Civic Intelligence

Preserve Mecklenburg Inc

EIN 83-4339674 • 501(c)3 • Charlotte, NC

Profile

Preserve mecklenburg is a real estate active preservation group that works to save local, historical sites by securing, marketing and selling the fee simple and any lesser included interest in qualifying properties.

PO Box 12119Charlotte, NC 28220

www.preservemeck.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-57%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$180,379

Up $22,473 (+14%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$180,379

Up $22,473 (+14%) from 2020

Operations
Liabilities / Revenue35th percentileNet Margin81st percentile

Revenue

Down

$73,826

Down $98,312 (-57%) from 2020

Expenses

Up

$51,353

Up $24,622 (+92%) from 2020

Net Income

Down

$22,473

Down $122,934 (-85%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$200K$150K$100K$50K$0Assets 2020: $157,906Liabilities 2020: $0Net Assets 2020: $157,9062020Assets 2021: $180,379Liabilities 2021: $0Net Assets 2021: $180,3792021

Highlighted filing

2021

Assets$180,379
Liabilities$0
Net Assets$180,379
Open 2021 Filing

Operations Trend

Revenue Growth5th percentile

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

$200K$150K$100K$50K$0Revenue 2020: $172,138Expenses 2020: $26,731Net Income 2020: $145,4072020Revenue 2021: $73,826Expenses 2021: $51,353Net Income 2021: $22,4732021

Highlighted filing

2021

Revenue$73,826
Expenses$51,353
Net Income$22,473
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$180,379
Liabilities
$0
Net assets
$180,379
Revenue
$73,826
Expenses
$51,353
Net income
$22,473
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.74$0.51$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$1.72$0.27$1.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.1
Gross Receipts
$872,963
Mission and Program Overview

Mission

Preserve mecklenburg is a real estate active preservation group that works to save local, historical sites by securing, marketing and selling the fee simple and any lesser included interest in qualifying properties.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$157,863$180,379▲ $22,516
Rtn Earn Endowment Incm Other Fnds$157,906$180,379▲ $22,473
Prepaid Expenses and Deferred Charges$43--
Total Assets$157,906$180,379▲ $22,473
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$157,906$180,379▲ $22,473
Total Liabilities and Net Assets / Fund Balance$157,906$180,379▲ $22,473
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Tommy LeeExecutive Committee Chair
Pamela CliffordFundraising Chair
Victor JonesProjects Committee Chair
Mike SullivanVice Chair
Boyce ThiesBoard Member
Brian JenestBoard Member
Byl CameronBoard Member
Chris HemansBoard Member
Emma LittlejohnBoard Member
G Miller JordanBoard Member
J Frank Bragg JrBoard Member
Laura HooverBoard Member
Louis AsburyBoard Member
Matthew RidenhourBoard Member
Nancy AlbertBoard Member
Patrick ParenteBoard Member
Peter WasmerBoard Member
Susan MayerBoard Member
Stefan PienknyExec. Committee Treasurer
Eric GambleSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$62,963
Program Service Revenue
$0
Investment Income
$10,863
Other Revenue
$0
All Other Contributions
$62,963
Change in Net Assets
$22,473
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$51,353
Total Fundraising Expense$102
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$40,700$0$0$40,700
All Other Expenses$6,825$0$0$6,825
Insurance$0$919$0$919
Fees for Services Legal$450$0$0$450
Other Expenses$0$0$102$102
Total Functional Expenses$50,075$1,176$102$51,353
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Filing and Contact Details

Filer

Filer Name
Preserve Mecklenburg Inc
EIN
83-4339674
Phone
7043663255
Address
PO BOX 12119, CHARLOTTE, NC 28220

Signing Officer

Name
Stefan Pienkny
Title
Treasurer
Phone
7043663255
Signed
2022-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stefan Pienkny
Formed
2019
Legal Domicile
Nc
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
38

Preparer

Firm
Bragg Financial Advisors Inc
Address
1031 S CALDWELL ST STE 200, CHARLOTTE, NC 28203
Preparer
Dawn M Cannon CPA
Phone
7043770261
Supplemental Narrative

Additional Explanations

Pt VI, Line 18

“Governing documents, conflict of interest policy and financial statements are available upon request.”

Pt VI, Line 12C

“Discussed at monthly meetings when necessary”

Pt VI, Line 15B

“Current subcontractor only paid up to a certain number of hours each month. The board has approved the rate of pay.”

Other

“Part IX, line 11g: Subcontractor expense”

Pt VI, Line 11B

“The board approves the Form 990 at board meeting or through email to all board members for approval.”

Pt VI, Line 15A

“The board approve all compensation at board meetings”

Form 990, Part IX, Line 11G

“Consulting fees 7700. 7700.”

Form 990, Part IX, Line 11G

“Subcontractor 33000. 33000.”

Form 990, Part IX, Line 24E

“Property expenses 2693. 2693. 0. 0.”

Form 990, Part IX, Line 24E

“ARTWORK 635. 635. 0. 0.”

Form 990, Part IX, Line 24E

“Survey work 2742. 2742. 0. 0.”

Form 990, Part IX, Line 24E

“LICENSES 609. 609. 0. 0.”

Form 990, Part IX, Line 24E

“Miscellaneous 146. 146. 0. 0.”

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IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1PHOTOGRAPHY
IRS990/OtherExpensesGrp/Desc2ENVIRONMENTAL STUDY
IRS990/OtherExpensesGrp/Desc3SOLICITATION LICENSE
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt3102
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0257
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt1150
IRS990/OtherExpensesGrp/ProgramServicesAmt21950
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt0257
IRS990/OtherExpensesGrp/TotalAmt1150
IRS990/OtherExpensesGrp/TotalAmt21950
IRS990/OtherExpensesGrp/TotalAmt3102
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt043
IRS990/PrincipalOfficerNm0STEFAN PIENKNY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0140412
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt021726
IRS990/PYOtherExpensesAmt026731
IRS990/PYOtherRevenueAmt010000
IRS990/PYRevenuesLessExpensesAmt0145407
IRS990/PYTotalExpensesAmt026731
IRS990/PYTotalRevenueAmt0172138
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt022473
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt010863
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0157906
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0180379
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt01300
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt03125
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt010150
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt014575
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: OPTION TO PURCHASE INCOME 2020: 10000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062963
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0140412
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0217575
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/OtherIncome509Grp/TotalAmt010000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt0203000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt01300
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt03125
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt010150
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt014575
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062963
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0140412
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014200
IRS990ScheduleA/Total509Grp/TotalAmt0217575
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0227575
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Governing documents, conflict of interest policy and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Discussed at monthly meetings when necessary
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Current subcontractor only paid up to a certain number of hours each month. The board has approved the rate of pay.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Part IX, line 11g: Subcontractor expense
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The board approves the Form 990 at board meeting or through email to all board members for approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The board approve all compensation at board meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONSULTING FEES 7700. 7700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SUBCONTRACTOR 33000. 33000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PROPERTY EXPENSES 2693. 2693. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ARTWORK 635. 635. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SURVEY WORK 2742. 2742. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11LICENSES 609. 609. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MISCELLANEOUS 146. 146. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0157906

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