Civic Intelligence

CCI Nbcvt

990 • Fiscal year 2018 • EIN 31-1261456

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 15, 2019

Organization ProfileWWW.CCI-ONLINE.ORG

Refreshing map…

1500 Sunday Drive Suite 102Raleigh, NC 27607

(919) 787-5181

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

89th percentile

0.63x

Higher debt load relative to assets than 89% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

0.99x

Higher debt load relative to revenue than 94% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Net Margin

52nd percentile

4.1%

Higher net margin than 52% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Asset Growth

49th percentile

1.8%

Faster asset growth than 49% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

52nd percentile

3.8%

Faster revenue growth than 52% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$4,044,888

Up $70,079 (+1.8%) from 2017

Net Assets

Down

$1,493,565

Down $198,775 (-12%) from 2017

Liabilities

Up

$2,551,323

Up $268,854 (+12%) from 2017

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin52nd percentile

Revenue

Up

$2,567,419

Up $94,067 (+3.8%) from 2017

Expenses

Up

$2,462,921

Up $119,771 (+5.1%) from 2017

Net Income

Down

$104,498

Down $25,704 (-20%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2016: $3,427,472Liabilities 2016: $2,084,030Net Assets 2016: $1,343,4422016Assets 2017: $3,974,809Liabilities 2017: $2,282,469Net Assets 2017: $1,692,3402017Assets 2018: $4,044,888Liabilities 2018: $2,551,323Net Assets 2018: $1,493,5652018Assets 2019: $4,734,225Liabilities 2019: $2,438,447Net Assets 2019: $2,295,7782019Assets 2020: $5,880,783Liabilities 2020: $2,822,965Net Assets 2020: $3,057,8182020Assets 2022: $6,283,150Liabilities 2022: $2,836,940Net Assets 2022: $3,446,2102022

Highlighted filing

2018

Assets$4,044,888
Liabilities$2,551,323
Net Assets$1,493,565
Open 2018 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Revenue 2016: $2,334,931Expenses 2016: $2,291,987Net Income 2016: $42,9442016Revenue 2017: $2,473,352Expenses 2017: $2,343,150Net Income 2017: $130,2022017Revenue 2018: $2,567,419Expenses 2018: $2,462,921Net Income 2018: $104,4982018Revenue 2019: $2,922,917Expenses 2019: $2,530,393Net Income 2019: $392,5242019Revenue 2020: $2,554,513Expenses 2020: $2,120,714Net Income 2020: $433,7992020Revenue 2022: $3,478,018Expenses 2022: $2,883,342Net Income 2022: $594,6762022

Highlighted filing

2018

Revenue$2,567,419
Expenses$2,462,921
Net Income$104,498
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 15, 2019
Return Version
2018v3.1
Gross Receipts
$2,646,847
Mission and Program Overview

Mission

To raise the standards of the profession by assessing testing, and promoting the advancement of the cardiovascular profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,138,537$2,952,390▼ $186,147
Cash and Non-Interest-Bearing Accounts$396,002$664,041▲ $268,039
Savings and Temporary Cash Investments$347,274$353,994▲ $6,720
Prepaid Expenses and Deferred Charges$66,840$38,271▼ $28,569
Land, Buildings, and Equipment, Net$11,844$28,367▲ $16,523
Accounts Receivable$200$7,825▲ $7,625
Total Assets$3,974,809$4,044,888▲ $70,079
Other Assets Total$14,112--
Liabilities
Deferred Revenue$2,221,241$2,434,046▲ $212,805
Accounts Payable and Accrued Expenses$61,228$117,277▲ $56,049
Total Liabilities$2,282,469$2,551,323▲ $268,854
Net Assets / Fund Balance
Unrestricted Net Assets$1,692,340$1,493,565▼ $198,775
Total Net Assets Fund Balance$1,692,340$1,493,565▼ $198,775
Total Liabilities and Net Assets / Fund Balance$3,974,809$4,044,888▲ $70,079

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$28,367$62,535$90,902
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Brad J RobertsChair
Diana L NeuhardtChair
John MaloneyChair
Joseph GironChair
Lisa CannonChair
P Nicole DuncanChair
Serena BierigChair
Travis NayChair
Marsha RobertsPresident
Gail SizePresident-el
Kenneth HortonPast Preside
Rick HoffmanPublic Membe
J Todd BelcikSecretary
Letitia P Esbenshade-smithTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
First Point Management Resources INCManagement1500 SUNDAY DRIVE STE 102, Raleigh, NC 27607$953,000
Ncs PearsonExam AdminPO BOX 599700, San Antonio, TX 78259$341,818
Professional TestingExam Admin301 E PINE ST SUITE 505, Orlando, FL 32801$144,078
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,422,331
Investment Income
$121,248
Other Revenue
$23,840
Change in Net Assets
$104,498
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,462,921
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$953,000
Conferences and Meetings---$350,310
Advertising---$229,797
Office Expenses---$28,142
All Other Expenses---$26,485
Information Technology---$15,618
Other Expenses---$15,600
Insurance---$12,112
Depreciation Depletion---$11,257
Fees for Services Accounting---$7,100
Fees for Services Legal---$2,794
Travel---$732
Total Functional Expenses$0$0$0$2,462,921
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
Yes
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“First point resources handles all management duties”

Form 990, Page 6, Part VI, Line 7A

“Members elect the board of directors.”

