Civic Intelligence

Allan C Mims and Margaret L Mims Charitable Tr

990PF • Fiscal year 2023 • EIN 56-6207750

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

1450 Raleigh Road 300Chapel Hill, NC 27517

(919) 489-2600

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

9th percentile

-82%

Higher net margin than 9% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

67th percentile

$13,474

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 33.6% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

32nd percentile

-3.0%

Faster asset growth than 32% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

3124%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$993,966

Down $31,221 (-3.0%) from 2022

Net Assets

Down

$993,966

Down $31,221 (-3.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$40,073

Up $38,830 (+3124%) from 2022

Expenses

Down

$72,778

Down $37,059 (-34%) from 2022

Net Income

Up

-$32,705

Up $75,889 (+70%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,016,385Liabilities 2010: $0Net Assets 2010: $1,016,3852010Assets 2011: $981,506Liabilities 2011: $0Net Assets 2011: $981,5062011Assets 2012: $955,519Liabilities 2012: $0Net Assets 2012: $955,5192012Assets 2013: $983,863Liabilities 2013: $0Net Assets 2013: $983,8632013Assets 2014: $1,054,508Liabilities 2014: $0Net Assets 2014: $1,054,5082014Assets 2015: $1,174,804Liabilities 2015: $0Net Assets 2015: $1,174,8042015Assets 2016: $1,097,153Liabilities 2016: $0Net Assets 2016: $1,097,1532016Assets 2017: $1,058,881Liabilities 2017: $0Net Assets 2017: $1,058,8812017Assets 2018: $1,017,462Liabilities 2018: $0Net Assets 2018: $1,017,4622018Assets 2019: $1,006,426Liabilities 2019: $0Net Assets 2019: $1,006,4262019Assets 2020: $1,089,778Liabilities 2020: $0Net Assets 2020: $1,089,7782020Assets 2021: $1,132,703Liabilities 2021: $0Net Assets 2021: $1,132,7032021Assets 2022: $1,025,187Liabilities 2022: $0Net Assets 2022: $1,025,1872022Assets 2023: $993,966Liabilities 2023: $0Net Assets 2023: $993,9662023Assets 2024: $1,005,286Liabilities 2024: $0Net Assets 2024: $1,005,2862024

Highlighted filing

2023

Assets$993,966
Liabilities$0
Net Assets$993,966

Operations Trend

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $72,6862010Expenses 2011: $92,8762011Expenses 2012: $89,1582012Revenue 2013: $121,685Expenses 2013: $93,420Net Income 2013: $28,2652013Revenue 2014: $178,119Expenses 2014: $107,471Net Income 2014: $70,6482014Revenue 2015: $225,381Expenses 2015: $104,579Net Income 2015: $120,8022015Revenue 2016: $29,100Expenses 2016: $107,047Net Income 2016: -$77,9472016Revenue 2017: $36,054Expenses 2017: $74,039Net Income 2017: -$37,9852017Revenue 2018: $48,461Expenses 2018: $90,103Net Income 2018: -$41,6422018Revenue 2019: $43,040Expenses 2019: $76,611Net Income 2019: -$33,5712019Revenue 2020: $183,891Expenses 2020: $100,539Net Income 2020: $83,3522020Revenue 2021: $139,817Expenses 2021: $97,830Net Income 2021: $41,9872021Revenue 2022: $1,243Expenses 2022: $109,837Net Income 2022: -$108,5942022Revenue 2023: $40,073Expenses 2023: $72,778Net Income 2023: -$32,7052023Revenue 2024: $97,976Expenses 2024: $86,790Net Income 2024: $11,1862024

Highlighted filing

2023

Revenue$40,073
Expenses$72,778
Net Income-$32,705
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANKLIN STREET TRUST COMPANYTrustee-$13,474-$13,474
THOMAS A BETTSDirector-$3,500-$3,500
WILLIAM R JOHNSTON JRDirector-$3,500-$3,500
RANDALL R ADAMSDirector-$3,500-$3,500
WILLIAM R JOHNSTON IIIDirector-$3,500-$3,500
Filing and Contact Details

Filer

Filer Name
Mims Charitable Foundation Trust
EIN
56-6207750
Phone
9194892600
Address
1450 RALEIGH ROAD 300, CHAPEL HILL, NC 27517

Signing Officer

Name
Kate Bacon
Title
Trust Officer
Phone
9194892600
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Blackman & Sloop Cpas Pa
Address
1414 RALEIGH ROAD SUITE 300, CHAPEL HILL, NC 27517
Preparer
Elizabeth Mauch
Phone
9199428700
Raw XML Appendix354 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4WILLIAM R JOHNSTON III
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01450 RALEIGH ROAD SUITE 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHAPEL HILL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027517
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FRANKLIN STREET TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum09194892600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt035000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT CHARITABLE PURPOSE OF ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT CHARITABLE PURPOSE OF ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CAROLINA GATEWAY PARTNERSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1VIDANT HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0386 SW MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1690 MEDICAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROCKY MOUNT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GREENVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027804
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127835
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040000
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt055074
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt056447
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01373
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027336
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06876
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt023915
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02843
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01373
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt059597
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027336
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06876
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt023915
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01470
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt055074
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt059597
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt060970
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0100
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0400
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0300
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0782
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0782
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01484
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROBATE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt05
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015
TaxesSchedule/TaxesDetail/Amt0227
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON INVESTMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0227
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATE BACON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09194892600
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MIMS CHARITABLE FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MIMS
ReturnHeader/Filer/EIN0566207750
ReturnHeader/Filer/PhoneNum09194892600
ReturnHeader/Filer/USAddress/AddressLine1Txt01450 RALEIGH ROAD 300
ReturnHeader/Filer/USAddress/CityNm0CHAPEL HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027517
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561304727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLACKMAN & SLOOP CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01414 RALEIGH ROAD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHAPEL HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027517
ReturnHeader/PreparerPersonGrp/PhoneNum09199428700
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH MAUCH
ReturnHeader/ReturnTs02024-05-14T09:42:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BACON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.10$0.09$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.04$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.00$0.11$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.14$0.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.18$0.10$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.04$0.08$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.09$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.04$0.07$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.03$0.11$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.23$0.10$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.18$0.11$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.12$0.09$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.09
2011Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.09
2010Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.07