Civic Intelligence

D Michael Warner-Elizabeth B Craven Foundation Trust

990PF • Fiscal year 2017 • EIN 81-4710242

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 28, 2018

Organization Profile
4112 Powder Mill RoadChapel Hill, NC 27514

(919) 616-6255

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

Higher debt load relative to assets than 85% of similar nonprofits.

2017 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

0.02x

Higher debt load relative to revenue than 85% of similar nonprofits.

2017 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2017

Net Margin

90th percentile

95%

Higher net margin than 90% of similar nonprofits.

2017 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2017

Asset Growth

100th percentile

690836%

Faster asset growth than 100% of similar nonprofits.

2017 filings • NTEE T22 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

81075%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$6,909,361

Up $6,908,361 (+690836%) from 2016

Net Assets

Up

$6,893,616

Up $6,893,466 (+4595644%) from 2016

Liabilities

Up

$15,745

Up $14,895 (+1752%) from 2016

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin90th percentile

Revenue

Up

$811,750

Up $810,750 (+81075%) from 2016

Expenses

Up

$40,890

Up $40,040 (+4711%) from 2016

Net Income

Up

$770,860

Up $770,710 (+513807%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2016: $1,000Liabilities 2016: $850Net Assets 2016: $1502016Assets 2017: $6,909,361Liabilities 2017: $15,745Net Assets 2017: $6,893,6162017Assets 2018: $5,930,547Liabilities 2018: $0Net Assets 2018: $5,930,5472018Assets 2019: $6,438,254Liabilities 2019: $419Net Assets 2019: $6,437,8352019Assets 2020: $6,812,483Liabilities 2020: $2,230Net Assets 2020: $6,810,2532020Assets 2021: $7,147,459Liabilities 2021: $0Net Assets 2021: $7,147,4592021Assets 2022: $5,125,185Liabilities 2022: $2,017Net Assets 2022: $5,123,1682022Assets 2023: $5,328,861Liabilities 2023: $0Net Assets 2023: $5,328,8612023Assets 2024: $4,637,790Liabilities 2024: $998Net Assets 2024: $4,636,7922024

Highlighted filing

2017

Assets$6,909,361
Liabilities$15,745
Net Assets$6,893,616
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2016: $1,000Expenses 2016: $850Net Income 2016: $1502016Revenue 2017: $811,750Expenses 2017: $40,890Net Income 2017: $770,8602017Revenue 2018: $311,950Expenses 2018: $528,755Net Income 2018: -$216,8052018Revenue 2019: $354,373Expenses 2019: $504,166Net Income 2019: -$149,7932019Revenue 2020: $435,067Expenses 2020: $627,740Net Income 2020: -$192,6732020Revenue 2021: $377,790Expenses 2021: $552,628Net Income 2021: -$174,8382021Revenue 2022: $519,160Expenses 2022: $684,096Net Income 2022: -$164,9362022Revenue 2023: $346,222Expenses 2023: $524,407Net Income 2023: -$178,1852023Revenue 2024: $419,094Expenses 2024: $1,120,461Net Income 2024: -$701,3672024

Highlighted filing

2017

Revenue$811,750
Expenses$40,890
Net Income$770,860
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 28, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
D MICHAEL WARNERTrustee-$0--
ELIZABETH B CRAVENTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
D Michael Warner-elizabeth Craven
EIN
81-4710242
Phone
9196166255
Address
4112 POWDER MILL ROAD, CHAPEL HILL, NC 27514

Signing Officer

Name
D Michael Warner
Title
Trustee
Phone
9196166255
Signed
2018-08-28
Discuss with paid preparer
Yes

Preparer

Firm
Blackman & Sloop Cpas Pa
Address
1414 RALEIGH RD SUITE 300, CHAPEL HILL, NC 27517
Preparer
Robin Mcduffie
Phone
9199428700
Raw XML Appendix343 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0D MICHAEL WARNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH B CRAVEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09196166255
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0TO FOSTER LONG-TERM IMPROVEMENTS AND SOCIO-ECONOMIC OPPORTUNITIES AND QUALITY OF LIFE FOR LOW INCOME NORTH CAROLINIANS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt04321
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SPECIFICS MAY BE OBTAINED AT THE ABOVE ADDRESS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MICHAEL WARNER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09196166255
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt04112 POWDER MILL ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd027514
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ORGANIZATIONS WORKING TO FOSTER LONG-TERM IMPROVEMENTS AND SOCIO-ECONOMIC OPPORTUNITIES AND QUALITY OF LIFE FOR LOW INCOME NORTH CAROLINIANS. MUST BE A 501(C)(3) ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SPECIFICS MAY BE OBTAINED AT THE ABOVE ADDRESS
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04321
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0149335
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0850
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0850
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0850
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04321
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0850
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0144164
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03371
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03371
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0421016
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ESTIMATED TAX PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0465
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06543622
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TRANSFER OF ASSETS FROM WARNER FOUNDATION AT FMV
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt014795
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018700
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018700
TaxesSchedule/TaxesDetail/Amt015830
TaxesSchedule/TaxesDetail/Amt11574
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11574
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0D MICHAEL WARNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09196166255
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0D MICHAEL WARNER-ELIZABETH CRAVEN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DMIC
ReturnHeader/Filer/EIN0814710242
ReturnHeader/Filer/PhoneNum09196166255
ReturnHeader/Filer/USAddress/AddressLine1Txt04112 POWDER MILL ROAD
ReturnHeader/Filer/USAddress/CityNm0CHAPEL HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027514
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E53E1A1D46987F6ED9976504C75C8812D3116A90
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02A687CFBB9FA01233D944F8C875FE44E7879674D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt045.20.211.129
ReturnHeader/FilingSecurityInformation/IPDt02018-08-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:32:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561304727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLACKMAN & SLOOP CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01414 RALEIGH RD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHAPEL HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027517
ReturnHeader/PreparerPersonGrp/PhoneNum09199428700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBIN MCDUFFIE
ReturnHeader/ReturnTs02018-08-29T09:16:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,909,361
Liabilities
$15,745
Net assets
$6,893,616
Revenue
$811,750
Expenses
$40,890
Net income
$770,860
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.42$1.12$0.70
2023Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.35$0.52$0.18
2022Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.12$0.52$0.68$0.16
2021Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.38$0.55$0.17
2020Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.44$0.63$0.19
2019Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$0.35$0.50$0.15
2018Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.31$0.53$0.22
2017Detailed filing. Detailed filing data is available for this year.$6.91$0.02$6.89$0.81$0.04$0.77
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00