Civic Intelligence

Kerry and Simone Vickar Family Foundation

EIN 34-1974937 • Charlotte, NC

Pub. 78 EligibleNTEE T22
112 S Tryon Street 200Charlotte, NC 28284
Siviq Scores

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

Liabilities / Assets

78th percentile

0.00x

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

NTEE T22 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.00x

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

NTEE T22 • $10M-$25M nonprofits • Source year 2024

Net Margin

83rd percentile

77%

Higher net margin than 83% of similar nonprofits.

NTEE T22 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

85th percentile

$70,584

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

NTEE T22 • $10M-$25M nonprofits • Source year 2024

Asset Growth

95th percentile

59%

Faster asset growth than 95% of similar nonprofits.

NTEE T22 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

-0.7%

Faster revenue growth than 37% of similar nonprofits.

NTEE T22 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$12,558,777

Up $4,681,041 (+59%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$12,558,777

Up $4,681,041 (+59%) from 2023

Operations
Liabilities / Revenue78th percentileNet Margin83rd percentile

Revenue

Down

$6,122,615

Down $42,410 (-0.7%) from 2023

Expenses

Down

$1,425,327

Down $375,982 (-21%) from 2023

Net Income

Up

$4,697,288

Up $333,572 (+7.6%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$15M$10M$5.0M$0Assets 2020: $2,677,067Liabilities 2020: $0Net Assets 2020: $2,677,0672020Assets 2021: $2,924,175Liabilities 2021: $0Net Assets 2021: $2,924,1752021Assets 2022: $3,514,020Liabilities 2022: $0Net Assets 2022: $3,514,0202022Assets 2023: $7,877,736Liabilities 2023: $0Net Assets 2023: $7,877,7362023Assets 2024: $12,558,777Liabilities 2024: $0Net Assets 2024: $12,558,7772024

Highlighted filing

2024

Assets$12,558,777
Liabilities$0
Net Assets$12,558,777
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2020: $821,510Expenses 2020: $787,094Net Income 2020: $34,4162020Revenue 2021: $1,415,673Expenses 2021: $1,168,565Net Income 2021: $247,1082021Revenue 2022: $1,837,287Expenses 2022: $1,243,788Net Income 2022: $593,4992022Revenue 2023: $6,165,025Expenses 2023: $1,801,309Net Income 2023: $4,363,7162023Revenue 2024: $6,122,615Expenses 2024: $1,425,327Net Income 2024: $4,697,2882024

Highlighted filing

2024

Revenue$6,122,615
Expenses$1,425,327
Net Income$4,697,288
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$12,558,777
Liabilities
$0
Net assets
$12,558,777
Revenue
$6,122,615
Expenses
$1,425,327
Net income
$4,697,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$6.12$1.43$4.70
2023Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$6.17$1.80$4.36
2022Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$1.84$1.24$0.59
2021Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$1.42$1.17$0.25
2020Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.82$0.79$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-PresidentFT$70,584-$70,584
-DirectorPT$0--
-Director-$0--
-TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Kerry & Simone Vickar Family Foundation
EIN
34-1974937
Phone
7049108376
Address
112 S Tryon Street 200, Charlotte, NC 28284

Signing Officer

Name
Jeffrey R Gifford
Title
Treasurer
Phone
7049108376
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars LLP
Address
4350 Congress Street Suite 900, Charlotte, NC 28209
Preparer
Stuart Nofsinger
Phone
7943677020
Raw XML AppendixShowing 400 of 765 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/BusinessName/BusinessNameLine1Txt0L Kerry Vickar
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt1Eric L Vickar
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt2Simone D Vickar
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt3Jeffery R Gifford
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