Civic Intelligence

David E and Marilyn W Withrow Foundation

990PF • Fiscal year 2020 • EIN 56-6562455

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile
2633 Wilkinson BlvdCharlotte, NC 28208

(704) 399-7482

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

Higher debt load relative to assets than 83% of similar nonprofits.

2020 filings • NTEE T • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

0.21x

Higher debt load relative to revenue than 92% of similar nonprofits.

2020 filings • NTEE T • $500k-$1M nonprofits • Source year 2020

Net Margin

9th percentile

-381%

Higher net margin than 9% of similar nonprofits.

2020 filings • NTEE T • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2020 filings • NTEE T • $500k-$1M nonprofits • Source year 2020

Asset Growth

22nd percentile

-7.3%

Faster asset growth than 22% of similar nonprofits.

2020 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

73rd percentile

41%

Faster revenue growth than 73% of similar nonprofits.

2020 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$819,447

Down $64,751 (-7.3%) from 2019

Net Assets

Down

$815,547

Down $39,469 (-4.6%) from 2019

Liabilities

Down

$3,900

Down $25,282 (-87%) from 2019

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin9th percentile

Revenue

Up

$18,851

Up $5,479 (+41%) from 2019

Expenses

Up

$90,595

Up $51,132 (+130%) from 2019

Net Income

Down

-$71,744

Down $45,653 (-175%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$1.0M$500K$0Assets 2010: $722,619Liabilities 2010: $44,493Net Assets 2010: $678,1262010Assets 2011: $681,826Liabilities 2011: $41,9392011Assets 2012: $738,160Liabilities 2012: $41,587Net Assets 2012: $696,5732012Assets 2013: $659,326Liabilities 2013: $41,329Net Assets 2013: $617,9972013Assets 2014: $586,072Liabilities 2014: $41,039Net Assets 2014: $545,0332014Assets 2015: $755,819Liabilities 2015: $32,582Net Assets 2015: $723,2372015Assets 2016: $704,364Liabilities 2016: $42,717Net Assets 2016: $661,6472016Assets 2017: $749,261Liabilities 2017: $82,016Net Assets 2017: $667,2452017Assets 2018: $890,463Liabilities 2018: $29,356Net Assets 2018: $861,1072018Assets 2019: $884,198Liabilities 2019: $29,182Net Assets 2019: $855,0162019Assets 2020: $819,447Liabilities 2020: $3,900Net Assets 2020: $815,5472020Assets 2021: $678,654Liabilities 2021: $3,900Net Assets 2021: $674,7542021Assets 2022: $661,311Liabilities 2022: $3,900Net Assets 2022: $657,4112022Assets 2023: $652,523Liabilities 2023: $3,900Net Assets 2023: $648,6232023Assets 2024: $590,242Liabilities 2024: $3,900Net Assets 2024: $586,3422024

Highlighted filing

2020

Assets$819,447
Liabilities$3,900
Net Assets$815,547
Open 2020 Filing

Operations Trend

Revenue Growth73rd percentile

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

$400K$200K$0-$200KExpenses 2010: $49,2162010Revenue 2011: -$2,931Expenses 2011: $35,308Net Income 2011: -$38,2392011Expenses 2012: $58,0102012Revenue 2013: $19,674Expenses 2013: $98,250Net Income 2013: -$78,5762013Revenue 2014: $2,250Expenses 2014: $75,214Net Income 2014: -$72,9642014Revenue 2015: $229,889Expenses 2015: $51,685Net Income 2015: $178,2042015Revenue 2016: $20,146Expenses 2016: $187,621Net Income 2016: -$167,4752016Revenue 2017: $43,029Expenses 2017: $42,100Net Income 2017: $9292017Revenue 2018: $270,616Expenses 2018: $76,754Net Income 2018: $193,8622018Revenue 2019: $13,372Expenses 2019: $39,463Net Income 2019: -$26,0912019Revenue 2020: $18,851Expenses 2020: $90,595Net Income 2020: -$71,7442020Revenue 2021: -$16,243Expenses 2021: $124,550Net Income 2021: -$140,7932021Revenue 2022: $113,000Expenses 2022: $116,148Net Income 2022: -$3,1482022Revenue 2023: $101,045Expenses 2023: $111,789Net Income 2023: -$10,7442023Revenue 2024: $24,530Expenses 2024: $87,225Net Income 2024: -$62,6952024

Highlighted filing

2020

Revenue$18,851
Expenses$90,595
Net Income-$71,744
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILYN W WITHROWVice President/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
David E and Marilyn W Withrow Foundation
EIN
56-6562455
In Care Of
% MARILYN W WITHROW
Phone
7043997482
Address
2633 WILKINSON BLVD, CHARLOTTE, NC 28208

