Civic Intelligence

Bertie County Farm Bureau Inc

990 • Fiscal year 2017 • EIN 56-0900427

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 23, 2018

P O Box 130Windsor, NC 27983-0130

(252) 794-3004

Siviq Scores

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

Liabilities / Assets

90th percentile

0.14x

Higher debt load relative to assets than 90% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

98th percentile

0.77x

Higher debt load relative to revenue than 98% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

77th percentile

17%

Higher net margin than 77% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

39th percentile

0.1%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

64th percentile

5.1%

Faster revenue growth than 64% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$337,774

Up $318 (+0.1%) from 2016

Net Assets

Up

$290,169

Up $10,439 (+3.7%) from 2016

Liabilities

Down

$47,605

Down $10,121 (-18%) from 2016

Revenue

Up

$61,724

Up $3,004 (+5.1%) from 2016

Expenses

Down

$51,285

Down $604 (-1.2%) from 2016

Net Income

Up

$10,439

Up $3,608 (+53%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $336,625Liabilities 2011: $132,000Net Assets 2011: $204,6252011Assets 2012: $379,347Liabilities 2012: $93,086Net Assets 2012: $286,2612012Assets 2013: $365,218Liabilities 2013: $84,959Net Assets 2013: $280,2592013Assets 2014: $349,393Liabilities 2014: $76,375Net Assets 2014: $273,0182014Assets 2015: $340,205Liabilities 2015: $67,306Net Assets 2015: $272,8992015Assets 2016: $337,456Liabilities 2016: $57,726Net Assets 2016: $279,7302016Assets 2017: $337,774Liabilities 2017: $47,605Net Assets 2017: $290,1692017Assets 2018: $333,790Liabilities 2018: $36,913Net Assets 2018: $296,8772018Assets 2019: $336,868Liabilities 2019: $25,619Net Assets 2019: $311,2492019Assets 2020: $351,706Liabilities 2020: $13,687Net Assets 2020: $338,0192020Assets 2021: $343,013Liabilities 2021: $0Net Assets 2021: $343,0132021Assets 2022: $335,774Liabilities 2022: $0Net Assets 2022: $335,7742022Assets 2023: $345,871Liabilities 2023: $0Net Assets 2023: $345,8712023Assets 2024: $354,766Liabilities 2024: $0Net Assets 2024: $354,7662024

Highlighted filing

2017

Assets$337,774
Liabilities$47,605
Net Assets$290,169

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $106,446Expenses 2011: $110,636Net Income 2011: -$4,1902011Expenses 2012: $52,2362012Revenue 2013: $58,281Expenses 2013: $64,283Net Income 2013: -$6,0022013Revenue 2014: $54,621Expenses 2014: $61,862Net Income 2014: -$7,2412014Revenue 2015: $55,202Expenses 2015: $55,321Net Income 2015: -$1192015Revenue 2016: $58,720Expenses 2016: $51,889Net Income 2016: $6,8312016Revenue 2017: $61,724Expenses 2017: $51,285Net Income 2017: $10,4392017Revenue 2018: $57,684Expenses 2018: $50,976Net Income 2018: $6,7082018Revenue 2019: $61,182Expenses 2019: $46,810Net Income 2019: $14,3722019Revenue 2020: $65,682Expenses 2020: $38,912Net Income 2020: $26,7702020Revenue 2021: $54,916Expenses 2021: $45,945Net Income 2021: $8,9712021Revenue 2022: $46,866Expenses 2022: $45,894Net Income 2022: $9722022Revenue 2023: $44,819Expenses 2023: $47,960Net Income 2023: -$3,1412023Revenue 2024: $56,630Expenses 2024: $51,634Net Income 2024: $4,9962024

Highlighted filing

2017

Revenue$61,724
Expenses$51,285
Net Income$10,439
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 23, 2018
Return Version
2017v2.3
Gross Receipts
$90,616
Mission and Program Overview

