Civic Intelligence

George and Nancy Blanton Endowment

990PF • Fiscal year 2016 • EIN 77-6257600

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 30, 2017

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

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

5th percentile

-167%

Higher net margin than 5% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

62nd percentile

$12,075

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 37.9% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

24th percentile

-5.3%

Faster asset growth than 24% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-43%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$945,529

Down $53,083 (-5.3%) from 2015

Net Assets

Down

$945,529

Down $53,083 (-5.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$31,831

Down $23,587 (-43%) from 2015

Expenses

Up

$84,914

Up $33,160 (+64%) from 2015

Net Income

Down

-$53,083

Down $56,747 (-1549%) from 2015

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

2016

Assets$945,529
Liabilities$0
Net Assets$945,529

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

2016

Revenue$31,831
Expenses$84,914
Net Income-$53,083
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 30, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF THE OZARKSTrustee-$12,075-$12,075
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
Trust Officer
Phone
7044846233
Signed
2017-10-30
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 Appendix345 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc650000 JP MORGAN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc746 SHS KRAFT HEINZ COMPANY
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.03464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.037737
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0209
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01097519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01032208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01064377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01057563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01080643
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01042385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt070930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.221391
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt070721
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt070930
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0209
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt070930
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/UndistributedIncomePY1Yr02009
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY2Yr02010
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY3Yr02011
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY4Yr02014
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/Description1Txt0BANKERS HOUSE FOUNDATION INC FOR THE MAINTENANCE ON THE BANKERS HOUSE HISTORICAL HOME IN SHELBY NC
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt070930
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt070930
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MAINTENEANCE OF THE BANKERS HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BANKERS HOUSE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0319 N LAFAYETTE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SHELBY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028150
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt070930
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/AppliedToCurrentYearAmt019871
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt051059
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt054667
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02009
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt033606
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt033606
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt070930
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt033606
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt034796
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt051059
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PARTNERSHIP
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-2529
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0343
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP LOSSES FROM K-1S
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0343
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-1941
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0774
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF THE OZARKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07044846233
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-30
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0C3D8584B3B7BB132DF98E4C75CCA8BF15BB0D13C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C3D8584B3B7BB132DF98E4C75CCA8BF15BB0D13C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05671642017315rnveq5o
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0142.54.42.114
ReturnHeader/FilingSecurityInformation/IPDt02017-11-11
ReturnHeader/FilingSecurityInformation/IPTm006:16:05
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/ReturnTs02017-11-11T06:14:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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