Civic Intelligence

John M Belk Endowment

990PF • Fiscal year 2016 • EIN 56-1954114

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization Profile

View Organization Page

4201 CONGRESS STREET No 470Charlotte, NC 28209

(704) 943-4160

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Balance Sheet

Assets

Down

$309,627,325

Down $1,841,820 (-0.6%) from 2015

Net Assets

Down

$309,621,012

Down $1,841,857 (-0.6%) from 2015

Liabilities

Up

$6,313

Up $37 (+0.6%) from 2015

Revenue And Expenses

Revenue

Down

$3,060,462

Down $101,920,901 (-97%) from 2015

Expenses

Down

$4,902,319

Down $33,746,562 (-87%) from 2015

Net Income

Down

-$1,841,857

Down $68,174,339 (-103%) from 2015

Historical Trend

Balance Sheet Trend

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

$400M$300M$200M$100M$0Assets 2011: $7,289,869Liabilities 2011: $02011Assets 2012: $195,851,310Liabilities 2012: $1,0832012Assets 2013: $218,031,223Liabilities 2013: $1,4912013Assets 2014: $240,415,018Liabilities 2014: $5,0822014Assets 2015: $311,469,145Liabilities 2015: $6,276Net Assets 2015: $311,462,8692015Assets 2016: $309,627,325Liabilities 2016: $6,313Net Assets 2016: $309,621,0122016Assets 2016: $316,252,616Liabilities 2016: $6,313Net Assets 2016: $316,246,3032016Assets 2017: $329,166,608Liabilities 2017: $6,058Net Assets 2017: $329,160,5502017Assets 2018: $334,531,506Liabilities 2018: $18,772Net Assets 2018: $334,512,7342018Assets 2019: $345,408,406Liabilities 2019: $12,653Net Assets 2019: $345,395,7532019Assets 2020: $344,527,989Liabilities 2020: $4,363Net Assets 2020: $344,523,6262020Assets 2021: $396,941,761Liabilities 2021: $4,132Net Assets 2021: $396,937,6292021Assets 2022: $383,291,233Liabilities 2022: $28,474Net Assets 2022: $383,262,7592022Assets 2023: $362,403,473Liabilities 2023: $14,458Net Assets 2023: $362,389,0152023Assets 2024: $378,973,142Liabilities 2024: $168,560Net Assets 2024: $378,804,5822024

Highlighted filing

2016

Assets$309,627,325
Liabilities$6,313
Net Assets$309,621,012
Open 2016 Filing

Operations Trend

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

$300M$200M$100M$0-$100MRevenue 2011: $3,137,276Expenses 2011: $1,392,019Net Income 2011: $1,745,2572011Revenue 2012: $244,123,465Expenses 2012: $2,465,185Net Income 2012: $241,658,2802012Revenue 2013: $26,266,902Expenses 2013: $4,810,757Net Income 2013: $21,456,1452013Revenue 2014: $32,207,223Expenses 2014: $13,787,418Net Income 2014: $18,419,8052014Revenue 2015: $104,981,363Expenses 2015: $38,648,881Net Income 2015: $66,332,4822015Revenue 2016: $3,060,462Expenses 2016: $4,902,319Net Income 2016: -$1,841,8572016Revenue 2016: $10,077,004Expenses 2016: $5,839,426Net Income 2016: $4,237,5782016Revenue 2017: $19,294,374Expenses 2017: $6,380,127Net Income 2017: $12,914,2472017Revenue 2018: $21,554,431Expenses 2018: $16,202,247Net Income 2018: $5,352,1842018Revenue 2019: $32,362,353Expenses 2019: $21,582,069Net Income 2019: $10,780,2842019Revenue 2020: $19,824,991Expenses 2020: $20,697,118Net Income 2020: -$872,1272020Revenue 2021: $76,034,654Expenses 2021: $23,620,651Net Income 2021: $52,414,0032021Revenue 2022: $11,349,973Expenses 2022: $25,024,843Net Income 2022: -$13,674,8702022Revenue 2023: $2,550,432Expenses 2023: $23,424,176Net Income 2023: -$20,873,7442023Revenue 2024: $39,544,209Expenses 2024: $23,144,997Net Income 2024: $16,399,2122024

