Civic Intelligence

Laurel Foundation

990PF • Fiscal year 2016 • EIN 56-2091840

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 26, 2017

11 Brooklawn ChaseAsheville, NC 28803

(828) 277-8483

Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

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

2016 filings • NTEE T • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.00x

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

2016 filings • NTEE T • $500k-$1M nonprofits • Source year 2016

Net Margin

22nd percentile

-106%

Higher net margin than 22% of similar nonprofits.

2016 filings • NTEE T • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2016 filings • NTEE T • $500k-$1M nonprofits • Source year 2016

Asset Growth

41st percentile

-3.0%

Faster asset growth than 41% of similar nonprofits.

2016 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-45%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$726,239

Down $22,708 (-3.0%) from 2015

Net Assets

Down

$726,239

Down $22,708 (-3.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$20,976

Down $17,414 (-45%) from 2015

Expenses

Down

$43,259

Down $748 (-1.7%) from 2015

Net Income

Down

-$22,283

Down $16,666 (-297%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $712,107Liabilities 2011: $02011Assets 2012: $721,158Liabilities 2012: $02012Assets 2013: $758,404Liabilities 2013: $0Net Assets 2013: $758,4042013Assets 2014: $753,873Liabilities 2014: $0Net Assets 2014: $753,8732014Assets 2015: $748,947Liabilities 2015: $0Net Assets 2015: $748,9472015Assets 2016: $726,239Liabilities 2016: $0Net Assets 2016: $726,2392016Assets 2017: $787,403Liabilities 2017: $0Net Assets 2017: $787,4032017Assets 2018: $822,541Liabilities 2018: $0Net Assets 2018: $822,5412018Assets 2019: $825,203Liabilities 2019: $0Net Assets 2019: $825,2032019Assets 2020: $784,128Liabilities 2020: $0Net Assets 2020: $784,1282020Assets 2021: $769,159Liabilities 2021: $0Net Assets 2021: $769,1592021Assets 2022: $877,404Liabilities 2022: $0Net Assets 2022: $877,4042022Assets 2023: $861,371Liabilities 2023: $0Net Assets 2023: $861,3712023Assets 2024: $848,732Liabilities 2024: $0Net Assets 2024: $848,7322024

Highlighted filing

2016

Assets$726,239
Liabilities$0
Net Assets$726,239

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $44,226Expenses 2011: $42,201Net Income 2011: $2,0252011Revenue 2012: $48,441Expenses 2012: $38,970Net Income 2012: $9,4712012Revenue 2013: $80,611Expenses 2013: $42,380Net Income 2013: $38,2312013Revenue 2014: $43,032Expenses 2014: $45,190Net Income 2014: -$2,1582014Revenue 2015: $38,390Expenses 2015: $44,007Net Income 2015: -$5,6172015Revenue 2016: $20,976Expenses 2016: $43,259Net Income 2016: -$22,2832016Revenue 2017: $107,998Expenses 2017: $45,202Net Income 2017: $62,7962017Revenue 2018: $80,455Expenses 2018: $44,476Net Income 2018: $35,9792018Revenue 2019: $47,582Expenses 2019: $43,167Net Income 2019: $4,4152019Revenue 2020: $4,685Expenses 2020: $45,937Net Income 2020: -$41,2522020Revenue 2021: $38,887Expenses 2021: $53,071Net Income 2021: -$14,1842021Revenue 2022: $157,101Expenses 2022: $50,042Net Income 2022: $107,0592022Revenue 2023: $30,568Expenses 2023: $47,689Net Income 2023: -$17,1212023Revenue 2024: $38,024Expenses 2024: $50,259Net Income 2024: -$12,2352024

Highlighted filing

2016

Revenue$20,976
Expenses$43,259
Net Income-$22,283
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 26, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jo Anne T ManofskyPresident-$0--
Sylvia M ThompsonVP/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Laurel Foundation
EIN
56-2091840
Phone
8282778483
Address
11 Brooklawn Chase, Asheville, NC 28803

Signing Officer

Name
Jo Anne T Manofsky
Title
President
Signed
2017-08-26
Discuss with paid preparer
Yes

Preparer

Firm
Goar Endriss & Walker Pa
Address
1590 First Street, Sarasota, FL 34236-8502
Preparer
Kathleen R Walker
Phone
9413666380
Raw XML Appendix308 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/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Sylvia M Thompson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable contribution
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Schedule attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028803
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040000
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/AppliedToCurrentYearAmt039099
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0326
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01227
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0901
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0326
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0901
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01227
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0326
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1800
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Due from Broker
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1IRS Tax Deposit
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1446
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1446
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0354
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1177
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2163
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02016 Tax paid from 2014 overpayment applied
OtherDecreasesSchedule/OtherDecreasesDetail/Desc12016 Tax paid from 2015 overpayment applied
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2Nondividend distribution
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Miscellaneous expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0526
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt124
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0526
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt124
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0269
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02016 Tax Overpayment Applied
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0726
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Northern Trust Agency Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0726
TaxesSchedule/TaxesDetail/Amt0573
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0573
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jo Anne T Manofsky
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Laurel Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LAUR
ReturnHeader/Filer/EIN0562091840
ReturnHeader/Filer/PhoneNum08282778483
ReturnHeader/Filer/USAddress/AddressLine1Txt011 Brooklawn Chase
ReturnHeader/Filer/USAddress/CityNm0Asheville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028803
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOAR ENDRISS & WALKER PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01590 First Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sarasota
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0342368502
ReturnHeader/PreparerPersonGrp/PhoneNum09413666380
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathleen R Walker
ReturnHeader/ReturnTs02017-08-31T09:58:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.49$0.00$8.49$0.38$0.50$0.12
2023Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$0.31$0.48$0.17
2022Detailed filing. Detailed filing data is available for this year.$8.77$0.00$8.77$1.57$0.50$1.07
2021Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.39$0.53$0.14
2020Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.05$0.46$0.41
2019Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.48$0.43$0.04
2018Detailed filing. Detailed filing data is available for this year.$8.23$0.00$8.23$0.80$0.44$0.36
2017Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$1.08$0.45$0.63
2016Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$0.21$0.43$0.22
2015Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.38$0.44$0.06
2014Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.43$0.45$0.02
2013Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.81$0.42$0.38
2012Summary only. Only limited summary data is available for this year.$7.21$0.00$0.48$0.39$0.09
2011Summary only. Only limited summary data is available for this year.$7.12$0.00$0.44$0.42$0.02