Civic Intelligence

Contingency Planning Association of the Carolinas Inc.

990EZ • Fiscal year 2020 • EIN 65-1278259

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 21, 2021

PO Box 34387Charlotte, NC 28234

(252) 714-3317

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

55th percentile

17%

Higher net margin than 55% of similar nonprofits.

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

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

57th percentile

6.4%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

85th percentile

28%

Faster revenue growth than 85% of similar nonprofits.

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

Assets

Up

$12,995

Up $786 (+6.4%) from 2019

Net Assets

Up

$12,995

Up $786 (+6.4%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$4,496

Up $983 (+28%) from 2019

Expenses

Down

$3,710

Down $1,965 (-35%) from 2019

Net Income

Up

$786

Up $2,948 (+136%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $22,598Liabilities 2011: $02011Assets 2012: $26,306Liabilities 2012: $02012Assets 2013: $40,706Liabilities 2013: $02013Assets 2014: $34,024Liabilities 2014: $02014Assets 2015: $39,743Liabilities 2015: $02015Assets 2016: $27,230Liabilities 2016: $0Net Assets 2016: $27,2302016Assets 2017: $19,511Liabilities 2017: $02017Assets 2018: $14,371Liabilities 2018: $0Net Assets 2018: $14,3712018Assets 2019: $12,209Net Assets 2019: $12,2092019Assets 2020: $12,995Net Assets 2020: $12,9952020Assets 2021: $10,757Net Assets 2021: $10,7572021Assets 2022: $7,538Net Assets 2022: $7,5382022

Highlighted filing

2020

Assets$12,995
Liabilities-
Net Assets$12,995

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $28,037Expenses 2011: $26,482Net Income 2011: $1,5552011Revenue 2012: $9,795Expenses 2012: $6,087Net Income 2012: $3,7082012Revenue 2013: $40,401Expenses 2013: $26,001Net Income 2013: $14,4002013Revenue 2014: $11,304Expenses 2014: $17,986Net Income 2014: -$6,6822014Revenue 2015: $10,504Expenses 2015: $4,785Net Income 2015: $5,7192015Revenue 2016: $18,369Expenses 2016: $30,882Net Income 2016: -$12,5132016Revenue 2017: $31,201Expenses 2017: $38,920Net Income 2017: -$7,7192017Revenue 2018: $18,765Expenses 2018: $23,905Net Income 2018: -$5,1402018Revenue 2019: $3,513Expenses 2019: $5,675Net Income 2019: -$2,1622019Revenue 2020: $4,496Expenses 2020: $3,710Net Income 2020: $7862020Revenue 2021: $711Expenses 2021: $2,949Net Income 2021: -$2,2382021Revenue 2022: $1,572Expenses 2022: $4,792Net Income 2022: -$3,2202022

Highlighted filing

2020

Revenue$4,496
Expenses$3,710
Net Income$786
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 21, 2021
Return Version
2020v4.0
Gross Receipts
$4,496
Mission and Program Overview

Mission

Share information about contingency planning and business continuity. Business continuity contingency planning involves preparing for resumption of business in the event of a disaster, and planning those actions to reduce the impact and risk associated with a natural or man-made disaster.

Program Services

DescriptionGrantsExpenses
PROVIDE A FORUM FOR THE INTERCHANGE OF IDEAS, TOPICS, AND INFORMATION IN THE FIELD OF BUSINESS CONTINUITY, CONTINGENCY PLANNING, AND DISASTER RECOVERY.-$554
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS SERVIAChairperson-$0--
TERESA BUTNERVice Chairpe-$0--
MICHELLE HERRIETreasurer-$0--
G TERRELL GRAHAMMembership D-$0--
DIANNE CHASEPublic Rel.-$0--
DANIELLE FRITZLERBoard Adviso-$0--
Filing and Contact Details

Filer

Filer Name
Contingency Planning Association
EIN
65-1278259
Phone
2527143317
Address
PO BOX 34387, CHARLOTTE, NC 28234

Signing Officer

Name
Michelle Herrie
Title
Treasurer
Phone
4125121798
Signed
2021-10-21

Preparer

Firm
J Ronald Martin Pa
Address
1850 E 3RD ST STE 305, CHARLOTTE, NC 28204-3234
Preparer
Michael Wilson
Phone
7043756405
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Refund of symposium deposit 2,962 total 2,962

Form 990-ez, Part I, Line 16

Expenses symposium expense 554 credit card fees - sympos 46 website 650 miscellaneous 689 postage 106 office supplies 540 total 2,585

Form 990-ez, Part II, Line 24

Equipment 11,655 11,655 less accumulated depreciation 11,655 11,655 total 0 0

Form 990-ez, Part III

Share information about contingency planning and business continuity. Business continuity contingency planning involves preparing for resumption of business in the event of a disaster, and planning those actions to reduce the impact and risk associated with a natural or man-made disaster.

