Civic Intelligence

State Chartered Credit Unions in North Carolina

990 • Fiscal year 2023 • EIN 56-0602721

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

Organization ProfileWWW.NOVACU.COM

View Organization Page

3601 Mulberry Church RoadCharlotte, NC 28208

(704) 392-3418

Siviq Scores

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

Liabilities / Assets

19th percentile

0.86x

Higher debt load relative to assets than 19% of similar nonprofits.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

24th percentile

14.18x

Higher debt load relative to revenue than 24% of similar nonprofits.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2023

Net Margin

11th percentile

2.5%

Higher net margin than 11% of similar nonprofits.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

20th percentile

$159,575

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Source year 2023

Asset Growth

30th percentile

-2.8%

Faster asset growth than 30% of similar nonprofits.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

2.9%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • 501(c)14 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Flat

$120,556,862

Flat from 2023

Net Assets

Flat

$17,134,480

Flat from 2023

Liabilities

Flat

$103,422,382

Flat from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin11th percentile

Revenue

Flat

$7,295,637

Flat from 2023

Expenses

Flat

$7,115,677

Flat from 2023

Net Income

Flat

$179,960

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$150M$100M$50M$0Assets 2010: $78,418,096Liabilities 2010: $68,262,816Net Assets 2010: $10,155,2802010Assets 2011: $78,064,757Liabilities 2011: $67,219,212Net Assets 2011: $10,845,5452011Assets 2012: $81,399,858Liabilities 2012: $70,377,045Net Assets 2012: $11,022,8132012Assets 2013: $83,445,814Liabilities 2013: $72,880,503Net Assets 2013: $10,565,3112013Assets 2014: $86,190,228Liabilities 2014: $75,330,243Net Assets 2014: $10,859,9852014Assets 2015: $85,791,596Liabilities 2015: $74,880,218Net Assets 2015: $10,911,3782015Assets 2016: $114,767,268Liabilities 2016: $97,527,713Net Assets 2016: $17,239,5552016Assets 2017: $111,964,445Liabilities 2017: $94,112,126Net Assets 2017: $17,852,3192017Assets 2018: $107,745,310Liabilities 2018: $89,782,942Net Assets 2018: $17,962,3682018Assets 2019: $106,297,179Liabilities 2019: $87,343,641Net Assets 2019: $18,953,5382019Assets 2020: $120,071,180Liabilities 2020: $101,392,406Net Assets 2020: $18,678,7742020Assets 2021: $129,418,151Liabilities 2021: $110,430,010Net Assets 2021: $18,988,1412021Assets 2022: $124,030,891Liabilities 2022: $107,238,601Net Assets 2022: $16,792,2902022Assets 2023: $120,556,862Liabilities 2023: $103,422,382Net Assets 2023: $17,134,4802023Assets 2023: $120,556,862Liabilities 2023: $103,422,382Net Assets 2023: $17,134,4802023

Highlighted filing

2023

Assets$120,556,862
Liabilities$103,422,382
Net Assets$17,134,480
Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $5,234,6832010Expenses 2011: $5,069,8592011Expenses 2012: $4,662,3322012Revenue 2013: $4,867,523Expenses 2013: $4,671,656Net Income 2013: $195,8672013Revenue 2014: $4,968,257Expenses 2014: $4,784,257Net Income 2014: $184,0002014Revenue 2015: $4,866,771Expenses 2015: $4,805,456Net Income 2015: $61,3152015Revenue 2016: $7,669,862Expenses 2016: $7,293,136Net Income 2016: $376,7262016Revenue 2017: $7,872,644Expenses 2017: $7,225,440Net Income 2017: $647,2042017Revenue 2018: $7,923,824Expenses 2018: $7,545,205Net Income 2018: $378,6192018Revenue 2019: $7,707,216Expenses 2019: $7,625,366Net Income 2019: $81,8502019Revenue 2020: $6,983,179Expenses 2020: $7,886,341Net Income 2020: -$903,1622020Revenue 2021: $7,509,180Expenses 2021: $6,501,332Net Income 2021: $1,007,8482021Revenue 2022: $7,093,444Expenses 2022: $5,913,646Net Income 2022: $1,179,7982022Revenue 2023: $7,295,637Expenses 2023: $7,115,677Net Income 2023: $179,9602023Revenue 2023: $7,295,637Expenses 2023: $7,115,677Net Income 2023: $179,9602023

Highlighted filing

2023

Revenue$7,295,637
Expenses$7,115,677
Net Income$179,960
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Gross Receipts
$7,295,637
Mission and Program Overview

