Civic Intelligence

L Jack & Ella Shaw Spiers Foundation

990PF • Fiscal year 2015 • EIN 58-2241078

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 05, 2016

Organization Profile
424 Hempstead PlaceCharlotte, NC 28207

(561) 364-5936

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

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

2015 filings • NTEE T • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

77th percentile

0.00x

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

2015 filings • NTEE T • $500k-$1M nonprofits • Source year 2015

Net Margin

24th percentile

-64%

Higher net margin than 24% of similar nonprofits.

2015 filings • NTEE T • $500k-$1M nonprofits • Source year 2015

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.

2015 filings • NTEE T • $500k-$1M nonprofits • Source year 2015

Asset Growth

35th percentile

-3.0%

Faster asset growth than 35% of similar nonprofits.

2015 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

28th percentile

-34%

Faster revenue growth than 28% of similar nonprofits.

2015 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$925,170

Down $28,973 (-3.0%) from 2014

Net Assets

$925,170

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin24th percentile

Revenue

Down

$49,678

Down $25,969 (-34%) from 2014

Expenses

Down

$81,682

Down $338 (-0.4%) from 2014

Net Income

Down

-$32,004

Down $25,631 (-402%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,053,460Liabilities 2010: $02010Assets 2011: $982,030Liabilities 2011: $0Net Assets 2011: $982,0302011Assets 2012: $975,611Liabilities 2012: $02012Assets 2013: $962,102Liabilities 2013: $12013Assets 2014: $954,143Liabilities 2014: $12014Assets 2015: $925,170Liabilities 2015: $0Net Assets 2015: $925,1702015Assets 2016: $887,369Liabilities 2016: $0Net Assets 2016: $887,3692016Assets 2017: $862,079Liabilities 2017: $0Net Assets 2017: $862,0792017Assets 2019: $827,617Liabilities 2019: $0Net Assets 2019: $827,6172019Assets 2020: $767,755Liabilities 2020: $0Net Assets 2020: $767,7552020Assets 2021: $729,430Liabilities 2021: $0Net Assets 2021: $729,4302021Assets 2022: $785,367Liabilities 2022: $0Net Assets 2022: $785,3672022Assets 2023: $707,372Liabilities 2023: $12023Assets 2024: $653,222Liabilities 2024: $30,999Net Assets 2024: $622,2232024

Highlighted filing

2015

Assets$925,170
Liabilities$0
Net Assets$925,170
Open 2015 Filing

Operations Trend

Revenue Growth28th percentile

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

$200K$100K$0-$100KRevenue 2010: $56,053Expenses 2010: $75,942Net Income 2010: -$19,8892010Expenses 2011: $90,4122011Revenue 2012: $65,901Expenses 2012: $71,801Net Income 2012: -$5,9002012Revenue 2013: $62,702Expenses 2013: $72,804Net Income 2013: -$10,1022013Revenue 2014: $75,647Expenses 2014: $82,020Net Income 2014: -$6,3732014Revenue 2015: $49,678Expenses 2015: $81,682Net Income 2015: -$32,0042015Revenue 2016: $40,385Expenses 2016: $78,558Net Income 2016: -$38,1732016Revenue 2017: $53,853Expenses 2017: $78,680Net Income 2017: -$24,8272017Revenue 2019: $23,225Expenses 2019: $80,757Net Income 2019: -$57,5322019Revenue 2020: $28,131Expenses 2020: $85,499Net Income 2020: -$57,3682020Revenue 2021: $56,091Expenses 2021: $95,551Net Income 2021: -$39,4602021Revenue 2022: $124,815Expenses 2022: $93,321Net Income 2022: $31,4942022Revenue 2023: $55,413Expenses 2023: $133,408Net Income 2023: -$77,9952023Revenue 2024: $31,909Expenses 2024: $117,058Net Income 2024: -$85,1492024

Highlighted filing

2015

Revenue$49,678
Expenses$81,682
Net Income-$32,004
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 5, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GRACE T GRASTYPres/Trustee-$0--
EVA JOHNSONVP/Director-$0--
Filing and Contact Details

Filer

Filer Name
L Jack & Ella Shaw Spiers Foundation
EIN
58-2241078
Phone
5613645936
Address
424 HEMPSTEAD PLACE, CHARLOTTE, NC 28207

Signing Officer

Name
Grace T Grasty
Title
President
Phone
7045949714
Signed
2016-07-05
Discuss with paid preparer
Yes

Preparer

Firm
Scharf Pera & Co Pllc
Address
4600 PARK ROAD STE 112, CHARLOTTE, NC 28209
Preparer
Michael Scharf
Phone
7043721167
Raw XML Appendix353 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0TD AMERITRADE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EVA JOHNSON
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0GRACE T GRASTY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0424 HEMPSTEAD PLACE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLOTTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028207
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07045949714
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2COMMUNITY ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MEDICAL FOUNDATION OF NORTH CAROLINA INC- TARC RESEARCH PROGRAM SUPPORT F
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MUSC - CHARLES DONOVAN SMITH III MD FELLOWHIP IN SURGICAL EDUCATION & RESE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE LEONARD AND MARJORIE WILLIAMS YMCA OF AVERY COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0208 W FRANKLIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt118 BEE STREET MSC 450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 707
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LINVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0275162520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1294254500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228646
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt058744
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt058744
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0714
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02937
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04249
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09156
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01256
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0714
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02937
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04249
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01256
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09156
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07900
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MGMT FEE - TD WATERHOUSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MGMT FEE - TD WATERHOUSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04411
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110715
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04411
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110715
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03031
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJ TO PRIOR YEAR
TaxesSchedule/TaxesDetail/Amt0192
TaxesSchedule/TaxesDetail/Amt1206
TaxesSchedule/TaxesDetail/Amt21240
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX ESTIMATED PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0192
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GRACE T GRASTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07045949714
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0L JACK & ELLA SHAW SPIERS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LJAC
ReturnHeader/Filer/EIN0582241078
ReturnHeader/Filer/PhoneNum05613645936
ReturnHeader/Filer/USAddress/AddressLine1Txt0424 HEMPSTEAD PLACE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028207
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562171449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHARF PERA & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04600 PARK ROAD STE 112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028209
ReturnHeader/PreparerPersonGrp/PhoneNum07043721167
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL SCHARF
ReturnHeader/ReturnTs02016-07-15T11:20:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$925,170
Liabilities
$0
Net assets
$925,170
Revenue
$49,678
Expenses
$81,682
Net income
-$32,004
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.65$0.03$0.62$0.03$0.12$0.09
2023Summary only. Only limited summary data is available for this year.$0.71$0.00$0.06$0.13$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.12$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.06$0.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.03$0.09$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.02$0.08$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$0.05$0.08$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.04$0.08$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.05$0.08$0.03
2014Summary only. Only limited summary data is available for this year.$0.95$0.00$0.08$0.08$0.01
2013Summary only. Only limited summary data is available for this year.$0.96$0.00$0.06$0.07$0.01
2012Summary only. Only limited summary data is available for this year.$0.98$0.00$0.07$0.07$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.09
2010Summary only. Only limited summary data is available for this year.$1.05$0.00$0.06$0.08$0.02