Signing Officer

Name
Marilyn W Withrow
Title
Officer
Phone
7043997482
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Pesta Finnie & Associates Llp
Address
6826 MORRISON BLVD, CHARLOTTE, NC 28211
Preparer
Susan N Turner
Phone
7043641829
Raw XML Appendix331 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/IdentifierTxt0SECTION 266
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PURSUANT TO SECTION 266 OF THE INTERNAL REVENUE CODE AND REGULATION 1.266-1(b)(1), THE FOUNDATION ELECTS TO CAPITALIZE THE FOLLOWING CARRYING COSTS FOR THE TAXABLE YEAR ENDING DECEMBER 31, 2020 SUBJECT TO THE ELECTION RULES PROVIDED IN REGULATIONS 1.266-1(c): NATURE OF EXPENDITURE CONTRACT SERVICES $ 445 PROFESSIONAL FEES $ 325 INSURANCE $ 398 MANAGEMENT FEES $ 448 MISCELLANEOUS $ 39 PROPERTY TAXES $1,150 TOTAL $2,805
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.5
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARILYN W WITHROW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VICE PRESIDENT/SECRETARY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1110 South Main Street PO Box 997
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22400 Colony Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33001 South Mountain Park Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41321 Capps Hill Mine Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Connelly Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CHARLOTTE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428216
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt084500
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/AppliedToCurrentYearAmt058383
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt058383
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt099166
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05765
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05765
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0125283
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt026117
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt099166
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt084500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt026117
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0131048
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0104931
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt09200
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt188536
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt253124
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt39968
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0YADKIN LAND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1INVESTMENT IN MLK PROPERTY
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2INVESTMENT IN TRAILS END
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3INVESTMENT IN SW MLK & 84
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt09200
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt190284
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt254181
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt310291
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt086946
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1332683
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt246787
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt316000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1923
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSES & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Rent and Royalty Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1923
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1923
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FERRELL TIC
OtherIncreasesSchedule/OtherIncreasesDetail/Amt032275
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CONTRIBUTIONS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0NOTE PAYABLE
TaxesSchedule/TaxesDetail/Amt0445
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES & PENALTIES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARILYN W WITHROW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07043997482
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID E AND MARILYN W WITHROW FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0566562455
ReturnHeader/Filer/InCareOfNm0% MARILYN W WITHROW
ReturnHeader/Filer/PhoneNum07043997482
ReturnHeader/Filer/USAddress/AddressLine1Txt02633 WILKINSON BLVD
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028208
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PESTA FINNIE & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06826 MORRISON BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028211
ReturnHeader/PreparerPersonGrp/PhoneNum07043641829
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN N TURNER
ReturnHeader/ReturnTs02021-11-10T13:50:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARILYN W
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WITHROW
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$819,447
Liabilities
$3,900
Net assets
$815,547
Revenue
$18,851
Expenses
$90,595
Net income
-$71,744
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.90$0.04$5.86$0.25$0.87$0.63
2023Detailed filing. Detailed filing data is available for this year.$6.53$0.04$6.49$1.01$1.12$0.11
2022Detailed filing. Detailed filing data is available for this year.$6.61$0.04$6.57$1.13$1.16$0.03
2021Detailed filing. Detailed filing data is available for this year.$6.79$0.04$6.75$0.16$1.25$1.41
2020Detailed filing. Detailed filing data is available for this year.$8.19$0.04$8.16$0.19$0.91$0.72
2019Detailed filing. Detailed filing data is available for this year.$8.84$0.29$8.55$0.13$0.39$0.26
2018Detailed filing. Detailed filing data is available for this year.$8.90$0.29$8.61$2.71$0.77$1.94
2017Detailed filing. Detailed filing data is available for this year.$7.49$0.82$6.67$0.43$0.42$0.01
2016Detailed filing. Detailed filing data is available for this year.$7.04$0.43$6.62$0.20$1.88$1.67
2015Detailed filing. Detailed filing data is available for this year.$7.56$0.33$7.23$2.30$0.52$1.78
2014Detailed filing. Detailed filing data is available for this year.$5.86$0.41$5.45$0.02$0.75$0.73
2013Detailed filing. Detailed filing data is available for this year.$6.59$0.41$6.18$0.20$0.98$0.79
2012Detailed filing. Detailed filing data is available for this year.$7.38$0.42$6.97$0.58
2011Summary only. Only limited summary data is available for this year.$6.82$0.42$0.03$0.35$0.38
2010Detailed filing. Detailed filing data is available for this year.$7.23$0.44$6.78$0.49