Civic Intelligence

Kathrine R Everett Charitable James Mcgregor Everett Trustee

990 • Fiscal year 2010 • EIN 56-6473809

Dec 01, 2009 to Nov 30, 2010 • Filed on Aug 31, 2011

Organization Profile
P O Box 300127715
Siviq Scores

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

Liabilities / Assets

69th percentile

0.00x

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

2010 filings • NTEE T • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets69th percentile

Assets

$4,672,410

No earlier filing loaded for comparison.

Net Assets

$4,672,410

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$658,983

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Assets 2010: $4,672,410Liabilities 2010: $0Net Assets 2010: $4,672,4102010Assets 2011: $16,309,737Liabilities 2011: $0Net Assets 2011: $16,309,7372011Assets 2012: $12,662,342Liabilities 2012: $0Net Assets 2012: $12,662,3422012Assets 2013: $15,151,409Liabilities 2013: $42,000Net Assets 2013: $15,109,4092013Assets 2014: $16,231,865Liabilities 2014: $42,000Net Assets 2014: $16,189,8652014Assets 2015: $14,690,655Liabilities 2015: $0Net Assets 2015: $14,690,6552015Assets 2016: $15,254,433Liabilities 2016: $0Net Assets 2016: $15,254,4332016Assets 2017: $15,722,408Liabilities 2017: $0Net Assets 2017: $15,722,4082017Assets 2018: $15,452,350Liabilities 2018: $0Net Assets 2018: $15,452,3502018Assets 2019: $15,610,878Liabilities 2019: $0Net Assets 2019: $15,610,8782019Assets 2020: $15,214,743Liabilities 2020: $0Net Assets 2020: $15,214,7432020Assets 2021: $15,438,673Liabilities 2021: $0Net Assets 2021: $15,438,6732021Assets 2022: $13,890,277Liabilities 2022: $0Net Assets 2022: $13,890,2772022Assets 2023: $14,860,694Liabilities 2023: $0Net Assets 2023: $14,860,6942023Assets 2024: $14,409,438Liabilities 2024: $0Net Assets 2024: $14,409,4382024

Highlighted filing

2010

Assets$4,672,410
Liabilities$0
Net Assets$4,672,410
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $658,9832010Expenses 2011: $7,9512011Expenses 2012: $5,109,3002012Revenue 2013: $2,495,273Expenses 2013: $48,206Net Income 2013: $2,447,0672013Revenue 2014: $1,148,632Expenses 2014: $46,765Net Income 2014: $1,101,8672014Revenue 2015: $537,846Expenses 2015: $2,037,056Net Income 2015: -$1,499,2102015Revenue 2016: $252,454Expenses 2016: $58,692Net Income 2016: $193,7622016Revenue 2017: $500,002Expenses 2017: $41,858Net Income 2017: $458,1442017Revenue 2018: $745,413Expenses 2018: $1,063,924Net Income 2018: -$318,5112018Revenue 2019: $642,607Expenses 2019: $49,532Net Income 2019: $593,0752019Revenue 2020: $718,584Expenses 2020: $859,055Net Income 2020: -$140,4712020Revenue 2021: $530,703Expenses 2021: $306,830Net Income 2021: $223,8732021Revenue 2022: $457,128Expenses 2022: $2,005,524Net Income 2022: -$1,548,3962022Revenue 2023: $972,313Expenses 2023: $1,896Net Income 2023: $970,4172023Revenue 2024: $1,203,143Expenses 2024: $1,654,399Net Income 2024: -$451,2562024

Highlighted filing

2010

Revenue-
Expenses$658,983
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2009 to Nov 30, 2010
Signed
Aug 31, 2011
Return Version
2009v1.7
Gross Receipts
$1,377,491
Mission and Program Overview

Mission

To financially support the law schools of both unc - chapel hill and duke university.

