Civic Intelligence

Catawba Regional Council of Governments

990 • Fiscal year 2018 • EIN 57-0534143

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

Organization ProfileWWW.CATAWBACOG.ORG
PO Box 450Rock Hill, SC 29731

(803) 327-9041

Siviq Scores

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

Liabilities / Assets

35th percentile

0.06x

Higher debt load relative to assets than 35% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.10x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

62nd percentile

7.5%

Higher net margin than 62% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

52nd percentile

$125,645

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

73rd percentile

10%

Faster asset growth than 73% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

41st percentile

1.0%

Faster revenue growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$9,116,647

Up $841,007 (+10%) from 2017

Net Assets

Up

$8,565,529

Up $431,352 (+5.3%) from 2017

Liabilities

Up

$551,118

Up $409,655 (+290%) from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin62nd percentile

Revenue

Up

$5,737,395

Up $59,161 (+1.0%) from 2017

Expenses

Up

$5,306,043

Up $109,456 (+2.1%) from 2017

Net Income

Down

$431,352

Down $50,295 (-10%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$30M$20M$10M$0Assets 2011: $5,940,652Liabilities 2011: $136,108Net Assets 2011: $5,804,5442011Assets 2012: $6,634,075Liabilities 2012: $297,797Net Assets 2012: $6,336,2782012Assets 2013: $8,329,271Liabilities 2013: $321,711Net Assets 2013: $8,007,5602013Assets 2014: $7,215,281Liabilities 2014: $206,043Net Assets 2014: $7,009,2382014Assets 2015: $7,784,800Liabilities 2015: $156,953Net Assets 2015: $7,627,8472015Assets 2016: $7,859,524Liabilities 2016: $206,994Net Assets 2016: $7,652,5302016Assets 2017: $8,275,640Liabilities 2017: $141,463Net Assets 2017: $8,134,1772017Assets 2018: $9,116,647Liabilities 2018: $551,118Net Assets 2018: $8,565,5292018Assets 2019: $8,808,004Liabilities 2019: $177,161Net Assets 2019: $8,630,8432019Assets 2020: $9,669,928Liabilities 2020: $799,445Net Assets 2020: $8,870,4832020Assets 2021: $13,143,568Liabilities 2021: $519,105Net Assets 2021: $12,624,4632021Assets 2022: $18,118,741Liabilities 2022: $420,221Net Assets 2022: $17,698,5202022Assets 2023: $20,674,574Liabilities 2023: $1,781,704Net Assets 2023: $18,892,8702023Assets 2024: $21,770,494Liabilities 2024: $1,395,773Net Assets 2024: $20,374,7212024

Highlighted filing

2018

Assets$9,116,647
Liabilities$551,118
Net Assets$8,565,529
Open 2018 Filing

Operations Trend

Revenue Growth41st percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,907,170Expenses 2011: $2,835,755Net Income 2011: $71,4152011Revenue 2012: $2,850,012Expenses 2012: $2,318,188Net Income 2012: $531,8242012Revenue 2013: $4,207,995Expenses 2013: $2,536,713Net Income 2013: $1,671,2822013Revenue 2014: $5,047,385Expenses 2014: $6,045,707Net Income 2014: -$998,3222014Revenue 2015: $6,450,762Expenses 2015: $5,852,153Net Income 2015: $598,6092015Revenue 2016: $5,111,800Expenses 2016: $5,087,117Net Income 2016: $24,6832016Revenue 2017: $5,678,234Expenses 2017: $5,196,587Net Income 2017: $481,6472017Revenue 2018: $5,737,395Expenses 2018: $5,306,043Net Income 2018: $431,3522018Revenue 2019: $5,135,235Expenses 2019: $5,059,921Net Income 2019: $75,3142019Revenue 2020: $5,061,429Expenses 2020: $4,821,789Net Income 2020: $239,6402020Revenue 2021: $8,503,728Expenses 2021: $4,699,748Net Income 2021: $3,803,9802021Revenue 2022: $10,188,786Expenses 2022: $5,114,729Net Income 2022: $5,074,0572022Revenue 2023: $6,485,782Expenses 2023: $5,291,432Net Income 2023: $1,194,3502023Revenue 2024: $7,024,246Expenses 2024: $5,542,394Net Income 2024: $1,481,8522024

Highlighted filing

2018

Revenue$5,737,395
Expenses$5,306,043
Net Income$431,352
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$5,737,395
Mission and Program Overview

Mission

To serve the state, member counties, municipalities and local communities with job growth, employee training, and community development, planning services and economic development support.

Economic development, employee training, business development and job preservation using federal and state loan programs. Provide working capital and business expansion loans using cooperative loan programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,578,743$3,925,400▲ $1,346,657
Other Notes and Loans Receivable, Net$3,283,886$2,907,260▼ $376,626
Cash and Non-Interest-Bearing Accounts$1,704,430$1,710,835▲ $6,405
Accounts Receivable$688,077$548,882▼ $139,195
Prepaid Expenses and Deferred Charges$13,533$16,457▲ $2,924
Total Assets$8,275,640$9,116,647▲ $841,007
Other Assets Total$6,971$7,813▲ $842
Liabilities
Other Liabilities$73,511$360,143▲ $286,632
Deferred Revenue$52,136$177,384▲ $125,248
Accounts Payable and Accrued Expenses$15,816$13,591▼ $2,225
Total Liabilities$141,463$551,118▲ $409,655
Net Assets / Fund Balance
Permanently Rstr Net Assets$6,740,920$7,161,162▲ $420,242
Unrestricted Net Assets$1,359,724$1,367,910▲ $8,186
Temporarily Rstr Net Assets$33,533$36,457▲ $2,924
Total Net Assets Fund Balance$8,134,177$8,565,529▲ $431,352
Total Liabilities and Net Assets / Fund Balance$8,275,640$9,116,647▲ $841,007
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
J Randall ImlerExecutive DiFT$125,645$125,645

