Civic Intelligence

Ethos Philanthropies Foundation

EIN 88-4161485 • Charlotte, NC

Pub. 78 EligibleNTEE T20
220 Hempstead PlaceCharlotte, NC 28207-1922
Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

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

NTEE T20 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.00x

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

NTEE T20 • $5M-$10M nonprofits • Source year 2024

Net Margin

34th percentile

-9.0%

Higher net margin than 34% of similar nonprofits.

NTEE T20 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

NTEE T20 • $5M-$10M nonprofits • Source year 2024

Asset Growth

34th percentile

-0.7%

Faster asset growth than 34% of similar nonprofits.

NTEE T20 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-83%

Faster revenue growth than 9% of similar nonprofits.

NTEE T20 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$5,150,146

Down $37,776 (-0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$5,150,146

Down $37,776 (-0.7%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin34th percentile

Revenue

Down

$419,868

Down $2,113,944 (-83%) from 2023

Expenses

Up

$457,644

Up $350,707 (+328%) from 2023

Net Income

Down

-$37,776

Down $2,464,651 (-102%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$6.0M$4.0M$2.0M$0Assets 2022: $2,761,047Liabilities 2022: $0Net Assets 2022: $2,761,0472022Assets 2023: $5,187,922Liabilities 2023: $0Net Assets 2023: $5,187,9222023Assets 2024: $5,150,146Liabilities 2024: $0Net Assets 2024: $5,150,1462024

Highlighted filing

2024

Assets$5,150,146
Liabilities$0
Net Assets$5,150,146
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2022: $4,430,013Expenses 2022: $0Net Income 2022: $4,430,0132022Revenue 2023: $2,533,812Expenses 2023: $106,937Net Income 2023: $2,426,8752023Revenue 2024: $419,868Expenses 2024: $457,644Net Income 2024: -$37,7762024

Highlighted filing

2024

Revenue$419,868
Expenses$457,644
Net Income-$37,776
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$5,150,146
Liabilities
$0
Net assets
$5,150,146
Revenue
$419,868
Expenses
$457,644
Net income
-$37,776
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.42$0.46$0.04
2023Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$2.53$0.11$2.43
2022Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$4.43$0.00$4.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISE O HAINPresident-$0--
Filing and Contact Details

Filer

Filer Name
Ethos Philanthropies Foundation
EIN
88-4161485
Phone
7045335091
Address
220 HEMPSTEAD PLACE, CHARLOTTE, NC 28207-1922

Signing Officer

Name
Lise Hain
Title
President
Phone
7045335091
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Ridgemont Partners Management LLC
Address
101 S TRYON STREET SUITE 3400, CHARLOTTE, NC 28280
Preparer
Scott Millikan
Phone
7049440914
Raw XML Appendix285 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0159
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt16629
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt055951
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17432
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt213247
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt320130
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0LISE HAIN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0220 HEMPSTEAD PL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CHARLOTTE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd028207
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISE HAIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07045335091
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ETHOS PHILANTHROPIES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ETHO
ReturnHeader/Filer/EIN0884161485
ReturnHeader/Filer/PhoneNum07045335091
ReturnHeader/Filer/USAddress/AddressLine1Txt0220 HEMPSTEAD PLACE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0282071922
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272566095
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RIDGEMONT PARTNERS MANAGEMENT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 S TRYON STREET SUITE 3400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028280
ReturnHeader/PreparerPersonGrp/PhoneNum07049440914
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT MILLIKAN
ReturnHeader/ReturnTs02025-11-17T13:45:47-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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