Civic Intelligence

Unknown Organization

EIN 56-2042885 • 501(c)3

Profile

The foundation makes annual endowment distributions to enhance girl scout programs as provided by girl scouts - north carolina coastal pines, inc. The organization also aids in the solicitation of contributions in support of the girl scouts - north carolina coastal pines, inc. Whose mission is to build girls of courage, confidence, and character who make the world a better place.

6901 Pinecrest Road27613

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

45th percentile

0.05x

Higher debt load relative to revenue than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

57th percentile

6.6%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-68%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2014

Assets

Up

$1,166,184

Up $71,692 (+6.6%) from 2013

Liabilities

Down

$1,252

Down $523 (-29%) from 2013

Net Assets

Up

$1,164,932

Up $72,215 (+6.6%) from 2013

Revenue

Down

$23,132

Down $11,990 (-34%) from 2013

Expenses

Up

$13,229

Up $4,436 (+50%) from 2013

Net Income

Down

$9,903

Down $16,426 (-62%) from 2013

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $796,173Liabilities 2011: $958Net Assets 2011: $795,2152011Assets 2012: $1,025,197Liabilities 2012: $1,133Net Assets 2012: $1,024,0642012Assets 2013: $1,094,492Liabilities 2013: $1,775Net Assets 2013: $1,092,7172013Assets 2014: $1,166,184Liabilities 2014: $1,252Net Assets 2014: $1,164,9322014

Highlighted filing

2014

Assets$1,166,184
Liabilities$1,252
Net Assets$1,164,932

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0Revenue 2011: $24,622Expenses 2011: $8,513Net Income 2011: $16,1092011Revenue 2012: $221,609Expenses 2012: $9,451Net Income 2012: $212,1582012Revenue 2013: $35,122Expenses 2013: $8,793Net Income 2013: $26,3292013Revenue 2014: $23,132Expenses 2014: $13,229Net Income 2014: $9,9032014

Highlighted filing

2014

Revenue$23,132
Expenses$13,229
Net Income$9,903

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Feb 13, 2015
Return Version
2013v4.0
Gross Receipts
$146,032
Mission and Program Overview

Mission

The foundation makes annual endowment distributions to enhance girl scout programs as provided by girl scouts - north carolina coastal pines, inc. The organization also aids in the solicitation of contributions in support of the girl scouts - north carolina coastal pines, inc. Whose mission is to build girls of courage, confidence, and character who make the world a better place.

The primary purpose of the organization is to protect and administer the investment of funds entrusted to the organization by the girl scouts - north carolina coastal pines, inc. And donors. The organization also aids in the solicitation of contributions in support of the girl scouts - north carolina coastal pines, inc. Whose mission is to build girls of courage, confidence, and character who make the world a better place.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,093,083$1,076,462▼ $16,621
Cash and Non-Interest-Bearing Accounts$100$88,898▲ $88,798
Accounts Receivable$1,021$824▼ $197
Pledges and Grants Receivable$288--
Total Assets$1,094,492$1,166,184▲ $71,692
Liabilities
Accounts Payable and Accrued Expenses$1,207$1,252▲ $45
Other Liabilities$568$0▼ $568
Total Liabilities$1,775$1,252▼ $523
Net Assets / Fund Balance
Unrestricted Net Assets$833,472$895,100▲ $61,628
Permanently Rstr Net Assets$233,336$233,336→ $0
Temporarily Rstr Net Assets$25,909$36,496▲ $10,587
Total Net Assets Fund Balance$1,092,717$1,164,932▲ $72,215
Total Liabilities and Net Assets / Fund Balance$1,094,492$1,166,184▲ $71,692

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$1,096,967$100▲ $80,515$6,400$1,169,182
2013$1,028,313$2,577▲ $71,487$1,250$1,096,967
2012$795,215$101,575▲ $136,725$1,000$1,028,313
2011$807,683-▼ $8,968-$795,215
2010$655,238$100,000▲ $55,945-$807,683
Compensation and Service Providers

Employees

NameTitleOtherTotal
Lisa JonesChief Executive Officer$144,303$144,303
Catherine StipeChief Financial Officer$138,618$138,618

Board Members and Trustees

NameTitle
Jean CarterChair
Bernadette SpongVice Chair
Cynthia Marie SortisioBoard Member
Melissa ReedBoard Member
Susan MartinBoard Member
Annette MooreSecretary
Jim PetersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$100
Program Service Revenue
$0
Investment Income
$23,032
Other Revenue
$0
All Other Contributions
$100
Change in Net Assets
$9,903
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,829
Grants and Similar Amounts Paid$6,400
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,400--$6,400
Fees for Service Investment Mgmnt Fees$4,829--$4,829
Fees for Services Accounting-$2,000-$2,000
Total Functional Expenses$11,229$2,000$0$13,229
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
56-0791500-501(c)(3)Operational Support$6,400
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

Annually the audit committee meets with the independent audit firm to review the completed form 990. After it has been approved by the audit committee, the board of directors are provided an opportunity to review it on the board web portal prior to it being filed with the irs.

Form 990, Part VI, Section B, Line 12C

All officers, directors, and employees are required to complete a conflict of interest disclosure form when elected or hired, and annually thereafter. If a potential conflict arises during the year, it is the stated responsibility of the individual to bring the conflict to the attention of the appropriate person. The disclosures are reviewed by the board chair, the ceo, cfo, and manager as applicable. In the event of a potential conflict, that person will recuse themselves from all discussion and/or vote.

