Civic Intelligence

Gravely Memorial Trust

990PF • Fiscal year 2017 • EIN 56-6046933

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 16, 2018

Organization Profile
1415 Fenner RoadRocky Mount, NC 27804

(252) 985-3300

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

30th percentile

-6.2%

Higher net margin than 30% of similar nonprofits.

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

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.

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

Asset Growth

44th percentile

-0.4%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

91st percentile

91%

Faster revenue growth than 91% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$229,211

Down $10,336 (-4.3%) from 2015

Net Assets

Down

$229,211

Down $10,336 (-4.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin30th percentile

Revenue

Up

$16,140

Up $1,313 (+8.9%) from 2015

Expenses

Up

$17,133

Up $331 (+2.0%) from 2015

Net Income

Up

-$993

Up $982 (+50%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$300K$200K$100K$0Assets 2011: $138,485Liabilities 2011: $02011Assets 2012: $130,346Liabilities 2012: $02012Assets 2013: $122,678Liabilities 2013: $02013Assets 2014: $241,522Liabilities 2014: $0Net Assets 2014: $241,5222014Assets 2015: $239,547Liabilities 2015: $0Net Assets 2015: $239,5472015Assets 2017: $229,211Liabilities 2017: $0Net Assets 2017: $229,2112017Assets 2018: $232,864Liabilities 2018: $0Net Assets 2018: $232,8642018Assets 2019: $231,888Liabilities 2019: $0Net Assets 2019: $231,8882019Assets 2020: $221,944Liabilities 2020: $0Net Assets 2020: $221,9442020Assets 2021: $219,310Liabilities 2021: $0Net Assets 2021: $219,3102021Assets 2022: $210,782Liabilities 2022: $0Net Assets 2022: $210,7822022Assets 2023: $217,858Liabilities 2023: $12023Assets 2024: $191,532Liabilities 2024: $0Net Assets 2024: $191,5322024

Highlighted filing

2017

Assets$229,211
Liabilities$0
Net Assets$229,211
Open 2017 Filing

Operations Trend

Revenue Growth91st percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $11,975Expenses 2011: $10,016Net Income 2011: $1,9592011Revenue 2012: $2,514Expenses 2012: $10,653Net Income 2012: -$8,1392012Revenue 2013: $2,355Expenses 2013: $10,023Net Income 2013: -$7,6682013Revenue 2014: $133,103Expenses 2014: $14,259Net Income 2014: $118,8442014Revenue 2015: $14,827Expenses 2015: $16,802Net Income 2015: -$1,9752015Revenue 2017: $16,140Expenses 2017: $17,133Net Income 2017: -$9932017Revenue 2018: $17,321Expenses 2018: $13,668Net Income 2018: $3,6532018Revenue 2019: $13,726Expenses 2019: $14,702Net Income 2019: -$9762019Revenue 2020: $7,158Expenses 2020: $17,102Net Income 2020: -$9,9442020Revenue 2021: $26,940Expenses 2021: $29,574Net Income 2021: -$2,6342021Revenue 2022: $10,987Expenses 2022: $19,515Net Income 2022: -$8,5282022Revenue 2023: $11,300Expenses 2023: $4,224Net Income 2023: $7,0762023Revenue 2024: $26,677Expenses 2024: $53,003Net Income 2024: -$26,3262024

Highlighted filing

2017

Revenue$16,140
Expenses$17,133
Net Income-$993
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 16, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LANNY SCHUFFTrustee-$0--
LUCY HINSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Gravely Memorial Trust
EIN
56-6046933
Phone
2529853300
Address
1415 FENNER ROAD, ROCKY MOUNT, NC 27804

Signing Officer

Name
Landon E Shuff Jr
Title
Trustee
Phone
2529853300
Signed
2018-07-16
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
111 ROUNDABOUT COURT, ROCKY MOUNT, NC 27804
Preparer
James W Matthews Jr
Phone
2524460111
Raw XML Appendix323 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/SumOfProgramRelatedInvstGrp/TotalAmt00
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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/AppliedToCurrentYearAmt012139
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012139
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02759
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01473
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01286
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013612
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01473
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01286
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02932
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02932
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/Amt126
TaxesSchedule/TaxesDetail/CategoryTxt0US INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt126
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LANDON E SHUFF JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02529853300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRAVELY MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GRAV
ReturnHeader/Filer/EIN0566046933
ReturnHeader/Filer/PhoneNum02529853300
ReturnHeader/Filer/USAddress/AddressLine1Txt01415 FENNER ROAD
ReturnHeader/Filer/USAddress/CityNm0ROCKY MOUNT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027804
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId023796E0DF0C2C79F220D728183ED354D61EE56AD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId023796E0DF0C2C79F220D728183ED354D61EE56AD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.171.131.171
ReturnHeader/FilingSecurityInformation/IPDt02018-07-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:22:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 ROUNDABOUT COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKY MOUNT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027804
ReturnHeader/PreparerPersonGrp/PhoneNum02524460111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES W MATTHEWS JR
ReturnHeader/ReturnTs02018-08-13T08:34:33-05:00
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
$229,211
Liabilities
$0
Net assets
$229,211
Revenue
$16,140
Expenses
$17,133
Net income
-$993
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.27$0.53$0.26
2023Summary only. Only limited summary data is available for this year.$2.18$0.00$0.11$0.04$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.11$0.20$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.00$2.19$0.27$0.30$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.07$0.17$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.14$0.15$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.17$0.14$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.16$0.17$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.15$0.17$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$1.33$0.14$1.19
2013Summary only. Only limited summary data is available for this year.$1.23$0.00$0.02$0.10$0.08
2012Summary only. Only limited summary data is available for this year.$1.30$0.00$0.03$0.11$0.08
2011Summary only. Only limited summary data is available for this year.$1.38$0.00$0.12$0.10$0.02