Raw XML Appendix171 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0CHRIS SERVIA
CompensationExplanation/CompensationExplanationGrp/PersonNm1TERESA BUTNER
CompensationExplanation/CompensationExplanationGrp/PersonNm2MICHELLE HERRIE
CompensationExplanation/CompensationExplanationGrp/PersonNm3G TERRELL GRAHAM
CompensationExplanation/CompensationExplanationGrp/PersonNm4DIANNE CHASE
CompensationExplanation/CompensationExplanationGrp/PersonNm5DANIELLE FRITZLER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LORRAINE PIEPHOFF
IRS990EZ/BooksInCareOfDetail/PhoneNum07044516205
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 34387
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028234
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012209
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012995
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IRS990EZ/ContributionsGiftsGrantsEtcAmt01532
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0786
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01125
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt012209
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IRS990EZ/GrossReceiptsAmt04496
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012209
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012995
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRIS SERVIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERESA BUTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELLE HERRIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3G TERRELL GRAHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DIANNE CHASE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DANIELLE FRITZLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBERSHIP D
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PUBLIC REL.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD ADVISO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02585
IRS990EZ/OtherRevenueTotalAmt02962
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SHARE INFORMATION ABOUT CONTINGENCY PLANNING AND BUSINESS CONTINUITY. BUSINESS CONTINUITY CONTINGENCY PLANNING INVOLVES PREPARING FOR RESUMPTION OF BUSINESS IN THE EVENT OF A DISASTER, AND PLANNING THOSE ACTIONS TO REDUCE THE IMPACT AND RISK ASSOCIATED WITH A NATURAL OR MAN-MADE DISASTER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE A FORUM FOR THE INTERCHANGE OF IDEAS, TOPICS, AND INFORMATION IN THE FIELD OF BUSINESS CONTINUITY, CONTINGENCY PLANNING, AND DISASTER RECOVERY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0554
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03710
IRS990EZ/TotalProgramServiceExpensesAmt0554
IRS990EZ/TotalRevenueAmt04496
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CPACCAROLINAS.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0REFUND OF SYMPOSIUM DEPOSIT 2,962
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01532
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012145
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09588
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt030633
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt014900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt019050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08775
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt042725
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt024
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02962
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02962
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96090
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt073358
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01532
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03508
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt018760
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt031195
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt018363
IRS990ScheduleA/Total509Grp/TotalAmt073358
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04496
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03513
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt018765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt031201
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt018369
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt076344
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REFUND OF SYMPOSIUM DEPOSIT 2,962 TOTAL 2,962
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SYMPOSIUM EXPENSE 554 CREDIT CARD FEES - SYMPOS 46 WEBSITE 650 MISCELLANEOUS 689 POSTAGE 106 OFFICE SUPPLIES 540 TOTAL 2,585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT 11,655 11,655 LESS ACCUMULATED DEPRECIATION 11,655 11,655 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SHARE INFORMATION ABOUT CONTINGENCY PLANNING AND BUSINESS CONTINUITY. BUSINESS CONTINUITY CONTINGENCY PLANNING INVOLVES PREPARING FOR RESUMPTION OF BUSINESS IN THE EVENT OF A DISASTER, AND PLANNING THOSE ACTIONS TO REDUCE THE IMPACT AND RISK ASSOCIATED WITH A NATURAL OR MAN-MADE DISASTER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE HERRIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04125121798
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONTINGENCY PLANNING ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF THE CAROLINAS INC
ReturnHeader/Filer/BusinessNameControlTxt0CONT
ReturnHeader/Filer/EIN0651278259
ReturnHeader/Filer/PhoneNum02527143317
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 34387
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028234
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203963763
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J RONALD MARTIN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01850 E 3RD ST STE 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282043234
ReturnHeader/PreparerPersonGrp/PhoneNum07043756405
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL WILSON
ReturnHeader/ReturnTs02021-11-08T11:40:35-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHELLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HERRIE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings