Civic Intelligence

Catawba County Medical Society

EIN 20-4684532 • 501(c)5 • Hickory, NC

Profile

Foster education within the medical comm

PO Box 2635Hickory, NC 28603

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

7th percentile

-79%

Higher net margin than 7% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Source year 2025

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

NTEE S41 • <$500k nonprofits • Source year 2025

Asset Growth

32nd percentile

-9.6%

Faster asset growth than 32% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

28th percentile

-17%

Faster revenue growth than 28% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$32,178

Down $3,416 (-9.6%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$32,178

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Down

$4,306

Down $887 (-17%) from 2024

Expenses

Down

$7,722

Down $940 (-11%) from 2024

Net Income

Up

-$3,416

Up $53 (+1.5%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$60K$40K$20K$0Assets 2012: $21,512Liabilities 2012: $02012Assets 2013: $21,291Liabilities 2013: $02013Assets 2014: $21,847Liabilities 2014: $02014Assets 2015: $24,234Liabilities 2015: $02015Assets 2016: $25,754Liabilities 2016: $02016Assets 2017: $21,575Liabilities 2017: $02017Assets 2018: $10,393Liabilities 2018: $02018Assets 2019: $21,513Liabilities 2019: $5,0002019Assets 2020: $28,580Liabilities 2020: $02020Assets 2021: $37,232Liabilities 2021: $0Net Assets 2021: $37,2322021Assets 2022: $40,826Liabilities 2022: $02022Assets 2023: $39,063Liabilities 2023: $0Net Assets 2023: $39,0632023Assets 2024: $35,594Liabilities 2024: $02024Assets 2025: $32,178Net Assets 2025: $32,1782025

Highlighted filing

2025

Assets$32,178
Liabilities-
Net Assets$32,178
Open 2025 Filing

Operations Trend

Revenue Growth28th percentile

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

$40K$20K$0-$20KRevenue 2012: $27,756Expenses 2012: $30,083Net Income 2012: -$2,3272012Revenue 2013: $37,622Expenses 2013: $37,843Net Income 2013: -$2212013Revenue 2014: $31,819Expenses 2014: $31,263Net Income 2014: $5562014Revenue 2015: $33,645Expenses 2015: $31,258Net Income 2015: $2,3872015Revenue 2016: $31,736Expenses 2016: $30,216Net Income 2016: $1,5202016Revenue 2017: $24,091Expenses 2017: $28,270Net Income 2017: -$4,1792017Revenue 2018: $23,360Expenses 2018: $27,773Net Income 2018: -$4,4132018Revenue 2019: $16,911Expenses 2019: $10,791Net Income 2019: $6,1202019Revenue 2020: $14,414Expenses 2020: $2,347Net Income 2020: $12,0672020Revenue 2021: $11,604Expenses 2021: $2,952Net Income 2021: $8,6522021Revenue 2022: $7,006Expenses 2022: $3,412Net Income 2022: $3,5942022Revenue 2023: $2,390Expenses 2023: $4,153Net Income 2023: -$1,7632023Revenue 2024: $5,193Expenses 2024: $8,662Net Income 2024: -$3,4692024Revenue 2025: $4,306Expenses 2025: $7,722Net Income 2025: -$3,4162025

Highlighted filing

2025

Revenue$4,306
Expenses$7,722
Net Income-$3,416
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,178
Liabilities
-
Net assets
$32,178
Revenue
$4,306
Expenses
$7,722
Net income
-$3,416
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$32.2$32.2$4.31$7.72$3.42
2024Summary only. Only limited summary data is available for this year.$35.6$0.00$5.19$8.66$3.47
2023Detailed filing. Detailed filing data is available for this year.$39.1$0.00$39.1$2.39$4.15$1.76
2022Summary only. Only limited summary data is available for this year.$40.8$0.00$7.01$3.41$3.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.2$0.00$37.2$11.6$2.95$8.65
2020Summary only. Only limited summary data is available for this year.$28.6$0.00$14.4$2.35$12.1
2019Summary only. Only limited summary data is available for this year.$21.5$5.00$16.9$10.8$6.12
2018Summary only. Only limited summary data is available for this year.$10.4$0.00$23.4$27.8$4.41
2017Summary only. Only limited summary data is available for this year.$21.6$0.00$24.1$28.3$4.18
2016Summary only. Only limited summary data is available for this year.$25.8$0.00$31.7$30.2$1.52
2015Summary only. Only limited summary data is available for this year.$24.2$0.00$33.6$31.3$2.39
2014Summary only. Only limited summary data is available for this year.$21.8$0.00$31.8$31.3$0.56
2013Summary only. Only limited summary data is available for this year.$21.3$0.00$37.6$37.8$0.22
2012Summary only. Only limited summary data is available for this year.$21.5$0.00$27.8$30.1$2.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 15, 2025
Return Version
2024v5.2
Gross Receipts
$4,306
Mission and Program Overview

Mission

Foster education within the medical community.

Foster education within the medical comm

Program Services

DescriptionGrantsExpenses
CONFERENCES AND MEETINGS (APPROX 100 UNIFOUR AREA MEMBERS)--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR DAVID MELLONPresident-$0--
KEVINHAMVice PresidentPT$0--
LESLIE SULLIVANSecretaryPT$0--
DR JUSTIN SULLIVANMember At LargePT$0--
Filing and Contact Details

Filer

Filer Name
Catawba County Medical Society
EIN
20-4684532
Phone
8288502262
Address
PO BOX 2635, HICKORY, NC 28603

Signing Officer

Name
Justin L Sullivan
Title
President
Phone
8288502262
Signed
2025-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Renee D Sigmon CPA PLLC
Address
2732 Hickory Blvd, Hudson, NC 28638
Preparer
Renee D Sigmon CPA
Phone
8287540777
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“FUNDRAISING”

Form 990EZ, Part I, Line 16

“MARKETING 2098.”

Form 990EZ, Part I, Line 16

“AMAZON”

Form 990EZ, Part I, Line 16

“SUPPLIES 141.”

Form 990EZ, Part I, Line 16

“M&E 185.”

Form 990EZ, Part I, Line 16

“MOORES FERRY DUES”

Raw XML Appendix122 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/PersonNm0LESLIE SULLIVAN
IRS990EZ/BooksInCareOfDetail/PhoneNum04802298373
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0POST OFFICE BOX 2635
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HICKORY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028603
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035594
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032178
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3416
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05000
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035594
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032178
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt04306
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0675
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03631
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035594
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032178
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035594
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032178
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR DAVID MELLON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEVINHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LESLIE SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DR JUSTIN SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER AT LARGE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02424
IRS990EZ/PrimaryExemptPurposeTxt0FOSTER EDUCATION WITHIN THE MEDICAL COMM
IRS990EZ/PrintingPublicationsPostageAmt0298
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONFERENCES AND MEETINGS (APPROX 100 UNIFOUR AREA MEMBERS)
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07722
IRS990EZ/TotalRevenueAmt04306
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MARKETING 2098.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AMAZON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES 141.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4M&E 185.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MOORES FERRY DUES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUSTIN L SULLIVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08288502262
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CATAWBA COUNTY MEDICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0CATA
ReturnHeader/Filer/EIN0204684532
ReturnHeader/Filer/PhoneNum08288502262
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2635
ReturnHeader/Filer/USAddress/CityNm0HICKORY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028603
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561547630
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Renee D Sigmon CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02732 Hickory Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hudson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028638
ReturnHeader/PreparerPersonGrp/PhoneNum08287540777
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Renee D Sigmon CPA
ReturnHeader/ReturnTs02025-10-17T10:17:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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)5 • <$500k nonprofits