Civic Intelligence

Emma Fanny Dietrich Trust UW

EIN 56-6152201 • Hendersonville, NC

240 Third Avenue WestHendersonville, NC 28739
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

76th percentile

28%

Higher net margin than 76% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

57th percentile

4.8%

Faster asset growth than 57% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

168%

Faster revenue growth than 92% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,457,875

Up $67,073 (+4.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,429,458

Up $38,656 (+2.8%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin76th percentile

Revenue

Up

$140,159

Up $87,919 (+168%) from 2023

Expenses

Up

$101,503

Up $1,635 (+1.6%) from 2023

Net Income

Up

$38,656

Up $86,284 (+181%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,128,365Liabilities 2011: $02011Assets 2012: $1,107,927Liabilities 2012: $02012Assets 2013: $1,154,512Liabilities 2013: $02013Assets 2014: $1,190,985Liabilities 2014: $1Net Assets 2014: $1,190,9852014Assets 2015: $1,220,661Liabilities 2015: $1Net Assets 2015: $1,220,6612015Assets 2016: $1,259,699Liabilities 2016: $0Net Assets 2016: $1,259,6992016Assets 2017: $1,319,795Liabilities 2017: $0Net Assets 2017: $1,319,7952017Assets 2018: $1,327,513Liabilities 2018: $0Net Assets 2018: $1,327,5132018Assets 2019: $1,326,360Liabilities 2019: $1Net Assets 2019: $1,326,3602019Assets 2020: $1,314,907Liabilities 2020: $1Net Assets 2020: $1,314,9072020Assets 2021: $1,408,851Liabilities 2021: $1Net Assets 2021: $1,408,8512021Assets 2022: $1,438,430Liabilities 2022: $1Net Assets 2022: $1,438,4302022Assets 2023: $1,390,802Liabilities 2023: $0Net Assets 2023: $1,390,8022023Assets 2024: $1,457,875Liabilities 2024: $0Net Assets 2024: $1,429,4582024

Highlighted filing

2024

Assets$1,457,875
Liabilities$0
Net Assets$1,429,458
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $45,507Expenses 2011: $80,993Net Income 2011: -$35,4862011Revenue 2012: $51,127Expenses 2012: $70,502Net Income 2012: -$19,3752012Revenue 2013: $94,653Expenses 2013: $48,068Net Income 2013: $46,5852013Revenue 2014: $124,556Expenses 2014: $88,083Net Income 2014: $36,4732014Revenue 2015: $121,748Expenses 2015: $92,072Net Income 2015: $29,6762015Revenue 2016: $125,936Expenses 2016: $86,898Net Income 2016: $39,0382016Revenue 2017: $149,230Expenses 2017: $89,134Net Income 2017: $60,0962017Revenue 2018: $104,549Expenses 2018: $96,831Net Income 2018: $7,7182018Revenue 2019: $104,344Expenses 2019: $105,497Net Income 2019: -$1,1532019Revenue 2020: $89,932Expenses 2020: $101,385Net Income 2020: -$11,4532020Revenue 2021: $247,056Expenses 2021: $153,112Net Income 2021: $93,9442021Revenue 2022: $127,510Expenses 2022: $97,931Net Income 2022: $29,5792022Revenue 2023: $52,240Expenses 2023: $99,868Net Income 2023: -$47,6282023Revenue 2024: $140,159Expenses 2024: $101,503Net Income 2024: $38,6562024

Highlighted filing

2024

Revenue$140,159
Expenses$101,503
Net Income$38,656
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,457,875
Liabilities
$0
Net assets
$1,429,458
Revenue
$140,159
Expenses
$101,503
Net income
$38,656
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.43$0.14$0.10$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.05$0.10$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.13$0.10$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.25$0.15$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.09$0.10$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.10$0.11$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.10$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.15$0.09$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.13$0.09$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.12$0.09$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.12$0.09$0.04
2013Summary only. Only limited summary data is available for this year.$1.15$0.00$0.09$0.05$0.05
2012Summary only. Only limited summary data is available for this year.$1.11$0.00$0.05$0.07$0.02
2011Summary only. Only limited summary data is available for this year.$1.13$0.00$0.05$0.08$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 15, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARAN NEWBOLDTrustee-$0--
ROBERT FAINTrustee-$0--
ROBERT WILKINSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Emma Fanny Dietrich Trust Uw
EIN
56-6152201
Phone
8286922595
Address
240 THIRD AVENUE WEST, HENDERSONVILLE, NC 28739

Signing Officer

Name
Karan Newbold
Title
Trustee
Phone
8286922595
Signed
2025-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Gould Killian CPA Group Pa
Address
100 COXE AVE, ASHEVILLE, NC 28801-2354
Preparer
Terry B Andersen CPA
Phone
8282580363
Raw XML AppendixShowing 400 of 544 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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