Civic Intelligence

The Graham Foundation

EIN 57-0805774 • Greenville, SC

P O Box 26179Greenville, SC 29616
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.02x

Higher debt load relative to revenue than 24% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$337,433

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

37th percentile

1.7%

Faster asset growth than 37% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

131%

Faster revenue growth than 91% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$48,047,463

Up $789,706 (+1.7%) from 2023

Liabilities

Up

$100,364

Up $93,248 (+1310%) from 2023

Net Assets

Up

$47,947,099

Up $696,458 (+1.5%) from 2023

Operations
Liabilities / Revenue24th percentileNet Margin69th percentile

Revenue

Up

$4,883,052

Up $2,772,930 (+131%) from 2023

Expenses

Up

$3,960,424

Up $883,627 (+29%) from 2023

Net Income

Up

$922,628

Up $1,889,303 (+195%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$60M$40M$20M$0Assets 2011: $43,879,594Liabilities 2011: $02011Assets 2012: $42,702,473Liabilities 2012: $02012Assets 2013: $47,438,319Liabilities 2013: $02013Assets 2014: $49,943,081Liabilities 2014: $45,0002014Assets 2015: $50,240,043Liabilities 2015: $02015Assets 2017: $48,307,609Liabilities 2017: $0Net Assets 2017: $48,307,6092017Assets 2018: $47,573,855Liabilities 2018: $0Net Assets 2018: $47,573,8552018Assets 2019: $49,284,722Liabilities 2019: $1,176Net Assets 2019: $49,283,5462019Assets 2020: $48,030,080Liabilities 2020: $2,228Net Assets 2020: $48,027,8522020Assets 2021: $48,030,080Liabilities 2021: $2,228Net Assets 2021: $48,027,8522021Assets 2022: $49,827,704Liabilities 2022: $7,069Net Assets 2022: $49,820,6352022Assets 2023: $47,257,757Liabilities 2023: $7,116Net Assets 2023: $47,250,6412023Assets 2024: $48,047,463Liabilities 2024: $100,364Net Assets 2024: $47,947,0992024

Highlighted filing

2024

Assets$48,047,463
Liabilities$100,364
Net Assets$47,947,099
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $930,234Expenses 2011: $2,838,341Net Income 2011: -$1,908,1072011Revenue 2012: $1,405,852Expenses 2012: $2,648,557Net Income 2012: -$1,242,7052012Revenue 2013: $7,417,776Expenses 2013: $2,866,639Net Income 2013: $4,551,1372013Revenue 2014: $5,427,240Expenses 2014: $3,028,531Net Income 2014: $2,398,7092014Revenue 2015: $2,894,570Expenses 2015: $3,455,420Net Income 2015: -$560,8502015Revenue 2017: $2,206,853Expenses 2017: $2,958,533Net Income 2017: -$751,6802017Revenue 2018: $2,969,057Expenses 2018: $3,290,851Net Income 2018: -$321,7942018Revenue 2019: $5,146,681Expenses 2019: $3,632,967Net Income 2019: $1,513,7142019Revenue 2020: $1,710,084Expenses 2020: $2,599,066Net Income 2020: -$888,9822020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $1,928,351Expenses 2022: $3,447,155Net Income 2022: -$1,518,8042022Revenue 2023: $2,110,122Expenses 2023: $3,076,797Net Income 2023: -$966,6752023Revenue 2024: $4,883,052Expenses 2024: $3,960,424Net Income 2024: $922,6282024

