Civic Intelligence

Kelly-Webb Trust

990PF • Fiscal year 2018 • EIN 56-2219972

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 29, 2019

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

0.02x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

81st percentile

0.08x

Higher debt load relative to revenue than 81% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

3rd percentile

-375%

Higher net margin than 3% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$9,150

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 48.0% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

7th percentile

-54%

Faster asset growth than 7% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-35%

Faster revenue growth than 15% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$60,272

Down $71,473 (-54%) from 2017

Net Assets

Down

$58,772

Down $71,473 (-55%) from 2017

Liabilities

Flat

$1,500

Flat from 2017

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin3rd percentile

Revenue

Down

$19,081

Down $10,217 (-35%) from 2017

Expenses

Down

$90,554

Down $164,162 (-64%) from 2017

Net Income

Up

-$71,473

Up $153,945 (+68%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2018

Assets$60,272
Liabilities$1,500
Net Assets$58,772
Open 2018 Filing

Operations Trend

Revenue Growth15th 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

2018

Revenue$19,081
Expenses$90,554
Net Income-$71,473
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 29, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT EPTINGTrustee-$9,150-$9,150
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
2019-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Blackman & Sloop Cpas Pa
Address
1414 RALEIGH RD SUITE 300, CHAPEL HILL, NC 27517
Preparer
Elizabeth Mauch
Phone
9199428700
Raw XML Appendix340 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/GrantOrContributionPurposeTxt0SUPPORT OF PROGRAMS PROVIDING CONTEXT AND HISTORY OF CHAPEL HILL HISTORIC DISTRICTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT EDUCATIONAL PROGRAMMING AND SCHOLARSHIPS PROPOGATING THE USE OF NATURAL BUILDING SYSTEMS IN COMMUNITY DEVELOPMENTS AND ASSIST IN RENOVATION AND EXPANSION OF CLASSROOM SPACE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT FOR PRESERVATION AND RESTORATION OF STORM DAMAGE IN THE BOTANICAL GARDEN ON THE UNC CAMPUS.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE ECO-INSTITUTE AT PICKARDS MOUNTAIN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NORTH CAROLINA BOTANICAL GARDEN FOUNDATION INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0610 E ROSEMARY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18519 PICKARDS MEADOW ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2103 W MAIN ST STE D
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3CAMPUS BOX 3375 EDUCATION CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHAPEL HILL
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03718
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03718
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0225680
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt026520
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014655
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0347459
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt080604
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0225680
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt026520
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014655
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt084322
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt080604
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0347459
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0266855
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0447
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1233
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0447
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1233
TaxesSchedule/TaxesDetail/Amt0224
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT EPTING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09199290323
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-29
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/FilingSecurityInformation/AtSubmissionCreationDeviceId01B3E3AB753DA12F362349F1C8D3AE4717844F47D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00D49E847F3114583DAD4C942B4F602A16906BFDE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt045.20.211.129
ReturnHeader/FilingSecurityInformation/IPDt02019-04-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:52:33
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/PreparerPersonNm0ELIZABETH MAUCH
ReturnHeader/ReturnTs02019-05-01T13:05:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,272
Liabilities
$1,500
Net assets
$58,772
Revenue
$19,081
Expenses
$90,554
Net income
-$71,473
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