Civic Intelligence

Robert White & Gaither Smoot Deaton Charitable Foundation Inc.

990PF • Fiscal year 2016 • EIN 56-2115340

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 14, 2017

Organization Profile
2619 Richardson DriveCharlotte, NC 28211

(704) 362-5311

Siviq Scores

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

Liabilities / Assets

89th percentile

0.00x

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

2016 filings • NTEE T22 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

99th percentile

812%

Higher net margin than 99% of similar nonprofits.

2016 filings • NTEE T22 • <$500k nonprofits • Source year 2016

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

2016 filings • NTEE T22 • <$500k nonprofits • Source year 2016

Asset Growth

16th percentile

-34%

Faster asset growth than 16% of similar nonprofits.

2016 filings • NTEE T22 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$31,709

Down $16,339 (-34%) from 2015

Net Assets

$31,709

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$1,695

Down $44,856 (-104%) from 2015

Expenses

Down

$12,075

Down $39,133 (-76%) from 2015

Net Income

Down

-$13,770

Down $5,723 (-71%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$200K$150K$100K$50K$0Assets 2011: $103,816Liabilities 2011: $02011Assets 2012: $104,100Liabilities 2012: $02012Assets 2013: $151,965Liabilities 2013: $02013Assets 2014: $87,334Liabilities 2014: $02014Assets 2015: $48,048Liabilities 2015: $02015Assets 2016: $31,709Liabilities 2016: $0Net Assets 2016: $31,7092016Assets 2017: $32,674Liabilities 2017: $0Net Assets 2017: $32,6742017Assets 2018: $26,506Liabilities 2018: $0Net Assets 2018: $26,5062018Assets 2019: $13,646Liabilities 2019: $0Net Assets 2019: $13,6462019Assets 2020: $43,472Liabilities 2020: $0Net Assets 2020: $43,4722020Assets 2021: $49,764Liabilities 2021: $0Net Assets 2021: $49,7642021Assets 2022: $31,047Liabilities 2022: $0Net Assets 2022: $31,0472022Assets 2023: $8,001Liabilities 2023: $12023Assets 2024: $6,012Liabilities 2024: $0Net Assets 2024: $6,0122024

Highlighted filing

2016

Assets$31,709
Liabilities$0
Net Assets$31,709
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2011: $27,775Expenses 2011: $29,055Net Income 2011: -$1,2802011Revenue 2012: $29,275Expenses 2012: $30,131Net Income 2012: -$8562012Revenue 2013: $109,443Expenses 2013: $63,314Net Income 2013: $46,1292013Revenue 2014: $21,593Expenses 2014: $50,633Net Income 2014: -$29,0402014Revenue 2015: $43,161Expenses 2015: $51,208Net Income 2015: -$8,0472015Revenue 2016: -$1,695Expenses 2016: $12,075Net Income 2016: -$13,7702016Revenue 2017: $5,552Expenses 2017: $5,233Net Income 2017: $3192017Revenue 2018: -$3,292Expenses 2018: $3,084Net Income 2018: -$6,3762018Revenue 2019: $25,315Expenses 2019: $33,847Net Income 2019: -$8,5322019Revenue 2020: $46,788Expenses 2020: $1,176Net Income 2020: $45,6122020Revenue 2021: $35,564Expenses 2021: $28,794Net Income 2021: $6,7702021Revenue 2022: $1,132Expenses 2022: $20,455Net Income 2022: -$19,3232022Revenue 2023: $14,196Expenses 2023: $39,242Net Income 2023: -$25,0462023Revenue 2024: $7,654Expenses 2024: $9,969Net Income 2024: -$2,3152024

Highlighted filing

2016

Revenue-$1,695
Expenses$12,075
Net Income-$13,770
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT WHITE DEATONDirector-$0--
GAITHER SMOOT DEATONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Robert White & Gaither Smoot Deaton
EIN
56-2115340
Phone
7043625311
Address
2619 RICHARDSON DRIVE, CHARLOTTE, NC 28211

Signing Officer

Name
Gaither Smoot Deaton
Title
Director
Phone
7043673414
Signed
2017-10-14

Preparer

Firm
J Alan Rutherford CPA Pa
Address
225 N MAIN ST STE 302, SALISBURY, NC 28144
Preparer
J Alan Rutherford CPA
Phone
7046334060
Raw XML Appendix305 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02286
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02286
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08068
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08068
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010354
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08068
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08068
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02490
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1350
OtherDecreasesSchedule/OtherDecreasesDetail/Desc020-8875684 PTR DISTRIBUTIONS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1US TREASURY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3CHECK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4NEWSPAPER ANNOUNCEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5BLACKSTONE PTP ROYALTY EXP K1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6BLACKSTONE K-1 INVEST EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7BLACKSTONE K1 OTHER PORTFOLIO
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt034
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1478
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt248
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3267
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt42
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt530
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt637
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt034
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1478
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt248
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3267
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt530
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt637
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt053
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt136
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BLACKSTONE K1 LINE 11
OtherIncomeSchedule2/OtherIncomeDetail/Desc1BLACKSTONE 20-8875684
OtherIncomeSchedule2/OtherIncomeDetail/Desc2K-1 20-8875684
OtherIncomeSchedule2/OtherIncomeDetail/Desc3K-1 20-8875684
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0481
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt16
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0481
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt16
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt253
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt336
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0271
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PTP 20-8875684 K-1 TAX ADJ
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GAITHER SMOOT DEATON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07043673414
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT WHITE & GAITHER SMOOT DEATON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0562115340
ReturnHeader/Filer/PhoneNum07043625311
ReturnHeader/Filer/USAddress/AddressLine1Txt02619 RICHARDSON DRIVE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028211
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId022D4825B2634327CE0692DD5589746D5BDF38359
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId022D4825B2634327CE0692DD5589746D5BDF38359
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201842362
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J ALAN RUTHERFORD CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 N MAIN ST STE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALISBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028144
ReturnHeader/PreparerPersonGrp/PhoneNum07046334060
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J ALAN RUTHERFORD CPA
ReturnHeader/ReturnTs02017-10-14T14:52:41-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,709
Liabilities
$0
Net assets
$31,709
Revenue
-$1,695
Expenses
$12,075
Net income
-$13,770
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.08$0.10$0.02
2023Summary only. Only limited summary data is available for this year.$0.08$0.00$0.14$0.39$0.25
2022Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.01$0.20$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.36$0.29$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$0.47$0.01$0.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.00$0.14$0.25$0.34$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$0.03$0.03$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.06$0.05$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.02$0.12$0.14
2015Summary only. Only limited summary data is available for this year.$0.48$0.00$0.43$0.51$0.08
2014Summary only. Only limited summary data is available for this year.$0.87$0.00$0.22$0.51$0.29
2013Summary only. Only limited summary data is available for this year.$1.52$0.00$1.09$0.63$0.46
2012Summary only. Only limited summary data is available for this year.$1.04$0.00$0.29$0.30$0.01
2011Summary only. Only limited summary data is available for this year.$1.04$0.00$0.28$0.29$0.01