Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Carolina-Virginia Business
EIN 76-0771679 • 501(c)6 • Raleigh, NC
Profile
A non-profit corporation created to unite those engaged in the sale of business opportunities in north carolina, south carolina and virginia for the following purposes: maximize and enhance public awareness of the business transition profession and association members. Promote the professional development of members through educational opportunities and networking. Support an efficient market for the transfer of business ownership. Develop and encourage a code of ethics among its members to set high standards of conduct and professionalism.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
70th percentile
Higher net margin than 70% of similar nonprofits.
Top Officer Pay
83rd percentile
Higher top officer pay than 83% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
80th percentile
Faster asset growth than 80% of similar nonprofits.
Revenue Growth
74th percentile
Faster revenue growth than 74% of similar nonprofits.
Balance Sheet
Assets
Up$128,995
Up $29,404 (+30%) from 2023
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Up$128,995
Up $29,404 (+30%) from 2023
Revenue
Up$161,317
Up $30,158 (+23%) from 2023
Expenses
Up$131,912
Up $16,038 (+14%) from 2023
Net Income
Up$29,405
Up $14,120 (+92%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $128,995
- Liabilities
- -
- Net assets
- $128,995
- Revenue
- $161,317
- Expenses
- $131,912
- Net income
- $29,405
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2024Detailed filing. Detailed filing data is available for this year. | $1.29 | $1.29 | $1.61 | $1.32 | $0.29 | |
| 2023Detailed filing. Detailed filing data is available for this year. | $1.00 | $1.00 | $1.31 | $1.16 | $0.15 | |
| 2022Detailed filing. Detailed filing data is available for this year. | $0.84 | $0.84 | $0.99 | $0.90 | $0.09 | |
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Mar 24, 2025
- Return Version
- 2024v5.0
- Gross Receipts
- $161,317
Mission and Program Overview
Mission
A non-profit corporation created to unite those engaged in the sale of business opportunities in north carolina, south carolina and virginia for the following purposes: maximize and enhance public awareness of the business transition profession and association members. Promote the professional development of members through educational opportunities and networking. Support an efficient market for the transfer of business ownership. Develop and encourage a code of ethics among its members to set high standards of conduct and professionalism.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO UNITE THOSE ENGAGED IN THE SALE OF BUSINESS OPPORTUNITIES IN NORTH CAROLINA, SOUTH CAROLINA AND VIRGINIA | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| VAN DAUGHTRY | President | - | $0 | - | - |
| AJ RAMSEY | Vice Preside | - | $0 | - | - |
| JOE MOORMAN | Treasurer | - | $0 | - | - |
| BEN SHAW | Secretary | - | $0 | - | - |
| RICK CHESS | Past Preside | - | $0 | - | - |
| JOE DIGGS | Director | - | $0 | - | - |
| ROBERT FISHER | Director | - | $0 | - | - |
| MIKE KEEN | Director | - | $0 | - | - |
| MIKE METZGER | Director | - | $0 | - | - |
| HEATHER VALERI | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Carolina-virginia Business
- EIN
- 76-0771679
- Phone
- 6465737014
- Address
- 10911 RAVEN RIDGE ROAD STE 103-80, RALEIGH, NC 27614
Signing Officer
- Name
- Joe Moorman
- Title
- Treasurer
- Phone
- 6465737014
- Signed
- 2025-03-24
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Accounting Management Solutions LLC
- Address
- 201 POMONA DR SUITE H, GREENSBORO, NC 27407
- Preparer
- Travis Idol
- Phone
- 3369077133
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses bank fees 3,094 office supplies 245 pei services 1,800 website 4,299 ibba dues 19,290 board meeting expense 2,412 conference meeting expense 63,697 networking events 34,101 insurance expense 1,328 total 130,266”
Form 990-ez, Part III
“A non-profit corporation created to unite those engaged in the sale of business opportunities in north carolina, south carolina and virginia for the following purposes: maximize and enhance public awareness of the business transition profession and association members. Promote the professional development of members through educational opportunities and networking. Support an efficient market for the transfer of business ownership. Develop and encourage a code of ethics among its members to set high standards of conduct and professionalism.”
