Civic Intelligence

Kathrine R Everett Charitable James Mcgregor Everett Trustee

990 • Fiscal year 2014 • EIN 56-6473809

Dec 01, 2013 to Nov 30, 2014 • Filed on Jul 01, 2015

Organization Profile
2812 Erwin Road Ste 20527705

(919) 382-2800

Siviq Scores

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

Liabilities / Assets

78th percentile

0.00x

Higher debt load relative to assets than 78% of similar nonprofits.

2014 filings • NTEE T • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

80th percentile

0.04x

Higher debt load relative to revenue than 80% of similar nonprofits.

2014 filings • NTEE T • $10M-$25M nonprofits • Source year 2014

Net Margin

94th percentile

96%

Higher net margin than 94% of similar nonprofits.

2014 filings • NTEE T • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

60th percentile

$0

Higher top officer pay than 60% of similar nonprofits.

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

2014 filings • NTEE T • $10M-$25M nonprofits • Source year 2014

Asset Growth

66th percentile

7.1%

Faster asset growth than 66% of similar nonprofits.

2014 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-54%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$16,231,865

Up $1,080,456 (+7.1%) from 2013

Net Assets

Up

$16,189,865

Up $1,080,456 (+7.2%) from 2013

Liabilities

Flat

$42,000

Flat from 2013

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin94th percentile

Revenue

Down

$1,148,632

Down $1,346,641 (-54%) from 2013

Expenses

Down

$46,765

Down $1,441 (-3.0%) from 2013

Net Income

Down

$1,101,867

Down $1,345,200 (-55%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$20M$15M$10M$5.0M$0Assets 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

2014

Assets$16,231,865
Liabilities$42,000
Net Assets$16,189,865
Open 2014 Filing

Operations Trend

Revenue Growth10th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 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

2014

Revenue$1,148,632
Expenses$46,765
Net Income$1,101,867
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2013 to Nov 30, 2014
Signed
Jul 1, 2015
Return Version
2013v4.0
Gross Receipts
$1,148,632
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$12,627,895$13,314,532▲ $686,637
Land, Buildings, and Equipment, Net$1,024,273$1,013,946▼ $10,327
Investments Other Securities$971,846$912,238▼ $59,608
Savings and Temporary Cash Investments$422,288$504,777▲ $82,489
Investments in Publicly Traded Securities$92,872$475,311▲ $382,439
Intangible Assets$12,235$11,061▼ $1,174
Total Assets$15,151,409$16,231,865▲ $1,080,456
Liabilities
Other Liabilities$42,000$42,000→ $0
Total Liabilities$42,000$42,000→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$15,109,409$16,189,865▲ $1,080,456
Total Net Assets Fund Balance$15,109,409$16,189,865▲ $1,080,456
Total Liabilities and Net Assets / Fund Balance$15,151,409$16,231,865▲ $1,080,456

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$130,523$910,265$1,040,788
Land$883,423-$883,423
Closely Held Equity Interests$912,238--
Compensation and Service Providers
Top Officer Pay60th percentile

Board Members and Trustees

NameTitle
James Mcgregor EverettTrustee
Judith W Wegnerjd Unc Sch of LawTrustee
Rich L Schmalbeckjd Duke Law SchTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$450,000
Program Service Revenue
$88,816
Investment Income
$681,921
Other Revenue
$-72,105
All Other Contributions
$450,000
Change in Net Assets
$1,101,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,765
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$11,501--$11,501
Fees for Services Accounting$788$6,900-$7,688
Occupancy$4,884--$4,884
Fees for Services Legal-$3,328-$3,328
Other Expenses$767$10,973-$767
All Other Expenses-$561-$561
Total Functional Expenses$25,003$21,762$0$46,765
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loan Payable - Est of Roe$42,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Trustees review form 990 before it is filed.”

Form 990, Page 6, Part VI, Line 19

“Made available upon request.”

Filing and Contact Details

Filer

EIN
56-6473809

Signing Officer

Name
James Mcgregor Everett
Title
Co-trustee
Signed
2015-07-01
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
Nc
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Preparer
Roy L Avent
Phone
9198484100
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“The gift to the university of north carolina at chapel hill law school provides additional funding for the law library enabling unc law graduates to better serve the general public.”

