Civic Intelligence

Kate and Joe Sam Queen Family

EIN 52-2364202 • Waynesville, NC

58 Pigeon StreetWaynesville, NC 28786
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

97th percentile

0.12x

Higher debt load relative to assets than 97% of similar nonprofits.

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

1.25x

Higher debt load relative to revenue than 98% of similar nonprofits.

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Net Margin

79th percentile

53%

Higher net margin than 79% of similar nonprofits.

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Asset Growth

84th percentile

19%

Faster asset growth than 84% of similar nonprofits.

NTEE T22 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-0.1%

Faster revenue growth than 35% of similar nonprofits.

NTEE T22 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$861,320

Up $137,036 (+19%) from 2023

Liabilities

Down

$107,620

Down $14,219 (-12%) from 2023

Net Assets

Up

$753,700

Up $151,255 (+25%) from 2023

Operations
Liabilities / Revenue98th percentileNet Margin79th percentile

Revenue

Down

$86,168

Down $63 (-0.1%) from 2023

Expenses

Up

$40,664

Up $13,492 (+50%) from 2023

Net Income

Down

$45,504

Down $13,555 (-23%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $475,175Liabilities 2010: $0Net Assets 2010: $475,1752010Assets 2011: $549,840Liabilities 2011: $02011Assets 2012: $534,516Liabilities 2012: $02012Assets 2013: $561,586Liabilities 2013: $02013Assets 2014: $583,691Liabilities 2014: $02014Assets 2015: $558,543Liabilities 2015: $02015Assets 2016: $755,368Liabilities 2016: $199,750Net Assets 2016: $555,6182016Assets 2017: $735,450Liabilities 2017: $202,574Net Assets 2017: $532,8762017Assets 2018: $706,394Liabilities 2018: $198,165Net Assets 2018: $508,2292018Assets 2019: $686,244Liabilities 2019: $203,5522019Assets 2020: $664,607Liabilities 2020: $210,193Net Assets 2020: $454,4142020Assets 2021: $603,060Liabilities 2021: $161,560Net Assets 2021: $441,5002021Assets 2022: $591,860Liabilities 2022: $174,298Net Assets 2022: $417,5622022Assets 2023: $724,284Liabilities 2023: $121,839Net Assets 2023: $602,4452023Assets 2024: $861,320Liabilities 2024: $107,620Net Assets 2024: $753,7002024

Highlighted filing

2024

Assets$861,320
Liabilities$107,620
Net Assets$753,700
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2010: $36,9372010Revenue 2011: $99,860Expenses 2011: $25,195Net Income 2011: $74,6652011Revenue 2012: $33,294Expenses 2012: $48,618Net Income 2012: -$15,3242012Revenue 2013: $50,253Expenses 2013: $23,183Net Income 2013: $27,0702013Revenue 2014: $73,252Expenses 2014: $51,147Net Income 2014: $22,1052014Revenue 2015: $38,740Expenses 2015: $63,888Net Income 2015: -$25,1482015Revenue 2016: $22,331Expenses 2016: $25,256Net Income 2016: -$2,9252016Revenue 2017: $11,630Expenses 2017: $32,913Net Income 2017: -$21,2832017Revenue 2018: $18,031Expenses 2018: $42,677Net Income 2018: -$24,6462018Revenue 2019: $10,469Expenses 2019: $36,006Net Income 2019: -$25,5372019Revenue 2020: $8,838Expenses 2020: $37,116Net Income 2020: -$28,2782020Revenue 2021: $49,893Expenses 2021: $62,807Net Income 2021: -$12,9142021Revenue 2022: $4,093Expenses 2022: $28,031Net Income 2022: -$23,9382022Revenue 2023: $86,231Expenses 2023: $27,172Net Income 2023: $59,0592023Revenue 2024: $86,168Expenses 2024: $40,664Net Income 2024: $45,5042024

