Civic Intelligence

Gaston Together Communites of Excellence

990 • Fiscal year 2018 • EIN 56-2048064

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 24, 2019

PO Box 817Gastonia, NC 28053-0817

(704) 867-9869

Siviq Scores

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

Liabilities / Assets

66th percentile

0.04x

Higher debt load relative to assets than 66% of similar nonprofits.

2018 filings • NTEE S • <$500k nonprofits • Source year 2018

Liabilities / Revenue

63rd percentile

0.02x

Higher debt load relative to revenue than 63% of similar nonprofits.

2018 filings • NTEE S • <$500k nonprofits • Source year 2018

Net Margin

87th percentile

35%

Higher net margin than 87% of similar nonprofits.

2018 filings • NTEE S • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$71,792

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 21.6% of source-year revenue.

2018 filings • NTEE S • <$500k nonprofits • Source year 2018

Asset Growth

96th percentile

245%

Faster asset growth than 96% of similar nonprofits.

2018 filings • NTEE S • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

90th percentile

76%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • NTEE S • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$172,208

Up $122,302 (+245%) from 2017

Net Assets

Up

$165,981

Up $116,741 (+237%) from 2017

Liabilities

Up

$6,227

Up $5,561 (+835%) from 2017

Revenue

Up

$333,120

Up $143,485 (+76%) from 2017

Expenses

Down

$216,379

Down $22,666 (-9.5%) from 2017

Net Income

Up

$116,741

Up $166,151 (+336%) from 2017

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $336,067Liabilities 2011: $14,599Net Assets 2011: $321,4682011Assets 2012: $312,892Liabilities 2012: $9,082Net Assets 2012: $303,8102012Assets 2013: $157,808Liabilities 2013: $1,285Net Assets 2013: $156,5232013Assets 2014: $176,181Liabilities 2014: $4,210Net Assets 2014: $171,9712014Assets 2015: $148,258Liabilities 2015: $14,900Net Assets 2015: $133,3582015Assets 2016: $99,508Liabilities 2016: $858Net Assets 2016: $98,6502016Assets 2017: $49,906Liabilities 2017: $666Net Assets 2017: $49,2402017Assets 2018: $172,208Liabilities 2018: $6,227Net Assets 2018: $165,9812018Assets 2019: $143,043Liabilities 2019: $4,622Net Assets 2019: $138,4212019Assets 2020: $194,631Liabilities 2020: $3,817Net Assets 2020: $190,8142020Assets 2021: $212,084Liabilities 2021: $4,304Net Assets 2021: $207,7802021Assets 2022: $313,535Liabilities 2022: $0Net Assets 2022: $313,5352022Assets 2023: $255,646Liabilities 2023: $0Net Assets 2023: $255,6462023Assets 2024: $165,716Liabilities 2024: $792Net Assets 2024: $164,9242024

Highlighted filing

2018

Assets$172,208
Liabilities$6,227
Net Assets$165,981

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $566,538Expenses 2011: $546,009Net Income 2011: $20,5292011Revenue 2012: $383,071Expenses 2012: $400,729Net Income 2012: -$17,6582012Revenue 2013: $219,074Expenses 2013: $366,361Net Income 2013: -$147,2872013Revenue 2014: $244,255Expenses 2014: $228,807Net Income 2014: $15,4482014Revenue 2015: $257,888Expenses 2015: $296,501Net Income 2015: -$38,6132015Revenue 2016: $192,857Expenses 2016: $227,565Net Income 2016: -$34,7082016Revenue 2017: $189,635Expenses 2017: $239,045Net Income 2017: -$49,4102017Revenue 2018: $333,120Expenses 2018: $216,379Net Income 2018: $116,7412018Revenue 2019: $220,077Expenses 2019: $247,637Net Income 2019: -$27,5602019Revenue 2020: $248,762Expenses 2020: $196,369Net Income 2020: $52,3932020Revenue 2021: $226,035Expenses 2021: $209,069Net Income 2021: $16,9662021Revenue 2022: $198,546Expenses 2022: $92,791Net Income 2022: $105,7552022Revenue 2023: $172,478Expenses 2023: $231,080Net Income 2023: -$58,6022023Revenue 2024: $95,306Expenses 2024: $186,028Net Income 2024: -$90,7222024

Highlighted filing

2018

Revenue$333,120
Expenses$216,379
Net Income$116,741
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 24, 2019
Return Version
2018v3.1
Gross Receipts
$333,120
Mission and Program Overview

Mission

To bring the people and resources of gaston county together to address our county's most pressing needs through collaboration, facilitation, promotion and the anticipation of possibilities

Grassroots community planning and problem-solving organization; programs and services developed to bring together the talents and resources of citizens to improve opportunities and quality of life in gaston county

