Civic Intelligence

John M Belk Endowment

990PF • Fiscal year 2016 • EIN 56-1954114

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 06, 2019

Organization Profile

View Organization Page

4201 Congress StreetCharlotte, NC 28209

(704) 943-4160

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

Higher debt load relative to assets than 3% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

4th percentile

0.00x

Higher debt load relative to revenue than 4% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Net Margin

93rd percentile

42%

Higher net margin than 93% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

14th percentile

$252,302

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2016 filings • $250M-$1B nonprofits • Source year 2016

Asset Growth

42nd percentile

1.5%

Faster asset growth than 42% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-90%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$316,252,616

Up $4,783,471 (+1.5%) from 2015

Net Assets

Up

$316,246,303

Up $4,783,434 (+1.5%) from 2015

Liabilities

Up

$6,313

Up $37 (+0.6%) from 2015

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin93rd percentile

Revenue

Down

$10,077,004

Down $94,904,359 (-90%) from 2015

Expenses

Down

$5,839,426

Down $32,809,455 (-85%) from 2015

Net Income

Down

$4,237,578

Down $62,094,904 (-94%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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: $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$316,252,616
Liabilities$6,313
Net Assets$316,246,303
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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: $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$10,077,004
Expenses$5,839,426
Net Income$4,237,578
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2019
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristen TeskeyEd/ Asst SecFT$221,040$31,262$252,302
Jeffrey AlligoodFin/ Asst TreaFT$159,152$20,300$179,452
Mary Claudia Belk PilonBoard ChairPT$0--
George DeweyVice ChairPT$0--
Virginia M EspositoBoard Mbr/SecPT$0--
Brian MarleyBoard Mbr/TreaPT$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, Charlotte, NC 28209

Signing Officer

Name
Mary Claudia Belk Pilon
Title
Board Chair
Signed
2019-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Kurt Coburn
Phone
7134395739
Raw XML AppendixShowing 400 of 915 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15Southern Cal Edison 1.845% 02/01/2022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16Celgene Corp Notes 3.55% 08/15/2022
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm334700 shs Liberty Interactive Corp Q-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm440000 shs Liberty Global Plc-Series C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm515000 shs Diageo Plc- Sponsored Adr
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm615300 shs Nestle S A Spons Adr
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm715000 shs Philip Morris International
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83500 shs Unilever Plc Sponsored ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm933900 shs Unilever N V-NY Shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1013830 shs Wal-Mart Stores Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1120300 shs EOG Resources Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129575 shs Berkshire Hathaway Inc-Cl B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1326500 shs Progressive Corp Ohio
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1435650 shs U S Bancorp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1525000 shs Wells Fargo & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1626000 shs Novartis Ag - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm174000 shs Henry Schein Inc Com Stk
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1818300 shs Zoetis Inc Com Stk
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1911085 shs Perrigo Co Plc Com Stk
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2020000 shs Nielsen Holdings Plc Foreign
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211455 shs Alphabet Inc Cl C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22690 shs Alphabet Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2310000 shs Fleetcor Technologies Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2447900 shs Oracle Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2536000 shs Paypal Holdings Inc- Com Stk
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2633500 shs Qualcomm Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm277500 shs Celanese Corp Series A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2813800 shs Praxair Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29125452.11 shs BBH International Equity
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18360919
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Altarock Partners Series
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Bares Mid-Large Cap Series
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Burgundy Emerging Market
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Clarkston Capital Partners Small-Mid Cap
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4LBC Credit Parners III USTE Series
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5REMS Group Series
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Select Equity Series
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7BBH Cap Partners QP Iv (Cayman) (Valued
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8Longleaf Partners Small Cap Fd
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91-3 Year Treasury Index Non-Lendab
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10US Debt B (510353)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11Emerging Markets Index NL Fund B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12Equity Index NL Fund B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13Msci World Ex-Us Index Fund B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14Russell 2000 Equity Index Fund B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15US Real Estate Securities Fund B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16Alpha Credit HY Bond Fund B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17Short-Term Investment Fund B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18Oaktree Opportunities Sub Trust
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IRS990PF/AmendedReturnInd0X
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Filings

Displayed year

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

Open filing
Assets
$316,252,616
Liabilities
$6,313
Net assets
$316,246,303
Revenue
$10,077,004
Expenses
$5,839,426
Net income
$4,237,578
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
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