Civic Intelligence

Schug Foundation Co Peggy Cobb Schug

EIN 56-6583795 • Charlotte, NC

Pub. 78 EligibleNTEE T20
7013 Erin CourtCharlotte, NC 28210-4906
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-$1M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T20 • $500k-$1M nonprofits • Source year 2024

Net Margin

85th percentile

70%

Higher net margin than 85% of similar nonprofits.

NTEE T20 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

NTEE T20 • $500k-$1M nonprofits • Source year 2025

Asset Growth

96th percentile

178%

Faster asset growth than 96% of similar nonprofits.

NTEE T20 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

6424%

Faster revenue growth than 99% of similar nonprofits.

NTEE T20 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$931,936

Up $596,433 (+178%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$931,936

Up $596,433 (+178%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin85th percentile

Revenue

Up

$758,078

Up $746,459 (+6424%) from 2023

Expenses

Up

$231,103

Up $25,456 (+12%) from 2023

Net Income

Up

$526,975

Up $721,003 (+372%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,295,852Liabilities 2011: $02011Assets 2012: $1,239,953Liabilities 2012: $02012Assets 2013: $1,258,487Liabilities 2013: $02013Assets 2014: $1,133,857Liabilities 2014: $02014Assets 2015: $874,065Liabilities 2015: $02015Assets 2019: $1,089,881Liabilities 2019: $02019Assets 2020: $912,165Liabilities 2020: $0Net Assets 2020: $912,1652020Assets 2021: $804,687Liabilities 2021: $0Net Assets 2021: $804,6872021Assets 2022: $491,892Liabilities 2022: $0Net Assets 2022: $491,8922022Assets 2023: $335,503Liabilities 2023: $0Net Assets 2023: $335,5032023Assets 2024: $931,936Liabilities 2024: $0Net Assets 2024: $931,9362024

Latest loaded filing

2024

Assets$931,936
Liabilities$0
Net Assets$931,936
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $35,697Expenses 2011: $162,043Net Income 2011: -$126,3462011Revenue 2012: $33,110Expenses 2012: $182,736Net Income 2012: -$149,6262012Revenue 2013: $25,792Expenses 2013: $178,585Net Income 2013: -$152,7932013Revenue 2014: $26,434Expenses 2014: $216,025Net Income 2014: -$189,5912014Revenue 2015: $22,472Expenses 2015: $250,689Net Income 2015: -$228,2172015Revenue 2019: $28,743Expenses 2019: $257,722Net Income 2019: -$228,9792019Revenue 2020: $25,116Expenses 2020: $295,273Net Income 2020: -$270,1572020Revenue 2021: $18,214Expenses 2021: $227,172Net Income 2021: -$208,9582021Revenue 2022: $14,084Expenses 2022: $227,695Net Income 2022: -$213,6112022Revenue 2023: $11,619Expenses 2023: $205,647Net Income 2023: -$194,0282023Revenue 2024: $758,078Expenses 2024: $231,103Net Income 2024: $526,9752024