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$44,729$136,793▲ $92,064
Pledges and Grants Receivable$3,000$33,510▲ $30,510
Land, Buildings, and Equipment, Net$1,376$1,076▼ $300
Prepaid Expenses and Deferred Charges$801$829▲ $28
Total Assets$49,906$172,208▲ $122,302
Liabilities
Accounts Payable and Accrued Expenses$666$6,227▲ $5,561
Total Liabilities$666$6,227▲ $5,561
Net Assets / Fund Balance
Unrestricted Net Assets$41,240$157,981▲ $116,741
Temporarily Rstr Net Assets$8,000$8,000→ $0
Total Net Assets Fund Balance$49,240$165,981▲ $116,741
Total Liabilities and Net Assets / Fund Balance$49,906$172,208▲ $122,302

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,076$4,493$5,569
Compensation and Service Providers

Employees

NameTitleBaseTotal
Donna LockettExecutive Di$71,792$71,792
Revenue and Support

Revenue Composition

Contributions and Grants
$313,401
Program Service Revenue
$18,625
Investment Income
$14
Other Revenue
$1,080
All Other Contributions
$313,401
Change in Net Assets
$116,741

Audited Revenue Reconciliation

Revenue per Audited Statements
$333,120
Total Revenue per Audited Statements
$333,120
Total Revenue per Form 990
$333,120
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$110,799
Other Expenses$105,580
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$74,602$24,867-$99,469
Office Expenses-$10,379-$10,379
All Other Expenses$8,959$146-$9,105
Payroll Taxes$6,196$2,066-$8,262
Fees for Services Other-$5,597-$5,597
Other Expenses$5,000--$5,000
Occupancy-$3,600-$3,600
Pension Plan Contributions-$3,068-$3,068
Insurance-$1,928-$1,928
Conferences and Meetings-$1,907-$1,907
Advertising-$694-$694
Travel-$612-$612
Depreciation Depletion-$300-$300
Information Technology-$96-$96
Total Functional Expenses$161,119$55,260$0$216,379

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$216,379
Total Expenses per Audited Statements$216,379
Total Expenses per Form 990$216,379
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
Yes
Annual disclosure for covered persons
Yes
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
Yes
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, Page 6, Part VI, Line 11B

Form 990 is e-mailed to the board for review before it is filed.

Form 990, Page 6, Part VI, Line 12C

All board members must update and sign on an annual basis. Board members are reminded mid-year to update. Any potential conflicts are discussed at board meetings.

Form 990, Page 6, Part VI, Line 15A

Executive director has an annual review by the executive committee and compensation is determined based on results of this overall performance review: financials and personal observations/interaction with the executive director throughout the year. The executive committee meets with the executive director to review work.

Form 990, Page 6, Part VI, Line 15B

The executive director evaluates each staff member and makes recommendations on compensation with final approval by the executive committee.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Gaston Together
EIN
56-2048064
Phone
7048679869
Address
PO BOX 817, GASTONIA, NC 28053-0817

Signing Officer

Name
Donna Lockett
Title
Executive Director
Phone
7048525545
Signed
2019-06-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna Lockett
Formed
1997
Legal Domicile
Nc
Voting Board Members
22
Independent Board Members
22
Employees
6
Volunteers
150

Preparer

Firm
Mccannon Rogers Driscoll & Assoc Llp
Address
PO BOX 339, GASTONIA, NC 28053-0339
Preparer
Randy G Boyd
Phone
7048670264
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4B

Healthcare commission: established to develop a workable community-wide agenda to improve the health status of citizens in gaston county. This work is accomplished through a network of organizations and people involved in health care access, funding, distribution, and resource allocation. Current focus areas: - healthy gaston - seeks to create a culture of wellness in businesses, schools and churches and thereby improve the vitality of organizations and ultimately impact individual health. With part-time staff, 32 organizations currently enrolled representing over 13,600 employees. Current status levels: five at gold level, fourteen at silver level, three at bronze level and ten on the journey of wellness - policy and advocacy teams: 1) gaston controlled substances coalition with over 100 members serving the coalition and focused on the opioid epidemic 2) health in all aspects, which develops policies in support of environments that enable county residents to achieve healthy outcomes. - health at home: medical reference guide program established for the uninsured and underinsured (at no cost) in gaston county. Books also sold to companies and individuals to help sustain program for the uninsured and underinsured. 1) since 2004, over 12,500 books now distributed in gaston county (includes training on how to use the book) 2) surveys on use of the book distributed after six-month use. Regardless of station in life, book recipients say it has helped them with a medical issue and has saved them an unnecessary visit to the er.

Form 990, Page 2, Part III, Line 4D

Other programs and services include the gaston clergy and citizens coalition, training programs, etc.

Financial Statement Notes

Schedule D, Page 3, Part X

The organization has determined that it does not have any material unrecognized tax benefits or obligations as of december 31, 2018. The organization has tax years ending december 31, 2017, 2016, and 2015 subject to examination by the internal revenue service.

