Civic Intelligence

Lucius Wade Edwards Private Fdtn

EIN 56-2026070 • Raleigh, NC

3201 Glenwood Avenue Suite 100Raleigh, NC 27612
Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2022

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1071%

Faster revenue growth than 99% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$852,625

Up $100,018 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$852,625

Up $100,018 (+13%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin97th percentile

Revenue

Up

$111,532

Up $102,005 (+1071%) from 2023

Expenses

Down

$11,554

Down $155,123 (-93%) from 2023

Net Income

Up

$99,978

Up $257,128 (+164%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,286,569Liabilities 2011: $3,9962011Assets 2012: $2,120,246Liabilities 2012: $02012Assets 2013: $2,052,398Liabilities 2013: $02013Assets 2014: $2,079,515Liabilities 2014: $02014Assets 2015: $1,833,576Liabilities 2015: $02015Assets 2016: $1,638,539Liabilities 2016: $3,438Net Assets 2016: $1,635,1012016Assets 2017: $1,535,955Liabilities 2017: $0Net Assets 2017: $1,535,9552017Assets 2018: $1,391,602Liabilities 2018: $4,060Net Assets 2018: $1,387,5422018Assets 2019: $1,196,471Liabilities 2019: $0Net Assets 2019: $1,196,4712019Assets 2020: $1,008,346Liabilities 2020: $4,700Net Assets 2020: $1,003,6462020Assets 2021: $1,092,161Liabilities 2021: $9,729Net Assets 2021: $1,082,4322021Assets 2022: $909,842Liabilities 2022: $0Net Assets 2022: $909,8422022Assets 2023: $752,607Liabilities 2023: $0Net Assets 2023: $752,6072023Assets 2024: $852,625Liabilities 2024: $0Net Assets 2024: $852,6252024

Highlighted filing

2024

Assets$852,625
Liabilities$0
Net Assets$852,625
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $335,443Expenses 2011: $252,809Net Income 2011: $82,6342011Revenue 2012: $74,451Expenses 2012: $229,964Net Income 2012: -$155,5132012Revenue 2013: $150,697Expenses 2013: $223,446Net Income 2013: -$72,7492013Revenue 2014: $236,532Expenses 2014: $209,493Net Income 2014: $27,0392014Revenue 2015: $25,322Expenses 2015: $270,260Net Income 2015: -$244,9382015Revenue 2016: $64,234Expenses 2016: $263,356Net Income 2016: -$199,1222016Revenue 2017: $126,742Expenses 2017: $221,895Net Income 2017: -$95,1532017Revenue 2018: $65,328Expenses 2018: $213,320Net Income 2018: -$147,9922018Revenue 2019: $25,081Expenses 2019: $215,781Net Income 2019: -$190,7002019Revenue 2020: $22,396Expenses 2020: $215,489Net Income 2020: -$193,0932020Revenue 2021: $316,230Expenses 2021: $237,045Net Income 2021: $79,1852021Revenue 2022: $38,779Expenses 2022: $211,496Net Income 2022: -$172,7172022Revenue 2023: $9,527Expenses 2023: $166,677Net Income 2023: -$157,1502023Revenue 2024: $111,532Expenses 2024: $11,554Net Income 2024: $99,9782024

Highlighted filing

2024

Revenue$111,532
Expenses$11,554
Net Income$99,978
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$852,625
Liabilities
$0
Net assets
$852,625
Revenue
$111,532
Expenses
$11,554
Net income
$99,978
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.11$0.01$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.01$0.17$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.04$0.21$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.01$1.08$0.32$0.24$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.00$0.02$0.22$0.19
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.03$0.22$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.07$0.21$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.13$0.22$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.06$0.26$0.20
2015Summary only. Only limited summary data is available for this year.$1.83$0.00$0.03$0.27$0.24
2014Summary only. Only limited summary data is available for this year.$2.08$0.00$0.24$0.21$0.03
2013Summary only. Only limited summary data is available for this year.$2.05$0.00$0.15$0.22$0.07
2012Summary only. Only limited summary data is available for this year.$2.12$0.00$0.07$0.23$0.16
2011Summary only. Only limited summary data is available for this year.$2.29$0.00$0.34$0.25$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHNNY R EDWARDSChair, Direc-$0--
DAVID F KIRBYVice Chair,-$0--
CATHARINE E EDWARDSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lucius Wade Edwards Private Fdtn
EIN
56-2026070
Phone
9198569233
Address
3201 GLENWOOD AVENUE SUITE 100, RALEIGH, NC 27612

Signing Officer

Name
Johnny R Edwards
Title
Chair, Director
Phone
9198569233
Signed
2025-11-10

Preparer

Firm
Maddison & Caison Llp
Address
2501 BLUE RIDGE RD STE 380, RALEIGH, NC 27607
Preparer
Laurence B Maddison Iii
Phone
9198215482
Raw XML Appendix280 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.

Path#Value
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOHN R EDWARDS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1DAVID F KIRBY
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt05687
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041259
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt035572
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0122267
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0151259
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0170029
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0134584
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0130515
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt035572
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt094943
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0578139
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0122267
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0151259
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0170029
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0134584
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05687
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0673082
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0708654
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03144
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt154984
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FEDERAL ESTIMATED TAX PREPAYMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DUE FROM 714 ST MARY'S ST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02999
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02999
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BALENTINE ACCOUNT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05656
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05656
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FROM PUBLIC
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt027662
OtherIncreasesSchedule/OtherIncreasesDetail/Amt040
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK TAX DIFF
TaxesSchedule/TaxesDetail/Amt0145
TaxesSchedule/TaxesDetail/Amt166
TaxesSchedule/TaxesDetail/CategoryTxt02023 FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt066
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHNNY R EDWARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR, DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09198569233
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUCIUS WADE EDWARDS PRIVATE FDTN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0LUCI
ReturnHeader/Filer/EIN0562026070
ReturnHeader/Filer/PhoneNum09198569233
ReturnHeader/Filer/USAddress/AddressLine1Txt03201 GLENWOOD AVENUE SUITE 100
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027612
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561053187
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MADDISON & CAISON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02501 BLUE RIDGE RD STE 380
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027607
ReturnHeader/PreparerPersonGrp/PhoneNum09198215482
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURENCE B MADDISON III
ReturnHeader/ReturnTs02025-11-13T14:35:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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