Civic Intelligence

Lower Neuse River Basin Association

990 • Fiscal year 2022 • EIN 56-1884095

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 08, 2022

C/O H Phthisic Iii PO Box 1410Clayton, NC 27528

(919) 796-8049

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2022 filings • NTEE C • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

23rd percentile

0.00x

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

2022 filings • NTEE C • $500k-$1M nonprofits • Source year 2022

Net Margin

60th percentile

13%

Higher net margin than 60% of similar nonprofits.

2022 filings • NTEE C • $500k-$1M nonprofits • Source year 2022

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.

2022 filings • NTEE C • $500k-$1M nonprofits • Source year 2022

Asset Growth

60th percentile

3.6%

Faster asset growth than 60% of similar nonprofits.

2022 filings • NTEE C • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

52nd percentile

-0.4%

Faster revenue growth than 52% of similar nonprofits.

2022 filings • NTEE C • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Up

$585,368

Up $20,289 (+3.6%) from 2021

Net Assets

Up

$585,368

Up $20,289 (+3.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$153,105

Down $633 (-0.4%) from 2021

Expenses

Up

$132,815

Up $5,486 (+4.3%) from 2021

Net Income

Down

$20,290

Down $6,119 (-23%) from 2021

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $451,209Liabilities 2012: $0Net Assets 2012: $451,2092012Assets 2013: $454,011Liabilities 2013: $0Net Assets 2013: $454,0112013Assets 2014: $459,103Liabilities 2014: $0Net Assets 2014: $459,1032014Assets 2015: $471,081Liabilities 2015: $0Net Assets 2015: $471,0812015Assets 2016: $466,495Liabilities 2016: $0Net Assets 2016: $466,4952016Assets 2017: $483,743Liabilities 2017: $0Net Assets 2017: $483,7432017Assets 2018: $503,365Liabilities 2018: $0Net Assets 2018: $503,3652018Assets 2019: $519,503Liabilities 2019: $0Net Assets 2019: $519,5032019Assets 2020: $538,670Liabilities 2020: $0Net Assets 2020: $538,6702020Assets 2021: $565,079Liabilities 2021: $0Net Assets 2021: $565,0792021Assets 2022: $585,368Liabilities 2022: $0Net Assets 2022: $585,3682022Assets 2023: $605,626Liabilities 2023: $0Net Assets 2023: $605,6262023Assets 2024: $613,862Liabilities 2024: $0Net Assets 2024: $613,8622024Assets 2025: $632,845Liabilities 2025: $0Net Assets 2025: $632,8452025

Highlighted filing

2022

Assets$585,368
Liabilities$0
Net Assets$585,368

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2012: $120,209Expenses 2012: $129,239Net Income 2012: -$9,0302012Revenue 2013: $128,246Expenses 2013: $125,444Net Income 2013: $2,8022013Revenue 2014: $134,586Expenses 2014: $129,494Net Income 2014: $5,0922014Revenue 2015: $135,031Expenses 2015: $123,053Net Income 2015: $11,9782015Revenue 2016: $135,052Expenses 2016: $139,638Net Income 2016: -$4,5862016Revenue 2017: $135,063Expenses 2017: $117,815Net Income 2017: $17,2482017Revenue 2018: $0Expenses 2018: $115,559Net Income 2018: -$115,5592018Revenue 2019: $139,570Expenses 2019: $123,432Net Income 2019: $16,1382019Revenue 2020: $153,532Expenses 2020: $134,365Net Income 2020: $19,1672020Revenue 2021: $153,738Expenses 2021: $127,329Net Income 2021: $26,4092021Revenue 2022: $153,105Expenses 2022: $132,815Net Income 2022: $20,2902022Revenue 2023: $154,640Expenses 2023: $134,382Net Income 2023: $20,2582023Revenue 2024: $160,287Expenses 2024: $152,051Net Income 2024: $8,2362024Revenue 2025: $160,451Expenses 2025: $141,468Net Income 2025: $18,9832025

Highlighted filing

2022

Revenue$153,105
Expenses$132,815
Net Income$20,290
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 8, 2022
Return Version
2021v4.2
Gross Receipts
$153,105
Mission and Program Overview

Mission

To improve the water quality in the neuse river through innovative and cost effective wastewater treatment and reduction strategies.

