Civic Intelligence

Historic Belmont Foundation

EIN 47-4953972 • 501(c)3 • Belmont, NC

Profile

Preserve historic property and educate the public on benefit of preservation efforts

215 N Main StreetBelmont, NC 28012

n/A

Siviq Scores

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

Liabilities / Assets

70th percentile

0.00x

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

NTEE A80 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.00x

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

NTEE A80 • <$500k nonprofits • Source year 2020

Net Margin

80th percentile

65%

Higher net margin than 80% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Source year 2020

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Source year 2018

Asset Growth

31st percentile

-2.4%

Faster asset growth than 31% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Annualized from 2018 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2020

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$25,742

Down $1,257 (-4.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue71st percentileNet Margin80th percentile

Revenue

Up

$2,739

Up $2,739 from 2018

Expenses

Up

$954

Up $311 (+48%) from 2018

Net Income

Up

$1,785

Up $2,428 (+378%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$30K$20K$10K$0Assets 2015: $18,393Net Assets 2015: $18,3932015Assets 2016: $16,950Liabilities 2016: $0Net Assets 2016: $16,9502016Assets 2017: $27,642Liabilities 2017: $0Net Assets 2017: $27,6422017Assets 2018: $26,999Liabilities 2018: $0Net Assets 2018: $26,9992018Assets 2020: $25,742Liabilities 2020: $02020

Highlighted filing

2020

Assets$25,742
Liabilities$0
Net Assets-
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10KRevenue 2015: $21,732Expenses 2015: $3,339Net Income 2015: $18,3932015Revenue 2016: $7,671Expenses 2016: $9,114Net Income 2016: -$1,4432016Revenue 2017: $15,527Expenses 2017: $4,835Net Income 2017: $10,6922017Revenue 2018: $0Expenses 2018: $643Net Income 2018: -$6432018Revenue 2020: $2,739Expenses 2020: $954Net Income 2020: $1,7852020

Highlighted filing

2020

Revenue$2,739
Expenses$954
Net Income$1,785
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$25,742
Liabilities
$0
Net assets
-
Revenue
$2,739
Expenses
$954
Net income
$1,785
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Summary only. Only limited summary data is available for this year.$25.7$0.00$2.74$0.95$1.79
2018Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$0.00$0.64$0.64
2017Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$15.5$4.84$10.7
2016Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$7.67$9.11$1.44
2015Detailed filing. Detailed filing data is available for this year.$18.4$18.4$21.7$3.34$18.4
Latest Detailed Filing

The latest 2020 filing currently has summary financial data only. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 1, 2019
Return Version
2018v3.1
Mission and Program Overview

Mission

Preserve historic property and educate the public on benefit of preservation efforts

Program Services

DescriptionGrantsExpenses
RENEWED HISTORIC GROUP TRADITIONAL TO BELMONT, NC$0$643
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID HOSTETLERChairmanPT$0--
TANNER SMITHVice ChaimanPT$0--
WENDY HOSTETLERTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Historic Belmont Foundation
EIN
47-4953972
Phone
7045606889
Address
215 N MAIN STREET, BELMONT, NC 28012

Signing Officer

Name
David Hostetler
Title
Chairman
Phone
7045606889
Signed
2019-11-01

Preparer

Firm
Rodney E Smallwood CPA
Address
32 N MAIN STREET SUITE 303, BELMONT, NC 28012
Preparer
Rod Smallwood
Phone
7048258193
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“WEB FEES 303.”

Form 990EZ, Part I, Line 16

“MERCHANT FEE 120.”

Form 990EZ, Part I, Line 16

“OTHER EXPENSE 170.”

Form 990EZ, Part I, Line 16

“DUES 50.”

Raw XML Appendix150 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum07045606889
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028012
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027642
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-643
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID HOSTETLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TANNER SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WENDY HOSTETLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0643
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRESERVE HISTORIC PROPERTY AND EDUCATE THE PUBLIC ON BENEFIT OF PRESERVATION EFFORTS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RENEWED HISTORIC GROUP TRADITIONAL TO BELMONT, NC
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0643
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0643
IRS990EZ/TotalProgramServiceExpensesAmt0643
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0490
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0490
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0490
IRS990ScheduleA/Total509Grp/TotalAmt0490
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WEB FEES 303.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MERCHANT FEE 120.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER EXPENSE 170.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES 50.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02020-04-17 16:48:07Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07045606889
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC BELMONT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0474953972
ReturnHeader/Filer/PhoneNum07045606889
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ReturnHeader/Filer/USAddress/ZIPCd028012
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.138.76.79
ReturnHeader/FilingSecurityInformation/IPDt02019-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm007:14:05
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RODNEY E SMALLWOOD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032 N MAIN STREET SUITE 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028012
ReturnHeader/PreparerPersonGrp/PhoneNum07048258193
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROD SMALLWOOD
ReturnHeader/ReturnTs02019-11-13T07:14:39-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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