Civic Intelligence

John William Pope Foundation

990PF • Fiscal year 2023 • EIN 58-1691765

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 19, 2024

4601 Six Forks Road Suite 300Raleigh, NC 27609

(919) 861-6445

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

9th percentile

0.00x

Higher debt load relative to revenue than 9% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

3rd percentile

-192%

Higher net margin than 3% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

40th percentile

$302,693

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

7th percentile

-7.8%

Faster asset growth than 7% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

85th percentile

35%

Faster revenue growth than 85% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Assets

Down

$131,459,944

Down $11,148,713 (-7.8%) from 2022

Net Assets

Down

$131,459,944

Down $11,148,713 (-7.8%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue

Up

$5,809,394

Up $1,519,779 (+35%) from 2022

Expenses

Up

$16,958,498

Up $915,165 (+5.7%) from 2022

Net Income

Up

-$11,149,104

Up $604,614 (+5.1%) from 2022

Historical Trend

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2012: $131,409,655Liabilities 2012: $02012Assets 2013: $130,228,075Liabilities 2013: $02013Assets 2014: $127,934,445Liabilities 2014: $02014Assets 2015: $168,268,759Liabilities 2015: $02015Assets 2016: $172,937,245Liabilities 2016: $0Net Assets 2016: $172,937,2452016Assets 2017: $165,699,433Liabilities 2017: $0Net Assets 2017: $165,699,4332017Assets 2018: $162,332,323Liabilities 2018: $12,000Net Assets 2018: $162,320,3232018Assets 2019: $158,120,117Liabilities 2019: $0Net Assets 2019: $158,120,1172019Assets 2020: $154,563,420Liabilities 2020: $1Net Assets 2020: $154,563,4202020Assets 2021: $154,362,375Liabilities 2021: $1Net Assets 2021: $154,362,3752021Assets 2022: $142,608,657Liabilities 2022: $1Net Assets 2022: $142,608,6572022Assets 2023: $131,459,944Liabilities 2023: $1Net Assets 2023: $131,459,9442023Assets 2024: $128,705,915Liabilities 2024: $0Net Assets 2024: $128,705,9152024

Highlighted filing

2023

Assets$131,459,944
Liabilities$1
Net Assets$131,459,944

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2012: $3,781,931Expenses 2012: $10,173,720Net Income 2012: -$6,391,7892012Revenue 2013: $9,373,410Expenses 2013: $10,554,990Net Income 2013: -$1,181,5802013Revenue 2014: $5,890,684Expenses 2014: $8,475,852Net Income 2014: -$2,585,1682014Revenue 2015: $50,855,270Expenses 2015: $10,355,507Net Income 2015: $40,499,7632015Revenue 2016: $15,941,873Expenses 2016: $11,273,387Net Income 2016: $4,668,4862016Revenue 2017: $5,238,985Expenses 2017: $12,476,797Net Income 2017: -$7,237,8122017Revenue 2018: $11,815,345Expenses 2018: $14,081,877Net Income 2018: -$2,266,5322018Revenue 2019: $7,827,537Expenses 2019: $12,027,743Net Income 2019: -$4,200,2062019Revenue 2020: $9,049,085Expenses 2020: $12,605,782Net Income 2020: -$3,556,6972020Revenue 2021: $13,295,527Expenses 2021: $13,546,572Net Income 2021: -$251,0452021Revenue 2022: $4,289,615Expenses 2022: $16,043,333Net Income 2022: -$11,753,7182022Revenue 2023: $5,809,394Expenses 2023: $16,958,498Net Income 2023: -$11,149,1042023Revenue 2024: $13,979,879Expenses 2024: $16,733,957Net Income 2024: -$2,754,0782024

Highlighted filing

2023

Revenue$5,809,394
Expenses$16,958,498
Net Income-$11,149,104
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 19, 2024
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN M HOODPresidentFT$275,938$26,755$302,693
IRIS TURNERAssistant Secretary/TreasurerPT$53,292-$53,292
DAVID M STOVERBoard MemberPT$25,000-$25,000
MICHAEL SMITHBoard Member-$25,000-$25,000
MICHAEL MCKNIGHTBoard Member-$25,000-$25,000
JAMES ARTHUR POPEChairmanPT$0--
AMANDA J POPEVice Chairman-$0--
JOYCE L POPEBoard MemberPT$0--
EARLE POPEBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
John William Pope Foundation
EIN
58-1691765
Phone
9198616445
Address
4601 SIX FORKS ROAD SUITE 300, RALEIGH, NC 27609

Signing Officer

Name
James Arthur Pope
Title
Chairman
Phone
9198616445
Signed
2024-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Batchelor Tillery & Roberts Llp
Address
3605 GLENWOOD AVENUE SUITE 350, RALEIGH, NC 27612
Preparer
Ronald a Batchelor
Phone
9197878212
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt02748514
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0950874
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0929540
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/RelatedOrExemptFunctionIncmAmt0119553
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0945466
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05574394
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0119553
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05693947
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02139
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt08556
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010695
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0950874
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0382438
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt021791
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0404229
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt015686414
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt015686414
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt044533
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt044533
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02748514
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02748514
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-11149104
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0235000
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0235000
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt028220663
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0929540
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0929540
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0950874
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05447299
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0119553
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt052319
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt01982
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt054301
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0132705
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0132705
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt030604
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0282204
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0312808
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0945466
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0945466
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0110595
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0397
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0110992
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt045909
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt01348
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt047257
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt026316
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01284
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0102600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt016521162
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0362095
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt016958498
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05809394
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05809394
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0834748
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0362095
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01272084
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt051723
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt051964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05378053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt161500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2352294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt36859368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt415647336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0294034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29672
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-16518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-365076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-518768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61547530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0294034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29672
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-16518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-365076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-518768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61547530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05672087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt161500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2361966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt36842850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt415282260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VANGUARD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1T.D. AMERITRADE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2T.D. AMERITRADE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3U.S. TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4U.S. TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FINANCIAL ASCENT TE LIMITED PARTNERSHIP K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6FINANCIAL ASCENT TE LIMITED PARTNERSHIP K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0950874
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-535286
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-11149104
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0391
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0131459944
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0142608657
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0131459944
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08379917
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08379526
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08379917

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