Civic Intelligence

Calvert Family Foundation Inc.

EIN 62-1659836 • Greeneville, TN

Pub. 78 Eligible
110 Old Indian Hill TrailGreeneville, TN 37743
Siviq Scores

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

Liabilities / Assets

84th percentile

0.18x

Higher debt load relative to assets than 84% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

0.88x

Higher debt load relative to revenue than 95% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

22nd percentile

-27%

Higher net margin than 22% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

41st percentile

-8.4%

Faster asset growth than 41% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

228%

Faster revenue growth than 95% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$42,919

Down $3,950 (-8.4%) from 2023

Liabilities

Down

$7,562

Down $1,631 (-18%) from 2023

Net Assets

Down

$35,357

Down $2,319 (-6.2%) from 2023

Operations
Liabilities / Revenue95th percentileNet Margin22nd percentile

Revenue

Up

$8,590

Up $5,968 (+228%) from 2023

Expenses

Down

$10,909

Down $189 (-1.7%) from 2023

Net Income

Up

-$2,319

Up $6,157 (+73%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$100K$50K$0Assets 2010: $91,870Liabilities 2010: $0Net Assets 2010: $91,8702010Assets 2011: $87,049Liabilities 2011: $0Net Assets 2011: $87,0492011Assets 2012: $80,105Liabilities 2012: $0Net Assets 2012: $80,1052012Assets 2013: $77,621Liabilities 2013: $0Net Assets 2013: $77,6212013Assets 2014: $73,220Liabilities 2014: $0Net Assets 2014: $73,2202014Assets 2015: $71,577Liabilities 2015: $0Net Assets 2015: $71,5772015Assets 2016: $74,339Liabilities 2016: $0Net Assets 2016: $74,3392016Assets 2017: $68,615Liabilities 2017: $0Net Assets 2017: $68,6152017Assets 2018: $62,423Liabilities 2018: $0Net Assets 2018: $62,4232018Assets 2019: $56,154Liabilities 2019: $0Net Assets 2019: $56,1542019Assets 2020: $54,613Liabilities 2020: $0Net Assets 2020: $54,6132020Assets 2021: $51,572Liabilities 2021: $0Net Assets 2021: $51,5722021Assets 2022: $46,152Liabilities 2022: $0Net Assets 2022: $46,1522022Assets 2023: $46,869Liabilities 2023: $9,193Net Assets 2023: $37,6762023Assets 2024: $42,919Liabilities 2024: $7,562Net Assets 2024: $35,3572024

Highlighted filing

2024

Assets$42,919
Liabilities$7,562
Net Assets$35,357
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$20K$10K$0-$10KExpenses 2010: $4,2392010Expenses 2011: $5,1302011Expenses 2012: $5,0432012Revenue 2013: $1,985Expenses 2013: $4,452Net Income 2013: -$2,4672013Revenue 2014: $2,362Expenses 2014: $6,735Net Income 2014: -$4,3732014Revenue 2015: $5,012Expenses 2015: $6,646Net Income 2015: -$1,6342015Revenue 2016: $10,926Expenses 2016: $8,118Net Income 2016: $2,8082016Revenue 2017: $2,387Expenses 2017: $8,002Net Income 2017: -$5,6152017Revenue 2018: $2,651Expenses 2018: $8,891Net Income 2018: -$6,2402018Revenue 2019: $3,178Expenses 2019: $9,420Net Income 2019: -$6,2422019Revenue 2020: $7,663Expenses 2020: $9,175Net Income 2020: -$1,5122020Revenue 2021: $6,424Expenses 2021: $9,434Net Income 2021: -$3,0102021Revenue 2022: $6,655Expenses 2022: $11,912Net Income 2022: -$5,2572022Revenue 2023: $2,622Expenses 2023: $11,098Net Income 2023: -$8,4762023Revenue 2024: $8,590Expenses 2024: $10,909Net Income 2024: -$2,3192024

