Civic Intelligence

Iredell Concert Association Inc

EIN 56-1120792 • 501(c)3 • Statesville, NC

Profile

The organization is dedicated to bringing artistic education and entertainment to iredell county in north carolina.

PO Box 103Statesville, NC 28687

www.palofiredell.com

Siviq Scores

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

Liabilities / Assets

71st percentile

0.01x

Higher debt load relative to assets than 71% of similar nonprofits.

NTEE A68 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

NTEE A68 • <$500k nonprofits • Source year 2025

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

NTEE A68 • <$500k nonprofits • Source year 2025

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

NTEE A68 • <$500k nonprofits • Source year 2025

Asset Growth

26th percentile

-23%

Faster asset growth than 26% of similar nonprofits.

NTEE A68 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-26%

Faster revenue growth than 25% of similar nonprofits.

NTEE A68 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$44,970

Down $13,186 (-23%) from 2024

Liabilities

Down

$407

Down $673 (-62%) from 2024

Net Assets

Down

$44,563

Down $12,513 (-22%) from 2024

Operations
Liabilities / Revenue69th percentileNet Margin14th percentile

Revenue

Down

$54,556

Down $18,997 (-26%) from 2024

Expenses

Down

$67,070

Down $21,411 (-24%) from 2024

Net Income

Up

-$12,514

Up $2,414 (+16%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$200K$150K$100K$50K$0Assets 2013: $53,818Liabilities 2013: $02013Assets 2014: $40,744Liabilities 2014: $5012014Assets 2015: $60,083Liabilities 2015: $4402015Assets 2016: $69,429Liabilities 2016: $3462016Assets 2017: $117,103Liabilities 2017: $2022017Assets 2018: $125,403Liabilities 2018: $413Net Assets 2018: $124,9902018Assets 2019: $126,865Liabilities 2019: $265Net Assets 2019: $126,6002019Assets 2020: $96,761Liabilities 2020: $51Net Assets 2020: $96,7102020Assets 2021: $152,520Liabilities 2021: $400Net Assets 2021: $152,1202021Assets 2022: $111,579Liabilities 2022: $3,075Net Assets 2022: $108,5042022Assets 2023: $72,781Liabilities 2023: $777Net Assets 2023: $72,0042023Assets 2024: $58,156Liabilities 2024: $1,080Net Assets 2024: $57,0762024Assets 2025: $44,970Liabilities 2025: $407Net Assets 2025: $44,5632025

Highlighted filing

2025

Assets$44,970
Liabilities$407
Net Assets$44,563
Open 2025 Filing

Operations Trend

Revenue Growth25th percentile

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

$200K$100K$0-$100KRevenue 2013: $79,743Expenses 2013: $56,637Net Income 2013: $23,1062013Revenue 2014: $68,431Expenses 2014: $82,007Net Income 2014: -$13,5762014Revenue 2015: $102,332Expenses 2015: $82,934Net Income 2015: $19,3982015Revenue 2016: $104,236Expenses 2016: $94,798Net Income 2016: $9,4382016Revenue 2017: $170,066Expenses 2017: $122,544Net Income 2017: $47,5222017Revenue 2018: $163,611Expenses 2018: $155,522Net Income 2018: $8,0892018Revenue 2019: $190,869Expenses 2019: $189,259Net Income 2019: $1,6102019Revenue 2020: $108,507Expenses 2020: $138,397Net Income 2020: -$29,8902020Revenue 2021: $121,141Expenses 2021: $65,731Net Income 2021: $55,4102021Revenue 2022: $101,341Expenses 2022: $144,957Net Income 2022: -$43,6162022Revenue 2023: $96,624Expenses 2023: $133,125Net Income 2023: -$36,5012023Revenue 2024: $73,553Expenses 2024: $88,481Net Income 2024: -$14,9282024Revenue 2025: $54,556Expenses 2025: $67,070Net Income 2025: -$12,5142025

Highlighted filing

2025

Revenue$54,556
Expenses$67,070
Net Income-$12,514
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,970
Liabilities
$407
Net assets
$44,563
Revenue
$54,556
Expenses
$67,070
Net income
-$12,514
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.55$0.67$0.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.01$0.57$0.74$0.88$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.01$0.72$0.97$1.33$0.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.03$1.09$1.01$1.45$0.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.52$1.21$0.66$0.55
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$1.09$1.38$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$1.91$1.89$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$1.64$1.56$0.08
2017Summary only. Only limited summary data is available for this year.$1.17$0.00$1.70$1.23$0.48
2016Summary only. Only limited summary data is available for this year.$0.69$0.00$1.04$0.95$0.09
2015Summary only. Only limited summary data is available for this year.$0.60$0.00$1.02$0.83$0.19
2014Summary only. Only limited summary data is available for this year.$0.41$0.01$0.68$0.82$0.14
2013Summary only. Only limited summary data is available for this year.$0.54$0.00$0.80$0.57$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 3, 2025
Return Version
2024v5.0
Gross Receipts
$54,556
Mission and Program Overview

Mission

The organization is dedicated to bringing artistic education and entertainment to iredell county in north carolina.

