Civic Intelligence

Melba Bayers Meyer Char Tr

990PF • Fiscal year 2015 • EIN 65-6192782

Jun 01, 2014 to May 31, 2015 • Filed on Sep 11, 2015

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

9th percentile

-54%

Higher net margin than 9% of similar nonprofits.

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

Top Officer Pay

41st percentile

$78,791

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 29.2% of source-year revenue.

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

Asset Growth

34th percentile

-2.2%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

4th percentile

-70%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$6,254,441

Down $143,087 (-2.2%) from 2014

Net Assets

Down

$6,254,441

Down $143,087 (-2.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin9th percentile

Revenue

Down

$269,676

Down $640,366 (-70%) from 2014

Expenses

Up

$415,451

Up $51,301 (+14%) from 2014

Net Income

Down

-$145,775

Down $691,667 (-127%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $5,879,012Liabilities 2012: $0Net Assets 2012: $5,879,0122012Assets 2013: $5,852,834Liabilities 2013: $0Net Assets 2013: $5,852,8342013Assets 2014: $6,397,528Liabilities 2014: $0Net Assets 2014: $6,397,5282014Assets 2015: $6,254,441Liabilities 2015: $0Net Assets 2015: $6,254,4412015Assets 2016: $6,102,374Liabilities 2016: $0Net Assets 2016: $6,102,3742016Assets 2017: $5,894,262Liabilities 2017: $0Net Assets 2017: $5,894,2622017Assets 2019: $5,741,962Liabilities 2019: $0Net Assets 2019: $5,741,9622019Assets 2020: $5,668,725Liabilities 2020: $02020Assets 2021: $5,715,329Liabilities 2021: $0Net Assets 2021: $5,715,3292021Assets 2022: $5,444,862Liabilities 2022: $0Net Assets 2022: $5,444,8622022Assets 2023: $5,269,498Liabilities 2023: $12023Assets 2024: $5,055,092Liabilities 2024: $12024Assets 2025: $5,202,000Liabilities 2025: $0Net Assets 2025: $5,202,0002025

Highlighted filing

2015

Assets$6,254,441
Liabilities$0
Net Assets$6,254,441
Open 2015 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.0M$500K$0-$500KExpenses 2012: $305,5682012Expenses 2013: $393,9592013Revenue 2014: $910,042Expenses 2014: $364,150Net Income 2014: $545,8922014Revenue 2015: $269,676Expenses 2015: $415,451Net Income 2015: -$145,7752015Revenue 2016: $253,990Expenses 2016: $406,237Net Income 2016: -$152,2472016Revenue 2017: $165,844Expenses 2017: $372,766Net Income 2017: -$206,9222017Revenue 2019: $353,456Expenses 2019: $380,122Net Income 2019: -$26,6662019Revenue 2020: $290,762Expenses 2020: $374,977Net Income 2020: -$84,2152020Revenue 2021: $458,519Expenses 2021: $399,586Net Income 2021: $58,9332021Revenue 2022: $112,568Expenses 2022: $380,733Net Income 2022: -$268,1652022Revenue 2023: $238,969Expenses 2023: $417,266Net Income 2023: -$178,2972023Revenue 2024: $171,396Expenses 2024: $386,956Net Income 2024: -$215,5602024Revenue 2025: $533,326Expenses 2025: $386,570Net Income 2025: $146,7562025

Highlighted filing

2015

Revenue$269,676
Expenses$415,451
Net Income-$145,775
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Sep 11, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wells Fargo Bank NATrusteeFT$78,791-$78,791
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBaptist Health Care FoundationLAKEVIEW FACILITYPCPensacola, FL, US$100,000
Paid GrantARC Gateway IncPEARL NELSON CHILDPCPensacola, FL, US$25,000
Paid GrantUnited Ministries IncCHILDREN'S CAMPSPCPensacola, FL, US$25,000
Paid GrantFavorhouse of NW Florida IncDOMESTIC VIOLENCE SHELTERPCPensacola, FL, US$20,000
Paid GrantCreative Learning AcademyONGOING SUPPORTPCPensacola, FL, US$18,876
Paid GrantEscambia County Public Schools FdnSCHOLARSHIPSPCPensacola, FL, US$17,200
Paid GrantPensacola Mess HallGENERAL PURPOSEPCPensacola, FL, US$15,000
Paid GrantBallet Pensacola IncGENERAL PURPOSEPCPensacola, FL, US$10,000
Paid GrantCatholic School Services of BaldwinGENERAL PURPOSEPCRobersdale, AL, US$10,000
Paid GrantGreater Pensacola SymphonyGENERAL PURPOSEPCPensacola, FL, US$10,000
Paid GrantGulf Coast KidsGENERAL PURPOSEPCPensacola, FL, US$10,000
Paid GrantPensacola Museum of ArtGENERAL PURPOSEPCPensacola, FL, US$10,000
Paid GrantEvery Child A ReaderPROJECT READYPCPensacola, FL, US$10,000
Paid GrantBig Brothers Big Sisters NW FL IncGENERALPCPensacola, FL, US$10,000
Paid GrantBoggy Creek GangGENERAL PURPOSEPCPensacola, FL, US$5,000
Paid GrantNorth Baldwin Animal ServicesGENERAL PURPOSEPCBay Minette, AL, US$5,000
Paid GrantAlzheimers Family Services IncGENERAL PURPOSEPCPensacola, FL, US$2,000
Filing and Contact Details

Filer

Filer Name
Mb Meyer Charitable Tr
EIN
65-6192782
Phone
8557392922
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Trustee
Phone
8557392922
Signed
2015-09-11
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11122544R305 CREDIT SUISSE COMM R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112247361702 DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113260543103 DOW CHEMICAL CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115277923728 EATON VANCE GLOBAL M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11630303M102 FACEBOOK INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14104314H600 ARTISAN MID CAP FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm145285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14638143H381 GOLDMAN SACHS COMM S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm147416515104 HARTFORD FINANCIAL S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14858933Y105 MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm149589509207 MERGER FUND-INST #30
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15064128R608 NEUBERGER BERMAN LON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151683974604 OPPENHEIMER DEVELOPI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15272348P104 PINNACLE FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15383088M102 SKYWORKS SOLUTIONS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm154848574109 SPIRIT AEROSYTSEMS H
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15588164L100 TESSERA TECHNOLOGIES
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0148234
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0303076
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0148043
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0148234
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-145775
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02484221
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0208408
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0415451
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt061077
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0112375
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102013-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122013-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142010-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182007-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192008-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202009-06-03

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Filings

Displayed year

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

Open filing
Assets
$6,254,441
Liabilities
$0
Net assets
$6,254,441
Revenue
$269,676
Expenses
$415,451
Net income
-$145,775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.20$0.00$5.20$0.53$0.39$0.15
2024Summary only. Only limited summary data is available for this year.$5.06$0.00$0.17$0.39$0.22
2023Summary only. Only limited summary data is available for this year.$5.27$0.00$0.24$0.42$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.44$0.00$5.44$0.11$0.38$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.72$0.00$5.72$0.46$0.40$0.06
2020Summary only. Only limited summary data is available for this year.$5.67$0.00$0.29$0.37$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.74$0.00$5.74$0.35$0.38$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$0.00$5.89$0.17$0.37$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.10$0.00$6.10$0.25$0.41$0.15
2015Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.27$0.42$0.15
2014Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.91$0.36$0.55
2013Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.39
2012Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.31