Civic Intelligence

Charles a Cannon Charitable Trust N0 One

990PF • Fiscal year 2019 • EIN 56-6132354

Apr 01, 2018 to Mar 31, 2019 • Filed on Dec 06, 2019

1525 W Wt Harris Blvd D1114-044Charlote, NC 28262

(704) 262-2347

Siviq Scores

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

Liabilities / Assets

2nd percentile

0.00x

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

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

2nd percentile

0.00x

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

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Net Margin

89th percentile

38%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$1,108,768

Higher top officer pay than 82% of similar nonprofits.

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

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Asset Growth

25th percentile

-0.4%

Faster asset growth than 25% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2019

Revenue Growth

88th percentile

27%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2019

Assets

Down

$167,869,577

Down $2,113,616 (-1.2%) from 2016

Net Assets

$167,869,577

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$21,014,333

Up $10,840,212 (+107%) from 2016

Expenses

Up

$13,057,150

Up $1,198,501 (+10%) from 2016

Net Income

Up

$7,957,183

Up $9,641,711 (+572%) from 2016

Historical Trend

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2012: $167,798,680Liabilities 2012: $0Net Assets 2012: $167,798,6802012Assets 2013: $169,296,877Liabilities 2013: $0Net Assets 2013: $169,296,8772013Assets 2014: $168,630,078Liabilities 2014: $02014Assets 2015: $171,885,517Liabilities 2015: $02015Assets 2016: $169,983,193Liabilities 2016: $02016Assets 2019: $167,869,577Liabilities 2019: $0Net Assets 2019: $167,869,5772019Assets 2020: $151,129,266Liabilities 2020: $12020Assets 2021: $139,674,440Liabilities 2021: $0Net Assets 2021: $139,674,4402021Assets 2022: $132,429,020Liabilities 2022: $0Net Assets 2022: $132,429,0202022Assets 2023: $139,220,382Liabilities 2023: $12023Assets 2024: $141,615,193Liabilities 2024: $12024Assets 2025: $138,395,667Liabilities 2025: $873Net Assets 2025: $138,394,7942025

Highlighted filing

2019

Assets$167,869,577
Liabilities$0
Net Assets$167,869,577

Operations Trend

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

$40M$20M$0-$20MRevenue 2012: $10,771,613Expenses 2012: $8,789,500Net Income 2012: $1,982,1132012Expenses 2013: $9,200,8302013Revenue 2014: $9,980,647Expenses 2014: $10,383,090Net Income 2014: -$402,4432014Revenue 2015: $15,080,373Expenses 2015: $11,552,470Net Income 2015: $3,527,9032015Revenue 2016: $10,174,121Expenses 2016: $11,858,649Net Income 2016: -$1,684,5282016Revenue 2019: $21,014,333Expenses 2019: $13,057,150Net Income 2019: $7,957,1832019Revenue 2020: $954,831Expenses 2020: $14,811,117Net Income 2020: -$13,856,2862020Revenue 2021: $5,052,599Expenses 2021: $15,107,814Net Income 2021: -$10,055,2152021Revenue 2022: $9,552,538Expenses 2022: $16,119,591Net Income 2022: -$6,567,0532022Revenue 2023: $27,247,632Expenses 2023: $19,886,939Net Income 2023: $7,360,6932023Revenue 2024: $19,999,630Expenses 2024: $17,800,102Net Income 2024: $2,199,5282024Revenue 2025: $18,179,325Expenses 2025: $20,943,911Net Income 2025: -$2,764,5862025

Highlighted filing

2019

Revenue$21,014,333
Expenses$13,057,150
Net Income$7,957,183
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Dec 6, 2019
Return Version
2018v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NACorp Trustee-$1,108,768-$1,108,768
WELLS FARGO BANK NAGrant Admin Services-$238,013-$238,013
JOSEPH HUNTERCo-TrusteePT$175,009-$175,009
EDWIN OUTENCo-TrusteePT$175,009-$175,009
WILLIAM C CANNON JRCo-TrusteePT$175,009-$175,009
ROBERT C HAYESCo-TrusteePT$175,009-$175,009
Filing and Contact Details

Filer

Filer Name
C A CANNON CHAR TRUST #1 (#190)
EIN
56-6132354
Phone
7042622347
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTE, NC 28262

Signing Officer

Name
-
Title
Co-Trustee
Phone
7042622347
Signed
2019-12-06
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt181191374
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt191287947
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt203255483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt216894943
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt261353504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt279532100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt282877740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt293301541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt301051912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt313181671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt323402962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt333197761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt344838081
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt374430774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt382815710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt394730465
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0105700
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
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