Civic Intelligence

Caldwell Opportunities Inc.

990 • Fiscal year 2020 • EIN 56-2208650

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 09, 2020

Organization ProfileN/A

View Organization Page

1617 College Avenue SWLenoir, NC 28645

(828) 757-5680

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.06x

Higher debt load relative to assets than 33% of similar nonprofits.

2020 filings • NTEE P • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.08x

Higher debt load relative to revenue than 37% of similar nonprofits.

2020 filings • NTEE P • $1M-$5M nonprofits • Source year 2020

Net Margin

52nd percentile

5.5%

Higher net margin than 52% of similar nonprofits.

2020 filings • NTEE P • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

34th percentile

$49,749

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2020 filings • NTEE P • $1M-$5M nonprofits • Source year 2020

Asset Growth

40th percentile

5.9%

Faster asset growth than 40% of similar nonprofits.

2020 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-13%

Faster revenue growth than 23% of similar nonprofits.

2020 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,115,900

Up $62,039 (+5.9%) from 2019

Net Assets

Up

$1,043,633

Up $49,890 (+5.0%) from 2019

Liabilities

Up

$72,267

Up $12,149 (+20%) from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin52nd percentile

Revenue

Down

$906,062

Down $132,515 (-13%) from 2019

Expenses

Up

$856,172

Up $38,760 (+4.7%) from 2019

Net Income

Down

$49,890

Down $171,275 (-77%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $606,389Liabilities 2011: $28,169Net Assets 2011: $578,2202011Assets 2012: $581,963Liabilities 2012: $33,328Net Assets 2012: $548,6352012Assets 2013: $600,352Liabilities 2013: $42,264Net Assets 2013: $558,0882013Assets 2014: $605,084Liabilities 2014: $68,723Net Assets 2014: $536,3612014Assets 2015: $546,545Liabilities 2015: $68,251Net Assets 2015: $478,2942015Assets 2016: $553,074Liabilities 2016: $61,935Net Assets 2016: $491,1392016Assets 2017: $648,306Liabilities 2017: $47,940Net Assets 2017: $600,3662017Assets 2018: $832,125Liabilities 2018: $59,547Net Assets 2018: $772,5782018Assets 2019: $1,053,861Liabilities 2019: $60,118Net Assets 2019: $993,7432019Assets 2020: $1,115,900Liabilities 2020: $72,267Net Assets 2020: $1,043,6332020Assets 2021: $1,384,845Liabilities 2021: $91,113Net Assets 2021: $1,293,7322021Assets 2022: $1,354,168Liabilities 2022: $88,309Net Assets 2022: $1,265,8592022Assets 2023: $1,259,088Liabilities 2023: $62,213Net Assets 2023: $1,196,8752023Assets 2024: $1,114,974Liabilities 2024: $106,361Net Assets 2024: $1,008,6132024Assets 2025: $860,380Liabilities 2025: $60,183Net Assets 2025: $800,1972025

Highlighted filing

2020

Assets$1,115,900
Liabilities$72,267
Net Assets$1,043,633
Open 2020 Filing

Operations Trend

Revenue Growth23rd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $809,2562011Expenses 2012: $835,7592012Expenses 2013: $810,5442013Revenue 2014: $735,823Expenses 2014: $757,553Net Income 2014: -$21,7302014Revenue 2015: $710,825Expenses 2015: $768,893Net Income 2015: -$58,0682015Revenue 2016: $735,815Expenses 2016: $722,974Net Income 2016: $12,8412016Revenue 2017: $835,090Expenses 2017: $725,867Net Income 2017: $109,2232017Revenue 2018: $935,303Expenses 2018: $763,091Net Income 2018: $172,2122018Revenue 2019: $1,038,577Expenses 2019: $817,412Net Income 2019: $221,1652019Revenue 2020: $906,062Expenses 2020: $856,172Net Income 2020: $49,8902020Revenue 2021: $1,085,250Expenses 2021: $835,151Net Income 2021: $250,0992021Revenue 2022: $968,083Expenses 2022: $969,311Net Income 2022: -$1,2282022Revenue 2023: $953,083Expenses 2023: $1,021,495Net Income 2023: -$68,4122023Revenue 2024: $1,226,055Expenses 2024: $1,417,333Net Income 2024: -$191,2782024Revenue 2025: $1,158,509Expenses 2025: $1,373,667Net Income 2025: -$215,1582025

Highlighted filing

2020

Revenue$906,062
Expenses$856,172
Net Income$49,890
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$906,062
Mission and Program Overview

Mission

To promote employment and independence of persons with disabilities through customer, business, community partnerships and leadership.

