Civic Intelligence

Carolina Meadows Residents Association Inc

990EZ • Fiscal year 2014 • EIN 56-1608504

Jun 01, 2013 to May 31, 2014 • Filed on Jul 29, 2014

Organization ProfileN/A
100 Carolina Meadows27517

(919) 932-9932

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

76th percentile

17%

Higher net margin than 76% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

65th percentile

7.9%

Faster asset growth than 65% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

25th percentile

-13%

Faster revenue growth than 25% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$81,024

Up $5,964 (+7.9%) from 2013

Net Assets

$81,024

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin76th percentile

Revenue

Down

$35,275

Down $5,077 (-13%) from 2013

Expenses

Down

$29,311

Down $4,439 (-13%) from 2013

Net Income

Down

$5,964

Down $638 (-9.7%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$150K$100K$50K$0Assets 2011: $57,217Liabilities 2011: $0Net Assets 2011: $57,2172011Assets 2012: $68,458Net Assets 2012: $68,4582012Assets 2013: $75,060Liabilities 2013: $02013Assets 2014: $81,024Net Assets 2014: $81,0242014Assets 2015: $90,848Net Assets 2015: $90,8482015Assets 2016: $98,383Net Assets 2016: $98,3832016Assets 2017: $104,189Net Assets 2017: $104,1892017Assets 2018: $105,715Net Assets 2018: $105,7152018Assets 2019: $110,191Net Assets 2019: $110,1912019Assets 2020: $128,153Net Assets 2020: $128,1532020Assets 2021: $123,289Net Assets 2021: $123,2892021Assets 2022: $122,570Net Assets 2022: $122,5702022Assets 2023: $111,713Net Assets 2023: $111,7132023Assets 2024: $119,605Net Assets 2024: $119,6052024Assets 2025: $105,929Net Assets 2025: $105,9292025

Highlighted filing

2014

Assets$81,024
Liabilities-
Net Assets$81,024
Open 2014 Filing

Operations Trend

Revenue Growth25th percentile

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

$100K$50K$0-$50KExpenses 2011: $28,9672011Revenue 2012: $37,056Expenses 2012: $25,815Net Income 2012: $11,2412012Revenue 2013: $40,352Expenses 2013: $33,750Net Income 2013: $6,6022013Revenue 2014: $35,275Expenses 2014: $29,311Net Income 2014: $5,9642014Revenue 2015: $41,329Expenses 2015: $31,505Net Income 2015: $9,8242015Revenue 2016: $43,959Expenses 2016: $36,424Net Income 2016: $7,5352016Revenue 2017: $47,840Expenses 2017: $42,034Net Income 2017: $5,8062017Revenue 2018: $42,232Expenses 2018: $40,706Net Income 2018: $1,5262018Revenue 2019: $54,068Expenses 2019: $49,592Net Income 2019: $4,4762019Revenue 2020: $69,978Expenses 2020: $52,016Net Income 2020: $17,9622020Revenue 2021: $46,624Expenses 2021: $51,488Net Income 2021: -$4,8642021Revenue 2022: $56,016Expenses 2022: $56,735Net Income 2022: -$7192022Revenue 2023: $60,270Expenses 2023: $71,127Net Income 2023: -$10,8572023Revenue 2024: $72,472Expenses 2024: $64,580Net Income 2024: $7,8922024Revenue 2025: $69,537Expenses 2025: $83,213Net Income 2025: -$13,6762025

Highlighted filing

2014

Revenue$35,275
Expenses$29,311
Net Income$5,964
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Jul 29, 2014
Return Version
2013v3.1
Gross Receipts
$80,800
Mission and Program Overview

Mission

Established to enhance the quality of life of the nearly 700 residents of Carolina Meadows, a continuing-care retirement community in Chatham County, North Carolina.