Form 990, Page 6, Part VI, Line 11B

“Reviewed by management company and treasurer.”

Form 990, Page 6, Part VI, Line 12C

“The board of trustees is informed of the coi policy at the board meeting annually.”

Form 990, Page 6, Part VI, Line 15A

“The board of directors reviews and approves the management contract.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Cci Nbcvt
EIN
31-1261456
Phone
9197875181
Address
1500 SUNDAY DRIVE SUITE 102, RALEIGH, NC 27607

Signing Officer

Name
Marsha Roberts
Title
President
Phone
9197825181
Signed
2019-03-15

Organization Details

Principal Officer
Marsha Roberts
Voting Board Members
14
Independent Board Members
14
Employees
0

Preparer

Firm
Joyce and Company CPA
Address
104 BRADY CT, CARY, NC 27511
Preparer
Shelton M Ennis CPA
Phone
9194660946
Raw XML Appendix382 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt061228
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0117277
IRS990/AccountsReceivableGrp/BOYAmt0200
IRS990/AccountsReceivableGrp/EOYAmt07825
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO RAISE THE STANDARDS OF THE PROFESSION BY ASSESSING TESTING, AND PROMOTING THE ADVANCEMENT OF THE CARDIOVASCULAR PROFESSION.
IRS990/AdvertisingGrp/TotalAmt0229797
IRS990/AllOtherExpensesGrp/TotalAmt026485
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FIRST POINT RESOURCES
IRS990/BooksInCareOfDetail/PhoneNum09197875181
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01500 SUNDAY DR STE 102
IRS990/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027607
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0396002
IRS990/CashNonInterestBearingGrp/EOYAmt0664041
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt0350310
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0953000
IRS990/ContractorCompensationGrp/CompensationAmt1341818
IRS990/ContractorCompensationGrp/CompensationAmt2144078
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01500 SUNDAY DRIVE STE 102
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO BOX 599700
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2301 E PINE ST SUITE 505
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0RALEIGH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1SAN ANTONIO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2ORLANDO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd027607
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd178259
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd232801
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0FIRST POINT MANAGEMENT RESOURCES INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1NCS PEARSON
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2PROFESSIONAL TESTING
IRS990/ContractorCompensationGrp/ServicesDesc0MANAGEMENT
IRS990/ContractorCompensationGrp/ServicesDesc1EXAM ADMIN
IRS990/ContractorCompensationGrp/ServicesDesc2EXAM ADMIN
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0121248
IRS990/CYOtherExpensesAmt02462921
IRS990/CYOtherRevenueAmt023840
IRS990/CYProgramServiceRevenueAmt02422331
IRS990/CYRevenuesLessExpensesAmt0104498
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02462921
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02567419
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt02221241
IRS990/DeferredRevenueGrp/EOYAmt02434046
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt011257
IRS990/Desc0EXAMINATIONS ARE ADMINISTERED AS A BASIS FOR PROFESSIONAL ACCREDITATION.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/ExpenseAmt01221519
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt07100
IRS990/FeesForServicesLegalGrp/TotalAmt02794
IRS990/FeesForServicesManagementGrp/TotalAmt0953000
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0LETITIA P ESBENSHADE-SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm1KENNETH HORTON
IRS990/Form990PartVIISectionAGrp/PersonNm2GAIL SIZE
IRS990/Form990PartVIISectionAGrp/PersonNm3MARSHA ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm4BRAD J ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm5RICK HOFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6LISA CANNON
IRS990/Form990PartVIISectionAGrp/PersonNm7TRAVIS NAY
IRS990/Form990PartVIISectionAGrp/PersonNm8J TODD BELCIK
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN MALONEY
IRS990/Form990PartVIISectionAGrp/PersonNm10JOSEPH GIRON
IRS990/Form990PartVIISectionAGrp/PersonNm11DIANA L NEUHARDT
IRS990/Form990PartVIISectionAGrp/PersonNm12P NICOLE DUNCAN
IRS990/Form990PartVIISectionAGrp/PersonNm13SERENA BIERIG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT-EL
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PUBLIC MEMBE
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHAIR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0-2598
IRS990/GainOrLossGrp/SecuritiesAmt03144
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt079974
IRS990/GrossReceiptsAmt02646847
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt014
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt015618
IRS990/InsuranceGrp/TotalAmt012112
IRS990/InvestmentIncomeGrp/ExclusionAmt0120702
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0120702
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03138537
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02952390
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt062535
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011844
IRS990/LandBldgEquipBasisNetGrp/EOYAmt028367
IRS990/LandBldgEquipCostOrOtherBssAmt090902
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt02598
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt076830
