Civic Intelligence

Cherry Bekaert Foundation

990 • Fiscal year 2023 • EIN 92-1413859

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 26, 2024

Organization ProfileWWW.CBH.COM/ABOUT/CHERRY-BEKAERT-FOUNDATION
3800 Glenwood Ave Ste 200Raleigh, NC 27612

(703) 584-0224

Siviq Scores

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

Liabilities / Assets

66th percentile

0.03x

Higher debt load relative to assets than 66% of similar nonprofits.

2023 filings • NTEE T30 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.03x

Higher debt load relative to revenue than 63% of similar nonprofits.

2023 filings • NTEE T30 • $1M-$5M nonprofits • Source year 2023

Net Margin

96th percentile

95%

Higher net margin than 96% of similar nonprofits.

2023 filings • NTEE T30 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2023 filings • NTEE T30 • $1M-$5M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets66th percentile

Assets

$1,126,314

No earlier filing loaded for comparison.

Net Assets

$1,093,280

No earlier filing loaded for comparison.

Liabilities

$33,034

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin96th percentile

Revenue

$1,143,971

No earlier filing loaded for comparison.

Expenses

$55,691

No earlier filing loaded for comparison.

Net Income

$1,088,280

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.

$1.5M$1.0M$500K$0Assets 2023: $1,126,314Liabilities 2023: $33,034Net Assets 2023: $1,093,2802023Assets 2024: $884,109Liabilities 2024: $3,060Net Assets 2024: $881,0492024

Highlighted filing

2023

Assets$1,126,314
Liabilities$33,034
Net Assets$1,093,280
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2023: $1,143,971Expenses 2023: $55,691Net Income 2023: $1,088,2802023Revenue 2024: $174,149Expenses 2024: $386,329Net Income 2024: -$212,1802024

Highlighted filing

2023

Revenue$1,143,971
Expenses$55,691
Net Income$1,088,280
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 26, 2024
Return Version
2023v5.0
Gross Receipts
$1,160,605
Mission and Program Overview

Mission

Cherry bekaert foundation is committed to carrying out our value of making a difference in our communities. We are focused on impacting where we live and work through volunteerism and financial support of national and local organizations. Our dedication to strengthening our communities and building for a better tomorrow is at the heart of what we do.

Support and collaborate with organizations that align with cherry bekaert's shared values.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$560,522-
Pledges and Grants Receivable-$361,535-
Cash and Non-Interest-Bearing Accounts$5,000$204,257▲ $199,257
Total Assets$5,000$1,126,314▲ $1,121,314
Liabilities
Accounts Payable and Accrued Expenses-$33,034-
Total Liabilities$0$33,034▲ $33,034
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,000$1,093,280▲ $1,088,280
Total Net Assets Fund Balance$5,000$1,093,280▲ $1,088,280
Total Liabilities and Net Assets / Fund Balance$5,000$1,126,314▲ $1,121,314
Compensation and Service Providers
Top Officer Pay68th percentile

Board Members and Trustees

NameTitle
Susan MoserPresident
Cynthia DanielDirector
Jackie ConnorDirector
Brad KnudsenDirector (thru 10/2023)
Luis GallardoSecretary
Matthew SochaTreasurer
Amanda AdamsTreasurer (thru 7/2023)
Revenue and Support

Revenue Composition

Contributions and Grants
$1,134,338
Program Service Revenue
$0
Investment Income
$2,195
Other Revenue
$7,438
All Other Contributions
$1,134,338
Change in Net Assets
$1,088,280
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$48,400
Other Expenses$7,291
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$48,400--$48,400
All Other Expenses$3,500--$3,500
Insurance-$1,660-$1,660
Office Expenses-$1,230-$1,230
Other Expenses$86$815-$86
Total Functional Expenses$51,986$3,705$0$55,691
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Boys & Girls Clubs of Greater Augusta IncAugusta, GA501(c)(3)SUPPORT THE ORGANIZATION'S MISSION$5,700
John H Boner Community Center IncIndianapolis, IN501(c)(3)SUPPORT THE ORGANIZATION'S MISSION$5,700
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$24,072
Gaming Direct Expenses$16,634
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The corporation is authorized to have one or more members with such designations, qualifications, and rights as set forth in the bylaws of the corporation. The initial member of the corporation is cherry bekaert advisory llc.”

Form 990, Part VI, Section A, Line 7A

“The members of the corporation have only the following specifically enumerated powers : (a) to elect the members of the board of directors; and (b) to remove any member of the board of directors, with or without cause.”

