Civic Intelligence

Community Development Foundation

990 • Fiscal year 2021 • EIN 64-0256085

May 01, 2020 to Apr 30, 2021 • Filed on Mar 15, 2022

Organization ProfileWWW.CDFMS.ORG

View Organization Page

PO Box ATupelo, MS 38802

(662) 842-4521

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.30x

Higher debt load relative to assets than 62% of similar nonprofits.

2021 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

90th percentile

1.40x

Higher debt load relative to revenue than 90% of similar nonprofits.

2021 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2021

Net Margin

30th percentile

3.9%

Higher net margin than 30% of similar nonprofits.

2021 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

87th percentile

$728,310

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

2021 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2021

Asset Growth

13th percentile

-0.6%

Faster asset growth than 13% of similar nonprofits.

2021 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

23rd percentile

-6.0%

Faster revenue growth than 23% of similar nonprofits.

2021 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$22,821,559

Down $140,977 (-0.6%) from 2020

Net Assets

Up

$15,996,261

Up $193,081 (+1.2%) from 2020

Liabilities

Down

$6,825,298

Down $334,058 (-4.7%) from 2020

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin30th percentile

Revenue

Down

$4,891,350

Down $313,415 (-6.0%) from 2020

Expenses

Down

$4,698,269

Down $77,992 (-1.6%) from 2020

Net Income

Down

$193,081

Down $235,423 (-55%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$40M$30M$20M$10M$0Assets 2010: $22,679,281Liabilities 2010: $11,792,600Net Assets 2010: $10,886,6812010Assets 2011: $22,614,921Liabilities 2011: $12,269,424Net Assets 2011: $10,345,4972011Assets 2012: $26,732,349Liabilities 2012: $13,095,457Net Assets 2012: $13,636,8922012Assets 2013: $22,610,557Liabilities 2013: $8,125,668Net Assets 2013: $14,484,8892013Assets 2014: $23,332,732Liabilities 2014: $8,403,074Net Assets 2014: $14,929,6582014Assets 2015: $23,678,068Liabilities 2015: $9,201,630Net Assets 2015: $14,476,4382015Assets 2016: $23,305,124Liabilities 2016: $9,022,400Net Assets 2016: $14,282,7242016Assets 2017: $25,179,890Liabilities 2017: $10,925,099Net Assets 2017: $14,254,7912017Assets 2018: $24,826,888Liabilities 2018: $9,734,656Net Assets 2018: $15,092,2322018Assets 2019: $24,626,849Liabilities 2019: $9,238,096Net Assets 2019: $15,388,7532019Assets 2020: $22,962,536Liabilities 2020: $7,159,356Net Assets 2020: $15,803,1802020Assets 2021: $22,821,559Liabilities 2021: $6,825,298Net Assets 2021: $15,996,2612021Assets 2022: $26,378,062Liabilities 2022: $6,512,852Net Assets 2022: $19,865,2102022Assets 2023: $32,296,990Liabilities 2023: $11,530,221Net Assets 2023: $20,766,7692023Assets 2024: $30,722,007Liabilities 2024: $10,546,516Net Assets 2024: $20,175,4912024Assets 2025: $30,104,690Liabilities 2025: $8,718,840Net Assets 2025: $21,385,8502025

Highlighted filing

2021

Assets$22,821,559
Liabilities$6,825,298
Net Assets$15,996,261
Open 2021 Filing

Operations Trend

Revenue Growth23rd percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $4,685,3012010Expenses 2011: $5,157,9992011Expenses 2012: $5,627,2492012Expenses 2013: $6,927,3342013Revenue 2014: $4,499,843Expenses 2014: $4,082,066Net Income 2014: $417,7772014Revenue 2015: $4,020,364Expenses 2015: $4,289,667Net Income 2015: -$269,3032015Revenue 2016: $4,066,249Expenses 2016: $4,253,395Net Income 2016: -$187,1462016Revenue 2017: $4,703,690Expenses 2017: $4,804,678Net Income 2017: -$100,9882017Revenue 2018: $5,653,876Expenses 2018: $4,881,217Net Income 2018: $772,6592018Revenue 2019: $5,418,560Expenses 2019: $5,188,115Net Income 2019: $230,4452019Revenue 2020: $5,204,765Expenses 2020: $4,776,261Net Income 2020: $428,5042020Revenue 2021: $4,891,350Expenses 2021: $4,698,269Net Income 2021: $193,0812021Revenue 2022: $9,486,414Expenses 2022: $5,256,100Net Income 2022: $4,230,3142022Revenue 2023: $6,225,081Expenses 2023: $5,323,522Net Income 2023: $901,5592023Revenue 2024: $5,308,017Expenses 2024: $5,899,295Net Income 2024: -$591,2782024Revenue 2025: $8,339,470Expenses 2025: $7,333,085Net Income 2025: $1,006,3852025

