Civic Intelligence

Doctor Grover C Dale Chartitable Trust

990 • Fiscal year 2016 • EIN 58-1792143

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileN/A
PO Box 6506Raleigh, NC 27628-6506

(919) 787-2021

Siviq Scores

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

Liabilities / Assets

34th percentile

0.03x

Higher debt load relative to assets than 34% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

91st percentile

2.60x

Higher debt load relative to revenue than 91% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

2nd percentile

-186%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

62nd percentile

5.0%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

69th percentile

12%

Faster revenue growth than 69% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$1,793,755

Up $84,781 (+5.0%) from 2015

Net Assets

Up

$1,741,313

Up $83,261 (+5.0%) from 2015

Liabilities

Up

$52,442

Up $1,520 (+3.0%) from 2015

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin2nd percentile

Revenue

Up

$20,166

Up $2,228 (+12%) from 2015

Expenses

Up

$57,660

Up $1,558 (+2.8%) from 2015

Net Income

Up

-$37,494

Up $670 (+1.8%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,219,286Liabilities 2010: $36,019Net Assets 2010: $1,183,2672010Assets 2011: $1,189,052Liabilities 2011: $38,288Net Assets 2011: $1,150,7642011Assets 2012: $1,301,490Liabilities 2012: $40,006Net Assets 2012: $1,261,4842012Assets 2013: $1,642,225Liabilities 2013: $41,229Net Assets 2013: $1,600,9962013Assets 2014: $1,745,130Liabilities 2014: $46,833Net Assets 2014: $1,698,2972014Assets 2015: $1,708,974Liabilities 2015: $50,922Net Assets 2015: $1,658,0522015Assets 2016: $1,793,755Liabilities 2016: $52,442Net Assets 2016: $1,741,3132016Assets 2017: $2,073,608Liabilities 2017: $57,122Net Assets 2017: $2,016,4862017Assets 2018: $1,799,250Liabilities 2018: $58,015Net Assets 2018: $1,741,2352018Assets 2019: $2,275,964Liabilities 2019: $62,837Net Assets 2019: $2,213,1272019Assets 2020: $2,509,030Liabilities 2020: $67,692Net Assets 2020: $2,441,3382020Assets 2021: $2,882,210Liabilities 2021: $78,622Net Assets 2021: $2,803,5882021Assets 2022: $2,297,830Liabilities 2022: $76,821Net Assets 2022: $2,221,0092022Assets 2023: $2,631,876Liabilities 2023: $78,028Net Assets 2023: $2,553,8482023Assets 2024: $3,000,800Liabilities 2024: $78,028Net Assets 2024: $2,922,7722024

Highlighted filing

2016

Assets$1,793,755
Liabilities$52,442
Net Assets$1,741,313
Open 2016 Filing

Operations Trend

Revenue Growth69th percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $36,0192010Expenses 2011: $38,2882011Expenses 2012: $39,7062012Revenue 2013: $22,751Expenses 2013: $45,869Net Income 2013: -$23,1182013Revenue 2014: $20,162Expenses 2014: $51,708Net Income 2014: -$31,5462014Revenue 2015: $17,938Expenses 2015: $56,102Net Income 2015: -$38,1642015Revenue 2016: $20,166Expenses 2016: $57,660Net Income 2016: -$37,4942016Revenue 2017: $22,004Expenses 2017: $60,122Net Income 2017: -$38,1182017Revenue 2018: $28,649Expenses 2018: $61,015Net Income 2018: -$32,3662018Revenue 2019: $30,452Expenses 2019: $65,838Net Income 2019: -$35,3862019Revenue 2020: $26,123Expenses 2020: $70,692Net Income 2020: -$44,5692020Revenue 2021: $27,764Expenses 2021: $81,621Net Income 2021: -$53,8572021Revenue 2022: $25,993Expenses 2022: $80,570Net Income 2022: -$54,5772022Revenue 2023: $23,444Expenses 2023: $83,028Net Income 2023: -$59,5842023Revenue 2024: $39,450Expenses 2024: $94,863Net Income 2024: -$55,4132024

Highlighted filing

2016

Revenue$20,166
Expenses$57,660
Net Income-$37,494
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$20,166
Mission and Program Overview

