Civic Intelligence

Coltrin Family Foundation

EIN 83-0451380 • Charlotte, NC

7150 Fairhill PlaceCharlotte, NC 28270
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.05x

Higher debt load relative to assets than 77% of similar nonprofits.

<$500k nonprofits • Source year 2014

Liabilities / Revenue

68th percentile

0.00x

Higher debt load relative to revenue than 68% of similar nonprofits.

<$500k nonprofits • Source year 2014

Net Margin

34th percentile

-8.5%

Higher net margin than 34% of similar nonprofits.

<$500k nonprofits • Source year 2014

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2014

Asset Growth

18th percentile

-62%

Faster asset growth than 18% of similar nonprofits.

<$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-94%

Faster revenue growth than 7% of similar nonprofits.

<$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$21

Down $34 (-62%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Down

$21

Down $34 (-62%) from 2013

Operations
Liabilities / Revenue68th percentileNet Margin34th percentile

Revenue

Down

$400

Down $6,454 (-94%) from 2013

Expenses

Down

$434

Down $6,682 (-94%) from 2013

Net Income

Up

-$34

Up $228 (+87%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400$300$200$100$0Assets 2011: $15Liabilities 2011: $02011Assets 2012: $317Liabilities 2012: $02012Assets 2013: $55Liabilities 2013: $0Net Assets 2013: $552013Assets 2014: $21Liabilities 2014: $0Net Assets 2014: $212014

Highlighted filing

2014

Assets$21
Liabilities$0
Net Assets$21
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0K$6.0K$4.0K$2.0K$0-$2.0KRevenue 2011: $3,022Expenses 2011: $3,030Net Income 2011: -$82011Revenue 2012: $4,025Expenses 2012: $3,723Net Income 2012: $3022012Revenue 2013: $6,854Expenses 2013: $7,116Net Income 2013: -$2622013Revenue 2014: $400Expenses 2014: $434Net Income 2014: -$342014

Highlighted filing

2014

Revenue$400
Expenses$434
Net Income-$34
Open 2014 Filing

Filings

Most recent year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21
Liabilities
$0
Net assets
$21
Revenue
$400
Expenses
$434
Net income
-$34
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$21$0$21$400$434$34
2013Detailed filing. Detailed filing data is available for this year.$55$0$55$6,854$7,116$262
2012Summary only. Only limited summary data is available for this year.$317$0$4,025$3,723$302
2011Summary only. Only limited summary data is available for this year.$15$0$3,022$3,030$8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 2, 2014
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK S COLTRINPresident-$0--
SHERRY COLTRINVice Pres-$0--
LAURA COLTRINVice Pres-$0--
Filing and Contact Details

Filer

Filer Name
Coltrin Family Foundation
EIN
83-0451380
Phone
7043662893
Address
7150 FAIRHILL PLACE, CHARLOTTE, NC 28270

Signing Officer

Name
Mark S Coltrin
Title
President
Phone
7043662893
Signed
2014-04-02

Preparer

Firm
MGL Financial LLC
Address
12118 Ulsten Ln, HUNTERSVILLE, NC 28078
Preparer
Mary G Langhorne
Phone
7046515290
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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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ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY G LANGHORNE
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ReturnHeader/ReturnTs02015-04-07T12:58:48-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. <$500k nonprofits