Civic Intelligence

Mount Holly Community Development Foundation Inc.

990EZ • Fiscal year 2023 • EIN 20-0738339

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 12, 2024

Organization ProfileN/A
PO Box 93Mount Holly, NC 28120

(704) 813-6715

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

71st percentile

24%

Higher net margin than 71% of similar nonprofits.

2023 filings • NTEE S • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2023 filings • NTEE S • <$500k nonprofits • Source year 2023

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2023 filings • NTEE S • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

3.8%

Faster revenue growth than 50% of similar nonprofits.

2023 filings • NTEE S • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$115,225

Up $12,086 (+12%) from 2022

Net Assets

Up

$115,225

Up $17,086 (+17%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Up

$69,976

Up $2,579 (+3.8%) from 2022

Expenses

Down

$52,890

Down $32,556 (-38%) from 2022

Net Income

Up

$17,086

Up $35,135 (+195%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$400K$300K$200K$100K$0Assets 2011: $398,973Liabilities 2011: $817Net Assets 2011: $398,1562011Assets 2012: $240,756Net Assets 2012: $240,7562012Assets 2013: $206,476Liabilities 2013: $1,212Net Assets 2013: $205,2642013Assets 2014: $139,260Net Assets 2014: $139,2602014Assets 2015: $106,026Net Assets 2015: $106,0262015Assets 2016: $82,973Net Assets 2016: $82,9732016Assets 2017: $83,711Liabilities 2017: $0Net Assets 2017: $83,7112017Assets 2018: $77,397Liabilities 2018: $0Net Assets 2018: $77,3972018Assets 2019: $101,471Liabilities 2019: $0Net Assets 2019: $101,4712019Assets 2020: $95,486Liabilities 2020: $0Net Assets 2020: $95,4862020Assets 2021: $116,188Liabilities 2021: $0Net Assets 2021: $116,1882021Assets 2022: $103,139Liabilities 2022: $5,000Net Assets 2022: $98,1392022Assets 2023: $115,225Net Assets 2023: $115,2252023Assets 2024: $131,984Liabilities 2024: $16,750Net Assets 2024: $115,2342024

Highlighted filing

2023

Assets$115,225
Liabilities-
Net Assets$115,225
Open 2023 Filing

Operations Trend

Revenue Growth50th percentile

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

$400K$200K$0-$200KRevenue 2011: $143,543Expenses 2011: $64,053Net Income 2011: $79,4902011Revenue 2012: $130,699Expenses 2012: $288,099Net Income 2012: -$157,4002012Revenue 2013: $141,918Expenses 2013: $177,410Net Income 2013: -$35,4922013Revenue 2014: $141,883Expenses 2014: $207,887Net Income 2014: -$66,0042014Revenue 2015: $143,257Expenses 2015: $176,491Net Income 2015: -$33,2342015Revenue 2016: $48,714Expenses 2016: $71,767Net Income 2016: -$23,0532016Revenue 2017: $37,369Expenses 2017: $36,631Net Income 2017: $7382017Revenue 2018: $29,858Expenses 2018: $34,934Net Income 2018: -$5,0762018Revenue 2019: $52,859Expenses 2019: $28,785Net Income 2019: $24,0742019Revenue 2020: $49,662Expenses 2020: $55,647Net Income 2020: -$5,9852020Revenue 2021: $67,311Expenses 2021: $46,609Net Income 2021: $20,7022021Revenue 2022: $67,397Expenses 2022: $85,446Net Income 2022: -$18,0492022Revenue 2023: $69,976Expenses 2023: $52,890Net Income 2023: $17,0862023Revenue 2024: $51,471Expenses 2024: $51,462Net Income 2024: $92024

Highlighted filing

2023

Revenue$69,976
Expenses$52,890
Net Income$17,086
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 12, 2024
Return Version
2023v5.0
Gross Receipts
$72,923
Mission and Program Overview

Mission

Advance the welfare of Mount Holly community.

To advance health, general welfare and prosperity of the mount holly area.

