Civic Intelligence

Marilyn K North Family Foundation

990PF • Fiscal year 2021 • EIN 47-1741956

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 18, 2022

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

81st percentile

0.00x

Higher debt load relative to assets than 81% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

83rd percentile

0.00x

Higher debt load relative to revenue than 83% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Net Margin

85th percentile

80%

Higher net margin than 85% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Asset Growth

69th percentile

9.4%

Faster asset growth than 69% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

61st percentile

84%

Faster revenue growth than 61% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$1,223,104

Up $105,449 (+9.4%) from 2020

Net Assets

Up

$1,223,104

Up $105,449 (+9.4%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin85th percentile

Revenue

Up

$131,758

Up $60,322 (+84%) from 2020

Expenses

Up

$26,309

Up $5,098 (+24%) from 2020

Net Income

Up

$105,449

Up $55,224 (+110%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2021

Assets$1,223,104
Liabilities$1
Net Assets$1,223,104
Open 2021 Filing

Operations Trend

Revenue Growth61st 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

2021

Revenue$131,758
Expenses$26,309
Net Income$105,449
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 18, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay80th 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
2022-07-18
Discuss with paid preparer
Yes

Preparer

Firm
Smith Miller & Buff CPA Pa
Address
PO BOX 1489, MORGANTON, NC 28680-1489
Preparer
Sheri D Watts CPA
Phone
8284378060
Raw XML Appendix301 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt071325
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt071325
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt042643
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt038183
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01276
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt071325
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010777
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010777
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010777
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt082102
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISOR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020056
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020056
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1113
TaxesSchedule/TaxesDetail/Amt01640
TaxesSchedule/TaxesDetail/CategoryTxt0TAX ON NET INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK K MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08284378060
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-18
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/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/PreparerPersonNm0SHERI D WATTS CPA
ReturnHeader/ReturnTs02022-07-18T15:49:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,223,104
Liabilities
$1
Net assets
$1,223,104
Revenue
$131,758
Expenses
$26,309
Net income
$105,449
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