Civic Intelligence

Historic Belmont Foundation

990EZ • Fiscal year 2017 • EIN 47-4953972

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization ProfileN/A
215 N Main StreetBelmont, NC 28012

(704) 560-6889

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

2017 filings • NTEE A80 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.00x

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

2017 filings • NTEE A80 • <$500k nonprofits • Source year 2017

Net Margin

87th percentile

69%

Higher net margin than 87% of similar nonprofits.

2017 filings • NTEE A80 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • NTEE A80 • <$500k nonprofits • Source year 2017

Asset Growth

88th percentile

63%

Faster asset growth than 88% of similar nonprofits.

2017 filings • NTEE A80 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

102%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • NTEE A80 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$27,642

Up $10,692 (+63%) from 2016

Net Assets

Up

$27,642

Up $10,692 (+63%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin87th percentile

Revenue

Up

$15,527

Up $7,856 (+102%) from 2016

Expenses

Down

$4,835

Down $4,279 (-47%) from 2016

Net Income

Up

$10,692

Up $12,135 (+841%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$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

2017

Assets$27,642
Liabilities$0
Net Assets$27,642
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$15,527
Expenses$4,835
Net Income$10,692
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Gross Receipts
$15,527
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-$4,835
Compensation and Service Providers
Top Officer Pay86th 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
2018-05-15

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

“TOUR EXPENSES 4835.”

Raw XML Appendix126 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/PersonNm0WENDY HOSTETLER
IRS990EZ/BooksInCareOfDetail/PhoneNum07045606889
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0215 N MAIN ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028012
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016950
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027642
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010692
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016950
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027642
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt015527
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016950
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027642
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016950
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027642
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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/OtherExpensesTotalAmt04835
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRESERVE HISTORIC PROPERTY AND EDUCATE THE PUBLIC ON BENEFIT OF PRESERVATION EFFORTS
IRS990EZ/ProgramServiceRevenueAmt015527
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RENEWED HISTORIC GROUP TRADITIONAL TO BELMONT, NC
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04835
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04835
IRS990EZ/TotalProgramServiceExpensesAmt04835
IRS990EZ/TotalRevenueAmt015527
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0490
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0490
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0490
IRS990ScheduleA/Total509Grp/TotalAmt0490
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TOUR EXPENSES 4835.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID HOSTETLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07045606889
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC BELMONT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0474953972
ReturnHeader/Filer/PhoneNum07045606889
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 N MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0BELMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028012
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07BDBE1A81E6E39905AF7DDA6CE69061F0A464E2D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07BDBE1A81E6E39905AF7DDA6CE69061F0A464E2D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.231.72.37
ReturnHeader/FilingSecurityInformation/IPDt02018-09-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:51:45
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/PreparationDt02018-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROD SMALLWOOD
ReturnHeader/ReturnTs02018-09-17T10:54:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,642
Liabilities
$0
Net assets
$27,642
Revenue
$15,527
Expenses
$4,835
Net income
$10,692
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