Civic Intelligence

Jule C Modlin Scholarship Fund

990PF • Fiscal year 2023 • EIN 56-6312873

Feb 01, 2022 to Jan 31, 2023 • Filed on May 23, 2023

PO Box 2327Elizabeth City, NC 27906

(252) 335-0821

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

8th percentile

-116%

Higher net margin than 8% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

29th percentile

-11%

Faster asset growth than 29% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

27%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$112,383

Down $13,973 (-11%) from 2022

Net Assets

Down

$112,383

Down $5,716 (-4.8%) from 2022

Liabilities

Down

$0

Down $8,257 (-100%) from 2022

Revenue

Up

$4,907

Up $1,045 (+27%) from 2022

Expenses

Up

$10,623

Up $299 (+2.9%) from 2022

Net Income

Up

-$5,716

Up $746 (+12%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $144,798Liabilities 2012: $02012Assets 2013: $140,605Liabilities 2013: $02013Assets 2014: $142,658Liabilities 2014: $02014Assets 2015: $138,325Liabilities 2015: $02015Assets 2016: $137,341Liabilities 2016: $1,2072016Assets 2020: $134,670Liabilities 2020: $6,8362020Assets 2021: $124,675Liabilities 2021: $114Net Assets 2021: $124,5612021Assets 2022: $126,356Liabilities 2022: $8,257Net Assets 2022: $118,0992022Assets 2023: $112,383Liabilities 2023: $0Net Assets 2023: $112,3832023Assets 2024: $120,157Liabilities 2024: $8,0272024Assets 2025: $127,118Liabilities 2025: $14,385Net Assets 2025: $112,7332025

Highlighted filing

2023

Assets$112,383
Liabilities$0
Net Assets$112,383

Operations Trend

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

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2012: $4,646Expenses 2012: $9,768Net Income 2012: -$5,1222012Revenue 2013: $5,161Expenses 2013: $9,354Net Income 2013: -$4,1932013Revenue 2014: $11,378Expenses 2014: $9,325Net Income 2014: $2,0532014Revenue 2015: $5,347Expenses 2015: $9,680Net Income 2015: -$4,3332015Revenue 2016: $6,685Expenses 2016: $8,876Net Income 2016: -$2,1912016Revenue 2020: $3,902Expenses 2020: $9,816Net Income 2020: -$5,9142020Revenue 2021: $6,602Expenses 2021: $9,875Net Income 2021: -$3,2732021Revenue 2022: $3,862Expenses 2022: $10,324Net Income 2022: -$6,4622022Revenue 2023: $4,907Expenses 2023: $10,623Net Income 2023: -$5,7162023Revenue 2024: $8,852Expenses 2024: $9,105Net Income 2024: -$2532024Revenue 2025: $11,255Expenses 2025: $10,652Net Income 2025: $6032025

Highlighted filing

2023

Revenue$4,907
Expenses$10,623
Net Income-$5,716
Jump To
Filing Snapshot
Filing Period
Feb 1, 2022 to Jan 31, 2023
Signed
May 23, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Jule C Modlin Scholarship Fund
EIN
56-6312873
Phone
2523350821
Address
PO BOX 2327, ELIZABETH CITY, NC 27906

Signing Officer

Name
College of the Albemarle Found Inc
Title
Trustee
Phone
2523350821
Signed
2023-05-23
Discuss with paid preparer
Yes

Preparer

Firm
Donna H Winborne CPA Pc
Address
PO BOX 567, EDENTON, NC 27932
Preparer
Donna H Winborne
Phone
2524828461
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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/TaxBasedOnInvestmentIncomeAmt050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt050
IRS990PF/FMVAssetsEOYAmt0154443
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0118099
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0112383
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt020785
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt020785
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt019642
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt089207
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt080834
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0124292
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0257
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt08000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0255
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0255
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01307
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010509
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010509
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0126356
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0112383
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0154443
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt08257
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0126356
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0112383
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0118099
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0112383
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt015057
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0168162
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05908
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0162254
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02522
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08282
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0165640
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0168162
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0COLLEGE OF THE ALBEMARLE FOUND INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 2327
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ELIZABETH CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027906
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt08503
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt08503
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
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SUSAN GENTRY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 2327
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ELIZABETH CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027906
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02523350821
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN REQUEST TO THE FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0COLLEGE OF THE ALBEMARLE FOUND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02523350821
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2327
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ELIZABETH CITY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd027906
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0WORTHY STUDENTS WHO ARE GRADUATES FROM PASQUOTANK COUNTY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08503
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0COLLEGE OF THE ALBEMARLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ELIZABETH CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027906
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08503
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/AppliedToYear1Amt08503
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08232
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08503
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08232
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08503
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt08000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO TRUSTEE
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt0255
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0DUE FROM TRUSTEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0827
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
TaxesSchedule/TaxesDetail/Amt048
TaxesSchedule/TaxesDetail/Amt145
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0COLLEGE OF THE ALBEMARLE FOUND INC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02523350821
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JULE C MODLIN SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0JULE
ReturnHeader/Filer/EIN0566312873
ReturnHeader/Filer/PhoneNum02523350821
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2327
ReturnHeader/Filer/USAddress/CityNm0ELIZABETH CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027906
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541430243
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DONNA H WINBORNE CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 567
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDENTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027932
ReturnHeader/PreparerPersonGrp/PhoneNum02524828461
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA H WINBORNE
ReturnHeader/ReturnTs02023-06-08T11:53:30-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JACK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAGWELL
ReturnHeader/TaxPeriodBeginDt02022-02-01
ReturnHeader/TaxPeriodEndDt02023-01-31
ReturnHeader/TaxYr02022

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