Civic Intelligence

Mitscherlich Foundation

990PF • Fiscal year 2021 • EIN 84-6848263

Jan 01, 2021 to Dec 31, 2021 • Filed on Dec 14, 2022

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

78th percentile

0.00x

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

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.00x

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

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Net Margin

94th percentile

97%

Higher net margin than 94% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Asset Growth

92nd percentile

75%

Faster asset growth than 92% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

49th percentile

45%

Faster revenue growth than 49% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$3,692,305

Up $1,578,321 (+75%) from 2020

Net Assets

Up

$3,692,305

Up $1,578,321 (+75%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$1,622,561

Up $500,253 (+45%) from 2020

Expenses

Down

$43,429

Down $57,939 (-57%) from 2020

Net Income

Up

$1,579,132

Up $558,192 (+55%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$3,692,305
Liabilities$0
Net Assets$3,692,305

Operations Trend

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

2021

Revenue$1,622,561
Expenses$43,429
Net Income$1,579,132
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Dec 14, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher MitscherlichTrusteePT$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
Phone
9198764658
Signed
2022-12-14
Discuss with paid preparer
Yes

Preparer

Firm
Tax Planning Consultants LLC
Address
1425 Pioneer Dr Suite 127, Irving, TX 75061
Preparer
Glenn T Gillen
Phone
4695864993
Raw XML Appendix192 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
IRS990PF/AmendedReturnInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt037533
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt037533
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01622561
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01579132
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03714
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt037533
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt043429
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01622561
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05896
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02182
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01579132
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03692305
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02113173
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03692305
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0181827
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0181827
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0181827
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0181827
IRS990PF/FMVAssetsEOYAmt03692305
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02113173
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0811
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0811
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt03691494
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt03691494
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt03691494
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02113173
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03692305
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02113173
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03692305
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03692305
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02113173
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03692305
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02113173
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03692305
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03691922
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0428
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt055379
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03691494
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0181827
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03636543
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03691922
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Christopher Mitscherlich
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt037533
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt037533
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Christopher Mitscherlich
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt037533
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Kids in Nature
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/TotalGrantOrContriPdDurYrAmt037533
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/AppliedToCurrentYearAmt037533
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0181827
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06455
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06455
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06455
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037533
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06455
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0137839
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/TotalContributionsAmt01622561
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Admin Help
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Business Meals
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Other Admin Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0177
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11580
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21222
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3735
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt03691494
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0Mitscherlich
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt02657773
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00000000000.000000000000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt03691494
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Mitscherlich Family Tr
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02806 Gresham Lake Rd
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Raleigh
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd027615
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER MITSCHERLICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09198764658
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-14
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/PreparerFirmEIN0204242974
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/PreparationDt02022-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Glenn T Gillen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-12-14T02:16:28-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTOPHER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MITSCHERLICH
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings