Civic Intelligence

First Citizens Foundation Inc - Combined

990PF • Fiscal year 2020 • EIN 57-1108547

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 27, 2021

Organization Profile
PO Box 29522Raleigh, NC 27626

(919) 716-2015

Siviq Scores

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

Liabilities / Assets

78th percentile

0.00x

Higher debt load relative to assets than 78% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

0.01x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Net Margin

36th percentile

-13%

Higher net margin than 36% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Asset Growth

36th percentile

-1.0%

Faster asset growth than 36% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

33%

Faster revenue growth than 62% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$12,154,713

Down $124,420 (-1.0%) from 2019

Net Assets

$12,150,516

No earlier filing loaded for comparison.

Liabilities

Up

$4,197

Up $3,621 (+629%) from 2019

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin36th percentile

Revenue

Up

$715,183

Up $178,597 (+33%) from 2019

Expenses

Up

$805,291

Up $120,012 (+18%) from 2019

Net Income

Up

-$90,108

Up $58,585 (+39%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2011: $10,871,069Liabilities 2011: -$13,2312011Assets 2012: $11,269,410Liabilities 2012: -$4,3092012Assets 2013: $11,551,400Liabilities 2013: -$4,4092013Assets 2014: $11,749,238Liabilities 2014: $1,7282014Assets 2015: $11,548,605Liabilities 2015: $2,4032015Assets 2019: $12,279,133Liabilities 2019: $5762019Assets 2020: $12,154,713Liabilities 2020: $4,197Net Assets 2020: $12,150,5162020Assets 2021: $14,269,141Liabilities 2021: $31,424Net Assets 2021: $14,237,7172021Assets 2022: $13,014,023Liabilities 2022: $0Net Assets 2022: $13,014,0232022Assets 2023: $12,268,718Liabilities 2023: -$1,170Net Assets 2023: $12,269,8882023Assets 2024: $12,384,864Liabilities 2024: -$6,052Net Assets 2024: $12,390,9162024

Highlighted filing

2020

Assets$12,154,713
Liabilities$4,197
Net Assets$12,150,516
Open 2020 Filing

Operations Trend

Revenue Growth62nd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $637,080Expenses 2011: $707,524Net Income 2011: -$70,4442011Revenue 2012: $936,308Expenses 2012: $546,889Net Income 2012: $389,4192012Revenue 2013: $772,266Expenses 2013: $490,176Net Income 2013: $282,0902013Revenue 2014: $742,849Expenses 2014: $551,148Net Income 2014: $191,7012014Revenue 2015: $224,012Expenses 2015: $429,504Net Income 2015: -$205,4922015Revenue 2019: $536,586Expenses 2019: $685,279Net Income 2019: -$148,6932019Revenue 2020: $715,183Expenses 2020: $805,291Net Income 2020: -$90,1082020Revenue 2021: $2,986,099Expenses 2021: $905,203Net Income 2021: $2,080,8962021Revenue 2022: -$315,294Expenses 2022: $928,746Net Income 2022: -$1,244,0402022Revenue 2023: $97,872Expenses 2023: $836,876Net Income 2023: -$739,0042023Revenue 2024: $872,092Expenses 2024: $761,614Net Income 2024: $110,4782024

Highlighted filing

2020

Revenue$715,183
Expenses$805,291
Net Income-$90,108
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 27, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK B HOLDING JrChairman-$0--
HOPE H BRYANTDirector-$0--
PETER M BRISTOWDirector-$0--
CRAIG L NIXTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
First Citizens Foundation Inc - Combined
EIN
57-1108547
Phone
9197162015
Address
PO BOX 29522, RALEIGH, NC 27626

