Civic Intelligence

Burke County Christmas Cheer Fund C/O Kelly Gessner

EIN 56-6060697 • 501(c)3 • Morganton, NC

Profile

Assistance provided to provide toys for children

PO Box 3745Morganton, NC 28680

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

62nd percentile

8.7%

Higher net margin than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

67th percentile

9.4%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

82nd percentile

44%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$55,898

Up $4,807 (+9.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$55,898

Up $4,807 (+9.4%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin62nd percentile

Revenue

Up

$55,281

Up $16,807 (+44%) from 2024

Expenses

Up

$50,474

Up $9,148 (+22%) from 2024

Net Income

Up

$4,807

Up $7,659 (+269%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2012: $67,960Liabilities 2012: $02012Assets 2013: $56,966Liabilities 2013: $02013Assets 2014: $45,477Liabilities 2014: $02014Assets 2015: $40,973Liabilities 2015: $02015Assets 2016: $46,163Liabilities 2016: $02016Assets 2017: $50,470Liabilities 2017: $02017Assets 2018: $56,641Liabilities 2018: $02018Assets 2019: $61,735Liabilities 2019: $02019Assets 2020: $66,029Liabilities 2020: $02020Assets 2021: $63,998Liabilities 2021: $02021Assets 2022: $56,044Liabilities 2022: $0Net Assets 2022: $56,0442022Assets 2023: $53,943Liabilities 2023: $0Net Assets 2023: $53,9432023Assets 2024: $51,091Liabilities 2024: $0Net Assets 2024: $51,0912024Assets 2025: $55,898Liabilities 2025: $0Net Assets 2025: $55,8982025

Highlighted filing

2025

Assets$55,898
Liabilities$0
Net Assets$55,898
Open 2025 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2012: $28,437Expenses 2012: $40,405Net Income 2012: -$11,9682012Revenue 2013: $27,161Expenses 2013: $38,155Net Income 2013: -$10,9942013Revenue 2014: $24,988Expenses 2014: $36,477Net Income 2014: -$11,4892014Revenue 2015: $27,575Expenses 2015: $32,079Net Income 2015: -$4,5042015Revenue 2016: $27,145Expenses 2016: $21,955Net Income 2016: $5,1902016Revenue 2017: $25,759Expenses 2017: $21,452Net Income 2017: $4,3072017Revenue 2018: $26,763Expenses 2018: $20,592Net Income 2018: $6,1712018Revenue 2019: $28,961Expenses 2019: $23,867Net Income 2019: $5,0942019Revenue 2020: $29,255Expenses 2020: $24,961Net Income 2020: $4,2942020Revenue 2021: $31,078Expenses 2021: $33,109Net Income 2021: -$2,0312021Revenue 2022: $28,924Expenses 2022: $36,878Net Income 2022: -$7,9542022Revenue 2023: $33,741Expenses 2023: $35,842Net Income 2023: -$2,1012023Revenue 2024: $38,474Expenses 2024: $41,326Net Income 2024: -$2,8522024Revenue 2025: $55,281Expenses 2025: $50,474Net Income 2025: $4,8072025

