Civic Intelligence

Lineage Foundation Inc.

990EZ • Fiscal year 2023 • EIN 81-4250825

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

1629 Cross Beam DrCharlotte, NC 28217

(716) 631-3345

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

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

2023 filings • NTEE T50 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.00x

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

2023 filings • NTEE T50 • <$500k nonprofits • Source year 2023

Net Margin

22nd percentile

-13%

Higher net margin than 22% of similar nonprofits.

2023 filings • NTEE T50 • <$500k nonprofits • Source year 2023

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2023 filings • NTEE T50 • <$500k nonprofits • Source year 2023

Asset Growth

15th percentile

-48%

Faster asset growth than 15% of similar nonprofits.

2023 filings • NTEE T50 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-85%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • NTEE T50 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$2,172

Down $2,011 (-48%) from 2022

Net Assets

Down

$2,172

Down $2,011 (-48%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$15,655

Down $88,281 (-85%) from 2022

Expenses

Down

$17,666

Down $97,786 (-85%) from 2022

Net Income

Up

-$2,011

Up $9,505 (+83%) from 2022

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2016: $142Liabilities 2016: $02016Assets 2017: $15,872Liabilities 2017: $02017Assets 2018: $47,238Liabilities 2018: $02018Assets 2019: $38,871Liabilities 2019: $02019Assets 2020: $53,862Liabilities 2020: $0Net Assets 2020: $53,8622020Assets 2021: $15,699Liabilities 2021: $0Net Assets 2021: $15,6992021Assets 2022: $4,183Liabilities 2022: $0Net Assets 2022: $4,1832022Assets 2023: $2,172Liabilities 2023: $0Net Assets 2023: $2,1722023Assets 2024: $18,051Liabilities 2024: $0Net Assets 2024: $18,0512024

Highlighted filing

2023

Assets$2,172
Liabilities$0
Net Assets$2,172

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2016: $4,142Expenses 2016: $4,000Net Income 2016: $1422016Revenue 2017: $23,607Expenses 2017: $7,877Net Income 2017: $15,7302017Revenue 2018: $65,250Expenses 2018: $33,884Net Income 2018: $31,3662018Revenue 2019: $30,433Expenses 2019: $38,800Net Income 2019: -$8,3672019Revenue 2020: $71,281Expenses 2020: $56,290Net Income 2020: $14,9912020Revenue 2021: $56,109Expenses 2021: $94,272Net Income 2021: -$38,1632021Revenue 2022: $103,936Expenses 2022: $115,452Net Income 2022: -$11,5162022Revenue 2023: $15,655Expenses 2023: $17,666Net Income 2023: -$2,0112023Revenue 2024: $64,004Expenses 2024: $48,125Net Income 2024: $15,8792024

Highlighted filing

2023

Revenue$15,655
Expenses$17,666
Net Income-$2,011
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Gross Receipts
$15,663
Mission and Program Overview

Mission

Provide grants to needy charitable endeavers

Program Services

DescriptionGrantsExpenses
DONATIONS TO HOSKINS PARK MINISTRIES, MAXWELL LEADERSHIPFOUNDATION, ALL THINGS POSSIBLE, SAMARITANS PURSE, IEQUIP.ORG ,MAKE A WISH, ETC TO HELP PEOPLE IN NEED.$17,666$17,666
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD WILLIAMSPresident-$0--
DAVID M HILLERYTreasurer-$0--
TRACY SMITHSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lineage Foundation Inc
EIN
81-4250825
Phone
7166313345
Address
1629 CROSS BEAM DR, CHARLOTTE, NC 28217

Signing Officer

Name
David M Hillery
Title
Treasurer
Phone
7166313345
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
David M Hillery CPA
Address
6152 BRIDLEWOOD DR S, EAST AMHERST, NY 14051
Preparer
David Hillery
Phone
7164408022
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Charitable support; bible leadership training; maxwell leadership foundation: 2050 sugarloaf circle, duluth, ga, 30097; none, 10000.

Form 990EZ, Part I, Line 10

Charitable support; other organizations less than 5000; : , , , ; none, 7666.

Raw XML Appendix189 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD WILLIAMS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRACY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE GRANTS TO NEEDY CHARITABLE ENDEAVERS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS TO HOSKINS PARK MINISTRIES, MAXWELL LEADERSHIPFOUNDATION, ALL THINGS POSSIBLE, SAMARITANS PURSE, IEQUIP.ORG ,MAKE A WISH, ETC TO HELP PEOPLE IN NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017666
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017666
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt017666
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IRS990EZ/TotalRevenueAmt015655
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARITABLE SUPPORT; BIBLE LEADERSHIP TRAINING; MAXWELL LEADERSHIP FOUNDATION: 2050 SUGARLOAF CIRCLE, DULUTH, GA, 30097; NONE, 10000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHARITABLE SUPPORT; OTHER ORGANIZATIONS LESS THAN 5000; : , , , ; NONE, 7666.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
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ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID M HILLERY
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ReturnHeader/Filer/EIN0814250825
ReturnHeader/Filer/PhoneNum07166313345
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ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID HILLERY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-15T06:03:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HILLERY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits