Civic Intelligence

Carolinas Memory Fund Uninc

990 • Fiscal year 2021 • EIN 56-6051965

Feb 29, 2020 to Feb 28, 2021 • Filed on Dec 13, 2021

Organization ProfileN/A
404 W Seven Pines StLamar, SC 29069

(704) 902-5828

Siviq Scores

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

Liabilities / Assets

88th percentile

0.29x

Higher debt load relative to assets than 88% of similar nonprofits.

2021 filings • 501(c)9 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

86th percentile

0.22x

Higher debt load relative to revenue than 86% of similar nonprofits.

2021 filings • 501(c)9 • <$500k nonprofits • Source year 2021

Net Margin

34th percentile

-15%

Higher net margin than 34% of similar nonprofits.

2021 filings • 501(c)9 • <$500k nonprofits • Source year 2021

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2021 filings • 501(c)9 • <$500k nonprofits • Source year 2021

Asset Growth

32nd percentile

-14%

Faster asset growth than 32% of similar nonprofits.

2021 filings • 501(c)9 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

3.9%

Faster revenue growth than 71% of similar nonprofits.

2021 filings • 501(c)9 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$136,694

Down $22,063 (-14%) from 2020

Net Assets

Down

$96,753

Down $26,796 (-22%) from 2020

Liabilities

Up

$39,941

Up $4,733 (+13%) from 2020

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin34th percentile

Revenue

Up

$183,892

Up $6,844 (+3.9%) from 2020

Expenses

Up

$210,688

Up $14,157 (+7.2%) from 2020

Net Income

Down

-$26,796

Down $7,313 (-38%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$300K$200K$100K$0Assets 2012: $188,104Liabilities 2012: $25,279Net Assets 2012: $162,8252012Assets 2013: $206,832Liabilities 2013: $28,827Net Assets 2013: $178,0052013Assets 2014: $220,094Liabilities 2014: $23,855Net Assets 2014: $196,2392014Assets 2015: $214,686Liabilities 2015: $25,634Net Assets 2015: $189,0522015Assets 2016: $242,472Liabilities 2016: $37,627Net Assets 2016: $204,8452016Assets 2017: $279,325Liabilities 2017: $40,658Net Assets 2017: $238,6672017Assets 2018: $207,965Liabilities 2018: $5,048Net Assets 2018: $202,9172018Assets 2019: $170,954Liabilities 2019: $27,922Net Assets 2019: $143,0322019Assets 2020: $158,757Liabilities 2020: $35,208Net Assets 2020: $123,5492020Assets 2021: $136,694Liabilities 2021: $39,941Net Assets 2021: $96,7532021Assets 2022: $129,136Liabilities 2022: $32,011Net Assets 2022: $97,1252022Assets 2023: $15,367Liabilities 2023: $1,532Net Assets 2023: $13,8352023Assets 2024: $0Net Assets 2024: $02024

Highlighted filing

2021

Assets$136,694
Liabilities$39,941
Net Assets$96,753
Open 2021 Filing

Operations Trend

Revenue Growth71st percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $452,410Expenses 2012: $420,912Net Income 2012: $31,4982012Revenue 2013: $387,323Expenses 2013: $372,143Net Income 2013: $15,1802013Revenue 2014: $413,536Expenses 2014: $395,302Net Income 2014: $18,2342014Revenue 2015: $382,415Expenses 2015: $389,602Net Income 2015: -$7,1872015Revenue 2016: $409,022Expenses 2016: $393,229Net Income 2016: $15,7932016Revenue 2017: $395,377Expenses 2017: $361,555Net Income 2017: $33,8222017Revenue 2018: $325,179Expenses 2018: $360,929Net Income 2018: -$35,7502018Revenue 2019: $240,086Expenses 2019: $299,971Net Income 2019: -$59,8852019Revenue 2020: $177,048Expenses 2020: $196,531Net Income 2020: -$19,4832020Revenue 2021: $183,892Expenses 2021: $210,688Net Income 2021: -$26,7962021Revenue 2022: $126,267Expenses 2022: $125,895Net Income 2022: $3722022Revenue 2023: $58,636Expenses 2023: $110,528Net Income 2023: -$51,8922023Expenses 2024: $1,9292024

Highlighted filing

2021

Revenue$183,892
Expenses$210,688
Net Income-$26,796
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Feb 29, 2020 to Feb 28, 2021
Signed
Dec 13, 2021
Return Version
2020v4.1
Gross Receipts
$183,892
Mission and Program Overview

