Civic Intelligence

Mildred Dulaney Foundation C/O Wells Fargo Bank Na Ifs Fid Tax Serv

990PF • Fiscal year 2018 • EIN 76-0615843

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 28, 2019

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

(512) 424-0126

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

53rd percentile

$35,058

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 15.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

61st percentile

3.6%

Faster asset growth than 61% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

39%

Faster revenue growth than 83% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$3,029,781

Up $104,422 (+3.6%) from 2017

Net Assets

Up

$3,029,781

Up $104,422 (+3.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin86th percentile

Revenue

Up

$234,166

Up $65,344 (+39%) from 2017

Expenses

Down

$142,941

Down $15,537 (-9.8%) from 2017

Net Income

Up

$91,225

Up $80,881 (+782%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,652,106Liabilities 2011: $02011Assets 2012: $2,569,354Liabilities 2012: $0Net Assets 2012: $2,569,3542012Assets 2013: $3,089,765Liabilities 2013: $0Net Assets 2013: $3,089,7652013Assets 2014: $3,100,566Liabilities 2014: $12014Assets 2015: $3,008,810Liabilities 2015: $0Net Assets 2015: $3,008,8102015Assets 2016: $2,915,074Liabilities 2016: $0Net Assets 2016: $2,915,0742016Assets 2017: $2,925,359Liabilities 2017: $0Net Assets 2017: $2,925,3592017Assets 2018: $3,029,781Liabilities 2018: $0Net Assets 2018: $3,029,7812018Assets 2019: $3,021,711Liabilities 2019: $0Net Assets 2019: $3,021,7112019Assets 2020: $3,029,242Liabilities 2020: $0Net Assets 2020: $3,029,2422020Assets 2021: $3,166,054Liabilities 2021: $0Net Assets 2021: $3,166,0542021Assets 2022: $3,070,731Liabilities 2022: $0Net Assets 2022: $3,070,7312022Assets 2023: $3,022,331Liabilities 2023: $12023

Highlighted filing

2018

Assets$3,029,781
Liabilities$0
Net Assets$3,029,781
Open 2018 Filing

Operations Trend

Revenue Growth83rd percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $283,018Expenses 2011: $220,866Net Income 2011: $62,1522011Expenses 2012: $156,1932012Revenue 2013: $643,869Expenses 2013: $125,080Net Income 2013: $518,7892013Revenue 2014: $168,634Expenses 2014: $130,335Net Income 2014: $38,2992014Revenue 2015: $46,628Expenses 2015: $149,113Net Income 2015: -$102,4852015Revenue 2016: $67,008Expenses 2016: $161,575Net Income 2016: -$94,5672016Revenue 2017: $168,822Expenses 2017: $158,478Net Income 2017: $10,3442017Revenue 2018: $234,166Expenses 2018: $142,941Net Income 2018: $91,2252018Revenue 2019: $150,464Expenses 2019: $152,835Net Income 2019: -$2,3712019Revenue 2020: $204,811Expenses 2020: $196,636Net Income 2020: $8,1752020Revenue 2021: $332,461Expenses 2021: $196,237Net Income 2021: $136,2242021Revenue 2022: $146,076Expenses 2022: $240,942Net Income 2022: -$94,8662022Revenue 2023: $170,028Expenses 2023: $215,503Net Income 2023: -$45,4752023

Highlighted filing

2018

Revenue$234,166
Expenses$142,941
Net Income$91,225
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 28, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$35,058-$35,058
OLIVER MCMAHANPresident And Director-$0--
CHARLES H DULANEYDirector-$0--
LESTER GIBSONDirector-$0--
SUE DAVISSecretary And Director-$0--
MAYOR WANDA CORNELLDirector-$0--
WILLIE HURTHDirector-$0--
TRACY ADLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mildred Dulaney Foundation
EIN
76-0615843
Phone
5124240126
Address
1525 W WT HARRIS BLVD MAC D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
Wells Fargo Bank Na
Title
Trustee
Phone
5124240126
Signed
2019-08-28
Discuss with paid preparer
Yes

Preparer

Firm
Jaynes Reitmeier Boyd & Therrell Pc
Address
5400 BOSQUE BLVD STE 600, WACO, TX 76710-4459
Preparer
Nancy a Livingston
Phone
2547764190
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt074645
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0159521
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0234166
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0234166
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01275
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0159521
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt08765
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt026293
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt035058
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt074645
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt074645
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt091225
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0992356
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0159521
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0205110
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt041
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt041
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02722
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06567
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0110040
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt029056
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0142941
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0234166
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0234166
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010040
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt029056
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt042941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0150908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1681927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1105629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt251713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1105629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt251713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0153087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1787556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt251713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WELLS FARGO STCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WELLS FARGO LTCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0159521
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt091225
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt013197
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03029781
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02925359
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03029781
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0162389
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0162389
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0162389
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0166491
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04102
IRS990PF/DistributableAmountGrp/TotalTaxAmt04102
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01030
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02252
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04102
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01030
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04102
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04102
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05132
IRS990PF/FMVAssetsEOYAmt03105984
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01207412
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01566664
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01716510
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01563640
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01270879
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01197236
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0154307
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0192238
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0192238
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02925359
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03029781
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03105984
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02925359
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03029781
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02925359
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03029781
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt02925359
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt03029781
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03380526
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0115125
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03265401
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt050708
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0166491
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03329818
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03380526
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt735058
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0OLIVER MCMAHAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHARLES H DULANEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LESTER GIBSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SUE DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MAYOR WANDA CORNELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5WILLIE HURTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6TRACY ADLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7WELLS FARGO BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT AND DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY AND DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,029,781
Liabilities
$0
Net assets
$3,029,781
Revenue
$234,166
Expenses
$142,941
Net income
$91,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.02$0.00$0.17$0.22$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.00$3.07$0.15$0.24$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.00$3.17$0.33$0.20$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.00$3.03$0.20$0.20$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.00$3.02$0.15$0.15$0.00
2018Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.23$0.14$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.17$0.16$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.00$2.92$0.07$0.16$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.05$0.15$0.10
2014Summary only. Only limited summary data is available for this year.$3.10$0.00$0.17$0.13$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.64$0.13$0.52
2012Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.16
2011Summary only. Only limited summary data is available for this year.$2.65$0.00$0.28$0.22$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • $1M-$5M nonprofits