Civic Intelligence

Hedrick Employee Group Benefit Plan Trust

990 • Fiscal year 2024 • EIN 56-1387384

Nov 01, 2023 to Oct 31, 2024 • Filed on Jun 11, 2025

Organization Profile
PO Box 1040Salisbury, NC 28145

(704) 633-5982

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2024 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

2024 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

47th percentile

2.8%

Higher net margin than 47% of similar nonprofits.

2024 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2024 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

43rd percentile

5.8%

Faster asset growth than 43% of similar nonprofits.

2024 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

2.6%

Faster revenue growth than 36% of similar nonprofits.

2024 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$4,115,013

Up $225,313 (+5.8%) from 2023

Net Assets

Up

$4,115,013

Up $225,313 (+5.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin47th percentile

Revenue

Up

$7,929,378

Up $198,386 (+2.6%) from 2023

Expenses

Up

$7,704,065

Up $904,981 (+13%) from 2023

Net Income

Down

$225,313

Down $706,595 (-76%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $318,468Liabilities 2011: $328,036Net Assets 2011: -$9,5682011Assets 2012: $121,724Liabilities 2012: $411,452Net Assets 2012: -$289,7282012Assets 2013: $123,459Liabilities 2013: $895,675Net Assets 2013: -$772,2162013Assets 2014: $75,264Liabilities 2014: $312,307Net Assets 2014: -$237,0432014Assets 2015: $108,138Liabilities 2015: $444,038Net Assets 2015: -$335,9002015Assets 2016: $403,047Liabilities 2016: $282,322Net Assets 2016: $120,7252016Assets 2017: $2,051,242Liabilities 2017: $291,026Net Assets 2017: $1,760,2162017Assets 2018: $2,217,691Liabilities 2018: $14,630Net Assets 2018: $2,203,0612018Assets 2019: $1,933,675Liabilities 2019: $43,238Net Assets 2019: $1,890,4372019Assets 2020: $2,714,971Liabilities 2020: $203,381Net Assets 2020: $2,511,5902020Assets 2021: $2,627,065Liabilities 2021: $4,692Net Assets 2021: $2,622,3732021Assets 2022: $2,962,855Liabilities 2022: $5,063Net Assets 2022: $2,957,7922022Assets 2023: $3,889,700Liabilities 2023: $0Net Assets 2023: $3,889,7002023Assets 2024: $4,115,013Liabilities 2024: $0Net Assets 2024: $4,115,0132024

Highlighted filing

2024

Assets$4,115,013
Liabilities$0
Net Assets$4,115,013
Open 2024 Filing

Operations Trend

Revenue Growth36th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $4,561,074Expenses 2011: $5,188,897Net Income 2011: -$627,8232011Revenue 2012: $4,757,879Expenses 2012: $5,038,039Net Income 2012: -$280,1602012Revenue 2013: $5,002,038Expenses 2013: $5,484,526Net Income 2013: -$482,4882013Revenue 2014: $5,992,381Expenses 2014: $5,457,208Net Income 2014: $535,1732014Revenue 2015: $6,552,167Expenses 2015: $6,651,024Net Income 2015: -$98,8572015Revenue 2016: $7,376,988Expenses 2016: $6,920,364Net Income 2016: $456,6242016Revenue 2017: $8,105,038Expenses 2017: $6,465,547Net Income 2017: $1,639,4912017Revenue 2018: $7,440,303Expenses 2018: $6,997,458Net Income 2018: $442,8452018Revenue 2019: $8,423,217Expenses 2019: $8,735,841Net Income 2019: -$312,6242019Revenue 2020: $7,894,898Expenses 2020: $7,273,745Net Income 2020: $621,1532020Revenue 2021: $8,303,348Expenses 2021: $8,192,565Net Income 2021: $110,7832021Revenue 2022: $7,283,012Expenses 2022: $6,947,593Net Income 2022: $335,4192022Revenue 2023: $7,730,992Expenses 2023: $6,799,084Net Income 2023: $931,9082023Revenue 2024: $7,929,378Expenses 2024: $7,704,065Net Income 2024: $225,3132024

Highlighted filing

2024

Revenue$7,929,378
Expenses$7,704,065
Net Income$225,313
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Jun 11, 2025
Return Version
2023v6.0
Gross Receipts
$7,929,378
Mission and Program Overview