Latest loaded filing

2024

Revenue$758,078
Expenses$231,103
Net Income$526,975
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.76$0.23$0.53
2023Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.01$0.21$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.01$0.23$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.02$0.23$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.03$0.30$0.27
2019Summary only. Only limited summary data is available for this year.$1.09$0.00$0.03$0.26$0.23
2015Summary only. Only limited summary data is available for this year.$0.87$0.00$0.02$0.25$0.23
2014Summary only. Only limited summary data is available for this year.$1.13$0.00$0.03$0.22$0.19
2013Summary only. Only limited summary data is available for this year.$1.26$0.00$0.03$0.18$0.15
2012Summary only. Only limited summary data is available for this year.$1.24$0.00$0.03$0.18$0.15
2011Summary only. Only limited summary data is available for this year.$1.30$0.00$0.04$0.16$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 20, 2026
Return Version
2025v4.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN B SCHUGTrustee-$0--
PEGGY C SCHUGTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCPCC FOUNDATIONTUITION-CHARLOTTE, NC, US$16,000
Paid Grant-UNC ASHEVILLETUITION-CLYDE, NC, US$6,000
Paid Grant-NC STATE UNIVERSITYTUITION-WAYNESVILLE, NC, US$5,024
Paid Grant-GARDNER WEBB UNIV.TUITION AND LAPTOP-LAKE JUNALUSKA, NC, US$5,000
Paid Grant-GARDNER WEBB UNIVERSITYTUITION-CLYDE, NC, US$4,875
Paid Grant-UNC GREENSBOROTUITION-CHARLOTTE, NC, US$4,500
Paid Grant-DAVIDSON COLLEGETUITION-MAGGIE VALLEY, NC, US$4,500
Paid Grant-UNC GREENSBOROTUITION-MOORESVILLE, NC, US$4,000
Paid Grant-DUKE UNIVERSITYTUITION-CHARLOTTE, NC, US$4,000
Paid Grant-WINSTON SALEM STATE UNIV.TUITION-CHARLOTTE, NC, US$4,000
Paid Grant-FAYETTEVILLE STATE UNIVTUITION-CHARLOTTE, NC, US$4,000
Paid Grant-WESTERN CAROLINA UNIV.TUITION-CLYDE, NC, US$4,000
Paid Grant-UNC CHARLOTTETUITION AND LAPTOP-CHARLOTTE, NC, US$4,000
Paid Grant-EAST TN STATE UNIV.TUITION-WAYNESVILLE, NC, US$4,000
Paid Grant-HIGH POINT UNIVERSITYTUITION-CHARLOTTE, NC, US$4,000
Paid Grant-WESTERN CAROLINA UNIVTUITION-WAYNESVILLE, NC, US$4,000
Paid Grant-UNC WILMINGTONTUITION-WAYNESVILLE, NC, US$4,000
Paid Grant-WINTHROP UNIVERSITYTUITION-CHARLOTTE, NC, US$4,000
Paid Grant-UNC CHARLOTTETUITION-CHARLOTTE, NC, US$4,000
Paid Grant-UNC GREENSBOROTUITION-MATTHEWS, NC, US$4,000
Paid Grant-APPALACHIAN STATE UNIV.TUITION-CLYDE, NC, US$4,000
Paid Grant-UNC GREENSBOROTUITION-CHARLOTTE, NC, US$4,000
Paid Grant-NC A&T STATE UNIV.TUITION-CHARLOTTE, NC, US$4,000
Paid Grant-SURRY COMM. COLLEGETUITION-WAYNESVILLE, NC, US$4,000
Paid Grant-NC A&TTUITION-CHARLOTTE, NC, US$3,500
Paid Grant-HIGH POINT UNIVERSITYTUITION AND LAPTOP-CLYDE, NC, US$3,500
Paid Grant-APPALACHIAN STATE UNIVTUITION-WAYNESVILLE, NC, US$3,000
Paid Grant-UNC CHAPEL HILLTUITION-CLYDE, NC, US$3,000
Paid Grant-ASHEVILLE BUNCOMBE CCTUITION-WAYNESVILLE, NC, US$3,000
Paid Grant-UNC CHAPEL HILLTUITION AND LAPTOP-WAYNESVILLE, NC, US$3,000
Paid Grant-DAVIDSON COLLEGETUITION AND LAPTOP-CLYDE, NC, US$3,000
Paid Grant-APPALACHIAN STATE UNIV.TUITION AND LAPTOP-CLYDE, NC, US$3,000
Paid Grant-UNC WILMINGTONTUITION AND LAPTOP-WAYNESVILLE, NC, US$3,000
Paid Grant-UNC CHARLOTTETUITION AND BOOKS-CHARLOTTE, NC, US$2,609
Paid Grant-NC A&T STATE UNIVERSITYTUITION-CHARLOTTE, NC, US$2,174
Paid Grant-UNC CHARLOTTETUITION-CHARLOTTE, NC, US$2,111
Paid Grant-UNC GREENSBOROTUITION-CHARLOTTE, NC, US$2,000
Paid Grant-WESTERN CAROLINAUNIVERSITYTUITION-WAYNESVILLE, NC, US$2,000
Paid Grant-NC STATE UNIVERSITYTUITION-CLYDE, NC, US$2,000
