Civic Intelligence

Impact of the Piedmont Inc.

990 • Fiscal year 2017 • EIN 56-1326771

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 24, 2017

P O Box 1053Mocksville, NC 27028

(336) 751-3276

Siviq Scores

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

Liabilities / Assets

64th percentile

0.19x

Higher debt load relative to assets than 64% of similar nonprofits.

2017 filings • NTEE P • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.16x

Higher debt load relative to revenue than 72% of similar nonprofits.

2017 filings • NTEE P • $500k-$1M nonprofits • Source year 2017

Net Margin

33rd percentile

-1.0%

Higher net margin than 33% of similar nonprofits.

2017 filings • NTEE P • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

70th percentile

$65,600

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

2017 filings • NTEE P • $500k-$1M nonprofits • Source year 2017

Asset Growth

99th percentile

4556%

Faster asset growth than 99% of similar nonprofits.

2017 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

65%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$564,026

Up $551,913 (+4556%) from 2016

Net Assets

Up

$455,488

Up $449,571 (+7598%) from 2016

Liabilities

Up

$108,538

Up $102,342 (+1652%) from 2016

Revenue

Up

$660,136

Up $260,969 (+65%) from 2016

Expenses

Up

$666,575

Up $280,055 (+72%) from 2016

Net Income

Down

-$6,439

Down $19,086 (-151%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $25,498Liabilities 2011: $32,342Net Assets 2011: -$6,8442011Assets 2012: $11,233Liabilities 2012: $19,058Net Assets 2012: -$7,8252012Assets 2013: $9,580Liabilities 2013: $22,792Net Assets 2013: -$13,2122013Assets 2014: -$1,243Liabilities 2014: $10,303Net Assets 2014: -$11,5462014Assets 2015: $2,987Liabilities 2015: $9,717Net Assets 2015: -$6,7302015Assets 2016: $12,113Liabilities 2016: $6,196Net Assets 2016: $5,9172016Assets 2017: $564,026Liabilities 2017: $108,538Net Assets 2017: $455,4882017Assets 2018: $540,993Liabilities 2018: $102,446Net Assets 2018: $438,5472018Assets 2019: $443,849Liabilities 2019: $96,576Net Assets 2019: $347,2732019Assets 2020: $469,977Liabilities 2020: $108,514Net Assets 2020: $361,4632020Assets 2021: $745,042Liabilities 2021: $114,718Net Assets 2021: $630,3242021Assets 2022: $877,150Liabilities 2022: $139,212Net Assets 2022: $737,9382022Assets 2023: $1,177,210Liabilities 2023: $202,194Net Assets 2023: $975,0162023Assets 2024: $1,239,172Liabilities 2024: $202,536Net Assets 2024: $1,036,6362024Assets 2025: $1,401,957Liabilities 2025: $183,804Net Assets 2025: $1,218,1532025

Highlighted filing

2017

Assets$564,026
Liabilities$108,538
Net Assets$455,488

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $286,260Expenses 2011: $293,135Net Income 2011: -$6,8752011Expenses 2012: $283,5262012Revenue 2013: $338,026Expenses 2013: $319,568Net Income 2013: $18,4582013Revenue 2014: $421,732Expenses 2014: $420,066Net Income 2014: $1,6662014Revenue 2015: $410,710Expenses 2015: $405,894Net Income 2015: $4,8162015Revenue 2016: $399,167Expenses 2016: $386,520Net Income 2016: $12,6472016Revenue 2017: $660,136Expenses 2017: $666,575Net Income 2017: -$6,4392017Revenue 2018: $947,557Expenses 2018: $968,476Net Income 2018: -$20,9192018Revenue 2019: $881,803Expenses 2019: $971,246Net Income 2019: -$89,4432019Revenue 2020: $927,549Expenses 2020: $913,359Net Income 2020: $14,1902020Revenue 2021: $1,141,974Expenses 2021: $873,113Net Income 2021: $268,8612021Revenue 2022: $1,110,541Expenses 2022: $1,002,927Net Income 2022: $107,6142022Revenue 2023: $1,583,194Expenses 2023: $1,355,115Net Income 2023: $228,0792023Revenue 2024: $1,905,620Expenses 2024: $1,854,112Net Income 2024: $51,5082024Revenue 2025: $2,354,908Expenses 2025: $2,181,099Net Income 2025: $173,8092025

Highlighted filing

2017

Revenue$660,136
Expenses$666,575
Net Income-$6,439
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 24, 2017
Return Version
2016v3.0
Gross Receipts
$668,676
Mission and Program Overview

Mission

Provide housing for developmentally disabled adults in an environment that allows full potential for self care, increasing self sufficiency and self-esteem.

Dedicated to strengthening and developing the lives of special people through providing housing for developmentally disabled adults in an environment that allows full potential for self care, increasing self sufficiency and self-esteem.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net-$429,430-
Investments in Publicly Traded Securities-$95,911-
Cash and Non-Interest-Bearing Accounts$12,113$38,685▲ $26,572
Loans From Officers Directors$1,630--
Total Assets$12,113$564,026▲ $551,913
Liabilities
Mortgage Notes Payable Secured by Investment Property-$106,248-
Accounts Payable and Accrued Expenses$4,566$2,290▼ $2,276
Total Liabilities$6,196$108,538▲ $102,342
Net Assets / Fund Balance
Unrestricted Net Assets$5,917$455,488▲ $449,571
Total Net Assets Fund Balance$5,917$455,488▲ $449,571
Total Liabilities and Net Assets / Fund Balance$12,113$564,026▲ $551,913

