Civic Intelligence

Edwin H Smith Jr Tuw

990PF • Fiscal year 2013 • EIN 56-6152448

Nov 01, 2012 to Oct 31, 2013 • Filed on Nov 14, 2013

Organization Profile
PO Box 2907 - Trust Tax DeptWilson, NC 27894-2907
Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

Higher debt load relative to revenue than 38% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

61st percentile

$8,155

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

66th percentile

6.8%

Faster asset growth than 66% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$578,499

Up $36,925 (+6.8%) from 2012

Net Assets

Up

$578,499

Up $36,925 (+6.8%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin89th percentile

Revenue

$72,694

No earlier filing loaded for comparison.

Expenses

Down

$36,148

Down $7,348 (-17%) from 2012

Net Income

$36,546

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$800K$600K$400K$200K$0Assets 2011: $549,020Liabilities 2011: $0Net Assets 2011: $549,0202011Assets 2012: $541,574Liabilities 2012: $0Net Assets 2012: $541,5742012Assets 2013: $578,499Liabilities 2013: $0Net Assets 2013: $578,4992013Assets 2014: $607,554Liabilities 2014: $1Net Assets 2014: $607,5542014Assets 2015: $598,960Liabilities 2015: $1Net Assets 2015: $598,9602015Assets 2016: $576,129Liabilities 2016: $1Net Assets 2016: $576,1292016Assets 2017: $605,700Liabilities 2017: $0Net Assets 2017: $605,7002017

Highlighted filing

2013

Assets$578,499
Liabilities$0
Net Assets$578,499
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2011: $33,1652011Expenses 2012: $43,4962012Revenue 2013: $72,694Expenses 2013: $36,148Net Income 2013: $36,5462013Revenue 2014: $71,609Expenses 2014: $42,925Net Income 2014: $28,6842014Revenue 2015: $32,491Expenses 2015: $40,868Net Income 2015: -$8,3772015Revenue 2016: $17,163Expenses 2016: $40,092Net Income 2016: -$22,9292016Revenue 2017: $67,125Expenses 2017: $37,461Net Income 2017: $29,6642017

Highlighted filing

2013

Revenue$72,694
Expenses$36,148
Net Income$36,546
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2012 to Oct 31, 2013
Signed
Nov 14, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$8,155-$8,155
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGRACE EPISCOPAL CHURCHRELIGIOUSEXEMPTWELDON, NC, US$27,299
Filing and Contact Details

Filer

EIN
56-6152448
Raw XML Appendix383 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/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode027894
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
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/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/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount027299
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0RELIGIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10GRACE EPISCOPAL CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 308
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WELDON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode027890
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear027299
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/AppliedToCurrentYear00
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1027299
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted031611
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions027299
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY031611
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear027299
OtherIncreasesSchedule/OtherIncreases/Amount01
OtherIncreasesSchedule/OtherIncreases/Amount1378
OtherIncreasesSchedule/OtherIncreases/Description0ADJUSTMENT FOR ROUNDING
OtherIncreasesSchedule/OtherIncreases/Description1DIFF IN MUTUAL FUNDS REC/REPORTED
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BorrowersName/Individual0KRISTAN LEHMAN
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BorrowersName/Individual1KRISTAN LEHMAN
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BorrowersName/Individual2KRISTAN LEHMAN
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DateOfNote01999-07
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DateOfNote12000-08
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DateOfNote22001-08
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DescOfLenderConsideration0BALANCE OF LOAN
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DescOfLenderConsideration1BALANCE OF LOAN
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/InterestRate01.00000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/InterestRate11.00000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/InterestRate21.00000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/OriginalAmountOfLoan02000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/OriginalAmountOfLoan12000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/OriginalAmountOfLoan22000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/PurposeOfLoan0EDUCATION
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/PurposeOfLoan1EDUCATION
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/PurposeOfLoan2EDUCATION
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/RepaymentTerms02% ANNUM UNTIL PAID
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/RepaymentTerms12% ANNUM UNTIL PAID
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/RepaymentTerms22% ANNUM UNTIL PAID
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0566152448
ReturnHeader/Filer/Name/BusinessNameLine10EDWIN H SMITH JR TUW
ReturnHeader/Filer/NameControl0SMIT
ReturnHeader/Filer/Phone02522464633
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 2907 - TRUST TAX DEPT
ReturnHeader/Filer/USAddress/City0WILSON
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode0278942907
ReturnHeader/Officer/DateSigned02013-11-14
ReturnHeader/Officer/Name0BRANCH BANKING TRUST CO TRUSTEE
ReturnHeader/Officer/Phone02522464633
ReturnHeader/Officer/Title0Vice President
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-11-01
ReturnHeader/TaxPeriodEndDate02013-10-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-20T08:53:36-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$578,499
Liabilities
$0
Net assets
$578,499
Revenue
$72,694
Expenses
$36,148
Net income
$36,546
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.67$0.37$0.30
2016Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.17$0.40$0.23
2015Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$0.32$0.41$0.08
2014Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.72$0.43$0.29
2013Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$0.73$0.36$0.37
2012Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.43
2011Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.33