Board Members and Trustees

NameTitle
James M NealChair
Frank HartVice Chair
Charlene McgriffBoard Member
Harold E ThompsonBoard Member
J Edward LeeBoard Member
Joe BranhamBoard Member
Russell F PatrickBoard Member
Todd LumpkinBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$1,947,848
Program Service Revenue
$683,669
Investment Income
$0
Other Revenue
$3,105,878
Change in Net Assets
$431,352

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,737,395
Total Revenue per Audited Statements
$5,737,395
Total Revenue per Form 990
$5,737,395
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,392,791
Salaries, Compensation, and Employee Benefits$1,913,252
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,032,626--$1,032,626
Other Employee Benefits$384,788--$384,788
Pension Plan Contributions$270,435--$270,435
Current Officers, Directors, Trustees, and Key Employees$125,645--$125,645
Payroll Taxes$99,758--$99,758
Travel$55,083--$55,083
All Other Expenses$44,638--$44,638
Fees for Services Other$41,478--$41,478
Occupancy$24,000--$24,000
Office Expenses$22,688--$22,688
Other Expenses$19,106--$19,106
Fees for Services Accounting$15,000--$15,000
Insurance$12,897--$12,897
Fees for Services Management$9,850--$9,850
Fees for Services Legal$1,965--$1,965
Total Functional Expenses$5,306,043$0$0$5,306,043

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,306,043
Total Expenses per Audited Statements$5,306,043
Total Expenses per Form 990$5,306,043
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
Funds Held in Escrow$280,000
Accrued Employee Benefits$80,143
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
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, Page 6, Part VI, Line 7A

“The council's four member counties appoint all of the board seats, as well as fill any vacancies throughout each year.”

Form 990, Page 6, Part VI, Line 11B

“The organization's members have delegated review and approval to the executive committee.”

Form 990, Page 6, Part VI, Line 12C

“The cog executive committee and staff are asked to complete a conflict of interest statement annually disclosing any potential conflicts.”

Form 990, Page 6, Part VI, Line 15A

“The entire board reviews and approves a detailed budget, which included total compensation and fringe benefits for all employees.”

Form 990, Page 6, Part VI, Line 15B

“Compensation comparables are utilized by the executive committee to determine compensation, along with the organization's performance.”

Form 990, Page 6, Part VI, Line 19

“The council maintains a website where requests for the 990 can be made. Also, the public can request the return in person at the council's office.”

Filing and Contact Details

Filer

Filer Name
Catawba Regional Council of
EIN
57-0534143
Phone
8033279041
Address
PO BOX 450, ROCK HILL, SC 29731

Signing Officer

Name
J Randall Imler
Title
Executive Director
Phone
8033279041
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Randall Imler
Formed
1967
Legal Domicile
Sc
Voting Board Members
8
Independent Board Members
8
Employees
23

Preparer

Firm
Mckinley Cooper & Co LLC
Address
777 LOWNDES ROAD BUILDING 3 SUITE, GREENVILLE, SC 29607
Preparer
Marcy M Loucks
Phone
8642331800
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S MEMBERS HAVE DELEGATED REVIEW AND APPROVAL TO THE EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COG EXECUTIVE COMMITTEE AND STAFF ARE ASKED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY DISCLOSING ANY POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ENTIRE BOARD REVIEWS AND APPROVES A DETAILED BUDGET, WHICH INCLUDED TOTAL COMPENSATION AND FRINGE BENEFITS FOR ALL EMPLOYEES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE COUNCIL MAINTAINS A WEBSITE WHERE REQUESTS FOR THE 990 CAN BE MADE. ALSO, THE PUBLIC CAN REQUEST THE RETURN IN PERSON AT THE COUNCIL'S OFFICE.
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,116,647
Liabilities
$551,118
Net assets
$8,565,529
Revenue
$5,737,395
Expenses
$5,306,043
Net income
$431,352
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.8$1.40$20.4$7.02$5.54$1.48
2023Detailed filing. Detailed filing data is available for this year.$20.7$1.78$18.9$6.49$5.29$1.19
2022Detailed filing. Detailed filing data is available for this year.$18.1$0.42$17.7$10.2$5.11$5.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.1$0.52$12.6$8.50$4.70$3.80
2020Detailed filing. Detailed filing data is available for this year.$9.67$0.80$8.87$5.06$4.82$0.24
2019Detailed filing. Detailed filing data is available for this year.$8.81$0.18$8.63$5.14$5.06$0.08
2018Detailed filing. Detailed filing data is available for this year.$9.12$0.55$8.57$5.74$5.31$0.43
2017Detailed filing. Detailed filing data is available for this year.$8.28$0.14$8.13$5.68$5.20$0.48
2016Detailed filing. Detailed filing data is available for this year.$7.86$0.21$7.65$5.11$5.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$7.78$0.16$7.63$6.45$5.85$0.60
2014Summary only. Only limited summary data is available for this year.$7.22$0.21$7.01$5.05$6.05$1.00
2013Summary only. Only limited summary data is available for this year.$8.33$0.32$8.01$4.21$2.54$1.67
2012Summary only. Only limited summary data is available for this year.$6.63$0.30$6.34$2.85$2.32$0.53
2011Summary only. Only limited summary data is available for this year.$5.94$0.14$5.80$2.91$2.84$0.07