Civic Intelligence

Mitscherlich Foundation

990PF • Fiscal year 2020 • EIN 84-6848263

Jan 01, 2020 to Dec 31, 2020 • Filed on Dec 19, 2022

Organization Profile
2806 Gresham Lake RoadRaleigh, NC 27615

(919) 876-4658

Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

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

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

0.00x

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

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Net Margin

90th percentile

91%

Higher net margin than 90% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Asset Growth

93rd percentile

93%

Faster asset growth than 93% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

2.7%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$2,113,984

Up $1,020,940 (+93%) from 2019

Net Assets

Up

$2,113,984

Up $1,020,940 (+93%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin90th percentile

Revenue

Up

$1,122,308

Up $29,264 (+2.7%) from 2019

Expenses

Up

$101,368

Up $101,368 from 2019

Net Income

Down

$1,020,940

Down $72,104 (-6.6%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $1,093,044Liabilities 2019: $0Net Assets 2019: $1,093,0442019Assets 2020: $2,113,984Liabilities 2020: $0Net Assets 2020: $2,113,9842020Assets 2021: $3,692,305Liabilities 2021: $0Net Assets 2021: $3,692,3052021Assets 2022: $3,626,749Liabilities 2022: $9,577Net Assets 2022: $3,617,1722022Assets 2023: $1,901,840Liabilities 2023: $492Net Assets 2023: $1,901,3482023Assets 2024: $1,881,762Liabilities 2024: $109Net Assets 2024: $1,881,6532024

Highlighted filing

2020

Assets$2,113,984
Liabilities$0
Net Assets$2,113,984
Open 2020 Filing

Operations Trend

Revenue Growth57th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $1,093,044Expenses 2019: $0Net Income 2019: $1,093,0442019Revenue 2020: $1,122,308Expenses 2020: $101,368Net Income 2020: $1,020,9402020Revenue 2021: $1,622,561Expenses 2021: $43,429Net Income 2021: $1,579,1322021Revenue 2022: $1,163,182Expenses 2022: $204,594Net Income 2022: $958,5882022Revenue 2023: $2,028,473Expenses 2023: $442,223Net Income 2023: $1,586,2502023Revenue 2024: $58,068Expenses 2024: $77,763Net Income 2024: -$19,6952024

Highlighted filing

2020

Revenue$1,122,308
Expenses$101,368
Net Income$1,020,940
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 19, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris MitscherlichTteePT$0--
Filing and Contact Details

Filer

Filer Name
Mitscherlich Foundation
EIN
84-6848263
Phone
9198764658
Address
2806 GRESHAM LAKE ROAD, RALEIGH, NC 27615

Signing Officer

Name
Christopher Mitscherlich
Title
Trustee
Signed
2022-12-19
Discuss with paid preparer
No

Preparer

Firm
Tax Planning Consultants LLC
Address
1425 Pioneer Dr Suite 127, Irving, TX 75061
Preparer
Sulaman A Hemani EA
Phone
4695864993
Raw XML Appendix170 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
AccountingFeesSchedule/AccountingFeesDetail/Amt042856
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax prep work accounting maintenance
IRS990PF/AmendedReturnInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt042856
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt058512
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt058512
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01122308
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01020940
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt058512
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0101368
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01122308
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt042856
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01020940
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02113984
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01093044
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02113984
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt052057
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt052057
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt052057
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt052057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt02113984
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01093044
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02113984
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02113984
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01093044
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02113984
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01093044
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02113984
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02113984
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01093044
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02113984
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01093044
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02113984
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01056992
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01056992
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015855
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt052057
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01041137
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01056992
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Chris Mitscherlich
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02806 Gresham Lake Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Raleigh
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027615
IRS990PF/Organization501c3ExemptPFInd0X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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt058512
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0KIDS IN NATURE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02806 GRESHAM LAKE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027615
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt058512
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt052057
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052057
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06455
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06455
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt058512
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06455
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06455
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Mitscherlich
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02806 Gresham Lake Rd
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Raleigh
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd027615
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01122308
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Christopher Mitscherlich
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MITSCHERLICH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MITS
ReturnHeader/Filer/EIN0846848263
ReturnHeader/Filer/PhoneNum09198764658
ReturnHeader/Filer/USAddress/AddressLine1Txt02806 GRESHAM LAKE ROAD
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Planning Consultants LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01425 Pioneer Dr Suite 127
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irving
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075061
ReturnHeader/PreparerPersonGrp/PhoneNum04695864993
ReturnHeader/PreparerPersonGrp/PreparationDt02022-12-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sulaman A Hemani EA
ReturnHeader/ReturnTs02022-12-19T04:12:54-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Christopher
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Mitscherlich
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,113,984
Liabilities
$0
Net assets
$2,113,984
Revenue
$1,122,308
Expenses
$101,368
Net income
$1,020,940
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.06$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$2.03$0.44$1.59
2022Detailed filing. Detailed filing data is available for this year.$3.63$0.01$3.62$1.16$0.20$0.96
2021Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$1.62$0.04$1.58
2020Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$1.12$0.10$1.02
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$1.09$0.00$1.09