Civic Intelligence

The Bethel Church Foundation

EIN 27-2776215 • 501(c)3 • Cornelius, NC

Profile

Charitable Giving

19920 Bethel Church RoadCornelius, NC 28031

www.bethelchurchfoundation.org

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

NTEE X • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

32nd percentile

0.00x

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

NTEE X • $1M-$5M nonprofits • Source year 2024

Net Margin

82nd percentile

52%

Higher net margin than 82% of similar nonprofits.

NTEE X • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

NTEE X • $1M-$5M nonprofits • Source year 2024

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

NTEE X • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

13%

Faster revenue growth than 58% of similar nonprofits.

NTEE X • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,013,840

Up $100,998 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,013,840

Up $100,998 (+11%) from 2023

Operations
Liabilities / Revenue32nd percentileNet Margin82nd percentile

Revenue

Up

$65,094

Up $7,401 (+13%) from 2023

Expenses

Up

$31,369

Up $27,000 (+618%) from 2023

Net Income

Down

$33,725

Down $19,599 (-37%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$1.5M$1.0M$500K$0Assets 2016: $509,680Liabilities 2016: $0Net Assets 2016: $509,6802016Assets 2017: $569,799Liabilities 2017: $0Net Assets 2017: $569,7992017Assets 2018: $600,854Liabilities 2018: $0Net Assets 2018: $600,8542018Assets 2019: $733,796Liabilities 2019: $0Net Assets 2019: $733,7962019Assets 2020: $790,806Liabilities 2020: $0Net Assets 2020: $790,8062020Assets 2021: $858,468Liabilities 2021: $0Net Assets 2021: $858,4682021Assets 2022: $806,628Liabilities 2022: $0Net Assets 2022: $806,6282022Assets 2023: $912,842Liabilities 2023: $0Net Assets 2023: $912,8422023Assets 2024: $1,013,840Liabilities 2024: $0Net Assets 2024: $1,013,8402024

Highlighted filing

2024

Assets$1,013,840
Liabilities$0
Net Assets$1,013,840
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

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

$200K$150K$100K$50K$0Revenue 2016: $161,800Expenses 2016: $8,648Net Income 2016: $153,1522016Revenue 2017: $65,964Expenses 2017: $5,845Net Income 2017: $60,1192017Revenue 2018: $69,083Expenses 2018: $17,665Net Income 2018: $51,4182018Revenue 2019: $79,052Expenses 2019: $7,847Net Income 2019: $71,2052019Revenue 2020: $29,785Expenses 2020: $10,350Net Income 2020: $19,4352020Revenue 2021: $31,579Expenses 2021: $10,000Net Income 2021: $21,5792021Revenue 2022: $81,982Expenses 2022: $30,350Net Income 2022: $51,6322022Revenue 2023: $57,693Expenses 2023: $4,369Net Income 2023: $53,3242023Revenue 2024: $65,094Expenses 2024: $31,369Net Income 2024: $33,7252024

Highlighted filing

2024

Revenue$65,094
Expenses$31,369
Net Income$33,725
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,013,840
Liabilities
$0
Net assets
$1,013,840
Revenue
$65,094
Expenses
$31,369
Net income
$33,725
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.07$0.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.06$0.00$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.08$0.03$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.03$0.01$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.03$0.01$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.08$0.01$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.07$0.02$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.07$0.01$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.16$0.01$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 22, 2025
Return Version
2024v5.2
Gross Receipts
$134,444
Mission and Program Overview

Mission

Charitable Giving

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$776,305$942,313▲ $166,008
Cash and Non-Interest-Bearing Accounts$136,537$71,527▼ $65,010
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$912,842$1,013,840▲ $100,998
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$723,956$833,323▲ $109,367
Net Assets Without Donor Restrictions$188,886$180,517▼ $8,369
Total Net Assets Fund Balance$912,842$1,013,840▲ $100,998
Total Liabilities and Net Assets / Fund Balance$912,842$1,013,840▲ $100,998
Compensation and Service Providers
Top Officer Pay62nd percentile

Board Members and Trustees

NameTitle
James MohrPresident
David BeardDirector
Hardee McConnellDirector
Marcus LeeDirector
Nicolette GranataSecretary
Randy FordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25,050
Program Service Revenue
$0
Investment Income
$40,044
Other Revenue
$0
All Other Contributions
$25,050
Change in Net Assets
$33,725
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,969
Other Expenses$400
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,969--$30,969
Fees for Services Accounting-$400-$400
Total Functional Expenses$30,969$400$0$31,369
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Reviewed by Treasurer before filing”