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO RAISE THE STANDARDS OF THE PROFESSION BY ASSESSING TESTING, AND PROMOTING THE ADVANCEMENT OF THE CARDIOVASCULAR PROFESSION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01692340
IRS990/NetAssetsOrFundBalancesEOYAmt01493565
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0546
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0546
IRS990/NetUnrlzdGainsLossesInvstAmt0-303273
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt028142
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt014112
IRS990/OtherExpensesGrp/Desc0CARDIOVASCULAR TESTING
IRS990/OtherExpensesGrp/Desc1BANK CHARGES AND FEES
IRS990/OtherExpensesGrp/Desc2LAPEL PINS/CERTIFICATES
IRS990/OtherExpensesGrp/Desc3ACCREDITATION
IRS990/OtherExpensesGrp/TotalAmt0733762
IRS990/OtherExpensesGrp/TotalAmt150627
IRS990/OtherExpensesGrp/TotalAmt225585
IRS990/OtherExpensesGrp/TotalAmt315600
IRS990/OtherRevenueMiscGrp/BusinessCd0511140
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc1MAILING LABELS
IRS990/OtherRevenueMiscGrp/ExclusionAmt022590
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt022590
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11250
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt01250
IRS990/OtherRevenueTotalAmt023840
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt066840
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt038271
IRS990/PrincipalOfficerNm0MARSHA ROBERTS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EXAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02422331
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02422331
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0136138
IRS990/PYOtherExpensesAmt02343150
IRS990/PYOtherRevenueAmt035450
IRS990/PYProgramServiceRevenueAmt02301764
IRS990/PYRevenuesLessExpensesAmt0130202
IRS990/PYTotalExpensesAmt02343150
IRS990/PYTotalRevenueAmt02473352
IRS990/ReconcilationRevenueExpnssAmt0104498
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02422331
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0347274
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0353994
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt028367
IRS990ScheduleD/EquipmentGrp/DepreciationAmt062535
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt090902
IRS990ScheduleD/TotalBookValueLandBuildingsAmt028367
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FIRST POINT RESOURCES HANDLES ALL MANAGEMENT DUTIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED BY MANAGEMENT COMPANY AND TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES IS INFORMED OF THE COI POLICY AT THE BOARD MEETING ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE MANAGEMENT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03974809
IRS990/TotalAssetsEOYAmt04044888
IRS990/TotalAssetsGrp/BOYAmt03974809
IRS990/TotalAssetsGrp/EOYAmt04044888
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02462921
IRS990/TotalGrossUBIAmt01250
IRS990/TotalLiabilitiesBOYAmt02282469
IRS990/TotalLiabilitiesEOYAmt02551323
IRS990/TotalLiabilitiesGrp/BOYAmt02282469
IRS990/TotalLiabilitiesGrp/EOYAmt02551323
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01692340
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01493565
IRS990/TotalProgramServiceExpensesAmt01221519
IRS990/TotalProgramServiceRevenueAmt02422331
IRS990/TotalRevenueGrp/ExclusionAmt0143292
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02422877
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02567419
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01250
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03974809
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04044888
IRS990/TravelGrp/TotalAmt0732
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01692340
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01493565
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.CCI-ONLINE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARSHA ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09197825181
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CCI NBCVT
ReturnHeader/Filer/BusinessNameControlTxt0CCIN
ReturnHeader/Filer/EIN0311261456
ReturnHeader/Filer/PhoneNum09197875181
ReturnHeader/Filer/USAddress/AddressLine1Txt01500 SUNDAY DRIVE SUITE 102
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027607
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00DB18BA72969F9092D3449B570FFB56DE9583122
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BFD21D35EAB4E3BCCF53AB49F18A37C1314A7732
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.106.192.70
ReturnHeader/FilingSecurityInformation/IPDt02019-03-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:50:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562202813
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOYCE AND COMPANY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 BRADY CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027511
ReturnHeader/PreparerPersonGrp/PhoneNum09194660946
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELTON M ENNIS CPA
ReturnHeader/ReturnTs02019-03-27T14:50:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,044,888
Liabilities
$2,551,323
Net assets
$1,493,565
Revenue
$2,567,419
Expenses
$2,462,921
Net income
$104,498
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.28$2.84$3.45$3.48$2.88$0.59
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.88$2.82$3.06$2.55$2.12$0.43
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.73$2.44$2.30$2.92$2.53$0.39
2018Detailed filing. Detailed filing data is available for this year.$4.04$2.55$1.49$2.57$2.46$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$2.28$1.69$2.47$2.34$0.13
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.43$2.08$1.34$2.33$2.29$0.04