Civic Intelligence

Lucius Wade Edwards Private Foundation Inc.

990PF • Fiscal year 2021 • EIN 56-2026070

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 01, 2022

Organization Profile
3201 Glenwood Avenue Suite 100Raleigh, NC 27612

(919) 856-9233

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.01x

Higher debt load relative to assets than 92% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

90th percentile

0.03x

Higher debt load relative to revenue than 90% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Net Margin

49th percentile

25%

Higher net margin than 49% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Asset Growth

64th percentile

8.3%

Faster asset growth than 64% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

1312%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$1,092,161

Up $83,815 (+8.3%) from 2020

Net Assets

Up

$1,082,432

Up $78,786 (+7.8%) from 2020

Liabilities

Up

$9,729

Up $5,029 (+107%) from 2020

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin49th percentile

Revenue

Up

$316,230

Up $293,834 (+1312%) from 2020

Expenses

Up

$237,045

Up $21,556 (+10%) from 2020

Net Income

Up

$79,185

Up $272,278 (+141%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$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

2021

Assets$1,092,161
Liabilities$9,729
Net Assets$1,082,432
Open 2021 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$316,230
Expenses$237,045
Net Income$79,185
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 1, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay80th 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
2022-11-01

Preparer

Firm
Maddison & Caison Llp
Address
1111 OBERLIN RD, RALEIGH, NC 27605-1136
Preparer
Laurence B Maddison Iii
Phone
9198215482
Raw XML Appendix306 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0TOTAL MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1TOTAL EXCHANGE TRADED PRODUCTS
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt079185
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt034709
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUNDING REQUEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WADE EDWARDS PUBLIC FDTN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0WADE EDWARDS PUBLIC FDTN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0914 ST MARYS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0914 ST MARYS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027605
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt034709
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/AppliedToCurrentYearAmt057757
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt057757
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0134584
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0130515
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0122212
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt054513
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt093206
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt093206
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0611853
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0170029
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0134584
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0130515
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0122212
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt054513
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0227786
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0170029
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0705059
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0535030
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01545
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FEDERAL ESTIMATED TAX PREPAYMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01353
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01353
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0399
OtherDecreasesSchedule/OtherDecreasesDetail/Desc01099 VS MONTHLY STATEMENT DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PAYROLL PROCESSING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BALENTINE ACCOUNT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0199
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08884
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0199
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18884
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt04700
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO EDWARDS KIRBY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1PAYROLL LIAB
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt09500
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1229
TaxesSchedule/TaxesDetail/Amt0192
TaxesSchedule/TaxesDetail/Amt1183
TaxesSchedule/TaxesDetail/Amt213317
TaxesSchedule/TaxesDetail/CategoryTxt02020 FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt013317
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0183
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHNNY R EDWARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR, DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09198569233
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-01
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/PreparerFirmGrp/PreparerFirmEIN0561053187
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MADDISON & CAISON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01111 OBERLIN RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0276051136
ReturnHeader/PreparerPersonGrp/PhoneNum09198215482
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURENCE B MADDISON III
ReturnHeader/ReturnTs02022-11-07T12:39:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHNNY R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EDWARDS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,092,161
Liabilities
$9,729
Net assets
$1,082,432
Revenue
$316,230
Expenses
$237,045
Net income
$79,185
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