Civic Intelligence

Marion West Inc.

990 • Fiscal year 2022 • EIN 56-2153108

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 12, 2022

Organization ProfileN/A
110 Philbeck StreetShelby, NC 28150

(704) 482-3488

Siviq Scores

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

Liabilities / Assets

13th percentile

0.02x

Higher debt load relative to assets than 13% of similar nonprofits.

2022 filings • NTEE L22 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

19th percentile

0.15x

Higher debt load relative to revenue than 19% of similar nonprofits.

2022 filings • NTEE L22 • $1M-$5M nonprofits • Source year 2022

Net Margin

12th percentile

-65%

Higher net margin than 12% of similar nonprofits.

2022 filings • NTEE L22 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

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

2022 filings • NTEE L22 • $1M-$5M nonprofits • Source year 2022

Asset Growth

10th percentile

-8.1%

Faster asset growth than 10% of similar nonprofits.

2022 filings • NTEE L22 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

17th percentile

-4.2%

Faster revenue growth than 17% of similar nonprofits.

2022 filings • NTEE L22 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$1,427,750

Down $126,619 (-8.1%) from 2021

Net Assets

Down

$1,397,324

Down $127,508 (-8.4%) from 2021

Liabilities

Up

$30,426

Up $889 (+3.0%) from 2021

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin12th percentile

Revenue

Down

$197,276

Down $8,683 (-4.2%) from 2021

Expenses

Up

$324,784

Up $78,046 (+32%) from 2021

Net Income

Down

-$127,508

Down $86,729 (-213%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,129,193Liabilities 2011: $11,697Net Assets 2011: $2,117,4962011Assets 2012: $2,085,662Liabilities 2012: $17,847Net Assets 2012: $2,067,8152012Assets 2013: $2,031,530Liabilities 2013: $22,744Net Assets 2013: $2,008,7862013Assets 2014: $1,974,332Liabilities 2014: $21,171Net Assets 2014: $1,953,1612014Assets 2015: $1,909,062Liabilities 2015: $21,860Net Assets 2015: $1,887,2022015Assets 2016: $1,829,951Liabilities 2016: $33,675Net Assets 2016: $1,796,2762016Assets 2017: $1,765,640Liabilities 2017: $21,406Net Assets 2017: $1,744,2342017Assets 2018: $1,716,438Liabilities 2018: $27,721Net Assets 2018: $1,688,7172018Assets 2019: $1,660,493Liabilities 2019: $32,588Net Assets 2019: $1,627,9052019Assets 2020: $1,594,719Liabilities 2020: $29,108Net Assets 2020: $1,565,6112020Assets 2021: $1,554,369Liabilities 2021: $29,537Net Assets 2021: $1,524,8322021Assets 2022: $1,427,750Liabilities 2022: $30,426Net Assets 2022: $1,397,3242022Assets 2023: $1,361,684Liabilities 2023: $32,187Net Assets 2023: $1,329,4972023

Highlighted filing

2022

Assets$1,427,750
Liabilities$30,426
Net Assets$1,397,324
Open 2022 Filing

Operations Trend

Revenue Growth17th percentile

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

$400K$200K$0-$200KRevenue 2011: $139,886Expenses 2011: $204,465Net Income 2011: -$64,5792011Revenue 2012: $152,009Expenses 2012: $201,690Net Income 2012: -$49,6812012Revenue 2013: $154,434Expenses 2013: $213,463Net Income 2013: -$59,0292013Revenue 2014: $154,570Expenses 2014: $210,195Net Income 2014: -$55,6252014Revenue 2015: $152,392Expenses 2015: $218,351Net Income 2015: -$65,9592015Revenue 2016: $160,532Expenses 2016: $251,458Net Income 2016: -$90,9262016Revenue 2017: $178,947Expenses 2017: $230,989Net Income 2017: -$52,0422017Revenue 2018: $190,035Expenses 2018: $245,552Net Income 2018: -$55,5172018Revenue 2019: $191,719Expenses 2019: $252,531Net Income 2019: -$60,8122019Revenue 2020: $206,191Expenses 2020: $268,485Net Income 2020: -$62,2942020Revenue 2021: $205,959Expenses 2021: $246,738Net Income 2021: -$40,7792021Revenue 2022: $197,276Expenses 2022: $324,784Net Income 2022: -$127,5082022Revenue 2023: $205,389Expenses 2023: $273,216Net Income 2023: -$67,8272023

Highlighted filing

2022

Revenue$197,276
Expenses$324,784
Net Income-$127,508
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 12, 2022
Return Version
2021v4.2
Gross Receipts
$205,928
Mission and Program Overview

Mission

Provide housing for low income elderly.

