Civic Intelligence

William & Patricia Gorelick Family Foundation

EIN 56-1743190 • Charlotte, NC

Refreshing map…

6836 Carnegie BLVD STE 300Charlotte, NC 28211
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

55th percentile

5.0%

Faster asset growth than 55% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-20%

Faster revenue growth than 14% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$9,274,879

Up $439,915 (+5.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$9,274,879

Up $439,915 (+5.0%) from 2023

Revenue

Down

$652,961

Down $168,191 (-20%) from 2023

Expenses

Down

$769,377

Down $57,385 (-6.9%) from 2023

Net Income

Down

-$116,416

Down $110,806 (-1975%) from 2023

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $4,738,715Liabilities 2011: $02011Assets 2012: $5,005,161Liabilities 2012: $02012Assets 2013: $5,205,113Liabilities 2013: $02013Assets 2014: $5,345,381Liabilities 2014: $02014Assets 2015: $5,913,858Liabilities 2015: $02015Assets 2019: $6,349,815Liabilities 2019: $02019Assets 2020: $8,320,830Liabilities 2020: $0Net Assets 2020: $8,320,8302020Assets 2021: $9,645,013Liabilities 2021: $0Net Assets 2021: $9,645,0132021Assets 2022: $8,944,074Liabilities 2022: $0Net Assets 2022: $8,944,0742022Assets 2023: $8,834,964Liabilities 2023: $0Net Assets 2023: $8,834,9642023Assets 2024: $9,274,879Liabilities 2024: $0Net Assets 2024: $9,274,8792024

Highlighted filing

2024

Assets$9,274,879
Liabilities$0
Net Assets$9,274,879

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $331,169Expenses 2011: $411,383Net Income 2011: -$80,2142011Revenue 2012: $166,656Expenses 2012: $402,519Net Income 2012: -$235,8632012Revenue 2013: $283,231Expenses 2013: $502,455Net Income 2013: -$219,2242013Revenue 2014: $541,956Expenses 2014: $401,688Net Income 2014: $140,2682014Revenue 2015: $1,132,964Expenses 2015: $604,130Net Income 2015: $528,8342015Revenue 2019: $464,874Expenses 2019: $714,107Net Income 2019: -$249,2332019Revenue 2020: $646,133Expenses 2020: $674,606Net Income 2020: -$28,4732020Revenue 2021: $957,602Expenses 2021: $665,880Net Income 2021: $291,7222021Revenue 2022: $2,694,908Expenses 2022: $735,368Net Income 2022: $1,959,5402022Revenue 2023: $821,152Expenses 2023: $826,762Net Income 2023: -$5,6102023Revenue 2024: $652,961Expenses 2024: $769,377Net Income 2024: -$116,4162024

Highlighted filing

2024

Revenue$652,961
Expenses$769,377
Net Income-$116,416

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM GORELICKPresident-$0--
TODD GORELICKSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
William & Patricia Gorelick Family Foundation
EIN
56-1743190
In Care Of
% TODD GORELICK
Phone
7044421094
Address
6836 Carnegie BLVD STE 300, CHARLOTTE, NC 28211

Signing Officer

Name
William Gorelick
Title
President
Phone
7044421094
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Pesta Finnie & Associates Llp
Address
6826 CARNEGIE BLVD, CHARLOTTE, NC 28211
Preparer
Derrick J Kaul
Phone
7043641829
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt142891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-10936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt326310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt426310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt526310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt142891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-10936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE STATEMENT A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE STATEMENT A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SEE STATEMENT B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0317146
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-116416
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0556331
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09274879
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08834964
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09274879
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0472648
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0472648
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0472648
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0479519
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06871
IRS990PF/DistributableAmountGrp/TotalTaxAmt06871
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02878
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09749
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06871
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02878
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06871
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06871
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09749
IRS990PF/FMVAssetsEOYAmt09274879
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt038244
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0553199
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0553199
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0172245
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0567790
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0565674
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0395545
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0395545
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt037532
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt026336
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt026336
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt08193514
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt08299799
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt08299799
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08834964
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt09274879
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08834964
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09274879
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09274879
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08834964
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09274879
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08834964
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09274879
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09736431
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03498
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09732933
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0146046
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0479519
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09590385
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09736431
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM GORELICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TODD GORELICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06836 Carnegie BLVD STE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16836 Carnegie BLVD STE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128211
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0594475
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0594475
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false

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