Civic Intelligence

Pinehurst Forum Inc

990EZ • Fiscal year 2023 • EIN 56-6062510

Sep 01, 2022 to Aug 31, 2023 • Filed on Jan 15, 2024

PO Box 1375Pinehurst, NC 28374

(910) 725-0280

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

79th percentile

19%

Faster asset growth than 79% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

67th percentile

16%

Faster revenue growth than 67% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$210,912

Flat from 2023

Net Assets

$210,912

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$131,810

Flat from 2023

Expenses

Flat

$98,537

Flat from 2023

Net Income

Flat

$33,273

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $25,795Liabilities 2011: $02011Assets 2012: $28,224Liabilities 2012: $0Net Assets 2012: $28,2242012Assets 2013: $8,663Liabilities 2013: $0Net Assets 2013: $8,6632013Assets 2014: $42,653Liabilities 2014: $0Net Assets 2014: $42,6532014Assets 2015: $69,792Liabilities 2015: $0Net Assets 2015: $69,7922015Assets 2016: $85,831Liabilities 2016: $0Net Assets 2016: $85,8312016Assets 2017: $105,283Liabilities 2017: $0Net Assets 2017: $105,2832017Assets 2018: $129,683Liabilities 2018: $0Net Assets 2018: $129,6832018Assets 2019: $137,359Liabilities 2019: $0Net Assets 2019: $137,3592019Assets 2020: $74,683Liabilities 2020: $0Net Assets 2020: $74,6832020Assets 2021: $157,303Liabilities 2021: $0Net Assets 2021: $157,3032021Assets 2022: $177,639Net Assets 2022: $177,6392022Assets 2023: $210,912Net Assets 2023: $210,9122023Assets 2023: $210,912Liabilities 2023: $02023Assets 2024: $216,181Net Assets 2024: $216,1812024

Highlighted filing

2023

Assets$210,912
Liabilities-
Net Assets$210,912

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $43,516Expenses 2011: $51,222Net Income 2011: -$7,7062011Revenue 2012: $43,108Expenses 2012: $40,589Net Income 2012: $2,5192012Revenue 2013: $25,470Expenses 2013: $45,031Net Income 2013: -$19,5612013Revenue 2014: $69,394Expenses 2014: $35,404Net Income 2014: $33,9902014Revenue 2015: $94,255Expenses 2015: $67,116Net Income 2015: $27,1392015Revenue 2016: $83,446Expenses 2016: $67,407Net Income 2016: $16,0392016Revenue 2017: $89,072Expenses 2017: $69,620Net Income 2017: $19,4522017Revenue 2018: $101,839Expenses 2018: $77,439Net Income 2018: $24,4002018Revenue 2019: $113,434Expenses 2019: $105,758Net Income 2019: $7,6762019Revenue 2020: $15,617Expenses 2020: $78,293Net Income 2020: -$62,6762020Revenue 2021: $87,539Expenses 2021: $4,919Net Income 2021: $82,6202021Revenue 2022: $113,454Expenses 2022: $93,118Net Income 2022: $20,3362022Revenue 2023: $131,810Expenses 2023: $98,537Net Income 2023: $33,2732023Revenue 2023: $131,810Expenses 2023: $98,537Net Income 2023: $33,2732023Revenue 2024: $141,636Expenses 2024: $136,367Net Income 2024: $5,2692024

Highlighted filing

2023

Revenue$131,810
Expenses$98,537
Net Income$33,273
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jan 15, 2024
Return Version
2022v5.0
Gross Receipts
$131,810
Mission and Program Overview

Mission

Sponsorship of cultural programs for members

Promote pinehurst cultural identity

Program Services

DescriptionGrantsExpenses
N/A--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN WILLIAMSPresident-$0--
JOHN WINFIELDVP Programs-$0--
JEFF GOTLINGERVP Finance-$0--
JO COOPERSecretary-$0--
JO COPPERPlaybill Marketing-$0--
MELISSA FALLONChair Playbill Mktg-$0--
PEGGY SARVISChair Playbills-$0--
JIM HEISEYPrograms-$0--
KAREN COOKPrograms-$0--
JIM ARTMANChair Membership-$0--
PAT BLANKEvents-$0--
CHUCK PRUITTMembership-$0--
DENNIS CRONINChair Events-$0--
JUDY DAVISEvents-$0--
KEN GOODMANChair Friends Of For-$0--
WAYNE HICKSPast President-$0--
Filing and Contact Details

