Civic Intelligence

Carolina Veterans Association

EIN 57-0763049 • 501(c)19 • Sherrils Ford, NC

Profile

Honor and remembrance of service, missions and histories of us armed forces members. Promotion of patriotism.

6512 NC Hwy 150Sherrils Ford, NC 28673
Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

501(c)19 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

501(c)19 • <$500k nonprofits • Source year 2020

Net Margin

41st percentile

-1.9%

Higher net margin than 41% of similar nonprofits.

501(c)19 • <$500k nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

501(c)19 • <$500k nonprofits • Source year 2020

Asset Growth

14th percentile

-21%

Faster asset growth than 14% of similar nonprofits.

501(c)19 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-81%

Faster revenue growth than 3% of similar nonprofits.

501(c)19 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$1,324

Down $362 (-21%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$1,324

Down $362 (-21%) from 2019

Operations
Liabilities / Revenue57th percentileNet Margin41st percentile

Revenue

Down

$19,186

Down $83,783 (-81%) from 2019

Expenses

Down

$19,548

Down $84,386 (-81%) from 2019

Net Income

Up

-$362

Up $603 (+62%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$3.0K$2.0K$1.0K$0Assets 2011: $1,997Liabilities 2011: $0Net Assets 2011: $1,9972011Assets 2012: $2,728Liabilities 2012: $0Net Assets 2012: $2,7282012Assets 2013: $1,870Liabilities 2013: $0Net Assets 2013: $1,8702013Assets 2014: $1,952Liabilities 2014: $0Net Assets 2014: $1,9522014Assets 2015: $1,954Liabilities 2015: $0Net Assets 2015: $1,9542015Assets 2017: $2,602Liabilities 2017: $0Net Assets 2017: $2,6022017Assets 2018: $2,651Liabilities 2018: $0Net Assets 2018: $2,6512018Assets 2019: $1,686Liabilities 2019: $0Net Assets 2019: $1,6862019Assets 2020: $1,324Liabilities 2020: $0Net Assets 2020: $1,3242020

Highlighted filing

2020

Assets$1,324
Liabilities$0
Net Assets$1,324
Open 2020 Filing

Operations Trend

Revenue Growth3rd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $139,240Expenses 2011: $138,052Net Income 2011: $1,1882011Revenue 2012: $136,325Expenses 2012: $135,593Net Income 2012: $7322012Revenue 2013: $136,316Expenses 2013: $137,175Net Income 2013: -$8592013Revenue 2014: $138,293Expenses 2014: $138,211Net Income 2014: $822014Revenue 2015: $137,280Expenses 2015: $137,278Net Income 2015: $22015Revenue 2017: $134,665Expenses 2017: $133,382Net Income 2017: $1,2832017Revenue 2018: $141,235Expenses 2018: $141,186Net Income 2018: $492018Revenue 2019: $102,969Expenses 2019: $103,934Net Income 2019: -$9652019Revenue 2020: $19,186Expenses 2020: $19,548Net Income 2020: -$3622020

Highlighted filing

2020

Revenue$19,186
Expenses$19,548
Net Income-$362
Open 2020 Filing

Filings

Most recent year

2020 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,324
Liabilities
$0
Net assets
$1,324
Revenue
$19,186
Expenses
$19,548
Net income
-$362
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$0.19$0.20$0.00
2019Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$1.03$1.04$0.01
2018Summary only. Only limited summary data is available for this year.$0.03$0.00$0.03$1.41$1.41$0.00
2017Summary only. Only limited summary data is available for this year.$0.03$0.00$0.03$1.35$1.33$0.01
2015Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$1.37$1.37$0.00
2014Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$1.38$1.38$0.00
2013Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$1.36$1.37$0.01
2012Summary only. Only limited summary data is available for this year.$0.03$0.00$0.03$1.36$1.36$0.01
2011Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$1.39$1.38$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.0
Gross Receipts
$19,186
Mission and Program Overview

Mission

Honor and remembrance of service, missions and histories of us armed forces members. Promotion of patriotism.

Honor and remembrance of service, missions and histories of us armed forces.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,686$1,324▼ $362
Total Assets$1,686$1,324▼ $362
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,686$1,324▼ $362
Total Net Assets Fund Balance$1,686$1,324▼ $362
Total Liabilities and Net Assets / Fund Balance$1,686$1,324▼ $362
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Terry Dale BostCommander
Jolene KellySecretary Tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$19,186
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-362
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,548
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
Advertising$13,750--$13,750
Occupancy$4,500--$4,500
Office Expenses$200$1,098-$1,298
Total Functional Expenses$18,450$1,098$0$19,548
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Management duties delegated
No

Governance Explanations

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

“Form 990 will be reviewed by officers before filing.”

Form 990, Page 6, Part VI, Line 19

“Documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Carolina Veterans Association
EIN
57-0763049
Phone
8438630736
Address
6512 NC HWY 150, SHERRILS FORD, NC 28673

Signing Officer

Name
Jolene Kelly
Title
Secretary Treasurer
Phone
8438630736
Signed
2021-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jolene Kelly
Formed
1975
Legal Domicile
Nc
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Taylor Miles & Associates Pa
Address
1940 OLD TROLLEY RD STE A, SUMMERVILLE, SC 29485
Preparer
Lori a Miles CPA
Phone
8438751774
Raw XML Appendix217 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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)19 • <$500k nonprofits