Highlighted filing

2025

Revenue$55,281
Expenses$50,474
Net Income$4,807
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,898
Liabilities
$0
Net assets
$55,898
Revenue
$55,281
Expenses
$50,474
Net income
$4,807
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$55.9$0.00$55.9$55.3$50.5$4.81
2024Detailed filing. Detailed filing data is available for this year.$51.1$0.00$51.1$38.5$41.3$2.85
2023Detailed filing. Detailed filing data is available for this year.$53.9$0.00$53.9$33.7$35.8$2.10
2022Detailed filing. Detailed filing data is available for this year.$56.0$0.00$56.0$28.9$36.9$7.95
2021Summary only. Only limited summary data is available for this year.$64.0$0.00$31.1$33.1$2.03
2020Summary only. Only limited summary data is available for this year.$66.0$0.00$29.3$25.0$4.29
2019Summary only. Only limited summary data is available for this year.$61.7$0.00$29.0$23.9$5.09
2018Summary only. Only limited summary data is available for this year.$56.6$0.00$26.8$20.6$6.17
2017Summary only. Only limited summary data is available for this year.$50.5$0.00$25.8$21.5$4.31
2016Summary only. Only limited summary data is available for this year.$46.2$0.00$27.1$22.0$5.19
2015Summary only. Only limited summary data is available for this year.$41.0$0.00$27.6$32.1$4.50
2014Summary only. Only limited summary data is available for this year.$45.5$0.00$25.0$36.5$11.5
2013Summary only. Only limited summary data is available for this year.$57.0$0.00$27.2$38.2$11.0
2012Summary only. Only limited summary data is available for this year.$68.0$0.00$28.4$40.4$12.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Aug 18, 2025
Return Version
2024v5.2
Gross Receipts
$55,281
Mission and Program Overview

Mission

Assistance provided to provide toys for children

Program Services

DescriptionGrantsExpenses
ASSISTANCE IS PROVIDED BY PROVIDING TOYS FOR CHILDREN$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT DAVISPresident-$0--
KATHY PETERSV. President-$0--
KELLY GESSNERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Burke County Christmas Cheer Fund
EIN
56-6060697
Phone
8284373200
Address
PO BOX 3745, MORGANTON, NC 28680

Signing Officer

Name
Kelly Gessner
Title
Treasurer
Phone
8284373200
Signed
2025-08-18
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividends. Amount: 93. Description: interest income. Amount: 2,541. Total included on form 990-ez, line 4: 2,634.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: insurance. Amount: 266. Description: toys and gifts. Amount: 48,120. Description: storage fees. Amount: 594. Description: misc. Amount: 60. Total to form 990-ez, line 16: 49,040.”

Raw XML Appendix151 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KELLY GESSNER
IRS990EZ/BooksInCareOfDetail/PhoneNum08284373200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 3745
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORGANTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028680
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051091
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt055898
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt052647
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt04807
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0225
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051091
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055898
IRS990EZ/GrossReceiptsAmt055281
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02634
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051091
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055898
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051091
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055898
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHY PETERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLY GESSNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V. PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt049040
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ASSISTANCE PROVIDED TO PROVIDE TOYS FOR CHILDREN
IRS990EZ/PrintingPublicationsPostageAmt01209
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSISTANCE IS PROVIDED BY PROVIDING TOYS FOR CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt050474
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt055281
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt052647
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt037533
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt033644
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt028824
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt030971
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0183619
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02634
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt098
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0113
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0107
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03049
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.51870
IRS990ScheduleA/PublicSupportPY170Pct00.32360
IRS990ScheduleA/PublicSupportTotal170Amt096820
IRS990ScheduleA/SubstantialContributorsTotAmt086799
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt052647
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt037533
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt033644
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt028824
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt030971
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0183619
IRS990ScheduleA/TotalSupportAmt0186668
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 93. DESCRIPTION: INTEREST INCOME. AMOUNT: 2,541. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,634.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INSURANCE. AMOUNT: 266. DESCRIPTION: TOYS AND GIFTS. AMOUNT: 48,120. DESCRIPTION: STORAGE FEES. AMOUNT: 594. DESCRIPTION: MISC. AMOUNT: 60. TOTAL TO FORM 990-EZ, LINE 16: 49,040.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY GESSNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08284373200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURKE COUNTY CHRISTMAS CHEER FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O KELLY GESSNER
ReturnHeader/Filer/BusinessNameControlTxt0BURK
ReturnHeader/Filer/EIN0566060697
ReturnHeader/Filer/PhoneNum08284373200
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3745
ReturnHeader/Filer/USAddress/CityNm0MORGANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028680
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561607661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOWDERMILK CHURCH & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0121 NORTH STERLING STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MORGANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028655
ReturnHeader/PreparerPersonGrp/PhoneNum08284331226
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP E CHURCH
ReturnHeader/ReturnTs02025-08-27T15:10:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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