Highlighted filing

2024

Revenue$4,883,052
Expenses$3,960,424
Net Income$922,628
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$48,047,463
Liabilities
$100,364
Net assets
$47,947,099
Revenue
$4,883,052
Expenses
$3,960,424
Net income
$922,628
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$48.0$0.10$47.9$4.88$3.96$0.92
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.3$0.01$47.3$2.11$3.08$0.97
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.8$0.01$49.8$1.93$3.45$1.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.0$0.00$48.0$0.00$0.00$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.0$0.00$48.0$1.71$2.60$0.89
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.3$0.00$49.3$5.15$3.63$1.51
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.6$0.00$47.6$2.97$3.29$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.3$0.00$48.3$2.21$2.96$0.75
2015Summary only. Only limited summary data is available for this year.$50.2$0.00$2.89$3.46$0.56
2014Summary only. Only limited summary data is available for this year.$49.9$0.05$5.43$3.03$2.40
2013Summary only. Only limited summary data is available for this year.$47.4$0.00$7.42$2.87$4.55
2012Summary only. Only limited summary data is available for this year.$42.7$0.00$1.41$2.65$1.24
2011Summary only. Only limited summary data is available for this year.$43.9$0.00$0.93$2.84$1.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 14, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Chief Strategy OfficerFT$260,000$77,433$337,433
-TrusteePT$60,000-$60,000
-TrusteePT$60,000-$60,000
-Trustee Chair/CEOPT$5,450$42,592$48,042
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPEACEHAVEN FARM INCOperational SupportPCWhitsett, NC, US$750,000
Paid GrantPEACE CENTEROperational SupportPCGreenville, SC, US$700,000
Paid GrantSECOND BREATH CENTEROperational SupportPCGreensboro, NC, US$600,000
Paid GrantMETROPOLITAN ARTS COUNCILOperational SupportPCGreenville, SC, US$500,000
Paid GrantPIEDMONT FIBERSHED-CROATAN INSTITUTEOperational SupportPCDurham, NC, US$200,000
Paid GrantMIAMI TECHNICAL INSTITUTE FOUNDATIONOperational SupportPCMiami, FL, US$170,000
Paid GrantCONESTEE FOUNDATIONOperational SupportPCConestee, SC, US$71,000
Paid GrantUPSTATE CIRCLE OF FRIENDSOperational SupportPCGreenville, SC, US$36,500
Paid GrantPOSITIVE WORKS INCOperational SupportPCCHRISTIANSTED, VQ$20,000
Paid GrantI AM CHANGED INCOperational SupportPCGreenville, SC, US$16,000
Paid GrantARTISPHEREOperational SupportPCGreenville, SC, US$12,500
Paid GrantTHE LONG WALK HOMEOperational SupportPCVenice, FL, US$10,000
Paid GrantSOAPSTONE PRESERVATION ENDOWMENTOperational SupportPCMarietta, SC, US$5,000
Paid GrantTHE COMMUNITY FOUNDATION OF GREENVILLEOperational SupportPCGreenville, SC, US$5,000
Filing and Contact Details

Filer

Filer Name
The Graham Foundation
EIN
57-0805774
Phone
4049666149
Address
P O Box 26179, Greenville, SC 29616

Signing Officer

Name
Susan R Lambert
Title
Trustee Chair/CEO
Signed
2025-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars LLP
Address
500 Ridgefield Court, Asheville, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Raw XML AppendixShowing 400 of 527 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0KEY - ST SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1KEY - LT SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MEDPROPERTIES SENIOR HOUSING FUND I
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0Susan R Lambert
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt1Steve Lambert
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt2Bill Bridges
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt3Laura Caligan-Gilliam
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Laura Caligan-Gilliam
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Operational Support
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Operational Support
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE LONG WALK HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ARTISPHERE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UPSTATE CIRCLE OF FRIENDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CONESTEE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4METROPOLITAN ARTS COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SECOND BREATH CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6PEACEHAVEN FARM INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7MIAMI TECHNICAL INSTITUTE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8PEACE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9PIEDMONT FIBERSHED-CROATAN INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10I AM CHANGED INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11SOAPSTONE PRESERVATION ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12THE COMMUNITY FOUNDATION OF GREENVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13POSITIVE WORKS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0PO BOX 5683
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0CHRISTIANSTED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0466 Edgewood Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1101B Augusta Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt229 Ridgeway Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt416 Augusta Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5215 W Fisher Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61458 NC Highway 61
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt714285 SW 42nd St 211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8300 S Main St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9201 W Main St Suite B013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101427 Laurens Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11PO Box 454
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12630 E WASHINGTON ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Whitsett
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Miami
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Greenville

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