Civic Intelligence

North Carolina Jewelers Association

EIN 56-1320372 • 501(c)6 • Conover, NC

Profile

To foster, promote, and protect the welfare and interest of the retail jewelry business in north carolina.

4767 Lee Cline RdConover, NC 28613

n/A

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

99th percentile

90%

Higher net margin than 99% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

98th percentile

250%

Faster asset growth than 98% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

277%

Faster revenue growth than 98% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$48,203

Up $34,423 (+250%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$48,203

Up $34,423 (+250%) from 2020

Operations
Liabilities / Revenue51st percentileNet Margin99th percentile

Revenue

Up

$38,213

Up $28,088 (+277%) from 2020

Expenses

Up

$3,790

Up $1,060 (+39%) from 2020

Net Income

Up

$34,423

Up $27,028 (+365%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

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

$60K$40K$20K$0Assets 2011: $34,020Liabilities 2011: $0Net Assets 2011: $34,0202011Assets 2012: $39,615Liabilities 2012: $0Net Assets 2012: $39,6152012Assets 2013: $39,853Liabilities 2013: $0Net Assets 2013: $39,8532013Assets 2014: $35,785Liabilities 2014: $0Net Assets 2014: $35,7852014Assets 2015: $29,913Liabilities 2015: $0Net Assets 2015: $29,9132015Assets 2017: $43,331Liabilities 2017: $0Net Assets 2017: $43,3312017Assets 2018: $30,837Liabilities 2018: $0Net Assets 2018: $30,8372018Assets 2019: $6,385Liabilities 2019: $0Net Assets 2019: $6,3852019Assets 2020: $13,780Liabilities 2020: $0Net Assets 2020: $13,7802020Assets 2021: $48,203Liabilities 2021: $0Net Assets 2021: $48,2032021

Highlighted filing

2021

Assets$48,203
Liabilities$0
Net Assets$48,203
Open 2021 Filing

Operations Trend

Revenue Growth98th percentile

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

$100K$50K$0-$50KRevenue 2011: $56,958Expenses 2011: $60,654Net Income 2011: -$3,6962011Revenue 2012: $57,504Expenses 2012: $51,909Net Income 2012: $5,5952012Revenue 2013: $55,624Expenses 2013: $55,386Net Income 2013: $2382013Revenue 2014: $48,205Expenses 2014: $52,273Net Income 2014: -$4,0682014Revenue 2015: $52,576Expenses 2015: $58,448Net Income 2015: -$5,8722015Revenue 2017: $56,805Expenses 2017: $45,937Net Income 2017: $10,8682017Revenue 2018: $25,103Expenses 2018: $37,597Net Income 2018: -$12,4942018Revenue 2019: $36,394Expenses 2019: $60,846Net Income 2019: -$24,4522019Revenue 2020: $10,125Expenses 2020: $2,730Net Income 2020: $7,3952020Revenue 2021: $38,213Expenses 2021: $3,790Net Income 2021: $34,4232021

Highlighted filing

2021

Revenue$38,213
Expenses$3,790
Net Income$34,423
Open 2021 Filing

Filings

Most recent year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,203
Liabilities
$0
Net assets
$48,203
Revenue
$38,213
Expenses
$3,790
Net income
$34,423
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$48.2$0.00$48.2$38.2$3.79$34.4
2020Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$10.1$2.73$7.40
2019Summary only. Only limited summary data is available for this year.$6.39$0.00$6.39$36.4$60.8$24.5
2018Summary only. Only limited summary data is available for this year.$30.8$0.00$30.8$25.1$37.6$12.5
2017Detailed filing. Detailed filing data is available for this year.$43.3$0.00$43.3$56.8$45.9$10.9
2015Summary only. Only limited summary data is available for this year.$29.9$0.00$29.9$52.6$58.4$5.87
2014Summary only. Only limited summary data is available for this year.$35.8$0.00$35.8$48.2$52.3$4.07
2013Summary only. Only limited summary data is available for this year.$39.9$0.00$39.9$55.6$55.4$0.24
2012Summary only. Only limited summary data is available for this year.$39.6$0.00$39.6$57.5$51.9$5.60
2011Summary only. Only limited summary data is available for this year.$34.0$0.00$34.0$57.0$60.7$3.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 30, 2022
Return Version
2021v4.0
Gross Receipts
$38,213
Mission and Program Overview

Mission

To foster, promote, and protect the welfare and interest of the retail jewelry business in north carolina.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$13,758$48,203▲ $34,445
Land, Buildings, and Equipment, Net$22--
Total Assets$13,780$48,203▲ $34,423
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,780$48,203▲ $34,423
Total Net Assets Fund Balance$13,780$48,203▲ $34,423
Total Liabilities and Net Assets / Fund Balance$13,780$48,203▲ $34,423

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$4,171$4,171
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Alan SuttonPresident
Allen CagleDirector
Ashley GreenDirector
Brad PadgettDirector
Carolyn LennonDirector
Heather LewisDirector
Lora WrightDirector
Steve SummerlinDirector
Tom SchlotmanDirector
Wally HinkampDirector
Osborne HefnerPast Preside
Tim HiattSecretary
Bonnie DunnTreasurer
Ginny SearsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$15,981
Program Service Revenue
$9,950
Investment Income
$12,282
Other Revenue
$0
All Other Contributions
$15,981
Change in Net Assets
$34,423
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,790
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
Conferences and Meetings$167--$167
Information Technology$146--$146
Office Expenses$33--$33
Other Expenses$24--$24
Depreciation Depletion$22--$22
Total Functional Expenses$3,790$0$0$3,790
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“YES”

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

“YES”

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

“YES”

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

“BOARD REVIEW”

Form 990, Page 6, Part VI, Line 19

“BY REQUEST”

Filing and Contact Details

Filer

Filer Name
North Carolina Jewelers Association
EIN
56-1320372
Address
4767 LEE CLINE RD, CONOVER, NC 28613

Signing Officer

Name
Alan Sutton
Title
President
Phone
8283285565
Signed
2022-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan Sutton
Formed
1905
Legal Domicile
Nc
Voting Board Members
14
Independent Board Members
14
Employees
0

Preparer

Firm
Stephen P Priestley CPA Pllc
Address
252 1ST AVE NW, HICKORY, NC 28601
Preparer
Stephen P Priestley
Phone
8288559414
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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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH CAROLINA JEWELERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0561320372
ReturnHeader/Filer/USAddress/AddressLine1Txt04767 LEE CLINE RD
ReturnHeader/Filer/USAddress/CityNm0CONOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028613
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462893888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN P PRIESTLEY CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0252 1ST AVE NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HICKORY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028601
ReturnHeader/PreparerPersonGrp/PhoneNum08288559414
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN P PRIESTLEY
ReturnHeader/ReturnTs02022-09-27T09:44:36-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SUTTON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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