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IRS990/MissionDesc0TO BRING THE PEOPLE AND RESOURCES OF GASTON COUNTY TOGETHER TO ADDRESS OUR COUNTY'S MOST PRESSING NEEDS THROUGH COLLABORATION, FACILITATION, PROMOTION AND THE ANTICIPATION OF POSSIBILITIES
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IRS990/ProgSrvcAccomActy2Grp/Desc0HEALTHCARE COMMISSION: ESTABLISHED TO DEVELOP A WORKABLE COMMUNITY-WIDE AGENDA TO IMPROVE THE HEALTH STATUS OF CITIZENS IN GASTON COUNTY. THIS WORK IS ACCOMPLISHED THROUGH A NETWORK OF ORGANIZATIONS AND PEOPLE INVOLVED IN HEALTH CARE ACCESS, FUNDING, DISTRIBUTION, AND RESOURCE ALLOCATION. CURRENT FOCUS AREAS: - HEALTHY GASTON - SEEKS TO CREATE A CULTURE OF WELLNESS IN BUSINESSES, SCHOOLS AND CHURCHES AND THEREBY IMPROVE THE VITALITY OF ORGANIZATIONS AND ULTIMATELY IMPACT INDIVIDUAL HEALTH. WITH PART-TIME STAFF, 32 ORGANIZATIONS CURRENTLY ENROLLED REPRESENTING OVER 13,600 EMPLOYEES. CURRENT STATUS LEVELS: FIVE AT GOLD LEVEL, FOURTEEN AT SILVER LEVEL, THREE AT BRONZE LEVEL AND TEN ON THE JOURNEY OF WELLNESS - POLICY AND ADVOCACY TEAMS: 1) GASTON CONTROLLED SUBSTANCES COALITION WITH OVER 100 MEMBERS SERVING THE COALITION AND FOCUSED ON THE OPIOID EPIDEMIC 2) HEALTH IN ALL ASPECTS, WHICH DEVELOPS POLICIES IN SUPPORT OF ENVIRONMENTS THAT ENABLE COUNTY RESIDENTS TO ACHIEVE HEALTHY OUTCOMES. - HEALTH AT HOME: MEDICAL REFERENCE GUIDE PROGRAM ESTABLISHED FOR THE UNINSURED AND UNDERINSURED (AT NO COST) IN GASTON COUNTY. BOOKS ALSO SOLD TO COMPANIES AND INDIVIDUALS TO HELP SUSTAIN PROGRAM FOR THE UNINSURED AND UNDERINSURED. 1) SINCE 2004, OVER 12,500 BOOKS NOW DISTRIBUTED IN GASTON COUNTY (INCLUDES TRAINING ON HOW TO USE THE BOOK) 2) SURVEYS ON USE OF THE BOOK DISTRIBUTED AFTER SIX-MONTH USE. REGARDLESS OF STATION IN LIFE, BOOK RECIPIENTS SAY IT HAS HELPED THEM WITH A MEDICAL ISSUE AND HAS SAVED THEM AN UNNECESSARY VISIT TO THE ER.
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IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY LEADERSHIP PROGRAMS: TO BUILD AND PROMOTE COMMUNITY PRIDE IN GASTON COUNTY - COMMUNITY LEADERSHIP AWARDS PROMOTES COMMUNITY PRIDE AND SHOWCASES POSITIVE COMMUNITY IMPROVEMENT/ENHANCEMENTS. PRESENTED TO AN ORGANIZATION THAT HAS USED NON-SILO, UNIQUE PROBLEM-SOLVING PROCESS TO IMPROVE QUALITY OF LIFE IN GASTON COUNTY. OVER 250 ATTEND ANNUAL EVENT. - PRIDE IN GASTON TRAVELING TOUR AND PROUDEST KID IN GASTON COUNTY ESSAY CONTEST FOR THIRD GRADERS, BUILDS COMMUNITY PRIDE IN YOUNG STUDENTS. ALL PUBLIC SCHOOLS AND MANY PRIVATE SCHOOLS PARTICIPATE EACH YEAR REPRESENTING OVER 2500 STUDENTS ANNUALLY. SINCE ITS CREATION IN THE 2000-2001 SCHOOL YEAR, OVER 45,000 STUDENTS HAVE PARTICIPATED IN THIS PROGRAM.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAMS AND SERVICES INCLUDE THE GASTON CLERGY AND CITIZENS COALITION, TRAINING PROGRAMS, ETC.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2018. THE ORGANIZATION HAS TAX YEARS ENDING DECEMBER 31, 2017, 2016, AND 2015 SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$1.66$0.01$1.65$0.95$1.86$0.91
2023Summary only. Only limited summary data is available for this year.$2.56$0.00$2.56$1.72$2.31$0.59
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.00$3.14$1.99$0.93$1.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.04$2.08$2.26$2.09$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.04$1.91$2.49$1.96$0.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.05$1.38$2.20$2.48$0.28
2018Detailed filing. Detailed filing data is available for this year.$1.72$0.06$1.66$3.33$2.16$1.17
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.01$0.49$1.90$2.39$0.49
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.01$0.99$1.93$2.28$0.35
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.15$1.33$2.58$2.97$0.39
2014Summary only. Only limited summary data is available for this year.$1.76$0.04$1.72$2.44$2.29$0.15
2013Summary only. Only limited summary data is available for this year.$1.58$0.01$1.57$2.19$3.66$1.47
2012Summary only. Only limited summary data is available for this year.$3.13$0.09$3.04$3.83$4.01$0.18
2011Summary only. Only limited summary data is available for this year.$3.36$0.15$3.21$5.67$5.46$0.21