Civic Intelligence

Cooley Family Foundation

EIN 56-2026137 • Charlotte, NC

Pub. 78 EligibleNTEE T20Z
2548 Roswell AvenueCharlotte, NC 28209
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

65th percentile

11%

Higher net margin than 65% 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

72nd percentile

3.3%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

99th percentile

8240%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$13,472

Up $432 (+3.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$13,472

Up $432 (+3.3%) from 2023

Operations
Liabilities / Revenue89th percentileNet Margin65th percentile

Revenue

Up

$4,003

Up $3,955 (+8240%) from 2023

Expenses

Down

$3,571

Down $4,114 (-54%) from 2023

Net Income

Up

$432

Up $8,069 (+106%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$200K$150K$100K$50K$0Assets 2011: $150,293Liabilities 2011: $02011Assets 2012: $116,779Liabilities 2012: $02012Assets 2013: $101,556Liabilities 2013: $02013Assets 2014: $72,474Liabilities 2014: $02014Assets 2015: $51,782Liabilities 2015: $02015Assets 2019: $31,077Liabilities 2019: $02019Assets 2020: $25,317Liabilities 2020: $0Net Assets 2020: $25,3172020Assets 2021: $22,424Liabilities 2021: $0Net Assets 2021: $22,4242021Assets 2022: $20,677Liabilities 2022: $0Net Assets 2022: $20,6772022Assets 2023: $13,040Liabilities 2023: $0Net Assets 2023: $13,0402023Assets 2024: $13,472Liabilities 2024: $0Net Assets 2024: $13,4722024

Highlighted filing

2024

Assets$13,472
Liabilities$0
Net Assets$13,472
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $35,262Expenses 2011: $23,466Net Income 2011: $11,7962011Revenue 2012: $7,386Expenses 2012: $40,777Net Income 2012: -$33,3912012Revenue 2013: $5,230Expenses 2013: $20,280Net Income 2013: -$15,0502013Revenue 2014: $3,321Expenses 2014: $32,403Net Income 2014: -$29,0822014Revenue 2015: $1,472Expenses 2015: $22,169Net Income 2015: -$20,6972015Revenue 2019: $1,902Expenses 2019: $4,139Net Income 2019: -$2,2372019Revenue 2020: $672Expenses 2020: $6,432Net Income 2020: -$5,7602020Revenue 2021: $552Expenses 2021: $3,445Net Income 2021: -$2,8932021Revenue 2022: $1,682Expenses 2022: $3,429Net Income 2022: -$1,7472022Revenue 2023: $48Expenses 2023: $7,685Net Income 2023: -$7,6372023Revenue 2024: $4,003Expenses 2024: $3,571Net Income 2024: $4322024

Highlighted filing

2024

Revenue$4,003
Expenses$3,571
Net Income$432
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$13,472
Liabilities
$0
Net assets
$13,472
Revenue
$4,003
Expenses
$3,571
Net income
$432
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.04$0.04$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.00$0.08$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.02$0.03$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.01$0.03$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.01$0.06$0.06
2019Summary only. Only limited summary data is available for this year.$0.31$0.00$0.02$0.04$0.02
2015Summary only. Only limited summary data is available for this year.$0.52$0.00$0.01$0.22$0.21
2014Summary only. Only limited summary data is available for this year.$0.72$0.00$0.03$0.32$0.29
2013Summary only. Only limited summary data is available for this year.$1.02$0.00$0.05$0.20$0.15
2012Summary only. Only limited summary data is available for this year.$1.17$0.00$0.07$0.41$0.33
2011Summary only. Only limited summary data is available for this year.$1.50$0.00$0.35$0.23$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles J CooleyPresident-$0--
Charles Jennings Cooley IISecretary/Treasurer-$0--
Christopher Young CooleyVice President-$0--
Kathryn Cooley HeiserVice President-$0--
Nancy D DryAssistant Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Cooley Family Foundation
EIN
56-2026137
Phone
7043865372
Address
2548 Roswell Avenue, Charlotte, NC 28209

Signing Officer

Name
Charles Cooley
Title
President
Phone
7043865372
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Maynard Nexsen PC
Address
227 West Trade Street Suite 1550, Charlotte, NC 28202
Preparer
Robert D Lyerly Jr
Phone
7043385324
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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Charles J Cooley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Charles Jennings Cooley II
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter Form
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Nancy D Dry Trustee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07046149517
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt014103 Liberty Hill Church Road
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Oakboro
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd028129
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Charles J Cooley
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0619
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0619
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06785
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02298
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02142
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04886
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02450
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0619
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01831
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016111
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06785
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02298
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02142
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04886
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017942
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018561
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank of America Agency Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Maynard Nexsen Tax Service Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt053
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13512
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt06
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles Cooley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07043865372
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Cooley Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0COOL
ReturnHeader/Filer/EIN0562026137
ReturnHeader/Filer/PhoneNum07043865372
ReturnHeader/Filer/USAddress/AddressLine1Txt02548 Roswell Avenue
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028209
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630864426
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Maynard Nexsen PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 West Trade Street Suite 1550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028202
ReturnHeader/PreparerPersonGrp/PhoneNum07043385324
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert D Lyerly Jr
ReturnHeader/ReturnTs02025-11-14T15:51:59-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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