Filing and Contact Details

Filer

EIN
56-6473809
Raw XML Appendix268 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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IRS990/AllOtherContributions01391042
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IRS990/BenefitsPaidToMembersCY00
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IRS990/Grants0600000
IRS990/GrantsAndSimilarAmntsCY0600000
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IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0true
IRS990/GrantToRelatedPerson0false
IRS990/GrossReceipts01377491
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IRS990/Hospital0false
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IRS990/InvestmentIncome/ExclusionAmount0402
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IRS990/InvestmentIncome/TotalRevenueColumn0402
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsOtherSecurities/BOY01499215
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IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0TO FINANCIALLY SUPPORT THE LAW SCHOOLS OF BOTH UNC - CHAPEL HILL AND DUKE UNIVERSITY.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NbrIndependentVotingMembers02
IRS990/NbrVotingGoverningBodyMembers03
IRS990/NbrVotingMembersGoverningBody03
IRS990/NetAssetsOrFundBalancesBOY02628208
IRS990/NetAssetsOrFundBalancesEOY04672410
IRS990/NetUnrelatedBusinessTxblIncome0-13953
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers02
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear015395
IRS990/OtherExpensesCurrentYear058983
IRS990/OtherExpenses/Description0CLERK OF COURT FEE
IRS990/OtherExpenses/Description1MEETINGS
IRS990/OtherExpenses/ManagementAndGeneral0334
IRS990/OtherExpenses/ManagementAndGeneral1200
IRS990/OtherExpenses/Total0334
IRS990/OtherExpenses/Total1200
IRS990/OtherRevenueCurrentYear0-13953
IRS990/OtherRevenueMisc/BusinessCode0531390
IRS990/OtherRevenueMisc/Description0EVERETT PROP LP 56-1739119
IRS990/OtherRevenueMisc/TotalRevenueColumn0-13953
IRS990/OtherRevenueMisc/UnrelatedBusinessRevenue0-13953
IRS990/OtherRevenuePriorYear0-22811
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/RevenuesLessExpensesCY0718508
IRS990/RevenuesLessExpensesPriorYear0-37588
IRS990/SalariesEtcCurrentYear00
IRS990/SavingsAndTempCashInvestments/BOY01128993
IRS990/SavingsAndTempCashInvestments/EOY01784535
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/SumOfAmounts0600000
IRS990ScheduleA/SupportedOrgInformation/Amount00
IRS990ScheduleA/SupportedOrgInformation/EIN0566001393
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine20CHAPEL HILL NC
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization02
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs02
IRS990ScheduleA/WrittenIRSDetermination0X
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired0true
IRS990ScheduleD/AgentTrusteeEtc0false
IRS990ScheduleD/AreRelatedOrgsListedScheduleR0false
IRS990ScheduleD/DisclosedForCharitablePurposes0false
IRS990ScheduleD/DisclosedOrgsLegalControl0false
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs0false
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs0false
IRS990ScheduleD/IncludedOnFS0false
IRS990ScheduleD/OtherSecurities/BookValue02887875
IRS990ScheduleD/OtherSecurities/Description0EVERETT PROPERTIES LIMITED PTSP
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/Sect170hRequirementsSatisfied0false
IRS990ScheduleD/SolicitedAssetsForSale0false
IRS990ScheduleD/TotalOfBookValueSecurities02887875
IRS990ScheduleD/WrittenPolicyMonitoring0false
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10614 WEST MAIN ST
IRS990ScheduleI/RecipientTable/AddressUS/City0DURHAM
IRS990ScheduleI/RecipientTable/AddressUS/State0NC
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode027708
IRS990ScheduleI/RecipientTable/AmountOfCashGrant0600000
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10DUKE UNIVERSITY
IRS990ScheduleI/RecordsMaintained0false
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0TRUSTEES REVIEW FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/GeneralExplanation/Explanation1MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Identifier0ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier1GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PAGE 6, PART VI, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/ScheduleORequired0true
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IRS990/SignificantChange0false
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IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
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IRS990/TheBooksAreInCareOf/AddressUS/AddressLine20SUITE 305
IRS990/TheBooksAreInCareOf/AddressUS/City0DURHAM
IRS990/TheBooksAreInCareOf/AddressUS/State0NC
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IRS990/TransfersToExemptNonChrtblOrg0false
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IRS990/UnrestrictedNetAssets/BOY02628208
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IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01992
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0566473809
ReturnHeader/Filer/Name/BusinessNameLine10KATHRINE R EVERETT CHARITABLE
ReturnHeader/Filer/Name/BusinessNameLine20JAMES MCGREGOR EVERETT TRUSTEE
ReturnHeader/Filer/NameControl0KATH
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 3001
ReturnHeader/Filer/USAddress/City0DURHAM
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027715
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02011-08-31
ReturnHeader/Officer/Name0JAMES MCGREGOR EVERETT
ReturnHeader/Officer/Title0CO-TRUSTEE
ReturnHeader/Preparer/DatePrepared02011-08-31
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HOLLINGSWORTH AVENT AVERRE & PURVIS PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10200 W MILLBROOK ROAD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0RALEIGH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode027609
ReturnHeader/Preparer/Name0ROY L AVENT
ReturnHeader/Preparer/Phone09198484100
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02009-12-01
ReturnHeader/TaxPeriodEndDate02010-11-30
ReturnHeader/TaxYear02009
ReturnHeader/Timestamp02011-09-15T12:15:03-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,672,410
Liabilities
$0
Net assets
$4,672,410
Revenue
-
Expenses
$658,983
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$0.00$14.4$1.20$1.65$0.45
2023Summary only. Only limited summary data is available for this year.$14.9$0.00$14.9$0.97$0.00$0.97
2022Summary only. Only limited summary data is available for this year.$13.9$0.00$13.9$0.46$2.01$1.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.00$15.4$0.53$0.31$0.22
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$0.00$15.2$0.72$0.86$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$0.00$15.6$0.64$0.05$0.59
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$0.00$15.5$0.75$1.06$0.32
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$0.00$15.7$0.50$0.04$0.46
2016Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$0.25$0.06$0.19
2015Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$0.54$2.04$1.50
2014Detailed filing. Detailed filing data is available for this year.$16.2$0.04$16.2$1.15$0.05$1.10
2013Summary only. Only limited summary data is available for this year.$15.2$0.04$15.1$2.50$0.05$2.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$0.00$12.7$5.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$0.00$16.3$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.67$0.00$4.67$0.66