Civic Intelligence

Preservation Greensboro Endowment Fund Inc.

990EZ • Fiscal year 2017 • EIN 56-1643072

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

Organization ProfileN/A
P O Box 13136Greensboro, NC 27415

(336) 272-5003

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

2nd percentile

-272%

Higher net margin than 2% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

61st percentile

9.6%

Faster asset growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$397,351

Up $34,949 (+9.6%) from 2016

Net Assets

Up

$397,351

Up $34,949 (+9.6%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin2nd percentile

Revenue

Up

$4,161

Up $763 (+22%) from 2016

Expenses

Down

$15,487

Down $50,467 (-77%) from 2016

Net Income

Up

-$11,326

Up $51,230 (+82%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$600K$400K$200K$0Assets 2010: $391,409Liabilities 2010: $02010Assets 2011: $359,736Liabilities 2011: $02011Assets 2012: $391,124Liabilities 2012: $02012Assets 2013: $442,938Liabilities 2013: $02013Assets 2014: $443,003Liabilities 2014: $445Net Assets 2014: $442,5582014Assets 2015: $404,196Liabilities 2015: $445Net Assets 2015: $403,7512015Assets 2016: $362,402Net Assets 2016: $362,4022016Assets 2017: $397,351Net Assets 2017: $397,3512017Assets 2018: $348,957Net Assets 2018: $348,9572018Assets 2019: $386,879Liabilities 2019: $02019Assets 2020: $372,210Liabilities 2020: $02020Assets 2023: $399,277Net Assets 2023: $399,2772023Assets 2024: $395,264Net Assets 2024: $395,2642024

Highlighted filing

2017

Assets$397,351
Liabilities-
Net Assets$397,351
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

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

$100K$50K$0-$50K-$100KRevenue 2010: $3,451Expenses 2010: $14,851Net Income 2010: -$11,4002010Revenue 2011: $7,995Expenses 2011: $14,678Net Income 2011: -$6,6832011Revenue 2012: $8,806Expenses 2012: $15,386Net Income 2012: -$6,5802012Revenue 2013: $10,275Expenses 2013: $15,000Net Income 2013: -$4,7252013Revenue 2014: $4,098Expenses 2014: $15,695Net Income 2014: -$11,5972014Revenue 2015: $4,255Expenses 2015: $16,753Net Income 2015: -$12,4982015Revenue 2016: $3,398Expenses 2016: $65,954Net Income 2016: -$62,5562016Revenue 2017: $4,161Expenses 2017: $15,487Net Income 2017: -$11,3262017Revenue 2018: $4,571Expenses 2018: $14,826Net Income 2018: -$10,2552018Revenue 2019: $1,275Expenses 2019: $0Net Income 2019: $1,2752019Revenue 2020: $4,136Expenses 2020: $0Net Income 2020: $4,1362020Revenue 2023: $1,572Expenses 2023: $15,517Net Income 2023: -$13,9452023Revenue 2024: $38,590Expenses 2024: $42,603Net Income 2024: -$4,0132024

Highlighted filing

2017

Revenue$4,161
Expenses$15,487
Net Income-$11,326
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.2
Gross Receipts
$4,161
Mission and Program Overview

Mission

To cover ongoing maintenance of Blandwood Mansion, preserve landmarks in Greensboro, NC, and to provide for operating expenses associated with Preservation Greensboro, Inc.

Program Services

DescriptionGrantsExpenses
Preservation of landmarks located in Greensboro, NC$15,487-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda LaneDirector-$0--
George CarrDirector-$0--
Cheryl PrattDirector-$0--
Rev Bernard OwensDirector-$0--
Wes RankinDirector-$0--
Marsh PrauseDirector-$0--
Susan UzzleDirector-$0--
Eric WoodardDirector-$0--
Gene LaBauerDirector-$0--
Elizabeth ZookDirector-$0--
Nancy HoffmannDirector-$0--
John MartinDirector-$0--
Sarah ThomasDirector-$0--
Frankie T Jones JrDirector-$0--
Katie BodeDirector-$0--
LaTasha GravelyDirector-$0--
Craig TaylorPresident-$0--
David ArnekePres. Elect-$0--
Leslie MillsapsSecretary-$0--
Tom EvansTreasurer-$0--
Benjamin BriggsDirector-$0--
Filing and Contact Details

