Civic Intelligence

Beroth Charitable Tr for Appalachn State University Foundation Inc

990PF • Fiscal year 2019 • EIN 56-2242152

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization Profile
20 W 32nd StreetWinston Salem, NC 27105

(336) 757-7600

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

38th percentile

-1.7%

Higher net margin than 38% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

5th percentile

-71%

Faster asset growth than 5% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

13%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$414

Down $1,008 (-71%) from 2018

Net Assets

Down

$414

Down $1,008 (-71%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin38th percentile

Revenue

Up

$59,430

Up $6,793 (+13%) from 2018

Expenses

Up

$60,438

Up $4,149 (+7.4%) from 2018

Net Income

Up

-$1,008

Up $2,644 (+72%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$6.0K$4.0K$2.0K$0-$2.0KAssets 2011: $1,695Liabilities 2011: $02011Assets 2012: $4,318Liabilities 2012: $02012Assets 2013: $3,393Liabilities 2013: $02013Assets 2014: -$747Liabilities 2014: $02014Assets 2015: $972Liabilities 2015: $02015Assets 2018: $1,422Liabilities 2018: $0Net Assets 2018: $1,4222018Assets 2019: $414Liabilities 2019: $1Net Assets 2019: $4142019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2019

Assets$414
Liabilities$1
Net Assets$414
Open 2019 Filing

Operations Trend

Revenue Growth68th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $45,760Expenses 2011: $45,853Net Income 2011: -$932011Revenue 2012: $43,252Expenses 2012: $40,629Net Income 2012: $2,6232012Revenue 2013: $43,877Expenses 2013: $44,802Net Income 2013: -$9252013Revenue 2014: $45,047Expenses 2014: $49,187Net Income 2014: -$4,1402014Revenue 2015: $49,690Expenses 2015: $47,971Net Income 2015: $1,7192015Revenue 2018: $52,637Expenses 2018: $56,289Net Income 2018: -$3,6522018Revenue 2019: $59,430Expenses 2019: $60,438Net Income 2019: -$1,0082019Revenue 2020: $0Expenses 2020: $1,390Net Income 2020: -$1,3902020

Highlighted filing

2019

Revenue$59,430
Expenses$60,438
Net Income-$1,008
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W WINFIELD BEROTHDirector-$0--
PAUL V BEROTHDirector-$0--
WILLIE SMITHDirector-$0--
JEFF A NEEDHAMDirector-$0--
STEVEN STILLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Beroth Charitable Trust for Appalachian
EIN
56-2242152
Phone
3367577600
Address
20 W 32ND STREET, WINSTON SALEM, NC 27105

Signing Officer

Name
Mr W Winfield Beroth
Title
Director
Phone
3367577600
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Dixon Hughes Goodman Llp
Address
1829 EASTCHESTER DRIVE, HIGH POINT, NC 27265
Preparer
Matthew R Wood
Phone
3368895156
Raw XML Appendix331 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/AppliedToCurrentYearAmt045
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0195440
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt038775
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt039876
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031994
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt039955
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08900
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1810
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23719
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt35509
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41500
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MR W WINFIELD BEROTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03367577600
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEROTH CHARITABLE TRUST FOR APPALACHIAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0STATE UNIVERSITY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BERO
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ReturnHeader/Filer/PhoneNum03367577600
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ReturnHeader/Filer/USAddress/CityNm0WINSTON SALEM
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.190.246.22
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:18:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560747981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIXON HUGHES GOODMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01829 EASTCHESTER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HIGH POINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027265
ReturnHeader/PreparerPersonGrp/PhoneNum03368895156
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW R WOOD
ReturnHeader/ReturnTs02020-11-16T08:30:22-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$414
Liabilities
$1
Net assets
$414
Revenue
$59,430
Expenses
$60,438
Net income
-$1,008
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$1.39$1.39
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$59.4$60.4$1.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$52.6$56.3$3.65
2015Summary only. Only limited summary data is available for this year.$0.97$0.00$49.7$48.0$1.72
2014Summary only. Only limited summary data is available for this year.$0.75$0.00$45.0$49.2$4.14
2013Summary only. Only limited summary data is available for this year.$3.39$0.00$43.9$44.8$0.93
2012Summary only. Only limited summary data is available for this year.$4.32$0.00$43.3$40.6$2.62
2011Summary only. Only limited summary data is available for this year.$1.70$0.00$45.8$45.9$0.09