Highlighted filing

2024

Revenue$8,590
Expenses$10,909
Net Income-$2,319
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$42,919
Liabilities
$7,562
Net assets
$35,357
Revenue
$8,590
Expenses
$10,909
Net income
-$2,319
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.9$7.56$35.4$8.59$10.9$2.32
2023Detailed filing. Detailed filing data is available for this year.$46.9$9.19$37.7$2.62$11.1$8.48
2022Detailed filing. Detailed filing data is available for this year.$46.2$0.00$46.2$6.66$11.9$5.26
2021Detailed filing. Detailed filing data is available for this year.$51.6$0.00$51.6$6.42$9.43$3.01
2020Detailed filing. Detailed filing data is available for this year.$54.6$0.00$54.6$7.66$9.18$1.51
2019Detailed filing. Detailed filing data is available for this year.$56.2$0.00$56.2$3.18$9.42$6.24
2018Detailed filing. Detailed filing data is available for this year.$62.4$0.00$62.4$2.65$8.89$6.24
2017Detailed filing. Detailed filing data is available for this year.$68.6$0.00$68.6$2.39$8.00$5.62
2016Detailed filing. Detailed filing data is available for this year.$74.3$0.00$74.3$10.9$8.12$2.81
2015Detailed filing. Detailed filing data is available for this year.$71.6$0.00$71.6$5.01$6.65$1.63
2014Detailed filing. Detailed filing data is available for this year.$73.2$0.00$73.2$2.36$6.74$4.37
2013Detailed filing. Detailed filing data is available for this year.$77.6$0.00$77.6$1.99$4.45$2.47
2012Detailed filing. Detailed filing data is available for this year.$80.1$0.00$80.1$5.04
2011Detailed filing. Detailed filing data is available for this year.$87.0$0.00$87.0$5.13
2010Detailed filing. Detailed filing data is available for this year.$91.9$0.00$91.9$4.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PEGGY CALVERTPresident-$0--
MELANIE C COLEYSecretary-$0--
GRAY R CALVERTTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Calvert Family Foundation
EIN
62-1659836
Phone
4236385644
Address
110 OLD INDIAN HILL TRAIL, GREENEVILLE, TN 37743

Signing Officer

Name
Peggy Calvert
Title
President
Phone
4236385644
Signed
2025-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Blackburn Childers & Steagall Plc
Address
1361 S WILCOX DRIVE, KINGSPORT, TN 37660
Preparer
Kenneth a Benson
Phone
4232461725
Raw XML Appendix358 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/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL USE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BARTER THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BLUE RIDGE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BOYS & GIRLS CLUB OF GREENEVILLE AND GREENE COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FRIENDS OF THE GREENEVILLE-GREENE COUNTY LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4GREENE COUNTY IMAGINATION LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5GREENEVILLE-GREENE COUNTY HISTORY MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6THE EPISCOPAL CHURCH OF THE MESSIAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7YOUNG LIFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 867
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1273 MAYO DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2740 W CHURCH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3210 N MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4210 N MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5101 W MCKEE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 70367
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ABINGDON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST GEORGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7COLORADO SPRINGS
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010030
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08877
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01019
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt09193
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MARGIN LOAN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt07562
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/Amt124
TaxesSchedule/TaxesDetail/CategoryTxt0CORPORATE ANNUAL REPORT
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PEGGY CALVERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04236385644
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CALVERT FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CALV
ReturnHeader/Filer/EIN0621659836
ReturnHeader/Filer/PhoneNum04236385644
ReturnHeader/Filer/USAddress/AddressLine1Txt0110 OLD INDIAN HILL TRAIL
ReturnHeader/Filer/USAddress/CityNm0GREENEVILLE
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ReturnHeader/Filer/USAddress/ZIPCd037743
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0620647474
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLACKBURN CHILDERS & STEAGALL PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01361 S WILCOX DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KINGSPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037660
ReturnHeader/PreparerPersonGrp/PhoneNum04232461725
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH A BENSON
ReturnHeader/ReturnTs02025-11-03T08:42:18-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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