Civic Intelligence

Mitscherlich Foundation

990PF • Fiscal year 2023 • EIN 84-6848263

Jan 01, 2023 to Dec 31, 2023 • Filed on Jan 18, 2025

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

84th percentile

0.00x

Higher debt load relative to assets than 84% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

83rd percentile

0.00x

Higher debt load relative to revenue than 83% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Net Margin

84th percentile

78%

Higher net margin than 84% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Asset Growth

1st percentile

-48%

Faster asset growth than 1% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

74%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$1,901,840

Down $1,724,909 (-48%) from 2022

Net Assets

Down

$1,901,348

Down $1,715,824 (-47%) from 2022

Liabilities

Down

$492

Down $9,085 (-95%) from 2022

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin84th percentile

Revenue

Up

$2,028,473

Up $865,291 (+74%) from 2022

Expenses

Up

$442,223

Up $237,629 (+116%) from 2022

Net Income

Up

$1,586,250

Up $627,662 (+65%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth1st 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

2023

Assets$1,901,840
Liabilities$492
Net Assets$1,901,348
Open 2023 Filing

Operations Trend

Revenue Growth74th 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

2023

Revenue$2,028,473
Expenses$442,223
Net Income$1,586,250
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jan 18, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER MITSCHERLICHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Mitscherlich Foundation
EIN
84-6848263
In Care Of
% CHRISTOPHER MITSCHERLICH
Phone
9198764658
Address
2806 GRESHAM LAKE ROAD, RALEIGH, NC 27615

Signing Officer

Name
Christopher Mitscherlich
Title
Trustee
Phone
9198764658
Signed
2025-01-18
Discuss with paid preparer
Yes

Preparer

Firm
Lindsey Lindsey & Company Llp
Address
5811 GLENWOOD AVENUE - SUITE 200, RALEIGH, NC 27612
Preparer
Steven B Lindsey
Phone
9197878995
Raw XML Appendix252 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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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0ELECTION TO ADOPT THE RECURRING ITEM EXCEPTION TO DETERMINE WHEN ECONOMIC PERFORMANCE OCCURS - IRC SECTION 461(h)(3) ========================================================================== SECTION 461(h)(3) ELECTION THE TAXPAYER HEREBY ELECTS TO ADOPT THE RECURRING ITEM EXCEPTION IN DETERMING WHEN ECONOMIC PERFORMANCE OCCURS PURSUANT TO SECTION 461(h)(3) OF THE INTERNAL REVENUE CODE AND REG. 1.461-5(a). THE ELECTION IS TO APPLY TO THE FOLLOWING ITEMS FOR THE CURRENT YEAR ENDED AND ALL SUBSEQUENT TAX YEARS. ITEM: 1. ALL TAXES INCLUDING STATE AND LOCAL TAXES, PROPERTY TAXES, SALES TAXES, ETC. 2. INSURANCE CONTRACTS 3. SERVICE AND WARRANTY CONTRACTS 4. AWARDS, PRIZES, REBATES AND REFUNDS 5. ANY AND ALL OTHER ITEMS QUALIFYING FOR THE RECURRING ITEM EXCEPTION.
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ReturnHeader/Filer/InCareOfNm0% CHRISTOPHER MITSCHERLICH
ReturnHeader/Filer/PhoneNum09198764658
ReturnHeader/Filer/USAddress/AddressLine1Txt02806 GRESHAM LAKE ROAD
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027615
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDSEY LINDSEY & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05811 GLENWOOD AVENUE - SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027612
ReturnHeader/PreparerPersonGrp/PhoneNum09197878995
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN B LINDSEY
ReturnHeader/ReturnTs02025-04-13T09:48:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,901,840
Liabilities
$492
Net assets
$1,901,348
Revenue
$2,028,473
Expenses
$442,223
Net income
$1,586,250
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