Civic Intelligence

Alex Hemby Foundation C/O M Beverly Hemby

990PF • Fiscal year 2023 • EIN 56-6046767

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

Organization Profile
2320 Kingsmill TerraceCharlotte, NC 28270

(704) 541-9147

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

7th percentile

-118%

Higher net margin than 7% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

27th percentile

-3.3%

Faster asset growth than 27% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-84%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,894,693

Down $131,287 (-3.3%) from 2022

Net Assets

Down

$3,894,693

Down $131,287 (-3.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

Down

$103,590

Down $559,108 (-84%) from 2022

Expenses

Up

$226,019

Up $4,576 (+2.1%) from 2022

Net Income

Down

-$122,429

Down $563,684 (-128%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $4,079,671Liabilities 2010: $0Net Assets 2010: $4,079,6712010Assets 2011: $3,660,604Liabilities 2011: $0Net Assets 2011: $3,660,6042011Assets 2012: $3,197,775Liabilities 2012: $0Net Assets 2012: $3,197,7752012Assets 2013: $3,241,711Liabilities 2013: $0Net Assets 2013: $3,241,7112013Assets 2014: $3,380,167Liabilities 2014: $0Net Assets 2014: $3,380,1672014Assets 2015: $3,481,128Liabilities 2015: $0Net Assets 2015: $3,481,1282015Assets 2016: $3,436,811Liabilities 2016: $0Net Assets 2016: $3,436,8112016Assets 2017: $3,504,087Liabilities 2017: $0Net Assets 2017: $3,504,0872017Assets 2018: $3,557,155Liabilities 2018: $0Net Assets 2018: $3,557,1552018Assets 2019: $3,474,324Liabilities 2019: $0Net Assets 2019: $3,474,3242019Assets 2020: $3,481,501Liabilities 2020: $0Net Assets 2020: $3,481,5012020Assets 2021: $3,589,880Liabilities 2021: $0Net Assets 2021: $3,589,8802021Assets 2022: $4,025,980Liabilities 2022: $0Net Assets 2022: $4,025,9802022Assets 2023: $3,894,693Liabilities 2023: $0Net Assets 2023: $3,894,6932023Assets 2024: $3,859,041Liabilities 2024: $0Net Assets 2024: $3,859,0412024

Highlighted filing

2023

Assets$3,894,693
Liabilities$0
Net Assets$3,894,693
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2010: $599,2482010Expenses 2011: $664,2712011Expenses 2012: $626,6672012Revenue 2013: $123,628Expenses 2013: $79,692Net Income 2013: $43,9362013Revenue 2014: $222,444Expenses 2014: $83,988Net Income 2014: $138,4562014Revenue 2015: $263,679Expenses 2015: $162,718Net Income 2015: $100,9612015Revenue 2016: $126,637Expenses 2016: $170,954Net Income 2016: -$44,3172016Revenue 2017: $254,749Expenses 2017: $187,473Net Income 2017: $67,2762017Revenue 2018: $225,838Expenses 2018: $172,770Net Income 2018: $53,0682018Revenue 2019: $217,411Expenses 2019: $300,242Net Income 2019: -$82,8312019Revenue 2020: $191,377Expenses 2020: $184,609Net Income 2020: $6,7682020Revenue 2021: $297,618Expenses 2021: $188,374Net Income 2021: $109,2442021Revenue 2022: $662,698Expenses 2022: $221,443Net Income 2022: $441,2552022Revenue 2023: $103,590Expenses 2023: $226,019Net Income 2023: -$122,4292023Revenue 2024: $194,148Expenses 2024: $229,800Net Income 2024: -$35,6522024

Highlighted filing

2023

Revenue$103,590
Expenses$226,019
Net Income-$122,429
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDY D BURNETTTrustee-$0--
M BEVERLY HEMBYTrustee-$0--
ALEXA H AMICKTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantATRIUM HEALTHCARE FOUNDATIONCHARITABLE DONATION-CHARLOTTE, NC, US$170,000
Paid GrantMYERS PARK PRESBYTERIAN CHURCHCHARITABLE DONATION-CHARLOTTE, NC, US$20,000
Paid GrantTHOMPSON CHILD & FAMILY FOCUSCHARITABLE DONATION-MATTHEWS, NC, US$2,500
Paid GrantSECOND HARVEST FOOD BANKCHARITABLE DONATION-CHARLOTTE, NC, US$2,500
Paid GrantBEDS FOR KIDSCHARITABLE DONATION-CHARLOTTE, NC, US$500
Filing and Contact Details

Filer

Filer Name
Alex Hemby Foundation
EIN
56-6046767
Phone
7045419147
Address
2320 KINGSMILL TERRACE, CHARLOTTE, NC 28270

Signing Officer

Name
M Beverly Hemby
Title
Trustee
Phone
7045419147
Signed
2024-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Kearns Dameron & Co Pa
Address
219 EAST KINGSTON AVENUE, CHARLOTTE, NC 28203
Preparer
Daniel K Dameron
Phone
7043327105
Raw XML Appendix312 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/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CHARLOTTE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd028270
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0170000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ATRIUM HEALTHCARE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THOMPSON CHILD & FAMILY FOCUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MYERS PARK PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SECOND HARVEST FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BEDS FOR KIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0208 EAST BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16800 SAINT PETERS LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22501 OXFORD PL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3500 SPRATT ST B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41800 CAMDEN RD STE 107-17
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MATTHEWS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CHARLOTTE
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/ZIPCd028203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428203
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0195500
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/AppliedToCurrentYearAmt067928
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0127572
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0194282
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0195500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0126354
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0127572
OtherDecreasesSchedule/OtherDecreasesDetail/Amt08858
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TAXES PAID 2023
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt026440
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026440
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026440
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt02109
TaxesSchedule/TaxesDetail/Amt02109
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02109
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0M BEVERLY HEMBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07045419147
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALEX HEMBY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O M BEVERLY HEMBY
ReturnHeader/Filer/BusinessNameControlTxt0ALEX
ReturnHeader/Filer/EIN0566046767
ReturnHeader/Filer/PhoneNum07045419147
ReturnHeader/Filer/USAddress/AddressLine1Txt02320 KINGSMILL TERRACE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028270
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561309300
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEARNS DAMERON & CO PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0219 EAST KINGSTON AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028203
ReturnHeader/PreparerPersonGrp/PhoneNum07043327105
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL K DAMERON
ReturnHeader/ReturnTs02024-05-14T12:29:57-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BEVERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEMBY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,894,693
Liabilities
$0
Net assets
$3,894,693
Revenue
$103,590
Expenses
$226,019
Net income
-$122,429
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.19$0.23$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.10$0.23$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.66$0.22$0.44
2021Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.30$0.19$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.19$0.18$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.22$0.30$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.23$0.17$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.25$0.19$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.13$0.17$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.26$0.16$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.22$0.08$0.14
2013Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.12$0.08$0.04
2012Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.63
2011Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.66
2010Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.60