To improve the water quality in the neuse river through innovative and cost effective wastewater treatment and reduction strategies

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$565,079$585,368▲ $20,289
Rtn Earn Endowment Incm Other Fnds$565,079$585,368▲ $20,289
Total Assets$565,079$585,368▲ $20,289
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$565,079$585,368▲ $20,289
Total Liabilities and Net Assets / Fund Balance$565,079$585,368▲ $20,289
Compensation and Service Providers

Board Members and Trustees

NameTitle
John KiviniemiChairman
Chuck SmithwickVice Chairman
Dan WallDirector
David HodgkinsDirector
David SuggsDirector
Drake RobartDirector
Jimmy PridgenDirector
John CraftDirector
Jordan HughesDirector
Kim PickettDirector
Lori AventDirector
Mike GrahamDirector
Mike WagnerDirector
Phillip SmithDirector
Rich CappolaDirector
Rick DayDirector
Robert ShermanDirector
Kenneth StevensSecretary
Donald SmithTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Environment 1Water Quality MonitoringPO BOX 7085, Greenville, NC 27834$108,871
Revenue and Support

Revenue Composition

Contributions and Grants
$151,823
Program Service Revenue
$0
Investment Income
$1,282
Other Revenue
$0
Change in Net Assets
$20,290
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$132,815
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
Other Expenses$108,871--$108,871
Fees for Services Accounting-$19,219-$19,219
Information Technology-$1,110-$1,110
Conferences and Meetings-$570-$570
Total Functional Expenses$111,916$20,899$0$132,815
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Part VI Line 1A

There are no differences in voting rights amoung the members of

Part VI Line 1A

The governing body. One vote for eash jurisdiction,

Part VI Line 6

The lower neuse river basin is a membership orginization.

Part VI Line 7B

The lower neuse basin association directors are the governing

Part VI Line 7B

Body and generally approve all decisions.

Part VI Line 11B

The board of directors were provided a copy of form 990 for tax

Part VI Line 11B

Year 2021 for their review.

Part VI Line 15A or B

A committee was formed to determine compensation of the exe dir

Part VI Line 15A or B

Using info of similar positions. Their recommendation was approved by the b

Part VI Line 19

The governing documents, conflict of interest policy and financial

Part VI Line 19

Statements are available upon request.

PART VI LINE 1A

There are no differences in voting rights amount the members of

PART VI LINE 1A

The governing body. One vote for each jurisdiction.

PART VI LINE 1B

The committe does not have voting rights.

Part VI Line 6

The lower neuse basin association is a membership organization.

PART VI LINE 7A

The members (directors) elect the governing body.

PART VI LINE 7B

The lower neuse basin association directors are the governing

PART VI LINE 7B

Body and generally approve all decisions.

PART VI LINE 8B

The committee does not have the authority to act on behalf of the

PART VI LINE 8B

GOVERNING BODY.

PART VI LINE 11B

The boared of directors was provided a complete copy of form 990

PART VI LINE 11B

For tax year 2021 for their review.

PART VI LINE 15A or B

A committee was formed to determine compensation of the exe dir

PART VI LINE 15A or B

Using similar positions. Recommendation was approved by the members.

Part VI Line 19

The governing documents, conflict of interest, financial

Part VI Line 19

Statements are available upon request as well as on the website.

