Civic Intelligence

Blue Ridge Energy Members Foundation

990 • Fiscal year 2016 • EIN 56-1793740

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 10, 2017

PO Box 112Lenoir, NC 28645

(828) 758-2383

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

89th percentile

82%

Faster asset growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

61st percentile

7.7%

Faster revenue growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$191,187

Up $86,242 (+82%) from 2015

Net Assets

Up

$191,187

Up $86,242 (+82%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$356,124

Up $25,539 (+7.7%) from 2015

Expenses

Up

$269,882

Up $8,375 (+3.2%) from 2015

Net Income

Up

$86,242

Up $17,164 (+25%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $28,072Liabilities 2010: $0Net Assets 2010: $28,0722010Assets 2011: $42,535Liabilities 2011: $0Net Assets 2011: $42,5352011Assets 2012: $98,613Liabilities 2012: $61,949Net Assets 2012: $36,6642012Assets 2013: $31,626Liabilities 2013: $0Net Assets 2013: $31,6262013Assets 2014: $35,867Liabilities 2014: $0Net Assets 2014: $35,8672014Assets 2015: $104,945Liabilities 2015: $0Net Assets 2015: $104,9452015Assets 2016: $191,187Liabilities 2016: $0Net Assets 2016: $191,1872016Assets 2017: $182,214Liabilities 2017: $0Net Assets 2017: $182,2142017Assets 2018: $189,158Liabilities 2018: $0Net Assets 2018: $189,1582018Assets 2019: $79,749Liabilities 2019: $0Net Assets 2019: $79,7492019Assets 2020: $95,630Liabilities 2020: $0Net Assets 2020: $95,6302020Assets 2021: $95,407Liabilities 2021: $7,490Net Assets 2021: $87,9172021Assets 2022: $153,669Liabilities 2022: $0Net Assets 2022: $153,6692022Assets 2023: $102,393Liabilities 2023: $0Net Assets 2023: $102,3932023Assets 2024: $139,379Liabilities 2024: $0Net Assets 2024: $139,3792024

Highlighted filing

2016

Assets$191,187
Liabilities$0
Net Assets$191,187

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $277,4762010Expenses 2011: $248,1172011Expenses 2012: $293,3612012Revenue 2013: $292,728Expenses 2013: $297,766Net Income 2013: -$5,0382013Revenue 2014: $377,117Expenses 2014: $372,876Net Income 2014: $4,2412014Revenue 2015: $330,585Expenses 2015: $261,507Net Income 2015: $69,0782015Revenue 2016: $356,124Expenses 2016: $269,882Net Income 2016: $86,2422016Revenue 2017: $317,934Expenses 2017: $326,907Net Income 2017: -$8,9732017Revenue 2018: $323,374Expenses 2018: $316,430Net Income 2018: $6,9442018Revenue 2019: $320,764Expenses 2019: $430,173Net Income 2019: -$109,4092019Revenue 2020: $367,004Expenses 2020: $351,123Net Income 2020: $15,8812020Revenue 2021: $322,766Expenses 2021: $330,479Net Income 2021: -$7,7132021Revenue 2022: $391,201Expenses 2022: $325,449Net Income 2022: $65,7522022Revenue 2023: $345,014Expenses 2023: $396,290Net Income 2023: -$51,2762023Revenue 2024: $355,731Expenses 2024: $318,745Net Income 2024: $36,9862024

Highlighted filing

2016

Revenue$356,124
Expenses$269,882
Net Income$86,242
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 10, 2017
Return Version
2016v3.0
Gross Receipts
$356,124
Mission and Program Overview

Mission

Provide assistance for electric and heating utility bills and financial support for nonprofit community organizations that meet educational, healthcare, and economic and community development needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$104,945$191,187▲ $86,242
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$104,945$191,187▲ $86,242
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$104,945$191,187▲ $86,242
Total Net Assets Fund Balance$104,945$191,187▲ $86,242
Total Liabilities and Net Assets / Fund Balance$104,945$191,187▲ $86,242
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kenneth R GreenePresident
Douglas W Johnsonexec vice chair
Jeffrey B JoinesVice President
Bradley McNeillDirector
Bryan EdwardsDirector
David BooneDirector
James LawrenceDirector
Johnny WishonDirector
Kelly Meltondirector
Mitch FranklinDirector
Tom TrexlerDirector
David EggersAsst. Sec. Trea
Joy B CoffeySec. - Treas.
Katie M WoodleSVP Fin & CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$356,124
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$257,624
Change in Net Assets
$86,242

Audited Revenue Reconciliation

Revenue per Audited Statements
$356,124
Total Revenue per Audited Statements
$356,124
Total Revenue per Form 990
$356,124
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$160,116
Grants and Similar Amounts Paid$109,766
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$109,766--$109,766
Other Expenses$23,500--$23,500
Total Functional Expenses$269,882$0$0$269,882

