Civic Intelligence

Charles E and Kelle G Branson Family Foundation

990PF • Fiscal year 2022 • EIN 47-7201991

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile
2 Wexford Club DriveHilton Head Island, SC 29928

(270) 827-1577

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

6th percentile

-175%

Higher net margin than 6% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

41st percentile

-3.9%

Faster asset growth than 41% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

15th percentile

-43%

Faster revenue growth than 15% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$187,783

Down $7,693 (-3.9%) from 2021

Net Assets

Down

$187,783

Down $7,693 (-3.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

Down

$7,530

Down $5,699 (-43%) from 2021

Expenses

Up

$20,690

Up $3,564 (+21%) from 2021

Net Income

Down

-$13,160

Down $9,263 (-238%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$300K$200K$100K$0Assets 2016: $198,921Liabilities 2016: $0Net Assets 2016: $198,9212016Assets 2017: $184,130Liabilities 2017: $0Net Assets 2017: $184,1302017Assets 2018: $209,438Liabilities 2018: $0Net Assets 2018: $178,9232018Assets 2019: $195,851Liabilities 2019: $0Net Assets 2019: $195,8512019Assets 2020: $202,604Liabilities 2020: $0Net Assets 2020: $202,6042020Assets 2021: $195,476Liabilities 2021: $0Net Assets 2021: $195,4762021Assets 2022: $187,783Liabilities 2022: $0Net Assets 2022: $187,7832022Assets 2023: $264,620Liabilities 2023: $0Net Assets 2023: $264,6202023

Highlighted filing

2022

Assets$187,783
Liabilities$0
Net Assets$187,783
Open 2022 Filing

Operations Trend

Revenue Growth15th percentile

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

$300K$200K$100K$0-$100KRevenue 2016: $201,929Expenses 2016: $3,008Net Income 2016: $198,9212016Revenue 2017: $18,610Expenses 2017: $33,401Net Income 2017: -$14,7912017Revenue 2018: $5,443Expenses 2018: $10,650Net Income 2018: -$5,2072018Revenue 2019: $9,494Expenses 2019: $21,350Net Income 2019: -$11,8562019Revenue 2020: $9,610Expenses 2020: $4,730Net Income 2020: $4,8802020Revenue 2021: $13,229Expenses 2021: $17,126Net Income 2021: -$3,8972021Revenue 2022: $7,530Expenses 2022: $20,690Net Income 2022: -$13,1602022Revenue 2023: $59,340Expenses 2023: $5,247Net Income 2023: $54,0932023

Highlighted filing

2022

Revenue$7,530
Expenses$20,690
Net Income-$13,160
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES E BRANSONSettlor And-$0--
KELLE G BRANSONSettlor And-$0--
Filing and Contact Details

Filer

Filer Name
The Charles E and Kelle G Branson
EIN
47-7201991
Address
2 WEXFORD CLUB DRIVE, HILTON HEAD ISLAND, SC 29928

Signing Officer

Name
Charles E Branson
Title
Settlor and Trustee
Signed
2023-11-15

Preparer

Firm
Alexander Thompson Arnold Pllc
Address
300 FIRST STREET, HENDERSON, KY 42420
Preparer
Malcolm E Neel Iii
Phone
2708271577
Raw XML Appendix269 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/PersonNm0CHARLES E BRANSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KELLE G BRANSON
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09626
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09527
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt099
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019190
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020458
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05467
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010690
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AGENCY FEES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES E BRANSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SETTLOR AND TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHARLES E AND KELLE G BRANSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0477201991
ReturnHeader/Filer/USAddress/AddressLine1Txt02 WEXFORD CLUB DRIVE
ReturnHeader/Filer/USAddress/CityNm0HILTON HEAD ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029928
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621110839
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALEXANDER THOMPSON ARNOLD PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 FIRST STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HENDERSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd042420
ReturnHeader/PreparerPersonGrp/PhoneNum02708271577
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MALCOLM E NEEL III
ReturnHeader/ReturnTs02023-11-15T13:25:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRANSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$187,783
Liabilities
$0
Net assets
$187,783
Revenue
$7,530
Expenses
$20,690
Net income
-$13,160
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.59$0.05$0.54
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.08$0.21$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.13$0.17$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.10$0.05$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.09$0.21$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.00$1.79$0.05$0.11$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.19$0.33$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$2.02$0.03$1.99