Low income housing for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,358,523$1,309,361▼ $49,162
Savings and Temporary Cash Investments$140,547$98,031▼ $42,516
Cash and Non-Interest-Bearing Accounts$36,700$3,474▼ $33,226
Accounts Receivable$412$2,533▲ $2,121
Prepaid Expenses and Deferred Charges$5,301$2,133▼ $3,168
Total Assets$1,554,369$1,427,750▼ $126,619
Other Assets Total$12,886$12,218▼ $668
Liabilities
Accounts Payable and Accrued Expenses$18,763$19,466▲ $703
Other Liabilities$10,774$10,960▲ $186
Total Liabilities$29,537$30,426▲ $889
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,524,832$1,397,324▼ $127,508
Total Net Assets Fund Balance$1,524,832$1,397,324▼ $127,508
Total Liabilities and Net Assets / Fund Balance$1,554,369$1,427,750▼ $126,619

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,204,442$1,348,734$2,553,176
Equipment$9,719$132,165$141,884
Land$95,200-$95,200
Compensation and Service Providers
Top Officer Pay65th percentile

Board Members and Trustees

NameTitle
Dick StrachanPresident
Christy HutchinsDirector
Freida PauleyDirector
Jennifer Beth ThomasDirector
Linda a MartinDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$94,909
Program Service Revenue
$101,156
Investment Income
$-8,581
Other Revenue
$9,792
Change in Net Assets
$-127,508

Audited Revenue Reconciliation

Revenue per Audited Statements
$205,928
Revenue Not Reported on Financial Statements
$-8,652
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-8,652
Total Revenue per Audited Statements
$205,928
Total Revenue per Form 990
$197,276
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$324,784
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
Depreciation Depletion$70,760--$70,760
All Other Expenses$43,411$541-$43,952
Occupancy$28,692--$28,692
Insurance$24,937--$24,937
Fees for Services Management$23,625--$23,625
Other Expenses$16,571--$16,571
Fees for Services Accounting-$10,850-$10,850
Office Expenses$7,505--$7,505
Conferences and Meetings$195--$195
Total Functional Expenses$313,393$11,391$0$324,784

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$333,436
Expenses per Audited Statements$324,784
Total Expenses per Form 990$324,784
Expenses Not Reported on Form 990$8,652
Expenses Not Reported on Financial Statements$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$10,960
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
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, Part VI, Section B, Line 11B

“The form 990 is reviewed and signed by the housing director.”

Form 990, Part VI, Section C, Line 19

“The organization has no written conflict of interest policy. Governing documents, financial statements, and other pertinent information are provided to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Marion West Inc
EIN
56-2153108
Phone
7044823488
Address
110 PHILBECK STREET, SHELBY, NC 28150
Doing Business As
Marion West Apartments

Signing Officer

Name
Linda Geter
Title
Housing Director
Phone
7044823488
Signed
2022-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dick Strachan
Formed
1999
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Bernard Robinson & Company Llp
Address
PO BOX 19608, GREENSBORO, NC 27419-9608
Preparer
Greta G Meads
Phone
3362944494
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Cable tv expense: program service expenses 13,004. Management and general expenses 0. Fundraising expenses 0. Total expenses 13,004. Payroll reimbursement: program service expenses 10,422. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,422. Manager salary reimbursement: program service expenses 9,025. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,025. Garbage and trash removal: program service expenses 3,301. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,301. Payroll tax reimbursement: program service expenses 2,372. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,372. Security payroll/contract: program service expenses 1,936. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,936. Heating/cooling repairs and maintenance: program service expenses 1,393. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,393. Management consultants: program service expenses 988. Management and general expenses 0. Fundraising expenses 0. Total expenses 988. Landfill fee: program service expenses 970. Management and general expenses 0. Fundraising expenses 0. Total expenses 970. Miscellaneous administrative expenses: program service expenses 0. Management and general expenses 541. Fundraising expenses 0. Total expenses 541.”

Financial Statement Notes

PART X, LINE 2:

“It is the corporation's policy to evaluate all tax positions to identify any that may be considered uncertain. All identified material tax positions are assessed and measured by a "more-likely-than-not" threshold to determine if the tax position is uncertain and what, if any, the effect of the uncertain tax position may have on the financial statements. No material uncertain tax positions were identified for 2022.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Loss on fixed asset disposal -8,652.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on fixed asset disposal 8,652.”

Raw XML AppendixShowing 400 of 442 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.

