Civic Intelligence

The Keanhartquist Foundation

EIN 91-1912805 • Charlotte, NC

9210 Bales LaneCharlotte, NC 28227
Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

Higher debt load relative to assets than 88% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

0.02x

Higher debt load relative to revenue than 90% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Net Margin

55th percentile

25%

Higher net margin than 55% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

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.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Asset Growth

53rd percentile

2.6%

Faster asset growth than 53% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-12%

Faster revenue growth than 26% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,511,011

Up $87,592 (+2.6%) from 2023

Liabilities

Up

$5,500

Up $5,499 (+549900%) from 2023

Net Assets

$3,505,511

No earlier filing loaded for comparison.

Revenue

Down

$326,770

Down $46,406 (-12%) from 2023

Expenses

Down

$244,653

Down $238,580 (-49%) from 2023

Net Income

Up

$82,117

Up $192,174 (+175%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,616,562Liabilities 2011: $12011Assets 2012: $6,246,865Liabilities 2012: $0Net Assets 2012: $6,246,8652012Assets 2013: $5,984,586Liabilities 2013: $0Net Assets 2013: $5,984,5862013Assets 2014: $5,696,130Liabilities 2014: $12014Assets 2015: $5,707,008Liabilities 2015: $0Net Assets 2015: $5,707,0082015Assets 2017: $4,974,343Liabilities 2017: $0Net Assets 2017: $4,974,3432017Assets 2018: $4,865,801Liabilities 2018: $0Net Assets 2018: $4,865,8012018Assets 2019: $4,431,578Liabilities 2019: $0Net Assets 2019: $4,431,5782019Assets 2020: $3,900,711Liabilities 2020: $12020Assets 2021: $3,615,006Liabilities 2021: $0Net Assets 2021: $3,615,0062021Assets 2022: $3,534,585Liabilities 2022: $0Net Assets 2022: $3,534,5852022Assets 2023: $3,423,419Liabilities 2023: $12023Assets 2024: $3,511,011Liabilities 2024: $5,500Net Assets 2024: $3,505,5112024

Highlighted filing

2024

Assets$3,511,011
Liabilities$5,500
Net Assets$3,505,511

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $378,627Expenses 2011: $671,427Net Income 2011: -$292,8002011Expenses 2012: $634,2972012Revenue 2013: $538,504Expenses 2013: $796,910Net Income 2013: -$258,4062013Revenue 2014: $540,807Expenses 2014: $826,864Net Income 2014: -$286,0572014Revenue 2015: $636,025Expenses 2015: $624,383Net Income 2015: $11,6422015Revenue 2017: $566,609Expenses 2017: $790,243Net Income 2017: -$223,6342017Revenue 2018: $581,736Expenses 2018: $690,278Net Income 2018: -$108,5422018Revenue 2019: $209,841Expenses 2019: $644,064Net Income 2019: -$434,2232019Revenue 2020: $209,712Expenses 2020: $740,579Net Income 2020: -$530,8672020Revenue 2021: $278,148Expenses 2021: $563,853Net Income 2021: -$285,7052021Revenue 2022: $359,518Expenses 2022: $439,939Net Income 2022: -$80,4212022Revenue 2023: $373,176Expenses 2023: $483,233Net Income 2023: -$110,0572023Revenue 2024: $326,770Expenses 2024: $244,653Net Income 2024: $82,1172024

Highlighted filing

2024

Revenue$326,770
Expenses$244,653
Net Income$82,117

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann Kean-TeedSecretary-$0--
Teresa KeanPresident-$0--
Filing and Contact Details

Filer

Filer Name
The KeanHartquist Foundation
EIN
91-1912805
Phone
9804747052
Address
9210 Bales Lane, Charlotte, NC 28227

Signing Officer

Name
Ann Kean-Teed
Title
President
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Miller Mcneish & Breedlove Pllc
Address
309 S LAUREL AVE, CHARLOTTE, NC 28207
Preparer
Lauren S Nichols
Phone
7043768415
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09210 Bales Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14400 Turnberry Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Charlotte
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09210 Bales Lane
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Ann Kean-Teed
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt420000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt530000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Renovations/Pandemic Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Building Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Belmont Abbey College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Hillsdale College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2YMCA of Stanly County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Wingate University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4St Luke Catholic Church of Mint Hill
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Ronald McDonald House of Chapel Hill
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 Belmont Mt Holly Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt133 E College Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2427 N First Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 159
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt413700 Lawyers Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5506 Alexander Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Belmont
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Hillsdale
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Albemarle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Wingate
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Mint Hill
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Durham
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0205000
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt076658
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0193596
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0125909
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0222426
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0434220
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0310561
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt076658
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0233903
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0976151
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0193596
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0125909
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0222426
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0434220
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0205000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01210054
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01286712
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt025
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Prior Period Adjustment
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt028878
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt028878
TaxesSchedule/TaxesDetail/Amt0268
TaxesSchedule/TaxesDetail/Amt15007
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Income Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0268
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt15007
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ann Kean-Teed
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10

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