Civic Intelligence

Nathan Fluegelman Memorial Fund Inc

EIN 13-6066168 • Charlotte, NC

8919 Park Road Apt 311Charlotte, NC 28210
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

17th percentile

-46%

Higher net margin than 17% of similar nonprofits.

<$500k nonprofits • Source year 2024

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 2024

Asset Growth

48th percentile

-3.0%

Faster asset growth than 48% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

28%

Faster revenue growth than 76% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$67,513

Down $2,057 (-3.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$67,513

Down $2,057 (-3.0%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin17th percentile

Revenue

Up

$4,456

Up $987 (+28%) from 2023

Expenses

Down

$6,513

Down $144 (-2.2%) from 2023

Net Income

Up

-$2,057

Up $1,131 (+35%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$100K$50K$0Assets 2010: $93,341Liabilities 2010: $0Net Assets 2010: $93,3412010Assets 2011: $93,211Liabilities 2011: $0Net Assets 2011: $93,2112011Assets 2012: $90,604Liabilities 2012: $12012Assets 2013: $89,195Liabilities 2013: $95Net Assets 2013: $89,1002013Assets 2014: $84,284Liabilities 2014: $0Net Assets 2014: $84,2842014Assets 2015: $81,847Liabilities 2015: $0Net Assets 2015: $81,8472015Assets 2016: $75,891Liabilities 2016: $0Net Assets 2016: $75,8912016Assets 2017: $75,183Liabilities 2017: $0Net Assets 2017: $75,1832017Assets 2018: $70,625Liabilities 2018: $0Net Assets 2018: $70,6252018Assets 2019: $68,526Liabilities 2019: $0Net Assets 2019: $68,5262019Assets 2020: $68,307Liabilities 2020: $0Net Assets 2020: $68,3072020Assets 2021: $72,208Liabilities 2021: $0Net Assets 2021: $72,2082021Assets 2022: $72,758Liabilities 2022: $0Net Assets 2022: $72,7582022Assets 2023: $69,570Liabilities 2023: $0Net Assets 2023: $69,5702023Assets 2024: $67,513Liabilities 2024: $0Net Assets 2024: $67,5132024

Highlighted filing

2024

Assets$67,513
Liabilities$0
Net Assets$67,513
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

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

$10K$5.0K$0-$5.0K-$10KExpenses 2010: $4,4632010Expenses 2011: $4,3182011Revenue 2012: $3,569Expenses 2012: $6,176Net Income 2012: -$2,6072012Revenue 2013: $3,240Expenses 2013: $4,744Net Income 2013: -$1,5042013Revenue 2014: -$2,919Expenses 2014: $4,803Net Income 2014: -$7,7222014Revenue 2015: $3,366Expenses 2015: $5,429Net Income 2015: -$2,0632015Revenue 2016: $2,911Expenses 2016: $5,727Net Income 2016: -$2,8162016Revenue 2017: $2,560Expenses 2017: $7,198Net Income 2017: -$4,6382017Revenue 2018: -$1,448Expenses 2018: $2,929Net Income 2018: -$4,3772018Revenue 2019: $3,201Expenses 2019: $5,300Net Income 2019: -$2,0992019Revenue 2020: $2,179Expenses 2020: $2,398Net Income 2020: -$2192020Revenue 2021: $1,920Expenses 2021: $3,008Net Income 2021: -$1,0882021Revenue 2022: $1,507Expenses 2022: $957Net Income 2022: $5502022Revenue 2023: $3,469Expenses 2023: $6,657Net Income 2023: -$3,1882023Revenue 2024: $4,456Expenses 2024: $6,513Net Income 2024: -$2,0572024

Highlighted filing

2024

Revenue$4,456
Expenses$6,513
Net Income-$2,057
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,513
Liabilities
$0
Net assets
$67,513
Revenue
$4,456
Expenses
$6,513
Net income
-$2,057
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$67.5$0.00$67.5$4.46$6.51$2.06
2023Detailed filing. Detailed filing data is available for this year.$69.6$0.00$69.6$3.47$6.66$3.19
2022Detailed filing. Detailed filing data is available for this year.$72.8$0.00$72.8$1.51$0.96$0.55
2021Detailed filing. Detailed filing data is available for this year.$72.2$0.00$72.2$1.92$3.01$1.09
2020Detailed filing. Detailed filing data is available for this year.$68.3$0.00$68.3$2.18$2.40$0.22
2019Detailed filing. Detailed filing data is available for this year.$68.5$0.00$68.5$3.20$5.30$2.10
2018Detailed filing. Detailed filing data is available for this year.$70.6$0.00$70.6$1.45$2.93$4.38
2017Detailed filing. Detailed filing data is available for this year.$75.2$0.00$75.2$2.56$7.20$4.64
2016Detailed filing. Detailed filing data is available for this year.$75.9$0.00$75.9$2.91$5.73$2.82
2015Detailed filing. Detailed filing data is available for this year.$81.8$0.00$81.8$3.37$5.43$2.06
2014Detailed filing. Detailed filing data is available for this year.$84.3$0.00$84.3$2.92$4.80$7.72
2013Detailed filing. Detailed filing data is available for this year.$89.2$0.10$89.1$3.24$4.74$1.50
2012Summary only. Only limited summary data is available for this year.$90.6$0.00$3.57$6.18$2.61
2011Detailed filing. Detailed filing data is available for this year.$93.2$0.00$93.2$4.32
2010Detailed filing. Detailed filing data is available for this year.$93.3$0.00$93.3$4.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 10, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERI JOSEPHSONPresident-$0--
Filing and Contact Details

Filer

Filer Name
Nathan Fluegelman Memorial Fund Inc
EIN
13-6066168
Phone
9413510939
Address
8919 PARK ROAD APT 311, CHARLOTTE, NC 28210

Signing Officer

Name
Jeri Josephson
Title
President
Phone
9413510939
Signed
2025-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
1111 METROPOLITAN AVE STE 900, CHARLOTTE, NC 28204
Preparer
Gregory Kellar
Phone
7043771678
Raw XML Appendix362 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2500-B SPRATT STREET
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0896
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0896
TaxesSchedule/TaxesDetail/Amt087
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt087
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JERI JOSEPHSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09413510939
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATHAN FLUEGELMAN MEMORIAL FUND INC
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882730877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01111 METROPOLITAN AVE STE 900
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028204
ReturnHeader/PreparerPersonGrp/PhoneNum07043771678
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY KELLAR
ReturnHeader/ReturnTs02025-05-13T07:19:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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