Civic Intelligence

Southland Charitable Trust

990PF • Fiscal year 2020 • EIN 56-6268422

Jul 01, 2019 to Jun 30, 2020 • Filed on May 11, 2021

Organization Profile
1800 Chester RoadRaleigh, NC 27608

(919) 971-3662

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

1st percentile

-1085%

Higher net margin than 1% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

57th percentile

$2,969

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 39.2% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

12th percentile

-9.6%

Faster asset growth than 12% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-89%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$772,470

Down $82,118 (-9.6%) from 2019

Net Assets

Down

$772,470

Down $82,118 (-9.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin1st percentile

Revenue

Down

$7,571

Down $61,508 (-89%) from 2019

Expenses

Down

$89,689

Down $72,232 (-45%) from 2019

Net Income

Up

-$82,118

Up $10,724 (+12%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,112,280Liabilities 2011: $02011Assets 2012: $1,057,896Liabilities 2012: $02012Assets 2013: $1,021,444Liabilities 2013: $02013Assets 2014: $998,918Liabilities 2014: $02014Assets 2015: $1,044,044Liabilities 2015: $5,0602015Assets 2016: $992,164Liabilities 2016: $02016Assets 2019: $854,588Liabilities 2019: $0Net Assets 2019: $854,5882019Assets 2020: $772,470Liabilities 2020: $0Net Assets 2020: $772,4702020Assets 2021: $825,402Liabilities 2021: $0Net Assets 2021: $825,4022021Assets 2022: $840,118Liabilities 2022: $0Net Assets 2022: $840,1182022Assets 2023: $840,099Liabilities 2023: $0Net Assets 2023: $840,0992023

Highlighted filing

2020

Assets$772,470
Liabilities$0
Net Assets$772,470
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

$200K$100K$0-$100KRevenue 2011: $105,550Expenses 2011: $35,377Net Income 2011: $70,1732011Revenue 2012: $37,584Expenses 2012: $91,968Net Income 2012: -$54,3842012Revenue 2013: $25,815Expenses 2013: $62,267Net Income 2013: -$36,4522013Revenue 2014: $37,370Expenses 2014: $59,896Net Income 2014: -$22,5262014Revenue 2015: $109,592Expenses 2015: $69,526Net Income 2015: $40,0662015Revenue 2016: $28,619Expenses 2016: $75,439Net Income 2016: -$46,8202016Revenue 2019: $69,079Expenses 2019: $161,921Net Income 2019: -$92,8422019Revenue 2020: $7,571Expenses 2020: $89,689Net Income 2020: -$82,1182020Revenue 2021: $38,668Expenses 2021: $10,736Net Income 2021: $27,9322021Revenue 2022: $44,940Expenses 2022: $30,224Net Income 2022: $14,7162022Revenue 2023: $28,137Expenses 2023: $28,156Net Income 2023: -$192023

Highlighted filing

2020

Revenue$7,571
Expenses$89,689
Net Income-$82,118
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 11, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLARK SMITHTrustee-$2,969-$2,969
Filing and Contact Details

Filer

Filer Name
Southland Charitable Trust
EIN
56-6268422
Phone
9199713662
Address
1800 CHESTER ROAD, RALEIGH, NC 27608

Signing Officer

Name
Clark Smith
Title
Trustee
Phone
9199713662
Signed
2021-05-11

Preparer

Firm
Maddison & Caison Llp
Address
1111 OBERLIN RD, RALEIGH, NC 27605-1136
Preparer
William M Messenger
Phone
9198215482
Raw XML Appendix278 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/PersonNm0CLARK SMITH
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt074355
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt034455
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034455
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt091050
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017018
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0150318
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt042250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt091050
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt076705
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt042250
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0150318
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0108068
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05484
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1LEGAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05484
TaxesSchedule/TaxesDetail/Amt02080
TaxesSchedule/TaxesDetail/Amt12301
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02080
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CLARK SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09199713662
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHLAND CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0566268422
ReturnHeader/Filer/PhoneNum09199713662
ReturnHeader/Filer/USAddress/AddressLine1Txt01800 CHESTER ROAD
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027608
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561053187
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MADDISON & CAISON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01111 OBERLIN RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0276051136
ReturnHeader/PreparerPersonGrp/PhoneNum09198215482
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM M MESSENGER
ReturnHeader/ReturnTs02021-05-17T11:25:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$772,470
Liabilities
$0
Net assets
$772,470
Revenue
$7,571
Expenses
$89,689
Net income
-$82,118
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.03$0.03$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.04$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.04$0.01$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.01$0.09$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.07$0.16$0.09
2016Summary only. Only limited summary data is available for this year.$0.99$0.00$0.03$0.08$0.05
2015Summary only. Only limited summary data is available for this year.$1.04$0.01$0.11$0.07$0.04
2014Summary only. Only limited summary data is available for this year.$1.00$0.00$0.04$0.06$0.02
2013Summary only. Only limited summary data is available for this year.$1.02$0.00$0.03$0.06$0.04
2012Summary only. Only limited summary data is available for this year.$1.06$0.00$0.04$0.09$0.05
2011Summary only. Only limited summary data is available for this year.$1.11$0.00$0.11$0.04$0.07
Peer Organizations

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