Civic Intelligence

Carolinas Society for Post-Acute And

EIN 26-1688842 • 501(c)6 • Charlotte, NC

Profile

To provide an educational association wherein members attend sponsored educational conferences in their field.

8430 University Executive Park DrCharlotte, NC 28262

n/A

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Source year 2020

Net Margin

13th percentile

-33%

Higher net margin than 13% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Source year 2020

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 2020

Asset Growth

23rd percentile

-18%

Faster asset growth than 23% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$47,572

Down $10,708 (-18%) from 2019

Liabilities

Down

$9

Down $85 (-90%) from 2019

Net Assets

Down

$47,563

Down $10,623 (-18%) from 2019

Operations
Liabilities / Revenue57th percentileNet Margin13th percentile

Revenue

Down

$32,273

Down $10,448 (-24%) from 2019

Expenses

Down

$42,896

Down $540 (-1.2%) from 2019

Net Income

Down

-$10,623

Down $9,908 (-1386%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$60K$40K$20K$0Assets 2018: $58,989Liabilities 2018: $88Net Assets 2018: $58,9012018Assets 2019: $58,280Liabilities 2019: $94Net Assets 2019: $58,1862019Assets 2020: $47,572Liabilities 2020: $9Net Assets 2020: $47,5632020

Highlighted filing

2020

Assets$47,572
Liabilities$9
Net Assets$47,563
Open 2020 Filing

Operations Trend

Revenue Growth21st percentile

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

$60K$40K$20K$0-$20KRevenue 2018: $48,004Expenses 2018: $45,349Net Income 2018: $2,6552018Revenue 2019: $42,721Expenses 2019: $43,436Net Income 2019: -$7152019Revenue 2020: $32,273Expenses 2020: $42,896Net Income 2020: -$10,6232020

Highlighted filing

2020

Revenue$32,273
Expenses$42,896
Net Income-$10,623
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,572
Liabilities
$9
Net assets
$47,563
Revenue
$32,273
Expenses
$42,896
Net income
-$10,623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$47.6$0.01$47.6$32.3$42.9$10.6
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.3$0.09$58.2$42.7$43.4$0.72
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.0$0.09$58.9$48.0$45.3$2.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 14, 2020
Return Version
2019v5.0
Gross Receipts
$32,273
Mission and Program Overview

Mission

To provide an educational association wherein members attend sponsored educational conferences in their field.

Program Services

DescriptionGrantsExpenses
Sponsor and Conduct Educational Conferences for members$31,655$5,000
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN GAMBINO MDPast President-$0--
TIMOTHY BEITTEL MDVice President-$0--
THAD CLEMENTS MDPresident-$0--
GERADO ARNAEZ MDSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Carolinas Society for Post-acute and
EIN
26-1688842
Phone
3364061482
Address
8430 University Executive Park Dr, Charlotte, NC 28262

Signing Officer

Name
Thad Clements Md
Title
President
Signed
2020-09-14
Discuss with paid preparer
Yes

Preparer

Firm
Walter M Fulp III CPA PA
Address
218 W Center St, Lexington, NC 27292
Preparer
Walter M Fulp III CPA
Phone
3362497531
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $998”

Other Expenses.1007

“Conferences, Conventions, and Meetings $29422”

Other Expenses.1

“Dues and subsrciptions $1235”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $94 Accounts Payable and Accrued Expenses - Ending $9”

Raw XML Appendix114 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/PersonNm0WALTER M FULP CPA PA
IRS990EZ/BooksInCareOfDetail/PhoneNum03362497531
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0218 W CENTER ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027292
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058280
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047572
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10623
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01863
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058280
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047572
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossReceiptsAmt032273
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt032273
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058186
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047563
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058186
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047563
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN GAMBINO MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIMOTHY BEITTEL MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THAD CLEMENTS MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GERADO ARNAEZ MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031655
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE AN EDUCATIONAL ASSOCIATION WHEREIN MEMBERS ATTEND SPONSORED EDUCATIONAL CONFERENCES IN THEIR FIELD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Sponsor and Conduct Educational Conferences for members
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt031655
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt04378
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt094
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt09
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt042896
IRS990EZ/TotalProgramServiceExpensesAmt031655
IRS990EZ/TotalRevenueAmt032273
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $998
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $29422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES AND SUBSRCIPTIONS $1235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Payable and Accrued Expenses - Beginning $94 Accounts Payable and Accrued Expenses - Ending $9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1001
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THAD CLEMENTS MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAROLINAS SOCIETY FOR POST-ACUTE AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LONG-TERM CARE MEDICINE
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0261688842
ReturnHeader/Filer/PhoneNum03364061482
ReturnHeader/Filer/USAddress/AddressLine1Txt08430 University Executive Park Dr
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028262
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Walter M Fulp III CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0218 W Center St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lexington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027292
ReturnHeader/PreparerPersonGrp/PhoneNum03362497531
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Walter M Fulp III CPA
ReturnHeader/ReturnTs02020-09-14T12:16:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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