Civic Intelligence

Battle Foundation Inc.

990PF • Fiscal year 2011 • EIN 56-6060618

Jan 01, 2011 to Dec 31, 2011 • Filed on May 17, 2012

Organization Profile
304 Wildwood Ave27803
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

39th percentile

-4.5%

Faster asset growth than 39% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$367,081

Down $17,445 (-4.5%) from 2010

Net Assets

Down

$367,081

Down $17,445 (-4.5%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$30,069

Down $573 (-1.9%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0Assets 2010: $384,526Liabilities 2010: $0Net Assets 2010: $384,5262010Assets 2011: $367,081Liabilities 2011: $0Net Assets 2011: $367,0812011Assets 2012: $355,422Liabilities 2012: $0Net Assets 2012: $355,4222012Assets 2013: $339,551Liabilities 2013: $0Net Assets 2013: $339,5512013Assets 2014: $357,388Liabilities 2014: $0Net Assets 2014: $357,3882014Assets 2015: $366,522Liabilities 2015: $0Net Assets 2015: $366,5222015Assets 2016: $352,872Liabilities 2016: $0Net Assets 2016: $352,8722016Assets 2017: $420,186Liabilities 2017: $0Net Assets 2017: $420,1862017Assets 2018: $416,668Liabilities 2018: $0Net Assets 2018: $416,6682018Assets 2019: $400,547Liabilities 2019: $0Net Assets 2019: $400,5472019Assets 2020: $380,796Liabilities 2020: $0Net Assets 2020: $380,7962020Assets 2021: $438,646Liabilities 2021: $0Net Assets 2021: $438,6462021Assets 2022: $475,118Liabilities 2022: $0Net Assets 2022: $475,1182022Assets 2023: $473,048Liabilities 2023: $0Net Assets 2023: $473,0482023Assets 2024: $503,824Liabilities 2024: $0Net Assets 2024: $503,8242024

Highlighted filing

2011

Assets$367,081
Liabilities$0
Net Assets$367,081
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $30,6422010Expenses 2011: $30,0692011Expenses 2012: $31,9822012Revenue 2013: $14,239Expenses 2013: $30,110Net Income 2013: -$15,8712013Revenue 2014: $48,342Expenses 2014: $30,505Net Income 2014: $17,8372014Revenue 2015: $14,719Expenses 2015: $5,585Net Income 2015: $9,1342015Revenue 2016: $16,753Expenses 2016: $30,403Net Income 2016: -$13,6502016Revenue 2017: $97,843Expenses 2017: $30,529Net Income 2017: $67,3142017Revenue 2018: $27,137Expenses 2018: $30,655Net Income 2018: -$3,5182018Revenue 2019: $14,806Expenses 2019: $30,927Net Income 2019: -$16,1212019Revenue 2020: $22,316Expenses 2020: $42,067Net Income 2020: -$19,7512020Revenue 2021: $87,224Expenses 2021: $30,137Net Income 2021: $57,0872021Revenue 2022: $77,344Expenses 2022: $40,322Net Income 2022: $37,0222022Revenue 2023: $37,682Expenses 2023: $39,752Net Income 2023: -$2,0702023Revenue 2024: $47,354Expenses 2024: $39,587Net Income 2024: $7,7672024

Highlighted filing

2011

Revenue-
Expenses$30,069
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 17, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLOTTE B ROBBINSPresident-$0--
CRAIG L BATTLEVice Pres-$0--
CHARLOTTE T BATTLETreasurer-$0--
JOHN M MEBANESecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMEDICAL FOUNDATION OF NCMEDICALEXEMPTCHAPEL HILL, NC, US$25,000
Filing and Contact Details

Filer

EIN
56-6060618
Raw XML Appendix376 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.

