Civic Intelligence

D Michael Warner-Elizabeth B Craven Foundation Trust

990PF • Fiscal year 2023 • EIN 81-4710242

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

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

75th percentile

0.00x

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

2023 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

2023 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2023

Net Margin

35th percentile

-51%

Higher net margin than 35% of similar nonprofits.

2023 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2023 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2023

Asset Growth

69th percentile

4.0%

Faster asset growth than 69% of similar nonprofits.

2023 filings • NTEE T22 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

38th percentile

-33%

Faster revenue growth than 38% of similar nonprofits.

2023 filings • NTEE T22 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$5,328,861

Up $203,676 (+4.0%) from 2022

Net Assets

Up

$5,328,861

Up $205,693 (+4.0%) from 2022

Liabilities

Down

$0

Down $2,017 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin35th percentile

Revenue

Down

$346,222

Down $172,938 (-33%) from 2022

Expenses

Down

$524,407

Down $159,689 (-23%) from 2022

Net Income

Down

-$178,185

Down $13,249 (-8.0%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2023

Assets$5,328,861
Liabilities$0
Net Assets$5,328,861
Open 2023 Filing

Operations Trend

Revenue Growth38th 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

2023

Revenue$346,222
Expenses$524,407
Net Income-$178,185
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay71st 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
2024-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Blackman & Sloop Cpas Pa
Address
1414 RALEIGH ROAD SUITE 300, CHAPEL HILL, NC 27517
Preparer
Elizabeth Mauch
Phone
9199428700
Raw XML Appendix354 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02954379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0RAYMOND JAMES - EQUITIES
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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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MICHAEL WARNER
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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/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROVIDE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO PROVIDE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO PROVIDE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO PROVIDE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DEMOCRACY NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NC CENTER FOR NONPROFITS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NC JUSTICE & COMMUNITY DEV CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PLANNED PARENTHOOD SOUTH ATLANTIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01821 GREEN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11110 NAVAHO DRIVE SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2224 S DAWSON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3100 SOUTH BOYLAN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3RALEIGH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd227601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327603
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0485000
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/AppliedToCurrentYearAmt0261351
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0261351
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0370316
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0175459
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0289981
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0170193
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt029527
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt029527
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01230923
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0224974
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0370316
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0175459
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0289981
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0170193
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0486325
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0224974
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01260450
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01035476
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DUES/MEMBERSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01325
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01325
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0383878
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt033738
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt033738
TaxesSchedule/TaxesDetail/Amt04344
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0D MICHAEL WARNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09196166255
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561304727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLACKMAN & SLOOP CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01414 RALEIGH ROAD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHAPEL HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027517
ReturnHeader/PreparerPersonGrp/PhoneNum09199428700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH MAUCH
ReturnHeader/ReturnTs02024-05-13T08:07:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0D
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MICHAEL WARNER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,328,861
Liabilities
$0
Net assets
$5,328,861
Revenue
$346,222
Expenses
$524,407
Net income
-$178,185
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