Civic Intelligence

Historic Cabarrus Association Inc

EIN 23-7363520 • 501(c)3 • Concord, NC

Profile

Provide education of cabarrus county

P O Box 966Concord, NC 28026-0966

www.historiccabarrus.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

62nd percentile

9.0%

Higher net margin than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

59th percentile

2.5%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-38%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$213,664

Up $5,245 (+2.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$213,664

Up $5,245 (+2.5%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin62nd percentile

Revenue

Down

$33,585

Down $20,535 (-38%) from 2022

Expenses

Down

$30,563

Down $40,742 (-57%) from 2022

Net Income

Up

$3,022

Up $20,207 (+118%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$400K$300K$200K$100K$0Assets 2011: $278,509Liabilities 2011: $668Net Assets 2011: $277,8412011Assets 2012: $325,719Liabilities 2012: $762Net Assets 2012: $324,9572012Assets 2013: $303,771Liabilities 2013: $611Net Assets 2013: $303,1602013Assets 2014: $276,021Liabilities 2014: $742Net Assets 2014: $275,2792014Assets 2015: $263,698Liabilities 2015: $742Net Assets 2015: $262,9562015Assets 2016: $244,876Liabilities 2016: $743Net Assets 2016: $244,1332016Assets 2017: $290,291Liabilities 2017: $1,001Net Assets 2017: $289,2902017Assets 2018: $255,259Liabilities 2018: $964Net Assets 2018: $254,2952018Assets 2020: $219,651Liabilities 2020: $0Net Assets 2020: $219,6512020Assets 2021: $225,604Liabilities 2021: $0Net Assets 2021: $225,6042021Assets 2022: $208,419Liabilities 2022: $0Net Assets 2022: $208,4192022Assets 2023: $213,664Liabilities 2023: $0Net Assets 2023: $213,6642023

Highlighted filing

2023

Assets$213,664
Liabilities$0
Net Assets$213,664
Open 2023 Filing

Operations Trend

Revenue Growth23rd percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $61,5812011Expenses 2012: $73,6862012Revenue 2013: $40,538Expenses 2013: $62,347Net Income 2013: -$21,8092013Revenue 2014: $45,415Expenses 2014: $73,296Net Income 2014: -$27,8812014Revenue 2015: $58,431Expenses 2015: $70,754Net Income 2015: -$12,3232015Revenue 2016: $28,890Expenses 2016: $47,713Net Income 2016: -$18,8232016Revenue 2017: $101,235Expenses 2017: $61,849Net Income 2017: $39,3862017Revenue 2018: $38,225Expenses 2018: $73,220Net Income 2018: -$34,9952018Revenue 2020: $38,632Expenses 2020: $38,728Net Income 2020: -$962020Revenue 2021: $39,166Expenses 2021: $33,213Net Income 2021: $5,9532021Revenue 2022: $54,120Expenses 2022: $71,305Net Income 2022: -$17,1852022Revenue 2023: $33,585Expenses 2023: $30,563Net Income 2023: $3,0222023

Highlighted filing

2023

Revenue$33,585
Expenses$30,563
Net Income$3,022
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$213,664
Liabilities
$0
Net assets
$213,664
Revenue
$33,585
Expenses
$30,563
Net income
$3,022
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.34$0.31$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.54$0.71$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.39$0.33$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.39$0.39$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.55$0.01$2.54$0.38$0.73$0.35
2017Detailed filing. Detailed filing data is available for this year.$2.90$0.01$2.89$1.01$0.62$0.39
2016Detailed filing. Detailed filing data is available for this year.$2.45$0.01$2.44$0.29$0.48$0.19
2015Detailed filing. Detailed filing data is available for this year.$2.64$0.01$2.63$0.58$0.71$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.76$0.01$2.75$0.45$0.73$0.28
2013Detailed filing. Detailed filing data is available for this year.$3.04$0.01$3.03$0.41$0.62$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.01$3.25$0.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.01$2.78$0.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 28, 2024
Return Version
2023v5.1
Gross Receipts
$33,585
Mission and Program Overview

Mission

Provide education of cabarrus county

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCAITON OF HISTORY OF CABARRUS COUNTY-$30,563
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAY LAMBERTChair-$0--
JOHN MESENHEIMER IIChairmanPT$0--
SHANAEE A BODRICKBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Historic Cabarrus Association Inc
EIN
23-7363520
Address
P O BOX 966, CONCORD, NC 28026-0966

Signing Officer

Name
John Mesenheimer Ii
Title
Chairman
Phone
7047823688
Signed
2024-10-28
Discuss with paid preparer
No

Preparer

Firm
Hurt & Associates Inc
Address
P O BOX 626, CONCORD, NC 28026
Preparer
Carol Suzette Bentley
Phone
7047824114
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountoffice expenses 345insurance 1,596special events 182miscell 2,062dues 25website and internet 634”

Other changes in net assets or fund balances Part I line 20

“Description amountadjustment 2,223”

Description of other assets Part II line 24

“Category beginning of year end of yearinventory 0 3,500”

Raw XML Appendix145 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/PersonNm0JOHN MESENHEIMER II
IRS990EZ/BooksInCareOfDetail/PhoneNum07047823688
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 966
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CONCORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0280260966
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0208419
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0210164
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt027399
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03022
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07976
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0208419
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0213664
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0157
IRS990EZ/GrossReceiptsAmt033585
IRS990EZ/GrossSalesOfInventoryAmt0157
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01190
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04839
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0208419
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0213664
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0208419
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0213664
IRS990EZ/OccupancyRentUtltsAndMaintAmt010958
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAY LAMBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN MESENHEIMER II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHANAEE A BODRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03500
IRS990EZ/OtherChangesInNetAssetsAmt02223
IRS990EZ/OtherExpensesTotalAmt04844
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATION OF CABARRUS COUNTY
IRS990EZ/PrintingPublicationsPostageAmt02115
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCAITON OF HISTORY OF CABARRUS COUNTY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030563
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt04670
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030563
IRS990EZ/TotalProgramServiceExpensesAmt030563
IRS990EZ/TotalRevenueAmt033585
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HISTORICCABARRUS.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt027398
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt052924
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt039252
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt038301
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt027649
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0185524
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0353
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0209
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0332
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0416
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01310
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99300
IRS990ScheduleA/PublicSupportPY170Pct00.99200
IRS990ScheduleA/PublicSupportTotal170Amt0185524
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt027398
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt052924
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt039252
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt038301
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt027649
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0185524
IRS990ScheduleA/TotalSupportAmt0186834
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTOFFICE EXPENSES 345INSURANCE 1,596SPECIAL EVENTS 182MISCELL 2,062DUES 25WEBSITE AND INTERNET 634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADJUSTMENT 2,223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARINVENTORY 0 3,500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MESENHEIMER II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07047823688
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC CABARRUS ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0237363520
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 966
ReturnHeader/Filer/USAddress/CityNm0CONCORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0280260966
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561582186
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HURT & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 626
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028026
ReturnHeader/PreparerPersonGrp/PhoneNum07047824114
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL SUZETTE BENTLEY
ReturnHeader/ReturnTs02024-11-07T14:40:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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