Civic Intelligence

Marilyn K North Family Foundation

990PF • Fiscal year 2016 • EIN 47-1741956

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

Organization Profile
PO Box 1489Morganton, NC 28680

(828) 437-8060

Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

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

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

0.00x

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

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Net Margin

1st percentile

-4887%

Higher net margin than 1% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Asset Growth

10th percentile

-9.9%

Faster asset growth than 10% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$1,144,249

Down $125,436 (-9.9%) from 2015

Net Assets

Down

$1,144,249

Down $125,436 (-9.9%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin1st percentile

Revenue

Down

$2,549

Down $1,415,128 (-100%) from 2015

Expenses

Down

$127,115

Down $21,664 (-15%) from 2015

Net Income

Down

-$124,566

Down $1,393,464 (-110%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $1Liabilities 2014: $1Net Assets 2014: $02014Assets 2015: $1,269,685Liabilities 2015: $1Net Assets 2015: $1,269,6852015Assets 2016: $1,144,249Liabilities 2016: $0Net Assets 2016: $1,144,2492016Assets 2017: $1,087,552Liabilities 2017: $0Net Assets 2017: $1,087,5522017Assets 2018: $1,131,434Liabilities 2018: $0Net Assets 2018: $1,131,4342018Assets 2019: $1,067,430Liabilities 2019: $1Net Assets 2019: $1,067,4302019Assets 2020: $1,117,655Liabilities 2020: $1Net Assets 2020: $1,117,6552020Assets 2021: $1,223,104Liabilities 2021: $1Net Assets 2021: $1,223,1042021Assets 2022: $1,250,635Liabilities 2022: $1Net Assets 2022: $1,250,6352022Assets 2023: $1,232,786Liabilities 2023: $1Net Assets 2023: $1,232,7862023Assets 2024: $1,226,544Liabilities 2024: $0Net Assets 2024: $1,226,5442024

Highlighted filing

2016

Assets$1,144,249
Liabilities$0
Net Assets$1,144,249
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $1,417,677Expenses 2015: $148,779Net Income 2015: $1,268,8982015Revenue 2016: $2,549Expenses 2016: $127,115Net Income 2016: -$124,5662016Revenue 2017: $65,303Expenses 2017: $122,203Net Income 2017: -$56,9002017Revenue 2018: $66,919Expenses 2018: $23,037Net Income 2018: $43,8822018Revenue 2019: $57,318Expenses 2019: $121,322Net Income 2019: -$64,0042019Revenue 2020: $71,436Expenses 2020: $21,211Net Income 2020: $50,2252020Revenue 2021: $131,758Expenses 2021: $26,309Net Income 2021: $105,4492021Revenue 2022: $50,871Expenses 2022: $23,340Net Income 2022: $27,5312022Revenue 2023: $68,548Expenses 2023: $86,397Net Income 2023: -$17,8492023Revenue 2024: $93,526Expenses 2024: $99,784Net Income 2024: -$6,2582024

Highlighted filing

2016

Revenue$2,549
Expenses$127,115
Net Income-$124,566
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEN NORTHTrustee-$0--
STEPHEN NORTHTrustee-$0--
MARK K MILLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Marilyn K North Foundation
EIN
47-1741956
Phone
8284378060
Address
PO BOX 1489, MORGANTON, NC 28680

Signing Officer

Name
Mark K Miller
Title
Trustee
Phone
8284378060
Signed
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Smith Miller & Buff CPA Pa
Address
PO BOX 1489, MORGANTON, NC 28680-1489
Preparer
Rosa M Read CPA
Phone
8284378060
Raw XML Appendix346 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARK K MILLER
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARK K MILLER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1489
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MORGANTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028655
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08284378060
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR OPERATIONS AT RECIPIENT'S DISCRETION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0INSTITUTE OF RANGE AND THE AMERICAN MUSTANG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 998
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOT SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0SD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd057747
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt060243
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt060243
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt080228
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0119985
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt039757
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt080228
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt039757
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0119985
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt080228
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0870
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0RETURN OF PRINCIPAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISOR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt016320
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt016320
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1181
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-39
OtherIncomeSchedule2/OtherIncomeDetail/Desc0US COMMODITY INDEX FUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-39
TaxesSchedule/TaxesDetail/Amt0446
TaxesSchedule/TaxesDetail/Amt16168
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1TAX ON NET INVESTMENT INCOME - PY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0446
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK K MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08284378060
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARILYN K NORTH FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MARK K MILLER
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0471741956
ReturnHeader/Filer/PhoneNum08284378060
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1489
ReturnHeader/Filer/USAddress/CityNm0MORGANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028680
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId035BD32FB84C8F7743A6F0CF7AF30C5E102FEF839
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId035BD32FB84C8F7743A6F0CF7AF30C5E102FEF839
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02017-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:10:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561394468
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH MILLER & BUFF CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1489
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MORGANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0286801489
ReturnHeader/PreparerPersonGrp/PhoneNum08284378060
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSA M READ CPA
ReturnHeader/ReturnTs02017-05-11T08:31:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,144,249
Liabilities
$0
Net assets
$1,144,249
Revenue
$2,549
Expenses
$127,115
Net income
-$124,566
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.09$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.07$0.09$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.05$0.02$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.13$0.03$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.07$0.02$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.06$0.12$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.07$0.02$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.07$0.12$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.00$0.13$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$1.42$0.15$1.27
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00