Civic Intelligence

Carolina Meadows Foundation Inc.

990EZ • Fiscal year 2018 • EIN 82-5385916

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 15, 2019

100 Carolina MeadowsChapel Hill, NC 27517

(919) 942-4014

Siviq Scores

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

Liabilities / Assets

100th percentile

11976.00x

Higher debt load relative to assets than 100% of similar nonprofits.

2018 filings • NTEE P • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2018 filings • NTEE P • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Assets

$0

No earlier filing loaded for comparison.

Net Assets

-$11,976

No earlier filing loaded for comparison.

Liabilities

$11,976

No earlier filing loaded for comparison.

Revenue

$0

No earlier filing loaded for comparison.

Expenses

$11,976

No earlier filing loaded for comparison.

Net Income

-$11,976

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2018: $0Liabilities 2018: $11,976Net Assets 2018: -$11,9762018Assets 2019: $123,031Liabilities 2019: $20,627Net Assets 2019: $102,4042019Assets 2020: $227,909Liabilities 2020: $142,828Net Assets 2020: $85,0812020Assets 2021: $809,278Liabilities 2021: $78,596Net Assets 2021: $730,6822021Assets 2022: $1,509,959Liabilities 2022: $70,787Net Assets 2022: $1,439,1722022Assets 2023: $2,326,764Liabilities 2023: $83,432Net Assets 2023: $2,243,3322023Assets 2024: $2,892,448Liabilities 2024: $8,320Net Assets 2024: $2,884,1282024

Highlighted filing

2018

Assets$0
Liabilities$11,976
Net Assets-$11,976

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2018: $0Expenses 2018: $11,976Net Income 2018: -$11,9762018Revenue 2019: $562,081Expenses 2019: $452,706Net Income 2019: $109,3752019Revenue 2020: $586,054Expenses 2020: $610,885Net Income 2020: -$24,8312020Revenue 2021: $1,188,658Expenses 2021: $622,429Net Income 2021: $566,2292021Revenue 2022: $1,537,855Expenses 2022: $747,792Net Income 2022: $790,0632022Revenue 2023: $1,328,689Expenses 2023: $630,236Net Income 2023: $698,4532023Revenue 2024: $1,204,111Expenses 2024: $553,660Net Income 2024: $650,4512024

Highlighted filing

2018

Revenue$0
Expenses$11,976
Net Income-$11,976
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 15, 2019
Return Version
2018v3.1
Gross Receipts
$0
Mission and Program Overview

Mission

To support carolina meadows, inc. Through solicitation of funds and management of such funds or property to support the programs and services of carolina meadows.

Program Services

DescriptionGrantsExpenses
PRIMARILY TO SOLICIT, ACCEPT AND ACQUIRE BY GIFT, DEVISE, BEQUEST OR OTHERWISE, DONATIONS OF MONEY AND PROPERTY FOR THE SUPPORT AND MAINTENANCE OF CAROLINA MEADOWS, INC. AND TO HOLD MANAGE, ADMINISTER, USE AND INVEST SUCH MONEY OR PROPERTY.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JB CULPEPPERDirector-$0--
BOB ANDERSONDirector-$0--
JULIE MCCLINTOCKDirector-$0--
PAT MANDELLChair-$0--
BILL LEHRBURGERVice Chair-$0--
PICKETT GUTHRIESecretary-$0--
PETER BAERTreasurer-$0--
KEVIN MCLEODEx-OfficioPT$0--
Filing and Contact Details

Filer

Filer Name
Carolina Meadows Foundation Inc
EIN
82-5385916
Phone
9199424014
Address
100 CAROLINA MEADOWS, CHAPEL HILL, NC 27517

Signing Officer

Name
Kevin Mcleod
Title
President and CEO
Phone
9199424014
Signed
2019-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
John Norman
Phone
7049985200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: supplies - office. Amount: 19.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: due to carolina meadows. Beg. Of year amount: 0. End of year amount: 11,976.

Raw XML Appendix177 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/PhoneNum09199424014
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHAPEL HILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027517
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JB CULPEPPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BOB ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE MCCLINTOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAT MANDELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BILL LEHRBURGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PICKETT GUTHRIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PETER BAER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KEVIN MCLEOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EX-OFFICIO
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt019
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT CAROLINA MEADOWS, INC. THROUGH SOLICITATION OF FUNDS AND MANAGEMENT OF SUCH FUNDS OR PROPERTY TO SUPPORT THE PROGRAMS AND SERVICES OF CAROLINA MEADOWS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt04385
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt011976
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CAROLINAMEADOWS.ORG
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0561380014
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SUPPLIES - OFFICE. AMOUNT: 19.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUE TO CAROLINA MEADOWS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 11,976.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN MCLEOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT AND CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09199424014
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAROLINA MEADOWS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0825385916
ReturnHeader/Filer/PhoneNum09199424014
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 CAROLINA MEADOWS
ReturnHeader/Filer/USAddress/CityNm0CHAPEL HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027517
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0ADD9B0FA008286EFA839A4825521FFB3520D5A5C
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02019-08-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm007:54:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 WEST TRADE STREET SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028202
ReturnHeader/PreparerPersonGrp/PhoneNum07049985200
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN NORMAN
ReturnHeader/ReturnTs02019-08-27T12:57:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings