Civic Intelligence

Egerton Family Foundation Inc

EIN 56-2030939 • Greensboro, NC

312 Irving PlaceGreensboro, NC 27408
Siviq Scores

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

Liabilities / Assets

92nd percentile

0.00x

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

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

Liabilities / Revenue

92nd percentile

0.01x

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

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

Net Margin

39th percentile

-25%

Higher net margin than 39% 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

50th percentile

-3.5%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

88th percentile

239%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$316,904

Down $11,608 (-3.5%) from 2023

Liabilities

Flat

$329

Flat from 2023

Net Assets

Down

$316,575

Down $11,608 (-3.5%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin39th percentile

Revenue

Up

$46,878

Up $33,034 (+239%) from 2023

Expenses

Down

$58,486

Down $4,886 (-7.7%) from 2023

Net Income

Up

-$11,608

Up $37,920 (+77%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$400K$300K$200K$100K$0Assets 2010: $229,598Liabilities 2010: $0Net Assets 2010: $229,5982010Assets 2011: $228,822Liabilities 2011: $0Net Assets 2011: $228,8222011Assets 2012: $239,857Liabilities 2012: $0Net Assets 2012: $239,8572012Assets 2013: $240,277Liabilities 2013: $0Net Assets 2013: $240,2772013Assets 2014: $255,141Liabilities 2014: $0Net Assets 2014: $255,1412014Assets 2015: $272,593Liabilities 2015: $0Net Assets 2015: $272,5932015Assets 2016: $265,799Liabilities 2016: $0Net Assets 2016: $265,7992016Assets 2017: $256,431Liabilities 2017: $0Net Assets 2017: $256,4312017Assets 2018: $238,880Liabilities 2018: $0Net Assets 2018: $238,8802018Assets 2019: $213,378Liabilities 2019: $0Net Assets 2019: $213,3782019Assets 2020: $185,677Liabilities 2020: $0Net Assets 2020: $185,6772020Assets 2021: $168,393Liabilities 2021: $0Net Assets 2021: $168,3932021Assets 2022: $377,711Liabilities 2022: $0Net Assets 2022: $377,7112022Assets 2023: $328,512Liabilities 2023: $329Net Assets 2023: $328,1832023Assets 2024: $316,904Liabilities 2024: $329Net Assets 2024: $316,5752024

Highlighted filing

2024

Assets$316,904
Liabilities$329
Net Assets$316,575
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $19,7722010Expenses 2011: $9,8472011Expenses 2012: $12,4592012Revenue 2013: $7,856Expenses 2013: $7,436Net Income 2013: $4202013Revenue 2014: $31,799Expenses 2014: $16,935Net Income 2014: $14,8642014Revenue 2015: $37,706Expenses 2015: $20,254Net Income 2015: $17,4522015Revenue 2016: $16,324Expenses 2016: $23,118Net Income 2016: -$6,7942016Revenue 2017: $16,430Expenses 2017: $25,798Net Income 2017: -$9,3682017Revenue 2018: $11,110Expenses 2018: $28,661Net Income 2018: -$17,5512018Revenue 2019: $8,166Expenses 2019: $33,668Net Income 2019: -$25,5022019Revenue 2020: $298Expenses 2020: $27,999Net Income 2020: -$27,7012020Revenue 2021: $15,474Expenses 2021: $32,758Net Income 2021: -$17,2842021Revenue 2022: $240,995Expenses 2022: $31,677Net Income 2022: $209,3182022Revenue 2023: $13,844Expenses 2023: $63,372Net Income 2023: -$49,5282023Revenue 2024: $46,878Expenses 2024: $58,486Net Income 2024: -$11,6082024

Highlighted filing

2024

Revenue$46,878
Expenses$58,486
Net Income-$11,608
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$316,904
Liabilities
$329
Net assets
$316,575
Revenue
$46,878
Expenses
$58,486
Net income
-$11,608
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.00$3.17$0.47$0.58$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.00$3.28$0.14$0.63$0.50
2022Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$2.41$0.32$2.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.15$0.33$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.00$0.28$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.00$2.13$0.08$0.34$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$0.11$0.29$0.18
2017Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.16$0.26$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.00$2.66$0.16$0.23$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.38$0.20$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.32$0.17$0.15
2013Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.08$0.07$0.00
2012Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.12
2011Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.10
2010Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.20
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 26, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DORIS EGERTON KISERPresident-$0--
CATHERINE T EGERTONSecretary-$0--
DAVID G EGERTONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Egerton Family Foundation Inc
EIN
56-2030939
Phone
3362748103
Address
312 IRVING PLACE, GREENSBORO, NC 27408

Signing Officer

Name
David G Egerton
Title
Secretary
Phone
3362748103
Signed
2023-04-26

Preparer

Firm
Robertson Neal & Company Llp
Address
PO BOX 2367, GREENSBORO, NC 27402-2367
Preparer
Margaret M Luebke CPA
Phone
3363799932
Raw XML AppendixShowing 400 of 453 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7TRUIST FINL CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11PFIZER INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13QUALCOMM INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GOLF TEAM (HOLE IN ONE CLUB)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6LITTLE RED STOCKING FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7ARTS GREENSBORO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt14NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt15NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt16NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01311 SOUTH EUGENE STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10902 BONNER DRIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121200 NORTH ELM STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13140 RIDGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14617 N ELM STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt151900 SELWYN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt161300 S UNIVERSITY DRIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd7274020877
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt024628
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024668
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt040
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01372
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03521
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06773
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt040
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011626
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01372
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03521
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06733
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024628
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011626
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011666
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm02006 DORIS I KISER CRUT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0312 IRVING PLACE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0GREENSBORO
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd027408
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0209536
IRS990ScheduleB/GeneralRuleInd0X

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