Civic Intelligence

Diane Swift Modaff Foundation Inc

990PF • Fiscal year 2020 • EIN 56-2200480

May 01, 2019 to Apr 30, 2020 • Filed on Mar 15, 2021

Organization Profile
5 Stancliff DriveAsheville, NC 28803

(828) 687-8438

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

100th percentile

80990%

Faster asset growth than 100% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$208,402

Up $208,145 (+80990%) from 2019

Net Assets

Up

$208,402

Up $208,145 (+80990%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin98th percentile

Revenue

Up

$208,547

Up $208,547 from 2019

Expenses

Up

$402

Up $402 from 2019

Net Income

Up

$208,145

Up $208,145 from 2019

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$300K$200K$100K$0Assets 2011: $1,820Liabilities 2011: $0Net Assets 2011: $1,8202011Assets 2014: $682Liabilities 2014: $0Net Assets 2014: $6822014Assets 2015: $257Liabilities 2015: $0Net Assets 2015: $2572015Assets 2016: $257Liabilities 2016: $0Net Assets 2016: $2572016Assets 2017: $257Liabilities 2017: $0Net Assets 2017: $2572017Assets 2018: $257Liabilities 2018: $0Net Assets 2018: $2572018Assets 2019: $257Liabilities 2019: $0Net Assets 2019: $2572019Assets 2020: $208,402Liabilities 2020: $0Net Assets 2020: $208,4022020Assets 2021: $228,153Liabilities 2021: $0Net Assets 2021: $228,1532021Assets 2022: $242,685Liabilities 2022: $0Net Assets 2022: $242,6852022Assets 2023: $235,961Liabilities 2023: $0Net Assets 2023: $235,9612023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$208,402
Liabilities$0
Net Assets$208,402
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KExpenses 2011: $02011Revenue 2014: $0Expenses 2014: $228Net Income 2014: -$2282014Revenue 2015: $400Expenses 2015: $825Net Income 2015: -$4252015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $208,547Expenses 2020: $402Net Income 2020: $208,1452020Revenue 2021: $28,359Expenses 2021: $8,554Net Income 2021: $19,8052021Revenue 2022: $32,137Expenses 2022: $17,267Net Income 2022: $14,8702022Revenue 2023: -$858Expenses 2023: $5,490Net Income 2023: -$6,3482023Revenue 2024: $29,810Expenses 2024: $265,749Net Income 2024: -$235,9392024

Highlighted filing

2020

Revenue$208,547
Expenses$402
Net Income$208,145
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Mar 15, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID MODAFFDirector, President, Treas-$0--
LYNDA MODAFFDirector,Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Diane Swift Modaff Foundation Inc
EIN
56-2200480
Phone
8286878438
Address
5 STANCLIFF DRIVE, ASHEVILLE, NC 28803