Highlighted filing

2024

Revenue$86,168
Expenses$40,664
Net Income$45,504
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$861,320
Liabilities
$107,620
Net assets
$753,700
Revenue
$86,168
Expenses
$40,664
Net income
$45,504
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.61$1.08$7.54$0.86$0.41$0.46
2023Detailed filing. Detailed filing data is available for this year.$7.24$1.22$6.02$0.86$0.27$0.59
2022Detailed filing. Detailed filing data is available for this year.$5.92$1.74$4.18$0.04$0.28$0.24
2021Detailed filing. Detailed filing data is available for this year.$6.03$1.62$4.42$0.50$0.63$0.13
2020Detailed filing. Detailed filing data is available for this year.$6.65$2.10$4.54$0.09$0.37$0.28
2019Summary only. Only limited summary data is available for this year.$6.86$2.04$0.10$0.36$0.26
2018Detailed filing. Detailed filing data is available for this year.$7.06$1.98$5.08$0.18$0.43$0.25
2017Detailed filing. Detailed filing data is available for this year.$7.35$2.03$5.33$0.12$0.33$0.21
2016Detailed filing. Detailed filing data is available for this year.$7.55$2.00$5.56$0.22$0.25$0.03
2015Summary only. Only limited summary data is available for this year.$5.59$0.00$0.39$0.64$0.25
2014Summary only. Only limited summary data is available for this year.$5.84$0.00$0.73$0.51$0.22
2013Summary only. Only limited summary data is available for this year.$5.62$0.00$0.50$0.23$0.27
2012Summary only. Only limited summary data is available for this year.$5.35$0.00$0.33$0.49$0.15
2011Summary only. Only limited summary data is available for this year.$5.50$0.00$1.00$0.25$0.75
2010Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Aug 1, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE SAM QUEENPresident-$0--
KATE QUEENSecr/Treas-$0--
SARA QUEENDirector-$0--
Filing and Contact Details

Filer

Filer Name
Kate and Joe Sam Queen Family
EIN
52-2364202
Phone
8284521688
Address
58 PIGEON STREET, WAYNESVILLE, NC 28786

Signing Officer

Name
Joe Sam Queen
Title
President
Phone
8284521688
Signed
2025-08-01
Discuss with paid preparer
Yes

Preparer

Firm
Ray Bumgarner Kingshill & Assoc Pa
Address
385 N HAYWOOD ST STE 3, WAYNESVILLE, NC 28786
Preparer
Nancy Lux
Phone
8284524734
Raw XML Appendix293 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/PersonNm0JOE SAM QUEEN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt058 PIGEON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WAYNESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028786
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt026475
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07991
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018484
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032976
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0704
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0704
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0704
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026475
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0704
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt024281
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018484
LandEtcSchedule2/LandEtcGrp/BookValueAmt0211521
LandEtcSchedule2/LandEtcGrp/BookValueAmt1116650
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0PITTILLO HOUSE
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1PITTILLO LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0211521
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1116650
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0211521
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt1116650
MortgagesAndNotesPayableSch/NotePayableGrp/BalanceDueAmt0107620
MortgagesAndNotesPayableSch/NotePayableGrp/InterestRt00.0399
MortgagesAndNotesPayableSch/NotePayableGrp/LenderNameGrp/PersonNm0MORTGAGE- FIRST CITIZENS BANK
MortgagesAndNotesPayableSch/NotePayableGrp/LoanMaturityDt01931-10
MortgagesAndNotesPayableSch/NotePayableGrp/LoanOriginalAmt0199750
MortgagesAndNotesPayableSch/NotePayableGrp/LoanPurposeTxt0PURCHASE PRICE
MortgagesAndNotesPayableSch/NotePayableGrp/NoteDt02016-10
MortgagesAndNotesPayableSch/NotePayableGrp/RepaymentTermsTxt01,486 PER MONTH
MortgagesAndNotesPayableSch/NotePayableGrp/SecurityProvidedBorrowerTxt0REAL PROPERTY 675 CANE CREEK
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MGT FEES - BB&T
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PROPERTY & GEN LIABILITY INS.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PROPERTY MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PROPERTY UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6BOB PLOTT FESTIVAL SPONSORSHI
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01897
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1274
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1DAN PITTILLO HOUSE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt011
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt011
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt112040
OtherIncreasesSchedule/OtherIncreasesDetail/Amt045421
OtherIncreasesSchedule/OtherIncreasesDetail/Amt160330
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON PITTILLO HOUSE
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1UNREALIZED GAIN ON 12.84 ACRES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO JOE SAM QUEEN
TaxesSchedule/TaxesDetail/Amt01296
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY TAXES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE SAM QUEEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08284521688
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATE AND JOE SAM QUEEN FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATE
ReturnHeader/Filer/EIN0522364202
ReturnHeader/Filer/PhoneNum08284521688
ReturnHeader/Filer/USAddress/AddressLine1Txt058 PIGEON STREET
ReturnHeader/Filer/USAddress/CityNm0WAYNESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028786
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561371036
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAY BUMGARNER KINGSHILL & ASSOC PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0385 N HAYWOOD ST STE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAYNESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028786
ReturnHeader/PreparerPersonGrp/PhoneNum08284524734
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY LUX
ReturnHeader/ReturnTs02025-10-08T13:36:36-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-11-01
ReturnHeader/TaxPeriodEndDt02024-10-31
ReturnHeader/TaxYr02023

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