Form 990, Part VI, Section B, Line 15

The foundation has no full time employees. Key personnel in support of the foundation are employees of a related 501(c)(3) organization, girl scouts - north carolina coastal pines and are subject to compensation, classification and all other personnel policies of that organization to ensure reasonableness.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request.

Filing and Contact Details

Filer

EIN
56-2042885
Phone
9197823021

Signing Officer

Name
Catherine Stipe
Title
Chief Financial Officer
Phone
9197823021
Signed
2015-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jean Carter
Formed
1997
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Preparer
Janice a Ratica
Phone
7043771678
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Management has evaluated the effect of the guidance provided by gaap for uncertainty in income taxes. The organizations policy is to record a liability for any tax position taken that is beneficial to the organization, including any related interest and penalties, when it is more likely than not the position taken by management with respect to a transaction or class of transactions will be overturned by a taxing authority upon examination. Management believes that the organization continues to satisfy the requirements of a tax-exempt organization at september 30, 2014. Management has evaluated all other tax positions that could have a significant effect on the financial statements and determined the organization had no uncertain income tax positions at september 30, 2014 and, accordingly, no liability has been accrued. The organization's federal form 990 for 2012, 2013, and 2014 are subject to examination by the irs, generally for three years after filing.

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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt03500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0807683
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0795215
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-8968
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt03500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0655238
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0100000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0807683
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt055945
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.20000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY GAAP FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATIONS POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE ORGANIZATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THAT THE ORGANIZATION CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT SEPTEMBER 30, 2014. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE ORGANIZATION HAD NO UNCERTAIN INCOME TAX POSITIONS AT SEPTEMBER 30, 2014 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. THE ORGANIZATION'S FEDERAL FORM 990 FOR 2012, 2013, AND 2014 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER FILING.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.03000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt06400
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10GIRL SCOUTS NORTH CAROLINA COASTAL PINES
IRS990ScheduleI/RecipientTable/RecipientEIN0560791500
IRS990ScheduleI/RecipientTable/USAddress/AddressLine106901 PINECREST ROAD
IRS990ScheduleI/RecipientTable/USAddress/City0RALEIGH
IRS990ScheduleI/RecipientTable/USAddress/State0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode027613
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE GIRL SCOUTS - NORTH CAROLINA COASTAL PINES FOUNDATION, INC. EXISTS TO PROVIDE SUPPORT FOR THE PROGRAMS OF THE GIRL SCOUTS - NORTH CAROLINA COASTAL PINES, INC., A RELATED TAX-EXEMPT ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANNUALLY THE AUDIT COMMITTEE MEETS WITH THE INDEPENDENT AUDIT FIRM TO REVIEW THE COMPLETED FORM 990. AFTER IT HAS BEEN APPROVED BY THE AUDIT COMMITTEE, THE BOARD OF DIRECTORS ARE PROVIDED AN OPPORTUNITY TO REVIEW IT ON THE BOARD WEB PORTAL PRIOR TO IT BEING FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL OFFICERS, DIRECTORS, AND EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM WHEN ELECTED OR HIRED, AND ANNUALLY THEREAFTER. IF A POTENTIAL CONFLICT ARISES DURING THE YEAR, IT IS THE STATED RESPONSIBILITY OF THE INDIVIDUAL TO BRING THE CONFLICT TO THE ATTENTION OF THE APPROPRIATE PERSON. THE DISCLOSURES ARE REVIEWED BY THE BOARD CHAIR, THE CEO, CFO, AND MANAGER AS APPLICABLE. IN THE EVENT OF A POTENTIAL CONFLICT, THAT PERSON WILL RECUSE THEMSELVES FROM ALL DISCUSSION AND/OR VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION HAS NO FULL TIME EMPLOYEES. KEY PERSONNEL IN SUPPORT OF THE FOUNDATION ARE EMPLOYEES OF A RELATED 501(C)(3) ORGANIZATION, GIRL SCOUTS - NORTH CAROLINA COASTAL PINES AND ARE SUBJECT TO COMPENSATION, CLASSIFICATION AND ALL OTHER PERSONNEL POLICIES OF THAT ORGANIZATION TO ENSURE REASONABLENESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10GIRL SCOUTS- NORTH CAROLINA COASTAL PINES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0560791500
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0BUILDING GIRLS OF COURAGE, CONFIDENCE, AND CHARACTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine106901 PINECREST ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0RALEIGH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode027613
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt025909
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt036496
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01094492
IRS990/TotalAssetsEOYAmt01166184
IRS990/TotalAssetsGrp/BOYAmt01094492
IRS990/TotalAssetsGrp/EOYAmt01166184
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0100
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02000
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt011229
IRS990/TotalFunctionalExpensesGrp/TotalAmt013229
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01775
IRS990/TotalLiabilitiesEOYAmt01252
IRS990/TotalLiabilitiesGrp/BOYAmt01775
IRS990/TotalLiabilitiesGrp/EOYAmt01252
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01092717
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01164932
IRS990/TotalOtherCompensationAmt018355
IRS990/TotalProgramServiceExpensesAmt011229
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt023032
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt023132
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01094492
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01166184
IRS990/TotReportableCompRltdOrgAmt0264566
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0833472
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0895100
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine106901 PINECREST ROAD
IRS990/USAddress/City0RALEIGH
IRS990/USAddress/State0NC
IRS990/USAddress/ZIPCode027613
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE STIPE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09197823021
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10GIRL SCOUTS - NORTH CAROLINA COASTAL

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