Civic Intelligence

Jacobs Preyer Family Foundation

990PF • Fiscal year 2015 • EIN 56-6535541

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 04, 2016

C/O Piedmont Trust CO Box 20124Greensboro, NC 27420

(336) 274-5741

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

0.00x

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

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Net Margin

92nd percentile

95%

Higher net margin than 92% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Asset Growth

92nd percentile

54%

Faster asset growth than 92% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

56th percentile

0.4%

Faster revenue growth than 56% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,344,086

Up $468,588 (+54%) from 2014

Net Assets

$1,344,086

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$523,410

Up $1,904 (+0.4%) from 2014

Expenses

Up

$24,104

Up $20,477 (+565%) from 2014

Net Income

Down

$499,306

Down $18,573 (-3.6%) from 2014

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

2015

Assets$1,344,086
Liabilities$0
Net Assets$1,344,086

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

2015

Revenue$523,410
Expenses$24,104
Net Income$499,306
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 4, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

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

Filer

Filer Name
Jacobs Preyer Family Foundation
EIN
56-6535541
Phone
3362745741
Address
C/O PIEDMONT TRUST CO BOX 20124, GREENSBORO, NC 27420

Signing Officer

Name
LR Preyer Jr
Title
Trustee
Signed
2016-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Piedmont Trust Company
Address
PO BOX 20124, GREENSBORO, NC 27420
Preparer
Laura Bennett
Phone
3362745471
Raw XML Appendix340 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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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) 2,588.00 NET SHORT TERM SECTION 1256 (754.00) NET LONG TERM CAPITAL GAIN(LOSS) (11,178.00) NET LONG TERM SECTION 1256 (1,132.00) NET SECTION 1231 GAIN(LOSS) (41.00) 2. PIEDMONT SOUTHEASTERN INVESTMENT FUND LLC K-1 NET LONG TERM CAPITAL GAIN(LOSS) (85.00) 3. NORTHERN TRUST COMPANY 1099 DIV LT CAPITAL GAIN DISTRIBUTIONS 1.00 TOTAL LINE 2. NET CAPITAL GAIN (LOSS) (10,601.00)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Hillsborough Arts Council
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Bald Head Island Conservancy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Durham Nativity School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4PlayMakers Repertory Company
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Southern Appalachian Highlands Cons
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6The Hill Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02110 Blue Ridge Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1102 N Churton Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 3109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 3537
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4Dev Dept Ctr for Dramatic Art
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt534 Wall Street Suite 502
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt63200 Pickett Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Raleigh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Hillsborough
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Bald Head Island
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Durham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Chapel Hill
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Asheville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Durham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127278
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228461
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327702
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd427599
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd528801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd627705
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018145
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/AppliedToCurrentYearAmt01269
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018145
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048994
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019414
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt047725
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018145
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Marilyn Preyer
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0109 Millstone Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Hillsborough
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd027278
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0500000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0227302
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1112055
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PIEDMONT ASSOCIATES INVT FUND LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PIEDMONT SOUTHEASTERN INVT FUND LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0597879
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1220760
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0667025
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1215089
OtherDecreasesSchedule/OtherDecreasesDetail/Amt031423
OtherDecreasesSchedule/OtherDecreasesDetail/Amt13991
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DISTRIBUTIONS-PIEDMONT ASSOCIATES INVESTMENT FUND
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1DISTRIBUTIONS-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/DisbursementsCharitablePrpsAmt01269
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03808
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt16971
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2436
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05077
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0701
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt022636
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04696
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PIEDMONT SOUTHEASTERN INVESTMENT FUND K-1 ADJUSTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0289
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0289
TaxesSchedule/TaxesDetail/Amt0581
TaxesSchedule/TaxesDetail/Amt112
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2NC TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0468
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt112
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LR Preyer Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACOBS PREYER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JACO
ReturnHeader/Filer/EIN0566535541
ReturnHeader/Filer/PhoneNum03362745741
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O PIEDMONT TRUST CO BOX 20124
ReturnHeader/Filer/USAddress/CityNm0GREENSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027420
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PIEDMONT TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 20124
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027420
ReturnHeader/PreparerPersonGrp/PhoneNum03362745471
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Bennett
ReturnHeader/ReturnTs02016-11-09T09:48:15-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
Peer Organizations

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