Civic Intelligence

Lionheart Charities Inc

EIN 86-3180268 • 501(c)3 • Charlotte, NC

Profile

Our mission is to focus on serving those in need in our local communities, domestically.

2108 Crown View DriveCharlotte, NC 28227

lionheartcharities.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

53rd percentile

12%

Higher net margin than 53% of similar nonprofits.

NTEE T12 • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

NTEE T12 • <$500k nonprofits • Source year 2024

Asset Growth

97th percentile

608%

Faster asset growth than 97% of similar nonprofits.

NTEE T12 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

125%

Faster revenue growth than 88% of similar nonprofits.

NTEE T12 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$28,567

Up $24,530 (+608%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$28,567

Up $24,530 (+608%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin53rd percentile

Revenue

Up

$199,193

Up $110,631 (+125%) from 2023

Expenses

Up

$174,662

Up $78,221 (+81%) from 2023

Net Income

Up

$24,531

Up $32,410 (+411%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2021: $2,380Net Assets 2021: $2,3802021Assets 2022: $11,916Net Assets 2022: $11,9162022Assets 2023: $4,037Net Assets 2023: $4,0372023Assets 2024: $28,567Net Assets 2024: $28,5672024

Highlighted filing

2024

Assets$28,567
Liabilities-
Net Assets$28,567
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2021: $52,948Expenses 2021: $50,568Net Income 2021: $2,3802021Revenue 2022: $122,900Expenses 2022: $113,364Net Income 2022: $9,5362022Revenue 2023: $88,562Expenses 2023: $96,441Net Income 2023: -$7,8792023Revenue 2024: $199,193Expenses 2024: $174,662Net Income 2024: $24,5312024

Highlighted filing

2024

Revenue$199,193
Expenses$174,662
Net Income$24,531
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$28,567
Liabilities
-
Net assets
$28,567
Revenue
$199,193
Expenses
$174,662
Net income
$24,531
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.29$0.29$1.99$1.75$0.25
2023Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.89$0.96$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.12$0.12$1.23$1.13$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.53$0.51$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.0
Gross Receipts
$199,193
Mission and Program Overview

Mission

Our mission is to focus on serving those in need in our local communities, domestically.

Program Services

DescriptionGrantsExpenses
SERVING THOSE IN NEED IN LOCAL COMMUNITIES INCLUDING; FIRST RESPONDERS, CHILDREN AND SCHOOLS, HEALTHCARE INITIATIVES, VETERANS AND EMERGENCY SITUATIONS.-$172,481
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEAN FARRELLManaging Director-$0--
ABI HENRICKSDirector-$0--
DUSTIE ELYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lionheart Charities Inc
EIN
86-3180268
Phone
7045784429
Address
2108 CROWN VIEW DRIVE, CHARLOTTE, NC 28227

Signing Officer

Name
Sean Farrell
Title
Managing Director
Phone
7045784202
Signed
2025-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Bgw CPA Pllc
Address
500 S TURNER AVE STE 100, CHARLOTTE, NC 28208-4259
Preparer
Matthew S Pugh
Phone
7045520553
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office supplies & software 127 travel 191 meals 263 company events 536 bank charges 143 contributions 170,184 total 171,444”

Form 990-ez, Part II, Line 24

“Accounts receivable 71 219 total 71 219”

Form 990-ez, Part III

“Our mission is to focus on serving those in need in our local communities, domestically.”

Raw XML Appendix127 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SEAN FARRELL
IRS990EZ/BooksInCareOfDetail/PhoneNum07045784429
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02108 CROWN VIEW DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028227
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03965
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028348
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0199193
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt024531
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01457
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04036
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028567
IRS990EZ/GrossReceiptsAmt0199193
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04036
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028567
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04036
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028567
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SEAN FARRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ABI HENRICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DUSTIE ELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MANAGING DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt071
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0219
IRS990EZ/OtherExpensesTotalAmt0171444
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO FOCUS ON SERVING THOSE IN NEED IN OUR LOCAL COMMUNITIES, DOMESTICALLY.
IRS990EZ/PrintingPublicationsPostageAmt01761
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SERVING THOSE IN NEED IN LOCAL COMMUNITIES INCLUDING; FIRST RESPONDERS, CHILDREN AND SCHOOLS, HEALTHCARE INITIATIVES, VETERANS AND EMERGENCY SITUATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0172481
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0174662
IRS990EZ/TotalProgramServiceExpensesAmt0172481
IRS990EZ/TotalRevenueAmt0199193
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0LIONHEARTCHARITIES.COM
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0199193
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt088562
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0122900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt052948
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0463603
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0463603
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0199193
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt088562
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0122900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt052948
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0463603
IRS990ScheduleA/TotalSupportAmt0463603
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/ExplanationTxt0EXPENSES OFFICE SUPPLIES & SOFTWARE 127 TRAVEL 191 MEALS 263 COMPANY EVENTS 536 BANK CHARGES 143 CONTRIBUTIONS 170,184 TOTAL 171,444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 71 219 TOTAL 71 219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUR MISSION IS TO FOCUS ON SERVING THOSE IN NEED IN OUR LOCAL COMMUNITIES, DOMESTICALLY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SEAN FARRELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07045784202
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIONHEART CHARITIES INC
ReturnHeader/Filer/BusinessNameControlTxt0LION
ReturnHeader/Filer/EIN0863180268
ReturnHeader/Filer/PhoneNum07045784429
ReturnHeader/Filer/USAddress/AddressLine1Txt02108 CROWN VIEW DRIVE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028227
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461302809
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BGW CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 S TURNER AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282084259
ReturnHeader/PreparerPersonGrp/PhoneNum07045520553
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW S PUGH
ReturnHeader/ReturnTs02025-11-18T18:01:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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