Civic Intelligence

Kelly-Webb Trust

990PF • Fiscal year 2015 • EIN 56-2219972

Jan 01, 2015 to Dec 31, 2015 • Filed on May 09, 2016

Organization Profile
410 Martin Luther King Jr BlvdChapel Hill, NC 27514

(919) 929-0323

Siviq Scores

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

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

100th percentile

17.24x

Higher debt load relative to revenue than 100% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-23841%

Higher net margin than 1% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

78th percentile

$2,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 2298.9% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

14th percentile

-27%

Faster asset growth than 14% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

28th percentile

-16%

Faster revenue growth than 28% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$55,321

Down $20,742 (-27%) from 2014

Net Assets

Down

$53,821

Down $20,742 (-28%) from 2014

Liabilities

Flat

$1,500

Flat from 2014

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Down

$87

Down $16 (-16%) from 2014

Expenses

Up

$20,829

Up $16,029 (+334%) from 2014

Net Income

Down

-$20,742

Down $16,045 (-342%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$600K$400K$200K$0Assets 2011: $445,637Liabilities 2011: $5,0002011Assets 2012: $92,255Liabilities 2012: $5,000Net Assets 2012: $87,2552012Assets 2013: $80,760Liabilities 2013: $1,500Net Assets 2013: $79,2602013Assets 2014: $76,063Liabilities 2014: $1,500Net Assets 2014: $74,5632014Assets 2015: $55,321Liabilities 2015: $1,500Net Assets 2015: $53,8212015Assets 2016: $390,664Liabilities 2016: $35,001Net Assets 2016: $355,6632016Assets 2017: $131,745Liabilities 2017: $1,500Net Assets 2017: $130,2452017Assets 2018: $60,272Liabilities 2018: $1,500Net Assets 2018: $58,7722018Assets 2019: $17,165Liabilities 2019: $1Net Assets 2019: $17,1652019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2015

Assets$55,321
Liabilities$1,500
Net Assets$53,821
Open 2015 Filing

Operations Trend

Revenue Growth28th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $164,479Expenses 2011: $98,138Net Income 2011: $66,3412011Expenses 2012: $355,0672012Revenue 2013: $155Expenses 2013: $8,150Net Income 2013: -$7,9952013Revenue 2014: $103Expenses 2014: $4,800Net Income 2014: -$4,6972014Revenue 2015: $87Expenses 2015: $20,829Net Income 2015: -$20,7422015Revenue 2016: $383,294Expenses 2016: $80,113Net Income 2016: $303,1812016Revenue 2017: $29,298Expenses 2017: $254,716Net Income 2017: -$225,4182017Revenue 2018: $19,081Expenses 2018: $90,554Net Income 2018: -$71,4732018Revenue 2019: $18Expenses 2019: $43,125Net Income 2019: -$43,1072019Revenue 2020: $848Expenses 2020: $18,013Net Income 2020: -$17,1652020

Highlighted filing

2015

Revenue$87
Expenses$20,829
Net Income-$20,742
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 9, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT EPTINGTrustee-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
Kelly-webb Trust
EIN
56-2219972
Phone
9199290323
Address
410 MARTIN LUTHER KING JR BLVD, CHAPEL HILL, NC 27514

Signing Officer

Name
Robert Epting
Title
Trustee
Phone
9199290323
Signed
2016-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Blackman & Sloop Cpas Pa
Address
1414 RALEIGH RD SUITE 300, CHAPEL HILL, NC 27517
Preparer
Robin Mcduffie
Phone
9199428700
Raw XML Appendix283 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/DistributableAsAdjustedAmt03676
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0318625
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0333280
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014655
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0318625
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018331
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014655
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0333280
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0318625
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT EPTING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09199290323
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KELLY-WEBB TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROBERT EPTING TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0KELL
ReturnHeader/Filer/EIN0562219972
ReturnHeader/Filer/PhoneNum09199290323
ReturnHeader/Filer/USAddress/AddressLine1Txt0410 MARTIN LUTHER KING JR BLVD
ReturnHeader/Filer/USAddress/CityNm0CHAPEL HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027514
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561304727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLACKMAN & SLOOP CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01414 RALEIGH RD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHAPEL HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027517
ReturnHeader/PreparerPersonGrp/PhoneNum09199428700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBIN MCDUFFIE
ReturnHeader/ReturnTs02016-05-12T15:57:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$55,321
Liabilities
$1,500
Net assets
$53,821
Revenue
$87
Expenses
$20,829
Net income
-$20,742
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.18$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.00$0.43$0.43
2018Detailed filing. Detailed filing data is available for this year.$0.60$0.02$0.59$0.19$0.91$0.71
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.02$1.30$0.29$2.55$2.25
2016Detailed filing. Detailed filing data is available for this year.$3.91$0.35$3.56$3.83$0.80$3.03
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.02$0.54$0.00$0.21$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.76$0.02$0.75$0.00$0.05$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.81$0.02$0.79$0.00$0.08$0.08
2012Detailed filing. Detailed filing data is available for this year.$0.92$0.05$0.87$3.55
2011Summary only. Only limited summary data is available for this year.$4.46$0.05$1.64$0.98$0.66