Civic Intelligence

Carolinas Family Office Forum

EIN 26-4629547 • 501(c)6 • Chapel Hill, NC

Profile

To promote and improve the management of family wealth by providing an environment where individuals can learn and obtain a greater understanding of the unique issues and challenges associated with family wealth management and how to address them.

100 Waterford PlaceChapel Hill, NC 27517

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Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

NTEE S41 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.00x

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

NTEE S41 • <$500k nonprofits • Source year 2024

Net Margin

59th percentile

11%

Higher net margin than 59% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

NTEE S41 • <$500k nonprofits • Source year 2024

Asset Growth

75th percentile

22%

Faster asset growth than 75% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

22%

Faster revenue growth than 73% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$36,051

Up $6,573 (+22%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$36,051

Up $6,573 (+22%) from 2023

Operations
Liabilities / Revenue56th percentileNet Margin59th percentile

Revenue

Up

$59,750

Up $10,750 (+22%) from 2023

Expenses

Down

$53,177

Down $1,869 (-3.4%) from 2023

Net Income

Up

$6,573

Up $12,619 (+209%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$60K$40K$20K$0Assets 2010: $29,815Liabilities 2010: $0Net Assets 2010: $29,8152010Assets 2011: $35,355Liabilities 2011: $0Net Assets 2011: $35,3552011Assets 2012: $36,233Liabilities 2012: $0Net Assets 2012: $36,2332012Assets 2013: $49,005Liabilities 2013: $0Net Assets 2013: $49,0052013Assets 2014: $48,379Liabilities 2014: $0Net Assets 2014: $48,3792014Assets 2015: $47,704Liabilities 2015: $0Net Assets 2015: $47,7042015Assets 2016: $58,561Liabilities 2016: $0Net Assets 2016: $58,5612016Assets 2017: $53,563Liabilities 2017: $0Net Assets 2017: $53,5632017Assets 2018: $40,000Liabilities 2018: $0Net Assets 2018: $40,0002018Assets 2019: $28,086Liabilities 2019: $0Net Assets 2019: $28,0862019Assets 2020: $24,466Liabilities 2020: $0Net Assets 2020: $24,4662020Assets 2021: $33,866Liabilities 2021: $0Net Assets 2021: $33,8662021Assets 2022: $35,524Liabilities 2022: $0Net Assets 2022: $35,5242022Assets 2023: $29,478Liabilities 2023: $0Net Assets 2023: $29,4782023Assets 2024: $36,051Liabilities 2024: $0Net Assets 2024: $36,0512024

Highlighted filing

2024

Assets$36,051
Liabilities$0
Net Assets$36,051
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $54,950Expenses 2010: $25,929Net Income 2010: $29,0212010Revenue 2011: $35,500Expenses 2011: $29,960Net Income 2011: $5,5402011Revenue 2012: $45,000Expenses 2012: $44,122Net Income 2012: $8782012Revenue 2013: $62,350Expenses 2013: $49,578Net Income 2013: $12,7722013Revenue 2014: $47,500Expenses 2014: $48,126Net Income 2014: -$6262014Revenue 2015: $50,000Expenses 2015: $50,675Net Income 2015: -$6752015Revenue 2016: $56,667Expenses 2016: $45,810Net Income 2016: $10,8572016Revenue 2017: $39,000Expenses 2017: $43,998Net Income 2017: -$4,9982017Revenue 2018: $45,500Expenses 2018: $59,063Net Income 2018: -$13,5632018Revenue 2019: $48,000Expenses 2019: $59,914Net Income 2019: -$11,9142019Revenue 2020: $45,000Expenses 2020: $48,620Net Income 2020: -$3,6202020Revenue 2021: $55,105Expenses 2021: $45,705Net Income 2021: $9,4002021Revenue 2022: $49,000Expenses 2022: $47,342Net Income 2022: $1,6582022Revenue 2023: $49,000Expenses 2023: $55,046Net Income 2023: -$6,0462023Revenue 2024: $59,750Expenses 2024: $53,177Net Income 2024: $6,5732024

Highlighted filing

2024

Revenue$59,750
Expenses$53,177
Net Income$6,573
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$36,051
Liabilities
$0
Net assets
$36,051
Revenue
$59,750
Expenses
$53,177
Net income
$6,573
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.1$0.00$36.1$59.8$53.2$6.57
2023Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$49.0$55.0$6.05
2022Detailed filing. Detailed filing data is available for this year.$35.5$0.00$35.5$49.0$47.3$1.66
2021Detailed filing. Detailed filing data is available for this year.$33.9$0.00$33.9$55.1$45.7$9.40
2020Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$45.0$48.6$3.62
2019Detailed filing. Detailed filing data is available for this year.$28.1$0.00$28.1$48.0$59.9$11.9
2018Detailed filing. Detailed filing data is available for this year.$40.0$0.00$40.0$45.5$59.1$13.6
2017Detailed filing. Detailed filing data is available for this year.$53.6$0.00$53.6$39.0$44.0$5.00
2016Detailed filing. Detailed filing data is available for this year.$58.6$0.00$58.6$56.7$45.8$10.9
2015Detailed filing. Detailed filing data is available for this year.$47.7$0.00$47.7$50.0$50.7$0.68
2014Detailed filing. Detailed filing data is available for this year.$48.4$0.00$48.4$47.5$48.1$0.63
2013Detailed filing. Detailed filing data is available for this year.$49.0$0.00$49.0$62.4$49.6$12.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.2$0.00$36.2$45.0$44.1$0.88
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.4$0.00$35.4$35.5$30.0$5.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.8$0.00$29.8$55.0$25.9$29.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$59,750
Mission and Program Overview

Mission

To promote and improve the management of family wealth by providing an environment where individuals can learn and obtain a greater understanding of the unique issues and challenges associated with family wealth management and how to address them.

