Civic Intelligence

Kathrine R Everett Charitable James Mcgregor Everett Trustee

990 • Fiscal year 2016 • EIN 56-6473809

Dec 01, 2015 to Nov 30, 2016 • Filed on Sep 07, 2016

Organization Profile
2812 Erwin Road Ste 205Durham, NC 27705

(919) 382-2800

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

4th percentile

0.00x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

58th percentile

3.8%

Faster asset growth than 58% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-53%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$15,254,433

Up $563,778 (+3.8%) from 2015

Net Assets

Up

$15,254,433

Up $563,778 (+3.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin96th percentile

Revenue

Down

$252,454

Down $285,392 (-53%) from 2015

Expenses

Down

$58,692

Down $1,978,364 (-97%) from 2015

Net Income

Up

$193,762

Up $1,692,972 (+113%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2016

Assets$15,254,433
Liabilities$0
Net Assets$15,254,433
Open 2016 Filing

Operations Trend

Revenue Growth5th 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

2016

Revenue$252,454
Expenses$58,692
Net Income$193,762
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Sep 7, 2016
Return Version
2015v3.0
Gross Receipts
$252,454
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$11,815,942$12,228,942▲ $413,000
Investments Other Securities$951,112$1,082,143▲ $131,031
Land, Buildings, and Equipment, Net$1,007,572$1,033,538▲ $25,966
Investments in Publicly Traded Securities$457,254$485,262▲ $28,008
Savings and Temporary Cash Investments$448,889$415,836▼ $33,053
Intangible Assets$9,886$8,712▼ $1,174
Total Assets$14,690,655$15,254,433▲ $563,778
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$14,690,655$15,254,433▲ $563,778
Total Net Assets Fund Balance$14,690,655$15,254,433▲ $563,778
Total Liabilities and Net Assets / Fund Balance$14,690,655$15,254,433▲ $563,778

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$150,115$923,048$1,073,163
Land$883,423-$883,423
Closely Held Equity Interests$1,082,143--
Compensation and Service Providers
Top Officer PayScore unavailable

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
$48,509
Program Service Revenue
$57,900
Investment Income
$427,802
Other Revenue
$-281,757
All Other Contributions
$48,509
Change in Net Assets
$193,762
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,692
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
Fees for Services Accounting-$11,300-$11,300
Fees for Services Legal-$8,673-$8,673
Depreciation Depletion$7,583--$7,583
Occupancy$5,056--$5,056
Other Expenses$9,610$302-$302
All Other Expenses-$30-$30
Total Functional Expenses$22,249$36,443$0$58,692
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
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

Filer Name
Kathrine R Everett Charitable
EIN
56-6473809
Address
2812 ERWIN ROAD STE 205, DURHAM, NC 27705

Signing Officer

Name
James Mcgregor Everett
Title
Trustee
Signed
2016-09-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Mcgregor Everett
Formed
1992
Legal Domicile
Nc
Voting Board Members
3
Independent Board Members
2
Employees
0

Preparer

Firm
Hollingsworth Avent Averre & Purvis Pa
Address
300 W MILLBROOK RD, RALEIGH, NC 27609-4306
Preparer
Tina R Purvis CPA
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

“Unrealized gain - mutual funds 13,249 unrealized gain - real estate 356,767 total 370,016”

Raw XML Appendix309 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1DUKE UNIVERSITY
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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/ExplanationTxt3UNREALIZED GAIN - MUTUAL FUNDS 13,249 UNREALIZED GAIN - REAL ESTATE 356,767 TOTAL 370,016
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
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0252454
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-281757
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt014690655
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015254433
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt014690655
IRS990/UnrestrictedNetAssetsGrp/EOYAmt015254433
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES MCGREGOR EVERETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHRINE R EVERETT CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JAMES MCGREGOR EVERETT TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0566473809
ReturnHeader/Filer/USAddress/AddressLine1Txt02812 ERWIN ROAD STE 205
ReturnHeader/Filer/USAddress/CityNm0DURHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027705
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562119415
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLLINGSWORTH AVENT AVERRE & PURVIS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 W MILLBROOK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0276094306
ReturnHeader/PreparerPersonGrp/PhoneNum09198484100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA R PURVIS CPA
ReturnHeader/ReturnTs02017-09-11T16:29:12-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-12-01
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,254,433
Liabilities
$0
Net assets
$15,254,433
Revenue
$252,454
Expenses
$58,692
Net income
$193,762
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. 2016 filings • 501(c)3 • $10M-$25M nonprofits