Civic Intelligence

Miriam S & William T Hall Jr Foundation

990PF • Fiscal year 2017 • EIN 56-6563541

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 02, 2017

Organization Profile
PO Box 995Gastonia, NC 28053-0995

(704) 864-3425

Siviq Scores

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

Liabilities / Assets

46th percentile

0.03x

Higher debt load relative to assets than 46% of similar nonprofits.

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

Liabilities / Revenue

72nd percentile

0.86x

Higher debt load relative to revenue than 72% of similar nonprofits.

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

Net Margin

8th percentile

-116%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

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

Asset Growth

45th percentile

-1.2%

Faster asset growth than 45% of similar nonprofits.

2017 filings • NTEE L • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

523%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • NTEE L • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$405,641

Down $5,095 (-1.2%) from 2016

Net Assets

Down

$393,520

Down $16,350 (-4.0%) from 2016

Liabilities

Up

$12,121

Up $11,255 (+1300%) from 2016

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin8th percentile

Revenue

Up

$14,050

Up $11,796 (+523%) from 2016

Expenses

Up

$30,400

Up $12,193 (+67%) from 2016

Net Income

Down

-$16,350

Down $397 (-2.5%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$600K$400K$200K$0Assets 2011: $315,330Liabilities 2011: $194Net Assets 2011: $315,1362011Assets 2012: $304,737Liabilities 2012: $1332012Assets 2013: $316,327Liabilities 2013: $279Net Assets 2013: $316,0482013Assets 2014: $364,521Liabilities 2014: $153Net Assets 2014: $364,3682014Assets 2015: $426,685Liabilities 2015: $862Net Assets 2015: $425,8232015Assets 2016: $410,736Liabilities 2016: $866Net Assets 2016: $409,8702016Assets 2017: $405,641Liabilities 2017: $12,121Net Assets 2017: $393,5202017Assets 2019: $390,915Liabilities 2019: $0Net Assets 2019: $390,9152019Assets 2020: $387,435Liabilities 2020: $382Net Assets 2020: $387,0532020Assets 2021: $414,542Liabilities 2021: $625Net Assets 2021: $413,9172021Assets 2022: $418,488Liabilities 2022: $0Net Assets 2022: $418,4882022Assets 2023: $401,927Liabilities 2023: $0Net Assets 2023: $401,9272023Assets 2024: $387,718Liabilities 2024: $35Net Assets 2024: $387,6832024

Highlighted filing

2017

Assets$405,641
Liabilities$12,121
Net Assets$393,520
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

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

$100K$50K$0-$50KExpenses 2011: $32,7832011Revenue 2012: $16,465Expenses 2012: $26,997Net Income 2012: -$10,5322012Expenses 2013: $19,9512013Revenue 2014: $75,902Expenses 2014: $27,582Net Income 2014: $48,3202014Revenue 2015: $97,147Expenses 2015: $35,692Net Income 2015: $61,4552015Revenue 2016: $2,254Expenses 2016: $18,207Net Income 2016: -$15,9532016Revenue 2017: $14,050Expenses 2017: $30,400Net Income 2017: -$16,3502017Revenue 2019: $22,079Expenses 2019: $29,318Net Income 2019: -$7,2392019Revenue 2020: $26,431Expenses 2020: $30,293Net Income 2020: -$3,8622020Revenue 2021: $52,662Expenses 2021: $25,798Net Income 2021: $26,8642021Revenue 2022: $34,507Expenses 2022: $29,936Net Income 2022: $4,5712022Revenue 2023: $18,600Expenses 2023: $35,161Net Income 2023: -$16,5612023Revenue 2024: $17,395Expenses 2024: $31,639Net Income 2024: -$14,2442024

Highlighted filing

2017

Revenue$14,050
Expenses$30,400
Net Income-$16,350
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 2, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES C WINDHAM JRTrustee-$0--
RICHARD K BOYCETrustee-$0--
JESSE B CALDWELL IIITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Miriam S & William T Hall Jr
EIN
56-6563541
Phone
7048643425
Address
PO BOX 995, GASTONIA, NC 28053-0995

Signing Officer

Name
James C Windham Jr
Title
Trustee
Phone
7048643425
Signed
2017-11-02

Preparer

Firm
Butler & Stowe
Address
PO BOX 2379, GASTONIA, NC 28053-2379
Preparer
Dm Payseur CPA
Phone
7048648311
Raw XML Appendix301 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES C WINDHAM JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD K BOYCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JESSE B CALDWELL III
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N\A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDED CONTRIBUTIONS FOR RELIGIOUS, SCIENTIFIC, LITERARY, EDUCATIONAL, AND OTHER ELEEMOSYNARY PURPOSES TO THREE ORGANIZATIONS LISTED IN PART XV, LINE 3, ON PAGE 11.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt021000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt012000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0EDUCATION GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0GASTON COUNTY EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1397
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0GASTONIA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd0280531397
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COMMUNITY GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SADLER ELEMENTARY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13950 W FRANKLIN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GASTONIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GASTONIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028053
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128052
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt012000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09000
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/AppliedToYear1Amt010395
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020574
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010395
IRS990PF/UndistributedIncomeGrp/Taxable2Amt06420
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020574
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt016815
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0866
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0121
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06131
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06131
TaxesSchedule/TaxesDetail/Amt0121
TaxesSchedule/TaxesDetail/Amt130
TaxesSchedule/TaxesDetail/CategoryTxt0ACCRUED EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0121
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt130
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES C WINDHAM JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07048643425
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MIRIAM S & WILLIAM T HALL JR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MIRI
ReturnHeader/Filer/EIN0566563541
ReturnHeader/Filer/PhoneNum07048643425
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 995
ReturnHeader/Filer/USAddress/CityNm0GASTONIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0280530995
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02C7F12D8FB9E16202D0400E4C400E83382DB9511
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04D6D7CC9245D168637169438C317FFC7C624EB0E
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560625018
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUTLER & STOWE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2379
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GASTONIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0280532379
ReturnHeader/PreparerPersonGrp/PhoneNum07048648311
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DM PAYSEUR CPA
ReturnHeader/ReturnTs02017-11-15T15:04:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$405,641
Liabilities
$12,121
Net assets
$393,520
Revenue
$14,050
Expenses
$30,400
Net income
-$16,350
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.17$0.32$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.02$0.00$4.02$0.19$0.35$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.18$0.00$4.18$0.35$0.30$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.15$0.01$4.14$0.53$0.26$0.27
2020Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.26$0.30$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$0.00$3.91$0.22$0.29$0.07
2017Detailed filing. Detailed filing data is available for this year.$4.06$0.12$3.94$0.14$0.30$0.16
2016Detailed filing. Detailed filing data is available for this year.$4.11$0.01$4.10$0.02$0.18$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.27$0.01$4.26$0.97$0.36$0.61
2014Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.64$0.76$0.28$0.48
2013Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.20
2012Summary only. Only limited summary data is available for this year.$3.05$0.00$0.16$0.27$0.11
2011Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.33
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • NTEE L11 • <$500k nonprofits