Civic Intelligence

Associated Foundation Incorporated

EIN 56-6043197 • Belmont, NC

3132 Channel View LandingBelmont, NC 28012
Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

Higher debt load relative to assets than 45% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

55th percentile

0.01x

Higher debt load relative to revenue than 55% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Net Margin

62nd percentile

12%

Higher net margin than 62% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2025

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2025

Revenue Growth

61st percentile

16%

Faster revenue growth than 61% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$957,225

Up $181,485 (+23%) from 2023

Liabilities

Up

$521

Up $163 (+46%) from 2023

Net Assets

Up

$956,704

Up $181,322 (+23%) from 2023

Operations
Liabilities / Revenue55th percentileNet Margin62nd percentile

Revenue

Up

$49,609

Up $12,924 (+35%) from 2023

Expenses

Down

$43,681

Down $5,413 (-11%) from 2023

Net Income

Up

$5,928

Up $18,337 (+148%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$1.0M$500K$0Assets 2010: $697,575Liabilities 2010: $673Net Assets 2010: $696,9022010Assets 2011: $649,757Liabilities 2011: $2752011Assets 2012: $710,335Liabilities 2012: $4322012Assets 2013: $738,232Liabilities 2013: $2822013Assets 2014: $787,839Liabilities 2014: $3042014Assets 2015: $695,191Liabilities 2015: $429Net Assets 2015: $694,7622015Assets 2017: $750,416Liabilities 2017: $297Net Assets 2017: $750,1192017Assets 2018: $787,260Liabilities 2018: $159Net Assets 2018: $787,1012018Assets 2019: $785,800Liabilities 2019: $4152019Assets 2020: $787,931Liabilities 2020: $390Net Assets 2020: $787,5412020Assets 2021: $893,373Liabilities 2021: $530Net Assets 2021: $892,8432021Assets 2022: $742,710Liabilities 2022: $361Net Assets 2022: $742,3492022Assets 2023: $775,740Liabilities 2023: $358Net Assets 2023: $775,3822023Assets 2025: $957,225Liabilities 2025: $521Net Assets 2025: $956,7042025

Highlighted filing

2025

Assets$957,225
Liabilities$521
Net Assets$956,704
Open 2025 Filing

Operations Trend

Revenue Growth61st percentile

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

$60K$40K$20K$0-$20K-$40KExpenses 2010: $46,3332010Revenue 2011: $17,117Expenses 2011: $45,085Net Income 2011: -$27,9682011Revenue 2012: $42,806Expenses 2012: $43,001Net Income 2012: -$1952012Revenue 2013: $35,945Expenses 2013: $44,331Net Income 2013: -$8,3862013Revenue 2014: $38,896Expenses 2014: $41,602Net Income 2014: -$2,7062014Revenue 2015: $42,884Expenses 2015: $46,779Net Income 2015: -$3,8952015Revenue 2017: $29,710Expenses 2017: $45,315Net Income 2017: -$15,6052017Revenue 2018: $25,972Expenses 2018: $46,972Net Income 2018: -$21,0002018Revenue 2019: $31,013Expenses 2019: $43,440Net Income 2019: -$12,4272019Revenue 2020: $29,792Expenses 2020: $45,062Net Income 2020: -$15,2702020Revenue 2021: $49,599Expenses 2021: $49,972Net Income 2021: -$3732021Revenue 2022: $37,915Expenses 2022: $49,482Net Income 2022: -$11,5672022Revenue 2023: $36,685Expenses 2023: $49,094Net Income 2023: -$12,4092023Revenue 2025: $49,609Expenses 2025: $43,681Net Income 2025: $5,9282025

Highlighted filing

2025

Revenue$49,609
Expenses$43,681
Net Income$5,928
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$957,225
Liabilities
$521
Net assets
$956,704
Revenue
$49,609
Expenses
$43,681
Net income
$5,928
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.57$0.01$9.57$0.50$0.44$0.06
2023Detailed filing. Detailed filing data is available for this year.$7.76$0.00$7.75$0.37$0.49$0.12
2022Detailed filing. Detailed filing data is available for this year.$7.43$0.00$7.42$0.38$0.49$0.12
2021Detailed filing. Detailed filing data is available for this year.$8.93$0.01$8.93$0.50$0.50$0.00
2020Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$0.30$0.45$0.15
2019Summary only. Only limited summary data is available for this year.$7.86$0.00$0.31$0.43$0.12
2018Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$0.26$0.47$0.21
2017Detailed filing. Detailed filing data is available for this year.$7.50$0.00$7.50$0.30$0.45$0.16
2015Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.43$0.47$0.04
2014Summary only. Only limited summary data is available for this year.$7.88$0.00$0.39$0.42$0.03
2013Summary only. Only limited summary data is available for this year.$7.38$0.00$0.36$0.44$0.08
2012Summary only. Only limited summary data is available for this year.$7.10$0.00$0.43$0.43$0.00
2011Summary only. Only limited summary data is available for this year.$6.50$0.00$0.17$0.45$0.28
2010Detailed filing. Detailed filing data is available for this year.$6.98$0.01$6.97$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 6, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SP Stowe IIIPresident-$0--
JC StoweVice President-$0--
Ashley E StoweVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EducationPCBelmont, NC, US$8,000
Paid Grant-ReligiousPCBelmont, NC, US$6,500
Paid Grant-Community CharitablePCLittle Switzerland, NC, US$2,500
Paid Grant-Arts and SciencePCCharleston, SC, US$2,500
Paid Grant-Arts and SciencePCCharlotte, NC, US$2,500
Paid Grant-Education Arts and ScienceGOVBelmont, NC, US$1,500
Paid Grant-Community CharitablePCGastonia, NC, US$1,500
Paid Grant-Arts and SciencePCMatthews, NC, US$1,500
Paid Grant-EducationPCMt Holly, NC, US$500
Paid Grant-Community CharitablePCBelmont, NC, US$500
Paid Grant-Arts and ScienceGOVGastonia, NC, US$500
Paid Grant-Community CharitablePCGastonia, NC, US$500
Paid Grant-Arts and SciencePCGastonia, NC, US$500
Paid Grant-Community CharitablePCBelmont, NC, US$500
Paid Grant-Community CharitablePCRaleigh, NC, US$500
Paid Grant-Community CharitablePCBelmont, NC, US$500
Paid Grant-Community CharitablePCBelmont, NC, US$250
Paid Grant-Community CharitablePCMount Holly, NC, US$250
Filing and Contact Details

Filer

Filer Name
Associated Foundation Incorporated
EIN
56-6043197
Phone
7046783923
Address
3132 Channel View Landing, Belmont, NC 28012

Signing Officer

Name
Samuel Stowe
Title
President
Signed
2026-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Chopelas Tax and Small Business Services
Address
3906 Crimson Wing Drive, Indian Trail, NC 28079
Preparer
Branden Chopelas CPA
Phone
7042689748
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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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