Civic Intelligence

Maye Morrison Abernethy Testamentary Charitable Trust

990PF • Fiscal year 2022 • EIN 56-6257481

Mar 01, 2021 to Feb 28, 2022 • Filed on Jun 27, 2022

Organization Profile
800 Green Valley Road Suite 304Greensboro, NC 27408

(336) 538-1000

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

56th percentile

9.5%

Higher net margin than 56% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

55th percentile

$27,154

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 15.1% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

54th percentile

0.9%

Faster asset growth than 54% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

81st percentile

46%

Faster revenue growth than 81% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,880,986

Up $17,141 (+0.9%) from 2021

Net Assets

Up

$1,880,986

Up $17,141 (+0.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin56th percentile

Revenue

Up

$179,711

Up $56,675 (+46%) from 2021

Expenses

Up

$162,570

Up $5,839 (+3.7%) from 2021

Net Income

Up

$17,141

Up $50,836 (+151%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,072,520Liabilities 2012: $02012Assets 2013: $2,134,050Liabilities 2013: $02013Assets 2014: $2,057,236Liabilities 2014: $02014Assets 2015: $1,997,010Liabilities 2015: $02015Assets 2016: $1,979,810Liabilities 2016: $02016Assets 2019: $1,891,203Liabilities 2019: $0Net Assets 2019: $1,891,2032019Assets 2020: $1,897,540Liabilities 2020: $0Net Assets 2020: $1,897,5402020Assets 2021: $1,863,845Liabilities 2021: $0Net Assets 2021: $1,863,8452021Assets 2022: $1,880,986Liabilities 2022: $0Net Assets 2022: $1,880,9862022Assets 2023: $2,027,030Liabilities 2023: $0Net Assets 2023: $2,027,0302023Assets 2024: $1,979,692Liabilities 2024: $0Net Assets 2024: $1,979,6922024Assets 2025: $1,960,875Liabilities 2025: $0Net Assets 2025: $1,960,8752025

Highlighted filing

2022

Assets$1,880,986
Liabilities$0
Net Assets$1,880,986
Open 2022 Filing

Operations Trend

Revenue Growth81st percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $161,239Expenses 2012: $226,202Net Income 2012: -$64,9632012Revenue 2013: $208,154Expenses 2013: $146,614Net Income 2013: $61,5402013Revenue 2014: $78,434Expenses 2014: $155,027Net Income 2014: -$76,5932014Revenue 2015: $89,114Expenses 2015: $148,061Net Income 2015: -$58,9472015Revenue 2016: $131,136Expenses 2016: $147,398Net Income 2016: -$16,2622016Revenue 2019: $98,111Expenses 2019: $163,515Net Income 2019: -$65,4042019Revenue 2020: $75,685Expenses 2020: $69,348Net Income 2020: $6,3372020Revenue 2021: $123,036Expenses 2021: $156,731Net Income 2021: -$33,6952021Revenue 2022: $179,711Expenses 2022: $162,570Net Income 2022: $17,1412022Revenue 2023: $305,566Expenses 2023: $159,522Net Income 2023: $146,0442023Revenue 2024: $115,635Expenses 2024: $162,973Net Income 2024: -$47,3382024Revenue 2025: $157,488Expenses 2025: $176,305Net Income 2025: -$18,8172025

Highlighted filing

2022

Revenue$179,711
Expenses$162,570
Net Income$17,141
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2021 to Feb 28, 2022
Signed
Jun 27, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$27,154-$27,154
Filing and Contact Details

Filer

Filer Name
Maye Morrison Abernathy
EIN
56-6257481
Phone
3365381000
Address
800 GREEN VALLEY ROAD SUITE 304, GREENSBORO, NC 27408

Signing Officer

Name
Trust Company of the South
Title
Trustee
Phone
3365381000
Signed
2022-06-27
Discuss with paid preparer
Yes

Preparer

Firm
Thompson Whitlock Pllc
Address
831 E MOREHEAD ST STE 640, CHARLOTTE, NC 28202-2777
Preparer
Scott a Millikan
Phone
7043351450
Raw XML Appendix231 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/DistributableAmountGrp/DistributableAsAdjustedAmt0155168
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02170
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt047920
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0157338
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt027154
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNITED CHURCH HOMES & SERVICES FDN
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TaxesSchedule/TaxesDetail/Amt03243
TaxesSchedule/TaxesDetail/Amt11573
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TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID ON DIVIDENDS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01573
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PhoneNum03365381000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAYE MORRISON ABERNATHY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TESTAMENTARY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MAYE
ReturnHeader/Filer/EIN0566257481
ReturnHeader/Filer/PhoneNum03365381000
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 GREEN VALLEY ROAD SUITE 304
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027408
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270559748
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMPSON WHITLOCK PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0831 E MOREHEAD ST STE 640
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282022777
ReturnHeader/PreparerPersonGrp/PhoneNum07043351450
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT A MILLIKAN
ReturnHeader/ReturnTs02022-06-28T08:45:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MITCHELL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PAUL
ReturnHeader/TaxPeriodBeginDt02021-03-01
ReturnHeader/TaxPeriodEndDt02022-02-28
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,880,986
Liabilities
$0
Net assets
$1,880,986
Revenue
$179,711
Expenses
$162,570
Net income
$17,141
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.16$0.18$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.12$0.16$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.31$0.16$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.18$0.16$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.12$0.16$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.08$0.07$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.10$0.16$0.07
2016Summary only. Only limited summary data is available for this year.$1.98$0.00$0.13$0.15$0.02
2015Summary only. Only limited summary data is available for this year.$2.00$0.00$0.09$0.15$0.06
2014Summary only. Only limited summary data is available for this year.$2.06$0.00$0.08$0.16$0.08
2013Summary only. Only limited summary data is available for this year.$2.13$0.00$0.21$0.15$0.06
2012Summary only. Only limited summary data is available for this year.$2.07$0.00$0.16$0.23$0.06