Civic Intelligence

The David & Sheila Perkins Foundation

990PF • Fiscal year 2017 • EIN 56-2171597

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
1000 Watersmeet LaneRaleigh, NC 27614

(919) 870-6822

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.00x

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

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

Net Margin

32nd percentile

-40%

Higher net margin than 32% of similar nonprofits.

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

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.

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

Asset Growth

46th percentile

-2.5%

Faster asset growth than 46% of similar nonprofits.

2017 filings • NTEE T22 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

388%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • NTEE T22 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$99,699

Down $2,571 (-2.5%) from 2016

Net Assets

Down

$99,699

Down $2,571 (-2.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin32nd percentile

Revenue

Up

$6,500

Up $5,168 (+388%) from 2016

Expenses

Down

$9,071

Down $15,750 (-63%) from 2016

Net Income

Up

-$2,571

Up $20,918 (+89%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$150K$100K$50K$0Assets 2010: $41,989Liabilities 2010: $0Net Assets 2010: $41,9892010Assets 2011: $29,139Liabilities 2011: $0Net Assets 2011: $29,1392011Assets 2012: $29,428Liabilities 2012: $0Net Assets 2012: $29,4282012Assets 2013: $53,681Liabilities 2013: $0Net Assets 2013: $53,6812013Assets 2014: $139,597Liabilities 2014: $0Net Assets 2014: $139,5972014Assets 2015: $125,759Liabilities 2015: $0Net Assets 2015: $125,7592015Assets 2016: $102,270Liabilities 2016: $0Net Assets 2016: $102,2702016Assets 2017: $99,699Liabilities 2017: $0Net Assets 2017: $99,6992017Assets 2018: $95,597Liabilities 2018: $0Net Assets 2018: $95,5972018Assets 2019: $92,839Liabilities 2019: $0Net Assets 2019: $92,8392019Assets 2020: $94,055Liabilities 2020: $0Net Assets 2020: $94,0552020Assets 2021: $90,201Liabilities 2021: $0Net Assets 2021: $90,2012021Assets 2022: $86,867Liabilities 2022: $0Net Assets 2022: $86,8672022Assets 2023: $81,688Liabilities 2023: $0Net Assets 2023: $81,6882023Assets 2024: $76,417Liabilities 2024: $0Net Assets 2024: $76,4172024

Highlighted filing

2017

Assets$99,699
Liabilities$0
Net Assets$99,699
Open 2017 Filing

Operations Trend

Revenue Growth86th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $33,7212010Expenses 2011: $13,5002011Expenses 2012: $5002012Revenue 2013: $50,834Expenses 2013: $26,581Net Income 2013: $24,2532013Revenue 2014: $100,965Expenses 2014: $15,049Net Income 2014: $85,9162014Revenue 2015: $1,002Expenses 2015: $14,840Net Income 2015: -$13,8382015Revenue 2016: $1,332Expenses 2016: $24,821Net Income 2016: -$23,4892016Revenue 2017: $6,500Expenses 2017: $9,071Net Income 2017: -$2,5712017Revenue 2018: $1,911Expenses 2018: $6,013Net Income 2018: -$4,1022018Revenue 2019: $2,255Expenses 2019: $5,013Net Income 2019: -$2,7582019Revenue 2020: $1,224Expenses 2020: $8Net Income 2020: $1,2162020Revenue 2021: $1,146Expenses 2021: $5,000Net Income 2021: -$3,8542021Revenue 2022: $1,666Expenses 2022: $5,000Net Income 2022: -$3,3342022Revenue 2023: $2,831Expenses 2023: $8,010Net Income 2023: -$5,1792023Revenue 2024: $2,740Expenses 2024: $8,011Net Income 2024: -$5,2712024

Highlighted filing

2017

Revenue$6,500
Expenses$9,071
Net Income-$2,571
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID B PERKINSDirector-$0--
SHEILA F PERKINSDirector, Secretary, Treas-$0--
Filing and Contact Details

Filer

Filer Name
The David & Sheila Perkins Foundation
EIN
56-2171597
Phone
9198706822
Address
1000 WATERSMEET LANE, RALEIGH, NC 27614

Signing Officer

Name
David B Perkins
Title
President
Phone
9198706822
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Holden Moss Knott Clark & Copley Pa
Address
PO BOX 177, HENDERSON, NC 27536-0177
Preparer
Charles F Odom Jr
Phone
2524923041
Raw XML Appendix309 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24601 SIX FORKS ROAD SUITE 200
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd227609
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09060
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06859
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06859
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017532
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07054
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09187
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt022676
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt058650
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02201
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017532
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07054
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09187
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt022676
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09060
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02201
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt058650
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt056449
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt027
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ETF SUBSTITUTE PYMT IN LIEU OF DIV OR INT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt027
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt027
TaxesSchedule/TaxesDetail/Amt011
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON DIVIDENDS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt011
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID B PERKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09198706822
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAVID & SHEILA PERKINS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0562171597
ReturnHeader/Filer/PhoneNum09198706822
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 WATERSMEET LANE
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027614
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E7F6C466C93AE27A63F3A4372331D1D29B5CD6D9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E7F6C466C93AE27A63F3A4372331D1D29B5CD6D9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.63.155.187
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:02:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561274004
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLDEN MOSS KNOTT CLARK & COPLEY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 177
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HENDERSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0275360177
ReturnHeader/PreparerPersonGrp/PhoneNum02524923041
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES F ODOM JR
ReturnHeader/ReturnTs02018-05-15T08:40:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$99,699
Liabilities
$0
Net assets
$99,699
Revenue
$6,500
Expenses
$9,071
Net income
-$2,571
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.03$0.08$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.03$0.08$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.02$0.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.01$0.05$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.01$0.00$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.02$0.05$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.02$0.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.07$0.09$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.01$0.25$0.23
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.01$0.15$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$1.01$0.15$0.86
2013Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.51$0.27$0.24
2012Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.14
2010Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.34