To provide developmental and vocational services to adults with disabilities in order to maximize independence and employment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$520,409$578,507▲ $58,098
Land, Buildings, and Equipment, Net$320,396$344,812▲ $24,416
Cash and Non-Interest-Bearing Accounts$138,627$171,324▲ $32,697
Accounts Receivable$59,527$9,434▼ $50,093
Total Assets$1,053,861$1,115,900▲ $62,039
Other Assets Total$14,902$11,823▼ $3,079
Liabilities
Other Liabilities$53,064$66,362▲ $13,298
Accounts Payable and Accrued Expenses$7,054$5,905▼ $1,149
Total Liabilities$60,118$72,267▲ $12,149
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$993,743$1,043,633▲ $49,890
Total Net Assets Fund Balance$993,743$1,043,633▲ $49,890
Total Liabilities and Net Assets / Fund Balance$1,053,861$1,115,900▲ $62,039

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$225,133$190,800-
Other Land Buildings$83,797$137,381-
Land$24,752--
Equipment$11,130$38,578-
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ambrea WilliamsExecutive DirectorFT$49,749$49,749

Board Members and Trustees

NameTitle
Ann B EdwardsPresident
Mr Bruce CannonVice President
J Daniel TaylorBoard Member
Kenvian FergusonBoard Member
Mr Billy MitchellBoard Member
Mr Ron BeaneBoard Member
Pam HeltonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$791,496
Program Service Revenue
$99,269
Investment Income
$15,297
Other Revenue
$0
All Other Contributions
$791,496
Change in Net Assets
$49,890

Audited Revenue Reconciliation

Revenue per Audited Statements
$906,062
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$906,062
Total Revenue per Form 990
$906,062
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$519,671
Other Expenses$336,501
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$375,831$94,906-$470,737
Insurance$127,389$255-$127,644
Depreciation Depletion$22,518$19,550-$42,068
Payroll Taxes$31,480$6,769-$38,249
Information Technology$21,330--$21,330
Occupancy$13,508--$13,508
Other Employee Benefits$9,504$1,181-$10,685
Office Expenses$10,041--$10,041
Fees for Services Accounting$10,005--$10,005
All Other Expenses$9,021--$9,021
Other Expenses$8,391--$8,391
Travel$8,063$3-$8,066
Total Functional Expenses$733,508$122,664$0$856,172

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$856,172
Total Expenses per Audited Statements$856,172
Total Expenses per Form 990$856,172
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Accrued Payroll$38,068
Accrued Expenses$28,294
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 will be reviewed by the board president, executive director, and business manager before the form is filed. The board is informed that there is a copy of the return available for their review upon request.”

Form 990, Part VI, Section B, Line 12C

“The organization has a policy in effect that monitors conflict of interests on a case by case occurrence.”

Form 990, Part VI, Section B, Line 15A

“The compensation of the organization's executive director is determined by the board of directors. There is typically a review of salary within six months of employment and then again annually.”

Form 990, Part VI, Section C, 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
Caldwell Opportunities
EIN
56-2208650
Phone
8287575680
Address
1617 COLLEGE AVENUE SW, LENOIR, NC 28645

Signing Officer

Name
Ann Edwards
Title
President
Phone
8287575680
Signed
2020-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Edwards
Formed
1969
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
75
Volunteers
0

Preparer

Firm
Lowdermilk Church & Co Llp
Address
121 NORTH STERLING STREET, MORGANTON, NC 28655
Preparer
Phillip E Church
Phone
8284331226
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Fasb asc 740-10, accounting for uncertainty in income taxes, clarifies the accounting for uncertainty in income tax positions. Based on an evaluation of uncertain tax provisions, management is required to measure potential tax liabilities that could have a risk of greater than a 50% likelihood of being realized upon settlement. As of june 30, 2020, management has determined that the organization has no such risk and therefore no liabilities have been recorded for uncertain tax positions.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“ROUNDING”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“ROUNDING”

