Civic Intelligence

Maye Morrison Abernethy Testamentary Charitable Trust

990PF • Fiscal year 2024 • EIN 56-6257481

Mar 01, 2023 to Feb 29, 2024 • Filed on Jul 08, 2024

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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

11th percentile

-41%

Higher net margin than 11% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$24,469

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

28th percentile

-2.3%

Faster asset growth than 28% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-62%

Faster revenue growth than 4% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,979,692

Down $47,338 (-2.3%) from 2023

Net Assets

Down

$1,979,692

Down $47,338 (-2.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin11th percentile

Revenue

Down

$115,635

Down $189,931 (-62%) from 2023

Expenses

Up

$162,973

Up $3,451 (+2.2%) from 2023

Net Income

Down

-$47,338

Down $193,382 (-132%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2024

Assets$1,979,692
Liabilities$0
Net Assets$1,979,692
Open 2024 Filing

Operations Trend

Revenue Growth4th 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

2024

Revenue$115,635
Expenses$162,973
Net Income-$47,338
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2023 to Feb 29, 2024
Signed
Jul 8, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$24,469-$24,469
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
2024-07-08
Discuss with paid preparer
Yes

Preparer

Firm
Thompson Whitlock Pllc
Address
801 EAST BLVD STE 100, CHARLOTTE, NC 28203
Preparer
Carter Thompson
Phone
7043351450
Raw XML Appendix244 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/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02651
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02762267
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt042384
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt024469
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-08
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TESTAMENTARY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MAYE
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ReturnHeader/Filer/PhoneNum03365381000
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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/PreparationDt02024-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARTER THOMPSON
ReturnHeader/ReturnTs02024-07-09T07:24:31-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SUTHERLAND
ReturnHeader/TaxPeriodBeginDt02023-03-01
ReturnHeader/TaxPeriodEndDt02024-02-29
ReturnHeader/TaxYr02023

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,979,692
Liabilities
$0
Net assets
$1,979,692
Revenue
$115,635
Expenses
$162,973
Net income
-$47,338
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