Civic Intelligence

The Howard Perry & Walston Foundation

990EZ • Fiscal year 2018 • EIN 56-2108108

Apr 01, 2017 to Mar 31, 2018 • Filed on Oct 08, 2018

1001 Wade AvenueRaleigh, NC 27605

(919) 789-5219

Siviq Scores

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

Liabilities / Assets

96th percentile

1.73x

Higher debt load relative to assets than 96% of similar nonprofits.

2018 filings • NTEE P12 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

95th percentile

0.98x

Higher debt load relative to revenue than 95% of similar nonprofits.

2018 filings • NTEE P12 • <$500k nonprofits • Source year 2018

Net Margin

17th percentile

-23%

Higher net margin than 17% of similar nonprofits.

2018 filings • NTEE P12 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2018 filings • NTEE P12 • <$500k nonprofits • Source year 2018

Asset Growth

16th percentile

-39%

Faster asset growth than 16% of similar nonprofits.

2018 filings • NTEE P12 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

12%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • NTEE P12 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$52,554

Down $32,925 (-39%) from 2017

Net Assets

Down

-$38,178

Down $21,711 (-132%) from 2017

Liabilities

Down

$90,732

Down $11,214 (-11%) from 2017

Revenue

Up

$92,567

Up $10,276 (+12%) from 2017

Expenses

Up

$114,278

Up $15,185 (+15%) from 2017

Net Income

Down

-$21,711

Down $4,909 (-29%) from 2017

Historical Trend

Balance Sheet Trend

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

$200K$100K$0-$100KAssets 2012: $65,413Liabilities 2012: $52,443Net Assets 2012: $12,9702012Assets 2013: $60,298Liabilities 2013: $47,090Net Assets 2013: $13,2082013Assets 2014: $65,784Liabilities 2014: $50,647Net Assets 2014: $15,1372014Assets 2015: $47,642Liabilities 2015: $49,100Net Assets 2015: -$1,4582015Assets 2016: $93,150Liabilities 2016: $92,815Net Assets 2016: $3352016Assets 2017: $85,479Liabilities 2017: $101,946Net Assets 2017: -$16,4672017Assets 2018: $52,554Liabilities 2018: $90,732Net Assets 2018: -$38,1782018Assets 2019: $40,431Liabilities 2019: $118,132Net Assets 2019: -$77,7012019Assets 2020: $63,807Liabilities 2020: $147,559Net Assets 2020: -$83,7522020Assets 2021: $46,246Liabilities 2021: $117,063Net Assets 2021: -$70,8172021Assets 2022: $143,497Liabilities 2022: $0Net Assets 2022: $143,4972022Assets 2023: $164,768Liabilities 2023: $0Net Assets 2023: $164,7682023Assets 2024: $146,235Liabilities 2024: $0Net Assets 2024: $146,2352024Assets 2025: $131,510Liabilities 2025: $0Net Assets 2025: $131,5102025

Highlighted filing

2018

Assets$52,554
Liabilities$90,732
Net Assets-$38,178

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $50,715Expenses 2012: $43,652Net Income 2012: $7,0632012Revenue 2013: $53,792Expenses 2013: $53,554Net Income 2013: $2382013Revenue 2014: $68,025Expenses 2014: $66,096Net Income 2014: $1,9292014Revenue 2015: $69,222Expenses 2015: $85,817Net Income 2015: -$16,5952015Revenue 2016: $99,830Expenses 2016: $98,037Net Income 2016: $1,7932016Revenue 2017: $82,291Expenses 2017: $99,093Net Income 2017: -$16,8022017Revenue 2018: $92,567Expenses 2018: $114,278Net Income 2018: -$21,7112018Revenue 2019: $92,284Expenses 2019: $131,807Net Income 2019: -$39,5232019Revenue 2020: $117,368Expenses 2020: $123,419Net Income 2020: -$6,0512020Revenue 2021: $65,818Expenses 2021: $52,883Net Income 2021: $12,9352021Revenue 2022: $346,916Expenses 2022: $132,602Net Income 2022: $214,3142022Revenue 2023: $160,162Expenses 2023: $138,891Net Income 2023: $21,2712023Revenue 2024: $123,585Expenses 2024: $142,118Net Income 2024: -$18,5332024Revenue 2025: $90,556Expenses 2025: $105,281Net Income 2025: -$14,7252025

