Civic Intelligence

Jacobs Preyer Family Foundation

990PF • Fiscal year 2013 • EIN 56-6535541

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 11, 2014

C/O Piedmont Trust CO Box 2012427420

(336) 274-5741

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

2013 filings • NTEE T20 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

87th percentile

0.00x

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

2013 filings • NTEE T20 • <$500k nonprofits • Source year 2013

Net Margin

50th percentile

4.6%

Higher net margin than 50% of similar nonprofits.

2013 filings • NTEE T20 • <$500k nonprofits • Source year 2013

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2013 filings • NTEE T20 • <$500k nonprofits • Source year 2013

Asset Growth

67th percentile

4.7%

Faster asset growth than 67% of similar nonprofits.

2013 filings • NTEE T20 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$335,921

Up $15,061 (+4.7%) from 2012

Net Assets

Up

$335,921

Up $15,061 (+4.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$11,259

No earlier filing loaded for comparison.

Expenses

Down

$10,746

Down $1,858 (-15%) from 2012

Net Income

$513

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $331,711Liabilities 2010: $0Net Assets 2010: $331,7112010Assets 2011: $317,588Liabilities 2011: $0Net Assets 2011: $317,5882011Assets 2012: $320,860Liabilities 2012: $0Net Assets 2012: $320,8602012Assets 2013: $335,921Liabilities 2013: $0Net Assets 2013: $335,9212013Assets 2014: $875,498Liabilities 2014: $02014Assets 2015: $1,344,086Liabilities 2015: $0Net Assets 2015: $1,344,0862015Assets 2016: $1,310,886Liabilities 2016: $0Net Assets 2016: $1,310,8862016Assets 2017: $1,292,722Liabilities 2017: $0Net Assets 2017: $1,292,7222017Assets 2018: $1,922,177Liabilities 2018: $0Net Assets 2018: $1,922,1772018Assets 2019: $1,906,553Liabilities 2019: $0Net Assets 2019: $1,906,5532019Assets 2020: $2,859,994Liabilities 2020: $0Net Assets 2020: $2,859,9942020Assets 2021: $2,426,244Liabilities 2021: $0Net Assets 2021: $2,426,2442021Assets 2022: $2,412,780Liabilities 2022: $0Net Assets 2022: $2,412,7802022Assets 2023: $2,364,749Liabilities 2023: $0Net Assets 2023: $2,364,7492023Assets 2024: $2,537,655Liabilities 2024: $0Net Assets 2024: $2,537,6552024

Highlighted filing

2013

Assets$335,921
Liabilities$0
Net Assets$335,921

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $7,4882010Expenses 2011: $37,7182011Expenses 2012: $12,6042012Revenue 2013: $11,259Expenses 2013: $10,746Net Income 2013: $5132013Revenue 2014: $521,506Expenses 2014: $3,627Net Income 2014: $517,8792014Revenue 2015: $523,410Expenses 2015: $24,104Net Income 2015: $499,3062015Revenue 2016: $35,170Expenses 2016: $57,494Net Income 2016: -$22,3242016Revenue 2017: $45,030Expenses 2017: $90,788Net Income 2017: -$45,7582017Revenue 2018: $334,442Expenses 2018: $79,759Net Income 2018: $254,6832018Revenue 2019: $161,084Expenses 2019: $94,183Net Income 2019: $66,9012019Revenue 2020: $991,560Expenses 2020: $122,832Net Income 2020: $868,7282020Revenue 2021: $132,056Expenses 2021: $708,065Net Income 2021: -$576,0092021Revenue 2022: $80,601Expenses 2022: $58,234Net Income 2022: $22,3672022Revenue 2023: $83,488Expenses 2023: $84,527Net Income 2023: -$1,0392023Revenue 2024: $115,592Expenses 2024: $103,707Net Income 2024: $11,8852024

Highlighted filing

2013

Revenue$11,259
Expenses$10,746
Net Income$513
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 11, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lunsford Richardson Preyer JrDirector-$0--
Marilyn Jacobs PreyerDirector-$0--
Filing and Contact Details

