Civic Intelligence

Mountain Valleys Resource Conservation & Development Council

990 • Fiscal year 2019 • EIN 58-1767802

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 12, 2020

4388 Highway 25-70Marshall, NC 28753

(828) 206-6159

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Higher debt load relative to assets than 53% of similar nonprofits.

2019 filings • NTEE C • <$500k nonprofits • Source year 2019

Liabilities / Revenue

52nd percentile

0.00x

Higher debt load relative to revenue than 52% of similar nonprofits.

2019 filings • NTEE C • <$500k nonprofits • Source year 2019

Net Margin

60th percentile

11%

Higher net margin than 60% of similar nonprofits.

2019 filings • NTEE C • <$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$40,584

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

2019 filings • NTEE C • <$500k nonprofits • Source year 2019

Asset Growth

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

2019 filings • NTEE C • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

57th percentile

6.3%

Faster revenue growth than 57% of similar nonprofits.

2019 filings • NTEE C • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$288,857

Up $33,732 (+13%) from 2018

Net Assets

Up

$288,361

Up $39,328 (+16%) from 2018

Liabilities

Down

$496

Down $5,596 (-92%) from 2018

Revenue

Up

$349,300

Up $20,783 (+6.3%) from 2018

Expenses

Down

$309,972

Down $32,305 (-9.4%) from 2018

Net Income

Up

$39,328

Up $53,088 (+386%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $296,731Liabilities 2010: $6,595Net Assets 2010: $290,1362010Assets 2011: $386,421Liabilities 2011: $28,709Net Assets 2011: $357,7122011Assets 2012: $400,570Liabilities 2012: $11,638Net Assets 2012: $388,9322012Assets 2013: $272,705Liabilities 2013: $4,384Net Assets 2013: $268,3212013Assets 2014: $270,281Liabilities 2014: $1,516Net Assets 2014: $268,7652014Assets 2015: $286,229Liabilities 2015: $4,472Net Assets 2015: $281,7572015Assets 2016: $273,658Liabilities 2016: $1,3172016Assets 2017: $290,453Liabilities 2017: $25,652Net Assets 2017: $264,8012017Assets 2018: $255,125Liabilities 2018: $6,092Net Assets 2018: $249,0332018Assets 2019: $288,857Liabilities 2019: $496Net Assets 2019: $288,3612019Assets 2020: $326,226Liabilities 2020: $8,302Net Assets 2020: $317,9242020Assets 2021: $341,042Liabilities 2021: $1,372Net Assets 2021: $339,6702021Assets 2022: $331,071Liabilities 2022: $0Net Assets 2022: $331,0712022Assets 2023: $368,553Liabilities 2023: $36,595Net Assets 2023: $331,9582023Assets 2025: $531,242Liabilities 2025: $700Net Assets 2025: $530,5422025

Highlighted filing

2019

Assets$288,857
Liabilities$496
Net Assets$288,361

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2010: $362,324Expenses 2010: $418,397Net Income 2010: -$56,0732010Expenses 2011: $461,4882011Expenses 2012: $304,2932012Expenses 2013: $208,4332013Revenue 2014: $114,769Expenses 2014: $114,325Net Income 2014: $4442014Revenue 2015: $185,038Expenses 2015: $172,046Net Income 2015: $12,9922015Revenue 2016: $91,240Expenses 2016: $100,656Net Income 2016: -$9,4162016Revenue 2017: $295,738Expenses 2017: $303,278Net Income 2017: -$7,5402017Revenue 2018: $328,517Expenses 2018: $342,277Net Income 2018: -$13,7602018Revenue 2019: $349,300Expenses 2019: $309,972Net Income 2019: $39,3282019Revenue 2020: $303,828Expenses 2020: $276,279Net Income 2020: $27,5492020Revenue 2021: $335,138Expenses 2021: $313,392Net Income 2021: $21,7462021Revenue 2022: $404,636Expenses 2022: $413,235Net Income 2022: -$8,5992022Revenue 2023: $396,846Expenses 2023: $395,959Net Income 2023: $8872023Revenue 2025: $653,504Expenses 2025: $478,250Net Income 2025: $175,2542025

