Civic Intelligence

The Lomax Family Foundation

EIN 74-2900491 • Arden, NC

1 Ivy LaneArden, NC 28704
Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

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

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.00x

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

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Net Margin

59th percentile

12%

Higher net margin than 59% of similar nonprofits.

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Asset Growth

53rd percentile

0.6%

Faster asset growth than 53% of similar nonprofits.

NTEE T22 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

343%

Faster revenue growth than 90% of similar nonprofits.

NTEE T22 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$872,854

Up $5,576 (+0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$872,854

Up $5,576 (+0.6%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin59th percentile

Revenue

Up

$46,568

Up $36,057 (+343%) from 2023

Expenses

Down

$40,992

Down $10,751 (-21%) from 2023

Net Income

Up

$5,576

Up $46,808 (+114%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $840,624Liabilities 2010: $0Net Assets 2010: $840,6242010Assets 2011: $833,715Liabilities 2011: $0Net Assets 2011: $833,7152011Assets 2012: $811,722Liabilities 2012: $0Net Assets 2012: $811,7222012Assets 2013: $798,657Liabilities 2013: $1Net Assets 2013: $798,6572013Assets 2014: $800,444Liabilities 2014: $1Net Assets 2014: $800,4442014Assets 2015: $824,052Liabilities 2015: $1Net Assets 2015: $824,0522015Assets 2016: $819,773Liabilities 2016: $0Net Assets 2016: $819,7732016Assets 2017: $993,283Liabilities 2017: $0Net Assets 2017: $993,2832017Assets 2018: $976,344Liabilities 2018: $0Net Assets 2018: $976,3442018Assets 2019: $967,878Liabilities 2019: $1Net Assets 2019: $967,8782019Assets 2020: $939,299Liabilities 2020: $1Net Assets 2020: $939,2992020Assets 2021: $1,021,309Liabilities 2021: $1Net Assets 2021: $1,021,3092021Assets 2022: $908,510Liabilities 2022: $1Net Assets 2022: $908,5102022Assets 2023: $867,278Liabilities 2023: $0Net Assets 2023: $867,2782023Assets 2024: $872,854Liabilities 2024: $0Net Assets 2024: $872,8542024

Highlighted filing

2024

Assets$872,854
Liabilities$0
Net Assets$872,854
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $23,6652010Expenses 2011: $28,7362011Expenses 2012: $52,3252012Revenue 2013: $34,288Expenses 2013: $47,353Net Income 2013: -$13,0652013Revenue 2014: $63,289Expenses 2014: $61,502Net Income 2014: $1,7872014Revenue 2015: $88,884Expenses 2015: $65,276Net Income 2015: $23,6082015Revenue 2016: $27,902Expenses 2016: $32,181Net Income 2016: -$4,2792016Revenue 2017: $190,926Expenses 2017: $17,416Net Income 2017: $173,5102017Revenue 2018: $15,858Expenses 2018: $32,797Net Income 2018: -$16,9392018Revenue 2019: $36,022Expenses 2019: $44,488Net Income 2019: -$8,4662019Revenue 2020: $8,166Expenses 2020: $36,745Net Income 2020: -$28,5792020Revenue 2021: $138,502Expenses 2021: $56,492Net Income 2021: $82,0102021Revenue 2022: -$44,532Expenses 2022: $68,267Net Income 2022: -$112,7992022Revenue 2023: $10,511Expenses 2023: $51,743Net Income 2023: -$41,2322023Revenue 2024: $46,568Expenses 2024: $40,992Net Income 2024: $5,5762024

