Civic Intelligence

Marilyn K North Family Foundation

990PF • Fiscal year 2019 • EIN 47-1741956

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 03, 2020

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

85th percentile

0.00x

Higher debt load relative to assets than 85% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

0.00x

Higher debt load relative to revenue than 86% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Net Margin

19th percentile

-112%

Higher net margin than 19% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Asset Growth

21st percentile

-5.7%

Faster asset growth than 21% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

41st percentile

-14%

Faster revenue growth than 41% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$1,067,430

Down $64,004 (-5.7%) from 2018

Net Assets

Down

$1,067,430

Down $64,004 (-5.7%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin19th percentile

Revenue

Down

$57,318

Down $9,601 (-14%) from 2018

Expenses

Up

$121,322

Up $98,285 (+427%) from 2018

Net Income

Down

-$64,004

Down $107,886 (-246%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2019

Assets$1,067,430
Liabilities$1
Net Assets$1,067,430
Open 2019 Filing

Operations Trend

Revenue Growth41st 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

2019

Revenue$57,318
Expenses$121,322
Net Income-$64,004
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 3, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay82nd 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
2020-11-03
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 Appendix353 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/PersonNm0KEN NORTH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARK K MILLER
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
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 & 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/AppliedToCurrentYearAmt057357
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt057357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt038183
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt039757
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019955
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0140538
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt042643
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt038183
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt039757
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019955
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt042643
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0140538
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt097895
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISOR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015402
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015402
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt06
OtherIncomeSchedule2/OtherIncomeDetail/Desc01250 GAIN
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt06
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06
TaxesSchedule/TaxesDetail/Amt0454
TaxesSchedule/TaxesDetail/Amt11466
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1TAX ON NET INVESTMENT INCOME - PY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0454
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK K MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08284378060
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-03
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/AtSubmissionCreationDeviceId03A0E6B6909FE6CDE3271F2BE30AFB1B3452DEF2C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId009420F7717A3BD74A2EC696EA8912E8C9CF11385
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-11-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm008:31:57
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/ReturnTs02020-11-04T09:34:15-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,067,430
Liabilities
$1
Net assets
$1,067,430
Revenue
$57,318
Expenses
$121,322
Net income
-$64,004
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