Civic Intelligence

Sunbelt Promotional Products

EIN 63-1188966 • 501(c)6 • Shelbyville, TN

Profile

Promote promotional products for education

PO Box 1062Shelbyville, TN 37162

sunbeltppa.org

Siviq Scores

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

Liabilities / Assets

80th percentile

0.18x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.14x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

76th percentile

15%

Higher net margin than 76% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$31,680

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 30.9% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

90th percentile

46%

Faster asset growth than 90% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

-6.5%

Faster revenue growth than 40% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$81,119

Up $25,514 (+46%) from 2023

Liabilities

Up

$14,516

Up $9,735 (+204%) from 2023

Net Assets

Up

$66,603

Up $15,779 (+31%) from 2023

Operations
Liabilities / Revenue81st percentileNet Margin76th percentile

Revenue

Down

$102,649

Down $7,167 (-6.5%) from 2023

Expenses

Down

$86,848

Down $4,530 (-5.0%) from 2023

Net Income

Down

$15,801

Down $2,637 (-14%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$100K$50K$0-$50KAssets 2011: $44,327Liabilities 2011: $02011Assets 2012: $19,734Liabilities 2012: $02012Assets 2013: $17,768Liabilities 2013: $6,944Net Assets 2013: $10,8242013Assets 2014: $30,401Liabilities 2014: $31,313Net Assets 2014: -$9122014Assets 2015: $24,137Liabilities 2015: $17,280Net Assets 2015: $6,8572015Assets 2016: $4,533Liabilities 2016: $6,360Net Assets 2016: -$1,8272016Assets 2017: $5,374Liabilities 2017: $5,1552017Assets 2018: $13,856Liabilities 2018: $3,245Net Assets 2018: $10,6112018Assets 2019: $34,625Liabilities 2019: $21,672Net Assets 2019: $12,9532019Assets 2020: $27,481Liabilities 2020: $1,180Net Assets 2020: $26,3012020Assets 2021: $47,657Liabilities 2021: $18,409Net Assets 2021: $29,2482021Assets 2022: $49,654Liabilities 2022: $17,315Net Assets 2022: $32,3392022Assets 2023: $55,605Liabilities 2023: $4,781Net Assets 2023: $50,8242023Assets 2024: $81,119Liabilities 2024: $14,516Net Assets 2024: $66,6032024

Highlighted filing

2024

Assets$81,119
Liabilities$14,516
Net Assets$66,603
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $52,830Expenses 2011: $40,872Net Income 2011: $11,9582011Revenue 2012: $73,621Expenses 2012: $98,214Net Income 2012: -$24,5932012Revenue 2013: $69,970Expenses 2013: $78,880Net Income 2013: -$8,9102013Revenue 2014: $118,330Expenses 2014: $117,417Net Income 2014: $9132014Revenue 2015: $120,055Expenses 2015: $112,286Net Income 2015: $7,7692015Revenue 2016: $109,272Expenses 2016: $117,956Net Income 2016: -$8,6842016Revenue 2017: $116,750Expenses 2017: $114,705Net Income 2017: $2,0452017Revenue 2018: $118,251Expenses 2018: $107,862Net Income 2018: $10,3892018Revenue 2019: $110,320Expenses 2019: $107,978Net Income 2019: $2,3422019Revenue 2020: $87,737Expenses 2020: $74,389Net Income 2020: $13,3482020Revenue 2021: $76,704Expenses 2021: $73,756Net Income 2021: $2,9482021Revenue 2022: $95,228Expenses 2022: $92,138Net Income 2022: $3,0902022Revenue 2023: $109,816Expenses 2023: $91,378Net Income 2023: $18,4382023Revenue 2024: $102,649Expenses 2024: $86,848Net Income 2024: $15,8012024

Highlighted filing

2024

Revenue$102,649
Expenses$86,848
Net Income$15,801
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,119
Liabilities
$14,516
Net assets
$66,603
Revenue
$102,649
Expenses
$86,848
Net income
$15,801
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.81$0.15$0.67$1.03$0.87$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.56$0.05$0.51$1.10$0.91$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.50$0.17$0.32$0.95$0.92$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.48$0.18$0.29$0.77$0.74$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.27$0.01$0.26$0.88$0.74$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.22$0.13$1.10$1.08$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.03$0.11$1.18$1.08$0.10
2017Summary only. Only limited summary data is available for this year.$0.05$0.05$1.17$1.15$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.05$0.06$0.02$1.09$1.18$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.24$0.17$0.07$1.20$1.12$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.31$0.01$1.18$1.17$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.07$0.11$0.70$0.79$0.09
2012Summary only. Only limited summary data is available for this year.$0.20$0.00$0.74$0.98$0.25
2011Summary only. Only limited summary data is available for this year.$0.44$0.00$0.53$0.41$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.0
Gross Receipts
$102,649
Mission and Program Overview

