Civic Intelligence

Dr Zack D Owens & Martha Anderson Owens Tr

990PF • Fiscal year 2018 • EIN 56-6501010

Jan 01, 2018 to Dec 31, 2018 • Filed on May 03, 2019

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

85th percentile

0.00x

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

2018 filings • NTEE T20Z • <$500k nonprofits • Source year 2018

Liabilities / Revenue

85th percentile

0.00x

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

2018 filings • NTEE T20Z • <$500k nonprofits • Source year 2018

Net Margin

27th percentile

-106%

Higher net margin than 27% of similar nonprofits.

2018 filings • NTEE T20Z • <$500k nonprofits • Source year 2018

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

2018 filings • NTEE T20Z • <$500k nonprofits • Source year 2018

Asset Growth

47th percentile

-5.1%

Faster asset growth than 47% of similar nonprofits.

2018 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-95%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$272,235

Down $14,557 (-5.1%) from 2017

Net Assets

Down

$272,235

Down $14,557 (-5.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin27th percentile

Revenue

Down

$13,756

Down $264,878 (-95%) from 2017

Expenses

Down

$28,313

Down $339,661 (-92%) from 2017

Net Income

Up

-$14,557

Up $74,783 (+84%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2018

Assets$272,235
Liabilities$0
Net Assets$272,235
Open 2018 Filing

Operations Trend

Revenue Growth8th 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

2018

Revenue$13,756
Expenses$28,313
Net Income-$14,557
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 3, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay95th 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
2019-05-03
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 Appendix261 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt160472
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0275
IRS990PF/FMVAssetsEOYAmt0445811
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0286792
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07756
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0193631
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0367206
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt085405
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0491351
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt086383
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0404968
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07370
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt024199
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0483981
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0491351
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CAMDEN
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.119508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.554229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.017830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.017851
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.003398
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.004230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0138
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.597538
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt028313
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt028313
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt028313
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KIMBERLY 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
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02523362740
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0298063
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028313
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04389
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0302452
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0298063
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt011375
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1CLERK OF SUPERIOR COURT FEE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01200
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt11103
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01200
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt11103
TaxesSchedule/TaxesDetail/Amt0225
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0225
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY J CHALOT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02523362740
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-03
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/IPDt02019-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:51:29
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/PreparationDt02019-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM R NIXON
ReturnHeader/ReturnTs02019-05-10T10:51:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$272,235
Liabilities
$0
Net assets
$272,235
Revenue
$13,756
Expenses
$28,313
Net income
-$14,557
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
2018Detailed filing. Detailed filing data is available for this year.$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