Filer

Filer Name
Pinehurst Forum Inc
EIN
56-6062510
Phone
9107250280
Address
PO BOX 1375, PINEHURST, NC 28374

Signing Officer

Name
Jeff Gotlinger
Title
VP Chair Finance
Phone
9107250280
Signed
2024-01-15
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 101B, KANSAS CITY, MO 64105
Preparer
Dawn ODonnell
Phone
8004725625
Supplemental Narrative

Additional Explanations

Form 990-ez Part I Line 8

OTHER INCOME

Form 990-ez Part I Line 8

Playbill advertising revenue $23,300

Form 990-ez Part 1 Line 8

Tms dinner event revenue $9,475

Form 990-ez Part 1 Line 8

Total other revenue $32,775

Form 990-ez Part I Line 16

OTHER EXPENSES

Form 990-ez Part 1 Line 16

EVENT EXPENSES $94,082

Form 990-ez Part 1 Line 16

Administrative & other expenses $4,455

Form 990-ez Part 1 Line 16

Total other expenses $98,537

Raw XML Appendix161 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PINEHURST FORUM INC
IRS990EZ/BooksInCareOfDetail/PhoneNum09107250280
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1375
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pinehurst
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028374
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0177639
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0210912
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt036690
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt033273
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0177639
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0210912
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0131810
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01518
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt060827
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0177639
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0210912
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0177639
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0210912
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt93.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt103.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt113.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt123.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt133.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt143.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt153.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN WINFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFF GOTLINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JO COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JO COPPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MELISSA FALLON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PEGGY SARVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JIM HEISEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KAREN COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JIM ARTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10PAT BLANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CHUCK PRUITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12DENNIS CRONIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13JUDY DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14KEN GOODMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15WAYNE HICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PLAYBILL MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CHAIR PLAYBILL MKTG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CHAIR PLAYBILLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9CHAIR MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12CHAIR EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14CHAIR FRIENDS OF FOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15PAST PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt098537
IRS990EZ/OtherRevenueTotalAmt032775
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE PINEHURST CULTURAL IDENTITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt098537
IRS990EZ/TotalRevenueAmt0131810
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PINEHURSTFORUM.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PLAYBILL ADVERTISING REVENUE $23,300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TMS DINNER EVENT REVENUE $9,475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TOTAL OTHER REVENUE $32,775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EVENT EXPENSES $94,082
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADMINISTRATIVE & OTHER EXPENSES $4,455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TOTAL OTHER EXPENSES $98,537
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ PART I LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ PART I LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ PART 1 LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ PART 1 LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ PART 1 LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF GOTLINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP CHAIR FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum09107250280
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PINEHURST FORUM INC
ReturnHeader/Filer/BusinessNameControlTxt0FORU
ReturnHeader/Filer/EIN0566062510
ReturnHeader/Filer/PhoneNum09107250280
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1375
ReturnHeader/Filer/USAddress/CityNm0PINEHURST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028374
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 101B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dawn ODonnell
ReturnHeader/ReturnTs02024-01-15T16:32:05Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOTLINGER
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.16$2.16$1.42$1.36$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.11$2.11$1.32$0.99$0.33
2023Summary only. Only limited summary data is available for this year.$2.11$0.00$1.32$0.99$0.33
2022Detailed filing. Detailed filing data is available for this year.$1.78$1.78$1.13$0.93$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.88$0.05$0.83
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.16$0.78$0.63
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$1.13$1.06$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$1.02$0.77$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.89$0.70$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.83$0.67$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.94$0.67$0.27
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$0.69$0.35$0.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$0.25$0.45$0.20
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.43$0.41$0.03
2011Summary only. Only limited summary data is available for this year.$0.26$0.00$0.44$0.51$0.08