Civic Intelligence

Partlo Foundation Inc.

990PF • Fiscal year 2019 • EIN 81-3938600

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 16, 2019

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

76th percentile

0.00x

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

2019 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

75th percentile

0.00x

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

2019 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2019

Net Margin

96th percentile

98%

Higher net margin than 96% of similar nonprofits.

2019 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2019 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2019

Asset Growth

99th percentile

9291%

Faster asset growth than 99% of similar nonprofits.

2019 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$871,744

Up $862,461 (+9291%) from 2018

Net Assets

Up

$871,744

Up $862,461 (+9291%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin96th percentile

Revenue

Up

$882,261

Up $882,261 from 2018

Expenses

Up

$19,800

Up $17,128 (+641%) from 2018

Net Income

Up

$862,461

Up $865,133 (+32378%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

2019

Assets$871,744
Liabilities$0
Net Assets$871,744
Open 2019 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

2019

Revenue$882,261
Expenses$19,800
Net Income$862,461
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 16, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay79th 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
2019-09-16
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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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Laurie L Partlo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Kelly A Partlo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Jarod M Partlo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Jonathan D Adams
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2The North Carolina Agricultural Foundation Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3YMCA of the Triangle Area Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Clayton Community Recreational Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 2350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1801 Corporate Center Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2NCSU Box 7474
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3801 Corporate Center Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 735
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Smithfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Raleigh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Raleigh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Raleigh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Clayton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027577
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2276957474
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd427528
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016500
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt019800
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027935
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02169
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07741
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08135
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01775
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01775
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01775
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09910
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Nathalie J Partlo Charitable Lead Annuity Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 1762
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Garner
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd027529
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0882261
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Narron Wenzel, PA
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01592
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01592
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Nathalie J Partlo Charitable Lead A
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO Box 1762
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Garner
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd027529
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Barry W Partlo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09197729722
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-16
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/IPDt02019-09-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:24:49
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/PreparationDt02019-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John D Adams CPA
ReturnHeader/ReturnTs02019-09-17T13:44:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$871,744
Liabilities
$0
Net assets
$871,744
Revenue
$882,261
Expenses
$19,800
Net income
$862,461
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