Civic Intelligence

Cleveland County Edp Association

EIN 87-4079346 • 501(c)6 • Shelby, NC

Profile

To provide resources to the business communities with the purposes of attracting, retaining and expanding employment opportunities for county residents.

PO Box 1210Shelby, NC 28151

n/A

Siviq Scores

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

Liabilities / Assets

90th percentile

0.66x

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

NTEE S • <$500k nonprofits • Source year 2025

Liabilities / Revenue

87th percentile

0.25x

Higher debt load relative to revenue than 87% of similar nonprofits.

NTEE S • <$500k nonprofits • Source year 2025

Net Margin

34th percentile

-1.4%

Higher net margin than 34% of similar nonprofits.

NTEE S • <$500k nonprofits • Source year 2025

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

NTEE S01 • <$500k nonprofits • Source year 2025

Asset Growth

74th percentile

22%

Faster asset growth than 74% of similar nonprofits.

NTEE S • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

50th percentile

0.0%

Faster revenue growth than 50% of similar nonprofits.

NTEE S • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$27,416

Up $4,994 (+22%) from 2024

Liabilities

Up

$18,000

Up $6,000 (+50%) from 2024

Net Assets

Down

$9,416

Down $1,006 (-9.7%) from 2024

Operations
Liabilities / Revenue87th percentileNet Margin34th percentile

Revenue

Flat

$72,000

Flat from 2024

Expenses

Down

$73,006

Down $66 (-0.1%) from 2024

Net Income

Up

-$1,006

Up $66 (+6.2%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$30K$20K$10K$0Assets 2023: $11,494Net Assets 2023: $11,4942023Assets 2024: $22,422Liabilities 2024: $12,000Net Assets 2024: $10,4222024Assets 2025: $27,416Liabilities 2025: $18,000Net Assets 2025: $9,4162025

Highlighted filing

2025

Assets$27,416
Liabilities$18,000
Net Assets$9,416
Open 2025 Filing

Operations Trend

Revenue Growth50th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2023: $72,004Expenses 2023: $72,506Net Income 2023: -$5022023Revenue 2024: $72,000Expenses 2024: $73,072Net Income 2024: -$1,0722024Revenue 2025: $72,000Expenses 2025: $73,006Net Income 2025: -$1,0062025

Highlighted filing

2025

Revenue$72,000
Expenses$73,006
Net Income-$1,006
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,416
Liabilities
$18,000
Net assets
$9,416
Revenue
$72,000
Expenses
$73,006
Net income
-$1,006
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$27.4$18.0$9.42$72.0$73.0$1.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.4$12.0$10.4$72.0$73.1$1.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.5$11.5$72.0$72.5$0.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.0
Gross Receipts
$72,000
Mission and Program Overview

Mission

To provide resources to the business communities with the purposes of attracting, retaining and expanding employment opportunities for county residents.

Program Services

DescriptionGrantsExpenses
RECEIVE PRIVATE GRANTS--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KERRI MELTONPresident-$0--
RICK HOWELLVP Treasurer-$0--
LUCAS JACKSONVP Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Cleveland County Edp Association
EIN
87-4079346
Phone
7046694701
Address
PO BOX 1210, SHELBY, NC 28151

Signing Officer

Name
Rick Howell
Title
VP Treasurer
Phone
7046694701
Signed
2025-11-10

Preparer

Firm
Gragg & Gragg Llp
Address
9 E MARION ST, SHELBY, NC 28150-4301
Preparer
D Shane Smith CPA
Phone
7044822001
Supplemental Narrative

Additional Explanations

Form 990-ez, Part II, Line 24

“Misc receivable 0 926 total 0 926”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 12,000 18,000”

Form 990-ez, Part III

“To provide resources to the business communities with the purposes of attracting, retaining and expanding employment opportunities for county residents.”

Raw XML Appendix94 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KERRI MELTON
IRS990EZ/BooksInCareOfDetail/PhoneNum07046694701
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0137 S POST RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHELBY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0281526224
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022422
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026490
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt072000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1006
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt073006
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022422
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027416
IRS990EZ/GrossReceiptsAmt072000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010422
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09416
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010422
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09416
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KERRI MELTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICK HOWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LUCAS JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0926
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE RESOURCES TO THE BUSINESS COMMUNITIES WITH THE PURPOSES OF ATTRACTING, RETAINING AND EXPANDING EMPLOYMENT OPPORTUNITIES FOR COUNTY RESIDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RECEIVE PRIVATE GRANTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt018000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073006
IRS990EZ/TotalRevenueAmt072000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC RECEIVABLE 0 926 TOTAL 0 926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 12,000 18,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE RESOURCES TO THE BUSINESS COMMUNITIES WITH THE PURPOSES OF ATTRACTING, RETAINING AND EXPANDING EMPLOYMENT OPPORTUNITIES FOR COUNTY RESIDENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK HOWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07046694701
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLEVELAND COUNTY EDP ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0CLEV
ReturnHeader/Filer/EIN0874079346
ReturnHeader/Filer/PhoneNum07046694701
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1210
ReturnHeader/Filer/USAddress/CityNm0SHELBY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028151
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562158195
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAGG & GRAGG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09 E MARION ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELBY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0281504301
ReturnHeader/PreparerPersonGrp/PhoneNum07044822001
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D SHANE SMITH CPA
ReturnHeader/ReturnTs02025-11-13T14:43:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.