Civic Intelligence

The Allen Tate Foundation

EIN 56-2044322 • Charlotte, NC

6700 Fairview Rd Rm/Ste 300Charlotte, NC 28210-3324
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

Asset Growth

65th percentile

4.7%

Faster asset growth than 65% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

47%

Faster revenue growth than 84% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$303,341

Up $13,643 (+4.7%) from 2023

Liabilities

Down

$0

Down $3,000 (-100%) from 2023

Net Assets

Up

$303,341

Up $16,643 (+5.8%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin66th percentile

Revenue

Up

$142,245

Up $45,734 (+47%) from 2023

Expenses

Up

$125,602

Up $36,115 (+40%) from 2023

Net Income

Up

$16,643

Up $9,619 (+137%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$400K$300K$200K$100K$0Assets 2010: $182,551Liabilities 2010: $0Net Assets 2010: $182,5512010Assets 2011: $170,269Liabilities 2011: $0Net Assets 2011: $170,2692011Assets 2012: $178,811Liabilities 2012: $0Net Assets 2012: $178,8112012Assets 2013: $162,692Liabilities 2013: $0Net Assets 2013: $162,6922013Assets 2014: $178,766Liabilities 2014: $0Net Assets 2014: $178,7662014Assets 2015: $215,468Liabilities 2015: $0Net Assets 2015: $215,4682015Assets 2016: $255,789Liabilities 2016: $0Net Assets 2016: $255,7892016Assets 2017: $331,235Liabilities 2017: $735Net Assets 2017: $330,5002017Assets 2018: $232,064Liabilities 2018: $50Net Assets 2018: $232,0142018Assets 2019: $315,701Liabilities 2019: $0Net Assets 2019: $315,7012019Assets 2020: $240,949Liabilities 2020: $0Net Assets 2020: $240,9492020Assets 2021: $338,574Liabilities 2021: $0Net Assets 2021: $338,5742021Assets 2022: $279,674Liabilities 2022: $0Net Assets 2022: $279,6742022Assets 2023: $289,698Liabilities 2023: $3,000Net Assets 2023: $286,6982023Assets 2024: $303,341Liabilities 2024: $0Net Assets 2024: $303,3412024

Highlighted filing

2024

Assets$303,341
Liabilities$0
Net Assets$303,341
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$400K$200K$0-$200KExpenses 2010: $92,6992010Expenses 2011: $12,8212011Expenses 2012: $12,1522012Revenue 2013: $27,214Expenses 2013: $43,333Net Income 2013: -$16,1192013Revenue 2014: $272,341Expenses 2014: $256,267Net Income 2014: $16,0742014Revenue 2015: $75,449Expenses 2015: $38,747Net Income 2015: $36,7022015Revenue 2016: $152,346Expenses 2016: $112,025Net Income 2016: $40,3212016Revenue 2017: $285,831Expenses 2017: $211,120Net Income 2017: $74,7112017Revenue 2018: $184,183Expenses 2018: $255,096Net Income 2018: -$70,9132018Revenue 2019: $343,385Expenses 2019: $259,698Net Income 2019: $83,6872019Revenue 2020: $259,428Expenses 2020: $334,180Net Income 2020: -$74,7522020Revenue 2021: $296,612Expenses 2021: $198,987Net Income 2021: $97,6252021Revenue 2022: $95,563Expenses 2022: $154,463Net Income 2022: -$58,9002022Revenue 2023: $96,511Expenses 2023: $89,487Net Income 2023: $7,0242023Revenue 2024: $142,245Expenses 2024: $125,602Net Income 2024: $16,6432024

Highlighted filing

2024

Revenue$142,245
Expenses$125,602
Net Income$16,643
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$303,341
Liabilities
$0
Net assets
$303,341
Revenue
$142,245
Expenses
$125,602
Net income
$16,643
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$1.42$1.26$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.90$0.03$2.87$0.97$0.89$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.96$1.54$0.59
2021Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$2.97$1.99$0.98
2020Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$2.59$3.34$0.75
2019Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$3.43$2.60$0.84
2018Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$1.84$2.55$0.71
2017Detailed filing. Detailed filing data is available for this year.$3.31$0.01$3.31$2.86$2.11$0.75
2016Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$1.52$1.12$0.40
2015Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.75$0.39$0.37
2014Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$2.72$2.56$0.16
2013Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.27$0.43$0.16
2012Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.13
2010Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.93
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
H ALLEN TATE IIITrustee-$0--
PATRICK RILEYTrustee-$0--
ELIZABETH GORDONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Allen Tate Foundation
EIN
56-2044322
Phone
7043677310
Address
6700 FAIRVIEW RD RM/STE 300, CHARLOTTE, NC 28210-3324

Signing Officer

Name
H Allen Tate Iii
Title
Trustee
Phone
7046027646
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Tinsley & Terry Cpas Pa
Address
6700 FAIRVIEW RD STE 350, CHARLOTTE, NC 28210-3324
Preparer
Gene S Hainscpa
Phone
7043648800
Raw XML Appendix324 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01410 E 7TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14530 PARK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2220 N TRYON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35800 SARDIS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4217 TREMONT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5522 MORAVIAN LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6431 18TH STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7227 GRANITE RUN DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1SUITE 203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7LANCASTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328270
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd528207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd620006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd717601
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0124000
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/AppliedToCurrentYearAmt014870
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014870
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt074619
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0134166
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0177293
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0319332
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0242070
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0242070
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0815240
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0109830
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt074619
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0134166
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0177293
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0319332
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0124700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0109830
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01057310
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0947480
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ALLEN TATE CO INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0FALL INVESTMENTS LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06700 FAIRVIEW RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt16700 FAIRVIEW RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2Txt0SUITE 300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHARLOTTE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1CHARLOTTE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0282103324
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1282103324
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1105000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0166
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt03000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE ALLEN TATE REAL ESTATE
TaxesSchedule/TaxesDetail/Amt086
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt086
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0H ALLEN TATE III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07046027646
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ALLEN TATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALLE
ReturnHeader/Filer/EIN0562044322
ReturnHeader/Filer/PhoneNum07043677310
ReturnHeader/Filer/USAddress/AddressLine1Txt06700 FAIRVIEW RD RM/STE 300
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0282103324
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561763434
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TINSLEY & TERRY CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06700 FAIRVIEW RD STE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282103324
ReturnHeader/PreparerPersonGrp/PhoneNum07043648800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GENE S HAINSCPA
ReturnHeader/ReturnTs02025-11-15T13:51:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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