Highlighted filing

2021

Revenue$4,891,350
Expenses$4,698,269
Net Income$193,081
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Mar 15, 2022
Return Version
2020v4.2
Gross Receipts
$4,891,350
Mission and Program Overview

Mission

The organization's mission is to diversify and stregthen our economic mix through business retention, expansion, and attraction. Improve our human capital through workforce skills, and leadership training. Improve our communications with existing businesses, local, state and federal governments. Foster small business and entrepreneur development. And to enhance the business climate and quality of life through planning, public policy, and strong partnerships.

To strengthen the tupelo-lee county region through economic and community development.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$17,921,992$18,721,839▲ $799,847
Cash and Non-Interest-Bearing Accounts$2,754,100$1,565,173▼ $1,188,927
Investments in Publicly Traded Securities$1,053,286$1,396,965▲ $343,679
Accounts Receivable$579,858$505,828▼ $74,030
Intangible Assets$89,092$73,060▼ $16,032
Prepaid Expenses and Deferred Charges$52,654$52,738▲ $84
Total Assets$22,962,536$22,821,559▼ $140,977
Other Assets Total$511,554$505,956▼ $5,598
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,266,709$4,888,487▼ $378,222
Other Liabilities$1,118,286$1,413,811▲ $295,525
Deferred Revenue$297,800$278,041▼ $19,759
Accounts Payable and Accrued Expenses$476,561$244,959▼ $231,602
Total Liabilities$7,159,356$6,825,298▼ $334,058
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,492,531$10,854,031▲ $361,500
Net Assets With Donor Restrictions$5,310,649$5,142,230▼ $168,419
Total Net Assets Fund Balance$15,803,180$15,996,261▲ $193,081
Total Liabilities and Net Assets / Fund Balance$22,962,536$22,821,559▼ $140,977

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,409,910$4,994,978$14,404,888
Other Land Buildings$5,479,267-$5,479,267
Land$3,524,821-$3,524,821
Equipment$307,841$1,847,429$2,155,270
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David RumbargerPresident / CEOFT$456,689$271,621$728,310
Shane HomanSenior V.p. of Econ. Dev.FT$173,417$62,986$236,403
Matt MccartyCFO/VP of Corporate ServicesFT$158,602$50,780$209,382
Jon MilsteadVP of Planning and Property DevelopmentFT$157,232$26,599$183,831
Jon MilsteadVP of Planning and Property Developm-$139,700$44,131$183,831
Judd WilsonVP of Chamber of CommerceFT$120,680$40,659$161,339
Greg GiachelliVP of Exisitng IndustryFT$115,330$21,246$136,576

Board Members and Trustees

NameTitle
Aaron WashingtonDirector
Bev CrossenDirector
Charlie KinneyDirector
Chris BagleyDirector
David BrevardDirector
Emily LauderDirector
Josh WestDirector
Kevin ChapmanDirector
Kim CaronDirector
Kurt ShettlesDirector
Mike FerrisDirector
Mike RobinsonDirector
Samuel PaceDirector
Shane SpeesDirector
Shirley HendrixDirector
Tollie WhiteDirector
Tommie Lee IvyDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$2,375,019
Program Service Revenue
$1,627,427
Investment Income
$6,761
Other Revenue
$882,143
Change in Net Assets
$193,081