Highlighted filing

2024

Revenue$46,568
Expenses$40,992
Net Income$5,576
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$872,854
Liabilities
$0
Net assets
$872,854
Revenue
$46,568
Expenses
$40,992
Net income
$5,576
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.05$0.04$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.01$0.05$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.04$0.07$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.14$0.06$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.01$0.04$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.04$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.02$0.03$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.19$0.02$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.03$0.03$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.09$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.06$0.06$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.03$0.05$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.03
2010Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONNIE JUDITH LOMAXDirectorPT$0--
LAWRENCE H NORDLINGER IIDirector-$0--
ASHLEY LAUREN DELAYDirector-$0--
AUSTIN LEE LOMAXDirector-$0--
RACHAEL LOMAXDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWASHINGTON & LEE UNIVERSITYCHARITYACTIVELEXINGTON, VA, US$5,000
Paid GrantMANNA FOOD BANKCHARITYACTIVEASHEVILLE, NC, US$2,500
Paid GrantABCCMORGCHARITYACTIVEASHEVILLE, NC, US$2,000
Paid GrantGIFT OF GRACE MINISTIRESCHARITYACTIVEARCHDALE, NC, US$2,000
Paid GrantTHE HAYWOOD STREET WELCOME TABLECHARITYACTIVEASHEVILLE, NC, US$2,000
Paid GrantASHEVILLE AREA HABITAT FOR HUMANITYCHARITYACTIVEASHEVILLE, NC, US$1,500
Paid GrantDOCTORS WITHOUT BORDERSCHARITYACTIVEHAGERSTOWN, MD, US$1,500
Paid GrantHENDERSONVILLE RESCUE MISSIONCHARITYACTIVEHENDERSONVILLE, NC, US$1,500
Paid GrantINTERNATIONAL RESCUECHARITYACTIVENEW YORK, NY, US$1,500
Paid GrantTHE SALVATION ARMYCHARITYACTIVECLEVELAND, NC, US$1,500
Paid GrantVECINOSCHARITYACTIVECULLOWHEE, NC, US$1,500
Paid GrantCHILDREN INTERNATIONALCHARITYACTIVEKANSAS CITY, MO, US$1,256
Paid GrantBELOVED ASHEVILLECHARITYACTIVEASHEVILLE, NC, US$1,000
Paid GrantBROTHER WOLF ANIMALCHARITYACTIVEASHEVILLE, NC, US$1,000
Paid GrantMARY'S PLACE BY THE SEACHARITYACTIVEOCEAN GROVE, NJ, US$1,000
Paid GrantMERCY SHIPSCHARITYACTIVEGARDEN VALLEY, TX, US$1,000
Paid GrantREDEEMING LOVE MINISTRIESCHARITYACTIVECOLORADO SPRINGS, CO, US$1,000
Paid GrantSIERRA CLUBCHARITYACTIVEOAKLAND, CA, US$1,000
Paid GrantNOVUSWAY MINISTRIESCHARITYACTIVEARDEN, NC, US$750
Paid GrantFIRST PRESBYTERIAN CHURCHCHARITYACTIVESALUDA, NC, US$700
Paid GrantAPPALACIAN WILDLIFECHARITYACTIVECANDLER, NC, US$500
Paid GrantDEFENDERS OF WILDLIFECHARITYACTIVEWASHINGTON, DC, US$500
Paid GrantFIRST BAPTIST CHURCHCHARITYACTIVETRYON, NC, US$500
Paid GrantFOOTHILLS HUMANE SOCIETYCHARITYACTIVETRYON, NC, US$500
Paid GrantHEIFER INTERNATIONALCHARITYACTIVEBREVARD, NC, US$500
Paid GrantWORLD WILDLIFE FUNDCHARITYACTIVEWASHINGTON, DC, US$500
Paid GrantHOPE REMAINS YOUTH RANCHCHARITYACTIVEWELLFORD, SC, US$400
Paid GrantNATURE CONSERVANCYCHARITYACTIVEASHEVILLE, NC, US$400
Paid GrantUNC-TVCHARITYACTIVERALEIGH, NC, US$400
Paid GrantWE ARECHARITYACTIVEDURHAM, NC, US$400
Paid GrantMAKE A WISHCHARITYACTIVEBETHESDA, MD, US$300
Paid GrantHENDERSON COUNTY RESCUECHARITYACTIVEHENDERSONVILLE, NC, US$200
Paid GrantFRIENDS OF THE WNC NATURE CENTERCHARITYACTIVEASHEVILLE, NC, US$109
Paid GrantSKYLAND FIRE AND RESCUECHARITYACTIVESKYLAND, NC, US$100
Paid GrantHANDS ON CHILDRENCHARITYACTIVEHENDERSONVILLE, NC, US$96
Filing and Contact Details

Filer

Filer Name
The Lomax Family Foundation
EIN
74-2900491
Phone
8282433802
Address
1 IVY LANE, ARDEN, NC 28704

Signing Officer

Name
Connie J Lomax
Title
Director
Phone
8282433802
Signed
2025-11-17

Preparer

Firm
Lind Coad CPA PA
Address
510 Thermal View Drive, Tryon, NC 28782
Preparer
Linda L Coad CPA
Phone
7043432623
Raw XML AppendixShowing 400 of 601 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CONNIE JUDITH LOMAX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAWRENCE H NORDLINGER II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ASHLEY LAUREN DELAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3AUSTIN LEE LOMAX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4RACHAEL LOMAX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ASHEVILLE AREA HABITAT FOR HUMANITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8FIRST BAPTIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9FIRST PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10FOOTHILLS HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11FRIENDS OF THE WNC NATURE CENTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13HANDS ON CHILDREN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21MARY'S PLACE BY THE SEA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22MERCY SHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23NATURE CONSERVANCY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28THE HAYWOOD STREET WELCOME TABLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt34WORLD WILDLIFE FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0141 HILLSIDE STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 219055
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61130 17TH STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 5030
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt954 CAROLINA STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt126440 NEE NEE LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13318 NORTH MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14212 S BRAOD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt152529 ASHEVILLE HIGHWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16639 MAPLE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt171771 JOHN DODD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1842ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19627 SWANNANOA RIVER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt206555 ROCK SPRING DRIVE SUITE 280
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2122 MAIN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22PO BOX 2020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt235 BARBETTA DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt242049 UPPER LAUREL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25PO BOX 25088
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt262101 WEBSTER STREET SUITE 1300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt279 MILLER ROAD S

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