Civic Intelligence

Challenge Fund

990PF • Fiscal year 2020 • EIN 56-6059951

Jan 01, 2020 to Dec 31, 2020 • Filed on May 06, 2021

Organization Profile
1295 Environ WayChapel Hill, NC 27517

(336) 274-5471

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

5th percentile

-159%

Higher net margin than 5% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

47th percentile

$5,640

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

22nd percentile

-3.5%

Faster asset growth than 22% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-50%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$4,652,008

Down $168,222 (-3.5%) from 2019

Net Assets

Down

$4,652,008

Down $168,222 (-3.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin5th percentile

Revenue

Down

$105,988

Down $104,203 (-50%) from 2019

Expenses

Up

$274,210

Up $42,803 (+18%) from 2019

Net Income

Down

-$168,222

Down $147,006 (-693%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,614,305Liabilities 2010: $0Net Assets 2010: $3,614,3052010Assets 2011: $4,011,313Liabilities 2011: $0Net Assets 2011: $4,011,3132011Assets 2012: $4,247,774Liabilities 2012: $12012Assets 2013: $4,548,489Liabilities 2013: $0Net Assets 2013: $4,548,4892013Assets 2014: $4,899,949Liabilities 2014: $0Net Assets 2014: $4,899,9492014Assets 2015: $4,817,231Liabilities 2015: $0Net Assets 2015: $4,817,2312015Assets 2016: $4,680,667Liabilities 2016: $0Net Assets 2016: $4,680,6672016Assets 2017: $4,662,902Liabilities 2017: $0Net Assets 2017: $4,662,9022017Assets 2018: $4,841,446Liabilities 2018: $0Net Assets 2018: $4,841,4462018Assets 2019: $4,820,230Liabilities 2019: $0Net Assets 2019: $4,820,2302019Assets 2020: $4,652,008Liabilities 2020: $0Net Assets 2020: $4,652,0082020Assets 2021: $4,804,239Liabilities 2021: $0Net Assets 2021: $4,804,2392021Assets 2022: $4,539,556Liabilities 2022: $0Net Assets 2022: $4,539,5562022Assets 2023: $4,178,599Liabilities 2023: $0Net Assets 2023: $4,178,5992023Assets 2024: $4,223,674Liabilities 2024: $0Net Assets 2024: $4,223,6742024

Highlighted filing

2020

Assets$4,652,008
Liabilities$0
Net Assets$4,652,008
Open 2020 Filing

Operations Trend

Revenue Growth11th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $114,9312010Expenses 2011: $92,5762011Revenue 2012: $262,500Expenses 2012: $79,635Net Income 2012: $182,8652012Revenue 2013: $370,437Expenses 2013: $223,107Net Income 2013: $147,3302013Revenue 2014: $366,838Expenses 2014: $255,762Net Income 2014: $111,0762014Revenue 2015: $167,649Expenses 2015: $278,185Net Income 2015: -$110,5362015Revenue 2016: $131,039Expenses 2016: $292,759Net Income 2016: -$161,7202016Revenue 2017: $137,747Expenses 2017: $263,996Net Income 2017: -$126,2492017Revenue 2018: $562,311Expenses 2018: $383,767Net Income 2018: $178,5442018Revenue 2019: $210,191Expenses 2019: $231,407Net Income 2019: -$21,2162019Revenue 2020: $105,988Expenses 2020: $274,210Net Income 2020: -$168,2222020Revenue 2021: $438,759Expenses 2021: $286,528Net Income 2021: $152,2312021Revenue 2022: $62,798Expenses 2022: $327,481Net Income 2022: -$264,6832022Revenue 2023: -$66,733Expenses 2023: $294,224Net Income 2023: -$360,9572023Revenue 2024: $334,058Expenses 2024: $288,983Net Income 2024: $45,0752024

Highlighted filing

2020

Revenue$105,988
Expenses$274,210
Net Income-$168,222
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 6, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
H SMITH RICHARDSON IIIDirector-$5,640-$5,640
ANN PAGE RICHARDSONDirector-$0--
CARY R PAYNTERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Challenge Fund
EIN
56-6059951
Phone
3362745471
Address
1295 ENVIRON WAY, CHAPEL HILL, NC 27517

Signing Officer

Name
H Smith Richardson Iii
Title
Director
Phone
3362745471
Signed
2021-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Coleman Huntoon & Brown Pllc
Address
100 EUROPA DRIVE SUITE 445, CHAPEL HILL, NC 27517
Preparer
David L Huntoon
Phone
9199684911
Raw XML AppendixShowing 400 of 425 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/GrantOrContributionPurposeTxt4TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FAMILIES MOVING FORWARD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FOOD BANK OF CENTRAL & EASTERN NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5INTERNATIONAL RESCUE COMMITTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6SANTA BARBARA MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7CITY PARKS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8THE HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9A LOTTA LOVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10PARTNERS IN HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0210 HENDERSON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt140 RECTOR ST 16TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2300 N QUEEN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32020 FEARRINGTON POST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43808 TARHEEL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5122 E 42ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61130 STATE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7830 5TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8112 WEST MARKET STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO BOX 4331
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10PO BOX 996
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PITTSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8CHARLOTTESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10FREDERICK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027514
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd227701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327312
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd427609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510168
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd693101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd710065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd822902
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0241290
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0253185
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0253185
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0241290
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0817
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0717
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0717
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0UBS - ADVISOR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt017021
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt017021
TaxesSchedule/TaxesDetail/Amt0550
TaxesSchedule/TaxesDetail/Amt11844
TaxesSchedule/TaxesDetail/Amt275
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES PAID - NET
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt2STATE TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11844
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0H SMITH RICHARDSON III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
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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
$4,652,008
Liabilities
$0
Net assets
$4,652,008
Revenue
$105,988
Expenses
$274,210
Net income
-$168,222
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.33$0.29$0.05
2023Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.07$0.29$0.36
2022Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.06$0.33$0.26
2021Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.44$0.29$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.11$0.27$0.17
2019Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.21$0.23$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.56$0.38$0.18
2017Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.14$0.26$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.13$0.29$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.17$0.28$0.11
2014Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.37$0.26$0.11
2013Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.37$0.22$0.15
2012Summary only. Only limited summary data is available for this year.$4.25$0.00$0.26$0.08$0.18
2011Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.09
2010Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.11