Raw XML AppendixShowing 400 of 430 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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IRS990/PYTotalRevenueAmt01038577
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt049890
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0114566
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0520409
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0578507
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0675996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0852917
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0771662
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0669947
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0576681
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03547203
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06297
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0227
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0342
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt095
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0102
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07063
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0771607
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt09000
IRS990ScheduleA/OtherIncome170Grp/TotalAmt09000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99550
IRS990ScheduleA/PublicSupportPY170Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt03547203
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0675996
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0852917
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0771662
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0669947
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0576681
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03547203
IRS990ScheduleA/TotalSupportAmt03563266
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/BookValueAmt0225133
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0190800
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0415933
IRS990ScheduleD/EquipmentGrp/BookValueAmt011130
IRS990ScheduleD/EquipmentGrp/DepreciationAmt038578
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt049708
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0856172
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt024752
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt024752
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt083797
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0137381
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0221178
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt028294
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt138068
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED PAYROLL
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0906062
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS. BASED ON AN EVALUATION OF UNCERTAIN TAX PROVISIONS, MANAGEMENT IS REQUIRED TO MEASURE POTENTIAL TAX LIABILITIES THAT COULD HAVE A RISK OF GREATER THAN A 50% LIKELIHOOD OF BEING REALIZED UPON SETTLEMENT. AS OF JUNE 30, 2020, MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO SUCH RISK AND THEREFORE NO LIABILITIES HAVE BEEN RECORDED FOR UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ROUNDING
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ROUNDING
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0344812
IRS990ScheduleD/TotalExpensesPerForm990Amt0856172
IRS990ScheduleD/TotalLiabilityAmt066362
IRS990ScheduleD/TotalRevenuePerForm990Amt0906062
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0906062
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0856172
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WILL BE REVIEWED BY THE BOARD PRESIDENT, EXECUTIVE DIRECTOR, AND BUSINESS MANAGER BEFORE THE FORM IS FILED. THE BOARD IS INFORMED THAT THERE IS A COPY OF THE RETURN AVAILABLE FOR THEIR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS A POLICY IN EFFECT THAT MONITORS CONFLICT OF INTERESTS ON A CASE BY CASE OCCURRENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS. THERE IS TYPICALLY A REVIEW OF SALARY WITHIN SIX MONTHS OF EMPLOYMENT AND THEN AGAIN ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01053861
IRS990/TotalAssetsEOYAmt01115900
IRS990/TotalAssetsGrp/BOYAmt01053861
IRS990/TotalAssetsGrp/EOYAmt01115900
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0791496
IRS990/TotalEmployeeCnt075
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0122664
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0733508
IRS990/TotalFunctionalExpensesGrp/TotalAmt0856172
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt060118
IRS990/TotalLiabilitiesEOYAmt072267
IRS990/TotalLiabilitiesGrp/BOYAmt060118
IRS990/TotalLiabilitiesGrp/EOYAmt072267
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0993743
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01043633
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0733508
IRS990/TotalProgramServiceRevenueAmt099269
IRS990/TotalReportableCompFromOrgAmt049749
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0114566
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0906062
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01053861
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01115900
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt03
IRS990/TravelGrp/ProgramServicesAmt08063
IRS990/TravelGrp/TotalAmt08066
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0620 GOLF COURSE ROAD
IRS990/USAddress/CityNm0MORGANTON
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028655
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN EDWARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,115,900
Liabilities
$72,267
Net assets
$1,043,633
Revenue
$906,062
Expenses
$856,172
Net income
$49,890
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.86$0.06$0.80$1.16$1.37$0.22
2024Detailed filing. Detailed filing data is available for this year.$1.11$0.11$1.01$1.23$1.42$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.06$1.20$0.95$1.02$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.35$0.09$1.27$0.97$0.97$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.09$1.29$1.09$0.84$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.07$1.04$0.91$0.86$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.06$0.99$1.04$0.82$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.83$0.06$0.77$0.94$0.76$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.65$0.05$0.60$0.84$0.73$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.55$0.06$0.49$0.74$0.72$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.07$0.48$0.71$0.77$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.07$0.54$0.74$0.76$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.04$0.56$0.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.03$0.55$0.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.03$0.58$0.81
Peer Organizations

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