Civic Intelligence

The James T and Natalie a Beckert

EIN 56-2228339 • Belmont, NC

531 Trillium WayBelmont, NC 28012
Siviq Scores

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

Liabilities / Assets

96th percentile

0.63x

Higher debt load relative to assets than 96% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

9.92x

Higher debt load relative to revenue than 98% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Source year 2024

Net Margin

38th percentile

-16%

Higher net margin than 38% of similar nonprofits.

NTEE T22 • <$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 T22 • <$500k nonprofits • Source year 2024

Asset Growth

69th percentile

2.1%

Faster asset growth than 69% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

411%

Faster revenue growth than 91% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$2,918

Up $59 (+2.1%) from 2023

Liabilities

Flat

$1,825

Flat from 2023

Net Assets

Up

$1,093

Up $59 (+5.7%) from 2023

Operations
Liabilities / Revenue98th percentileNet Margin38th percentile

Revenue

Up

$184

Up $148 (+411%) from 2023

Expenses

Up

$214

Up $89 (+71%) from 2023

Net Income

Up

-$30

Up $59 (+66%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$3.0K$2.0K$1.0K$0Assets 2011: $2,593Liabilities 2011: $02011Assets 2012: $2,505Liabilities 2012: $0Net Assets 2012: $2,5052012Assets 2013: $2,544Liabilities 2013: $0Net Assets 2013: $2,5442013Assets 2014: $2,675Liabilities 2014: $200Net Assets 2014: $2,4752014Assets 2015: $2,776Liabilities 2015: $400Net Assets 2015: $2,3762015Assets 2016: $2,736Liabilities 2016: $636Net Assets 2016: $2,1002016Assets 2017: $2,697Liabilities 2017: $825Net Assets 2017: $1,8722017Assets 2018: $2,695Liabilities 2018: $1,075Net Assets 2018: $1,6202018Assets 2019: $2,711Liabilities 2019: $1,325Net Assets 2019: $1,3862019Assets 2020: $2,793Liabilities 2020: $1,575Net Assets 2020: $1,2182020Assets 2021: $2,945Liabilities 2021: $1,825Net Assets 2021: $1,1202021Assets 2022: $2,948Liabilities 2022: $1,825Net Assets 2022: $1,1232022Assets 2023: $2,859Liabilities 2023: $1,825Net Assets 2023: $1,0342023Assets 2024: $2,918Liabilities 2024: $1,825Net Assets 2024: $1,0932024

Highlighted filing

2024

Assets$2,918
Liabilities$1,825
Net Assets$1,093
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$400$200$0-$200-$400Revenue 2011: $77Expenses 2011: $125Net Income 2011: -$482011Expenses 2012: $1252012Revenue 2013: $164Expenses 2013: $125Net Income 2013: $392013Revenue 2014: $256Expenses 2014: $325Net Income 2014: -$692014Revenue 2015: $226Expenses 2015: $325Net Income 2015: -$992015Revenue 2016: $49Expenses 2016: $325Net Income 2016: -$2762016Revenue 2017: $122Expenses 2017: $350Net Income 2017: -$2282017Revenue 2018: $123Expenses 2018: $375Net Income 2018: -$2522018Revenue 2019: $141Expenses 2019: $375Net Income 2019: -$2342019Revenue 2020: $206Expenses 2020: $375Net Income 2020: -$1692020Revenue 2021: $277Expenses 2021: $375Net Income 2021: -$982021Revenue 2022: $128Expenses 2022: $125Net Income 2022: $32022Revenue 2023: $36Expenses 2023: $125Net Income 2023: -$892023Revenue 2024: $184Expenses 2024: $214Net Income 2024: -$302024

Highlighted filing

2024

Revenue$184
Expenses$214
Net Income-$30
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,918
Liabilities
$1,825
Net assets
$1,093
Revenue
$184
Expenses
$214
Net income
-$30
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2,918$1,825$1,093$184$214$30
2023Detailed filing. Detailed filing data is available for this year.$2,859$1,825$1,034$36$125$89
2022Detailed filing. Detailed filing data is available for this year.$2,948$1,825$1,123$128$125$3
2021Detailed filing. Detailed filing data is available for this year.$2,945$1,825$1,120$277$375$98
2020Detailed filing. Detailed filing data is available for this year.$2,793$1,575$1,218$206$375$169
2019Detailed filing. Detailed filing data is available for this year.$2,711$1,325$1,386$141$375$234
2018Detailed filing. Detailed filing data is available for this year.$2,695$1,075$1,620$123$375$252
2017Detailed filing. Detailed filing data is available for this year.$2,697$825$1,872$122$350$228
2016Detailed filing. Detailed filing data is available for this year.$2,736$636$2,100$49$325$276
2015Detailed filing. Detailed filing data is available for this year.$2,776$400$2,376$226$325$99
2014Detailed filing. Detailed filing data is available for this year.$2,675$200$2,475$256$325$69
2013Detailed filing. Detailed filing data is available for this year.$2,544$0$2,544$164$125$39
2012Detailed filing. Detailed filing data is available for this year.$2,505$0$2,505$125
2011Summary only. Only limited summary data is available for this year.$2,593$0$77$125$48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 15, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES T BECKERTPresident-$0--
Filing and Contact Details

Filer

Filer Name
The James T and Natalie a Beckert
EIN
56-2228339
Phone
7045067963
Address
531 TRILLIUM WAY, BELMONT, NC 28012

Signing Officer

Name
James Beckert
Title
President
Phone
7045067963
Signed
2025-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Catherine Mclester CPA Pc
Address
338 S SHARON AMITY RD 265, CHARLOTTE, NC 28211
Preparer
Catherine Mclester
Phone
7044889697
Raw XML Appendix252 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/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt089
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OTHER INCREASE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BECKERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07045067963
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JAMES T AND NATALIE A BECKERT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0562228339
ReturnHeader/Filer/PhoneNum07045067963
ReturnHeader/Filer/USAddress/AddressLine1Txt0531 TRILLIUM WAY
ReturnHeader/Filer/USAddress/CityNm0BELMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028012
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CATHERINE MCLESTER CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0338 S SHARON AMITY RD 265
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028211
ReturnHeader/PreparerPersonGrp/PhoneNum07044889697
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE MCLESTER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-13T07:43:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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