Civic Intelligence

Lineage Foundation Inc.

990EZ • Fiscal year 2024 • EIN 81-4250825

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 03, 2025

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

77th percentile

0.00x

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

2024 filings • NTEE T50 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.00x

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

2024 filings • NTEE T50 • <$500k nonprofits • Source year 2024

Net Margin

67th percentile

25%

Higher net margin than 67% of similar nonprofits.

2024 filings • NTEE T50 • <$500k nonprofits • Source year 2024

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.

2024 filings • NTEE T50 • <$500k nonprofits • Source year 2024

Asset Growth

96th percentile

731%

Faster asset growth than 96% of similar nonprofits.

2024 filings • NTEE T50 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

309%

Faster revenue growth than 91% of similar nonprofits.

2024 filings • NTEE T50 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$18,051

Up $15,879 (+731%) from 2023

Net Assets

Up

$18,051

Up $15,879 (+731%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$64,004

Up $48,349 (+309%) from 2023

Expenses

Up

$48,125

Up $30,459 (+172%) from 2023

Net Income

Up

$15,879

Up $17,890 (+890%) from 2023

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

2024

Assets$18,051
Liabilities$0
Net Assets$18,051

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

2024

Revenue$64,004
Expenses$48,125
Net Income$15,879
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$64,004
Mission and Program Overview

Mission

Provide grants to needy charitable endeavers

Provide grants to needy charitable endeavors

Program Services

DescriptionGrantsExpenses
DONATIONS TO JOHN MAXWELL LEADERSHIP, LIVING WATER, ALEXIS SCHWARTZ, ALL THINGS POSSIBLE, LEAST OF THESE, HEARTS WITH HAITI, GLOBAL BRIGADE, ETC TO HELP PEOPLE IN NEED.$48,125$48,125
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD WILLIAMSPresident-$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
7045596569
Signed
2025-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Lumsden & Mccormick Llp
Address
369 FRANKLIN STREET, BUFFALO, NY 14202
Preparer
Jonathan L Roller CPA
Phone
7168563300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 11,933. Returns and allowances: 0. Less cost of goods sold: 0. Gross profit: 11,933.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: bible leadership training. Grantee name: maxwell leadership foundation. Grantee address: 2050 sugarloaf circle duluth, ga 30097. Grantee relationship: none. Property description: charitable support. Amount given: 10,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: other organization less than 5000. Grantee name: other organization less than 5000. Grantee relationship: none. Amount given: 17,361.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: faith based partnerships. Grantee name: living water. Grantee address: 10130 mallard creek road, suite 300 charlotte, nc 28262. Grantee relationship: none. Property description: charitable support. Amount given: 13,764.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: nonprofit leader support. Grantee name: alexis schwartz. Grantee address: 4104 carmel forest dr charlotte, nc 28226. Grantee relationship: none. Property description: charitable support. Amount given: 7,000. Total included on form 990-ez, line 10: 48,125.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other assets. Beg. Of year amount: 0. End of year amount: 208.

Raw XML Appendix163 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/BooksInCareOfDetail/PersonNm0RICHARD WILLIAMS
IRS990EZ/BooksInCareOfDetail/PhoneNum07045596569
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0385 NORTH FRENCH ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AMHERST
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IRS990EZ/GrossSalesOfInventoryAmt011933
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRACY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0208
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE GRANTS TO NEEDY CHARITABLE ENDEAVORS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS TO JOHN MAXWELL LEADERSHIP, LIVING WATER, ALEXIS SCHWARTZ, ALL THINGS POSSIBLE, LEAST OF THESE, HEARTS WITH HAITI, GLOBAL BRIGADE, ETC TO HELP PEOPLE IN NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt048125
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt048125
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt052071
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014928
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0103756
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt055116
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt070747
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0296618
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0319036
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 11,933. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 0. GROSS PROFIT: 11,933.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: BIBLE LEADERSHIP TRAINING. GRANTEE NAME: MAXWELL LEADERSHIP FOUNDATION. GRANTEE ADDRESS: 2050 SUGARLOAF CIRCLE DULUTH, GA 30097. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CHARITABLE SUPPORT. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: OTHER ORGANIZATION LESS THAN 5000. GRANTEE NAME: OTHER ORGANIZATION LESS THAN 5000. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 17,361.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: FAITH BASED PARTNERSHIPS. GRANTEE NAME: LIVING WATER. GRANTEE ADDRESS: 10130 MALLARD CREEK ROAD, SUITE 300 CHARLOTTE, NC 28262. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CHARITABLE SUPPORT. AMOUNT GIVEN: 13,764.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: NONPROFIT LEADER SUPPORT. GRANTEE NAME: ALEXIS SCHWARTZ. GRANTEE ADDRESS: 4104 CARMEL FOREST DR CHARLOTTE, NC 28226. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CHARITABLE SUPPORT. AMOUNT GIVEN: 7,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 48,125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: OTHER ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 208.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID M HILLERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07045596569
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LINEAGE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LINE
ReturnHeader/Filer/EIN0814250825
ReturnHeader/Filer/PhoneNum07166313345
ReturnHeader/Filer/USAddress/AddressLine1Txt01629 CROSS BEAM DR
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028217
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0160765486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUMSDEN & MCCORMICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0369 FRANKLIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BUFFALO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014202
ReturnHeader/PreparerPersonGrp/PhoneNum07168563300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN L ROLLER CPA
ReturnHeader/ReturnTs02025-11-06T07:55:56-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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