Filer

EIN
56-6535541
Phone
3362745741

Signing Officer

Name
LR Preyer Jr
Title
Trustee
Signed
2014-11-11
Discuss with paid preparer
Yes

Preparer

Preparer
Laura Bennett
Phone
3362745471
Raw XML Appendix289 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PART IV. CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME LINE 2. CAPITAL GAIN NET INCOME OR (NET CAPITAL LOSS) 1. PIEDMONT ASSOCIATES INVESTMENT FUND LLC K-1 NET SHORT TERM CAPITAL GAIN (LOSS) 5,529.00 NET SHORT TERM SECTION 1256 (197.00) NET LONG TERM CAPITAL GAIN(LOSS) 17,583.00 NET LONG TERM SECTION 1256 (295.00) NET SECTION 1231 GAIN(LOSS) 98.00 2. PIEDMONT SOUTHEASTERN INVESTMENT FUND LLC K-1 NET LONG TERM CAPITAL GAIN(LOSS) 69.00 TOTAL LINE 2. NET CAPITAL GAIN (LOSS) 22,787.00
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0586
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0406341
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06284
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Lunsford Richardson Preyer Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Marilyn Jacobs Preyer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10C/O PIEDMONT FIN TR BOX 20124
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11C/O PIEDMONT FIN TR BOX 20124
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Greensboro
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1Greensboro
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020181
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt011642
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015789
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt011642
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04147
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04147
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08539
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04147
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015789
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0221847
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt191264
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PIEDMONT ASSOCIATES INVT FUND LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PIEDMONT SOUTHEASTERN INVT FUND LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0227239
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt190421
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0297910
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt192066
OtherDecreasesSchedule/OtherDecreasesDetail/Amount08345
OtherDecreasesSchedule/OtherDecreasesDetail/Amount12328
OtherDecreasesSchedule/OtherDecreasesDetail/Description0DISTRIBUTIONS-PIEDMONT ASSOCIATES INVESTMENT FUND
OtherDecreasesSchedule/OtherDecreasesDetail/Description1DISTRIBUTIONS-PIEDMONT SOUTHEASTERN INVESTMENT FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCTG, CHARITABLE & GRANT ADMINISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT & ADVISOR FEES PAIF K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT & ADVISOR FEES PSIF K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0539
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01621
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12566
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2205
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02161
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-2254
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt010673
OtherIncreasesSchedule/OtherIncreasesDetail/Amount023736
OtherIncreasesSchedule/OtherIncreasesDetail/Amount11485
OtherIncreasesSchedule/OtherIncreasesDetail/Description0PIEDMONT ASSOCIATES INVT FUND K-1 ADJUSTMENTS
OtherIncreasesSchedule/OtherIncreasesDetail/Description1PIEDMONT SOUTHEASTERN INVESTMENT FUND K-1 ADJUSTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0285
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0285
TaxesSchedule/TaxesDetail/Amt0199
TaxesSchedule/TaxesDetail/Amt1101
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2NC TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0172
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1101
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LR Preyer Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE PREYER-JACOBS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PREY
ReturnHeader/Filer/EIN0566535541
ReturnHeader/Filer/PhoneNum03362745741
ReturnHeader/Filer/USAddress/AddressLine10C/O PIEDMONT TRUST CO BOX 20124
ReturnHeader/Filer/USAddress/City0GREENSBORO
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027420
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PIEDMONT TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 20124
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode027420
ReturnHeader/PreparerPersonGrp/PhoneNum03362745471
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Bennett
ReturnHeader/ReturnTs02014-11-12T10:45:05-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.12$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.08$0.08$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.08$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.13$0.71$0.58
2020Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.99$0.12$0.87
2019Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.16$0.09$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.33$0.08$0.25
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.05$0.09$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.04$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.52$0.02$0.50
2014Summary only. Only limited summary data is available for this year.$0.88$0.00$0.52$0.00$0.52
2013Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.01$0.01$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.04
2010Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.01