Civic Intelligence

Akerson Family Foundation- Agy

EIN 54-1991343 • Charlotte, NC

620 S Tryon StCharlotte, NC 28255
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Net Margin

94th percentile

79%

Higher net margin than 94% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Top Officer Pay

70th percentile

$30,000

Higher top officer pay than 70% of similar nonprofits.

$10M-$25M nonprofits • Source year 2012

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

163%

Faster revenue growth than 93% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$11,825,573

Up $1,601,114 (+16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$11,825,573

Up $1,601,114 (+16%) from 2023

Operations
Liabilities / Revenue18th percentileNet Margin94th percentile

Revenue

Up

$3,677,071

Up $1,065,090 (+41%) from 2023

Expenses

Up

$709,328

Up $163,395 (+30%) from 2023

Net Income

Up

$2,967,743

Up $901,695 (+44%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$15M$10M$5.0M$0Assets 2010: $2,933,163Liabilities 2010: $0Net Assets 2010: $2,933,1632010Assets 2011: $2,722,620Liabilities 2011: $12011Assets 2012: $2,596,870Liabilities 2012: $0Net Assets 2012: $2,596,8702012Assets 2013: $2,428,007Liabilities 2013: $0Net Assets 2013: $2,428,0072013Assets 2014: $4,001,050Liabilities 2014: $0Net Assets 2014: $4,001,0502014Assets 2015: $3,794,963Liabilities 2015: $0Net Assets 2015: $3,794,9632015Assets 2017: $4,475,859Liabilities 2017: $0Net Assets 2017: $4,475,8592017Assets 2018: $4,622,101Liabilities 2018: $0Net Assets 2018: $4,622,1012018Assets 2019: $4,124,637Liabilities 2019: $02019Assets 2020: $4,022,585Liabilities 2020: $0Net Assets 2020: $4,022,5852020Assets 2021: $8,573,648Liabilities 2021: $0Net Assets 2021: $8,573,6482021Assets 2022: $9,000,059Liabilities 2022: $0Net Assets 2022: $9,000,0592022Assets 2023: $10,224,459Liabilities 2023: $0Net Assets 2023: $10,224,4592023Assets 2024: $11,825,573Liabilities 2024: $0Net Assets 2024: $11,825,5732024

Highlighted filing

2024

Assets$11,825,573
Liabilities$0
Net Assets$11,825,573
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $325,0532010Revenue 2011: $204,056Expenses 2011: $281,054Net Income 2011: -$76,9982011Expenses 2012: $291,2162012Revenue 2013: $115,715Expenses 2013: $268,031Net Income 2013: -$152,3162013Revenue 2014: $1,958,825Expenses 2014: $296,065Net Income 2014: $1,662,7602014Revenue 2015: $95,635Expenses 2015: $301,722Net Income 2015: -$206,0872015Revenue 2017: $285,054Expenses 2017: $908,401Net Income 2017: -$623,3472017Revenue 2018: $746,360Expenses 2018: $598,362Net Income 2018: $147,9982018Revenue 2019: $106,001Expenses 2019: $603,757Net Income 2019: -$497,7562019Revenue 2020: $165,078Expenses 2020: $266,884Net Income 2020: -$101,8062020Revenue 2021: $7,853,078Expenses 2021: $271,809Net Income 2021: $7,581,2692021Revenue 2022: $994,527Expenses 2022: $563,271Net Income 2022: $431,2562022Revenue 2023: $2,611,981Expenses 2023: $545,933Net Income 2023: $2,066,0482023Revenue 2024: $3,677,071Expenses 2024: $709,328Net Income 2024: $2,967,7432024

Highlighted filing

2024

Revenue$3,677,071
Expenses$709,328
Net Income$2,967,743
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$11,825,573
Liabilities
$0
Net assets
$11,825,573
Revenue
$3,677,071
Expenses
$709,328
Net income
$2,967,743
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$3.68$0.71$2.97
2023Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$2.61$0.55$2.07
2022Detailed filing. Detailed filing data is available for this year.$9.00$0.00$9.00$0.99$0.56$0.43
2021Detailed filing. Detailed filing data is available for this year.$8.57$0.00$8.57$7.85$0.27$7.58
2020Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.17$0.27$0.10
2019Summary only. Only limited summary data is available for this year.$4.12$0.00$0.11$0.60$0.50
2018Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.75$0.60$0.15
2017Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.29$0.91$0.62
2015Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.10$0.30$0.21
2014Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$1.96$0.30$1.66
2013Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.12$0.27$0.15
2012Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.29
2011Summary only. Only limited summary data is available for this year.$2.72$0.00$0.20$0.28$0.08
2010Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GRETCHEN E AKERSONVP/Exec DirectorPT$67,000-$67,000
ELIZABETH C AKERSONDir/Treas-$30,000-$30,000
DANIEL F AKERSONChairman-$0--
KEITH D AKERSONDir/Sec-$0--
Filing and Contact Details

Filer

Filer Name
Akerson Family Foundation- Agy
EIN
54-1991343
Phone
8887304933
Address
620 S TRYON ST, CHARLOTTE, NC 28255

Signing Officer

Name
Gretchen Akerson
Title
VP/ Director
Phone
8887304933
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
Raw XML AppendixShowing 400 of 884 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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