Civic Intelligence

F Alan & Jane F Dulaney Charitable Tr Ua 090895

990PF • Fiscal year 2020 • EIN 54-6487683

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 28, 2021

Organization Profile
PO Box 2907 - Mc 100-01-02-50Wilson, NC 27894-2907

(540) 665-4345

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

58th percentile

9.8%

Higher net margin than 58% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

59th percentile

$46,790

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

42nd percentile

0.9%

Faster asset growth than 42% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

58%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,682,218

Up $33,063 (+0.9%) from 2019

Net Assets

Up

$3,682,218

Up $33,063 (+0.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin58th percentile

Revenue

Up

$274,975

Up $101,089 (+58%) from 2019

Expenses

Down

$248,077

Down $5,102 (-2.0%) from 2019

Net Income

Up

$26,898

Up $106,191 (+134%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,537,455Liabilities 2010: $0Net Assets 2010: $3,537,4552010Assets 2011: $3,687,679Liabilities 2011: $0Net Assets 2011: $3,687,6792011Assets 2012: $3,619,150Liabilities 2012: $0Net Assets 2012: $3,619,1502012Assets 2013: $3,552,063Liabilities 2013: $0Net Assets 2013: $3,552,0632013Assets 2014: $3,810,435Liabilities 2014: $0Net Assets 2014: $3,810,4352014Assets 2015: $3,797,125Liabilities 2015: $0Net Assets 2015: $3,797,1252015Assets 2016: $3,800,070Liabilities 2016: $0Net Assets 2016: $3,800,0702016Assets 2017: $3,840,429Liabilities 2017: $0Net Assets 2017: $3,840,4292017Assets 2018: $3,726,929Liabilities 2018: $0Net Assets 2018: $3,726,9292018Assets 2019: $3,649,155Liabilities 2019: $0Net Assets 2019: $3,649,1552019Assets 2020: $3,682,218Liabilities 2020: $0Net Assets 2020: $3,682,2182020Assets 2021: $4,528,310Liabilities 2021: $0Net Assets 2021: $4,528,3102021Assets 2022: $4,337,358Liabilities 2022: $0Net Assets 2022: $4,337,3582022Assets 2023: $4,175,442Liabilities 2023: $0Net Assets 2023: $4,175,4422023Assets 2024: $4,103,286Liabilities 2024: $0Net Assets 2024: $4,103,2862024

Highlighted filing

2020

Assets$3,682,218
Liabilities$0
Net Assets$3,682,218
Open 2020 Filing

Operations Trend

Revenue Growth87th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $253,6262010Expenses 2011: $265,9472011Expenses 2012: $274,3712012Revenue 2013: $204,706Expenses 2013: $270,676Net Income 2013: -$65,9702013Revenue 2014: $524,948Expenses 2014: $267,066Net Income 2014: $257,8822014Revenue 2015: $264,463Expenses 2015: $278,055Net Income 2015: -$13,5922015Revenue 2016: $260,814Expenses 2016: $257,659Net Income 2016: $3,1552016Revenue 2017: $294,490Expenses 2017: $253,548Net Income 2017: $40,9422017Revenue 2018: $143,477Expenses 2018: $255,782Net Income 2018: -$112,3052018Revenue 2019: $173,886Expenses 2019: $253,179Net Income 2019: -$79,2932019Revenue 2020: $274,975Expenses 2020: $248,077Net Income 2020: $26,8982020Revenue 2021: $1,346,246Expenses 2021: $245,726Net Income 2021: $1,100,5202021Revenue 2022: $95,768Expenses 2022: $286,556Net Income 2022: -$190,7882022Revenue 2023: $118,170Expenses 2023: $279,940Net Income 2023: -$161,7702023Revenue 2024: $209,694Expenses 2024: $282,695Net Income 2024: -$73,0012024

Highlighted filing

2020

Revenue$274,975
Expenses$248,077
Net Income$26,898
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 28, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$46,790-$46,790
Filing and Contact Details

Filer

Filer Name
Dulaney Fa and Jf Char
EIN
54-6487683
Phone
5406654345
Address
PO BOX 2907 - MC 100-01-02-50, WILSON, NC 27894-2907

Signing Officer

Name
Branch Banking Trust Co Trustee
Title
SVP
Phone
5406654345
Signed
2021-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt062840

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,682,218
Liabilities
$0
Net assets
$3,682,218
Revenue
$274,975
Expenses
$248,077
Net income
$26,898
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$0.00$4.10$0.21$0.28$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.18$0.00$4.18$0.12$0.28$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.10$0.29$0.19
2021Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$1.35$0.25$1.10
2020Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.27$0.25$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.00$3.65$0.17$0.25$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.00$3.73$0.14$0.26$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.84$0.00$3.84$0.29$0.25$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.00$3.80$0.26$0.26$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.00$3.80$0.26$0.28$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.52$0.27$0.26
2013Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.20$0.27$0.07
2012Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.27
2011Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.27
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.54$0.00$3.54$0.25