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$429,430$610,043$1,039,473
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mark GoodwinExecutive DirectorFT$65,600$65,600

Board Members and Trustees

NameTitle
Mia AdamsPresident
Barbara IjamesDirector
Cathy LawDirector
Diane WallaceDirector
Gwen RuddDirector
Janice SobersDirector
Meghan DeblasioDirector
Slayton HarpeDirector
Mark MartinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$38,180
Program Service Revenue
$617,760
Investment Income
$-489
Other Revenue
$4,685
All Other Contributions
$38,180
Change in Net Assets
$-6,439
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$451,888
Other Expenses$214,687
Total Fundraising Expense$9,346
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$278,939$69,735-$348,674
Occupancy$79,084--$79,084
Current Officers, Directors, Trustees, and Key Employees$29,520$29,520$6,560$65,600
Payroll Taxes$23,893$7,688$508$32,089
Insurance$30,999--$30,999
Office Expenses$7,062$7,062-$14,124
Fees for Services Other$11,258--$11,258
Depreciation Depletion$11,201--$11,201
Other Employee Benefits$5,525--$5,525
Fees for Services Accounting-$1,910-$1,910
Travel$1,455--$1,455
Other Expenses$1,436$610$2,278$1,436
Interest-$363-$363
Information Technology$311--$311
Total Functional Expenses$540,341$116,888$9,346$666,575
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$1,630--
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 governing body review Part VI line 11

No review was or will be conducted.

Governing documents etc available to public Part VI line 19

Governing documents, etc. Are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Milling Manor Inc
EIN
56-1326771
Address
P O BOX 1053, MOCKSVILLE, NC 27028

Signing Officer

Name
Mark Martin
Title
Treasurer
Phone
3367513276
Signed
2017-10-24
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
11

Preparer

Firm
J Larry Ledford CPA
Address
P O BOX 605, MOCKSVILLE, NC 27028-0605
Preparer
Allan Newsom
Phone
3367512374
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Milling manor, inc. Completed a merger with davie county group home (a 501(c)(3) organization) effective january 2017. The net assets of milling manor have been increased to account for the contribution of assets made consequent to the merger.

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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0561255
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt156505
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0561255
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt156505
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt037478
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0133766
IRS990/PYOtherRevenueAmt03636
IRS990/PYProgramServiceRevenueAmt0358053
IRS990/PYRevenuesLessExpensesAmt012647
IRS990/PYSalariesCompEmpBnftPaidAmt0252754
IRS990/PYTotalExpensesAmt0386520
IRS990/PYTotalRevenueAmt0399167
IRS990/ReconcilationRevenueExpnssAmt0-6439
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0617760
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt038180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037478
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt021566
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019543
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt030073
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0146840
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0932
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0932
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0617760
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0358053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0384265
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0392494
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0302505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02055077
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0932
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0932
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt04685
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt03636
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt04879
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt09695
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt05448
IRS990ScheduleA/OtherIncome509Grp/TotalAmt028343
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98690
IRS990ScheduleA/PublicSupportPY509Pct00.98340
IRS990ScheduleA/PublicSupportTotal509Amt02201917
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0655940
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0395531
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0405831
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0412037
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0332578
IRS990ScheduleA/Total509Grp/TotalAmt02201917
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0661557
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0399167
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0410710
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0421732
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0338026
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02231192
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0429430
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0610043
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01039473
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0429430
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, ETC. ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MILLING MANOR, INC. COMPLETED A MERGER WITH DAVIE COUNTY GROUP HOME (A 501(C)(3) ORGANIZATION) EFFECTIVE JANUARY 2017. THE NET ASSETS OF MILLING MANOR HAVE BEEN INCREASED TO ACCOUNT FOR THE CONTRIBUTION OF ASSETS MADE CONSEQUENT TO THE MERGER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt012113
IRS990/TotalAssetsEOYAmt0564026
IRS990/TotalAssetsGrp/BOYAmt012113
IRS990/TotalAssetsGrp/EOYAmt0564026
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt038180
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09346
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0116888
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0540341
IRS990/TotalFunctionalExpensesGrp/TotalAmt0666575
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06196
IRS990/TotalLiabilitiesEOYAmt0108538
IRS990/TotalLiabilitiesGrp/BOYAmt06196
IRS990/TotalLiabilitiesGrp/EOYAmt0108538
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05917
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0455488
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0540341
IRS990/TotalProgramServiceRevenueAmt0617760
IRS990/TotalReportableCompFromOrgAmt065600
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0621956
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0660136
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012113
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0564026
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01455
IRS990/TravelGrp/TotalAmt01455
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt05917
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0455488
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03367513276
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILLING MANOR INC
ReturnHeader/Filer/BusinessNameControlTxt0MILL
ReturnHeader/Filer/EIN0561326771
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1053
ReturnHeader/Filer/USAddress/CityNm0MOCKSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.18$1.22$2.35$2.18$0.17
2024Summary only. Only limited summary data is available for this year.$1.24$0.20$1.04$1.91$1.85$0.05
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.20$0.98$1.58$1.36$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.14$0.74$1.11$1.00$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.11$0.63$1.14$0.87$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.11$0.36$0.93$0.91$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.10$0.35$0.88$0.97$0.09
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.10$0.44$0.95$0.97$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.11$0.46$0.66$0.67$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.01$0.40$0.39$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.01$0.01$0.41$0.41$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.01$0.01$0.42$0.42$0.00
2013Summary only. Only limited summary data is available for this year.$0.01$0.02$0.01$0.34$0.32$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.02$0.01$0.28
2011Summary only. Only limited summary data is available for this year.$0.03$0.03$0.01$0.29$0.29$0.01