Civic Intelligence

Hedrick Employee Group Benefit Plan Trust

990 • Fiscal year 2023 • EIN 56-1387384

Nov 01, 2022 to Oct 31, 2023 • Filed on Aug 07, 2024

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

30th percentile

0.00x

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

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.00x

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

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Asset Growth

89th percentile

31%

Faster asset growth than 89% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

54th percentile

6.2%

Faster revenue growth than 54% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,889,700

Up $926,845 (+31%) from 2022

Net Assets

Up

$3,889,700

Up $931,908 (+32%) from 2022

Liabilities

Down

$0

Down $5,063 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin67th percentile

Revenue

Up

$7,730,992

Up $447,980 (+6.2%) from 2022

Expenses

Down

$6,799,084

Down $148,509 (-2.1%) from 2022

Net Income

Up

$931,908

Up $596,489 (+178%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2023

Assets$3,889,700
Liabilities$0
Net Assets$3,889,700
Open 2023 Filing

Operations Trend

Revenue Growth54th 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

2023

Revenue$7,730,992
Expenses$6,799,084
Net Income$931,908
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Aug 7, 2024
Return Version
2022v5.0
Gross Receipts
$7,730,992
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$2,957,792$3,889,700▲ $931,908
Savings and Temporary Cash Investments$2,761,738$3,813,315▲ $1,051,577
Accounts Receivable$154,261$48,352▼ $105,909
Cash and Non-Interest-Bearing Accounts$46,856$28,033▼ $18,823
Total Assets$2,962,855$3,889,700▲ $926,845
Liabilities
Accounts Payable and Accrued Expenses$5,063--
Total Liabilities$5,063$0▼ $5,063
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,957,792$3,889,700▲ $931,908
Total Liabilities and Net Assets / Fund Balance$2,962,855$3,889,700▲ $926,845
Compensation and Service Providers
Top Officer Pay48th 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$265,886
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,654,721
Investment Income
$76,271
Other Revenue
$0
Change in Net Assets
$931,908

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,730,992
Total Revenue per Audited Statements
$7,730,992
Total Revenue per Form 990
$7,730,992
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,345,888
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---$5,453,196
Insurance---$1,018,224
Fees for Services Other---$303,886
Fees for Services Management---$16,840
Fees for Services Accounting---$6,750
Office Expenses---$188
Total Functional Expenses$0$0$0$6,799,084