Mission

Private, non-profit organization created to develop, foster, promote and protect programs for the welfare of farm people, including their economic, social and educational well-being.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$294,784$285,321▼ $9,463
Loans From Officers Directors$57,726$47,605▼ $10,121
Savings and Temporary Cash Investments$30,075$30,129▲ $54
Cash and Non-Interest-Bearing Accounts$12,597$22,324▲ $9,727
Total Assets$337,456$337,774▲ $318
Liabilities
Total Liabilities$57,726$47,605▼ $10,121
Net Assets / Fund Balance
Unrestricted Net Assets$279,730$290,169▲ $10,439
Total Net Assets Fund Balance$279,730$290,169▲ $10,439
Total Liabilities and Net Assets / Fund Balance$337,456$337,774▲ $318

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$225,065$54,008$279,073
Land$55,297-$55,297
Other Land Buildings$4,959$24,208$29,167
Equipment-$169$169
Compensation and Service Providers

Board Members and Trustees

NameTitle
Shelby CastelloePresident
Carl BondV-president
Charles HardenMember - Bod
Sid CopelandMember - Bod
Wood FarlessMember - Bod
Jim MorrisMember-bod
Joey BakerMember-bod
John StallingsMember-bod
Lori HarrellMember-bod
Matt ArvisMember-bod
Lyman HarrellSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$33,450
Program Service Revenue
$0
Investment Income
$54
Other Revenue
$28,220
Change in Net Assets
$10,439
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$48,160
Grants and Similar Amounts Paid$3,125
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$19,386
Occupancy---$7,229
Grants to Domestic Orgs---$3,125
Conferences and Meetings---$2,836
Office Expenses---$1,294
Fees for Services Accounting---$1,000
Interest---$925
Insurance---$868
Other Expenses---$857
All Other Expenses---$809
Total Functional Expenses$0$0$0$51,285
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$57,726$47,605▼ $10,121
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
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, Page 6, Part VI, Line 6

Members are persons and partnerships, unincorporated associations and corporations organized for agricultural purposes, actively engaged in the production of such products, lessors or landlords who receive rent, either in kind or in cash, all or part of the crop raised on the leased or rented premises, are eligible for membership in this organization. Members in good standing shall be entitled to vote at any regular or special meeting of members of the organization and each member shall have one vote. Associate members are interested in agriculture and shall not be eligible to hold office in this corporation and shall not be entitled to vote in the meetings or proceedings thereof.

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

Regular members have the right to vote at the organizations annual meeting for the governing body as slated by the nominating committee. Regular members have the privilege to vote at special called meetings to fill vacancies or they can vote to defer filing a vacancy until the next annual meeting

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

The county president reviews the form 990 and signs the return prior to mailing. The form 990 is not reviewed by the governing body.

Form 990, Page 6, Part VI, Line 19

If anyone were to inquire about viewing the form 990 or the governing documents the county liaison would make them available during regular business hours.

Filing and Contact Details

Filer

Filer Name
Bertie County Farm Bureau
EIN
56-0900427
Phone
2527943004
Address
P O BOX 130, WINDSOR, NC 27983-0130

Signing Officer

Name
Shelby Castelloe
Title
President
Phone
2527943004
Signed
2018-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelby Castelloe
Formed
1963
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
155

