Civic Intelligence

The Susan N Adams Charitable Foundation

990PF • Fiscal year 2023 • EIN 56-6537575

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 19, 2025

1602 Lakeshore DrDunn, NC 28334

(910) 892-8177

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2023

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Asset Growth

41st percentile

-6.1%

Faster asset growth than 41% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Assets

Down

$30,992

Down $2,000 (-6.1%) from 2022

Net Assets

Down

$30,992

Down $2,000 (-6.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$0

Up $25,826 (+100%) from 2022

Expenses

Up

$2,000

Up $1,000 (+100%) from 2022

Net Income

Up

-$2,000

Up $24,826 (+93%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $113,738Liabilities 2011: $02011Assets 2012: $98,883Liabilities 2012: $38,4682012Assets 2013: $98,580Liabilities 2013: $02013Assets 2014: $123,031Liabilities 2014: $02014Assets 2015: $114,870Liabilities 2015: $02015Assets 2019: $75,502Liabilities 2019: $02019Assets 2020: $63,811Liabilities 2020: $0Net Assets 2020: $63,8112020Assets 2021: $59,816Liabilities 2021: $0Net Assets 2021: $59,8162021Assets 2022: $32,992Liabilities 2022: $0Net Assets 2022: $32,9922022Assets 2023: $30,992Liabilities 2023: $0Net Assets 2023: $30,9922023Assets 2024: $26,419Liabilities 2024: $0Net Assets 2024: $26,4192024

Highlighted filing

2023

Assets$30,992
Liabilities$0
Net Assets$30,992

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $1,146Expenses 2011: $18,000Net Income 2011: -$16,8542011Revenue 2012: -$3,323Expenses 2012: $50,000Net Income 2012: -$53,3232012Revenue 2013: $39,658Expenses 2013: $1,493Net Income 2013: $38,1652013Revenue 2014: $54,451Expenses 2014: $30,000Net Income 2014: $24,4512014Revenue 2015: $5,636Expenses 2015: $14,285Net Income 2015: -$8,6492015Revenue 2019: $172Expenses 2019: $14,473Net Income 2019: -$14,3012019Revenue 2020: -$695Expenses 2020: $10,994Net Income 2020: -$11,6892020Revenue 2021: $2,804Expenses 2021: $6,797Net Income 2021: -$3,9932021Revenue 2022: -$25,826Expenses 2022: $1,000Net Income 2022: -$26,8262022Revenue 2023: $0Expenses 2023: $2,000Net Income 2023: -$2,0002023Revenue 2024: $0Expenses 2024: $4,573Net Income 2024: -$4,5732024

Highlighted filing

2023

Revenue$0
Expenses$2,000
Net Income-$2,000
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 19, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN N ADAMSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Susan N Adams Charitable
EIN
56-6537575
Phone
9108928177
Address
1602 LAKESHORE DR, DUNN, NC 28334

Signing Officer

Name
Susan N Adams
Title
Trustee
Phone
9108928177
Signed
2025-03-19
Discuss with paid preparer
Yes

Preparer

Firm
William Temple Allen CPA Pa
Address
3620 CAPE CENTER DRIVE, FAYETTEVILLE, NC 28304
Preparer
William Temple Allen CPA Pa
Phone
9103230191
Raw XML Appendix184 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/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt019981
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05749
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt014232
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0300
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0984
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt019681
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt019981
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02000
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BRENTON D ADAMS ATTY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1389
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DUNN
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09108928177
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0FUNDING OF THE SUSAN N ADAMS SCHOLARSHIP FUND AT EMMANUEL COLLEGE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION/SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EMMANUEL COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0COLLEGE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0984
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN N ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09108928177
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-19
ReturnHeader/DisasterReliefTxt0HURRICANE DEBBY
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSAN N ADAMS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0566537575
ReturnHeader/Filer/PhoneNum09108928177
ReturnHeader/Filer/USAddress/AddressLine1Txt01602 LAKESHORE DR
ReturnHeader/Filer/USAddress/CityNm0DUNN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028334
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561833865
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAM TEMPLE ALLEN CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03620 CAPE CENTER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAYETTEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028304
ReturnHeader/PreparerPersonGrp/PhoneNum09103230191
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM TEMPLE ALLEN CPA PA
ReturnHeader/ReturnTs02025-03-19T11:07:49-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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