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,891,350
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-303,678
Total Revenue per Audited Statements
$4,587,672
Total Revenue per Form 990
$4,891,350
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,913,348
Other Expenses$1,784,921
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,007,314$112,442-$2,119,756
Pension Plan Contributions$510,517$164,588-$675,105
Depreciation Depletion-$516,878-$516,878
All Other Expenses$63,729$86,580-$150,309
Occupancy$54,122$65,322-$119,444
Payroll Taxes$112,076$6,411-$118,487
Interest$80,029$14,894-$94,923
Other Expenses$74,751$11,599-$86,350
Insurance-$64,219-$64,219
Fees for Services Other$5,872$38,162-$44,034
Travel$32,143$8,670-$40,813
Fees for Services Accounting-$30,051-$30,051
Advertising$14,754$2,680-$17,434
Fees for Services Legal$9,604$3,812-$13,416
Total Functional Expenses$3,408,387$1,289,882$0$4,698,269

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,698,269
Total Expenses per Audited Statements$4,698,269
Total Expenses per Form 990$4,698,269
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation$1,396,965
Refundable Deposits$16,846
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 is reviewed by the ceo, cfo, and the officers of the board of directors before filing.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is a component of the code of ethics statement the board of governors are required to sign each year. Another component of the code of ethics statement is a confidentiality agreement.”

Form 990, Part VI, Section B, Line 15

“Compensation for all employees is reviewed and approved annually by a compensation committee.”

Form 990, Part VI, Section C, Line 19

“The organization provides copies of its governing documents, conflict of interest policy, and financial statements to the public upon request or upon review at the corporate office at 398 east main street, tupelo, ms 38804.”

Filing and Contact Details

Filer

Filer Name
Community Development Foundation
EIN
64-0256085
Phone
6628424521
Address
PO BOX A, TUPELO, MS 38802

Signing Officer

Name
Matt Mccarty
Title
CFO
Phone
6625233463
Signed
2022-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Rumbarger
Formed
1948
Legal Domicile
Ms
Voting Board Members
17
Independent Board Members
16
Employees
21
Volunteers
0

Preparer

Firm
Watkins Uiberall Pllc
Address
1661 AARON BRENNER DR STE 300, MEMPHIS, TN 38120
Preparer
Benjamin D Collins
Phone
9017612720
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process of audit oversight has not changed from the prior year.”