Mission

LOANS TO MEMBERS

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$72,770,352$69,133,717▼ $3,636,635
Investments Program Related$28,397,755$23,478,446▼ $4,919,309
Savings and Temporary Cash Investments$10,904,950$15,556,856▲ $4,651,906
Land, Buildings, and Equipment, Net$4,715,389$4,739,950▲ $24,561
Cash and Non-Interest-Bearing Accounts$2,106,766$2,353,048▲ $246,282
Prepaid Expenses and Deferred Charges$241,334$404,480▲ $163,146
Accounts Receivable$44,220--
Total Assets$124,030,891$120,556,862▼ $3,474,029
Other Assets Total$4,850,125$4,890,365▲ $40,240
Liabilities
Other Liabilities$106,025,543$100,511,503▼ $5,514,040
Accounts Payable and Accrued Expenses$1,213,058$2,910,879▲ $1,697,821
Total Liabilities$107,238,601$103,422,382▼ $3,816,219
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,792,290$17,134,480▲ $342,190
Total Net Assets Fund Balance$16,792,290$17,134,480▲ $342,190
Total Liabilities and Net Assets / Fund Balance$124,030,891$120,556,862▼ $3,474,029

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,237,419$3,501,190$5,738,609
Land$2,044,199-$2,044,199
Equipment$450,382$1,479,655$1,930,037
Other Land Buildings$7,950$9,250$17,200
Investment Program Related Org$1,487,704--
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle HayesPresident/ceFT$159,575-$159,575
Michelle HayesPresident/CEO-$151,852$7,723$159,575

Board Members and Trustees

NameTitle
Phillip KridelChairman
John GeterVice Chairma
Huyla JacksonBoard Member
Lori KawulokBoard Member
Rita EllisonBoard Member
Roy MontagueBoard Member
Sherry GordonBoard Member
Lola BumbargerSecretary
Kim BogganTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,252,697
Investment Income
$1,042,940
Other Revenue
$0
Change in Net Assets
$179,960
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,092,831
Salaries, Compensation, and Employee Benefits$3,022,846
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,720,561$302,285-$3,022,846
Office Expenses$1,242,302--$1,242,302
Interest$457,689--$457,689
Occupancy$390,495--$390,495
Advertising$262,812--$262,812
Conferences and Meetings$56,096--$56,096
Other Expenses$47,524$68,841-$47,524
All Other Expenses$-233,880--$-233,880
Total Functional Expenses$6,744,551$371,126$0$7,115,677
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Shares$100,511,503
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“MEMBERS”

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

“At the credit union's annual meeting, the membership elects the board of directors”

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

“Board of directors and supervisory committee member are selected by the members of the credit union.”

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

“The organization reviews the form 990 to ensure that there are no omissions or misstatements.”

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

“New conflict of interest agreements are signed annually. Employee handbooks cover conflict of interest policies and procedures.”

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

“The board of directors approves the president's annual salary.”

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

“The president approves salaries for employees.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available to the public upon request. Persons may come into the credit union's branches and request a copy of any of our governing documents. Some documents are posted in the branch lobbies.”

Filing and Contact Details

Filer

Filer Name
Nova Credit Union
EIN
56-0602721
Phone
7043923418
Address
3601 MULBERRY CHURCH ROAD, CHARLOTTE, NC 28208

Signing Officer

Name
Michelle Hayes
Title
President/CEO
Phone
7043923418
Signed
2024-05-09

Organization Details

Principal Officer
Michelle Hayes
Formed
1934
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
53

Preparer

Firm
Cantey Tiller Pierce & Green Llp
Address
PO BOX 862, CAMDEN, SC 29021
Preparer
Janet M Pierce
Phone
8034321436
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“During the year, the credit union served its members by providing loans at reasonable rates. It also accepted deposits and paid reasonable rates of interest on those deposits.”

Form 990, Part XI, Line 9

“One time cecl adjustment -102,625”

