Civic Intelligence

The Bishop Memorial Home

EIN 51-0207529 • 501(c)3 • New Bern, NC

Profile

Maintenance of a home for the aged

217 Change StNew Bern, NC 28560

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

53rd percentile

6.0%

Higher net margin than 53% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

45th percentile

1.2%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

48th percentile

5.5%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$790,904

Up $9,540 (+1.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$790,904

Up $9,540 (+1.2%) from 2024

Revenue

Up

$160,015

Up $8,373 (+5.5%) from 2024

Expenses

Up

$150,475

Up $6,726 (+4.7%) from 2024

Net Income

Up

$9,540

Up $1,647 (+21%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $948,059Liabilities 2011: $0Net Assets 2011: $948,0592011Assets 2012: $922,261Liabilities 2012: $0Net Assets 2012: $922,2612012Assets 2013: $884,931Liabilities 2013: $0Net Assets 2013: $884,9312013Assets 2014: $848,897Liabilities 2014: $0Net Assets 2014: $848,8972014Assets 2015: $839,026Liabilities 2015: $0Net Assets 2015: $839,0262015Assets 2016: $828,293Liabilities 2016: $0Net Assets 2016: $828,2932016Assets 2017: $803,957Liabilities 2017: $0Net Assets 2017: $803,9572017Assets 2018: $803,033Liabilities 2018: $0Net Assets 2018: $803,0332018Assets 2019: $774,158Liabilities 2019: $0Net Assets 2019: $774,1582019Assets 2020: $770,981Liabilities 2020: $0Net Assets 2020: $770,9812020Assets 2021: $753,376Liabilities 2021: $0Net Assets 2021: $753,3762021Assets 2022: $747,158Liabilities 2022: $0Net Assets 2022: $747,1582022Assets 2023: $773,471Liabilities 2023: $0Net Assets 2023: $773,4712023Assets 2024: $781,364Liabilities 2024: $0Net Assets 2024: $781,3642024Assets 2025: $790,904Liabilities 2025: $0Net Assets 2025: $790,9042025

Highlighted filing

2025

Assets$790,904
Liabilities$0
Net Assets$790,904

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $102,387Expenses 2011: $127,368Net Income 2011: -$24,9812011Revenue 2012: $105,251Expenses 2012: $131,049Net Income 2012: -$25,7982012Revenue 2013: $101,005Expenses 2013: $138,335Net Income 2013: -$37,3302013Revenue 2014: $109,114Expenses 2014: $145,148Net Income 2014: -$36,0342014Revenue 2015: $124,706Expenses 2015: $134,577Net Income 2015: -$9,8712015Revenue 2016: $123,523Expenses 2016: $134,256Net Income 2016: -$10,7332016Revenue 2017: $118,978Expenses 2017: $143,314Net Income 2017: -$24,3362017Revenue 2018: $121,374Expenses 2018: $122,298Net Income 2018: -$9242018Revenue 2019: $131,940Expenses 2019: $160,815Net Income 2019: -$28,8752019Revenue 2020: $133,900Expenses 2020: $137,077Net Income 2020: -$3,1772020Revenue 2021: $142,711Expenses 2021: $160,316Net Income 2021: -$17,6052021Revenue 2022: $148,970Expenses 2022: $155,188Net Income 2022: -$6,2182022Revenue 2023: $158,134Expenses 2023: $131,821Net Income 2023: $26,3132023Revenue 2024: $151,642Expenses 2024: $143,749Net Income 2024: $7,8932024Revenue 2025: $160,015Expenses 2025: $150,475Net Income 2025: $9,5402025

Highlighted filing

2025

Revenue$160,015
Expenses$150,475
Net Income$9,540

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$1.60$1.50$0.10
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.81$0.00$7.81$1.52$1.44$0.08
2023Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$1.58$1.32$0.26
2022Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$1.49$1.55$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.53$0.00$7.53$1.43$1.60$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.71$0.00$7.71$1.34$1.37$0.03
2019Summary only. Only limited summary data is available for this year.$7.74$0.00$7.74$1.32$1.61$0.29
2018Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$1.21$1.22$0.01
2017Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$1.19$1.43$0.24
2016Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$1.24$1.34$0.11
2015Detailed filing. Detailed filing data is available for this year.$8.39$0.00$8.39$1.25$1.35$0.10
2014Detailed filing. Detailed filing data is available for this year.$8.49$0.00$8.49$1.09$1.45$0.36
2013Summary only. Only limited summary data is available for this year.$8.85$0.00$8.85$1.01$1.38$0.37
2012Summary only. Only limited summary data is available for this year.$9.22$0.00$9.22$1.05$1.31$0.26
2011Summary only. Only limited summary data is available for this year.$9.48$0.00$9.48$1.02$1.27$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$160,015
Mission and Program Overview