Signing Officer

Name
David Modaff
Title
President
Phone
8286878438
Signed
2021-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Johnson Price Sprinkle Pa
Address
79 WOODFIN PLACE SUITE 300, ASHEVILLE, NC 28801
Preparer
Mickey R Dale
Phone
8282542374
Raw XML AppendixShowing 400 of 484 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/UndistributedIncomeGrp/DistributableAsAdjustedAmt04026
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1TUA JOHN W MODAFF CRUT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O FIRST CITIZENS BANK PO BOX 2952
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1C/O FIRST CITIZENS BANK PO BOX 2952
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0RALEIGH
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IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06655
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1201230
IRS990ScheduleB/GeneralRuleInd0X
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IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01738
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt19496
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt28915
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3869
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IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt52392
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt610886
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt713073
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt89588
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt91348
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt10725
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt112474
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt121298
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt13803
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt141837
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1512865
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1610374
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt179013
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt18555
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt191508
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt206101
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt211446
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IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt231792
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IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt256077
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt263011
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt27878
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt286596
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt296065
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt301822
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt319423
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt326254
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt331094
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt34984
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IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt364663
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IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt381530
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt39943
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt408062
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt411827
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IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt4512012
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0160.098 SHARES - KELLNER MERGER FUND
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1401.897 SHARES - AMERICAN BEACON BRIDGEWAY LARGE CAP VALUE FUND CLASS N#3416
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2899.116 SHARES - AMERICAN BEACON GARCIA HAMILTON QUALITY BOND FUND
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc364.178 SHARES - ARTISAN INTL SMALL-MID FUND
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4236.969 SHARES - ASHMORE EMERGING MARKETS ACTIVE EQUITY FUND
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc5114.945 SHARES - BALLIE GIFFORD EMERGING MARKETS EQUITY FUND
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc6908.155 SHARES - ISHARES MSCI EAFE INTERNATIONAL INDEX FUND CLASS K
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc71209.510 SHARES - BAIRD AGGREGATE BOND FUND
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc8248.854 SHARES - CARILLON CLARIVEST CAPITAL APPRECIATION FUND CLASS I
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc9185.559 BLACKROCK HIGH YIELD BOND PORTFOLIO CLASS K
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1046.774 SHARES - COHEN & STEERS REAL ESTATE SECURITIES FUND CLASS I
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11108.688 SHARES - COLUMBIA SMALL CAP INDEX FUND INTL
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc12242.556 SHARES - DFA INTERNATIONAL REAL ESTATE SECURITIES PORTFOLIO
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1376.910 SHARES - EATON VANCE GLBL MACRO ABS RET ADVTG R6
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1495.324 SHARES - FEDERATED MDT SMALL CAP CORE FUND
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc15553.340 SHARES - FILELITY MID CAP INDEX FUND INST PREMIUM
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc16983.397 SHARES - FIDELITY LARGE CAP VALUE INDEX FUND
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc17795.227 SHARES - FIDELITY LARGE CAP GROWTH INDEX FUND
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1848.147 SHARES - FIDELITY ADVISOR INTERNATIONAL REAL ESTATE FUND
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc19115.808 SHARES - GLENMEDE SECURED OPTIONS PORTFOLIO
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc20648.679 SHARES - GOLDMAN SACHS ENHANCED INCOME FUND CLASS I
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc21135.002 SHARES - GOLDMAN SACHS INTERNATIONAL SMALL CAP INSIGHTS FUND CLASS R6
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc22202.308 SHARES - GOLDMAN SACHS EMERGING MARKETS EQUITY INSIGHTS FUND CLASS R6
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc23244.205 SHARES - HARTFORD EMERGING MARKETS LOCAL DEBT FUND CLASS Y
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc24121.723 SHARES - 361 GLOBAL LONG/SHORT EQUITY FUND CLASS Y
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc25381.749 SHARES - WCMFOCUSED INTERNATIONAL GROWTH FUND
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2639 SHARES - ISHARES MSCI ACWL ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc27126.041 SHARES - IVY HIGH INCOME FUND CLASS N
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc28225.392 SHARES - JPMORGAN VALUE ADVANTAGE FUND CLASS R6
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc29355.383 SHARES - LAZARD INTERNATIONAL EQUITY INST
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc30159.401 SHARES - LITMAN GREGORY MASTERS ALTERNATIVE STRATEFIES FUND
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc31415.065 SHARES - MFS MID CAP VALUE R6
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc32145.255 SHARES - MORGAN STANLEY INST GROWTH IR
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3399.474 SHARES - INVENOMIC INSTITUTIONAL CLASS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3498.113 SHARES - PEAR TREE POLARIS FGN VAL SMALL CAP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc35675.850 SHARES - PEAR TREE POLARIS FOREIGN VALUE FUND CL R6
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc36567.842 SHARES - PIMCO STOCKSPLUS INTERNATIONAL FUND US DOLLAR-HEDGED INST
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc37253.402 SHARES - PIMCO STOCKSPLUS SMALL FUND
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc38183.902 SHARES - T ROWE PRICE INSTITUTIONAL EMERGING MARKETS BOND FUND
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3941.755 SHARES - PRINCIPAL REAL ESTATE SECURITIES FUND
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4094.317 SHARES - T ROWE PRICE MID-CAP GROWTH FUND CLASS I

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$208,402
Liabilities
$0
Net assets
$208,402
Revenue
$208,547
Expenses
$402
Net income
$208,145
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.30$2.66$2.36
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.01$0.05$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.32$0.17$0.15
2021Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.28$0.09$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$2.09$0.00$2.08
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.01$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00