Civic Intelligence

Ta Alexander M Worthjr Family Fdn

EIN 56-2025181 • Greensboro, NC

1811 Dalton RoadGreensboro, NC 27408
Siviq Scores

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

Liabilities / Assets

89th percentile

0.00x

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

NTEE T20Z • <$500k nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

0.00x

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

NTEE T20Z • <$500k nonprofits • Source year 2024

Net Margin

57th percentile

-1.0%

Higher net margin than 57% of similar nonprofits.

NTEE T20Z • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

NTEE T20Z • <$500k nonprofits • Source year 2024

Asset Growth

64th percentile

-0.1%

Faster asset growth than 64% of similar nonprofits.

NTEE T20Z • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-47%

Faster revenue growth than 23% of similar nonprofits.

NTEE T20Z • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$59,517

Down $41 (-0.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$59,517

Down $41 (-0.1%) from 2023

Revenue

Down

$3,948

Down $3,517 (-47%) from 2023

Expenses

Up

$3,989

Up $449 (+13%) from 2023

Net Income

Down

-$41

Down $3,966 (-101%) from 2023

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $89,406Liabilities 2010: $0Net Assets 2010: $89,4062010Assets 2011: $93,769Liabilities 2011: $0Net Assets 2011: $93,7692011Assets 2012: $91,848Liabilities 2012: $0Net Assets 2012: $91,8482012Assets 2020: $57,583Liabilities 2020: $0Net Assets 2020: $57,5832020Assets 2021: $57,385Liabilities 2021: $0Net Assets 2021: $57,3852021Assets 2022: $53,259Liabilities 2022: $0Net Assets 2022: $53,2592022Assets 2023: $59,558Liabilities 2023: $0Net Assets 2023: $59,5582023Assets 2024: $59,517Liabilities 2024: $0Net Assets 2024: $59,5172024

Highlighted filing

2024

Assets$59,517
Liabilities$0
Net Assets$59,517

Operations Trend

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

$40K$20K$0-$20K-$40KExpenses 2010: $4,6442010Expenses 2011: $3,6932011Expenses 2012: $5,4642012Revenue 2020: $4,175Expenses 2020: $36,070Net Income 2020: -$31,8952020Revenue 2021: $6,221Expenses 2021: $5,958Net Income 2021: $2632021Revenue 2022: $3,838Expenses 2022: $5,970Net Income 2022: -$2,1322022Revenue 2023: $7,465Expenses 2023: $3,540Net Income 2023: $3,9252023Revenue 2024: $3,948Expenses 2024: $3,989Net Income 2024: -$412024

Highlighted filing

2024

Revenue$3,948
Expenses$3,989
Net Income-$41

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 4, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXANDER W WORTHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ta Alexander M Worth Jr Family Fdn
EIN
56-2025181
Phone
8887304933
Address
1811 DALTON ROAD, GREENSBORO, NC 27408

Signing Officer

Name
-
Title
-
Phone
8887304933
Signed
2025-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
Raw XML Appendix343 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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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08887304933
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03050
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03089
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt039
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01923
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01516
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt031036
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05203
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt039
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05164
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt034475
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01923
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01516
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031036
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03050
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt039639
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt039678
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0786
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0786
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/Amt192
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0-
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0-
ReturnHeader/BusinessOfficerGrp/PhoneNum08887304933
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TA ALEXANDER M WORTH JR FAMILY FDN
ReturnHeader/Filer/BusinessNameControlTxt0ALEX
ReturnHeader/Filer/EIN0562025181
ReturnHeader/Filer/PhoneNum08887304933
ReturnHeader/Filer/USAddress/AddressLine1Txt01811 DALTON ROAD
ReturnHeader/Filer/USAddress/CityNm0GREENSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027408
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA B STROBEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-06T20:01:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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