Highlighted filing

2019

Revenue$349,300
Expenses$309,972
Net Income$39,328
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 12, 2020
Return Version
2018v3.1
Gross Receipts
$349,300
Mission and Program Overview

Mission

To initiate actions that will improve economic conditions, enhance and/or preserve natural resources and balance land and water management activities in a widely divergent geographic area of North Carolina.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$100,313$141,071▲ $40,758
Savings and Temporary Cash Investments$100,046$100,163▲ $117
Pledges and Grants Receivable$53,603$46,115▼ $7,488
Land, Buildings, and Equipment, Net$1,163$1,508▲ $345
Total Assets$255,125$288,857▲ $33,732
Liabilities
Accounts Payable and Accrued Expenses$6,092$496▼ $5,596
Total Liabilities$6,092$496▼ $5,596
Net Assets / Fund Balance
Unrestricted Net Assets$236,480$235,246▼ $1,234
Temporarily Rstr Net Assets$12,553$53,115▲ $40,562
Total Net Assets Fund Balance$249,033$288,361▲ $39,328
Total Liabilities and Net Assets / Fund Balance$255,125$288,857▲ $33,732

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,508$3,534$5,042
Land$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jessica HoczExecutive DirectorFT$40,584$40,584

Board Members and Trustees

NameTitle
Russell BlevinsChairman
Richard SmithVice Chairman
Albert MooreCouncil Member
Ashley WootenCouncil Member
Barbara MeliskiCouncil Member
David CaldwellCouncil Member
Harold HunterCouncil Member
John ViningCouncil Member
Lex GareyCouncil Member
Loring McIntyreCouncil Member
Maurice McAlisterCouncil Member
Robert WattsCouncil Member
Andrew C BrannonSecretary
Bob CarterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$348,816
Program Service Revenue
$0
Investment Income
$264
Other Revenue
$220
All Other Contributions
$79,150
Change in Net Assets
$39,328
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$225,492
Salaries, Compensation, and Employee Benefits$70,480
Grants and Similar Amounts Paid$14,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$12,624$26,592$0$39,216
Other Salaries and Wages$13,430$12,854$0$26,284
Grants to Domestic Individuals$7,000--$7,000
Grants to Domestic Orgs$7,000--$7,000
Payroll Taxes$2,206$2,774$0$4,980
Travel$1,700$2,442$0$4,142
Fees for Services Accounting$0$3,500$0$3,500
Office Expenses$1,259$733$0$1,992
Other Expenses$919$757$0$1,676
Conferences and Meetings$0$1,355$0$1,355
Insurance$0$1,242$0$1,242
Information Technology$20$512$0$532
Depreciation Depletion$0$440$0$440
Total Functional Expenses$256,571$53,401$0$309,972
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sunshine Mountain FarmsMurphy, NC-Energy Project Support$7,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Mountain Valleys Resource Conservation & Development Council
EIN
58-1767802
Phone
8282066159
Address
4388 Highway 25-70, Marshall, NC 28753

Signing Officer

Name
Russell Blevins
Title
Chairman
Phone
8282066159
Signed
2020-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica Hocz
Formed
1987
Legal Domicile
Nc
Voting Board Members
14
Independent Board Members
14
Employees
3
Volunteers
14

Preparer

Firm
Corliss & Solomon Pllc
Address
242 CHARLOTTE ST SUITE 1, ASHEVILLE, NC 28801-1434
Preparer
Stephen C Corliss
Phone
8282360206
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The 990 is prepared by independent accountants, reviewed by management, presented to the Board for review, proposed revisions and final approval.

Pt VI, Line 12C

Annually, potential conflicts of interest are discussed by Board members. Each Board member affirms that the policy has been read & either that no conflict of interest exists or discloses any such conflict.