Raw XML AppendixShowing 400 of 665 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0476561
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0244959
IRS990/AccountsReceivableGrp/BOYAmt0579858
IRS990/AccountsReceivableGrp/EOYAmt0505828
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO STRENGTHEN THE TUPELO-LEE COUNTY REGION THROUGH ECONOMIC AND COMMUNITY DEVELOPMENT.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02680
IRS990/AdvertisingGrp/ProgramServicesAmt014754
IRS990/AdvertisingGrp/TotalAmt017434
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt086580
IRS990/AllOtherExpensesGrp/ProgramServicesAmt063729
IRS990/AllOtherExpensesGrp/TotalAmt0150309
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MATT MCCARTY
IRS990/BooksInCareOfDetail/PhoneNum06628424521
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0398 EAST MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0TUPELO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990/BooksInCareOfDetail/USAddress/ZIPCd038804
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt02754100
IRS990/CashNonInterestBearingGrp/EOYAmt01565173
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02375019
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt06761
IRS990/CYOtherExpensesAmt01784921
IRS990/CYOtherRevenueAmt0882143
IRS990/CYProgramServiceRevenueAmt01627427
IRS990/CYRevenuesLessExpensesAmt0193081
IRS990/CYSalariesCompEmpBnftPaidAmt02913348
IRS990/CYTotalExpensesAmt04698269
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04891350
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0297800
IRS990/DeferredRevenueGrp/EOYAmt0278041
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0516878
IRS990/DepreciationDepletionGrp/TotalAmt0516878
IRS990/Desc0THE PLANNING AND PROPERTY MANAGEMENT PROGRAM AIMS TO EMPOWER AND RAISE THE STANDARD OF PUBLIC COMMUNICATION AND PARTNERSHIP FOR REGIONAL PROGRESS. THIS PROGRAM OF WORK AND ITS ELEMENTS IS CREATED TO ADDRESS THE LEE COUNTY NEEDS WHILE BROADENING THE REGIONS DEVELOPMENT EFFORTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt05310649
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt05142230
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt021
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt03408387
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt030051
IRS990/FeesForServicesAccountingGrp/TotalAmt030051
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03812
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt09604
IRS990/FeesForServicesLegalGrp/TotalAmt013416
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt038162
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt05872
IRS990/FeesForServicesOtherGrp/TotalAmt044034
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt12106026
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1832059
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1930876
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2026599
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2125651
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2221246
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRIS BAGLEY
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID BREVARD
IRS990/Form990PartVIISectionAGrp/PersonNm2KIM CARON
IRS990/Form990PartVIISectionAGrp/PersonNm3KEVIN CHAPMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4BEV CROSSEN
IRS990/Form990PartVIISectionAGrp/PersonNm5MIKE FERRIS
IRS990/Form990PartVIISectionAGrp/PersonNm6SHIRLEY HENDRIX
IRS990/Form990PartVIISectionAGrp/PersonNm7TOMMIE LEE IVY
IRS990/Form990PartVIISectionAGrp/PersonNm8CHARLIE KINNEY
IRS990/Form990PartVIISectionAGrp/PersonNm9EMILY LAUDER
IRS990/Form990PartVIISectionAGrp/PersonNm10SAMUEL PACE
IRS990/Form990PartVIISectionAGrp/PersonNm11MIKE ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVID RUMBARGER
IRS990/Form990PartVIISectionAGrp/PersonNm13KURT SHETTLES
IRS990/Form990PartVIISectionAGrp/PersonNm14SHANE SPEES
IRS990/Form990PartVIISectionAGrp/PersonNm15AARON WASHINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm16JOSH WEST
IRS990/Form990PartVIISectionAGrp/PersonNm17TOLLIE WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm18SHANE HOMAN
IRS990/Form990PartVIISectionAGrp/PersonNm19MATT MCCARTY
IRS990/Form990PartVIISectionAGrp/PersonNm20JON MILSTEAD
IRS990/Form990PartVIISectionAGrp/PersonNm21JUDD WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm22GREG GIACHELLI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12622284
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18204344
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19178506
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20157232
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21135688
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22115330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT / CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18SENIOR V.P. OF ECON. DEV.
IRS990/Form990PartVIISectionAGrp/TitleTxt19CFO/VP OF CORPORATE SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP OF PLANNING AND PROPERTY DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt21VP OF CHAMBER OF COMMERCE
IRS990/Form990PartVIISectionAGrp/TitleTxt22VP OF EXISITNG INDUSTRY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01948
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GovernmentGrantsAmt01381514
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04891350
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt064219
IRS990/InsuranceGrp/TotalAmt064219
IRS990/IntangibleAssetsGrp/BOYAmt089092
IRS990/IntangibleAssetsGrp/EOYAmt073060
IRS990/InterestGrp/ManagementAndGeneralAmt014894
IRS990/InterestGrp/ProgramServicesAmt080029
IRS990/InterestGrp/TotalAmt094923
IRS990/InvestmentIncomeGrp/ExclusionAmt06761
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06761
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01053286
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01396965
IRS990/IRPDocumentCnt021
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06842407
IRS990/LandBldgEquipBasisNetGrp/BOYAmt017921992
IRS990/LandBldgEquipBasisNetGrp/EOYAmt018721839
IRS990/LandBldgEquipCostOrOtherBssAmt025564246
IRS990/LegalDomicileStateCd0MS
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0993505
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION'S MISSION IS TO DIVERSIFY AND STREGTHEN OUR ECONOMIC MIX THROUGH BUSINESS RETENTION, EXPANSION, AND ATTRACTION. IMPROVE OUR HUMAN CAPITAL THROUGH WORKFORCE SKILLS, AND LEADERSHIP TRAINING. IMPROVE OUR COMMUNICATIONS WITH EXISTING BUSINESSES, LOCAL, STATE AND FEDERAL GOVERNMENTS. FOSTER SMALL BUSINESS AND ENTREPRENEUR DEVELOPMENT. AND TO ENHANCE THE BUSINESS CLIMATE AND QUALITY OF LIFE THROUGH PLANNING, PUBLIC POLICY, AND STRONG PARTNERSHIPS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt05266709
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt04888487
IRS990/NetAssetsOrFundBalancesBOYAmt015803180
IRS990/NetAssetsOrFundBalancesEOYAmt015996261
IRS990/NetUnrelatedBusTxblIncmAmt049000
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010492531
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010854031
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt065322
IRS990/OccupancyGrp/ProgramServicesAmt054122
IRS990/OccupancyGrp/TotalAmt0119444
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0511554
IRS990/OtherAssetsTotalGrp/EOYAmt0505956
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt064238
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt111703
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt287633
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt311599
IRS990/OtherExpensesGrp/ProgramServicesAmt0242685
IRS990/OtherExpensesGrp/ProgramServicesAmt1145774
IRS990/OtherExpensesGrp/ProgramServicesAmt255017
IRS990/OtherExpensesGrp/ProgramServicesAmt374751
IRS990/OtherExpensesGrp/TotalAmt0306923
IRS990/OtherExpensesGrp/TotalAmt1157477
IRS990/OtherExpensesGrp/TotalAmt2142650
IRS990/OtherExpensesGrp/TotalAmt386350
IRS990/OtherLiabilitiesGrp/BOYAmt01118286
IRS990/OtherLiabilitiesGrp/EOYAmt01413811
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0882143
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0882143
IRS990/OtherRevenueTotalAmt0882143
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0112442
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02007314
IRS990/OtherSalariesAndWagesGrp/TotalAmt02119756
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06411
IRS990/PayrollTaxesGrp/ProgramServicesAmt0112076
IRS990/PayrollTaxesGrp/TotalAmt0118487
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0164588
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0510517
IRS990/PensionPlanContributionsGrp/TotalAmt0675105
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt052654
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt052738
IRS990/PrincipalOfficerNm0DAVID RUMBARGER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0ECONOMIC DEVELOPMENT
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP EVENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01176330
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1401097
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01226330
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1401097
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt050000
IRS990/ProgSrvcAccomActy2Grp/Desc0THE LEE COUNTY CHAMBER OF COMMERCE ENHANCES COMMUNITY EDUCATION AND THE BUSINESS ENVIRONMENT IN LEE COUNTY.
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ECONOMIC DEVELOPMENT/FUTURE FOCUS IS A MEANS TO BRING VIBRANT WORKFORCE AND TRAINING TO LEE COUNTY BY RECRUITMENT, RETENTION, AND WORKFORCE TRAINING OF EXISTING AND FUTURE INDUSTRIES.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02283018
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0813947
IRS990/PYOtherExpensesAmt02094209
IRS990/PYOtherRevenueAmt0182800
IRS990/PYProgramServiceRevenueAmt01925000
IRS990/PYRevenuesLessExpensesAmt0428504
IRS990/PYSalariesCompEmpBnftPaidAmt02682052
IRS990/PYTotalExpensesAmt04776261
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05204765
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0193081
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0993504
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01011098
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01061079
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01081521
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01084577
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05231779
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07606