Form 990, Part VI, Section B, Line 12C

“Annual review”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
The Bethel Church Foundation
EIN
27-2776215
Phone
7048920546
Address
19920 Bethel Church Road, Cornelius, NC 28031

Signing Officer

Name
James Mohr
Title
President
Signed
2025-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Mohr
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
Preparer
Terry W Lancaster
Phone
7043721515
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/FactsAndCircumstancesTestTxt0Current Year Facts and Circumstances: The Bethel Church Foundation (Foundation) was formed on May 10, 2010 as a charitable and religious nonprofit corporation under Chapter 55A of the General Statutes of North Carolina. The Foundation was formed to receive gifts, bequests, devises, memorials and endowments and use these funds to carry on religious, charitable, benevolent and education work to benefit Bethel Presbyterian Church (Bethel) and other chartable ministries and organizations. It was hoped that an endowment could be created that would generate funds each year to aid Bethel and its causes, other than funding annual operating expenses.The Foundations endowment fund is 81% of the Foundations 2024 assets. The Foundation uses a 20 quarters rolling average to determine asset value for purposes of calculating the annual distribution. 4% of this average is used to support Bethel and other charitable ministries. There are no guidelines on the maximum that may be granted from the general fund.The Foundation is governed by a Board of Directors. The Directors are required to be members of Bethel Church and either an active or inactive member of Bethels Session (Board). A minimum of two members must be active members of the Bethel Session. Session members are elected by the members of Bethel and can only serve two consecutive, three-year terms. Foundation Directors are limited to two, three-year terms. This precludes the control of the Foundation by a major donor as is found in a private foundation.Ten-percent-of-support requirementThe Foundations public support percentage for 2024 from Form 990 Schedule A Part II is 23.52 %. The support percentages for the last five years are:2023 - 28.42 %2022 - 38.75 %2021 - 53.41 %2020 - 73.79 %2019 76.76 %The ten-percent-of-support requirement is met.Attraction of public support requirementThe Foundations support comes from Bethel and its members primarily in the form of bequests and memorials. The Foundation has brochures on giving and planned giving that are distributed to members and available at Bethel. The Pastors mention that the Foundation is a good choice for memorials to Bethel when arranging funerals. Seminars on financial planning and charitable giving have been conducted at Bethel. Reminders that charitable gifts can be made to the Foundation and the function of the Foundation are put in the weekly communication to church members several times a year. The Foundation presents an annual report on its activities at Bethel annual congregational meeting.The large number of donors, detailed in the Sources of support section below, and the historically high support percentage show that the Foundation is supported by the public and not a few donors.Percentage of financial support factorThe historical public support percentage has been very high as shown above. The public support for 2023 and 2024 was less than 33 1/3% for several factors. First, giving decreased dramatically during Covid and has slowly recovered. Historical giving is as follows:2017 - $37,0612018 - $38,6802019 - $51,2362020 - $7,3782021 - $3,4652022 - $57,5502023 - $27,7052024 - $25,050The lower gifts in 2020 and 2021 resulted in a larger gift having a more significant impact on the percent. The Foundation received a gift of $20,000 25,000 in 2022, 2023 and 2024 from different church members. If contributions had been $50,000 in 2020 and 2021, the public support percentage for 2024 would be 45%.The investment income from the endowment fund has grown significantly. It has increased from $19,162 in 2020 to $49,366 in 2024. This coupled with lower giving in 2020 and 2021 has had a dramatic impact on the public support percentage.The contributions to the endowment fund have come almost exclusively from the general public. When the Foundation was established, Bethel transferred funds it had received from bequests and memorials. Thus, public support initially funded the endowment. Since then, it appears that all contributions to
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reviewed by Treasurer before filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annual review
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990/USAddress/AddressLine1Txt019920 Bethel Church Road
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IRS990/WebsiteAddressTxt0www.bethelchurchfoundation.org
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James Mohr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Bethel Church Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BETH
ReturnHeader/Filer/EIN0272776215
ReturnHeader/Filer/PhoneNum07048920546
ReturnHeader/Filer/USAddress/AddressLine1Txt019920 Bethel Church Road
ReturnHeader/Filer/USAddress/CityNm0Cornelius
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
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ReturnHeader/PreparerPersonGrp/PhoneNum07043721515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry W Lancaster
ReturnHeader/ReturnTs02025-10-22T12:19:08-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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