Civic Intelligence

Partlo Foundation Inc.

990PF • Fiscal year 2018 • EIN 81-3938600

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 25, 2018

Organization Profile
PO Box 799Garner, NC 27529

(919) 772-9722

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

2018 filings • NTEE T20 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2018

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

2018 filings • NTEE T20 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets88th percentile

Assets

$9,283

No earlier filing loaded for comparison.

Net Assets

$9,283

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

$0

No earlier filing loaded for comparison.

Expenses

$2,672

No earlier filing loaded for comparison.

Net Income

-$2,672

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2018: $9,283Liabilities 2018: $0Net Assets 2018: $9,2832018Assets 2019: $871,744Liabilities 2019: $0Net Assets 2019: $871,7442019Assets 2020: $1,239,844Liabilities 2020: $0Net Assets 2020: $1,239,8442020Assets 2021: $1,820,063Liabilities 2021: $0Net Assets 2021: $1,820,0632021Assets 2022: $2,433,092Liabilities 2022: $0Net Assets 2022: $2,433,0922022Assets 2023: $3,083,573Liabilities 2023: $0Net Assets 2023: $3,083,5732023Assets 2024: $3,841,897Liabilities 2024: $0Net Assets 2024: $3,841,8972024Assets 2025: $4,432,300Liabilities 2025: $0Net Assets 2025: $4,432,3002025

Highlighted filing

2018

Assets$9,283
Liabilities$0
Net Assets$9,283
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2018: $0Expenses 2018: $2,672Net Income 2018: -$2,6722018Revenue 2019: $882,261Expenses 2019: $19,800Net Income 2019: $862,4612019Revenue 2020: $634,192Expenses 2020: $266,092Net Income 2020: $368,1002020Revenue 2021: $636,003Expenses 2021: $55,565Net Income 2021: $580,4382021Revenue 2022: $646,033Expenses 2022: $32,885Net Income 2022: $613,1482022Revenue 2023: $702,895Expenses 2023: $51,391Net Income 2023: $651,5042023Revenue 2024: $774,417Expenses 2024: $14,310Net Income 2024: $760,1072024Revenue 2025: $757,656Expenses 2025: $164,415Net Income 2025: $593,2412025

Highlighted filing

2018

Revenue$0
Expenses$2,672
Net Income-$2,672
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 25, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barry W PartloPresident-$0--
Laurie L PartloSecretary/Treasurer-$0--
Kelly A PartloDirector-$0--
Jarod M PartloDirector-$0--
Jonathan D AdamsDirector-$0--
Filing and Contact Details

Filer

Filer Name
Partlo Foundation Inc
EIN
81-3938600
Phone
9197729722
Address
PO Box 799, Garner, NC 27529

Signing Officer

Name
Barry W Partlo
Title
President
Phone
9197729722
Signed
2018-09-25
Discuss with paid preparer
Yes

Preparer

Firm
John D Adams & Company CPAs PLLC
Address
PO Box 529, Garner, NC 27529
Preparer
John D Adams CPA
Phone
9197792020
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Jonathan D Adams
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09910
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07741
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Narron, O'Hale and Whittington PA
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0597
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0597
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Barry W Partlo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09197729722
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Partlo Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0PART
ReturnHeader/Filer/EIN0813938600
ReturnHeader/Filer/PhoneNum09197729722
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 799
ReturnHeader/Filer/USAddress/CityNm0Garner
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027529
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0362B720E1836AD4BC6CFCA53CE10D072DBBB909F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0362B720E1836AD4BC6CFCA53CE10D072DBBB909F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.38.9.18
ReturnHeader/FilingSecurityInformation/IPDt02018-09-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:43:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561951327
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John D Adams & Company CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 529
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Garner
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027529
ReturnHeader/PreparerPersonGrp/PhoneNum09197792020
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John D Adams CPA
ReturnHeader/ReturnTs02018-10-09T09:36:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,283
Liabilities
$0
Net assets
$9,283
Revenue
$0
Expenses
$2,672
Net income
-$2,672
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.76$0.16$0.59
2024Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.77$0.01$0.76
2023Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.70$0.05$0.65
2022Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.65$0.03$0.61
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.64$0.06$0.58
2020Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.63$0.27$0.37
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.88$0.02$0.86
2018Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00