Raw XML Appendix130 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.
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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JOE MOORMAN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6465737014 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 10911 RAVEN RIDGE ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt | 0 | SUITE 103-80 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | RALEIGH |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 27614 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 99590 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 128995 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 140940 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 29405 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1473 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 99590 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 128995 |
| IRS990EZ/GrossReceiptsAmt | 0 | 161317 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 99590 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 128995 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 99590 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 128995 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | VAN DAUGHTRY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | AJ RAMSEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JOE MOORMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | BEN SHAW |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | RICK CHESS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JOE DIGGS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | ROBERT FISHER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | MIKE KEEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | MIKE METZGER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | HEATHER VALERI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 130266 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | A NON-PROFIT CORPORATION CREATED TO UNITE THOSE ENGAGED IN THE SALE OF BUSINESS OPPORTUNITIES IN NORTH CAROLINA, SOUTH CAROLINA AND VIRGINIA FOR THE FOLLOWING PURPOSES: MAXIMIZE AND ENHANCE PUBLIC AWARENESS OF THE BUSINESS TRANSITION PROFESSION AND ASSOCIATION MEMBERS. PROMOTE THE PROFESSIONAL DEVELOPMENT OF MEMBERS THROUGH EDUCATIONAL OPPORTUNITIES AND NETWORKING. SUPPORT AN EFFICIENT MARKET FOR THE TRANSFER OF BUSINESS OWNERSHIP. DEVELOP AND ENCOURAGE A CODE OF ETHICS AMONG ITS MEMBERS TO SET HIGH STANDARDS OF CONDUCT AND PROFESSIONALISM. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 173 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 20377 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO UNITE THOSE ENGAGED IN THE SALE OF BUSINESS OPPORTUNITIES IN NORTH CAROLINA, SOUTH CAROLINA AND VIRGINIA |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 131912 |
| IRS990EZ/TotalRevenueAmt | 0 | 161317 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | HTTPS://WWW.CVBBA.COM/ |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES BANK FEES 3,094 OFFICE SUPPLIES 245 PEI SERVICES 1,800 WEBSITE 4,299 IBBA DUES 19,290 BOARD MEETING EXPENSE 2,412 CONFERENCE MEETING EXPENSE 63,697 NETWORKING EVENTS 34,101 INSURANCE EXPENSE 1,328 TOTAL 130,266 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | A NON-PROFIT CORPORATION CREATED TO UNITE THOSE ENGAGED IN THE SALE OF BUSINESS OPPORTUNITIES IN NORTH CAROLINA, SOUTH CAROLINA AND VIRGINIA FOR THE FOLLOWING PURPOSES: MAXIMIZE AND ENHANCE PUBLIC AWARENESS OF THE BUSINESS TRANSITION PROFESSION AND ASSOCIATION MEMBERS. PROMOTE THE PROFESSIONAL DEVELOPMENT OF MEMBERS THROUGH EDUCATIONAL OPPORTUNITIES AND NETWORKING. SUPPORT AN EFFICIENT MARKET FOR THE TRANSFER OF BUSINESS OWNERSHIP. DEVELOP AND ENCOURAGE A CODE OF ETHICS AMONG ITS MEMBERS TO SET HIGH STANDARDS OF CONDUCT AND PROFESSIONALISM. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOE MOORMAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6465737014 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-03-24 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CAROLINA-VIRGINIA BUSINESS |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | BROKERS ASSOC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CARO |
| ReturnHeader/Filer/EIN | 0 | 760771679 |
| ReturnHeader/Filer/PhoneNum | 0 | 6465737014 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 10911 RAVEN RIDGE ROAD STE 103-80 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | RALEIGH |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 27614 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 203002903 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ACCOUNTING MANAGEMENT SOLUTIONS LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 201 POMONA DR SUITE H |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | GREENSBORO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 27407 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3369077133 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-03-21 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | TRAVIS IDOL |
| ReturnHeader/ReturnTs | 0 | 2025-03-23T11:28:56-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
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