Form 990, Part VI, Section B, Line 11B

“The treasurer of the organization is responsible for reviewing the foundation's tax return in detail. A final copy is presented to the full board for final review and approval before submission to the irs.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Cherry Bekaert Foundation
EIN
92-1413859
Phone
7035840224
Address
3800 GLENWOOD AVE STE 200, RALEIGH, NC 27612

Signing Officer

Name
Matthew Socha
Title
Treasurer
Phone
7049402680
Signed
2024-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Moser
Formed
2022
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
7

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
3800 GLENWOOD AVE SUITE 200, RALEIGH, NC 27612
Preparer
Amy Dosik
Phone
9197821040
Raw XML Appendix380 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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT THE ORGANIZATION'S MISSION
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION SELECTS GRANT RECIPIENTS WHO ARE WELL ESTABLISHED IN THEIR COMMUNITY FOR SUPPORT OF EXISTING PROGRAMS. THE FOUNDATION DOES NOT HAVE AN APPLICATION FORM OR ACCEPT UNSOLICITED REQUESTS FOR FUNDS. THE FOUNDATION HAS A GRANT-MAKING COMMITTEE WHICH DETERMINES THE CAUSES AND ORGANIZATIONS TO SUPPORT EACH YEAR WITHIN THE ESTABLISHED BUDGET. FOR GRANTS IN EXCESS OF $10,000, THE FOUNDATION REQUIRES A REPORT FROM THE GRANTEE DESCRIBING HOW THE FUNDS WERE USED. THE FOUNDATION MAINTAINS THE FOLLOWING RECORDS - THE MINUTES OF THE MEETINGS IN WHICH GRANT RECIPIENTS ARE DETERMINED, THE LETTER ACCOMPANYING THE GRANT FUNDS IDENTIFYING THE PURPOSE OF THE GRANT, A COPY OF THE GRANTEE'S FORM 990 AND/OR FINANCIAL STATEMENTS IF RECEIVED, ACKNOWLEDGEMENT OF RECEIPT OF THE GRANT, AND FOLLOW-UP REPORTS, IF ANY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION IS AUTHORIZED TO HAVE ONE OR MORE MEMBERS WITH SUCH DESIGNATIONS, QUALIFICATIONS, AND RIGHTS AS SET FORTH IN THE BYLAWS OF THE CORPORATION. THE INITIAL MEMBER OF THE CORPORATION IS CHERRY BEKAERT ADVISORY LLC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE CORPORATION HAVE ONLY THE FOLLOWING SPECIFICALLY ENUMERATED POWERS : (A) TO ELECT THE MEMBERS OF THE BOARD OF DIRECTORS; AND (B) TO REMOVE ANY MEMBER OF THE BOARD OF DIRECTORS, WITH OR WITHOUT CAUSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TREASURER OF THE ORGANIZATION IS RESPONSIBLE FOR REVIEWING THE FOUNDATION'S TAX RETURN IN DETAIL. A FINAL COPY IS PRESENTED TO THE FULL BOARD FOR FINAL REVIEW AND APPROVAL BEFORE SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05000
IRS990/TotalAssetsEOYAmt01126314
IRS990/TotalAssetsGrp/BOYAmt05000
IRS990/TotalAssetsGrp/EOYAmt01126314
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01134338
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03705
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt051986
IRS990/TotalFunctionalExpensesGrp/TotalAmt055691
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt033034
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt033034
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05000
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01093280
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt051986
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt09633
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01143971
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05000
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01126314
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01850 TOWERS CRESCENT PLAZA STE 200
IRS990/USAddress/CityNm0TYSONS CORNER
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022182
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.CBH.COM/ABOUT/CHERRY-BEKAERT-FOUNDATION/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW SOCHA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07049402680
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHERRY BEKAERT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHER
ReturnHeader/Filer/EIN0921413859
ReturnHeader/Filer/PhoneNum07035840224
ReturnHeader/Filer/USAddress/AddressLine1Txt03800 GLENWOOD AVE STE 200
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027612
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882730877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03800 GLENWOOD AVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027612
ReturnHeader/PreparerPersonGrp/PhoneNum09197821040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY DOSIK
ReturnHeader/ReturnTs02024-04-29T09:05:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MATTHEW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SOCHA
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

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

Open filing
Assets
$1,126,314
Liabilities
$33,034
Net assets
$1,093,280
Revenue
$1,143,971
Expenses
$55,691
Net income
$1,088,280
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.17$0.39$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.03$1.09$1.14$0.06$1.09