Civic Intelligence

The Curtis Foundation Inc

990PF • Fiscal year 2022 • EIN 56-1257146

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

Organization Profile
3012 Highwoods Blvd Suite 201Raleigh, NC 27604

(919) 781-6119

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

94th percentile

83%

Higher net margin than 94% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

80th percentile

15%

Faster asset growth than 80% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

31st percentile

-11%

Faster revenue growth than 31% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$12,088,690

Up $1,557,365 (+15%) from 2021

Net Assets

Up

$12,088,690

Up $1,557,365 (+15%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin94th percentile

Revenue

Down

$1,888,560

Down $241,762 (-11%) from 2021

Expenses

Down

$322,530

Down $2,916,544 (-90%) from 2021

Net Income

Up

$1,566,030

Up $2,674,782 (+241%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$15M$10M$5.0M$0Assets 2011: $10,666,385Liabilities 2011: $02011Assets 2012: $10,683,353Liabilities 2012: $02012Assets 2013: $10,688,779Liabilities 2013: $02013Assets 2014: $10,875,832Liabilities 2014: $02014Assets 2015: $12,876,352Liabilities 2015: $02015Assets 2018: $13,547,237Liabilities 2018: $0Net Assets 2018: $13,547,2372018Assets 2019: $13,334,334Liabilities 2019: $0Net Assets 2019: $13,334,3342019Assets 2020: $11,643,399Liabilities 2020: $0Net Assets 2020: $11,643,3992020Assets 2021: $10,531,325Liabilities 2021: $0Net Assets 2021: $10,531,3252021Assets 2022: $12,088,690Liabilities 2022: $0Net Assets 2022: $12,088,6902022Assets 2023: $11,970,472Liabilities 2023: $0Net Assets 2023: $11,970,4722023Assets 2024: $12,429,043Liabilities 2024: $0Net Assets 2024: $12,429,0432024

Highlighted filing

2022

Assets$12,088,690
Liabilities$0
Net Assets$12,088,690
Open 2022 Filing

Operations Trend

Revenue Growth31st percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $510,148Expenses 2011: $337,773Net Income 2011: $172,3752011Revenue 2012: $377,745Expenses 2012: $360,777Net Income 2012: $16,9682012Revenue 2013: $629,630Expenses 2013: $624,204Net Income 2013: $5,4262013Revenue 2014: $876,309Expenses 2014: $689,256Net Income 2014: $187,0532014Revenue 2015: $2,676,945Expenses 2015: $676,425Net Income 2015: $2,000,5202015Revenue 2018: $697,316Expenses 2018: $2,540,624Net Income 2018: -$1,843,3082018Revenue 2019: $1,212,200Expenses 2019: $1,326,596Net Income 2019: -$114,3962019Revenue 2020: $1,663,156Expenses 2020: $2,371,892Net Income 2020: -$708,7362020Revenue 2021: $2,130,322Expenses 2021: $3,239,074Net Income 2021: -$1,108,7522021Revenue 2022: $1,888,560Expenses 2022: $322,530Net Income 2022: $1,566,0302022Revenue 2023: $1,295,284Expenses 2023: $1,409,130Net Income 2023: -$113,8462023Revenue 2024: $763,962Expenses 2024: $305,391Net Income 2024: $458,5712024