Mission

To provide support for the masonic home for children at oxford and the masonic and eastern star home.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,708,271$1,792,062▲ $83,791
Cash and Non-Interest-Bearing Accounts$703$1,693▲ $990
Total Assets$1,708,974$1,793,755▲ $84,781
Liabilities
Other Liabilities$50,922$52,442▲ $1,520
Total Liabilities$50,922$52,442▲ $1,520
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,351,218$1,434,479▲ $83,261
Permanently Rstr Net Assets$306,834$306,834→ $0
Total Net Assets Fund Balance$1,658,052$1,741,313▲ $83,261
Total Liabilities and Net Assets / Fund Balance$1,708,974$1,793,755▲ $84,781
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Michael a FaulkenburyChairman
Dan C RiceMember-bod
Guy E Cline IiiMember-bod
Robert E Gresham JrMember-bod
William G MathisMember-bod
Leonard Y SafritMembor -bod
T Walton Clapp IiiSecretary
Lewis R LedfordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$20,166
Other Revenue
$0
Change in Net Assets
$-37,494

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,166
Revenue Not Reported on Form 990
$120,755
Total Revenue per Audited Statements
$140,921
Total Revenue per Form 990
$20,166
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$52,442
Other Expenses$5,218
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$52,442--$52,442
Fees for Services Accounting-$5,215-$5,215
Other Expenses-$3-$3
Total Functional Expenses$52,442$5,218$0$57,660

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$57,660
Total Expenses per Audited Statements$57,660
Total Expenses per Form 990$57,660
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Masonic Home for Children atOxford, NC501c3Supported Organizati$47,198
Masonic and Eastern Star Home ofGreensboro, NC501c3Supported Organizati$5,244
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Beneficiaries$52,442
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The organization provides a copy of the form 990 to its board of directors prior to the return being filed.”

Form 990, Page 6, Part VI, Line 12C

“The organization has a written conflict of interest policy and requires its board of directors and key employees to disclose annually that they are in compliance with this policy.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Dr Grover C Dale Charitable Trust
EIN
58-1792143
Phone
9197872021
Address
PO BOX 6506, RALEIGH, NC 27628-6506

Signing Officer

Name
T Walton Clapp Iii
Title
Secretary
Phone
9197872021
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
T Walton Clapp Iii
Formed
1987
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
A T Allen & Company Llp Cpas
Address
2245 GATEWAY ACCESS PT STE 201, RALEIGH, NC 27607
Preparer
Ronald G Pittman
Phone
9197817550
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The trust believes that it has appropriate support for any tax positions taken, and as such does not have any uncertain tax positions that are material to the financial statements.”

Raw XML Appendix398 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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IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0OXFORD 600 COLLEGE ST
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION OBTAINS FINANCIAL REPORTS AND OTHER INFORMATION TO CONFIRM THAT GRANT PURPOSES WERE ACHIEVED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt02
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES A COPY OF THE FORM 990 TO ITS BOARD OF DIRECTORS PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY AND REQUIRES ITS BOARD OF DIRECTORS AND KEY EMPLOYEES TO DISCLOSE ANNUALLY THAT THEY ARE IN COMPLIANCE WITH THIS POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MASONIC AND EASTERN STAR HOME OF NC
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt0600 COLLEGE ST
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OXFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1GREENSBORO
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01434479
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01708974
IRS990/TotalAssetsEOYAmt01793755
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05218
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt052442
IRS990/TotalFunctionalExpensesGrp/TotalAmt057660
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt052442
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IRS990/TotalProgramServiceExpensesAmt052442
IRS990/TotalRevenueGrp/ExclusionAmt020166
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt020166
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01793755
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0RALEIGH
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027628
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0T WALTON CLAPP III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09197872021
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR GROVER C DALE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DALE
ReturnHeader/Filer/EIN0581792143
ReturnHeader/Filer/PhoneNum09197872021
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6506
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
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ReturnHeader/Filer/USAddress/ZIPCd0276286506
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C0125F9421078ED98C3B00F48788C1FFF0A76CE9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C0125F9421078ED98C3B00F48788C1FFF0A76CE9
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560119050
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A T ALLEN & COMPANY LLP CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02245 GATEWAY ACCESS PT STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027607
ReturnHeader/PreparerPersonGrp/PhoneNum09197817550
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD G PITTMAN
ReturnHeader/ReturnTs02017-11-15T12:20:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,793,755
Liabilities
$52,442
Net assets
$1,741,313
Revenue
$20,166
Expenses
$57,660
Net income
-$37,494
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.00$0.08$2.92$0.04$0.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.63$0.08$2.55$0.02$0.08$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.30$0.08$2.22$0.03$0.08$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.88$0.08$2.80$0.03$0.08$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.51$0.07$2.44$0.03$0.07$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.28$0.06$2.21$0.03$0.07$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.06$1.74$0.03$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.07$0.06$2.02$0.02$0.06$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.79$0.05$1.74$0.02$0.06$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.71$0.05$1.66$0.02$0.06$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.75$0.05$1.70$0.02$0.05$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.64$0.04$1.60$0.02$0.05$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.04$1.26$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.04$1.15$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.04$1.18$0.04