Mission

Maintenance of a home for the aged

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$444,890$477,600▲ $32,710
Savings and Temporary Cash Investments$330,949$309,256▼ $21,693
Cash and Non-Interest-Bearing Accounts$5,525$4,048▼ $1,477
Total Assets$781,364$790,904▲ $9,540
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$444,890$477,600▲ $32,710
Net Assets Without Donor Restrictions$336,474$313,304▼ $23,170
Total Net Assets Fund Balance$781,364$790,904▲ $9,540
Total Liabilities and Net Assets / Fund Balance$781,364$790,904▲ $9,540

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$237,546$1,093,364-
Other Land Buildings$561$93,775-
Land$111,166--
Equipment$7,760$87,249-
Leasehold Improvements$120,567$75,524-
Compensation and Service Providers

Board Members and Trustees

NameTitle
John G Dunn IiiChairman
Ann GoldmanDirector
Ellen ChanceDirector
Ethridge RicksDirector
Julia SpeightDirector
Phoebe BrileyDirector
Ben ParrishTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$60,320
Program Service Revenue
$91,816
Investment Income
$7,879
Other Revenue
$0
All Other Contributions
$60,320
Change in Net Assets
$9,540
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$150,475
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
Occupancy$99,216--$99,216
Depreciation Depletion$22,640--$22,640
Insurance$20,377--$20,377
Office Expenses$5,132--$5,132
Fees for Services Accounting$2,473--$2,473
Other Expenses$5--$5
Total Functional Expenses$150,475$0$0$150,475
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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

The form 990 is provided to the directors and reviewed by them at the regular board meeting prior to filing.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
The Bishop Memorial Home
EIN
51-0207529
Phone
2526713353
Address
217 CHANGE ST, NEW BERN, NC 28560

Signing Officer

Name
John G Dunn Iii
Title
Chairman
Phone
2524631726
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John G Dunn Iii
Formed
2003
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Pbmares Llp
Address
3120 WELLONS BLVD, NEW BERN, NC 28562
Preparer
Penny H Williams
Phone
2526375154
Raw XML Appendix348 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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IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW BERN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028562
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IRS990/DescribedInSection501c3Ind01
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/IRPDocumentCnt00
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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0561
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt093775
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt094336
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0477600
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO THE DIRECTORS AND REVIEWED BY THEM AT THE REGULAR BOARD MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0781364
IRS990/TotalAssetsEOYAmt0790904
IRS990/TotalAssetsGrp/BOYAmt0781364
IRS990/TotalAssetsGrp/EOYAmt0790904
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt060320
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0150475
IRS990/TotalFunctionalExpensesGrp/TotalAmt0150475
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0781364
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0790904
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0150475
IRS990/TotalProgramServiceRevenueAmt091816
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt099695
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0160015
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0781364
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0790904
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03420 STRATFORD ROAD
IRS990/USAddress/CityNm0NEW BERN
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028562
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN G DUNN III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02524631726
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BISHOP MEMORIAL HOME
ReturnHeader/Filer/BusinessNameControlTxt0BISH
ReturnHeader/Filer/EIN0510207529
ReturnHeader/Filer/PhoneNum02526713353
ReturnHeader/Filer/USAddress/AddressLine1Txt0217 CHANGE ST
ReturnHeader/Filer/USAddress/CityNm0NEW BERN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028560
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540737372
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PBMARES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03120 WELLONS BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW BERN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028562
ReturnHeader/PreparerPersonGrp/PhoneNum02526375154
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PENNY H WILLIAMS
ReturnHeader/ReturnTs02025-11-12T07:36:45-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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