Highlighted filing

2016

Revenue$3,060,462
Expenses$4,902,319
Net Income-$1,841,857
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTEN TESKEYExec. Dir./Asst. Sec.FT$221,040$31,262$252,302
JEFFREY ALLIGOODDirector Of Fin.&Oper./Asst. TFT$159,152$20,300$179,452
MARY CLAUDIA BELK PILONBoard ChairPT$0--
GEORGE DEWEYVice ChairPT$0--
VIRGINIA M ESPOSITOBoard Member/SecretaryPT$0--
BRIAN MARLEYBoard Member/TreasurerPT$0--
CLAUDIA W BELKBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
John M Belk Endowment
EIN
56-1954114
Phone
7049434160
Address
4201 CONGRESS STREET No 470, CHARLOTTE, NC 28209

Signing Officer

Name
Mary Claudia Belk Pilon
Title
Board Chair
Phone
7049434160
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Dixon Hughes Goodman Llp
Address
500 RIDGEFIELD COURT, ASHEVILLE, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Raw XML AppendixShowing 400 of 621 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/AverageHrsPerWkDevotedToPosRt540.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt640.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt5221040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt6159152
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt57220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt66366
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt524042
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt613934
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY CLAUDIA BELK PILON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GEORGE DEWEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2VIRGINIA M ESPOSITO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BRIAN MARLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CLAUDIA W BELK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5KRISTEN TESKEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6JEFFREY ALLIGOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0BOARD CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2BOARD MEMBER/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3BOARD MEMBER/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5EXEC. DIR./ASST. SEC.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIR. OF FIN.&OPER./ASST. T
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04201 CONGRESS STREET STE 470
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14201 CONGRESS STREET STE 470
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24201 CONGRESS STREET STE 470
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34201 CONGRESS STREET STE 470
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44201 CONGRESS STREET STE 470
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt54201 CONGRESS STREET STE 470
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt64201 CONGRESS STREET STE 470
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd228209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd328209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd428209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd528209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd628209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt022947197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt022972406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt037294144
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt012836097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03562828
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02346250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01368000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.076944
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.123004
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.012636
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.012319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.192609
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt025209
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0298232441
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0303195297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0290735649
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0281957406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0190459114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07102486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03253285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.384718
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03253285
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt06627
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03246658
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03253285
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$309,627,325
Liabilities
$6,313
Net assets
$309,621,012
Revenue
$3,060,462
Expenses
$4,902,319
Net income
-$1,841,857
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$379$0.17$379$39.5$23.1$16.4
2023Detailed filing. Detailed filing data is available for this year.$362$0.01$362$2.55$23.4$20.9
2022Detailed filing. Detailed filing data is available for this year.$383$0.03$383$11.3$25.0$13.7
2021Detailed filing. Detailed filing data is available for this year.$397$0.00$397$76.0$23.6$52.4
2020Detailed filing. Detailed filing data is available for this year.$345$0.00$345$19.8$20.7$0.87
2019Detailed filing. Detailed filing data is available for this year.$345$0.01$345$32.4$21.6$10.8
2018Detailed filing. Detailed filing data is available for this year.$335$0.02$335$21.6$16.2$5.35
2017Detailed filing. Detailed filing data is available for this year.$329$0.01$329$19.3$6.38$12.9
2016Detailed filing. Detailed filing data is available for this year.$316$0.01$316$10.1$5.84$4.24
2016Detailed filing. Detailed filing data is available for this year.$310$0.01$310$3.06$4.90$1.84
2015Detailed filing. Detailed filing data is available for this year.$311$0.01$311$105$38.6$66.3
2014Summary only. Only limited summary data is available for this year.$240$0.01$32.2$13.8$18.4
2013Summary only. Only limited summary data is available for this year.$218$0.00$26.3$4.81$21.5
2012Summary only. Only limited summary data is available for this year.$196$0.00$244$2.47$242
2011Summary only. Only limited summary data is available for this year.$7.29$0.00$3.14$1.39$1.75