.89
2017Detailed filing. Detailed filing data is available for this year.$32.6$0.00$32.6$33.0$0.76$32.3