Pt VI, Line 15A

In the annual budgeting process, the Board approves a budget line for aggregate salary expense. Thereafter, individual salaries and salary increases for employees are determined by the Executive Director. The Board of Directors sets the Executive Director's salary after a performance review and a check of comparable salary information for nonprofit organizations with similar budgets.

Pt VI, Line 18

Form 1023 and 990 available upon request.

Pt VI, Line 19

Governing documents and conflict of interest policy are available upon request.

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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3757
IRS990/OtherExpensesGrp/ProgramServicesAmt0209793
IRS990/OtherExpensesGrp/ProgramServicesAmt1620
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt3919
IRS990/OtherExpensesGrp/TotalAmt0209793
IRS990/OtherExpensesGrp/TotalAmt1620
IRS990/OtherExpensesGrp/TotalAmt2200
IRS990/OtherExpensesGrp/TotalAmt31676
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Reimbursed Expenses
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0220
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0220
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt0220
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012854
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt013430
IRS990/OtherSalariesAndWagesGrp/TotalAmt026284
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02774
IRS990/PayrollTaxesGrp/ProgramServicesAmt02206
IRS990/PayrollTaxesGrp/TotalAmt04980
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt053603
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt046115
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Jessica Hocz
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0328067
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt020744
IRS990/PYInvestmentIncomeAmt053
IRS990/PYOtherExpensesAmt0245508
IRS990/PYOtherRevenueAmt0397
IRS990/PYRevenuesLessExpensesAmt0-13760
IRS990/PYSalariesCompEmpBnftPaidAmt076025
IRS990/PYTotalExpensesAmt0342277
IRS990/PYTotalRevenueAmt0328517
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt039328
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100046
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0100163
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0348816
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0328517
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0294634
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt088274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0177526
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01237767
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0264
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt053
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt075
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt062
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0112
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0566
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99010
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.98320
IRS990ScheduleA/PublicSupportTotal170Amt01226034
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt011733
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0348816
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0328517
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0294634
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt088274
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0177526
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01237767
IRS990ScheduleA/TotalSupportAmt01238333
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01508
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03534
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05042
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01508
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt07000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Energy Project Support
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/RecipientTable/CashGrantAmt07000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Energy Project Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Sunshine Mountain Farms
IRS990ScheduleI/RecipientTable/RecipientEIN0201330149
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01254 Piney Ridge Road
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Murphy
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd028906
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Subgrantees are required to submit project applications and to provide follow-up information on the project's performance on an on-going basis. This can be in the form of an annual phone call, site visit, or survey.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is prepared by independent accountants, reviewed by management, presented to the Board for review, proposed revisions and final approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annually, potential conflicts of interest are discussed by Board members. Each Board member affirms that the policy has been read & either that no conflict of interest exists or discloses any such conflict.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2In the annual budgeting process, the Board approves a budget line for aggregate salary expense. Thereafter, individual salaries and salary increases for employees are determined by the Executive Director. The Board of Directors sets the Executive Director's salary after a performance review and a check of comparable salary information for nonprofit organizations with similar budgets.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 1023 and 990 available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Governing documents and conflict of interest policy are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToProxyTaxInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.31$0.01$5.31$6.54$4.78$1.75
2023Summary only. Only limited summary data is available for this year.$3.69$0.37$3.32$3.97$3.96$0.01
2022Summary only. Only limited summary data is available for this year.$3.31$0.00$3.31$4.05$4.13$0.09
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.41$0.01$3.40$3.35$3.13$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.08$3.18$3.04$2.76$0.28
2019Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.88$3.49$3.10$0.39
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.06$2.49$3.29$3.42$0.14
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.26$2.65$2.96$3.03$0.08
2016Summary only. Only limited summary data is available for this year.$2.74$0.01$0.91$1.01$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.86$0.04$2.82$1.85$1.72$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.70$0.02$2.69$1.15$1.14$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$0.04$2.68$2.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.01$0.12$3.89$3.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.86$0.29$3.58$4.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$0.07$2.90$3.62$4.18$0.56