Filer

Filer Name
Preservation Greensboro Endowment Fund
EIN
56-1643072
Phone
3362725003
Address
P O Box 13136, Greensboro, NC 27415

Signing Officer

Name
Tom Evans
Title
Treasurer
Signed
2018-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Apple Koceja & Associates PA
Address
445 Dolley Madison RdSte202, Greensboro, NC 27410
Preparer
Jonathan L Apple CPA
Phone
3368544277
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Preservation Greensboro, Inc. | Cash Amount Given: $15487”

Other Assets.1

“Due from PGI, Inc. - Beginning $12544 Due from PGI, Inc. - Ending $12544”

Other Assets.2

“Beneficial interest in a trust - Beginning $349858 Beneficial interest in a trust - Ending $384807”

Raw XML Appendix210 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Greensboro
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Linda Lane
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1George Carr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cheryl Pratt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rev Bernard Owens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Wes Rankin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Marsh Prause
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Susan Uzzle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Eric Woodard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Gene LaBauer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Elizabeth Zook
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Nancy Hoffmann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11John Martin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Sarah Thomas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Frankie T Jones Jr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Katie Bode
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Craig Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17David Arneke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18Leslie Millsaps
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm19Tom Evans
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm20Benjamin Briggs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17Pres. Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt18Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt19Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt20Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0362402
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0397351
IRS990EZ/OtherChangesInNetAssetsAmt046275
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To cover ongoing maintenance of Blandwood Mansion, preserve landmarks in Greensboro, NC, and to provide for operating expenses associated with Preservation Greensboro, Inc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Preservation of landmarks located in Greensboro, NC
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015487
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015487
IRS990EZ/TotalProgramServiceExpensesAmt015487
IRS990EZ/TotalRevenueAmt04161
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0566086217
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt015487
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Preservation Greensboro Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt015487
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Preservation Greensboro, Inc. | Cash Amount Given: $15487
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Due from PGI, Inc. - Beginning $12544 Due from PGI, Inc. - Ending $12544
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Beneficial interest in a trust - Beginning $349858 Beneficial interest in a trust - Ending $384807
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.2
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tom Evans
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Preservation Greensboro Endowment Fund
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Inc
ReturnHeader/Filer/BusinessNameControlTxt0PRES
ReturnHeader/Filer/EIN0561643072
ReturnHeader/Filer/PhoneNum03362725003
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 13136
ReturnHeader/Filer/USAddress/CityNm0Greensboro
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027415
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561793406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Apple Koceja & Associates PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0445 Dolley Madison RdSte202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greensboro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027410
ReturnHeader/PreparerPersonGrp/PhoneNum03368544277
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jonathan L Apple CPA
ReturnHeader/ReturnTs02018-11-12T06:24:49-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$397,351
Liabilities
-
Net assets
$397,351
Revenue
$4,161
Expenses
$15,487
Net income
-$11,326
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.95$3.95$0.39$0.43$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.99$3.99$0.02$0.16$0.14
2020Summary only. Only limited summary data is available for this year.$3.72$0.00$0.04$0.00$0.04
2019Summary only. Only limited summary data is available for this year.$3.87$0.00$0.01$0.00$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.49$3.49$0.05$0.15$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.97$3.97$0.04$0.15$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.62$3.62$0.03$0.66$0.63
2015Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.04$0.17$0.12
2014Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.04$0.16$0.12
2013Summary only. Only limited summary data is available for this year.$4.43$0.00$0.10$0.15$0.05
2012Summary only. Only limited summary data is available for this year.$3.91$0.00$0.09$0.15$0.07
2011Summary only. Only limited summary data is available for this year.$3.60$0.00$0.08$0.15$0.07
2010Summary only. Only limited summary data is available for this year.$3.91$0.00$0.03$0.15$0.11