Program Services

DescriptionGrantsExpenses
Operated gift shop for the benefit and convenience of membership.$42,547-
Sponsored and/or supported various concerts and other musical events for the enjoyment of the membership.$14,251-
Sponsored and supported a library for the enjoyment of the membership.$6,679-
Sponsored and or supported various small groups for the membership. Groups included Book Club, Foreign/World Affairs, Quilting, Wood Shop, Health and Fitness, etc.$3,448-
Granted educational scholarships to 7 deserving individuals based on criteria established by Officers and membership.$3,360$3,360
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gordan BattleVice President-$0--
Judith PulleyPresident-$0--
Mary Jean LowrieSecretary-$0--
George EvansTreasurer-$0--
Roy CarrollPast President-$0--
Filing and Contact Details

Filer

EIN
56-1608504
Phone
9199329932

Signing Officer

Name
George Evans
Title
Treasurer
Signed
2014-07-29
Discuss with paid preparer
Yes

Preparer

Preparer
Richard L Kearns
Phone
9194280225
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $79”

Other Expenses.1

“Singers/Concert Expenses $14251”

Other Expenses.2

“Library Expenses $6679”

Other Expenses.3

“Small Group Sponsorships $3448”

Other Expenses.5

“Memorials $375”

Other Expenses.6

“Bank Charges $1”

Other Assets.1010

“Inventories - Beginning $10250 Inventories - Ending $6947”

Raw XML Appendix137 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/PersonNm0George Evans
IRS990EZ/BooksInCareOfDetail/PhoneNum09199329932
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10315 Carolina Meadows Villa
IRS990EZ/BooksInCareOfDetail/USAddress/City0Chapel Hill
IRS990EZ/BooksInCareOfDetail/USAddress/State0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode027517
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt064810
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt074077
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt045525
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05964
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt075060
IRS990EZ/Form990TotalAssetsGrp/EOYAmt081024
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03360
IRS990EZ/GrossProfitLossSlsOfInvntryAmt013332
IRS990EZ/GrossReceiptsAmt080800
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt058857
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt034
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt012835
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075060
IRS990EZ/NetAssetsOrFundBalancesEOYAmt081024
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075060
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt081024
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Gordan Battle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Judith Pulley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mary Jean Lowrie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3George Evans
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Roy Carroll
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Past President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt010250
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06947
IRS990EZ/OtherExpensesTotalAmt024833
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Established to enhance the quality of life of the nearly 700 residents of Carolina Meadows, a continuing-care retirement community in Chatham County, North Carolina.
IRS990EZ/PrintingPublicationsPostageAmt0618
IRS990EZ/ProgramServiceRevenueAmt09074
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Operated gift shop for the benefit and convenience of membership.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Sponsored and or supported various small groups for the membership. Groups included Book Club, Foreign/World Affairs, Quilting, Wood Shop, Health and Fitness, etc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Granted educational scholarships to 7 deserving individuals based on criteria established by Officers and membership.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Sponsored and/or supported various concerts and other musical events for the enjoyment of the membership.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Sponsored and supported a library for the enjoyment of the membership.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt042547
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13448
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23360
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt314251
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt46679
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03360
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029311
IRS990EZ/TotalProgramServiceExpensesAmt070285
IRS990EZ/TotalRevenueAmt035275
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $79
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Singers/Concert Expenses $14251
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Library Expenses $6679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Small Group Sponsorships $3448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Memorials $375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Charges $1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Inventories - Beginning $10250 Inventories - Ending $6947
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1010
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0George Evans
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10Carolina Meadows Residents Association
ReturnHeader/Filer/BusinessName/BusinessNameLine20Inc
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0561608504
ReturnHeader/Filer/PhoneNum09199329932
ReturnHeader/Filer/USAddress/AddressLine10100 Carolina Meadows
ReturnHeader/Filer/USAddress/City0Chapel Hill
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10R L KEARNS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103120 Kentish Town Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Raleigh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0276128084
ReturnHeader/PreparerPersonGrp/PhoneNum09194280225
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard L Kearns
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-07-29T06:21:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,024
Liabilities
-
Net assets
$81,024
Revenue
$35,275
Expenses
$29,311
Net income
$5,964
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.70$0.83$0.14
2024Detailed filing. Detailed filing data is available for this year.$1.20$1.20$0.72$0.65$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.12$1.12$0.60$0.71$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.23$1.23$0.56$0.57$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.23$1.23$0.47$0.51$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.28$1.28$0.70$0.52$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.10$1.10$0.54$0.50$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.42$0.41$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.04$1.04$0.48$0.42$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.98$0.44$0.36$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.41$0.32$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.35$0.29$0.06
2013Summary only. Only limited summary data is available for this year.$0.75$0.00$0.40$0.34$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.68$0.37$0.26$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.00$0.57$0.29