Civic Intelligence

Mountain Valleys Resource Conservation & Development Council

990 • Fiscal year 2021 • EIN 58-1767802

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 24, 2022

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

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2021 filings • NTEE C • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2021 filings • NTEE C • <$500k nonprofits • Source year 2021

Net Margin

40th percentile

6.5%

Higher net margin than 40% of similar nonprofits.

2021 filings • NTEE C • <$500k nonprofits • Source year 2021

Top Officer Pay

90th percentile

$40,430

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

2021 filings • NTEE C • <$500k nonprofits • Source year 2021

Asset Growth

46th percentile

4.5%

Faster asset growth than 46% of similar nonprofits.

2021 filings • NTEE C • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

51st percentile

10%

Faster revenue growth than 51% of similar nonprofits.

2021 filings • NTEE C • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$341,042

Up $14,816 (+4.5%) from 2020

Net Assets

Up

$339,670

Up $21,746 (+6.8%) from 2020

Liabilities

Down

$1,372

Down $6,930 (-83%) from 2020

Revenue

Up

$335,138

Up $31,310 (+10%) from 2020

Expenses

Up

$313,392

Up $37,113 (+13%) from 2020

Net Income

Down

$21,746

Down $5,803 (-21%) from 2020

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

2021

Assets$341,042
Liabilities$1,372
Net Assets$339,670

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

2021

Revenue$335,138
Expenses$313,392
Net Income$21,746
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 24, 2022
Return Version
2020v4.1
Gross Receipts
$335,138
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$195,914$149,441▼ $46,473
Savings and Temporary Cash Investments$100,147$102,105▲ $1,958
Pledges and Grants Receivable$28,787$88,652▲ $59,865
Land, Buildings, and Equipment, Net$1,378$844▼ $534
Total Assets$326,226$341,042▲ $14,816
Liabilities
Accounts Payable and Accrued Expenses$8,302$1,372▼ $6,930
Total Liabilities$8,302$1,372▼ $6,930
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$307,443$295,790▼ $11,653
Net Assets With Donor Restrictions$10,481$43,880▲ $33,399
Total Net Assets Fund Balance$317,924$339,670▲ $21,746
Total Liabilities and Net Assets / Fund Balance$326,226$341,042▲ $14,816

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$844$1,826$2,670
Land$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jessica HoczExecutive DirectorFT$40,430$40,430

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
Drew BrannonSecretary
Bob CarterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$295,638
Program Service Revenue
$32,950
Investment Income
$38
Other Revenue
$6,512
All Other Contributions
$191,997
Change in Net Assets
$21,746
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$154,870
Salaries, Compensation, and Employee Benefits$91,069
Grants and Similar Amounts Paid$67,453
Total Fundraising Expense$2,669
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$117,654$0$0$117,654
Grants to Domestic Individuals$67,453--$67,453
Other Salaries and Wages$42,865$2,132$1,205$46,202
Current Officers, Directors, Trustees, and Key Employees$35,349$1,921$1,153$38,423
Fees for Services Accounting$0$8,605$0$8,605
Payroll Taxes$5,928$330$186$6,444
All Other Expenses$2,877$0$0$2,877
Office Expenses$2,407$0$125$2,532
Insurance$0$1,905$0$1,905
Other Expenses$0$1,363$0$1,363
Depreciation Depletion$427$107$0$534
Conferences and Meetings$243$0$0$243
Total Functional Expenses$294,360$16,363$2,669$313,392
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
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
Robert Carter
Title
Treasurer
Phone
8282066159
Signed
2022-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica Hocz
Formed
1987
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
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 117654. 117654. 0. 0.

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IRS990/OtherExpensesGrp/TotalAmt16393
IRS990/OtherExpensesGrp/TotalAmt2750
IRS990/OtherExpensesGrp/TotalAmt31363
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Reimbursed Expenses
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06512
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06512
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt06512
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01205
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02132
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt042865
IRS990/OtherSalariesAndWagesGrp/TotalAmt046202
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0186
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0330
IRS990/PayrollTaxesGrp/ProgramServicesAmt05928
IRS990/PayrollTaxesGrp/TotalAmt06444
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt028787
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt088652
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Jessica Hocz
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/Desc0Fiscal Sponsor Income
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt032950
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgSrvcAccomActy2Grp/Desc0In 2013 Mountain Valleys RC&D completed a Source Water Protection Plan for the Ivy River Watershed (IRP), which describes an action plan for addressing water quality. Using this as a guiding document, the IRP engages landowners, students, community members, and local governments on a voluntary basis to monitor water quality and to encourage the implementation of "best practices" to restore and maintain river health. The IRP can provide technical assistance and fundraising support for landowners interested in improvement projects.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0291006
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt050927
IRS990/PYInvestmentIncomeAmt092
IRS990/PYOtherExpensesAmt0140364
IRS990/PYOtherRevenueAmt012730
IRS990/PYRevenuesLessExpensesAmt027549
IRS990/PYSalariesCompEmpBnftPaidAmt084988
IRS990/PYTotalExpensesAmt0276279
IRS990/PYTotalRevenueAmt0303828
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt021746
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100147
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0102105
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0328588
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0303706
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0348816
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0328517
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0294634
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01604261
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt010506
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt010506
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt010506
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt010506
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt010506
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt052530
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt038
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt092
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0264
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt053
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt075
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0522
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99970
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99960
IRS990ScheduleA/PublicSupportTotal170Amt01656791
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0339094
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0314212
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0359322
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0339023
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0305140
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01656791
IRS990ScheduleA/TotalSupportAmt01657313
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
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0For the first time the State Association of Research Conservation & Development Councils hired a lobbyist in hopes of a legislative allocation. Mountain Valley's share of the cost was $2,550.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt II-B Line 1
IRS990ScheduleC/TotalLobbyingExpendituresAmt02550
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0844
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01826
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02670
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0844
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt036930
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt113724
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt21350
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt315449
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Energy Project Support
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Water Quality Project Support
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2Wildfire Mitigation Project Support
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3Madison Friendship Fund
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt03
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt14
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt23
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt324
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.

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
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