Civic Intelligence

Humane Society of Union County Inc

EIN 58-1586626 • 501(c)3 • Monroe, NC

Profile

Prevention & education of animal cruelty; assist,promote & encourage the humane treatment & welfare of animals; reduce number of homeless & abandoned pets by providing affordable spay/neuter options to residents.

PO Box 101Monroe, NC 28111
Siviq Scores

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

Liabilities / Assets

91st percentile

0.40x

Higher debt load relative to assets than 91% of similar nonprofits.

NTEE D • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

79th percentile

0.25x

Higher debt load relative to revenue than 79% of similar nonprofits.

NTEE D • $1M-$5M nonprofits • Source year 2025

Net Margin

50th percentile

8.5%

Higher net margin than 50% of similar nonprofits.

NTEE D • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

NTEE D • $1M-$5M nonprofits • Source year 2025

Asset Growth

59th percentile

10%

Faster asset growth than 59% of similar nonprofits.

NTEE D • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

60th percentile

22%

Faster revenue growth than 60% of similar nonprofits.

NTEE D • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,349,918

Up $117,091 (+9.5%) from 2022

Liabilities

Down

$624,471

Down $7,176 (-1.1%) from 2022

Net Assets

Up

$725,447

Up $124,267 (+21%) from 2022

Revenue

Up

$1,895,421

Up $568,884 (+43%) from 2022

Expenses

Up

$1,771,154

Up $581,017 (+49%) from 2022

Net Income

Down

$124,267

Down $12,133 (-8.9%) from 2022

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $350,597Liabilities 2011: $118,967Net Assets 2011: $231,6302011Assets 2012: $338,811Liabilities 2012: $108,561Net Assets 2012: $230,2502012Assets 2013: $318,100Liabilities 2013: $98,152Net Assets 2013: $219,9482013Assets 2014: $286,737Liabilities 2014: $87,840Net Assets 2014: $198,8972014Assets 2015: $275,676Liabilities 2015: $77,338Net Assets 2015: $198,3382015Assets 2016: $278,946Liabilities 2016: $72,846Net Assets 2016: $206,1002016Assets 2017: $280,211Liabilities 2017: $9,593Net Assets 2017: $270,6182017Assets 2018: $464,902Liabilities 2018: $16,061Net Assets 2018: $448,8412018Assets 2019: $472,253Liabilities 2019: $21,851Net Assets 2019: $450,4022019Assets 2020: $538,641Liabilities 2020: $44,505Net Assets 2020: $494,1362020Assets 2021: $499,775Liabilities 2021: $55,177Net Assets 2021: $444,5982021Assets 2022: $1,232,827Liabilities 2022: $631,647Net Assets 2022: $601,1802022Assets 2023: $1,349,918Liabilities 2023: $624,471Net Assets 2023: $725,4472023

Highlighted filing

2023

Assets$1,349,918
Liabilities$624,471
Net Assets$725,447

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $181,722Expenses 2011: $169,068Net Income 2011: $12,6542011Expenses 2012: $299,0862012Revenue 2013: $277,201Expenses 2013: $287,503Net Income 2013: -$10,3022013Revenue 2014: $298,520Expenses 2014: $319,571Net Income 2014: -$21,0512014Revenue 2015: $339,785Expenses 2015: $340,344Net Income 2015: -$5592015Revenue 2016: $506,176Expenses 2016: $498,414Net Income 2016: $7,7622016Revenue 2017: $618,101Expenses 2017: $553,583Net Income 2017: $64,5182017Revenue 2018: $843,488Expenses 2018: $665,265Net Income 2018: $178,2232018Revenue 2019: $803,415Expenses 2019: $801,854Net Income 2019: $1,5612019Revenue 2020: $1,140,227Expenses 2020: $1,096,493Net Income 2020: $43,7342020Revenue 2021: $1,130,454Expenses 2021: $1,179,992Net Income 2021: -$49,5382021Revenue 2022: $1,326,537Expenses 2022: $1,190,137Net Income 2022: $136,4002022Revenue 2023: $1,895,421Expenses 2023: $1,771,154Net Income 2023: $124,2672023

Highlighted filing

2023

Revenue$1,895,421
Expenses$1,771,154
Net Income$124,267

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.35$0.62$0.73$1.90$1.77$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.63$0.60$1.33$1.19$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.06$0.44$1.13$1.18$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.04$0.49$1.14$1.10$0.04
2019Summary only. Only limited summary data is available for this year.$0.47$0.02$0.45$0.80$0.80$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.02$0.45$0.84$0.67$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.01$0.27$0.62$0.55$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.07$0.21$0.51$0.50$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.08$0.20$0.34$0.34$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.09$0.20$0.30$0.32$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.32$0.10$0.22$0.28$0.29$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.11$0.23$0.30
2011Summary only. Only limited summary data is available for this year.$0.35$0.12$0.23$0.18$0.17$0.01
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Gross Receipts
$298,520
Mission and Program Overview

Mission

The Humane Society of Union County exists to reduce the number of abused, abandoned, and neglected cats and dogs through rescue, rehabilitation, adoption, and spay and neuter.