Highlighted filing

2018

Revenue$92,567
Expenses$114,278
Net Income-$21,711
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Oct 8, 2018
Return Version
2017v2.3
Gross Receipts
$92,567
Mission and Program Overview

Mission

The hpw foundation supports various not-for-profit organizations to benefit countless individuals throughout the triangle and central north carolina.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION SUPPORTED ELEVEN NOT-FOR-PROFIT ORGANIZATIONS TO BENEFIT INDIVIDUALS IMPACTED BY HURRICANE HARVEY AND OTHER INVIDIVIDUALS THROUGHOUT THE TRIANGLE AND CENTRAL NORTH CAROLINA.$57,851$57,851
TURKEYS FOR THE TRIANGLE PROVIDES HOLIDAY TURKEYS IN NOVEMBER AND DECEMBER FOR THOUSANDS OF NEEDY RECIPIENTS AND CHARITABLE ORGANIZATIONS.$0$54,656
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERESA BLASIBoard Member-$0--
BARBARA DYEBoard Member-$0--
JOSH SWINDELLBoard Member-$0--
DEVIN GIOVACCHINIBoard Member-$0--
MARTHA MCNAIRBoard Member-$0--
SANDY EDWARDSBoard Member-$0--
MELINA OLIVARESBoard Member-$0--
TIM MCBRAYERBoard Member-$0--
JUNE MINTONBoard Member-$0--
KAREN O'DWYERBoard Member-$0--
MATT HORTONPresident-$0--
DAVID JONESVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Howard Perry & Walston Foundation
EIN
56-2108108
Phone
9197895219
Address
1001 WADE AVENUE, RALEIGH, NC 27605

Signing Officer

Name
Anna Pattison
Title
Controller
Phone
9197895219
Signed
2018-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Judy & Tucker P a
Address
4700 FALLS OF NEUSE ROAD SUITE 400, RALEIGH, NC 27609
Preparer
Thomas R Crawford Jr CPA
Phone
9195717055
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: me fine foundation. Amount given: 3,803.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: habitat for humanity. Amount given: 6,295.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: meals on wheels. Amount given: 4,101.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: nc arts in action. Amount given: 3,207.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: unc lineberger cancer center. Amount given: 24,076.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: military missions in action. Amount given: 4,298.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: theatre raleigh, inc. Amount given: 5,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: gary greene realtor foundation. Amount given: 1,767.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: the salvation army. Amount given: 1,768.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: houston food bank. Amount given: 1,768.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: food bank corpus christi. Amount given: 1,768. Total included on form 990-ez, line 10: 57,851.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: turkey meals distributed to needy individuals. Amount: 54,656. Description: office expense. Amount: 1,146. Description: bank service charges. Amount: 125. Description: insurance. Amount: 500. Total to form 990-ez, line 16: 56,427.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 22,188. End of year amount: 34,655.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: loan payable. Beg. Of year amount: 34,742. End of year amount: 35,742. Description: grants payable. Beg. Of year amount: 67,204. End of year amount: 54,990.