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$269,882
Total Expenses per Audited Statements$269,882
Total Expenses per Form 990$269,882
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Caldwell Memorial FoundationLenoir, NC-Unrestricted Support$25,000
Wamy Community Action IncBoone, NC-Unrestricted Support$25,000
Blue Ridge Developmental DaySparta, NC-Unrestricted Support$15,000
Helton Township IncLansing, NC-Unrestricted Support$15,000
App Reg Healthcare FoundBoone, NC-Unrestricted Support$10,000
Solid Rock Food ClosetSparta, NC-Unrestricted Support$10,000
Pond Mountain Vol Fire & RescCreston, NC-Unrestricted Support$9,766
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

the cfo reviews the 990 with the board prior to filing with the IRS.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Each director, principal officer and member of a committee with governing board delegated powers shall sign annually a statement which affirms such persons are in compliance with the policy.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents and the form 990 are available upon request.

Filing and Contact Details

Filer

Filer Name
Blue Ridge Electric Members
EIN
56-1793740
Phone
8287582383
Address
PO BOX 112, LENOIR, NC 28645

Signing Officer

Name
Katie M Woodle
Title
SVP Fin & CFO
Signed
2017-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katie M Woodle
Formed
1991
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Adams Jenkins Cheatham Pc
Address
231 WYLDEROSE DR, MIDLOTHIAN, VA 23113-6845
Preparer
G Steven Gilliam CPA
Phone
8043231313
Supplemental Narrative

Additional Explanations

Contributed Services

Blue Ridge EMC donates certain general and administrative services along with the use of its facilities to the Blue Ridge Electric Members Foundation. The estimated value of these services for the year ending December 31, 2016 and 2015 was $23,500 and $23,000, respectively.

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IRS990/Form990PartVIISectionAGrp/PersonNm12Katie M Woodle
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
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IRS990/Form990PartVIISectionAGrp/TitleTxt12SVP FIN & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13exec vice chair
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt023500
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Assistance to needy families
IRS990/OtherExpensesGrp/Desc1Community Organization grants
IRS990/OtherExpensesGrp/Desc2Admin Services - donated
IRS990/OtherExpensesGrp/ProgramServicesAmt095882
IRS990/OtherExpensesGrp/ProgramServicesAmt140734
IRS990/OtherExpensesGrp/ProgramServicesAmt223500
IRS990/OtherExpensesGrp/TotalAmt095882
IRS990/OtherExpensesGrp/TotalAmt140734
IRS990/OtherExpensesGrp/TotalAmt223500
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Katie M Woodle
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0330575
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt083000
IRS990/PYInvestmentIncomeAmt010
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0178507
IRS990/PYRevenuesLessExpensesAmt069078
IRS990/PYTotalExpensesAmt0261507
IRS990/PYTotalRevenueAmt0330585
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt086242
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RelatedOrganizationsAmt098500
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0104945
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0191187
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0332623
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0307575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0357601
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0273141
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0267851
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01538791
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01538791
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0332623
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0307575
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0357601
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0273141
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0267851
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01538791
IRS990ScheduleA/TotalSupportAmt01538791
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ExpensesSubtotalAmt0269882
IRS990ScheduleD/RevenueSubtotalAmt0356124
IRS990ScheduleD/TotalExpensesPerForm990Amt0269882
IRS990ScheduleD/TotalRevenuePerForm990Amt0356124
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0356124
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0269882
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/CashGrantAmt225000
IRS990ScheduleI/RecipientTable/CashGrantAmt315000
IRS990ScheduleI/RecipientTable/CashGrantAmt49766
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/CashGrantAmt625000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Unrestricted Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1UNRESTRICTED SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2UNRESTRICTED SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3UNRESTRICTED SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4UNRESTRICTED SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Unrestricted Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6UNRESTRICTED SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0App Reg Healthcare Found
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BLUE RIDGE DEVELOPMENTAL DAY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CALDWELL MEMORIAL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3HELTON TOWNSHIP INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4POND MOUNTAIN VOL FIRE & RESC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Solid Rock Food Closet
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6WAMY COMMUNITY ACTION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0204625618
IRS990ScheduleI/RecipientTable/RecipientEIN1464326346
IRS990ScheduleI/RecipientTable/RecipientEIN2560554202
IRS990ScheduleI/RecipientTable/RecipientEIN3561288315
IRS990ScheduleI/RecipientTable/RecipientEIN4561511729
IRS990ScheduleI/RecipientTable/RecipientEIN5200758409
IRS990ScheduleI/RecipientTable/RecipientEIN6560816296
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 2600
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1711 ANDREWS RIDGE ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2402 MULBERRY ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3209 OLD HELTON SCHOOL RD

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.00$1.39$3.56$3.19$0.37
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$3.45$3.96$0.51
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$3.91$3.25$0.66
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.07$0.88$3.23$3.30$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$3.67$3.51$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$3.21$4.30$1.09
2018Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$3.23$3.16$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$3.18$3.27$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$3.56$2.70$0.86
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$3.31$2.62$0.69
2014Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$3.77$3.73$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$2.93$2.98$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.62$0.37$2.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.00$0.43$2.48
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.28$2.77