Mission

The purpose of the single program is to provide death benefits to the members named beneficiary

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$123,549$96,753▼ $26,796
Cash and Non-Interest-Bearing Accounts$68,632$72,219▲ $3,587
Accounts Receivable$90,125$64,475▼ $25,650
Total Assets$158,757$136,694▼ $22,063
Liabilities
Accounts Payable and Accrued Expenses$35,208$39,941▲ $4,733
Total Liabilities$35,208$39,941▲ $4,733
Net Assets / Fund Balance
Total Net Assets Fund Balance$123,549$96,753▼ $26,796
Total Liabilities and Net Assets / Fund Balance$158,757$136,694▼ $22,063

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$5,799$5,799
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Jane DishmanBoard Member
Jc FainBoard Member
Joe WrightsonBoard Member
Lynn MurphyBoard Member
Mildred PooleBoard Member
Pam WilliamsonBoard Member
Sandra UrquhartBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$183,892
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-26,796
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$32,104
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
Benefits to Members$178,584--$178,584
Fees for Services Management$23,473--$23,473
Fees for Services Accounting$1,550--$1,550
Office Expenses$1,309--$1,309
Other Expenses$418--$418
Total Functional Expenses$210,688$0$0$210,688
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
Federal income taxes-
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“TRUSTEES RECEIVE COPY”

Form 990, Part VI, Section C, Line LINE 19

“UPON REQUEST”

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

“Discussed at board meetings”

Filing and Contact Details

Filer

Filer Name
Carolinas Memory Fund Unincorporated
EIN
56-6051965
Phone
7049025828
Address
404 W SEVEN PINES ST, LAMAR, SC 29069

Signing Officer

Name
Mona Howell
Title
Treasurer
Signed
2021-12-13
Discuss with paid preparer
No

Organization Details

Principal Officer
Mona Howell
Formed
2000
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Paul T Hoying CPA PC
Address
4530 Park Rd Ste 430, Charlotte, NC 28209
Preparer
Paul T Hoying CPA
Phone
7045232625
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line LINE 14A

“NO TANNING SERVICES”

Raw XML Appendix344 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/TotalNetAssetsFundBalanceGrp/EOYAmt096753
IRS990/TotalProgramServiceExpensesAmt0210688
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0183892
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0158757
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0136694
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0404 W SEVEN PINES ST
IRS990/USAddress/CityNm0LAMAR
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029069
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MONA HOWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAROLINAS MEMORY FUND UNINCORPORATED
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0566051965
ReturnHeader/Filer/PhoneNum07049025828
ReturnHeader/Filer/USAddress/AddressLine1Txt0404 W SEVEN PINES ST
ReturnHeader/Filer/USAddress/CityNm0LAMAR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029069
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Paul T Hoying CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04530 Park Rd Ste 430
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028209
ReturnHeader/PreparerPersonGrp/PhoneNum07045232625
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul T Hoying CPA
ReturnHeader/ReturnTs02021-12-13T02:01:05-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MONA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOWELL
ReturnHeader/TaxPeriodBeginDt02020-03-01
ReturnHeader/TaxPeriodEndDt02021-02-28
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$136,694
Liabilities
$39,941
Net assets
$96,753
Revenue
$183,892
Expenses
$210,688
Net income
-$26,796
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.15$0.02$0.14$0.59$1.11$0.52
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.32$0.97$1.26$1.26$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.40$0.97$1.84$2.11$0.27
2020Summary only. Only limited summary data is available for this year.$1.59$0.35$1.24$1.77$1.97$0.19
2019Summary only. Only limited summary data is available for this year.$1.71$0.28$1.43$2.40$3.00$0.60
2018Summary only. Only limited summary data is available for this year.$2.08$0.05$2.03$3.25$3.61$0.36
2017Summary only. Only limited summary data is available for this year.$2.79$0.41$2.39$3.95$3.62$0.34
2016Summary only. Only limited summary data is available for this year.$2.42$0.38$2.05$4.09$3.93$0.16
2015Summary only. Only limited summary data is available for this year.$2.15$0.26$1.89$3.82$3.90$0.07
2014Summary only. Only limited summary data is available for this year.$2.20$0.24$1.96$4.14$3.95$0.18
2013Summary only. Only limited summary data is available for this year.$2.07$0.29$1.78$3.87$3.72$0.15
2012Summary only. Only limited summary data is available for this year.$1.88$0.25$1.63$4.52$4.21$0.31