Raw XML Appendix387 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/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21237018
IRS990/ProgSrvcAccomActyOtherGrp/Desc0DURING THE YEAR, THE CREDIT UNION SERVED ITS MEMBERS BY PROVIDING LOANS AT REASONABLE RATES. IT ALSO ACCEPTED DEPOSITS AND PAID REASONABLE RATES OF INTEREST ON THOSE DEPOSITS.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0793545
IRS990/PYOtherExpensesAmt02873384
IRS990/PYProgramServiceRevenueAmt06299899
IRS990/PYRevenuesLessExpensesAmt01179798
IRS990/PYSalariesCompEmpBnftPaidAmt03040262
IRS990/PYTotalExpensesAmt05913646
IRS990/PYTotalRevenueAmt07093444
IRS990/ReconcilationRevenueExpnssAmt0179960
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010904950
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015556856
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt02237419
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03501190
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05738609
IRS990ScheduleD/EquipmentGrp/BookValueAmt0450382
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01479655
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01930037
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt08913222
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt18471565
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt24605955
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt31487704
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0INVESTMENTS 5-10 YEARS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1INVESTMENTS 1-3 YEARS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2INVESTMENTS 3-5 YEARS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3INVESTMENTS OVER 10 YEARS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3C
IRS990ScheduleD/LandGrp/BookValueAmt02044199
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02044199
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07950
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt09250
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt017200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0100511503
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04739950
IRS990ScheduleD/TotalBookValueProgramRltdAmt023478446
IRS990ScheduleD/TotalLiabilityAmt0100511503
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0151852
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt07723
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHELLE HAYES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0159575
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DURING THE YEAR, THE CREDIT UNION SERVED ITS MEMBERS BY PROVIDING LOANS AT REASONABLE RATES. IT ALSO ACCEPTED DEPOSITS AND PAID REASONABLE RATES OF INTEREST ON THOSE DEPOSITS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT THE CREDIT UNION'S ANNUAL MEETING, THE MEMBERSHIP ELECTS THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD OF DIRECTORS AND SUPERVISORY COMMITTEE MEMBER ARE SELECTED BY THE MEMBERS OF THE CREDIT UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION REVIEWS THE FORM 990 TO ENSURE THAT THERE ARE NO OMISSIONS OR MISSTATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NEW CONFLICT OF INTEREST AGREEMENTS ARE SIGNED ANNUALLY. EMPLOYEE HANDBOOKS COVER CONFLICT OF INTEREST POLICIES AND PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF DIRECTORS APPROVES THE PRESIDENT'S ANNUAL SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE PRESIDENT APPROVES SALARIES FOR EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. PERSONS MAY COME INTO THE CREDIT UNION'S BRANCHES AND REQUEST A COPY OF ANY OF OUR GOVERNING DOCUMENTS. SOME DOCUMENTS ARE POSTED IN THE BRANCH LOBBIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ONE TIME CECL ADJUSTMENT -102,625
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0124030891
IRS990/TotalAssetsEOYAmt0120556862
IRS990/TotalAssetsGrp/BOYAmt0124030891
IRS990/TotalAssetsGrp/EOYAmt0120556862
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt053
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0371126
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06744551
IRS990/TotalFunctionalExpensesGrp/TotalAmt07115677
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0107238601
IRS990/TotalLiabilitiesEOYAmt0103422382
IRS990/TotalLiabilitiesGrp/BOYAmt0107238601
IRS990/TotalLiabilitiesGrp/EOYAmt0103422382
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016792290
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt017134480
IRS990/TotalProgramServiceRevenueAmt06252697
IRS990/TotalReportableCompFromOrgAmt0159575
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07295637
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07295637
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0124030891
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0120556862
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07481 KATELYN COURT
IRS990/USAddress/CityNm0HARRISBURG
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028075
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.NOVACU.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE HAYES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07043923418
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NOVA CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0NOVA
ReturnHeader/Filer/EIN0560602721
ReturnHeader/Filer/PhoneNum07043923418
ReturnHeader/Filer/USAddress/AddressLine1Txt03601 MULBERRY CHURCH ROAD
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028208
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570568919
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CANTEY TILLER PIERCE & GREEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 862
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029021
ReturnHeader/PreparerPersonGrp/PhoneNum08034321436
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET M PIERCE
ReturnHeader/ReturnTs02024-05-13T12:01:08-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHELLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAYES
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,556,862
Liabilities
$103,422,382
Net assets
$17,134,480
Revenue
$7,295,637
Expenses
$7,115,677
Net income
$179,960
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$121$103$17.1$7.30$7.12$0.18
2023Summary only. Only limited summary data is available for this year.$121$103$17.1$7.30$7.12$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$124$107$16.8$7.09$5.91$1.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$129$110$19.0$7.51$6.50$1.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$120$101$18.7$6.98$7.89$0.90
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$106$87.3$19.0$7.71$7.63$0.08
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$108$89.8$18.0$7.92$7.55$0.38
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$112$94.1$17.9$7.87$7.23$0.65
2016Summary only. Only limited summary data is available for this year.$115$97.5$17.2$7.67$7.29$0.38
2015Detailed filing. Detailed filing data is available for this year.$85.8$74.9$10.9$4.87$4.81$0.06
2014Detailed filing. Detailed filing data is available for this year.$86.2$75.3$10.9$4.97$4.78$0.18
2013Detailed filing. Detailed filing data is available for this year.$83.4$72.9$10.6$4.87$4.67$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$81.4$70.4$11.0$4.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.1$67.2$10.8$5.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.4$68.3$10.2$5.23