Civic Intelligence

Neo Foundation Inc.

990EZ • Fiscal year 2024 • EIN 85-3675929

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 13, 2025

Organization ProfileGrace Mar
715 E 5th StreetCharlotte, NC 28202

(704) 231-3191

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • NTEE B90 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • NTEE B90 • <$500k nonprofits • Source year 2024

Net Margin

50th percentile

5.5%

Higher net margin than 50% of similar nonprofits.

2024 filings • NTEE B90 • <$500k nonprofits • Source year 2024

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2024 filings • NTEE B90 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

$8,903

No earlier filing loaded for comparison.

Net Assets

$8,903

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin50th percentile

Revenue

$161,386

No earlier filing loaded for comparison.

Expenses

$152,483

No earlier filing loaded for comparison.

Net Income

$8,903

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10K$5.0K$0Assets 2024: $8,903Liabilities 2024: $0Net Assets 2024: $8,9032024

Highlighted filing

2024

Assets$8,903
Liabilities$0
Net Assets$8,903
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0Revenue 2024: $161,386Expenses 2024: $152,483Net Income 2024: $8,9032024

Highlighted filing

2024

Revenue$161,386
Expenses$152,483
Net Income$8,903
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.0
Gross Receipts
$161,386
Mission and Program Overview

Mission

To provide thought leadership and leadership training for nonprofit organization

Program Services

DescriptionGrantsExpenses
Served 40 nonprofit and small business organization helping those organizations to earn over $3,000,000 in new grants and or contracts$161,386$152,483
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kenneth D SmithPresidentFT$0--
Filing and Contact Details

Filer

Filer Name
Neo Foundation Inc
EIN
85-3675929
Phone
7042313191
Address
715 E 5th Street, Charlotte, NC 28202

Signing Officer

Name
Kenneth Smith
Title
Founder
Phone
7042313191
Signed
2025-11-13
Raw XML Appendix135 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Kenneth D Smith
IRS990EZ/BooksInCareOfDetail/PhoneNum07042313191
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0715 E 5th Street
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0Suite 214
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08903
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0161386
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt08903
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04207
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08903
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt089855
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0161386
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08903
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08903
IRS990EZ/OccupancyRentUtltsAndMaintAmt02060
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt045
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kenneth D Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide thought leadership and leadership training for nonprofit organization
IRS990EZ/PrintingPublicationsPostageAmt01365
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Served 40 nonprofit and small business organization helping those organizations to earn over $3,000,000 in new grants and or contracts
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0161386
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0152483
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt054996
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0152483
IRS990EZ/TotalProgramServiceExpensesAmt0152483
IRS990EZ/TotalRevenueAmt0161386
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The NEO Foundation operates exclusively for charitable and educational purposes and is organized to serve individuals, families, and communities facing economic, educational, and social disadvantages. During the tax years included in the public-support computation period, the organization carried out programs focused on nonprofit and small-business development. These activities were delivered through community-based partnerships, training events, direct services, and capacity-building initiatives. The NEO Foundation received the majority of its support from a broad base of public sources, including individual donors, small contributions from community members, and grants from local and state agencies. No single contributor exceeded the allowable public-support limits. All revenues were used to directly support program activities and mission-aligned operational needs. The organization did not engage in any activities inconsistent with its exempt purpose, nor did it allocate funds for the benefit of private individuals or organizations outside the scope of its charitable mission. Based on the nature of its programs, its diversified funding sources, and its ongoing commitment to serving the general public, The NEO Foundation meets the requirements to be classified as a publicly supported organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part I, Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0161386
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0161386
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0161386
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0161386
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0161386
IRS990ScheduleA/TotalSupportAmt0161386
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
ReasonableCauseExplanation/ExplanationTxt0This filing is not late, we filed for an extension and our filing is due 11/15/2025
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kenneth Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Founder
ReturnHeader/BusinessOfficerGrp/PhoneNum07042313191
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEO FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0NEOF
ReturnHeader/Filer/EIN0853675929
ReturnHeader/Filer/PhoneNum07042313191
ReturnHeader/Filer/USAddress/AddressLine1Txt0715 E 5th Street
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-11-13T19:27:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,903
Liabilities
$0
Net assets
$8,903
Revenue
$161,386
Expenses
$152,483
Net income
$8,903
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$1.61$1.52$0.09