Civic Intelligence

Lucius Wade Edwards Private Foundation Inc.

990PF • Fiscal year 2016 • EIN 56-2026070

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 23, 2017

Organization Profile
P O Box 90863Raleigh, NC 27675

(919) 856-9233

Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

Higher debt load relative to assets than 87% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

91st percentile

0.05x

Higher debt load relative to revenue than 91% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Net Margin

11th percentile

-310%

Higher net margin than 11% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

98th percentile

$71,400

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 111.2% of source-year revenue.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Asset Growth

11th percentile

-11%

Faster asset growth than 11% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

154%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$1,638,539

Down $195,037 (-11%) from 2015

Net Assets

$1,635,101

No earlier filing loaded for comparison.

Liabilities

Up

$3,438

Up $3,438 from 2015

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin11th percentile

Revenue

Up

$64,234

Up $38,912 (+154%) from 2015

Expenses

Down

$263,356

Down $6,904 (-2.6%) from 2015

Net Income

Up

-$199,122

Up $45,816 (+19%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,286,569Liabilities 2011: $3,9962011Assets 2012: $2,120,246Liabilities 2012: $02012Assets 2013: $2,052,398Liabilities 2013: $02013Assets 2014: $2,079,515Liabilities 2014: $02014Assets 2015: $1,833,576Liabilities 2015: $02015Assets 2016: $1,638,539Liabilities 2016: $3,438Net Assets 2016: $1,635,1012016Assets 2017: $1,535,955Liabilities 2017: $0Net Assets 2017: $1,535,9552017Assets 2018: $1,391,602Liabilities 2018: $4,060Net Assets 2018: $1,387,5422018Assets 2019: $1,196,471Liabilities 2019: $0Net Assets 2019: $1,196,4712019Assets 2020: $1,008,346Liabilities 2020: $4,700Net Assets 2020: $1,003,6462020Assets 2021: $1,092,161Liabilities 2021: $9,729Net Assets 2021: $1,082,4322021Assets 2022: $909,842Liabilities 2022: $0Net Assets 2022: $909,8422022Assets 2023: $752,607Liabilities 2023: $0Net Assets 2023: $752,6072023Assets 2024: $852,625Liabilities 2024: $0Net Assets 2024: $852,6252024

Highlighted filing

2016

Assets$1,638,539
Liabilities$3,438
Net Assets$1,635,101
Open 2016 Filing

Operations Trend

Revenue Growth86th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $335,443Expenses 2011: $252,809Net Income 2011: $82,6342011Revenue 2012: $74,451Expenses 2012: $229,964Net Income 2012: -$155,5132012Revenue 2013: $150,697Expenses 2013: $223,446Net Income 2013: -$72,7492013Revenue 2014: $236,532Expenses 2014: $209,493Net Income 2014: $27,0392014Revenue 2015: $25,322Expenses 2015: $270,260Net Income 2015: -$244,9382015Revenue 2016: $64,234Expenses 2016: $263,356Net Income 2016: -$199,1222016Revenue 2017: $126,742Expenses 2017: $221,895Net Income 2017: -$95,1532017Revenue 2018: $65,328Expenses 2018: $213,320Net Income 2018: -$147,9922018Revenue 2019: $25,081Expenses 2019: $215,781Net Income 2019: -$190,7002019Revenue 2020: $22,396Expenses 2020: $215,489Net Income 2020: -$193,0932020Revenue 2021: $316,230Expenses 2021: $237,045Net Income 2021: $79,1852021Revenue 2022: $38,779Expenses 2022: $211,496Net Income 2022: -$172,7172022Revenue 2023: $9,527Expenses 2023: $166,677Net Income 2023: -$157,1502023Revenue 2024: $111,532Expenses 2024: $11,554Net Income 2024: $99,9782024

Highlighted filing

2016

Revenue$64,234
Expenses$263,356
Net Income-$199,122
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 23, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETSEY A MCFARLANDExecutive DiFT$71,400-$71,400
JOHN R EDWARDSChair, Direc-$0--
DAVID F KIRBYVice Chair,-$0--
CATHARINE E EDWARDSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lucius Wade Edwards Private Fdtn
EIN
56-2026070
Phone
9198569233
Address
P O BOX 90863, RALEIGH, NC 27675

Signing Officer

Name
John R Edwards
Title
Chair, Director
Phone
9198569233
Signed
2017-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Maddison & Caison Llp
Address
1111 OBERLIN RD, RALEIGH, NC 27605-1136
Preparer
Laurence B Maddison Iii
Phone
9198215482
Raw XML Appendix327 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/PersonNm0JOHN R EDWARDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAVID F KIRBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CATHARINE E EDWARDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BETSEY A MCFARLAND
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23105 BEAUFORT ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31219 STURDIVANT DRIVE
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02005 HILLOCK DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt027612
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RALEIGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027612
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LAURA HARPER
IRS990PF/StatementsRegardingActyGrp/PhoneNum09197872762
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOHN R EDWARDS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1DAVID F KIRBY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt072244
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUNDING REQUEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WADE EDWARDS PUBLIC FDTN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0WADE EDWARDS PUBLIC FDTN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0914 ST MARYS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0914 ST MARYS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027605
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt072244
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/AppliedToCurrentYearAmt085428
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt085428
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0150100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt086387
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0115209
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0114583
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0130489
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0130489
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0559485
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt093206
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0150100
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt086387
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0115209
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0114583
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0178634
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt093206
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0689974
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0596768
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt04320
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FEDERAL ESTIMATED TAX PREPAYMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03944
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03944
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PAYROLL PROCESSING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BALENTINE ACCOUNT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4WORKERS COMP INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt048
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1295
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2535
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012617
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt048
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1295
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt212617
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3535
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYROLL LIABILITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03438
TaxesSchedule/TaxesDetail/Amt0376
TaxesSchedule/TaxesDetail/Amt1329
TaxesSchedule/TaxesDetail/CategoryTxt02015 FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0329
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN R EDWARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR, DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09198569233
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUCIUS WADE EDWARDS PRIVATE FDTN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0LUCI
ReturnHeader/Filer/EIN0562026070
ReturnHeader/Filer/PhoneNum09198569233
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 90863
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027675
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03568A8C79D7BB4EDED8BF0F74EA0727C6811442F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03568A8C79D7BB4EDED8BF0F74EA0727C6811442F
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561053187
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MADDISON & CAISON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01111 OBERLIN RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0276051136
ReturnHeader/PreparerPersonGrp/PhoneNum09198215482
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURENCE B MADDISON III
ReturnHeader/ReturnTs02017-11-14T10:17:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,638,539
Liabilities
$3,438
Net assets
$1,635,101
Revenue
$64,234
Expenses
$263,356
Net income
-$199,122
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.11$0.01$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.01$0.17$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.04$0.21$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.01$1.08$0.32$0.24$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.00$0.02$0.22$0.19
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.03$0.22$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.07$0.21$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.13$0.22$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.06$0.26$0.20
2015Summary only. Only limited summary data is available for this year.$1.83$0.00$0.03$0.27$0.24
2014Summary only. Only limited summary data is available for this year.$2.08$0.00$0.24$0.21$0.03
2013Summary only. Only limited summary data is available for this year.$2.05$0.00$0.15$0.22$0.07
2012Summary only. Only limited summary data is available for this year.$2.12$0.00$0.07$0.23$0.16
2011Summary only. Only limited summary data is available for this year.$2.29$0.00$0.34$0.25$0.08