Preparer

Firm
A T Allen & Company Llp Cpas
Address
2245 GATEWAY ACCESS PT STE 201, RALEIGH, NC 27607
Preparer
Ronald G Pittman
Phone
9197817550
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy2Grp/Desc0PUBLIC AWARENESS ACTIVITIES - TO INFORM THE PUBLIC OF THE IMPORTANCE OF AGRICULTURE TO THE ECONOMY OF THE COUNTY. COORDINATED AND HELPED TO SPONSER EVENTS WITH OTHER AGRICULTURE AND COMMUNITY GROUPS TO RAISE THE PUBLIC AWARENESS OF AGRICULTURAL ENTERPRISES WITHIN THE COUNTY AND TO INCREASE FARMER'S PRODUCTION KNOWLEDGE.
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0FORMER MEMBER-BOD
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt047605
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS ARE PERSONS AND PARTNERSHIPS, UNINCORPORATED ASSOCIATIONS AND CORPORATIONS ORGANIZED FOR AGRICULTURAL PURPOSES, ACTIVELY ENGAGED IN THE PRODUCTION OF SUCH PRODUCTS, LESSORS OR LANDLORDS WHO RECEIVE RENT, EITHER IN KIND OR IN CASH, ALL OR PART OF THE CROP RAISED ON THE LEASED OR RENTED PREMISES, ARE ELIGIBLE FOR MEMBERSHIP IN THIS ORGANIZATION. MEMBERS IN GOOD STANDING SHALL BE ENTITLED TO VOTE AT ANY REGULAR OR SPECIAL MEETING OF MEMBERS OF THE ORGANIZATION AND EACH MEMBER SHALL HAVE ONE VOTE. ASSOCIATE MEMBERS ARE INTERESTED IN AGRICULTURE AND SHALL NOT BE ELIGIBLE TO HOLD OFFICE IN THIS CORPORATION AND SHALL NOT BE ENTITLED TO VOTE IN THE MEETINGS OR PROCEEDINGS THEREOF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REGULAR MEMBERS HAVE THE RIGHT TO VOTE AT THE ORGANIZATIONS ANNUAL MEETING FOR THE GOVERNING BODY AS SLATED BY THE NOMINATING COMMITTEE. REGULAR MEMBERS HAVE THE PRIVILEGE TO VOTE AT SPECIAL CALLED MEETINGS TO FILL VACANCIES OR THEY CAN VOTE TO DEFER FILING A VACANCY UNTIL THE NEXT ANNUAL MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COUNTY PRESIDENT REVIEWS THE FORM 990 AND SIGNS THE RETURN PRIOR TO MAILING. THE FORM 990 IS NOT REVIEWED BY THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IF ANYONE WERE TO INQUIRE ABOUT VIEWING THE FORM 990 OR THE GOVERNING DOCUMENTS THE COUNTY LIAISON WOULD MAKE THEM AVAILABLE DURING REGULAR BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
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 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0337456
IRS990/TotalAssetsEOYAmt0337774
IRS990/TotalAssetsGrp/BOYAmt0337456
IRS990/TotalAssetsGrp/EOYAmt0337774
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt033450
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt051285
IRS990/TotalGrossUBIAmt023194
IRS990/TotalLiabilitiesBOYAmt057726
IRS990/TotalLiabilitiesEOYAmt047605
IRS990/TotalLiabilitiesGrp/BOYAmt057726
IRS990/TotalLiabilitiesGrp/EOYAmt047605
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0279730
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0290169
IRS990/TotalRevenueGrp/ExclusionAmt05080
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt061724
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt023194
IRS990/TotalVolunteersCnt0155
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0337456
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0337774
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0279730
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0290169
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0119 POCOSIN RD
IRS990/USAddress/CityNm0WINDSOR
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027983
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELBY CASTELLOE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02527943004
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERTIE COUNTY FARM BUREAU
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0560900427
ReturnHeader/Filer/PhoneNum02527943004
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 130
ReturnHeader/Filer/USAddress/CityNm0WINDSOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0279830130
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C0125F9421078ED98C3B00F48788C1FFF0A76CE9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C0125F9421078ED98C3B00F48788C1FFF0A76CE9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.63.160.18
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:49:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560119050
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A T ALLEN & COMPANY LLP CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02245 GATEWAY ACCESS PT STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027607
ReturnHeader/PreparerPersonGrp/PhoneNum09197817550
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD G PITTMAN
ReturnHeader/ReturnTs02018-05-15T09:49:19-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.55$0.00$3.55$0.57$0.52$0.05
2023Summary only. Only limited summary data is available for this year.$3.46$0.00$3.46$0.45$0.48$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.36$0.00$3.36$0.47$0.46$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.43$0.00$3.43$0.55$0.46$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$0.14$3.38$0.66$0.39$0.27
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$0.26$3.11$0.61$0.47$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$0.37$2.97$0.58$0.51$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.38$0.48$2.90$0.62$0.51$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.58$2.80$0.59$0.52$0.07
2015Summary only. Only limited summary data is available for this year.$3.40$0.67$2.73$0.55$0.55$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.49$0.76$2.73$0.55$0.62$0.07
2013Detailed filing. Detailed filing data is available for this year.$3.65$0.85$2.80$0.58$0.64$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.79$0.93$2.86$0.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$1.32$2.05$1.06$1.11$0.04