Civic Intelligence

Lucius Wade Edwards Private Foundation Inc.

990PF • Fiscal year 2017 • EIN 56-2026070

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 22, 2018

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

81st percentile

0.00x

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

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

0.00x

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

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Net Margin

17th percentile

-75%

Higher net margin than 17% of similar nonprofits.

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

98th percentile

$71,400

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 56.3% of source-year revenue.

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Asset Growth

11th percentile

-6.3%

Faster asset growth than 11% of similar nonprofits.

2017 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

97%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$1,535,955

Down $102,584 (-6.3%) from 2016

Net Assets

Down

$1,535,955

Down $99,146 (-6.1%) from 2016

Liabilities

Down

$0

Down $3,438 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin17th percentile

Revenue

Up

$126,742

Up $62,508 (+97%) from 2016

Expenses

Down

$221,895

Down $41,461 (-16%) from 2016

Net Income

Up

-$95,153

Up $103,969 (+52%) from 2016

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

2017

Assets$1,535,955
Liabilities$0
Net Assets$1,535,955
Open 2017 Filing

Operations Trend

Revenue Growth69th 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

2017

Revenue$126,742
Expenses$221,895
Net Income-$95,153
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 22, 2018
Return Version
2017v2.3
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
2018-08-22

Preparer

Firm
Maddison & Caison Llp
Address
1111 OBERLIN RD, RALEIGH, NC 27605-1136
Preparer
Laurence B Maddison Iii
Phone
9198215482
Raw XML Appendix342 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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIR, DIREC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE CHAIR,
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3EXECUTIVE DI
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23105 BEAUFORT ST
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/Amt039270
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/TotalGrantOrContriPdDurYrAmt039270
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/AppliedToCurrentYearAmt082526
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt082526
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt093206
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0150100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt086387
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0115209
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0114583
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0114583
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0499415
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt054513
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt093206
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0150100
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt086387
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0115209
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0137039
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt054513
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0613998
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0559485
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03944
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FEDERAL ESTIMATED TAX PREPAYMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03482
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03482
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05067
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02017 STOCK TRANSFER OUT OF ACCOUNT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PAYROLL PROCESSING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BALENTINE ACCOUNT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3WORKERS COMP INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0243
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1532
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt263
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011611
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0243
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt111611
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2532
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt363
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01074
OtherIncreasesSchedule/OtherIncreasesDetail/Desc01099 VS MONTHLY INVEST STMT DIFFERENCE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt03438
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYROLL LIABILITIES
TaxesSchedule/TaxesDetail/Amt0462
TaxesSchedule/TaxesDetail/Amt11383
TaxesSchedule/TaxesDetail/CategoryTxt02016 FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01383
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN R EDWARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR, DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09198569233
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-22
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/AtSubmissionFilingDeviceId0A4B8F1BC11C5BC47293933FCB9F110185344A7A6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.57.16.202
ReturnHeader/FilingSecurityInformation/IPDt02018-10-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:49:49
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/PreparationDt02018-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURENCE B MADDISON III
ReturnHeader/ReturnTs02018-10-08T08:49:49-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,535,955
Liabilities
$0
Net assets
$1,535,955
Revenue
$126,742
Expenses
$221,895
Net income
-$95,153
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