Form 990, Part XI, Line 9

“Correction of promissory note principal 0 increase in market value of mutual funds 0 partner loans transferred to capital -21,411 partner contribution to partnership 0 decrease in market value of real estate 0 decrease in market value of closely investments 0”

Raw XML Appendix318 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO FINANCIALLY SUPPORT THE LAW SCHOOLS OF BOTH UNC - CHAPEL HILL AND DUKE UNIVERSITY.
IRS990/AllOtherContributionsAmt0450000
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0561
IRS990/AllOtherExpensesGrp/TotalAmt0561
IRS990/BooksInCareOfDetail/PersonNm0LEWIS M EVERETT
IRS990/BooksInCareOfDetail/PhoneNum09193822800
IRS990/BooksInCareOfDetail/USAddress/AddressLine102812 ERWIN ROAD SUITE 205
IRS990/BooksInCareOfDetail/USAddress/City0DURHAM
IRS990/BooksInCareOfDetail/USAddress/State0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCode027705
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0450000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0681921
IRS990/CYOtherExpensesAmt046765
IRS990/CYOtherRevenueAmt0-72105
IRS990/CYProgramServiceRevenueAmt088816
IRS990/CYRevenuesLessExpensesAmt01101867
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt046765
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01148632
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt011501
IRS990/DepreciationDepletionGrp/TotalAmt011501
IRS990/Desc0THE GIFT TO THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL LAW SCHOOL PROVIDES ADDITIONAL FUNDING FOR THE LAW LIBRARY ENABLING UNC LAW GRADUATES TO BETTER SERVE THE GENERAL PUBLIC.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06900
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0788
IRS990/FeesForServicesAccountingGrp/TotalAmt07688
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03328
IRS990/FeesForServicesLegalGrp/TotalAmt03328
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES MCGREGOR EVERETT
IRS990/Form990PartVIISectionAGrp/PersonNm1JUDITH W WEGNERJD UNC SCH OF LAW
IRS990/Form990PartVIISectionAGrp/PersonNm2RICH L SCHMALBECKJD DUKE LAW SCH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01148632
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/IntangibleAssetsGrp/BOYAmt012235
IRS990/IntangibleAssetsGrp/EOYAmt011061
IRS990/InvestmentIncomeGrp/ExclusionAmt0370096
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0256671
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0681921
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt055154
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0971846
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0912238
IRS990/InvestmentsPubTradedSecGrp/BOYAmt092872
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0475311
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0910265
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01024273
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01013946
IRS990/LandBldgEquipCostOrOtherBssAmt01924211
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO FINANCIALLY SUPPORT THE LAW SCHOOLS OF BOTH UNC - CHAPEL HILL AND DUKE UNIVERSITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt015109409
IRS990/NetAssetsOrFundBalancesEOYAmt016189865
IRS990/NetUnrelatedBusTxblIncmAmt0-16951
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt04884
IRS990/OccupancyGrp/TotalAmt04884
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-21411
IRS990/OtherExpensesGrp/Desc0PROPERTY TAXES
IRS990/OtherExpensesGrp/Desc1SUBCONTRACT FEES
IRS990/OtherExpensesGrp/Desc2REPAIRS
IRS990/OtherExpensesGrp/Desc3SUBCONTRACT FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010973
IRS990/OtherExpensesGrp/ProgramServicesAmt05233
IRS990/OtherExpensesGrp/ProgramServicesAmt11830
IRS990/OtherExpensesGrp/ProgramServicesAmt2767
IRS990/OtherExpensesGrp/TotalAmt010973
IRS990/OtherExpensesGrp/TotalAmt15233
IRS990/OtherExpensesGrp/TotalAmt21830
IRS990/OtherExpensesGrp/TotalAmt3767
IRS990/OtherLiabilitiesGrp/BOYAmt042000
IRS990/OtherLiabilitiesGrp/EOYAmt042000
IRS990/OtherRevenueMiscGrp/BusinessCd0531390
IRS990/OtherRevenueMiscGrp/BusinessCd1531390
IRS990/OtherRevenueMiscGrp/BusinessCd2531110
IRS990/OtherRevenueMiscGrp/Desc0INV OF TRIANGLE 56-1165195
IRS990/OtherRevenueMiscGrp/Desc1EVERETT PROP LP 56-1739119
IRS990/OtherRevenueMiscGrp/Desc2BRITTANY PLACE 56-1423509
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-199
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-3440
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2-68466
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0-199
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt1-3440
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt2-68466
IRS990/OtherRevenueTotalAmt0-72105
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt012627895
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt013314532
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TV TOWER - LUMBER BRIDGE
IRS990/ProgramServiceRevenueGrp/Desc1TOWER - MORRISVILLE
IRS990/ProgramServiceRevenueGrp/Desc2BUILDING - LUMBER BRIDGE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt054591
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt126225
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt054591
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt126225
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28000
