Civic Intelligence

George and Nancy Blanton Endowment

990PF • Fiscal year 2014 • EIN 77-6257600

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 06, 2015

PO Box 168Shelby, NC 28151-0168

(704) 484-6233

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

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

Liabilities / Revenue

36th percentile

0.00x

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

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

Net Margin

15th percentile

-24%

Higher net margin than 15% of similar nonprofits.

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

Top Officer Pay

63rd percentile

$20,195

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 43.3% of source-year revenue.

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

Asset Growth

37th percentile

-1.1%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

5th percentile

-55%

Faster revenue growth than 5% of similar nonprofits.

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

Assets

Down

$984,710

Down $11,383 (-1.1%) from 2013

Net Assets

$984,710

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$46,619

Down $58,070 (-55%) from 2013

Expenses

Down

$57,892

Down $33,159 (-36%) from 2013

Net Income

Down

-$11,273

Down $24,911 (-183%) 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 2007: $974,481Liabilities 2007: $02007Assets 2008: $937,374Liabilities 2008: $02008Assets 2009: $992,445Liabilities 2009: $02009Assets 2010: $968,719Liabilities 2010: $02010Assets 2012: $982,586Liabilities 2012: $02012Assets 2013: $996,093Liabilities 2013: $02013Assets 2014: $984,710Liabilities 2014: $0Net Assets 2014: $984,7102014Assets 2015: $998,612Liabilities 2015: $0Net Assets 2015: $998,6122015Assets 2016: $945,529Liabilities 2016: $0Net Assets 2016: $945,5292016Assets 2017: $1,019,841Liabilities 2017: $0Net Assets 2017: $1,019,8412017Assets 2018: $1,017,043Liabilities 2018: $0Net Assets 2018: $1,017,0432018Assets 2019: $955,843Liabilities 2019: $0Net Assets 2019: $955,8432019Assets 2020: $1,069,053Liabilities 2020: $0Net Assets 2020: $1,069,0532020Assets 2021: $1,140,378Liabilities 2021: $0Net Assets 2021: $1,140,3782021Assets 2022: $1,088,821Liabilities 2022: $0Net Assets 2022: $1,088,8212022Assets 2023: $1,175,375Liabilities 2023: $0Net Assets 2023: $1,175,3752023Assets 2024: $1,188,975Liabilities 2024: $0Net Assets 2024: $1,188,9752024

Highlighted filing

2014

Assets$984,710
Liabilities$0
Net Assets$984,710

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2007: $1,010,753Expenses 2007: $35,153Net Income 2007: $975,6002007Revenue 2008: $17,732Expenses 2008: $55,091Net Income 2008: -$37,3592008Revenue 2009: $85,226Expenses 2009: $30,909Net Income 2009: $54,3172009Revenue 2010: $22,645Expenses 2010: $46,431Net Income 2010: -$23,7862010Revenue 2012: $55,511Expenses 2012: $79,087Net Income 2012: -$23,5762012Revenue 2013: $104,689Expenses 2013: $91,051Net Income 2013: $13,6382013Revenue 2014: $46,619Expenses 2014: $57,892Net Income 2014: -$11,2732014Revenue 2015: $55,418Expenses 2015: $51,754Net Income 2015: $3,6642015Revenue 2016: $31,831Expenses 2016: $84,914Net Income 2016: -$53,0832016Revenue 2017: $123,331Expenses 2017: $49,019Net Income 2017: $74,3122017Revenue 2018: $41,946Expenses 2018: $44,127Net Income 2018: -$2,1812018Revenue 2019: $51,404Expenses 2019: $112,071Net Income 2019: -$60,6672019Revenue 2020: $188,675Expenses 2020: $75,302Net Income 2020: $113,3732020Revenue 2021: $150,856Expenses 2021: $79,061Net Income 2021: $71,7952021Revenue 2022: $23,292Expenses 2022: $74,483Net Income 2022: -$51,1912022Revenue 2023: $162,314Expenses 2023: $74,854Net Income 2023: $87,4602023Revenue 2024: $97,941Expenses 2024: $83,187Net Income 2024: $14,7542024

Highlighted filing

2014

Revenue$46,619
Expenses$57,892
Net Income-$11,273
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 6, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF THE OZARKSTrustee-$20,195-$20,195
Filing and Contact Details

Filer

Filer Name
George and Nancy Blanton Endowment
EIN
77-6257600
Address
PO BOX 168, SHELBY, NC 28151-0168

Signing Officer

Name
Bank of the Ozarks
Title
Trustee
Phone
7044846233
Signed
2015-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Craig Barry & Poston Pa
Address
PO BOX 446, Shelby, NC 28151
Preparer
Phillip W Poston CPA
Phone
7044875111
Raw XML Appendix363 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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CashDeemedCharitableExplnStmt/ShortExplanationTxt0THE ORGANIZATION'S BUDGET REQUIRES THE TRANSFER OF $55,000 TO A 501(C)(3) ORGANIZATION PROMOTING THE EDUCATIONAL AND HISTORICAL BENEFITS OF HISTORICAL HOME IN SHELBY NC.
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01064377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01057563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01080643
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01042385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01013177
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0851719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt040080
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.176155
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt039783
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt040080
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0297
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt040080
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02008
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY2Yr02009
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY3Yr02010
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY4Yr02011
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BANK OF THE OZARKS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 168
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SHELBY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0281510168
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07044846233
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PRESERVATION NORTH CAROLINA FOR THE MAINTENANCE ON THE BANKERS HOUSE HISTORICAL HOME IN SHELBY NC
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt032780
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt032780
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MAINTENEANCE OF THE BANKERS HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0PRESERVATION NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0220 FAYETTEVILLE ST STE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027601
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt032780
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0365
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt039715
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052922
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02008
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02009
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt032313
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt032313
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040080
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt032313
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt052557
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt039715
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02300
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02300
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0235
OtherDecreasesSchedule/OtherDecreasesDetail/Amt16
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING DIFFERENCES - DIVIDENDS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1NONDEDUCTIBLE EXPENSE FROM K-1S
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PARTNERSHIP K-1 DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0343
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0343
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt016
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt016
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0131
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING DIFFERENCES - DIVIDENDS
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0322
TaxesSchedule/TaxesDetail/Amt1900
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0322
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF THE OZARKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07044846233
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGE AND NANCY BLANTON ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0776257600
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 168
ReturnHeader/Filer/USAddress/CityNm0SHELBY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0281510168
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561612071
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRAIG BARRY & POSTON PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 446
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Shelby
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028151
ReturnHeader/PreparerPersonGrp/PhoneNum07044875111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP W POSTON CPA
ReturnHeader/ReturnTs02015-11-06T10:00:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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.$1.19$0.00$1.19$0.10$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.16$0.07$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.02$0.07$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.15$0.08$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.19$0.08$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.05$0.11$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.04$0.04$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.12$0.05$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.03$0.08$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.06$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.05$0.06$0.01
2013Summary only. Only limited summary data is available for this year.$1.00$0.00$0.10$0.09$0.01
2012Summary only. Only limited summary data is available for this year.$0.98$0.00$0.06$0.08$0.02
2010Summary only. Only limited summary data is available for this year.$0.97$0.00$0.02$0.05$0.02
2009Summary only. Only limited summary data is available for this year.$0.99$0.00$0.09$0.03$0.05
2008Summary only. Only limited summary data is available for this year.$0.94$0.00$0.02$0.06$0.04
2007Summary only. Only limited summary data is available for this year.$0.97$0.00$1.01$0.04$0.98