Highlighted filing

2022

Revenue$1,888,560
Expenses$322,530
Net Income$1,566,030
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD W CURTISPresident/Trustee-$0--
DONNA C MCCLATCHEYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNC LINEBERGER COMPREHENSIVE CANCER CENTERGENERAL SUPPORTPCCHAPEL HILL, NC, US$12,500
Paid GrantUNIVERSITY OF NORTH CAROLINA AT CHAPEL HILLGENERAL SUPPORTPCCHAPEL HILL, NC, US$11,100
Paid GrantMETHODIST HOME FOR CHILDRENGENERAL SUPPORTPCGOLDSBORO, NC, US$11,000
Paid GrantAMERICAN RED CROSSGENERAL SUPPORTPCRALEIGH, NC, US$10,000
Paid GrantCAROLINA WOMEN'S LEADERSHIP COUNCILGENERAL SUPPORTPCCHAPEL HILL, NC, US$10,000
Paid GrantDURHAM RESCUE MISSIONGENERAL SUPPORTPCDURHAM, NC, US$10,000
Paid GrantUNC EDUCATIONAL FOUNDATION INCGENERAL SUPPORTPCCHAPEL HILL, NC, US$7,500
Paid GrantFIRST UNITED METHODIST CHURCH BESSEMERGENERAL SUPPORTPCBESSEMER CITY, NC, US$6,100
Paid GrantWAKEMED FOUNDATIONGENERAL SUPPORTPCRALEIGH, NC, US$6,000
Paid GrantBROADCASTERS FOUNDATION OF AMERICAGENERAL SUPPORTPCNEW YORK, NY, US$5,000
Paid GrantDIX PARK CONSERVANCYGENERAL SUPPORTPCRALEIGH, NC, US$5,000
Paid GrantEDENTON STREET UNITED METHODIST CHURCHGENERAL SUPPORTPCRALEIGH, NC, US$5,000
Paid GrantFOOD BANK OF CENTRAL & EASTERN NCGENERAL SUPPORTPCRALEIGH, NC, US$5,000
Paid GrantGREEN CHAIR PROJECTGENERAL SUPPORTPCRALEIGH, NC, US$5,000
Paid GrantGUILFORD COLLEGEGENERAL SUPPORTPCGREENSBORO, NC, US$5,000
Paid GrantINTER-FAITH FOOD SHUTTLEGENERAL SUPPORTPCRALEIGH, NC, US$5,000
Paid GrantLEUKEMIA & LYMPHOMA SOCIETYGENERAL SUPPORTPCCHARLOTTE, NC, US$5,000
Paid GrantRALEIGH RESCUE MISSIONGENERAL SUPPORTPCRALEIGH, NC, US$5,000
Paid GrantREX HEALTHCARE FOUNDATIONGENERAL SUPPORTPCRALEIGH, NC, US$5,000
Paid GrantSALVATION ARMYGENERAL SUPPORTPCRALEIGH, NC, US$5,000
Paid GrantSPCA OF WAKE COUNTYGENERAL SUPPORTPCRALEIGH, NC, US$5,000
Paid GrantTAMMY LYNN CENTERGENERAL SUPPORTPCRALEIGH, NC, US$5,000
Paid GrantTHE UNIVERSITY OF GEORGIA FOUNDATIONGENERAL SUPPORTPCATHENS, GA, US$5,000
Paid GrantTRANSITIONS LIFECAREGENERAL SUPPORTPCRALEIGH, NC, US$5,000
Paid GrantUNC TVGENERAL SUPPORTPCDURHAM, NC, US$5,000
Paid GrantUNITED WAY OF THE GREATER TRIANGLEGENERAL SUPPORTPCDURHAM, NC, US$5,000
Paid GrantWILLIAM PEACE UNIVERSITYGENERAL SUPPORTPCRALEIGH, NC, US$5,000
Paid GrantMOUNT PLEASANT BAPTIST CHURCHGENERAL SUPPORTPCBELMONT, NC, US$3,550
Paid GrantALLIANCE MEDICIAL MINISTRYGENERAL SUPPORTPCRALEIGH, NC, US$2,500
Paid GrantFAMILY PROMISE OF WAKE COUNTYGENERAL SUPPORTPCRALEIGH, NC, US$2,500
Paid GrantHIGHER EDUCATION WORKS FOUNDATIONGENERAL SUPPORTPCRALEIGH, NC, US$2,500
Paid GrantJOURNEY MATESGENERAL SUPPORTPCRALEIGH, NC, US$2,500
Paid GrantMEALS ON WHEELSGENERAL SUPPORTPCRALEIGH, NC, US$2,500
Paid GrantSAFE CHILDGENERAL SUPPORTPCRALEIGH, NC, US$2,500
Paid GrantYOUNG LIFEGENERAL SUPPORTPCCOLORADO SPRINGS, CO, US$2,500
Paid GrantBOYS AND GIRLS CLUB OF COASTAL CAROLINAGENERAL SUPPORTPCMOREHEAD CITY, NC, US$1,000
Paid GrantFOCUSGENERAL SUPPORTPCGOLDEN, CO, US$1,000
Paid GrantJAN & LUCY CADDELL LEGACY SCHOLARSHIP FUNDGENERAL SUPPORTPCWEST JEFFERSON, NC, US$1,000
Paid GrantNORTH CAROLINIANA SOCIETYGENERAL SUPPORTPCCHAPEL HILL, NC, US$1,000
Paid GrantPAGE ALUMNI AND FRIENDS ASSOCIATIONGENERAL SUPPORTPCGREENSBORO, NC, US$1,000
Paid GrantPREVENT BLINDNESS NCGENERAL SUPPORTPCRALEIGH, NC, US$1,000
Paid GrantRUTH SHEETS ADULT DAY CARE CENTERGENERAL SUPPORTPCRALEIGH, NC, US$1,000
Paid GrantST JOHN'S LUTHERAN LCMSGENERAL SUPPORTPCGLEN ARM, MD, US$1,000
Paid GrantLAURINBURG-SCOTLAND COUNTY CHAMBER OF COMMERCEGENERAL SUPPORTPCLAURINBURG, NC, US$855
Paid GrantPANCREATIC CANCER ACTION NETWORKGENERAL SUPPORTPCMANHATTAN BEACH, CA, US$250
Paid GrantLANCASTER SPCAGENERAL SUPPORTPCLANCASTER, PA, US$100
Paid GrantCALVARY CHAPEL CHINE HILLGENERAL SUPPORTPCCHINO, CA, US$50
Filing and Contact Details