IRS990/ProgSrvcAccomActy2Grp/Desc0THE GIFT TO THE DUKE UNIVERSITY LAW SCHOOL PROVIDES ADDITIONAL FUNDING FOR THE LAW LIBRARY ENABLING UNC LAW GRADUATES TO BETTER SERVE THE GENERAL PUBLIC.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE GIFT TO THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL LAW SCHOOL PROVIDES ADDITIONAL FUNDING FOR THE LAW LIBRARY ENABLING UNC LAW GRADUATES TO BETTER SERVE THE GENERAL PUBLIC.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt025003
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01935199
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0467750
IRS990/PYOtherExpensesAmt048206
IRS990/PYOtherRevenueAmt07340
IRS990/PYProgramServiceRevenueAmt084984
IRS990/PYRevenuesLessExpensesAmt02447067
IRS990/PYTotalExpensesAmt048206
IRS990/PYTotalRevenueAmt02495273
IRS990/ReconcilationRevenueExpnssAmt01101867
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0422288
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0504777
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0566001393
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1560532129
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc12
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11DUKE UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine20CHAPEL HILL NC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine21DURHAM NC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd1true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt0912238
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0F
IRS990ScheduleD/LandGrp/BookValueAmt0883423
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0883423
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0130523
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0910265
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01040788
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt042000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LOAN PAYABLE - EST OF ROE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01013946
IRS990ScheduleD/TotalBookValueSecuritiesAmt0912238
IRS990ScheduleD/TotalLiabilityAmt042000
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GIFT TO THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL LAW SCHOOL PROVIDES ADDITIONAL FUNDING FOR THE LAW LIBRARY ENABLING UNC LAW GRADUATES TO BETTER SERVE THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES REVIEW FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CORRECTION OF PROMISSORY NOTE PRINCIPAL 0 INCREASE IN MARKET VALUE OF MUTUAL FUNDS 0 PARTNER LOANS TRANSFERRED TO CAPITAL -21,411 PARTNER CONTRIBUTION TO PARTNERSHIP 0 DECREASE IN MARKET VALUE OF REAL ESTATE 0 DECREASE IN MARKET VALUE OF CLOSELY INVESTMENTS 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt015151409
IRS990/TotalAssetsEOYAmt016231865
IRS990/TotalAssetsGrp/BOYAmt015151409
IRS990/TotalAssetsGrp/EOYAmt016231865
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0450000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021762
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt025003
IRS990/TotalFunctionalExpensesGrp/TotalAmt046765
IRS990/TotalGrossUBIAmt0-16951
IRS990/TotalLiabilitiesBOYAmt042000
IRS990/TotalLiabilitiesEOYAmt042000
IRS990/TotalLiabilitiesGrp/BOYAmt042000
IRS990/TotalLiabilitiesGrp/EOYAmt042000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt015109409
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt016189865
IRS990/TotalOtherProgSrvcExpenseAmt025003
IRS990/TotalProgramServiceExpensesAmt025003
IRS990/TotalProgramServiceRevenueAmt088816
IRS990/TotalRevenueGrp/ExclusionAmt0370096
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0345487
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01148632
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-16951
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt015151409
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt016231865
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt015109409
IRS990/UnrestrictedNetAssetsGrp/EOYAmt016189865
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES MCGREGOR EVERETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-01
ReturnHeader/Filer/BusinessName/BusinessNameLine10KATHRINE R EVERETT CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine20JAMES MCGREGOR EVERETT TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0566473809
ReturnHeader/Filer/USAddress/AddressLine102812 ERWIN ROAD STE 205
ReturnHeader/Filer/USAddress/City0DURHAM
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027705
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562119415
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HOLLINGSWORTH AVENT AVERRE & PURVIS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10300 W MILLBROOK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0276094382
ReturnHeader/PreparerPersonGrp/PhoneNum09198484100
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROY L AVENT
ReturnHeader/ReturnTs02015-08-10T16:53:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-12-01
ReturnHeader/TaxPeriodEndDt02014-11-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,231,865
Liabilities
$42,000
Net assets
$16,189,865
Revenue
$1,148,632
Expenses
$46,765
Net income
$1,101,867
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $10M-$25M nonprofits