Mission

Provide health and dental benefits to all eligible members and their dependents. Provide life/ad&d, long-term disability, short-term disability, and vision insurance to eligible members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,889,700$4,115,013▲ $225,313
Savings and Temporary Cash Investments$3,813,315$3,762,497▼ $50,818
Accounts Receivable$48,352$343,387▲ $295,035
Cash and Non-Interest-Bearing Accounts$28,033$9,129▼ $18,904
Total Assets$3,889,700$4,115,013▲ $225,313
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,889,700$4,115,013▲ $225,313
Total Liabilities and Net Assets / Fund Balance$3,889,700$4,115,013▲ $225,313
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Joseph C LordiChairman
Kathryn JohnsonTrustee
Arthur L Hattaway JrAdministrato

Highest Paid Contractors

ContractorServicesLocationCompensation
Healthgram INCThird Party AdmPO BOX 11088, Charlotte, NC 28220$330,893
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,784,142
Investment Income
$145,236
Other Revenue
$0
Change in Net Assets
$225,313

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,929,378
Total Revenue per Audited Statements
$7,929,378
Total Revenue per Form 990
$7,929,378
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,425,393
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
Benefits to Members---$6,278,672
Insurance---$1,070,745
Fees for Services Other---$330,893
Fees for Services Management---$16,320
Fees for Services Accounting---$7,250
Office Expenses---$185
Total Functional Expenses$0$0$0$7,704,065

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,704,065
Total Expenses per Audited Statements$7,704,065
Total Expenses per Form 990$7,704,065
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
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“F joanne johnson kathryn johnson admin trustee sisters”

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

“Form is reviewed by the plan sponsor and the plan administrator prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and financial documents are available upon request at the corporate office at 120 1/2 n church street, salisbury, nc 28144”

Filing and Contact Details

Filer

Filer Name
Hedrick Employee Group Benefit Plan
EIN
56-1387384
Phone
7046335982
Address
PO BOX 1040, SALISBURY, NC 28145

Signing Officer

Name
Joseph C Lordi
Title
Chairman
Phone
7046335982
Signed
2025-06-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph C Lordi
Formed
1983
Legal Domicile
Nc
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
Arthur L Hattaway Jr CPA
Address
2855 W INNES STREET, SALISBURY, NC 28144
Preparer
Arthur L Hattaway Jr
Phone
7046033418
Raw XML Appendix399 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0F JOANNE JOHNSON KATHRYN JOHNSON ADMIN TRUSTEE SISTERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM IS REVIEWED BY THE PLAN SPONSOR AND THE PLAN ADMINISTRATOR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE AT 120 1/2 N CHURCH STREET, SALISBURY, NC 28144
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt17250
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt7MATERIAL SALES COMPANY
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt8SOUTHERN CONCRETE MATERIALS
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALISBURY
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARTHUR L HATTAWAY JR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-06-26T07:11:18-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-11-01
ReturnHeader/TaxPeriodEndDt02024-10-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,115,013
Liabilities
$0
Net assets
$4,115,013
Revenue
$7,929,378
Expenses
$7,704,065
Net income
$225,313
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$7.93$7.70$0.23
2023Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$7.73$6.80$0.93
2022Detailed filing. Detailed filing data is available for this year.$2.96$0.01$2.96$7.28$6.95$0.34
2021Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.62$8.30$8.19$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.71$0.20$2.51$7.89$7.27$0.62
2019Detailed filing. Detailed filing data is available for this year.$1.93$0.04$1.89$8.42$8.74$0.31
2018Detailed filing. Detailed filing data is available for this year.$2.22$0.01$2.20$7.44$7.00$0.44
2017Detailed filing. Detailed filing data is available for this year.$2.05$0.29$1.76$8.11$6.47$1.64
2016Detailed filing. Detailed filing data is available for this year.$0.40$0.28$0.12$7.38$6.92$0.46
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.44$0.34$6.55$6.65$0.10
2014Summary only. Only limited summary data is available for this year.$0.08$0.31$0.24$5.99$5.46$0.54
2013Summary only. Only limited summary data is available for this year.$0.12$0.90$0.77$5.00$5.48$0.48
2012Summary only. Only limited summary data is available for this year.$0.12$0.41$0.29$4.76$5.04$0.28
2011Summary only. Only limited summary data is available for this year.$0.32$0.33$0.01$4.56$5.19$0.63