Civic Intelligence

Charles a Cannon Charitable Trust No 3

990PF • Fiscal year 2015 • EIN 58-1360259

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 09, 2016

Organization Profile
1525 W Wt Harris Blvd D1114-044Charlotte, NC 28262

(704) 262-2347

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2015 filings • NTEE T • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

61st percentile

0.00x

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

2015 filings • NTEE T • $10M-$25M nonprofits • Source year 2015

Net Margin

28th percentile

-25%

Higher net margin than 28% of similar nonprofits.

2015 filings • NTEE T • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

78th percentile

$99,598

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 13.7% of source-year revenue.

2015 filings • NTEE T • $10M-$25M nonprofits • Source year 2015

Asset Growth

38th percentile

-1.5%

Faster asset growth than 38% of similar nonprofits.

2015 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

22nd percentile

-49%

Faster revenue growth than 22% of similar nonprofits.

2015 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$12,887,461

Down $198,811 (-1.5%) from 2014

Net Assets

Down

$12,887,461

Down $198,811 (-1.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin28th percentile

Revenue

Down

$724,713

Down $685,844 (-49%) from 2014

Expenses

Up

$904,684

Up $69,766 (+8.4%) from 2014

Net Income

Down

-$179,971

Down $755,610 (-131%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$40M$30M$20M$10M$0Assets 2011: $12,693,370Liabilities 2011: $0Net Assets 2011: $12,693,3702011Assets 2012: $12,793,788Liabilities 2012: $0Net Assets 2012: $12,793,7882012Assets 2013: $12,512,971Liabilities 2013: $02013Assets 2014: $13,086,272Liabilities 2014: $0Net Assets 2014: $13,086,2722014Assets 2015: $12,887,461Liabilities 2015: $0Net Assets 2015: $12,887,4612015Assets 2017: $11,976,555Liabilities 2017: $0Net Assets 2017: $11,976,5552017Assets 2019: $11,979,912Liabilities 2019: $02019Assets 2020: $11,245,815Liabilities 2020: $0Net Assets 2020: $11,245,8152020Assets 2021: $28,730,954Liabilities 2021: $0Net Assets 2021: $28,730,9542021Assets 2022: $22,987,830Liabilities 2022: $0Net Assets 2022: $22,987,8302022Assets 2023: $26,841,211Liabilities 2023: $0Net Assets 2023: $26,841,2112023Assets 2024: $29,760,312Liabilities 2024: $250,000Net Assets 2024: $29,510,3122024Assets 2025: $31,551,754Liabilities 2025: $0Net Assets 2025: $31,551,7542025

Highlighted filing

2015

Assets$12,887,461
Liabilities$0
Net Assets$12,887,461
Open 2015 Filing

Operations Trend

Revenue Growth22nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $874,637Expenses 2011: $735,035Net Income 2011: $139,6022011Expenses 2012: $704,7552012Revenue 2013: $525,684Expenses 2013: $806,921Net Income 2013: -$281,2372013Revenue 2014: $1,410,557Expenses 2014: $834,918Net Income 2014: $575,6392014Revenue 2015: $724,713Expenses 2015: $904,684Net Income 2015: -$179,9712015Revenue 2017: $316,314Expenses 2017: $1,034,371Net Income 2017: -$718,0572017Revenue 2019: $725,938Expenses 2019: $1,171,234Net Income 2019: -$445,2962019Revenue 2020: $429,551Expenses 2020: $1,158,652Net Income 2020: -$729,1012020Revenue 2021: $522,849Expenses 2021: $1,134,370Net Income 2021: -$611,5212021Revenue 2022: $1,199,797Expenses 2022: $1,372,609Net Income 2022: -$172,8122022Revenue 2023: $1,845,383Expenses 2023: $1,394,057Net Income 2023: $451,3262023Revenue 2024: $1,778,798Expenses 2024: $1,575,244Net Income 2024: $203,5542024Revenue 2025: $2,507,300Expenses 2025: $1,750,807Net Income 2025: $756,4932025

Highlighted filing

2015

Revenue$724,713
Expenses$904,684
Net Income-$179,971
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 9, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wells Fargo Bank NACo TrusteeFT$99,598-$99,598
Robert C HayesCo-Trustee-$12,242-$12,242
William C Cannon JrCo-Trustee-$12,242-$12,242
Joseph C HunterCo-Trustee-$12,242-$12,242
Edwin OutenCo-Trustee-$12,242-$12,242
Filing and Contact Details

Filer

Filer Name
C a Cannon Char Trust No 3
EIN
58-1360259
Phone
7042622347
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Co -Trustee
Phone
7042622347
Signed
2016-08-09
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2259156R108 METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24637071101 NATIONAL OILWELL INC
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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,887,461
Liabilities
$0
Net assets
$12,887,461
Revenue
$724,713
Expenses
$904,684
Net income
-$179,971
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$31.6$0.00$31.6$2.51$1.75$0.76
2024Detailed filing. Detailed filing data is available for this year.$29.8$0.25$29.5$1.78$1.58$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.8$0.00$26.8$1.85$1.39$0.45
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.0$0.00$23.0$1.20$1.37$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.7$0.00$28.7$0.52$1.13$0.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.00$11.2$0.43$1.16$0.73
2019Summary only. Only limited summary data is available for this year.$12.0$0.00$0.73$1.17$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.00$12.0$0.32$1.03$0.72
2015Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.72$0.90$0.18
2014Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$1.41$0.83$0.58
2013Summary only. Only limited summary data is available for this year.$12.5$0.00$0.53$0.81$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$0.00$12.8$0.70
2011Summary only. Only limited summary data is available for this year.$12.7$0.00$12.7$0.87$0.74$0.14