Civic Intelligence

Moore & Van Allen Foundation Inc.

990PF • Fiscal year 2020 • EIN 58-1940952

Jan 01, 2020 to Dec 31, 2020 • Filed on May 14, 2021

100 North Tryon St Floor 47Charlotte, NC 28202-4003

(704) 331-1000

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

78th percentile

32%

Faster asset growth than 78% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

68th percentile

3.1%

Faster revenue growth than 68% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$16,303

Up $3,922 (+32%) from 2019

Net Assets

Up

$16,303

Up $3,922 (+32%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$21,040

Up $633 (+3.1%) from 2019

Expenses

Down

$17,118

Down $6,480 (-27%) from 2019

Net Income

Up

$3,922

Up $7,113 (+223%) from 2019

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $9,542Liabilities 2011: $02011Assets 2012: $7,818Liabilities 2012: $02012Assets 2013: $7,922Liabilities 2013: $02013Assets 2014: $2,782Liabilities 2014: $0Net Assets 2014: $2,7822014Assets 2015: $6,973Liabilities 2015: $0Net Assets 2015: $6,9732015Assets 2016: $6,677Liabilities 2016: $0Net Assets 2016: $6,6772016Assets 2017: $10,174Liabilities 2017: $0Net Assets 2017: $10,1742017Assets 2018: $15,572Liabilities 2018: $0Net Assets 2018: $15,5722018Assets 2019: $12,381Liabilities 2019: $0Net Assets 2019: $12,3812019Assets 2020: $16,303Liabilities 2020: $0Net Assets 2020: $16,3032020Assets 2021: $28,344Liabilities 2021: $0Net Assets 2021: $28,3442021Assets 2022: $31,539Liabilities 2022: $0Net Assets 2022: $31,5392022Assets 2023: $20,815Liabilities 2023: $0Net Assets 2023: $20,8152023Assets 2024: $17,659Liabilities 2024: $0Net Assets 2024: $17,6592024

Highlighted filing

2020

Assets$16,303
Liabilities$0
Net Assets$16,303

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $16,916Expenses 2011: $11,534Net Income 2011: $5,3822011Revenue 2012: $23,058Expenses 2012: $24,782Net Income 2012: -$1,7242012Revenue 2013: $29,137Expenses 2013: $29,033Net Income 2013: $1042013Revenue 2014: $20,815Expenses 2014: $25,955Net Income 2014: -$5,1402014Revenue 2015: $21,317Expenses 2015: $17,126Net Income 2015: $4,1912015Revenue 2016: $28,303Expenses 2016: $28,599Net Income 2016: -$2962016Revenue 2017: $47,597Expenses 2017: $44,100Net Income 2017: $3,4972017Revenue 2018: $22,998Expenses 2018: $17,600Net Income 2018: $5,3982018Revenue 2019: $20,407Expenses 2019: $23,598Net Income 2019: -$3,1912019Revenue 2020: $21,040Expenses 2020: $17,118Net Income 2020: $3,9222020Revenue 2021: $26,544Expenses 2021: $14,503Net Income 2021: $12,0412021Revenue 2022: $23,560Expenses 2022: $20,365Net Income 2022: $3,1952022Revenue 2023: $25,214Expenses 2023: $35,938Net Income 2023: -$10,7242023Revenue 2024: $100,190Expenses 2024: $103,346Net Income 2024: -$3,1562024

Highlighted filing

2020

Revenue$21,040
Expenses$17,118
Net Income$3,922
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 14, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERNEST W REIGELChairman And President-$0--
JAMES W HOVISVice Chrmn And Vice Pres-$0--
MICHAEL J GIMASecretary-$0--
MATTHEW F GILLESPIETreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHOMPSON CHILD AND FAMILY FOCUSFOR NEEDY CHILDREN AND FAMILIES.PCMATTHEWS, NC, US$17,118
Filing and Contact Details

Filer

Filer Name
Moore & Van Allen Foundation Inc
EIN
58-1940952
Phone
7043311000
Address
100 NORTH TRYON ST FLOOR 47, CHARLOTTE, NC 28202-4003

Signing Officer

Name
Michael J Gima
Title
Secretary
Phone
7043312304
Signed
2021-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Llp
Address
201 S COLLEGE ST SUITE 2500, CHARLOTTE, NC 28244
Preparer
Michele N Melchior
Phone
7046323500
Raw XML Appendix271 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/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt022818
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016781
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt043311
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt028081
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017118
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016500
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0144176
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0127676
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL J GIMA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07043312304
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOORE & VAN ALLEN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MOOR
ReturnHeader/Filer/EIN0581940952
ReturnHeader/Filer/PhoneNum07043311000
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 NORTH TRYON ST FLOOR 47
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0282024003
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0366055558
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT THORNTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 S COLLEGE ST SUITE 2500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028244
ReturnHeader/PreparerPersonGrp/PhoneNum07046323500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELE N MELCHIOR
ReturnHeader/ReturnTs02021-05-14T10:02:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GIMA
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.00$1.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.25$0.36$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.24$0.20$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.27$0.15$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.21$0.17$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.20$0.24$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.23$0.18$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.48$0.44$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.28$0.29$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.21$0.17$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.21$0.26$0.05
2013Summary only. Only limited summary data is available for this year.$0.08$0.00$0.29$0.29$0.00
2012Summary only. Only limited summary data is available for this year.$0.08$0.00$0.23$0.25$0.02
2011Summary only. Only limited summary data is available for this year.$0.10$0.00$0.17$0.12$0.05