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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0110948
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0105872
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt099468
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt091008
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0189828
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0597124
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt071
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0129
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0186
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0220
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0207
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0813
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/InvestmentIncomePYPct00.00100
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.99900
IRS990ScheduleA/PublicSupportTotal509Amt01002483
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0205857
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0206677
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0208622
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0191499
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0189828
IRS990ScheduleA/Total509Grp/TotalAmt01002483
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0205928
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0206806
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0208808
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0191719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0190035
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01003296
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01204442
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01348734
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02553176
IRS990ScheduleD/EquipmentGrp/BookValueAmt09719
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0132165
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0141884
IRS990ScheduleD/ExpensesNotReportedAmt08652
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0324784
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt095200
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt095200
IRS990ScheduleD/OtherExpensesIncludedAmt08652
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010960
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-8652
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-8652
IRS990ScheduleD/RevenueSubtotalAmt0205928
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IT IS THE CORPORATION'S POLICY TO EVALUATE ALL TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A "MORE-LIKELY-THAN-NOT" THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR 2022.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1LOSS ON FIXED ASSET DISPOSAL -8,652.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2LOSS ON FIXED ASSET DISPOSAL 8,652.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01309361
IRS990ScheduleD/TotalExpensesPerForm990Amt0324784
IRS990ScheduleD/TotalLiabilityAmt010960
IRS990ScheduleD/TotalRevenuePerForm990Amt0197276
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0205928
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0333436
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED AND SIGNED BY THE HOUSING DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS NO WRITTEN CONFLICT OF INTEREST POLICY. GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND OTHER PERTINENT INFORMATION ARE PROVIDED TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CABLE TV EXPENSE: PROGRAM SERVICE EXPENSES 13,004. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,004. PAYROLL REIMBURSEMENT: PROGRAM SERVICE EXPENSES 10,422. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,422. MANAGER SALARY REIMBURSEMENT: PROGRAM SERVICE EXPENSES 9,025. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,025. GARBAGE AND TRASH REMOVAL: PROGRAM SERVICE EXPENSES 3,301. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,301. PAYROLL TAX REIMBURSEMENT: PROGRAM SERVICE EXPENSES 2,372. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,372. SECURITY PAYROLL/CONTRACT: PROGRAM SERVICE EXPENSES 1,936. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,936. HEATING/COOLING REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 1,393. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,393. MANAGEMENT CONSULTANTS: PROGRAM SERVICE EXPENSES 988. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 988. LANDFILL FEE: PROGRAM SERVICE EXPENSES 970. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 970. MISCELLANEOUS ADMINISTRATIVE EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 541. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 541.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0COUNCIL ON THE AGING OF CLEVELAND COUNTY NC INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0561230516
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0AGING SERVICES TO SENIOR CITIZENS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0100 TR HARRIS DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SHELBY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd028150
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01554369
IRS990/TotalAssetsEOYAmt01427750
IRS990/TotalAssetsGrp/BOYAmt01554369
IRS990/TotalAssetsGrp/EOYAmt01427750
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt094909
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011391
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0313393
IRS990/TotalFunctionalExpensesGrp/TotalAmt0324784
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029537
IRS990/TotalLiabilitiesEOYAmt030426
IRS990/TotalLiabilitiesGrp/BOYAmt029537
IRS990/TotalLiabilitiesGrp/EOYAmt030426
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01524832
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01397324
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0313393
IRS990/TotalProgramServiceRevenueAmt0101156
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-8581
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0110948
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0197276
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01554369
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01427750
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,427,750
Liabilities
$30,426
Net assets
$1,397,324
Revenue
$197,276
Expenses
$324,784
Net income
-$127,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.03$1.33$0.21$0.27$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.03$1.40$0.20$0.32$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.03$1.52$0.21$0.25$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.03$1.57$0.21$0.27$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.03$1.63$0.19$0.25$0.06
2018Summary only. Only limited summary data is available for this year.$1.72$0.03$1.69$0.19$0.25$0.06
2017Summary only. Only limited summary data is available for this year.$1.77$0.02$1.74$0.18$0.23$0.05
2016Summary only. Only limited summary data is available for this year.$1.83$0.03$1.80$0.16$0.25$0.09
2015Summary only. Only limited summary data is available for this year.$1.91$0.02$1.89$0.15$0.22$0.07
2014Summary only. Only limited summary data is available for this year.$1.97$0.02$1.95$0.15$0.21$0.06
2013Summary only. Only limited summary data is available for this year.$2.03$0.02$2.01$0.15$0.21$0.06
2012Summary only. Only limited summary data is available for this year.$2.09$0.02$2.07$0.15$0.20$0.05
2011Summary only. Only limited summary data is available for this year.$2.13$0.01$2.12$0.14$0.20$0.06