Civic Intelligence

Shugart Family Foundation

EIN 56-2230054 • Winstonsalem, NC

4004 Long Meadow LaneWinstonsalem, NC 27106
Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

NTEE T20 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2025

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Source year 2025

Asset Growth

51st percentile

-1.0%

Faster asset growth than 51% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$226,347

Down $2,400 (-1.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$226,347

Down $2,400 (-1.0%) from 2024

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2024

Expenses

Down

$2,400

Down $1,598 (-40%) from 2024

Net Income

Up

-$2,400

Up $1,598 (+40%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$1.0M$500K$0Assets 2012: $885,158Liabilities 2012: $02012Assets 2013: $711,388Liabilities 2013: $02013Assets 2014: $577,034Liabilities 2014: $02014Assets 2015: $472,192Liabilities 2015: $02015Assets 2016: $449,730Liabilities 2016: $02016Assets 2020: $406,884Liabilities 2020: $0Net Assets 2020: $406,8842020Assets 2021: $287,371Liabilities 2021: $0Net Assets 2021: $287,3712021Assets 2022: $241,890Liabilities 2022: $0Net Assets 2022: $241,8902022Assets 2023: $232,745Liabilities 2023: $0Net Assets 2023: $232,7452023Assets 2024: $228,747Liabilities 2024: $0Net Assets 2024: $228,7472024Assets 2025: $226,347Liabilities 2025: $0Net Assets 2025: $226,3472025

Highlighted filing

2025

Assets$226,347
Liabilities$0
Net Assets$226,347
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KRevenue 2012: $54,479Expenses 2012: $275,425Net Income 2012: -$220,9462012Revenue 2013: $29,312Expenses 2013: $201,007Net Income 2013: -$171,6952013Revenue 2014: $41,048Expenses 2014: $175,402Net Income 2014: -$134,3542014Revenue 2015: $52,323Expenses 2015: $157,165Net Income 2015: -$104,8422015Revenue 2016: $124,632Expenses 2016: $147,094Net Income 2016: -$22,4622016Revenue 2020: $75,780Expenses 2020: $114,381Net Income 2020: -$38,6012020Revenue 2021: -$105,839Expenses 2021: $13,674Net Income 2021: -$119,5132021Revenue 2022: -$40,433Expenses 2022: $5,048Net Income 2022: -$45,4812022Revenue 2023: $541Expenses 2023: $9,686Net Income 2023: -$9,1452023Revenue 2024: $0Expenses 2024: $3,998Net Income 2024: -$3,9982024Revenue 2025: $0Expenses 2025: $2,400Net Income 2025: -$2,4002025

Highlighted filing

2025

Revenue$0
Expenses$2,400
Net Income-$2,400
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$226,347
Liabilities
$0
Net assets
$226,347
Revenue
$0
Expenses
$2,400
Net income
-$2,400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.00$0.02$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.00$0.04$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.01$0.10$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.40$0.05$0.45
2021Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$1.06$0.14$1.20
2020Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.76$1.14$0.39
2016Summary only. Only limited summary data is available for this year.$4.50$0.00$1.25$1.47$0.22
2015Summary only. Only limited summary data is available for this year.$4.72$0.00$0.52$1.57$1.05
2014Summary only. Only limited summary data is available for this year.$5.77$0.00$0.41$1.75$1.34
2013Summary only. Only limited summary data is available for this year.$7.11$0.00$0.29$2.01$1.72
2012Summary only. Only limited summary data is available for this year.$8.85$0.00$0.54$2.75$2.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Sep 29, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN D SHUGARTDirector-$0--
KAY W SHUGARTDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCAMPUS CRUSADE (CRU)CHARITABLE-ORLANDO, FL, US$2,400
Filing and Contact Details

Filer

Filer Name
Shugart Family Foundation
EIN
56-2230054
Phone
3367659661
Address
713 SAIN ROAD, MOCKSVILLE, NC 27028

Signing Officer

Name
Brian Shugart
Title
President
Phone
3367659661
Signed
2025-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Cri Advisors Pllc
Address
7025 ALBERT PICK RD STE 300, GREENSBORO, NC 27409
Preparer
Mark Welch
Phone
3362729777
Raw XML Appendix230 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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ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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