Path#Value
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AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
CompensationExplanation/Compensation/PersonName0CHARLOTTE B ROBBINS
CompensationExplanation/Compensation/PersonName1CRAIG L BATTLE
CompensationExplanation/Compensation/PersonName2CHARLOTTE T BATTLE
CompensationExplanation/Compensation/PersonName3JOHN M MEBANE
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue123280
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue225949
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue320151
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV050507
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV320181
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV425857
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0JOHNSON CTLS INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1DISCOVER BK
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2BMW BK NORTH AMER SALT LAKE
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3VIRGINIA ELECTRIC POWER
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4DUKE ENERGY CORPORATION
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5ARIZONA PUBLIC SERIVCE
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6SCANA CORPORATION
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7BANK ONE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue010142
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue37616
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1411952
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV158072
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2DUKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6NORFOLK SOUTHERN CORPORTION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7PEPSICO INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10ROYAL DUTCH SHELL PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11SCHLUMBERG LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12SONOCO PRODUCTS CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13SPECTRA ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14WALMART
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15TEVA PHARMACEUTICAL
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset225,000 SH FEDERAL FARM CR
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IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0CHARLOTTE BATTLE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02524425411
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10304 WILDWOOD AVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0ROCKY MOUNT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode027803
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NC
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0NONE
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0NO SPECIFIC FORM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0CHARLOTTE BATTLE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber02524465411
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10304 WILDWOOD AVE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0ROCKY MOUNT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0NC
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode027803
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0PREFERS TAX EXEMPT ORGANIZATIONS IN EASTERN NORTH CAROLINA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount025000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0MEDICAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10MEDICAL FOUNDATION OF NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10208 W FRANKLIN ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CHAPEL HILL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode027599
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear025000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear023200
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted023200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear101698
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear206866
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear010364
IRS990PF/UndistributedIncome/ExcessFromCurrentYear01800
IRS990PF/UndistributedIncome/ExcessFromYear101698
IRS990PF/UndistributedIncome/ExcessFromYear206866
IRS990PF/UndistributedIncome/QualifyingDistributions025000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus01800
IRS990PF/UndistributedIncome/TotalCorpus010364
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover08564
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1ADVISOR FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome03567
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks03567
OtherIncomeSchedule2/OtherIncome/Description0MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0500
TaxesSchedule/Taxes/Amount02
TaxesSchedule/Taxes/Amount1250
TaxesSchedule/Taxes/Category0FOREIGN TAX WITHHELD
TaxesSchedule/Taxes/Category1TAXES
TaxesSchedule/Taxes/NetInvestmentIncome02
TaxesSchedule/Taxes/NetInvestmentIncome1250
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0566060618
ReturnHeader/Filer/Name/BusinessNameLine10BATTLE FOUNDATION INC
ReturnHeader/Filer/NameControl0BATT
ReturnHeader/Filer/Phone02524465411
ReturnHeader/Filer/USAddress/AddressLine10304 WILDWOOD AVE
ReturnHeader/Filer/USAddress/City0ROCKY MOUNT
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027803
ReturnHeader/Officer/DateSigned02012-05-17
ReturnHeader/Officer/Name0CHARLOTTE T BATTLE
ReturnHeader/Officer/Phone02524465411
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02012-05-17
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10OETTINGER & COMPANY CPA PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 8346
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ROCKY MOUNT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0278041346
ReturnHeader/Preparer/Name0DAVID OETTINGER JR
ReturnHeader/Preparer/Phone02524511900
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-29T15:50:05-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$367,081
Liabilities
$0
Net assets
$367,081
Revenue
-
Expenses
$30,069
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.47$0.40$0.08
2023Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.38$0.40$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.77$0.40$0.37
2021Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.87$0.30$0.57
2020Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.22$0.42$0.20
2019Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.15$0.31$0.16
2018Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.27$0.31$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.98$0.31$0.67
2016Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.17$0.30$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.15$0.06$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.48$0.31$0.18
2013Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.14$0.30$0.16
2012Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.32
2011Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.30
2010Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.31