Prevention & education of animal cruelty; assist,promote & encourage the humane treatment & welfare of animals; reduce number of homeless & abandoned pets by providing affordable spay/neuter options to residents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$172,572$155,905▼ $16,667
Savings and Temporary Cash Investments$143,945$129,361▼ $14,584
Intangible Assets$1,182$1,071▼ $111
Cash and Non-Interest-Bearing Accounts$401$400▼ $1
Total Assets$318,100$286,737▼ $31,363
Liabilities
Other Liabilities$90,321$81,098▼ $9,223
Accounts Payable and Accrued Expenses$7,831$6,742▼ $1,089
Total Liabilities$98,152$87,840▼ $10,312
Net Assets / Fund Balance
Unrestricted Net Assets$219,948$198,897▼ $21,051
Total Net Assets Fund Balance$219,948$198,897▼ $21,051
Total Liabilities and Net Assets / Fund Balance$318,100$286,737▼ $31,363

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$81,111$14,146$95,257
Other Land Buildings$12,173$46,151$58,324
Land$46,550-$46,550
Equipment$11,966$26,611$38,577
Leasehold Improvements$4,105$12,134$16,239
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sue RatliffPresident
Barbara BlairBoard Member
Hughie SextonBoard Member
Marcie SouthBoard Member
Patsy LedfordBoard Member
Robin KnightBoard Member
Jeanie ShaughnessySecretary
Laura SurTreasurer
Barbara BighamVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$42,474
Program Service Revenue
$230,058
Investment Income
$58
Other Revenue
$25,930
All Other Contributions
$42,474
Change in Net Assets
$-21,051
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$162,762
Other Expenses$156,809
Total Fundraising Expense$5,044
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$148,877--$148,877
Fees for Services Other$16,781--$16,781
Depreciation Depletion$16,778--$16,778
Payroll Taxes$13,885--$13,885
Fees for Services Accounting$13,185--$13,185
All Other Expenses$10,747$2,207-$12,954
Occupancy$10,745--$10,745
Insurance$5,814--$5,814
Interest$4,335--$4,335
Other Expenses$3,422-$5,044$3,422
Office Expenses-$2,262-$2,262
Advertising$460--$460
Travel$118--$118
Total Functional Expenses$310,058$4,469$5,044$319,571
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$24,069
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Fundrai$24,069$24,069-$24,069
Total Events$24,069$24,069-$24,069
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable - Bb&t$79,603
Accrued Salaries & Wages$1,495
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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

Reviewed by board chairperson

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Humane Society of Union County Inc
EIN
58-1586626
Phone
7042812289
Address
PO BOX 101, MONROE, NC 28111

Signing Officer

Name
Barbara Blair
Title
President
Phone
7042812289
Signed
2015-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Blair
Formed
1983
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
8
Employees
9

Preparer

Firm
MOYER SMITH & ROLLER PA CPA'S
Address
2213 COMMERCE DRIVE SUITE A, MONROE, NC 28110
Preparer
Thomas M Moyer Iii
Phone
7042837748
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Prevention & education of animal cruelty; assist,promote & encourage the humane treatment & welfare of animals; reduce number of homeless & abandoned pets by providing affordable spay/neuter options to residents.

Raw XML Appendix388 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/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0279823
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0143945
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0129361
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt042474
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt056391
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt052420
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt079302
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt075327
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0305914
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0256046
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0220810
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0245780
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0102419
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0832317
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IRS990ScheduleA/InvestmentIncomePYPct00.01000
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IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0277201
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0181721
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt082589
IRS990ScheduleA/Total509Grp/TotalAmt01138231
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0298520
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0298200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0181721
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt082589
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01138231
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/BuildingsGrp/BookValueAmt081111
IRS990ScheduleD/BuildingsGrp/DepreciationAmt014146
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt095257
IRS990ScheduleD/EquipmentGrp/BookValueAmt011966
IRS990ScheduleD/EquipmentGrp/DepreciationAmt026611
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt038577
IRS990ScheduleD/LandGrp/BookValueAmt046550
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt046550
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04105
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt012134
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt016239
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012173
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt046151
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt058324
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt079603
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11495
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NOTE PAYABLE - BB&T
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED SALARIES & WAGES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0155905
IRS990ScheduleD/TotalLiabilityAmt081098
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS FUNDRAI
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024069
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024069
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024069
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024069
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024069
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PREVENTION & EDUCATION OF ANIMAL CRUELTY; ASSIST,PROMOTE & ENCOURAGE THE HUMANE TREATMENT & WELFARE OF ANIMALS; REDUCE NUMBER OF HOMELESS & ABANDONED PETS BY PROVIDING AFFORDABLE SPAY/NEUTER OPTIONS TO RESIDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY BOARD CHAIRPERSON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt042474
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05044
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04469
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0310058
IRS990/TotalFunctionalExpensesGrp/TotalAmt0319571
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt098152
IRS990/TotalLiabilitiesEOYAmt087840
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IRS990/TotalLiabilitiesGrp/EOYAmt087840
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0219948
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0198897
IRS990/TotalOtherProgSrvcExpenseAmt016778
IRS990/TotalProgramServiceExpensesAmt0310058
IRS990/TotalProgramServiceRevenueAmt0230058
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0231977
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0298520
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0318100
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0286737
IRS990/TravelGrp/ProgramServicesAmt0118
IRS990/TravelGrp/TotalAmt0118
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0219948
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0198897
IRS990/USAddress/AddressLine1Txt05308 CAMILLA LANE
IRS990/USAddress/CityNm0WAXHAW
IRS990/USAddress/StateAbbreviationCd0NC
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IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA BLAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07042812289
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HUMANE SOCIETY OF UNION COUNTY INC
ReturnHeader/Filer/BusinessNameControlTxt0HUMA
ReturnHeader/Filer/EIN0581586626
ReturnHeader/Filer/PhoneNum07042812289
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 101
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028111
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561679377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOYER SMITH & ROLLER PA CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02213 COMMERCE DRIVE SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028110
ReturnHeader/PreparerPersonGrp/PhoneNum07042837748
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS M MOYER III
ReturnHeader/ReturnTs02015-05-27T10:06:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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