Civic Intelligence

Maye Morrison Abernethy Testamentary Charitable Trust

990PF • Fiscal year 2023 • EIN 56-6257481

Mar 01, 2022 to Feb 28, 2023 • Filed on Jul 13, 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

87th percentile

48%

Higher net margin than 87% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$24,426

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

64th percentile

7.8%

Faster asset growth than 64% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

70%

Faster revenue growth than 86% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,027,030

Up $146,044 (+7.8%) from 2022

Net Assets

Up

$2,027,030

Up $146,044 (+7.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin87th percentile

Revenue

Up

$305,566

Up $125,855 (+70%) from 2022

Expenses

Down

$159,522

Down $3,048 (-1.9%) from 2022

Net Income

Up

$146,044

Up $128,903 (+752%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2023

Assets$2,027,030
Liabilities$0
Net Assets$2,027,030
Open 2023 Filing

Operations Trend

Revenue Growth86th 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

2023

Revenue$305,566
Expenses$159,522
Net Income$146,044
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2022 to Feb 28, 2023
Signed
Jul 13, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$24,426-$24,426
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
2023-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Thompson Whitlock Pllc
Address
801 EAST BLVD STE 100, CHARLOTTE, NC 28203
Preparer
Scott a Millikan
Phone
7043351450
Raw XML Appendix228 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/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02027030
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0132871
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0132871
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0136817
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03946
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0118265
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0259211
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02518795
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt041670
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0136817
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02736336
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt024426
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GREENSBORO
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0134885
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TRUST COMPANY OF THE SOUTH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EVERYAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 LEONARD AVENUE
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0130000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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TaxesSchedule/TaxesDetail/Amt03472
TaxesSchedule/TaxesDetail/Amt11624
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TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID ON DIVIDENDS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01624
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUST COMPANY OF THE SOUTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03365381000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-13
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
ReturnHeader/Filer/USAddress/CityNm0GREENSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027408
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270559748
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMPSON WHITLOCK PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 EAST BLVD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028203
ReturnHeader/PreparerPersonGrp/PhoneNum07043351450
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT A MILLIKAN
ReturnHeader/ReturnTs02023-07-17T07:07:40-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MITCHELL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PAUL
ReturnHeader/TaxPeriodBeginDt02022-03-01
ReturnHeader/TaxPeriodEndDt02023-02-28
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,027,030
Liabilities
$0
Net assets
$2,027,030
Revenue
$305,566
Expenses
$159,522
Net income
$146,044
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