Civic Intelligence

Mountain Valleys Resource Conservation & Development Council

990 • Fiscal year 2020 • EIN 58-1767802

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 24, 2021

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

64th percentile

0.03x

Higher debt load relative to assets than 64% of similar nonprofits.

2020 filings • NTEE C • <$500k nonprofits • Source year 2020

Liabilities / Revenue

65th percentile

0.03x

Higher debt load relative to revenue than 65% of similar nonprofits.

2020 filings • NTEE C • <$500k nonprofits • Source year 2020

Net Margin

54th percentile

9.1%

Higher net margin than 54% of similar nonprofits.

2020 filings • NTEE C • <$500k nonprofits • Source year 2020

Top Officer Pay

88th percentile

$40,685

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2020 filings • NTEE C • <$500k nonprofits • Source year 2020

Asset Growth

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

2020 filings • NTEE C • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

46th percentile

-13%

Faster revenue growth than 46% of similar nonprofits.

2020 filings • NTEE C • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$326,226

Up $37,369 (+13%) from 2019

Net Assets

Up

$317,924

Up $29,563 (+10%) from 2019

Liabilities

Up

$8,302

Up $7,806 (+1574%) from 2019

Revenue

Down

$303,828

Down $45,472 (-13%) from 2019

Expenses

Down

$276,279

Down $33,693 (-11%) from 2019

Net Income

Down

$27,549

Down $11,779 (-30%) from 2019

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

2020

Assets$326,226
Liabilities$8,302
Net Assets$317,924

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

2020

Revenue$303,828
Expenses$276,279
Net Income$27,549
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 24, 2021
Return Version
2019v5.1
Gross Receipts
$303,828
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$141,071$195,914▲ $54,843
Savings and Temporary Cash Investments$100,163$100,147▼ $16
Pledges and Grants Receivable$46,115$28,787▼ $17,328
Land, Buildings, and Equipment, Net$1,508$1,378▼ $130
Total Assets$288,857$326,226▲ $37,369
Liabilities
Accounts Payable and Accrued Expenses$496$8,302▲ $7,806
Total Liabilities$496$8,302▲ $7,806
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$235,246$307,443▲ $72,197
Net Assets With Donor Restrictions$53,115$10,481▼ $42,634
Total Net Assets Fund Balance$288,361$317,924▲ $29,563
Total Liabilities and Net Assets / Fund Balance$288,857$326,226▲ $37,369

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,378$1,292$2,670
Land$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jessica HoczExecutive DirectorFT$40,685$40,685

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
Drew BrannonSecretary
Bob CarterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$291,006
Program Service Revenue
$0
Investment Income
$92
Other Revenue
$12,730
All Other Contributions
$154,403
Change in Net Assets
$27,549

Audited Revenue Reconciliation

Revenue per Audited Statements
$303,828
Revenue Not Reported on Form 990
$10,506
Total Revenue per Audited Statements
$314,334
Total Revenue per Form 990
$303,828
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$140,364
Salaries, Compensation, and Employee Benefits$84,988
Grants and Similar Amounts Paid$50,927
Total Fundraising Expense$2,436
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$112,666$0$0$112,666
Grants to Domestic Individuals$50,927--$50,927
Current Officers, Directors, Trustees, and Key Employees$37,993$3,778$2,200$43,971
Other Salaries and Wages$34,992$0$0$34,992
All Other Expenses$6,106$0$0$6,106
Payroll Taxes$5,543$308$174$6,025
Fees for Services Accounting$0$3,725$0$3,725
Conferences and Meetings$3,537$0$0$3,537
Travel$3,301$0$0$3,301
Insurance$0$1,898$0$1,898
Other Expenses$0$1,687$0$1,687
Office Expenses$1,217$0$62$1,279
Information Technology$800$0$0$800
Depreciation Depletion$530$132$0$662
Fees for Services Legal$0$79$0$79
Total Functional Expenses$262,236$11,607$2,436$276,279

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$286,785
Expenses per Audited Statements$276,279
Total Expenses per Form 990$276,279
Expenses Not Reported on Form 990$10,506
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
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
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
2021-02-24
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
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.

Form 990, Part IX, Line 11G

Environmental Contractors 112666. 112666. 0. 0.

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IRS990/MembershipDuesAmt04800
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0288361
IRS990/NetAssetsOrFundBalancesEOYAmt0317924
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0235246
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0307443
IRS990/NoncashContributionsAmt010506
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt062
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt01217
IRS990/OfficeExpensesGrp/TotalAmt01279
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0Project Expense - Supplies
IRS990/OtherExpensesGrp/Desc1Membership Dues
IRS990/OtherExpensesGrp/Desc2General & Administrative
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21687
IRS990/OtherExpensesGrp/ProgramServicesAmt04474
IRS990/OtherExpensesGrp/ProgramServicesAmt1150
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/TotalAmt04474
IRS990/OtherExpensesGrp/TotalAmt1150
IRS990/OtherExpensesGrp/TotalAmt21687
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1523991
IRS990/OtherRevenueMiscGrp/Desc0Reimbursed Expenses
IRS990/OtherRevenueMiscGrp/Desc1Fiscal Sponsor Income
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt030
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt112700
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt030
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt112700
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt012730
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt034992
IRS990/OtherSalariesAndWagesGrp/TotalAmt034992
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0174
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0308
IRS990/PayrollTaxesGrp/ProgramServicesAmt05543
IRS990/PayrollTaxesGrp/TotalAmt06025
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt046115
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt028787
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Jessica Hocz
IRS990/PriorPeriodAdjustmentsAmt02014
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0348816
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt014000
IRS990/PYInvestmentIncomeAmt0264
IRS990/PYOtherExpensesAmt0225492
IRS990/PYOtherRevenueAmt0220
IRS990/PYRevenuesLessExpensesAmt039328
IRS990/PYSalariesCompEmpBnftPaidAmt070480
IRS990/PYTotalExpensesAmt0309972
IRS990/PYTotalRevenueAmt0349300
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt027549
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100163
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0100147
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0301512
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0348816
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0328517
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0294634
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt088274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01361753
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt010506
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt010506
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt010506
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt010506
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt010506
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt052530
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt092
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0264
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt053
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt075
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt062
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0546
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99960
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99010
IRS990ScheduleA/PublicSupportTotal170Amt01414283
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0312018
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0359322
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0339023
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0305140
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt098780
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01414283
IRS990ScheduleA/TotalSupportAmt01414829
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
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesAmt02550
IRS990ScheduleC/OtherActivitiesInd0true
IRS990ScheduleC/PaidStaffOrManagementInd0false

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
2020Detailed filing. Detailed filing data is available for this year.$3.26$0.08$3.18$3.04$2.76$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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