Civic Intelligence

Jeffery D Carter Family Foundation

990PF • Fiscal year 2016 • EIN 56-2149295

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

7781 Turnberry LaneStanley, NC 28164

(704) 584-4100

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.59x

Higher debt load relative to assets than 92% of similar nonprofits.

2016 filings • <$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

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

Asset Growth

49th percentile

0.0%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

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

Assets

Flat

$2,069

Flat from 2015

Net Assets

Flat

$839

Flat from 2015

Liabilities

Flat

$1,230

Flat from 2015

Revenue

Down

$0

Down $1 (-100%) from 2015

Expenses

Flat

$0

Flat from 2015

Net Income

Down

$0

Down $1 (-100%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0K$2.0K$1.0K$0-$1.0KAssets 2011: $2,269Liabilities 2011: $1,2302011Assets 2012: $2,069Liabilities 2012: $1,2302012Assets 2013: $2,069Liabilities 2013: $1,2302013Assets 2014: $2,069Liabilities 2014: $1,230Net Assets 2014: $8392014Assets 2015: $2,069Liabilities 2015: $1,230Net Assets 2015: $8392015Assets 2016: $2,069Liabilities 2016: $1,230Net Assets 2016: $8392016Assets 2017: $419Liabilities 2017: $1,230Net Assets 2017: -$8112017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2016

Assets$2,069
Liabilities$1,230
Net Assets$839

Operations Trend

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

$2.0K$1.0K$0-$1.0K-$2.0KRevenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Revenue 2012: $0Expenses 2012: $200Net Income 2012: -$2002012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $1,650Net Income 2017: -$1,6502017Revenue 2018: $1,230Expenses 2018: $419Net Income 2018: $8112018

Highlighted filing

2016

Revenue$0
Expenses$0
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 1, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFERY D CARTERPresident-$0--
DENISE F CARTERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Jeffery D Carter Family Foundation
EIN
56-2149295
Phone
7045844100
Address
7781 TURNBERRY LANE, STANLEY, NC 28164

Signing Officer

Name
Jeffery Carter
Title
President
Phone
7045844100
Signed
2017-10-01

Preparer

Firm
Jack L Anthony CPA PA
Address
19901 West Catawba Avenue Suite 105, Cornelius, NC 28031
Preparer
Jack L Anthony Cpaabv
Phone
7048923437
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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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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFERY CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07045844100
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERY D CARTER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0562149295
ReturnHeader/Filer/PhoneNum07045844100
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:27:36
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jack L Anthony CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019901 West Catawba Avenue Suite 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cornelius
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ReturnHeader/PreparerPersonGrp/PhoneNum07048923437
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACK L ANTHONY CPAABV
ReturnHeader/ReturnTs02017-10-17T07:27:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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