Signing Officer

Name
Peter M Bristow
Title
Director
Phone
9197162015
Signed
2021-04-27

Preparer

Firm
Ernst & Young US Llp
Address
2100 EAST CARY STREET SUITE 201, Richmond, VA 23223-7078
Preparer
Doak Arthur Pfaff
Phone
8043444557
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122REGENCY CTRS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123SNAP ON INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124THERMO FISHER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125WALMART INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126WASTE MANAGEMENT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127PIMCO STOCKSPLUS SMALL FUND -
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128VICTORY INTEGRITY DISCOVERY FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129ARTISAN INTERNATIONAL SMALL-MI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130ASHMORE EMERGING MARKETS ACTIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131BALLIE GIFFORD EMERGING MARKET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132COLUMBIA SMALL CAP INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133FEDERATED MDT SMALL CAP CORE F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134FIDELITY MID CAP INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135ISHARES MSCI ACWI ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136SPDR SERIES TR S&P PHARMACEUTI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137SPDR SER TR S&P OIL & GAS EXPL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138NIELSEN HLDGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139TRANE TECH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140ABBVIE INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141CBRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142CROWN CASTLE INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143EQUINIX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144EXTRA SPACE STORAGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145FREEPORT-MCMORAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146MGM RESORTS INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147NETFLIX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148NISOURCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149NVIDIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150TESLA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151VERTEX PHARM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152BLACKROCK MID-CAP GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153COHEN & STEERS REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154FEDERATED HERMES MDT SC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155JOHNSON ENHANCED RETURN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156MAINSTAY CBRE GLOBAL INF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157NUVEEN GLOBAL INF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158PRINCIPAL REAL ESTATE SECURITI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159T ROWE PRICE US EQUITY RESEARC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160ISHARES RUS TOP 200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161PROSHARES TR DJ BROOKFIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162VANGUARD SCOTTSDALE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163AMERICAN EXPRESS 2.5% DUE 8/1/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164AMERICAN HONDA .65% DUE 9/8/23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165BAYER US FIN LLC 3% DUE 10/8/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166CVS HEALTH CORP4.3% DUE 3/25/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167GEORGIA PAC .625% DUE 5/15/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt168IBM 3% DUE 5/15/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt169SOUTHERN CALIF EDISON CO 3.875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt170VOLKSWAGEN 3.35% DUE 5/13/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt018119
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt163095
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2104222
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3178335
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt420762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51375000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt637769
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt731440
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt881139
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt977833
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1065285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1121672
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1239660
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13145018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1429190
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15275916
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1627892
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1734717
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1822090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1912333
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2048925
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21287435
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22102139
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2330698
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24290852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25400350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2628794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2776586
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2829808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2937707
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30236691
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3138934
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3222586
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3327701
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3415830
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3557812
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3617018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3751642
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38445859
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3915474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4019087
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4125772
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4215794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4315371
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt44154411
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4523906
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4626795
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4714539
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4814060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt49171697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5051593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5151377
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5281605
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5333957
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5458783
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5526926
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5618047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5733946
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5816202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5926993
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6024690
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61347378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6239263
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt63365004
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6429419
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6527693
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6615364
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6739225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6835984
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt69250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7060189
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7176597
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7267358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7343810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt745705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7559642
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7636717
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7751865
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7826825
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7919479
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8017671
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8137187
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8244729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8324719
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8422163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8523175
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8617424
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8719681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8833536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8915331
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt90101869
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9184358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt92204074
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt93190923

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$12,154,713
Liabilities
$4,197
Net assets
$12,150,516
Revenue
$715,183
Expenses
$805,291
Net income
-$90,108
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.4$0.01$12.4$0.87$0.76$0.11
2023Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.10$0.84$0.74
2022Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.32$0.93$1.24
2021Detailed filing. Detailed filing data is available for this year.$14.3$0.03$14.2$2.99$0.91$2.08
2020Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$0.72$0.81$0.09
2019Summary only. Only limited summary data is available for this year.$12.3$0.00$0.54$0.69$0.15
2015Summary only. Only limited summary data is available for this year.$11.5$0.00$0.22$0.43$0.21
2014Summary only. Only limited summary data is available for this year.$11.7$0.00$0.74$0.55$0.19
2013Summary only. Only limited summary data is available for this year.$11.6$0.00$0.77$0.49$0.28
2012Summary only. Only limited summary data is available for this year.$11.3$0.00$0.94$0.55$0.39
2011Summary only. Only limited summary data is available for this year.$10.9$0.01$0.64$0.71$0.07