Civic Intelligence

Carolina Chocolate Festival

EIN 13-4227542 • 501(c)3 • Swansboro, NC

Profile

To provide funds to local charities

PO Box 243Swansboro, NC 28584
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 T • <$500k nonprofits • Source year 2022

Liabilities / Revenue

81st percentile

0.00x

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

NTEE T • <$500k nonprofits • Source year 2022

Net Margin

77th percentile

43%

Higher net margin than 77% of similar nonprofits.

NTEE T • <$500k nonprofits • Source year 2022

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

NTEE T • <$500k nonprofits • Source year 2022

Asset Growth

99th percentile

1191%

Faster asset growth than 99% of similar nonprofits.

NTEE T • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$13,048

Up $12,037 (+1191%) from 2021

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$13,048

Up $12,037 (+1191%) from 2021

Operations
Liabilities / Revenue81st percentileNet Margin77th percentile

Revenue

Up

$27,914

Up $30,404 (+1221%) from 2021

Expenses

Up

$15,877

Up $12,787 (+414%) from 2021

Net Income

Up

$12,037

Up $17,617 (+316%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

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

$15K$10K$5.0K$0-$5.0K-$10KAssets 2011: $6,918Liabilities 2011: $12,306Net Assets 2011: -$5,4882011Assets 2012: $6,278Liabilities 2012: $8,3062012Assets 2013: $1,570Liabilities 2013: $02013Assets 2014: $4,661Liabilities 2014: $5,1252014Assets 2015: $6,220Liabilities 2015: $3,0642015Assets 2016: $4,066Liabilities 2016: $3,5622016Assets 2017: $9,427Liabilities 2017: $9,6122017Assets 2018: $2,803Liabilities 2018: $10,1222018Assets 2019: $8,981Liabilities 2019: $8,6732019Assets 2020: $6,591Liabilities 2020: $02020Assets 2021: $1,011Net Assets 2021: $1,0112021Assets 2022: $13,048Liabilities 2022: $0Net Assets 2022: $13,0482022

Highlighted filing

2022

Assets$13,048
Liabilities$0
Net Assets$13,048
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2011: $69,666Expenses 2011: $75,806Net Income 2011: -$6,1402011Revenue 2012: $33,673Expenses 2012: $30,213Net Income 2012: $3,4602012Revenue 2013: $31,930Expenses 2013: $28,332Net Income 2013: $3,5982013Revenue 2014: $27,916Expenses 2014: $29,950Net Income 2014: -$2,0342014Revenue 2015: $37,870Expenses 2015: $34,250Net Income 2015: $3,6202015Revenue 2016: $29,207Expenses 2016: $31,859Net Income 2016: -$2,6522016Revenue 2017: $37,845Expenses 2017: $38,534Net Income 2017: -$6892017Revenue 2018: $26,404Expenses 2018: $33,538Net Income 2018: -$7,1342018Revenue 2019: $36,947Expenses 2019: $29,320Net Income 2019: $7,6272019Revenue 2020: $23,531Expenses 2020: $27,773Net Income 2020: -$4,2422020Revenue 2021: -$2,490Expenses 2021: $3,090Net Income 2021: -$5,5802021Revenue 2022: $27,914Expenses 2022: $15,877Net Income 2022: $12,0372022