Filer

Filer Name
The Curtis Foundation
EIN
56-1257146
Phone
9197816119
Address
3012 HIGHWOODS BLVD SUITE 201, RALEIGH, NC 27604

Signing Officer

Name
Donald W Curtis
Title
Trustee
Phone
9197816119
Signed
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Judy & Tucker Pa
Address
4700 FALLS OF NEUSE ROAD, RALEIGH, NC 27609
Preparer
Chris P Judy CPA
Phone
9195717055
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12925005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13039513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBVIE INC 206 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABERDEEN EMERGING MARKETS INSTITUTIONAL FUND 28,766.336 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ACUSHNET HOLDINGS CORP 624 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ADOBE INC 201 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALIGN TECHNOLOGY INC 187 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMAZON COM INC 20 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMCOR PLC 1,523 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMERICAN ELECTRIC POWER INC 181 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMERICAN TOWER CORP 380 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AMERISOURCEBERGEN CORP 663 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AMGEN INC 259 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AMGEN INC 63 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12APTARGROUP INC 62 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ARTISAN PARTNERS ASSET MANAGEMENT 274 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ASML HOLDING N.V. 131 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ASPEN TECHNOLOGY INC 193 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16AT&T INC 2,042 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ATRION CORP 14 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18AUTOHOME INC 350 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BANCFIRST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BAXTER INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21BCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23BRITISH AMERICAN TOBACCO P.L.C - ADR 1,410 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CANADIAN IMPERIAL BK OF COMMERCE 280 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CHEVRON CORP 530 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CHIPOTLE MEXICAN GRILL INC 52 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CISCO SYSTEMS INC 457 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CLEARWATER ANALYTICS HLDGS INC 370 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CLOROX CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CME GROUP INCE 431 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31COCA COLA CO 1,156 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CONAGRA BRANDS INC 1,726 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CONAGRA BRANDS INC 542 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CORVEL CORP 152 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CROWN CASTLE INC 301 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CVS HEALTH CORP 1,057 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37DANAHER CORP 338 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38DIGITAL RLTY TR INC 243 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39DOLLAR GENERAL CORP 378 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40DOMINION ENERGY INC 530 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41DONALDSON CO INC 158 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42DRIL-QUIP INC 261 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43DUKE ENERGY HOLDING CORP.COM 429 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44EATON VANCE FLOATING-RATE FUND 23,640.662 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45EMCOR GROUP INC 282 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ENBRIDGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ESTEE LAUDER COMPANIES INC 281 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48FACTSET RESH SYS INC 57 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49FIRST HAWAIIAN INC 1,044 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50FTI CONSULTING INC 270 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51GILEAD SCIENCES INC 724 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52GLOBAL PMTS INC 563 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53GOLDMAN SACHS COMMODITY STRATEGY 37,258.259 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54GRACO INC 388 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55GRAINGER W W INC 191 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56HENRY JACK & ASSOC INC 71 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57HUNTINGTON BANCSHARES INC 2,244 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ILLUMINA INC 358 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59INTUIT COM 203 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60INTUITIVE SURGICAL INC 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61ISHARES CMBS ETF 1,662 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62ISHARES MSCI EMERGING MARKETS ETF 2,500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ISHARES RUSSELL MID CAP ETF 14,012 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64JM SMUCKER CO 356 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65JOHNSON & JOHNSON 507 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66JPMORGAN CHASE & CO 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67KEYCORP NEW 1,280 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68KIMBERLY CLARK CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69LANDSTAR SYS INC 170 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70LCI INDUSTRIES 98 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71LOWES COS INC 430 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72LUKOIL PJSC 219 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73LULULEMON ATHLETICA INC 141 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74LYONDELLBASELL INDUSTRIES NV 158 SHS

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,088,690
Liabilities
$0
Net assets
$12,088,690
Revenue
$1,888,560
Expenses
$322,530
Net income
$1,566,030
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.76$0.31$0.46
2023Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$1.30$1.41$0.11
2022Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$1.89$0.32$1.57
2021Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$2.13$3.24$1.11
2020Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$1.66$2.37$0.71
2019Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$1.21$1.33$0.11
2018Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$0.70$2.54$1.84
2015Summary only. Only limited summary data is available for this year.$12.9$0.00$2.68$0.68$2.00
2014Summary only. Only limited summary data is available for this year.$10.9$0.00$0.88$0.69$0.19
2013Summary only. Only limited summary data is available for this year.$10.7$0.00$0.63$0.62$0.01
2012Summary only. Only limited summary data is available for this year.$10.7$0.00$0.38$0.36$0.02
2011Summary only. Only limited summary data is available for this year.$10.7$0.00$0.51$0.34$0.17