Civic Intelligence

Union County Economic Development Growth Enterprise Inc.

990EZ • Fiscal year 2017 • EIN 20-0533572

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 11, 2017

Organization ProfileN/A

View Organization Page

PO Box 292Monroe, NC 28111

(704) 282-5780

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2017 filings • NTEE S • <$500k nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.00x

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

2017 filings • NTEE S • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-138476%

Higher net margin than 1% of similar nonprofits.

2017 filings • NTEE S • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • NTEE S • <$500k nonprofits • Source year 2017

Asset Growth

1st percentile

-98%

Faster asset growth than 1% of similar nonprofits.

2017 filings • NTEE S • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

46%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • NTEE S • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$7,312

Down $387,733 (-98%) from 2016

Net Assets

Down

$7,312

Down $387,733 (-98%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin1st percentile

Revenue

Up

$280

Up $88 (+46%) from 2016

Expenses

Up

$388,013

Up $382,193 (+6567%) from 2016

Net Income

Down

-$387,733

Down $382,105 (-6789%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $514,864Liabilities 2011: $13,918Net Assets 2011: $500,9462011Assets 2012: $644,662Liabilities 2012: $5,114Net Assets 2012: $639,5482012Assets 2013: $411,895Liabilities 2013: $250Net Assets 2013: $411,6452013Assets 2014: $405,023Liabilities 2014: $500Net Assets 2014: $404,5232014Assets 2015: $401,603Liabilities 2015: $930Net Assets 2015: $400,6732015Assets 2016: $395,045Liabilities 2016: $0Net Assets 2016: $395,0452016Assets 2017: $7,312Liabilities 2017: $0Net Assets 2017: $7,3122017Assets 2018: $5,042Liabilities 2018: $02018Assets 2019: $4,252Liabilities 2019: $02019Assets 2020: $12,040Liabilities 2020: $0Net Assets 2020: $12,0402020Assets 2021: $49,719Liabilities 2021: $8,553Net Assets 2021: $41,1662021Assets 2022: $62,415Liabilities 2022: $7,925Net Assets 2022: $54,4902022Assets 2023: $128,322Liabilities 2023: $7,925Net Assets 2023: $120,3972023Assets 2024: $104,839Liabilities 2024: $9,485Net Assets 2024: $95,3542024

Highlighted filing

2017

Assets$7,312
Liabilities$0
Net Assets$7,312
Open 2017 Filing

Operations Trend

Revenue Growth84th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $539,7022011Expenses 2012: $469,3462012Revenue 2013: -$1,274Expenses 2013: $226,629Net Income 2013: -$227,9032013Revenue 2014: $191Expenses 2014: $7,313Net Income 2014: -$7,1222014Revenue 2015: $191Expenses 2015: $4,040Net Income 2015: -$3,8492015Revenue 2016: $192Expenses 2016: $5,820Net Income 2016: -$5,6282016Revenue 2017: $280Expenses 2017: $388,013Net Income 2017: -$387,7332017Revenue 2018: $200Expenses 2018: $2,470Net Income 2018: -$2,2702018Revenue 2019: $6,000Expenses 2019: $6,790Net Income 2019: -$7902019Revenue 2020: $65,394Expenses 2020: $57,606Net Income 2020: $7,7882020Revenue 2021: $45,575Expenses 2021: $16,449Net Income 2021: $29,1262021Revenue 2022: $47,029Expenses 2022: $33,705Net Income 2022: $13,3242022Revenue 2023: $106,005Expenses 2023: $40,098Net Income 2023: $65,9072023Revenue 2024: $73,064Expenses 2024: $98,107Net Income 2024: -$25,0432024

Highlighted filing

2017

Revenue$280
Expenses$388,013
Net Income-$387,733
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 11, 2017
Return Version
2016v3.0
Gross Receipts
$280
Mission and Program Overview

Mission

Provide economic development services in union co, nc

Program Services

DescriptionGrantsExpenses
PURSUED PROGRAMS TO GENERATE BUSINESS ACTIVITY FROM NEW BUSINESS RECRUITMENT$385,074$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS PLATE'President-$0--
MICHAEL JAMESBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Union County Partnership for
EIN
20-0533572
Phone
7042825780
Address
PO BOX 292, MONROE, NC 28111

Signing Officer

Name
CHRIS PLATE'
Title
President
Phone
7042825780
Signed
2017-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Potter & Company Pa
Address
114 N CHURCH STREET, MONROE, NC 28112
Preparer
Baxter W Starnes CPA
Phone
7042838189
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 280.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: union county. Grantee address: 500 n main street monroe, nc 28112. Date of gift: 09/30/16. Amount given: 385,074.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: accounting fees. Amount: 2,730. Description: bank service charges. Amount: 209. Total to form 990-ez, line 16: 2,939.”

Raw XML Appendix128 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0CHRIS PLATE'
IRS990EZ/BooksInCareOfDetail/PhoneNum07042825780
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03509 OLD CHARLOTTE HIGHWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONROE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0395045
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07312
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-387733
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0395045
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07312
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0385074
IRS990EZ/GrossReceiptsAmt0280
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0280
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0395045
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07312
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0395045
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07312
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRIS PLATE'
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02939
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE ECONOMIC DEVELOPMENT SERVICES IN UNION CO, NC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PURSUED PROGRAMS TO GENERATE BUSINESS ACTIVITY FROM NEW BUSINESS RECRUITMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0385074
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0388013
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0280
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0191
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0191
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0449
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0831
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99740
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalSupportAmt0831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 280.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: UNION COUNTY. GRANTEE ADDRESS: 500 N MAIN STREET MONROE, NC 28112. DATE OF GIFT: 09/30/16. AMOUNT GIVEN: 385,074.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTING FEES. AMOUNT: 2,730. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 209. TOTAL TO FORM 990-EZ, LINE 16: 2,939.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS PLATE'
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07042825780
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION COUNTY PARTNERSHIP FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROGRESS INC
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0200533572
ReturnHeader/Filer/PhoneNum07042825780
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 292
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028111
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0847CAD25191B853CE797831E44F9A5539669B065
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B1143413C2FE0F81160B4564F815490F7DC63CA8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.60.199.242
ReturnHeader/FilingSecurityInformation/IPDt02017-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm019:56:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561220683
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POTTER & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0114 N CHURCH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028112
ReturnHeader/PreparerPersonGrp/PhoneNum07042838189
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BAXTER W STARNES CPA
ReturnHeader/ReturnTs02017-11-11T19:28:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,312
Liabilities
$0
Net assets
$7,312
Revenue
$280
Expenses
$388,013
Net income
-$387,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.09$0.95$0.73$0.98$0.25
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.08$1.20$1.06$0.40$0.66
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.08$0.54$0.47$0.34$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.09$0.41$0.46$0.16$0.29
2020Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.65$0.58$0.08
2019Summary only. Only limited summary data is available for this year.$0.04$0.00$0.06$0.07$0.01
2018Summary only. Only limited summary data is available for this year.$0.05$0.00$0.00$0.02$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$3.88$3.88
2016Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.00$0.06$0.06
2015Detailed filing. Detailed filing data is available for this year.$4.02$0.01$4.01$0.00$0.04$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.05$0.01$4.05$0.00$0.07$0.07
2013Summary only. Only limited summary data is available for this year.$4.12$0.00$4.12$0.01$2.27$2.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.45$0.05$6.40$4.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.15$0.14$5.01$5.40