Civic Intelligence

The Mommsen Foundation

990PF • Fiscal year 2014 • EIN 77-0549283

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 09, 2015

329 Deer Mountain RoadPittsboro, NC 27312

(919) 942-8380

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2014 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

85th percentile

0.00x

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

2014 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2014

Net Margin

16th percentile

-76%

Higher net margin than 16% of similar nonprofits.

2014 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2014 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2014

Asset Growth

8th percentile

-13%

Faster asset growth than 8% of similar nonprofits.

2014 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

53rd percentile

14%

Faster revenue growth than 53% of similar nonprofits.

2014 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Down

$641,695

Down $99,299 (-13%) from 2013

Net Assets

Down

$641,695

Down $99,299 (-13%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$131,061

Up $15,605 (+14%) from 2013

Expenses

Up

$230,360

Up $89,145 (+63%) from 2013

Net Income

Down

-$99,299

Down $73,540 (-285%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,016,879Liabilities 2010: $0Net Assets 2010: $1,016,8792010Assets 2011: $931,755Liabilities 2011: $0Net Assets 2011: $931,7552011Assets 2012: $766,753Liabilities 2012: $0Net Assets 2012: $766,7532012Assets 2013: $740,994Liabilities 2013: $0Net Assets 2013: $740,9942013Assets 2014: $641,695Liabilities 2014: $0Net Assets 2014: $641,6952014Assets 2015: $806,410Liabilities 2015: $0Net Assets 2015: $806,4102015Assets 2016: $795,386Liabilities 2016: $0Net Assets 2016: $795,3862016Assets 2017: $770,774Liabilities 2017: $0Net Assets 2017: $770,7742017Assets 2018: $768,646Liabilities 2018: $0Net Assets 2018: $768,6462018Assets 2019: $807,376Liabilities 2019: $0Net Assets 2019: $807,3762019Assets 2020: $728,674Liabilities 2020: $0Net Assets 2020: $728,6742020Assets 2021: $693,627Liabilities 2021: $0Net Assets 2021: $693,6272021Assets 2022: $631,372Liabilities 2022: $0Net Assets 2022: $631,3722022Assets 2023: $583,297Liabilities 2023: $0Net Assets 2023: $583,2972023Assets 2024: $497,138Liabilities 2024: $0Net Assets 2024: $497,1382024

Highlighted filing

2014

Assets$641,695
Liabilities$0
Net Assets$641,695

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $124,3202010Expenses 2011: $98,0832011Expenses 2012: $136,0512012Revenue 2013: $115,456Expenses 2013: $141,215Net Income 2013: -$25,7592013Revenue 2014: $131,061Expenses 2014: $230,360Net Income 2014: -$99,2992014Revenue 2015: $273,515Expenses 2015: $108,800Net Income 2015: $164,7152015Revenue 2016: $55,768Expenses 2016: $66,791Net Income 2016: -$11,0232016Revenue 2017: $80,068Expenses 2017: $104,680Net Income 2017: -$24,6122017Revenue 2018: $68,222Expenses 2018: $70,350Net Income 2018: -$2,1282018Revenue 2019: $105,619Expenses 2019: $66,889Net Income 2019: $38,7302019Revenue 2020: $10,915Expenses 2020: $89,617Net Income 2020: -$78,7022020Revenue 2021: $32,051Expenses 2021: $67,098Net Income 2021: -$35,0472021Revenue 2022: $10,506Expenses 2022: $72,761Net Income 2022: -$62,2552022Revenue 2023: $11,768Expenses 2023: $59,843Net Income 2023: -$48,0752023Revenue 2024: $5,783Expenses 2024: $91,942Net Income 2024: -$86,1592024

Highlighted filing

2014

Revenue$131,061
Expenses$230,360
Net Income-$99,299
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 9, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHARINA MOMMSENDirector/PresFT$0--
DAVID PIKEExec. Dir/CfPT$0--
JANE PIKEDir./Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Mommsen Foundation
EIN
77-0549283
Phone
9199428380
Address
329 DEER MOUNTAIN ROAD, PITTSBORO, NC 27312

Signing Officer

Name
David Pike
Title
Executive Director
Phone
9199428380
Signed
2015-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Blackman & Sloop Cpas Pa
Address
1414 RALEIGH RD SUITE 300, CHAPEL HILL, NC 27517
Preparer
April Walker
Phone
9199428700
Raw XML AppendixShowing 400 of 485 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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IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt023157
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IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt033461
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt050183
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt041197
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt019683
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt0125798
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt028442
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt042656
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt035017
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt02009-03-03
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0572678
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt0126880
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0126880
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt091853
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt00
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IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt00
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IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt0157516
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IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt041064
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt039625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0102122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0103265
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0131703
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0126364
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt091853
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0113379
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt083037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.095910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.106207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.102575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.077268
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.104026
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.089472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01064768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01240056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01231918
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01188753
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01089913
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0928079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0221116
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.479548
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0219973
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0221116
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01143
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0221116
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID PIKE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0329 DEER MOUNTAIN ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PITTSBORO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027312
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09199428380
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0FOUNDATION.KATHARINAMOMMSEN.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0OUR DIRECT CHARITABLE ACTIVITIES CONSIST OF PAYING INDEPENDENT RESEARCHERS/SCHOLARS TO WRITE SCHOLARLY DOCUMENTARY ARTICLES THAT COMPRISE THE INDIVIDUAL PUBLISHED VOLUMES OF THE MULTI-VOLUME SERIES 'THE ORIGINS OF GOETHE'S WORKS IN DOCUMENTS' ('DIE ENTSTEHUNG VON GOETHES WERKEN IN DOKUMENTEN').
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0221116
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0KATHARINA MOMMSEN
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0KATHERINA MOMMSEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0980 PALO ALTO AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PALO ALTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094301
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt013633
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt01500
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt13108
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt23551
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt3260
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt4318
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt5332
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt61090
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt7485
LandEtcSchedule2/LandEtcGrp/BookValueAmt00
LandEtcSchedule2/LandEtcGrp/BookValueAmt11035
LandEtcSchedule2/LandEtcGrp/BookValueAmt2443
LandEtcSchedule2/LandEtcGrp/BookValueAmt3941
LandEtcSchedule2/LandEtcGrp/BookValueAmt4158
LandEtcSchedule2/LandEtcGrp/BookValueAmt5167
LandEtcSchedule2/LandEtcGrp/BookValueAmt6735
LandEtcSchedule2/LandEtcGrp/BookValueAmt74361
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0SOFTWARE
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1COMPUTER EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2SOFTWARE
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt3APPLE COMPUTER EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt4SOFTWARE
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt5SOFTWARE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.01$0.09$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.01$0.06$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.01$0.07$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.03$0.07$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.01$0.09$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.11$0.07$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.07$0.07$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.08$0.10$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.06$0.07$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.27$0.11$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.13$0.23$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.12$0.14$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.14
2011Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.12