Highlighted filing

2022

Revenue$27,914
Expenses$15,877
Net Income$12,037
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,048
Liabilities
$0
Net assets
$13,048
Revenue
$27,914
Expenses
$15,877
Net income
$12,037
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$27.9$15.9$12.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$1.01$2.49$3.09$5.58
2020Summary only. Only limited summary data is available for this year.$6.59$0.00$23.5$27.8$4.24
2019Summary only. Only limited summary data is available for this year.$8.98$8.67$36.9$29.3$7.63
2018Summary only. Only limited summary data is available for this year.$2.80$10.1$26.4$33.5$7.13
2017Summary only. Only limited summary data is available for this year.$9.43$9.61$37.8$38.5$0.69
2016Summary only. Only limited summary data is available for this year.$4.07$3.56$29.2$31.9$2.65
2015Summary only. Only limited summary data is available for this year.$6.22$3.06$37.9$34.3$3.62
2014Summary only. Only limited summary data is available for this year.$4.66$5.13$27.9$30.0$2.03
2013Summary only. Only limited summary data is available for this year.$1.57$0.00$31.9$28.3$3.60
2012Summary only. Only limited summary data is available for this year.$6.28$8.31$33.7$30.2$3.46
2011Summary only. Only limited summary data is available for this year.$6.92$12.3$5.49$69.7$75.8$6.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 19, 2023
Return Version
2022v5.0
Gross Receipts
$72,666
Mission and Program Overview

Mission

To provide funds to local chari

To provide funds to local charities

Program Services

DescriptionGrantsExpenses
FUNDS PROVIDED TO LOCAL CHARITIES-$15,000
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICK MORELANDPresident-$0--
PAM KAISERVice President-$0--
MAGGIE MORELANDSecretary-$0--
KAY BABCOCKTreasurer-$0--
SHERRY GARNERBoard Member-$0--
JUDY HAILEYDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chocolate Fe$58,360$58,360$38,979$19,381
Total Events$58,360$58,360$44,752$13,608
Filing and Contact Details

Filer

Filer Name
Carolina Chocolate Festival
EIN
13-4227542
Address
PO BOX 243, Swansboro, NC 28584

Signing Officer

Name
Kay Babcock
Title
Treasurer
Phone
2527230018
Signed
2023-07-19
Discuss with paid preparer
No

Preparer

Firm
Pinnacle Tax & Acctg Services Inc
Address
102 DOLPHIN BAY ESTATES, CEDAR POINT, NC 28584
Preparer
Mandi Russell
Phone
9103264033
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity FUNDS PROVIDED TO LOCAL CHARITIES Amount 15,000”

Description of other expenses Part I line 16

“Description AmountBANK SERVICE CHARGES 152”

Raw XML Appendix173 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/PersonNm0KAY BABCOCK
IRS990EZ/BooksInCareOfDetail/PhoneNum02527230018
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0132 PLANTATION
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Beaufort
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028516
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01011
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013048
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014306
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012037
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0725
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01011
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013048
IRS990EZ/FundraisingGrossIncomeAmt058360
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015000
IRS990EZ/GrossReceiptsAmt072666
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01011
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013048
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01011
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013048
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICK MORELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAM KAISER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MAGGIE MORELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAY BABCOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHERRY GARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JUDY HAILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0152
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FUNDS TO LOCAL CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS PROVIDED TO LOCAL CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt044752
IRS990EZ/SpecialEventsNetIncomeLossAmt013608
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015877
IRS990EZ/TotalProgramServiceExpensesAmt015000
IRS990EZ/TotalRevenueAmt027914
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05041
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt031347
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt037215
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt058017
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt059625
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0154857
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0186204
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051521
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05041
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065017
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064625
IRS990ScheduleA/Total509Grp/TotalAmt0186204
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051521
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05041
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt065017
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt064625
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0186204
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044752
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHOCOLATE FE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt058360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt058360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt058360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058360
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013608
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038979
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt038979
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05773
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05773
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity FUNDS PROVIDED TO LOCAL CHARITIES Amount 15,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBANK SERVICE CHARGES 152
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KAY BABCOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02527230018
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAROLINA CHOCOLATE FESTIVAL
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0134227542
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 243
ReturnHeader/Filer/USAddress/CityNm0Swansboro
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028584
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561710899
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PINNACLE TAX & ACCTG SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0102 DOLPHIN BAY ESTATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR POINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028584
ReturnHeader/PreparerPersonGrp/PhoneNum09103264033
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MANDI RUSSELL
ReturnHeader/ReturnTs02023-08-15T11:20:29-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BABCOCK
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits