Civic Intelligence

Live Oak Foundation Inc.

990PF • Fiscal year 2023 • EIN 47-2805120

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2025

Organization Profile
Post Office Box 159Sanford, NC 27331

(276) 957-4656

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

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

2023 filings • NTEE A • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

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

2023 filings • NTEE A • $1M-$5M nonprofits • Source year 2023

Net Margin

24th percentile

-17%

Higher net margin than 24% of similar nonprofits.

2023 filings • NTEE A • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2023 filings • NTEE A • $1M-$5M nonprofits • Source year 2023

Asset Growth

33rd percentile

-1.7%

Faster asset growth than 33% of similar nonprofits.

2023 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-81%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$4,914,323

Down $86,198 (-1.7%) from 2022

Net Assets

Down

$4,914,323

Down $86,198 (-1.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin24th percentile

Revenue

Down

$215,988

Down $918,440 (-81%) from 2022

Expenses

Down

$251,627

Down $21,681 (-7.9%) from 2022

Net Income

Down

-$35,639

Down $896,759 (-104%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $2,995,941Liabilities 2015: $685,215Net Assets 2015: $2,310,7262015Assets 2016: $3,037,965Liabilities 2016: $740,699Net Assets 2016: $2,297,2662016Assets 2017: $3,148,297Liabilities 2017: $740,699Net Assets 2017: $2,407,5982017Assets 2019: $2,859,802Liabilities 2019: $0Net Assets 2019: $2,859,8022019Assets 2020: $4,173,953Liabilities 2020: $0Net Assets 2020: $4,173,9532020Assets 2021: $4,704,664Liabilities 2021: $0Net Assets 2021: $4,704,6642021Assets 2022: $5,000,521Liabilities 2022: $0Net Assets 2022: $5,000,5212022Assets 2023: $4,914,323Liabilities 2023: $0Net Assets 2023: $4,914,3232023Assets 2024: $7,709,523Liabilities 2024: $0Net Assets 2024: $7,709,5232024

Highlighted filing

2023

Assets$4,914,323
Liabilities$0
Net Assets$4,914,323
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $804,224Expenses 2015: $13,196Net Income 2015: $791,0282015Revenue 2016: $60,293Expenses 2016: $18,269Net Income 2016: $42,0242016Revenue 2017: $188,860Expenses 2017: $141,666Net Income 2017: $47,1942017Revenue 2019: $134,537Expenses 2019: $135,658Net Income 2019: -$1,1212019Revenue 2020: $180,774Expenses 2020: $211,553Net Income 2020: -$30,7792020Revenue 2021: $427,441Expenses 2021: $284,320Net Income 2021: $143,1212021Revenue 2022: $1,134,428Expenses 2022: $273,308Net Income 2022: $861,1202022Revenue 2023: $215,988Expenses 2023: $251,627Net Income 2023: -$35,6392023Revenue 2024: $2,662,869Expenses 2024: $326,480Net Income 2024: $2,336,3892024

Highlighted filing

2023

Revenue$215,988
Expenses$251,627
Net Income-$35,639
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
OA KELLERPresident-$0--
WILLIAM CARTER KELLERVice President-$0--
RHONDA R WOODALLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Live Oak Foundation
EIN
47-2805120
Phone
2769574656
Address
POST OFFICE BOX 159, SANFORD, NC 27331

Signing Officer

Name
Oa Keller
Title
President
Phone
2769574656
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Judy & Tucker Pa
Address
5919 OLEANDER DRIVE SUITE 115, WILMINGTON, NC 28403
Preparer
Rebecca Welker CPA
Phone
9195717055
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0109797
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0110572
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-35639
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0374119
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0114
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0114
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0105302
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0187029
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt019283
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt019283
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04401
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08844
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0219000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt028184
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0251627
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0215213
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0215988
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt028184
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt037127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt018970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt190465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3159073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt332196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt461486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt332196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt461486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt023710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt197363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3191269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt461486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AS REPORTED BY RAYMOND JAMES XU778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AS REPORTED BY RAYMOND JAMES XU778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AS REPORTED BY CAPTRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3AS REPORTED BY CAPTRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0105302
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-35639
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt050559
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04964882
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05000521
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04914323
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0224118
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0224118
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0224118
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0226718
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02600
IRS990PF/DistributableAmountGrp/TotalTaxAmt02600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03275
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05875
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03275
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05875
IRS990PF/FMVAssetsEOYAmt04914323
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt01187940
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt01187940
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02840240
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02789681
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt018428
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02420
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02420
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04688239
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04616414
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04616414
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0240357
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0240357
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0240357
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0240357
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0972341
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0936702
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt053497
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt055132
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt055132
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05000521
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04914323
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04914323
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05000521
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04914323
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05000521
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04914323
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04603419
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt052204
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04551215
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt069051
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0226718
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04534368
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04603419
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0OA KELLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM CARTER KELLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RHONDA R WOODALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0POST OFFICE BOX 159
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1POST OFFICE BOX 159
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2POST OFFICE BOX 159
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SANFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NC

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,914,323
Liabilities
$0
Net assets
$4,914,323
Revenue
$215,988
Expenses
$251,627
Net income
-$35,639
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$2.66$0.33$2.34
2023Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.22$0.25$0.04
2022Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$1.13$0.27$0.86
2021Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.43$0.28$0.14
2020Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.18$0.21$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.13$0.14$0.00
2017Summary only. Only limited summary data is available for this year.$3.15$0.74$2.41$0.19$0.14$0.05
2016Summary only. Only limited summary data is available for this year.$3.04$0.74$2.30$0.06$0.02$0.04
2015Summary only. Only limited summary data is available for this year.$3.00$0.69$2.31$0.80$0.01$0.79