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,821,559
Liabilities
$6,825,298
Net assets
$15,996,261
Revenue
$4,891,350
Expenses
$4,698,269
Net income
$193,081
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$30.1$8.72$21.4$8.34$7.33$1.01
2024Detailed filing. Detailed filing data is available for this year.$30.7$10.5$20.2$5.31$5.90$0.59
2023Detailed filing. Detailed filing data is available for this year.$32.3$11.5$20.8$6.23$5.32$0.90
2022Detailed filing. Detailed filing data is available for this year.$26.4$6.51$19.9$9.49$5.26$4.23
2021Detailed filing. Detailed filing data is available for this year.$22.8$6.83$16.0$4.89$4.70$0.19
2020Detailed filing. Detailed filing data is available for this year.$23.0$7.16$15.8$5.20$4.78$0.43
2019Detailed filing. Detailed filing data is available for this year.$24.6$9.24$15.4$5.42$5.19$0.23
2018Detailed filing. Detailed filing data is available for this year.$24.8$9.73$15.1$5.65$4.88$0.77
2017Detailed filing. Detailed filing data is available for this year.$25.2$10.9$14.3$4.70$4.80$0.10
2016Detailed filing. Detailed filing data is available for this year.$23.3$9.02$14.3$4.07$4.25$0.19
2015Detailed filing. Detailed filing data is available for this year.$23.7$9.20$14.5$4.02$4.29$0.27
2014Detailed filing. Detailed filing data is available for this year.$23.3$8.40$14.9$4.50$4.08$0.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.6$8.13$14.5$6.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.7$13.1$13.6$5.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.6$12.3$10.3$5.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$11.8$10.9$4.69