Mission

Promote promotional products for education

Program Services

DescriptionGrantsExpenses
REGIONAL ASSOCIATION FORMED TO IMPROVE THE IMAGE AND USE OF PROMOTIONAL PRODUCTS IN THE SOUTHEAST REGION OF THE UNITED STATES. THE ORGANIZATION WORKS TO PROMOTE THE HIGHEST INDUSTRY STANDARD AND PROVIDE MEMBERS POSITIVE PROFESSIONAL GROWTH.--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROCKY MORENOExecutive DiPT$31,680-$31,680
BETH WILLIAMSImm Past Pre-$0--
LISA GREERPresident-$0--
JASON BEEKERVice Preside-$0--
JENNIFER KAMIN-KULBERSCHDirector-$0--
MICHAEL ROSAMONDSecretary-$0--
DANNY SIRMONDirector-$0--
JIM MADDOXTreasurer-$0--
JERE BEASLEYDirector-$0--
DESTRA TONTALADirector-$0--
Filing and Contact Details

Filer

Filer Name
Sunbelt Promotional Products
EIN
63-1188966
Phone
2055888004
Address
PO BOX 1062, SHELBYVILLE, TN 37162

Signing Officer

Name
Rocky Moreno
Title
Executive Director
Phone
6154694040
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Winnett Associates Pllc
Address
PO BOX 745, SHELBYVILLE, TN 37162-0745
Preparer
Patrick R Lile
Phone
9316847142
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses supplies 1,663 website 2,160 admin travel 1,278 travel 3,962 board meeting expense 448 insurance 291 credit card fees 5,612 regional assoc. Council 2,482 website 90 contributions 485 miscellaneous 12 catering services 4,444 staffing 1,418 speaker 250 member events 1,539 awards 616 hospitality 542 professional development 564 other 31 bad debt expense 1,905 total 29,792”

Form 990-ez, Part I, Line 20

“Unrealized gains on investments -22”

Form 990-ez, Part II, Line 24

“Accounts receivable 1,905 0 undeposited funds 0 0 total 1,905 0”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 2,161 unearned booth income 3,640 12,055 unearned membership dues 1,195 300 other -54 0”

Form 990-ez, Part III, Line 28

“Regional association formed to improve the image and use of promotional products in the southeast region of the united states. The organization works to promote the highest industry standard and provide members positive professional growth.”

Raw XML Appendix136 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0ROCKY MORENO
IRS990EZ/BooksInCareOfDetail/PhoneNum02055888004
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1062
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHELBYVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037160
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053700
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt081119
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015801
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt034281
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt055605
IRS990EZ/Form990TotalAssetsGrp/EOYAmt081119
IRS990EZ/GrossReceiptsAmt0102649
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt070
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt023740
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050824
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066603
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050824
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066603
IRS990EZ/OccupancyRentUtltsAndMaintAmt020324
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt031680
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROCKY MORENO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BETH WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA GREER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JASON BEEKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER KAMIN-KULBERSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL ROSAMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DANNY SIRMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JIM MADDOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JERE BEASLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DESTRA TONTALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1IMM PAST PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01905
IRS990EZ/OtherChangesInNetAssetsAmt0-22
IRS990EZ/OtherExpensesTotalAmt029792
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE PROMOTIONAL PRODUCTS FOR EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt02451
IRS990EZ/ProgramServiceRevenueAmt078839
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REGIONAL ASSOCIATION FORMED TO IMPROVE THE IMAGE AND USE OF PROMOTIONAL PRODUCTS IN THE SOUTHEAST REGION OF THE UNITED STATES. THE ORGANIZATION WORKS TO PROMOTE THE HIGHEST INDUSTRY STANDARD AND PROVIDE MEMBERS POSITIVE PROFESSIONAL GROWTH.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04781
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt014516
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086848
IRS990EZ/TotalRevenueAmt0102649
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SUNBELTPPA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES 1,663 WEBSITE 2,160 ADMIN TRAVEL 1,278 TRAVEL 3,962 BOARD MEETING EXPENSE 448 INSURANCE 291 CREDIT CARD FEES 5,612 REGIONAL ASSOC. COUNCIL 2,482 WEBSITE 90 CONTRIBUTIONS 485 MISCELLANEOUS 12 CATERING SERVICES 4,444 STAFFING 1,418 SPEAKER 250 MEMBER EVENTS 1,539 AWARDS 616 HOSPITALITY 542 PROFESSIONAL DEVELOPMENT 564 OTHER 31 BAD DEBT EXPENSE 1,905 TOTAL 29,792
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAINS ON INVESTMENTS -22
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 1,905 0 UNDEPOSITED FUNDS 0 0 TOTAL 1,905 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 2,161 UNEARNED BOOTH INCOME 3,640 12,055 UNEARNED MEMBERSHIP DUES 1,195 300 OTHER -54 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REGIONAL ASSOCIATION FORMED TO IMPROVE THE IMAGE AND USE OF PROMOTIONAL PRODUCTS IN THE SOUTHEAST REGION OF THE UNITED STATES. THE ORGANIZATION WORKS TO PROMOTE THE HIGHEST INDUSTRY STANDARD AND PROVIDE MEMBERS POSITIVE PROFESSIONAL GROWTH.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROCKY MORENO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06154694040
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNBELT PROMOTIONAL PRODUCTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SUNB
ReturnHeader/Filer/EIN0631188966
ReturnHeader/Filer/PhoneNum02055888004
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1062
ReturnHeader/Filer/USAddress/CityNm0SHELBYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037162
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0620808829
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINNETT ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 745
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELBYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0371620745
ReturnHeader/PreparerPersonGrp/PhoneNum09316847142
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK R LILE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-14T17:41:13-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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