Civic Intelligence

Plumb Line Foundation

990EZ • Fiscal year 2014 • EIN 56-2064328

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

620 Timber DrWendell, NC 27591

(919) 366-3999

Siviq Scores

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

Liabilities / Assets

58th percentile

0.21x

Higher debt load relative to assets than 58% of similar nonprofits.

2014 filings • NTEE L • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.23x

Higher debt load relative to revenue than 58% of similar nonprofits.

2014 filings • NTEE L • <$500k nonprofits • Source year 2014

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2014 filings • NTEE L • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • NTEE L • <$500k nonprofits • Source year 2014

Asset Growth

15th percentile

-21%

Faster asset growth than 15% of similar nonprofits.

2014 filings • NTEE L • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

22nd percentile

-20%

Faster revenue growth than 22% of similar nonprofits.

2014 filings • NTEE L • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$11,790

Down $3,215 (-21%) from 2013

Net Assets

Up

$9,337

Up $1,838 (+25%) from 2013

Liabilities

Down

$2,453

Down $5,053 (-67%) from 2013

Revenue

Down

$10,839

Down $2,704 (-20%) from 2013

Expenses

Up

$9,001

Up $3,620 (+67%) from 2013

Net Income

Down

$1,838

Down $6,324 (-77%) from 2013

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2011: $9,252Liabilities 2011: $3,8662011Assets 2012: $14,001Liabilities 2012: $14,6642012Assets 2013: $15,005Liabilities 2013: $7,506Net Assets 2013: $7,4992013Assets 2014: $11,790Liabilities 2014: $2,453Net Assets 2014: $9,3372014Assets 2015: $19,353Liabilities 2015: $9,319Net Assets 2015: $10,0342015Assets 2016: $7,497Liabilities 2016: $10Net Assets 2016: $7,4872016Assets 2017: $10,506Net Assets 2017: $10,5062017

Highlighted filing

2014

Assets$11,790
Liabilities$2,453
Net Assets$9,337

Operations Trend

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

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2011: $10,493Expenses 2011: $12,088Net Income 2011: -$1,5952011Revenue 2012: $5,723Expenses 2012: $11,772Net Income 2012: -$6,0492012Revenue 2013: $13,543Expenses 2013: $5,381Net Income 2013: $8,1622013Revenue 2014: $10,839Expenses 2014: $9,001Net Income 2014: $1,8382014Revenue 2015: $5,884Expenses 2015: $5,187Net Income 2015: $6972015Revenue 2016: $2,926Expenses 2016: $5,473Net Income 2016: -$2,5472016Revenue 2017: $11,538Expenses 2017: $8,519Net Income 2017: $3,0192017

Highlighted filing

2014

Revenue$10,839
Expenses$9,001
Net Income$1,838
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$74,133
Mission and Program Overview

Mission

Plumb line foundation assists non-profits with building and facility needs

Program Services

DescriptionGrantsExpenses
PROVIDED BUILDING CONSULTING SERVICES DEALING WITH PROJECTS AND ACTED AS PURCHASING AGENCY TO PROVIDE LOWER COSTS TO HELP NONPROFITS-$9,001
PROVIDED CHARACTER EDUCATION FOR CHILDREN IN A VARIETY OF VENUES--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA T HALLPresidentPT$0--
W TERRY HALL IIIV PPT$0--
DANE WALLACESecretaryPT$0--
GEOFF LEMASTERTreas-$0--
Filing and Contact Details

Filer

Filer Name
Plumb Line Foundation
EIN
56-2064328
Phone
9193663999
Address
620 TIMBER DR, WENDELL, NC 27591

Signing Officer

Name
Rebecca Hall
Title
President
Phone
9193663999
Signed
2015-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Jil Enterprises Pa
Address
3101 POPLARWOOD COURT SUITE 230, RALEIGH, NC 27604
Preparer
S Paul Lorusso Sr CPA
Phone
9198789040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses marketing supplies 84 office supplies 860 travel - meals 59 travel 307 interest - finance charges 220 automobile expense 592 credit card disc & fees 98 contract labor 1,868 contributions 2,000 telephone 1,087 missions 550 professional fees 855 non-investment depreciation 421 total 9,001

Form 990-ez, Part II, Line 24

Accounts receivable 1,905 0 due from hall 0 1,191 inventories for sale or use 2,678 4,494 assets 13,365 8,365 less accumulated depreciation 10,603 6,024 total 7,345 8,026

Form 990-ez, Part II, Line 26

Unsecured notes and loans payable 1,424 2,354 sales tax payable 521 99 due to hall 5,561 0

Raw XML Appendix144 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0REBECCA HALL
IRS990EZ/BooksInCareOfDetail/PhoneNum09193654032
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0620 TIMBER DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WENDELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07660
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01838
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt09339
IRS990EZ/GrossReceiptsAmt074133
IRS990EZ/GrossSalesOfInventoryAmt072633
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07499
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07499
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1W TERRY HALL III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANE WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GEOFF LEMASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V P
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREAS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt08026
IRS990EZ/OtherExpensesTotalAmt09001
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PLUMB LINE FOUNDATION ASSISTS NON-PROFITS WITH BUILDING AND FACILITY NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED BUILDING CONSULTING SERVICES DEALING WITH PROJECTS AND ACTED AS PURCHASING AGENCY TO PROVIDE LOWER COSTS TO HELP NONPROFITS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED CHARACTER EDUCATION FOR CHILDREN IN A VARIETY OF VENUES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09001
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt01000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07506
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09001
IRS990EZ/TotalProgramServiceExpensesAmt09001
IRS990EZ/TotalRevenueAmt010839
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CHARACTERSTUFF.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0500
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05323
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt052589
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt057526
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt057550
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0386505
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053089
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058676
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt057550
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064190
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0153000
IRS990ScheduleA/Total509Grp/TotalAmt0386505
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053089
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt057550
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt064190
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0153000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0386505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MARKETING SUPPLIES 84 OFFICE SUPPLIES 860 TRAVEL - MEALS 59 TRAVEL 307 INTEREST - FINANCE CHARGES 220 AUTOMOBILE EXPENSE 592 CREDIT CARD DISC & FEES 98 CONTRACT LABOR 1,868 CONTRIBUTIONS 2,000 TELEPHONE 1,087 MISSIONS 550 PROFESSIONAL FEES 855 NON-INVESTMENT DEPRECIATION 421 TOTAL 9,001
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 1,905 0 DUE FROM HALL 0 1,191 INVENTORIES FOR SALE OR USE 2,678 4,494 ASSETS 13,365 8,365 LESS ACCUMULATED DEPRECIATION 10,603 6,024 TOTAL 7,345 8,026
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNSECURED NOTES AND LOANS PAYABLE 1,424 2,354 SALES TAX PAYABLE 521 99 DUE TO HALL 5,561 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA HALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09193663999
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUMB LINE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0562064328
ReturnHeader/Filer/PhoneNum09193663999
ReturnHeader/Filer/USAddress/AddressLine1Txt0620 TIMBER DR
ReturnHeader/Filer/USAddress/CityNm0WENDELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027591
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561946544
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JIL ENTERPRISES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03101 POPLARWOOD COURT SUITE 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027604
ReturnHeader/PreparerPersonGrp/PhoneNum09198789040
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0S PAUL LORUSSO SR CPA
ReturnHeader/ReturnTs02015-11-16T18:19:11-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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Filings