Filing and Contact Details

Filer

Filer Name
Lower Neuse Basin Association
EIN
56-1884095
In Care Of
% JOHN KIVINIEMI
Phone
9197968049
Address
C/O H PHTHISIC III PO BOX 1410, Clayton, NC 27528

Signing Officer

Name
John Kiviniemi
Title
Chairman
Phone
9197968049
Signed
2022-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Kiviniemi
Formed
1994
Legal Domicile
Nc
Voting Board Members
19
Independent Board Members
19
Employees
0

Preparer

Firm
JMW Bookkeeping
Address
5648 Oakdale Road, Knightdale, NC 27545
Preparer
Jewell M Wiggins
Phone
9192661073
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0139056
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0134800
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO DIFFERENCES IN VOTING RIGHTS AMOUNG THE MEMBERS OF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY. ONE VOTE FOR EASH JURISDICTION,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE LOWER NEUSE RIVER BASIN IS A MEMBERSHIP ORGINIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE LOWER NEUSE BASIN ASSOCIATION DIRECTORS ARE THE GOVERNING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BODY AND GENERALLY APPROVE ALL DECISIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS WERE PROVIDED A COPY OF FORM 990 FOR TAX
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6YEAR 2021 FOR THEIR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7A COMMITTEE WAS FORMED TO DETERMINE COMPENSATION OF THE EXE DIR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8USING INFO OF SIMILAR POSITIONS. THEIR RECOMMENDATION WAS APPROVED BY THE B
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11THERE ARE NO DIFFERENCES IN VOTING RIGHTS AMOUNT THE MEMBERS OF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12THE GOVERNING BODY. ONE VOTE FOR EACH JURISDICTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13THE COMMITTE DOES NOT HAVE VOTING RIGHTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14THE LOWER NEUSE BASIN ASSOCIATION IS A MEMBERSHIP ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15THE MEMBERS (DIRECTORS) ELECT THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16THE LOWER NEUSE BASIN ASSOCIATION DIRECTORS ARE THE GOVERNING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17BODY AND GENERALLY APPROVE ALL DECISIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18THE COMMITTEE DOES NOT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20THE BOARED OF DIRECTORS WAS PROVIDED A COMPLETE COPY OF FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21FOR TAX YEAR 2021 FOR THEIR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22A COMMITTEE WAS FORMED TO DETERMINE COMPENSATION OF THE EXE DIR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23USING SIMILAR POSITIONS. RECOMMENDATION WAS APPROVED BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST, FINANCIAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25STATEMENTS ARE AVAILABLE UPON REQUEST AS WELL AS ON THE WEBSITE.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part VI Line 15a or b
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19PART VI LINE 8b
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21PART VI LINE 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22PART VI LINE 15a or b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23PART VI LINE 15a or b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24PART VI LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25PART VI LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0565079
IRS990/TotalAssetsEOYAmt0585368
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IRS990/TotalAssetsGrp/EOYAmt0585368
IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.33$0.00$6.33$1.60$1.41$0.19
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.14$0.00$6.14$1.60$1.52$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.06$0.00$6.06$1.55$1.34$0.20
2022Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$1.53$1.33$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.65$0.00$5.65$1.54$1.27$0.26
2020Summary only. Only limited summary data is available for this year.$5.39$0.00$5.39$1.54$1.34$0.19
2019Summary only. Only limited summary data is available for this year.$5.20$0.00$5.20$1.40$1.23$0.16
2018Summary only. Only limited summary data is available for this year.$5.03$0.00$5.03$0.00$1.16$1.16
2017Summary only. Only limited summary data is available for this year.$4.84$0.00$4.84$1.35$1.18$0.17
2016Summary only. Only limited summary data is available for this year.$4.66$0.00$4.66$1.35$1.40$0.05
2015Summary only. Only limited summary data is available for this year.$4.71$0.00$4.71$1.35$1.23$0.12
2014Summary only. Only limited summary data is available for this year.$4.59$0.00$4.59$1.35$1.29$0.05
2013Summary only. Only limited summary data is available for this year.$4.54$0.00$4.54$1.28$1.25$0.03
2012Summary only. Only limited summary data is available for this year.$4.51$0.00$4.51$1.20$1.29$0.09