Raw XML Appendix225 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PrimaryExemptPurposeTxt0THE HPW FOUNDATION SUPPORTS VARIOUS NOT-FOR-PROFIT ORGANIZATIONS TO BENEFIT COUNTLESS INDIVIDUALS THROUGHOUT THE TRIANGLE AND CENTRAL NORTH CAROLINA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TURKEYS FOR THE TRIANGLE PROVIDES HOLIDAY TURKEYS IN NOVEMBER AND DECEMBER FOR THOUSANDS OF NEEDY RECIPIENTS AND CHARITABLE ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE FOUNDATION SUPPORTED ELEVEN NOT-FOR-PROFIT ORGANIZATIONS TO BENEFIT INDIVIDUALS IMPACTED BY HURRICANE HARVEY AND OTHER INVIDIVIDUALS THROUGHOUT THE TRIANGLE AND CENTRAL NORTH CAROLINA.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt157851
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: ME FINE FOUNDATION. AMOUNT GIVEN: 3,803.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: HABITAT FOR HUMANITY. AMOUNT GIVEN: 6,295.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: MEALS ON WHEELS. AMOUNT GIVEN: 4,101.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: NC ARTS IN ACTION. AMOUNT GIVEN: 3,207.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: . GRANTEE NAME: UNC LINEBERGER CANCER CENTER. AMOUNT GIVEN: 24,076.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: . GRANTEE NAME: MILITARY MISSIONS IN ACTION. AMOUNT GIVEN: 4,298.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: . GRANTEE NAME: THEATRE RALEIGH, INC. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: . GRANTEE NAME: GARY GREENE REALTOR FOUNDATION. AMOUNT GIVEN: 1,767.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: . GRANTEE NAME: THE SALVATION ARMY. AMOUNT GIVEN: 1,768.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: . GRANTEE NAME: HOUSTON FOOD BANK. AMOUNT GIVEN: 1,768.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITY CLASSIFICATION: . GRANTEE NAME: FOOD BANK CORPUS CHRISTI. AMOUNT GIVEN: 1,768. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 57,851.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DESCRIPTION: TURKEY MEALS DISTRIBUTED TO NEEDY INDIVIDUALS. AMOUNT: 54,656. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 1,146. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 125. DESCRIPTION: INSURANCE. AMOUNT: 500. TOTAL TO FORM 990-EZ, LINE 16: 56,427.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 22,188. END OF YEAR AMOUNT: 34,655.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DESCRIPTION: LOAN PAYABLE. BEG. OF YEAR AMOUNT: 34,742. END OF YEAR AMOUNT: 35,742. DESCRIPTION: GRANTS PAYABLE. BEG. OF YEAR AMOUNT: 67,204. END OF YEAR AMOUNT: 54,990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNA PATTISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CONTROLLER
ReturnHeader/BusinessOfficerGrp/PhoneNum09197895219
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HOWARD PERRY & WALSTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOWA
ReturnHeader/Filer/EIN0562108108
ReturnHeader/Filer/PhoneNum09197895219
ReturnHeader/Filer/USAddress/AddressLine1Txt01001 WADE AVENUE
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027605
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0086AE1B4767EB6824D600CDB30255A92724808BB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0399B952B9FF975256CB9CD2A3CC16449AB64F918
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.63.156.10
ReturnHeader/FilingSecurityInformation/IPDt02018-10-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:39:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561965804
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS JUDY & TUCKER P A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04700 FALLS OF NEUSE ROAD SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027609
ReturnHeader/PreparerPersonGrp/PhoneNum09195717055
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS R CRAWFORD JR CPA
ReturnHeader/ReturnTs02018-10-08T15:39:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.91$1.05$0.15
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$1.24$1.42$0.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$1.60$1.39$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$3.47$1.33$2.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$1.17$0.71$0.66$0.53$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$1.48$0.84$1.17$1.23$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$1.18$0.78$0.92$1.32$0.40
2018Detailed filing. Detailed filing data is available for this year.$0.53$0.91$0.38$0.93$1.14$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$1.02$0.16$0.82$0.99$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.93$0.00$1.00$0.98$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.49$0.01$0.69$0.86$0.17
2014Summary only. Only limited summary data is available for this year.$0.66$0.51$0.15$0.68$0.66$0.02
2013Summary only. Only limited summary data is available for this year.$0.60$0.47$0.13$0.54$0.54$0.00
2012Summary only. Only limited summary data is available for this year.$0.65$0.52$0.13$0.51$0.44$0.07