Civic Intelligence

Peyton Samuel Head Family Trust

990PF • Fiscal year 2015 • EIN 61-6183556

Jan 01, 2015 to Dec 31, 2015 • Filed on May 26, 2016

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

(855) 739-2922

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

7th percentile

-85%

Higher net margin than 7% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

39th percentile

$70,116

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 27.4% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

28th percentile

-3.1%

Faster asset growth than 28% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

8th percentile

-52%

Faster revenue growth than 8% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$6,807,534

Down $214,606 (-3.1%) from 2014

Net Assets

$6,807,534

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin7th percentile

Revenue

Down

$256,328

Down $273,581 (-52%) from 2014

Expenses

Down

$473,821

Down $28,807 (-5.7%) from 2014

Net Income

Down

-$217,493

Down $244,774 (-897%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,800,595Liabilities 2011: $02011Assets 2012: $6,700,218Liabilities 2012: $02012Assets 2013: $6,996,165Liabilities 2013: $02013Assets 2014: $7,022,140Liabilities 2014: $02014Assets 2015: $6,807,534Liabilities 2015: $0Net Assets 2015: $6,807,5342015Assets 2017: $6,900,003Liabilities 2017: $0Net Assets 2017: $6,900,0032017Assets 2018: $6,598,446Liabilities 2018: $0Net Assets 2018: $6,598,4462018Assets 2019: $6,578,492Liabilities 2019: $02019Assets 2020: $6,819,545Liabilities 2020: $0Net Assets 2020: $6,819,5452020Assets 2021: $6,833,057Liabilities 2021: $0Net Assets 2021: $6,833,0572021Assets 2022: $6,372,537Liabilities 2022: $0Net Assets 2022: $6,372,5372022Assets 2023: $6,242,357Liabilities 2023: $0Net Assets 2023: $6,242,3572023Assets 2024: $6,562,301Liabilities 2024: $0Net Assets 2024: $6,562,3012024

Highlighted filing

2015

Assets$6,807,534
Liabilities$0
Net Assets$6,807,534
Open 2015 Filing

Operations Trend

Revenue Growth8th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $458,109Expenses 2011: $392,987Net Income 2011: $65,1222011Revenue 2012: $350,867Expenses 2012: $451,230Net Income 2012: -$100,3632012Revenue 2013: $750,828Expenses 2013: $460,081Net Income 2013: $290,7472013Revenue 2014: $529,909Expenses 2014: $502,628Net Income 2014: $27,2812014Revenue 2015: $256,328Expenses 2015: $473,821Net Income 2015: -$217,4932015Revenue 2017: $319,860Expenses 2017: $468,626Net Income 2017: -$148,7662017Revenue 2018: $348,819Expenses 2018: $471,332Net Income 2018: -$122,5132018Revenue 2019: $458,920Expenses 2019: $474,886Net Income 2019: -$15,9662019Revenue 2020: $792,658Expenses 2020: $537,045Net Income 2020: $255,6132020Revenue 2021: $585,186Expenses 2021: $573,078Net Income 2021: $12,1082021Revenue 2022: $166,290Expenses 2022: $626,880Net Income 2022: -$460,5902022Revenue 2023: $471,737Expenses 2023: $589,000Net Income 2023: -$117,2632023Revenue 2024: $909,500Expenses 2024: $591,571Net Income 2024: $317,9292024

Highlighted filing

2015

Revenue$256,328
Expenses$473,821
Net Income-$217,493
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 26, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANKTrusteeFT$70,116-$70,116
JOSEPH W HALL IIIAdvisor-$6,004-$6,004
LANE A RICHIEAdvisor-$6,003-$6,003
LOUISA M GAINESAdvisor-$6,003-$6,003
Filing and Contact Details

Filer

Filer Name
Louise Head Duncan Tr Uw
EIN
61-6183556
Phone
8557392922
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Trustee
Phone
8557392922
Signed
2016-05-26
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29H0023R105 ACE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3000724F101 ADOBE SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3100817Y108 AETNA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32015351109 ALEXION PHARMACEUTIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33G0176J109 ALLEGION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34G0177J108 ALLERGAN PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3702079K305 ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38260543103 DOW CHEMICAL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4126884L109 EQT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4230303M102 FACEBOOK INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53444859102 HUMANA INC
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Filings

Displayed year

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

Open filing
Assets
$6,807,534
Liabilities
$0
Net assets
$6,807,534
Revenue
$256,328
Expenses
$473,821
Net income
-$217,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.91$0.59$0.32
2023Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.47$0.59$0.12
2022Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.17$0.63$0.46
2021Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.59$0.57$0.01
2020Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.79$0.54$0.26
2019Summary only. Only limited summary data is available for this year.$6.58$0.00$0.46$0.47$0.02
2018Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.35$0.47$0.12
2017Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.32$0.47$0.15
2015Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.26$0.47$0.22
2014Summary only. Only limited summary data is available for this year.$7.02$0.00$0.53$0.50$0.03
2013Summary only. Only limited summary data is available for this year.$7.00$0.00$0.75$0.46$0.29
2012Summary only. Only limited summary data is available for this year.$6.70$0.00$0.35$0.45$0.10
2011Summary only. Only limited summary data is available for this year.$6.80$0.00$0.46$0.39$0.07