Program Services

DescriptionGrantsExpenses
TUESDAY, JAN. 23, 2024, 8:30 AM -3:00 PM, MEMBER MEETING IN CHAPEL HILL, NC - TOPIC - GENERATIVE AI: WHAT CHALLENGES AND OPPORTUNITIES DO MEMBERS SEE FOR THEIR FAMILY OFFICES, OPERATING COMPANIES, AND INVESTMENTS$0$0
TUESDAY, APRIL 23, 2024, 8:30 AM - 3:00 PM, MEMBER MEETING IN SPARTANBURG, SC - TOPIC - INVESTING TO STIMULATE REGIONAL ECONOMIC GROWTH$0$0
TUESDAY, OCTOBER 1, 2024 8:30 AM - 3:00 PM - MEMBER MEETING - VIRTUAL DUE TO HURRICANE HELENE. TOPIC - TAX POLICY$0$0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNT BROYHILLDirector, President-$0--
THERESA GEBHARDTDirector, Secretary, Vice-$0--
SCOTT MATTEIDirector, Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Carolinas Family Office Forum
EIN
26-4629547
Phone
9196194247
Address
100 WATERFORD PLACE, CHAPEL HILL, NC 27517

Signing Officer

Name
Scott Mattei
Title
Treasurer
Phone
9196194247
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Frost Pllc
Address
5510 SIX FORKS RD SUITE 130, RALEIGH, NC 27609
Preparer
David Haskins
Phone
9197828410
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: travel and meals. Amount: 1,348. Description: legal and professional fees. Amount: 600. Description: polls. Amount: 15. Total to form 990-ez, line 16: 1,963.”

Raw XML Appendix109 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0COOPER BIERSACH
IRS990EZ/BooksInCareOfDetail/PhoneNum09196194247
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 WATERFORD PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHAPEL HILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027517
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029478
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036051
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt06573
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt051000
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029478
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036051
IRS990EZ/GrossReceiptsAmt059750
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt059750
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029478
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036051
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029478
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036051
IRS990EZ/OccupancyRentUtltsAndMaintAmt0214
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HUNT BROYHILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THERESA GEBHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SCOTT MATTEI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR, PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR, SECRETARY, VICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR, TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01963
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE AND IMPROVE THE MANAGEMENT OF FAMILY WEALTH BY PROVIDING AN ENVIRONMENT WHERE INDIVIDUALS CAN LEARN AND OBTAIN A GREATER UNDERSTANDING OF THE UNIQUE ISSUES AND CHALLENGES ASSOCIATED WITH FAMILY WEALTH MANAGEMENT AND HOW TO ADDRESS THEM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TUESDAY, JAN. 23, 2024, 8:30 AM -3:00 PM, MEMBER MEETING IN CHAPEL HILL, NC - TOPIC - GENERATIVE AI: WHAT CHALLENGES AND OPPORTUNITIES DO MEMBERS SEE FOR THEIR FAMILY OFFICES, OPERATING COMPANIES, AND INVESTMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TUESDAY, APRIL 23, 2024, 8:30 AM - 3:00 PM, MEMBER MEETING IN SPARTANBURG, SC - TOPIC - INVESTING TO STIMULATE REGIONAL ECONOMIC GROWTH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TUESDAY, OCTOBER 1, 2024 8:30 AM - 3:00 PM - MEMBER MEETING - VIRTUAL DUE TO HURRICANE HELENE. TOPIC - TAX POLICY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt053177
IRS990EZ/TotalRevenueAmt059750
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: TRAVEL AND MEALS. AMOUNT: 1,348. DESCRIPTION: LEGAL AND PROFESSIONAL FEES. AMOUNT: 600. DESCRIPTION: POLLS. AMOUNT: 15. TOTAL TO FORM 990-EZ, LINE 16: 1,963.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT MATTEI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09196194247
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAROLINAS FAMILY OFFICE FORUM
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0264629547
ReturnHeader/Filer/PhoneNum09196194247
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 WATERFORD PLACE
ReturnHeader/Filer/USAddress/CityNm0CHAPEL HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027517
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271305750
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FROST PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05510 SIX FORKS RD SUITE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027609
ReturnHeader/PreparerPersonGrp/PhoneNum09197828410
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID HASKINS
ReturnHeader/ReturnTs02025-05-15T15:20:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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