Program Services

DescriptionGrantsExpenses
THESE ARE THE FEES FOR THE ARTISTS WHO PERFORMED IN IREDELL COUNTY-$55,478
THESE ARE THE COSTS OF THE ENTERTAINMENT VENUES, OFFICE COSTS, PRINTING, ETC.--
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSH JOSEYExecutive Di-$0--
ANN BEJCEKBoard Chair-$0--
JOANNA GAITHERSecretary-$0--
JUNE GAITHERVice Chair-$0--
BEVERLY RATCLIFFTreasurer-$0--
PATRICIA GREENDirector-$0--
MARTA KOESLINGDirector-$0--
JIMMY PARKERDirector-$0--
MAGGIE SHOOBRIDGEDirector-$0--
RITA TONDODirector-$0--
DENEEN WELLSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Iredell Concert Association Inc
EIN
56-1120792
Phone
7043800875
Address
PO BOX 103, STATESVILLE, NC 28687

Signing Officer

Name
Josh Josey
Title
Executive Director
Phone
7044502056
Signed
2025-12-03
Discuss with paid preparer
Yes

Preparer

Firm
Rosenfeld & Company Pc
Address
207 WALNUT STREET, STATESVILLE, NC 28677
Preparer
Robin Rosenfeld
Phone
7048730542
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising for events 1,642 credit card and bank charges 527 stationary and printing 70 dues and subscriptions 337 supplies 1,551 insurance 352 total 4,479”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 1,079 407”

Form 990-ez, Part III

“The organization is dedicated to bringing artistic education and entertainment to iredell county in north carolina.”

Form 990-ez, Part III, Line 31

“These are the costs of the entertainment venues, office costs, printing, etc.”

Raw XML Appendix162 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/PersonNm0BEVERLY RATCLIFF
IRS990EZ/BooksInCareOfDetail/PhoneNum07043800875
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0706 CAROLINA AVE NORTH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STATESVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028677
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058156
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044970
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt043663
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12514
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt055237
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058156
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044970
IRS990EZ/GrossReceiptsAmt054556
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057077
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044563
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057077
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044563
IRS990EZ/OccupancyRentUtltsAndMaintAmt07354
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSH JOSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANN BEJCEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOANNA GAITHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JUNE GAITHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BEVERLY RATCLIFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PATRICIA GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARTA KOESLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JIMMY PARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MAGGIE SHOOBRIDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RITA TONDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DENEEN WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04479
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS DEDICATED TO BRINGING ARTISTIC EDUCATION AND ENTERTAINMENT TO IREDELL COUNTY IN NORTH CAROLINA.
IRS990EZ/ProgramServiceRevenueAmt010890
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THESE ARE THE FEES FOR THE ARTISTS WHO PERFORMED IN IREDELL COUNTY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THESE ARE THE COSTS OF THE ENTERTAINMENT VENUES, OFFICE COSTS, PRINTING, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055478
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01079
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0407
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067070
IRS990EZ/TotalProgramServiceExpensesAmt055478
IRS990EZ/TotalRevenueAmt054556
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PALOFIREDELL.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt043663
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt046076
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt088621
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt065481
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt050055
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0293896
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0110816
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0293896
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt043663
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt046076
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt088621
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt065481
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt050055
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0293896
IRS990ScheduleA/TotalSupportAmt0293896
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING FOR EVENTS 1,642 CREDIT CARD AND BANK CHARGES 527 STATIONARY AND PRINTING 70 DUES AND SUBSCRIPTIONS 337 SUPPLIES 1,551 INSURANCE 352 TOTAL 4,479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,079 407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION IS DEDICATED TO BRINGING ARTISTIC EDUCATION AND ENTERTAINMENT TO IREDELL COUNTY IN NORTH CAROLINA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THESE ARE THE COSTS OF THE ENTERTAINMENT VENUES, OFFICE COSTS, PRINTING, ETC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSH JOSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07044502056
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IREDELL CONCERT ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0IRED
ReturnHeader/Filer/EIN0561120792
ReturnHeader/Filer/PhoneNum07043800875
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 103
ReturnHeader/Filer/USAddress/CityNm0STATESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028687
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561727662
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSENFELD & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0207 WALNUT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STATESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028677
ReturnHeader/PreparerPersonGrp/PhoneNum07048730542
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBIN ROSENFELD
ReturnHeader/ReturnTs02025-12-09T10:09:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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