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,799,084
Total Expenses per Audited Statements$6,799,084
Total Expenses per Form 990$6,799,084
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 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
2024-08-07
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 AppendixShowing 400 of 403 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05063
IRS990/AccountsReceivableGrp/BOYAmt0154261
IRS990/AccountsReceivableGrp/EOYAmt048352
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE 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.
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt05453196
IRS990/BooksInCareOfDetail/PersonNm0ARTHUR L HATTAWAY JR
IRS990/BooksInCareOfDetail/PhoneNum07046335982
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1040
IRS990/BooksInCareOfDetail/USAddress/CityNm0SALISBURY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028145
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt02957792
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt03889700
IRS990/CashNonInterestBearingGrp/BOYAmt046856
IRS990/CashNonInterestBearingGrp/EOYAmt028033
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0265886
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 11088
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CHARLOTTE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd028220
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0HEALTHGRAM INC
IRS990/ContractorCompensationGrp/ServicesDesc0THIRD PARTY ADM
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt05453196
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt076271
IRS990/CYOtherExpensesAmt01345888
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt07654721
IRS990/CYRevenuesLessExpensesAmt0931908
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt06799084
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07730992
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDE 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.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt06750
IRS990/FeesForServicesManagementGrp/TotalAmt016840
IRS990/FeesForServicesOtherGrp/TotalAmt0303886
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0KATHRYN JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm1ARTHUR L HATTAWAY JR
IRS990/Form990PartVIISectionAGrp/PersonNm2JOSEPH C LORDI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1ADMINISTRATO
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt07730992
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt01018224
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt076271
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt076271
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt0380
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02957792
IRS990/NetAssetsOrFundBalancesEOYAmt03889700
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt0188
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOSEPH C LORDI
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07654721
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07654721
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt05670139
IRS990/PYInvestmentIncomeAmt0725
IRS990/PYOtherExpensesAmt01277454
IRS990/PYProgramServiceRevenueAmt07282287
IRS990/PYRevenuesLessExpensesAmt0335419
IRS990/PYTotalExpensesAmt06947593
IRS990/PYTotalRevenueAmt07283012
IRS990/ReconcilationRevenueExpnssAmt0931908
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02761738
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03813315
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt06799084
IRS990ScheduleD/RevenueSubtotalAmt07730992
IRS990ScheduleD/TotalExpensesPerForm990Amt06799084
IRS990ScheduleD/TotalRevenuePerForm990Amt07730992
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07730992
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06799084
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM IS REVIEWED BY THE PLAN SPONSOR AND THE PLAN ADMINISTRATOR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE AT 120 1/2 N CHURCH STREET, SALISBURY, NC 28144
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0560257665
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1560513208
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2560663876
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN3560312109
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN4560495110
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1NC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2NC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3NC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd4NC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MINING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1MINING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2CONCRETE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3AGG SALES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4CONCRETE B
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0BV HEDRICK GRAVEL & SAND CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1CUMBERLAND GRAVEL & SAND COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2SOUTHERN CONCRETE MATERIALS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3MATERIAL SALES COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4JOHNSON CONCRETE COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO BOX 1040
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1PO BOX 1040
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt2PO BOX 1040
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt3PO BOX 1040
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt4PO BOX 1037
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0SALISBURY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1SALISBURY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm2SALISBURY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm3SALISBURY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm4SALISBURY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1NC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd2NC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd3NC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd4NC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd028145
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd128145
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd228145
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd328145
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd428145
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd1false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd2false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd3false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0560486000
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN1561012988
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN2271694224
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN3561126170
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd1false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd2false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd3false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd1NC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd2NC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd3NC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0MINING GRA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1AGGREGATE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt2RENTAL REA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt3BAG HOUSE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0LESSEES OF BV HEDRICK GRAVEL & SAND
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1CAROLINA STALITE COMPANY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt2CRAYTON HOLDINGS LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt3STACLEAN DIFFUSER CO
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0PO BOX 1040
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt1PO BOX 1037
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt292 CRAYTON RD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt3PO BOX 920
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0SALISBURY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm1SALISBURY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm2ASHEVILLE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm3SALISBURY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd1NC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd2NC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd3NC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd028145
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd128145
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd228803
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd328145
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0FILING ORGANIZATION IS A VEBA. SCHEDULE R WAS COMPLETED TO LIST CONTRIBUTING MEMBERS.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt016840
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt16750
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2923111
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt3834724
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt4100
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt5363683
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt61130830
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt7283331
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt860061
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt91919436
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1086586
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV OF SERVICES RENDERED
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV OF SERVICES RENDERED
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2EMPLOYER COST OF INSURANC
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3EMPLOYER COST OF INSURANC
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt4EMPLOYER COST OF INSURANC
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt5EMPLOYER COST OF INSURANC
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt6EMPLOYER COST OF INSURANC
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt7EMPLOYER COST OF INSURANC
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt8EMPLOYER COST OF INSURANC
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt9EMPLOYER COST OF INSURANC
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt10EMPLOYER COST OF INSURANC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0B V HEDRICK GRAVEL & SAND CO
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1B V HEDRICK GRAVEL & SAND CO
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2B V HEDRICK GRAVEL & SAND CO
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3CAROLINA STALITE COMPANY
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt4CRAYTON HOLDINGS LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt5CUMBERLAND GRAVEL & SAND COM
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt6JOHNSON CONCRETE COMPANY
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt7LESSEES OF BV HEDRICK GRAVEL & SAND
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt8MATERIAL SALES COMPANY
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt9SOUTHERN CONCRETE MATERIALS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt10STACLEAN DIFFUSER CO
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1M
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt4S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt5S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt6S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt7S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt8S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt9S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt10S
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02962855
IRS990/TotalAssetsEOYAmt03889700
IRS990/TotalAssetsGrp/BOYAmt02962855
IRS990/TotalAssetsGrp/EOYAmt03889700
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06799084
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05063
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt05063
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02957792
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03889700
IRS990/TotalProgramServiceRevenueAmt07654721
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07730992
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07730992
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02962855
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03889700
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1040
IRS990/USAddress/CityNm0SALISBURY
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028145
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH C LORDI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07046335982
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEDRICK EMPLOYEE GROUP BENEFIT PLAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HEDR
ReturnHeader/Filer/EIN0561387384
ReturnHeader/Filer/PhoneNum07046335982
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1040
ReturnHeader/Filer/USAddress/CityNm0SALISBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028145
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562219353
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARTHUR L HATTAWAY JR CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02855 W INNES STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALISBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028144
ReturnHeader/PreparerPersonGrp/PhoneNum07046033418
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARTHUR L HATTAWAY JR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-21T10:00:02-04:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,889,700
Liabilities
$0
Net assets
$3,889,700
Revenue
$7,730,992
Expenses
$6,799,084
Net income
$931,908
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