Civic Intelligence

William Carey University Development Foundation

990EZ • Fiscal year 2014 • EIN 64-0656856

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 13, 2014

Organization ProfileN/A
498 Tuscan Avenue Campus Box 2Hattiesburg, MS 39401

(601) 318-6193

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

97th percentile

80%

Higher net margin than 97% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

57th percentile

5.9%

Faster asset growth than 57% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

29th percentile

-13%

Faster revenue growth than 29% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$496,716

Up $27,811 (+5.9%) from 2013

Net Assets

Up

$496,716

Up $27,811 (+5.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin97th percentile

Revenue

Down

$24,690

Down $3,631 (-13%) from 2013

Expenses

Up

$4,989

Up $208 (+4.4%) from 2013

Net Income

Down

$19,701

Down $3,839 (-16%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$600K$400K$200K$0Assets 2011: $474,012Net Assets 2011: $474,0122011Assets 2012: $459,224Liabilities 2012: $0Net Assets 2012: $459,2242012Assets 2013: $468,905Liabilities 2013: $0Net Assets 2013: $468,9052013Assets 2014: $496,716Liabilities 2014: $0Net Assets 2014: $496,7162014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2014

Assets$496,716
Liabilities$0
Net Assets$496,716
Open 2014 Filing

Operations Trend

Revenue Growth29th percentile

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

$30K$20K$10K$0Revenue 2011: $17,749Expenses 2011: $4,569Net Income 2011: $13,1802011Expenses 2012: $5,4152012Revenue 2013: $28,321Expenses 2013: $4,781Net Income 2013: $23,5402013Revenue 2014: $24,690Expenses 2014: $4,989Net Income 2014: $19,7012014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015

Highlighted filing

2014

Revenue$24,690
Expenses$4,989
Net Income$19,701
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 13, 2014
Return Version
2013v3.0
Gross Receipts
$125,235
Mission and Program Overview

Mission

Investment of donor funds, the income of which is used for scholarships and other programs for william carey university.

Program Services

DescriptionGrantsExpenses
NO PROGRAM SERVICE EXPENSES IN THE CURRENT YEAR$0$0
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MR JIM BRASWELLTrustee-$0--
MR STAN BURTONTrustee-$0--
MR ODEAN BUSBYTrustee-$0--
MR TED CANNONTrustee-$0--
DR HUGH DICKENSTrustee-$0--
DR JULES EUSTICETrustee-$0--
DR JOSEPH D FAILTrustee-$0--
MR GLENN GALEYTrustee-$0--
MR GARY GORDONTrustee-$0--
DR ERIC LINDSTROMTrustee-$0--
DR KERMIT MCGREGORTrustee-$0--
DR DAVID MILLICANTrustee-$0--
Filing and Contact Details

Filer

EIN
64-0656856
Phone
6013186193

Signing Officer

Name
Grant Guthrie
Title
CFO/VP Bus Affairs
Phone
6013186193
Signed
2014-11-13
Discuss with paid preparer
Yes

Preparer

Preparer
Susan a Riley CPA
Phone
6012643519
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 11,784.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: fiduciary fees. Amount: 4,989.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: distributions to wcu. Amount: -9,447. Description: net unrealized gains and losses on investments. Amount: 17,557. Total to form 990-ez, line 20: 8,110.”

Raw XML Appendix189 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DR JULES EUSTICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DR JOSEPH D FAIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MR GLENN GALEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MR GARY GORDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DR ERIC LINDSTROM
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11DR DAVID MILLICAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt08110
IRS990EZ/OtherExpensesTotalAmt04989
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0INVESTMENT OF DONOR FUNDS, THE INCOME OF WHICH IS USED FOR SCHOLARSHIPS AND OTHER PROGRAMS FOR WILLIAM CAREY UNIVERSITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NO PROGRAM SERVICE EXPENSES IN THE CURRENT YEAR
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IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt024690
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0640329300
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt09447
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10WILLIAM CAREY UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt09447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 11,784.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FIDUCIARY FEES. AMOUNT: 4,989.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DISTRIBUTIONS TO WCU. AMOUNT: -9,447. DESCRIPTION: NET UNREALIZED GAINS AND LOSSES ON INVESTMENTS. AMOUNT: 17,557. TOTAL TO FORM 990-EZ, LINE 20: 8,110.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GRANT GUTHRIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO/VP BUS AFFAIRS
ReturnHeader/BusinessOfficerGrp/PhoneNum06013186193
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10WILLIAM CAREY UNIVERSITY DEVELOPMENT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0640656856
ReturnHeader/Filer/PhoneNum06013186193
ReturnHeader/Filer/USAddress/AddressLine10498 TUSCAN AVENUE CAMPUS BOX 2
ReturnHeader/Filer/USAddress/City0HATTIESBURG
ReturnHeader/Filer/USAddress/State0MS
ReturnHeader/Filer/USAddress/ZIPCode039401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205857627
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10NICHOLSON & COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10P O DRAWER 15099
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HATTIESBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0394045099
ReturnHeader/PreparerPersonGrp/PhoneNum06012643519
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN A RILEY CPA
ReturnHeader/ReturnTs02014-11-13T16:54:40-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$496,716
Liabilities
$0
Net assets
$496,716
Revenue
$24,690
Expenses
$4,989
Net income
$19,701
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.25$0.05$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.69$0.00$4.69$0.28$0.05$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.59$0.00$4.59$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.74$4.74$0.18$0.05$0.13