Paid Grant-APPALACHIAN STATE UNIV.TUITION-CHARLOTTE, NC, US$2,000
Paid Grant-NC STATE UNIVERSITYTUITION-MATTHEWS, NC, US$2,000
Paid Grant-WESTERN CAROLINA UNIV.TUITION-WAYNESVILLE, NC, US$2,000
Paid Grant-WESTERN CAROLINA UNIVTUITION-WAYNESVILLE, NC, US$2,000
Paid Grant-UNC CHARLOTTETUITION-CHARLOTTE, NC, US$2,000
Paid Grant-UNC ASHEVILLETUITION-CHARLOTTE, NC, US$2,000
Paid Grant-NC STATE UNIVERSITYTUITION-WAYNESVILLE, NC, US$2,000
Paid Grant-NC CENTRAL UNIV.TUITION-CHARLOTTE, NC, US$2,000
Paid Grant-CAMPBELL UNIVERSITYTUITION-WAYNESVILLE, NC, US$2,000
Paid Grant-APPALCHIAN STATE UNIVTUITION-WAYNESVILLE, NC, US$2,000
Paid Grant-UNC CHARLOTTETUITION-WAYNESVILLE, NC, US$2,000
Paid Grant-UNC CHAPEL HILLTUITION AND LAPTOP-MAGGIE VALLEY, NC, US$2,000
Paid Grant-UNC CHAPEL HILLTUITION-CHARLOTTE, NC, US$2,000
Paid Grant-WINSTON SALEM STATE UNIVTUITION-MINT HILL, NC, US$2,000
Paid Grant-WAKE FOREST UNIVERSITYTUITION-MINT HILL, NC, US$2,000
Paid Grant-UNC CHAPEL HILLTUITION-WAYNESVILLE, NC, US$2,000
Paid Grant-UNC WILMINGTONTUITION-LAKE JUNALUSKA, NC, US$2,000
Paid Grant-EAST CAROLINA UNIVERSITYTUITION-HUNTERSVILLE, NC, US$2,000
Paid Grant-WESTERN CAROLINA UNIVERSITYTUITION-WAYNESVILLE, NC, US$2,000
Paid Grant-UNC CHARLOTTETUITION-CHARLOTTE, NC, US$2,000
Paid Grant-NC A&T UNIVERSITYTUITION-CHARLOTTE, NC, US$1,615
Paid Grant-NC STATE UNIVERSITYTUITION-CLYDE, NC, US$1,500
Paid Grant-UNC CHARLOTTETUITION-CHARLOTTE, NC, US$1,500
Paid Grant-WESTERN CAROLINA UNIVERSITYTUITION-LAKE JUNALUSKA, NC, US$1,500
Paid Grant-WESTERN CAROLINA UNIVERSITYTUITION-CLYDE, NC, US$1,500
Paid Grant-APPALCHIAN STATE UNIV.TUITION-CHARLOTTE, NC, US$1,500
Paid Grant-NC STATE UNIVERSITYLAPTOP-CLYDE, NC, US$1,000
Paid Grant-NC STATE UNIVERSITYLAPTOP-CLYDE, NC, US$1,000
Paid Grant-UNC CHAPEL HILLLAPTOP-CLYDE, NC, US$1,000
Filing and Contact Details

Filer

Filer Name
SCHUG FOUNDATION co PEGGY COBB SCHUG
EIN
56-6583795
Phone
7045520474
Address
7013 ERIN COURT, CHARLOTTE, NC 28210-4906

Signing Officer

Name
John Schug
Title
Trustee
Phone
7045520474
Signed
2026-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Bragg Financial Advisors Inc
Address
1031 S CALDWELL ST STE 200, CHARLOTTE, NC 28203
Preparer
Dawn M Cannon CPA
Phone
7043770261
Raw XML AppendixShowing 400 of 931 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.

Path#Value
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd5I
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd7I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd8I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd9I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd10I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd11I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd12I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd13I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd14I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd15I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd16PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd17I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd18I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd19I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd20I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd21I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd22I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd23I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd24I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd25I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd26I

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