Civic Intelligence

Dr Zack D Owens & Martha Anderson Owens Tr

990PF • Fiscal year 2017 • EIN 56-6501010

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 30, 2018

Organization Profile
108 Craven River CourtCamden, NC 27921

(252) 336-2740

Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

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

2017 filings • NTEE T20Z • <$500k nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

0.00x

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

2017 filings • NTEE T20Z • <$500k nonprofits • Source year 2017

Net Margin

39th percentile

-32%

Higher net margin than 39% of similar nonprofits.

2017 filings • NTEE T20Z • <$500k nonprofits • Source year 2017

Top Officer Pay

96th percentile

$0

Higher top officer pay than 96% of similar nonprofits.

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

2017 filings • NTEE T20Z • <$500k nonprofits • Source year 2017

Asset Growth

22nd percentile

-12%

Faster asset growth than 22% of similar nonprofits.

2017 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

90th percentile

243%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$286,792

Down $81,290 (-22%) from 2015

Net Assets

$286,792

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin39th percentile

Revenue

Up

$278,634

Up $254,891 (+1074%) from 2015

Expenses

Up

$367,974

Up $353,651 (+2469%) from 2015

Net Income

Down

-$89,340

Down $98,760 (-1048%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$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

2017

Assets$286,792
Liabilities$0
Net Assets$286,792
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$278,634
Expenses$367,974
Net Income-$89,340
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 30, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay96th 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
2018-04-30
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 Appendix313 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0785
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX RETURN PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0785
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0CARPENTER TECHNOLOGY CORP-3495 SH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1EXXON MOBIL-1624 SH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2DUKE ENERGY-1527 SH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt057777
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt134409
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt265649
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0154914
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2129100
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02017-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12017-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22017-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt097137
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt195530
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt263451
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt067454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt160472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt265705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0178215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1135970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2128545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CARPENTER TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2DUKE ENERGY(FORMERLY PROGRESS ENERGY
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt022401
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0256118
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0115
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt022516
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0256118
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0278634
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0785
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0785
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0365000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0365000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt022401
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt022401
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-89340
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0413953
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0115
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0115
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01901
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01901
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0256118
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt022516
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0367974
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0367974
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt022516
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0278634
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02974
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02974
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-89340
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03416
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0290208
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0379548
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0286792
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt032952
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt032952
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt032952
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt033177
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0225
IRS990PF/DistributableAmountGrp/TotalTaxAmt0225
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0225
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0225
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0225
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0225
IRS990PF/FMVAssetsEOYAmt0535891
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0379548
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0286792
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04147
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07756
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07756
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0351464
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0193631
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0442730
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt023937
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt085405
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt085405
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0379548
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0286792
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0535891
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0379548
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0286792
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0379548
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0286792
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0673637
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt060623
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0613014
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010105
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt033177
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0663532
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0673637
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL CHALOT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KIMBERLY J CHALOT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0108 CRAVEN RIVER COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1108 CRAVEN RIVER COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CAMDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CAMDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027921
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd127921
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt08286
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt013269
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt014086
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03112
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt03681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt011614
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.012149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.017830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.017851
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.003398
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.004230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.017436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0225
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0744176
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0789074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0915787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0870259
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0367749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 J CHALOT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CAMDEN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027921
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02523362740
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1HEALTHCARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2HEALTHCARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COLLEGE OF THE ALBEMARLE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ALBEMARLE HOSPITAL VOL SVCS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SENTARA ALBEMARLE BREAST IMAG CTR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0509 (C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 2327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1P O BOX 1587
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26015 POPLAR HALL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt01208 N ROAD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1SUITE 308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ELIZABETH CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ELIZABETH CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NORFOLK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd223502
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0365000
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/AppliedToCurrentYearAmt032952
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt036959
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032952
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0298063
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0298063
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt011375
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt011375
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0367974
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0298063
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0298063
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt011375
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt036959
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1CLERK OF SUPERIOR COURT FEE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01800
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt1101
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01800
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt1101
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03413
OtherDecreasesSchedule/OtherDecreasesDetail/Amt13
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCISE TAX
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
TaxesSchedule/TaxesDetail/Amt0250
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0250
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY J CHALOT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02523362740
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-30
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0355AF1D2A1F7FBB7365D0A90EA357CDD07B2F5C7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F910D7E15D0BCAC8E61B15DE21BFE93C7794CD80
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.211.169.157
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:23:08
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/PreparationDt02018-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM R NIXON
ReturnHeader/ReturnTs02018-05-15T09:23:08-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$286,792
Liabilities
$0
Net assets
$286,792
Revenue
$278,634
Expenses
$367,974
Net income
-$89,340
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
2017Detailed filing. Detailed filing data is available for this year.$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