Program Services

DescriptionGrantsExpenses
EXPENSES FOR EVENTS SPONSORED BY THE FOUNDATION.-$51,924
EXPENSES FOR EVENTS SPONSORED BY THE FOUNDATION.--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAITLYN SPEASSecretary-$0--
STEPHANIE MCLAUGHLINChair-$0--
MACKENZIE GREENETreasurer-$0--
JANICE MCRORIEPast Chair-$0--
Filing and Contact Details

Filer

Filer Name
Mount Holly Community Development
EIN
20-0738339
Phone
7048136715
Address
PO BOX 93, MOUNT HOLLY, NC 28120

Signing Officer

Name
Stephanie Mclaughlin
Title
Chair
Phone
7048136715
Signed
2024-06-12
Discuss with paid preparer
Yes

Preparer

Firm
Sisk Greene & Associates Cpas Pllc
Address
132 E CENTRAL AVE, MOUNT HOLLY, NC 28120
Preparer
Steve K Sisk CPA
Phone
7048221551
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 1,470 office 2,415 insurance 1,783 awards & grants 911 events costs 40,471 fees & permits 77 pollinator garden expense 964 sales tax expense 49 subcontracted expense 1,150 total 49,290”

Form 990-ez, Part II, Line 26

“DEFERRED REVENUE 5,000 0”

Form 990-ez, Part III, Line 31

“Expenses for events sponsored by the foundation.”

Raw XML Appendix136 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/PersonNm0MACKENZIE GREENE
IRS990EZ/BooksInCareOfDetail/PhoneNum07048136715
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0132 E CENTRAL AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MOUNT HOLLY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028120
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0103139
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0115225
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt061981
IRS990EZ/CostOfGoodsSoldAmt02947
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017086
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0600
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0103139
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0115225
IRS990EZ/GrossProfitLossSlsOfInvntryAmt07990
IRS990EZ/GrossReceiptsAmt072923
IRS990EZ/GrossSalesOfInventoryAmt010937
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt098139
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0115225
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt098139
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0115225
IRS990EZ/OccupancyRentUtltsAndMaintAmt03000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAITLYN SPEAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE MCLAUGHLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MACKENZIE GREENE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANICE MCRORIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt049290
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ADVANCE HEALTH, GENERAL WELFARE AND PROSPERITY OF THE MOUNT HOLLY AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EXPENSES FOR EVENTS SPONSORED BY THE FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EXPENSES FOR EVENTS SPONSORED BY THE FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt051924
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052890
IRS990EZ/TotalProgramServiceExpensesAmt051924
IRS990EZ/TotalRevenueAmt069976
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt061982
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt063497
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt034350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt023796
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt033446
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0217071
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt017198
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0217071
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt061982
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt063497
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt034350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt023796
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt033446
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0217071
IRS990ScheduleA/TotalSupportAmt0217071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 1,470 OFFICE 2,415 INSURANCE 1,783 AWARDS & GRANTS 911 EVENTS COSTS 40,471 FEES & PERMITS 77 POLLINATOR GARDEN EXPENSE 964 SALES TAX EXPENSE 49 SUBCONTRACTED EXPENSE 1,150 TOTAL 49,290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEFERRED REVENUE 5,000 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES FOR EVENTS SPONSORED BY THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE MCLAUGHLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum07048136715
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOUNT HOLLY COMMUNITY DEVELOPMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MOUN
ReturnHeader/Filer/EIN0200738339
ReturnHeader/Filer/PhoneNum07048136715
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 93
ReturnHeader/Filer/USAddress/CityNm0MOUNT HOLLY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028120
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472411618
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SISK GREENE & ASSOCIATES CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0132 E CENTRAL AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOUNT HOLLY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028120
ReturnHeader/PreparerPersonGrp/PhoneNum07048221551
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE K SISK CPA
ReturnHeader/ReturnTs02024-06-14T12:03:53-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JANICS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCRORIE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$115,225
Liabilities
-
Net assets
$115,225
Revenue
$69,976
Expenses
$52,890
Net income
$17,086
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.17$1.15$0.51$0.51$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.15$1.15$0.70$0.53$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.05$0.98$0.67$0.85$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.67$0.47$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.50$0.56$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.53$0.29$0.24
2018Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.30$0.35$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.37$0.37$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.49$0.72$0.23
2015Detailed filing. Detailed filing data is available for this year.$1.06$1.06$1.43$1.76$0.33
2014Detailed filing. Detailed filing data is available for this year.$1.39$1.39$1.42$2.08$0.66
2013Detailed filing. Detailed filing data is available for this year.$2.06$0.01$2.05$1.42$1.77$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$2.41$1.31$2.88$1.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.99$0.01$3.98$1.44$0.64$0.79