Civic Intelligence

Zack D Owens & Martha Anderson Owens Trust

EIN 56-6501010 • Camden, NC

108 Craven River CourtCamden, NC 27921
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.00x

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

NTEE T20Z • <$500k nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

0.00x

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

NTEE T20Z • <$500k nonprofits • Source year 2024

Net Margin

67th percentile

17%

Higher net margin than 67% of similar nonprofits.

NTEE T20Z • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

NTEE T20Z • <$500k nonprofits • Source year 2024

Asset Growth

69th percentile

1.1%

Faster asset growth than 69% of similar nonprofits.

NTEE T20Z • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

1.4%

Faster revenue growth than 45% of similar nonprofits.

NTEE T20Z • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$253,826

Up $2,681 (+1.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$253,826

Up $2,681 (+1.1%) from 2023

Operations
Liabilities / Revenue89th percentileNet Margin67th percentile

Revenue

Up

$15,960

Up $215 (+1.4%) from 2023

Expenses

Down

$13,279

Down $8,267 (-38%) from 2023

Net Income

Up

$2,681

Up $8,482 (+146%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $314,652Liabilities 2011: $02011Assets 2012: $322,645Liabilities 2012: $02012Assets 2013: $339,591Liabilities 2013: $02013Assets 2014: $358,662Liabilities 2014: $02014Assets 2015: $368,082Liabilities 2015: $02015Assets 2017: $286,792Liabilities 2017: $0Net Assets 2017: $286,7922017Assets 2018: $272,235Liabilities 2018: $0Net Assets 2018: $272,2352018Assets 2019: $257,650Liabilities 2019: $0Net Assets 2019: $257,6502019Assets 2020: $259,668Liabilities 2020: $0Net Assets 2020: $259,6682020Assets 2021: $254,927Liabilities 2021: $0Net Assets 2021: $254,9272021Assets 2022: $256,946Liabilities 2022: $0Net Assets 2022: $256,9462022Assets 2023: $251,145Liabilities 2023: $0Net Assets 2023: $251,1452023Assets 2024: $253,826Liabilities 2024: $0Net Assets 2024: $253,8262024

Highlighted filing

2024

Assets$253,826
Liabilities$0
Net Assets$253,826
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $17,525Expenses 2011: $7,814Net Income 2011: $9,7112011Revenue 2012: $19,665Expenses 2012: $11,672Net Income 2012: $7,9932012Revenue 2013: $20,627Expenses 2013: $3,681Net Income 2013: $16,9462013Revenue 2014: $22,183Expenses 2014: $3,112Net Income 2014: $19,0712014Revenue 2015: $23,743Expenses 2015: $14,323Net Income 2015: $9,4202015Revenue 2017: $278,634Expenses 2017: $367,974Net Income 2017: -$89,3402017Revenue 2018: $13,756Expenses 2018: $28,313Net Income 2018: -$14,5572018Revenue 2019: $14,441Expenses 2019: $29,026Net Income 2019: -$14,5852019Revenue 2020: $14,350Expenses 2020: $12,332Net Income 2020: $2,0182020Revenue 2021: $14,437Expenses 2021: $19,178Net Income 2021: -$4,7412021Revenue 2022: $14,873Expenses 2022: $12,854Net Income 2022: $2,0192022Revenue 2023: $15,745Expenses 2023: $21,546Net Income 2023: -$5,8012023Revenue 2024: $15,960Expenses 2024: $13,279Net Income 2024: $2,6812024

Highlighted filing

2024

Revenue$15,960
Expenses$13,279
Net Income$2,681
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$253,826
Liabilities
$0
Net assets
$253,826
Revenue
$15,960
Expenses
$13,279
Net income
$2,681
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.16$0.13$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.16$0.22$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$0.15$0.13$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.14$0.19$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.14$0.12$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$0.14$0.29$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$0.14$0.28$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$2.79$3.68$0.89
2015Summary only. Only limited summary data is available for this year.$3.68$0.00$0.24$0.14$0.09
2014Summary only. Only limited summary data is available for this year.$3.59$0.00$0.22$0.03$0.19
2013Summary only. Only limited summary data is available for this year.$3.40$0.00$0.21$0.04$0.17
2012Summary only. Only limited summary data is available for this year.$3.23$0.00$0.20$0.12$0.08
2011Summary only. Only limited summary data is available for this year.$3.15$0.00$0.18$0.08$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL CHALOTTrustee-$0--
KIMBERLY J CHALOTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Zack D Owens & Martha
EIN
56-6501010
Phone
2523362740
Address
108 CRAVEN RIVER COURT, CAMDEN, NC 27921

Signing Officer

Name
Kimberly J Chalot
Title
Trustee
Phone
2523362740
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
William R Nixon CPA Pc
Address
PO BOX 583, ELIZABETH CITY, NC 27907
Preparer
William R Nixon
Phone
2523386379
Raw XML Appendix234 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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt265705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0593151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1174872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2164659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CARPENTER TECHNOLOGY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2DUKE ENERGY(FORMERLY PROGRESS ENERGY
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt039392
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0222
IRS990PF/FMVAssetsEOYAmt0992877
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt09511
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0193631
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0932682
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0251145
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0251145
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0251145
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0804341
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt058854
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0745487
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012065
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt039614
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0792276
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1108 CRAVEN RIVER COURT
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02013
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1CLERK OF SUPERIOR COURT FEE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02400
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt163
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02400
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt163
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MAILING FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012
TaxesSchedule/TaxesDetail/Amt0219
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0219
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY J CHALOT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02523362740
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZACK D OWENS & MARTHA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ANDERSON OWENS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ZACK
ReturnHeader/Filer/EIN0566501010
ReturnHeader/Filer/PhoneNum02523362740
ReturnHeader/Filer/USAddress/AddressLine1Txt0108 CRAVEN RIVER COURT
ReturnHeader/Filer/USAddress/CityNm0CAMDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027921
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261943252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAM R NIXON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 583
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELIZABETH CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027907
ReturnHeader/PreparerPersonGrp/PhoneNum02523386379
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM R NIXON
ReturnHeader/ReturnTs02025-05-14T10:40:14-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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