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

To provide education of cabarrus county history to the residents, school students and visitors.

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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