Civic Intelligence

Kohlheim Family Fdn Inc - Agy

EIN 45-3111465 • Sullivans Island, SC

403 Station 20 StreetSullivans Island, SC 29482
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

68th percentile

18%

Higher net margin than 68% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

46th percentile

1.8%

Faster asset growth than 46% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

310%

Faster revenue growth than 95% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,284,458

Up $22,489 (+1.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,284,458

Up $22,489 (+1.8%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin68th percentile

Revenue

Up

$122,871

Up $92,921 (+310%) from 2023

Expenses

Up

$100,382

Up $1,877 (+1.9%) from 2023

Net Income

Up

$22,489

Up $91,044 (+133%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $550,854Liabilities 2011: $02011Assets 2012: $1,088,963Liabilities 2012: $02012Assets 2013: $1,099,437Liabilities 2013: $02013Assets 2014: $1,086,297Liabilities 2014: $02014Assets 2015: $1,022,194Liabilities 2015: $02015Assets 2017: $960,313Liabilities 2017: $0Net Assets 2017: $960,3132017Assets 2019: $839,531Liabilities 2019: $0Net Assets 2019: $839,5312019Assets 2020: $923,045Liabilities 2020: $0Net Assets 2020: $923,0452020Assets 2021: $1,226,430Liabilities 2021: $0Net Assets 2021: $1,226,4302021Assets 2022: $1,330,524Liabilities 2022: $0Net Assets 2022: $1,330,5242022Assets 2023: $1,261,969Liabilities 2023: $0Net Assets 2023: $1,261,9692023Assets 2024: $1,284,458Liabilities 2024: $0Net Assets 2024: $1,284,4582024

Highlighted filing

2024

Assets$1,284,458
Liabilities$0
Net Assets$1,284,458
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $551,696Expenses 2011: $686Net Income 2011: $551,0102011Revenue 2012: $567,964Expenses 2012: $27,770Net Income 2012: $540,1942012Revenue 2013: $60,030Expenses 2013: $50,097Net Income 2013: $9,9332013Revenue 2014: $43,066Expenses 2014: $56,389Net Income 2014: -$13,3232014Revenue 2015: $22,546Expenses 2015: $70,249Net Income 2015: -$47,7032015Revenue 2017: $38,960Expenses 2017: $70,572Net Income 2017: -$31,6122017Revenue 2019: $56,039Expenses 2019: $80,324Net Income 2019: -$24,2852019Revenue 2020: $154,232Expenses 2020: $79,882Net Income 2020: $74,3502020Revenue 2021: $400,788Expenses 2021: $97,403Net Income 2021: $303,3852021Revenue 2022: $179,270Expenses 2022: $98,483Net Income 2022: $80,7872022Revenue 2023: $29,950Expenses 2023: $98,505Net Income 2023: -$68,5552023Revenue 2024: $122,871Expenses 2024: $100,382Net Income 2024: $22,4892024

Highlighted filing

2024

Revenue$122,871
Expenses$100,382
Net Income$22,489
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,284,458
Liabilities
$0
Net assets
$1,284,458
Revenue
$122,871
Expenses
$100,382
Net income
$22,489
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.12$0.10$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.03$0.10$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.18$0.10$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.40$0.10$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.15$0.08$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.06$0.08$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.04$0.07$0.03
2015Summary only. Only limited summary data is available for this year.$1.02$0.00$0.02$0.07$0.05
2014Summary only. Only limited summary data is available for this year.$1.09$0.00$0.04$0.06$0.01
2013Summary only. Only limited summary data is available for this year.$1.10$0.00$0.06$0.05$0.01
2012Summary only. Only limited summary data is available for this year.$1.09$0.00$0.57$0.03$0.54
2011Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$0.00$0.55
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL A KOHLHEMPresidentPT$0--
LOUISE O KOHLHEIMVPPT$0--
Filing and Contact Details

Filer

Filer Name
Kohlheim Family Fdn Inc - Agy
EIN
45-3111465
Phone
8003523705
Address
403 STATION 20 STREET, SULLIVANS ISLAND, SC 29482

Signing Officer

Name
Paul a Kohlheim
Title
Trustee
Phone
8003523705
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Elliott Davis Llcpllc
Address
100 CALHOUN STREET SUITE 300, CHARLESTON, SC 29401
Preparer
Jonathan Cregg
Phone
8435777040
Raw XML Appendix360 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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL OPERATING SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7HURRICANE HELENE DISASTER RELIEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL OPERATING SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0111 CHURCH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1131 SPRING ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22864 AZALEA DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt335 WALNUT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt46296 RIVERS AVE 305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51330 LADY STREET 310
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6627 SWANNANOA RIVER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt83765 LEEDS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NORTH CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NORTH CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5COLUMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ASHEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7BOONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8CHARLESTON
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt076881
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07688
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt076881
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0431
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0431
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0431
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0431
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07688
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015382
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015382
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL A KOHLHEIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08003523705
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KOHLHEIM FAMILY FDN INC - AGY
ReturnHeader/Filer/BusinessNameControlTxt0KOHL
ReturnHeader/Filer/EIN0453111465
ReturnHeader/Filer/PhoneNum08003523705
ReturnHeader/Filer/USAddress/AddressLine1Txt0403 STATION 20 STREET
ReturnHeader/Filer/USAddress/CityNm0SULLIVANS ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029482
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570381582
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIOTT DAVIS LLCPLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CALHOUN STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029401
ReturnHeader/PreparerPersonGrp/PhoneNum08435777040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN CREGG
ReturnHeader/ReturnTs02025-05-14T14:32:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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