Civic Intelligence

The Jerry R Licari Foundation

990PF • Fiscal year 2015 • EIN 56-2145169

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization Profile
215 North Pine Street No 1803Charlotte, NC 28202

(704) 904-0223

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.02x

Higher debt load relative to assets than 93% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

96th percentile

0.47x

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

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Net Margin

39th percentile

-12%

Higher net margin than 39% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Asset Growth

48th percentile

-0.7%

Faster asset growth than 48% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

75th percentile

39%

Faster revenue growth than 75% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$1,147,867

Down $8,557 (-0.7%) from 2014

Net Assets

Down

$1,123,409

Down $6,015 (-0.5%) from 2014

Liabilities

Down

$24,458

Down $2,542 (-9.4%) from 2014

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin39th percentile

Revenue

Up

$51,811

Up $14,403 (+39%) from 2014

Expenses

Down

$57,826

Down $5,133 (-8.2%) from 2014

Net Income

Up

-$6,015

Up $19,536 (+76%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,042,060Liabilities 2011: $41,3002011Assets 2012: $1,079,320Liabilities 2012: $45,600Net Assets 2012: $1,033,7202012Assets 2013: $1,187,475Liabilities 2013: $32,500Net Assets 2013: $1,154,9752013Assets 2014: $1,156,424Liabilities 2014: $27,000Net Assets 2014: $1,129,4242014Assets 2015: $1,147,867Liabilities 2015: $24,458Net Assets 2015: $1,123,4092015Assets 2016: $1,195,710Liabilities 2016: $8,300Net Assets 2016: $1,187,4102016Assets 2017: $1,247,055Liabilities 2017: $25,000Net Assets 2017: $1,222,0552017Assets 2018: $1,306,594Liabilities 2018: $29,000Net Assets 2018: $1,277,5942018Assets 2019: $1,291,243Liabilities 2019: $39,375Net Assets 2019: $1,251,8682019Assets 2020: $1,215,937Liabilities 2020: $42,000Net Assets 2020: $1,173,9372020Assets 2021: $1,234,948Liabilities 2021: $42,000Net Assets 2021: $1,192,9482021Assets 2022: $1,167,792Liabilities 2022: $31,600Net Assets 2022: $1,136,1922022Assets 2023: $1,182,885Liabilities 2023: $54,000Net Assets 2023: $1,128,8852023Assets 2024: $1,217,243Liabilities 2024: $51,000Net Assets 2024: $1,166,2432024

Highlighted filing

2015

Assets$1,147,867
Liabilities$24,458
Net Assets$1,123,409
Open 2015 Filing

Operations Trend

Revenue Growth75th percentile

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

$200K$100K$0-$100KRevenue 2011: $61,224Expenses 2011: $47,764Net Income 2011: $13,4602011Expenses 2012: $50,7052012Revenue 2013: $173,480Expenses 2013: $52,225Net Income 2013: $121,2552013Revenue 2014: $37,408Expenses 2014: $62,959Net Income 2014: -$25,5512014Revenue 2015: $51,811Expenses 2015: $57,826Net Income 2015: -$6,0152015Revenue 2016: $125,078Expenses 2016: $61,077Net Income 2016: $64,0012016Revenue 2017: $99,680Expenses 2017: $65,035Net Income 2017: $34,6452017Revenue 2018: $129,156Expenses 2018: $73,617Net Income 2018: $55,5392018Revenue 2019: $33,575Expenses 2019: $59,301Net Income 2019: -$25,7262019Revenue 2020: -$7,854Expenses 2020: $70,077Net Income 2020: -$77,9312020Revenue 2021: $89,700Expenses 2021: $70,689Net Income 2021: $19,0112021Revenue 2022: $19,455Expenses 2022: $76,211Net Income 2022: -$56,7562022Revenue 2023: $62,806Expenses 2023: $70,113Net Income 2023: -$7,3072023Revenue 2024: $108,789Expenses 2024: $71,431Net Income 2024: $37,3582024

Highlighted filing

2015

Revenue$51,811
Expenses$57,826
Net Income-$6,015
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY R LICARIPresident-$0--
TERESA M LICARISecretary-$0--
GINA M LICARIDirector-$0--
MARK S LICARIVice President-$0--
BRIAN T LICARITreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Jerry R Licari Foundation
EIN
56-2145169
Phone
7049040223
Address
215 NORTH PINE STREET NO 1803, CHARLOTTE, NC 28202

Signing Officer

Name
Jerry R Licari
Title
President
Phone
7049040223
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
John Norman
Phone
7049985200
Raw XML AppendixShowing 400 of 541 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/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6015
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01123409
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01129424
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01123409
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt053873
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt053873
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt053873
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt054470
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0597
IRS990PF/DistributableAmountGrp/TotalTaxAmt0597
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0597
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0597
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0597
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0102
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0500
IRS990PF/FMVAssetsEOYAmt01098812
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0382777
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0302064
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0273204
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt027000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt024458
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0744120
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0720843
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0700648
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01129424
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01123409
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt029527
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0124960
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0124960
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01156424
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01147867
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01098812
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt027000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt024458
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01156424
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01147867
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01129424
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01123409
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01105987
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt066501
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01039486
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016590
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt054470
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01089397
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01105987
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JERRY R LICARI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TERESA M LICARI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GINA M LICARI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARK S LICARI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4BRIAN T LICARI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0355 W M LUTHER KING BLVD 1803
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18204 BAR HARBOR LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt28204 BAR HARBOR LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt38204 BAR HARBOR LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt48204 BAR HARBOR LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd228210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd328210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd428210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt050260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt050559
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt052500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt045500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt045300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt040000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt041500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046136
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047851
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.041934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048977
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044461
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01089397
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01097152
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01085031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0924928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0899656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0874520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt049152
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.230678
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt049152
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt049152
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt049152
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JERRY R LICARI
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0355 W M LUTHER KING BLVD 1803
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLOTTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07049040223
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0PURPOSE AND NATURE OF ORGANIZATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JERRY R LICARI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07045532544
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0355 W M LUTHER KING BLVD 1803
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CHARLOTTE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd028202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JERRY R LICARI

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,147,867
Liabilities
$24,458
Net assets
$1,123,409
Revenue
$51,811
Expenses
$57,826
Net income
-$6,015
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.05$1.17$0.11$0.07$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.05$1.13$0.06$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.03$1.14$0.02$0.08$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.04$1.19$0.09$0.07$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.22$0.04$1.17$0.01$0.07$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.29$0.04$1.25$0.03$0.06$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.03$1.28$0.13$0.07$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.03$1.22$0.10$0.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.19$0.13$0.06$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.02$1.12$0.05$0.06$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.16$0.03$1.13$0.04$0.06$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.19$0.03$1.15$0.17$0.05$0.12
2012Detailed filing. Detailed filing data is available for this year.$1.08$0.05$1.03$0.05
2011Summary only. Only limited summary data is available for this year.$1.04$0.04$0.06$0.05$0.01