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CATAWBA VALLEY LEADERSHIP FOUNDATION: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CATAWBA VALLEY LEADERSHIP FOUNDATION (EIN 82-3066670)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202143199349204379
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T09:44:42-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LAWING MATTHEWS & COMPANY PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11985 TATE BLVD SE SUITE 730AddressLine1Txt
CityHICKORYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28602ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823066670EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CATAWBA VALLEY LEADERSHIP FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCATABusinessNameControlTxt
Phone9199718357PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12070 2ND ST DRIVE NWAddressLine1Txt
CityHICKORYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHAD HALLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9199718357PhoneNum
Signature2021-04-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHADPersonFirstNm
Person LastHALLPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAMELA J MATTHEWSPreparerPersonNm
PTINP00647901PTIN
Phone8282675958PhoneNum
Preparation2021-11-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website Addresswww.catawbaleadership.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$86,215GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$80,950ContributionsGiftsGrantsEtcAmt
Program Service Revenue$5,265ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$0InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$25,016SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$25,016SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Total Revenue$61,199TotalRevenueAmt
Salaries Other Comp Empl Bnft$107,883SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$1,350FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$2,460OccupancyRentUtltsAndMaintAmt
Other Expenses Total$9,203OtherExpensesTotalAmt
Total Expenses$120,896TotalExpensesAmt
Excess Or Deficit For Year-$59,697ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$59,258NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$439NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$60,816BOYAmt
EOY$14,850EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$60,816BOYAmt
EOY$14,850EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,558BOYAmt
EOY$15,289EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$59,258BOYAmt
EOY-$439EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTO MAKE LIFE BETTER FOR EVERY PERSON LIVING IN THE CATAWBA VALLEY BY DEVELOPING, SUPPORTING, AND CULTIVATING STRONG LEADERSHIP THROUGHOUT OUR COMMUNITYPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
NON-PROFIT LEADERSHIP DEVELOPMENT-PROVIDE EXECUTIVE COACHINGAND ORGANIZATIONAL DEVELOPMENT SERVICES TO AREA NON-PROFITSIN ORDER TO ENHANCE THE OVERALL EFFECTIVENESS OF THOSE ORGANIZATIONS$0$31,497
STRONG STUDENT LEADERSHIP-PARTNERSHIP WITH AREA HIGH SCHOOLS, INVESTING IN THELIVES OF HIGH SCHOOL JUNIORS AND SENIORS TO HELP THEM CLARIFY THEIR IDENTITY, DISCOVERTHEIR STRENGHTS AND SET THEMSELVES UP FOR FURTURE SUCCESS AS THEY PREPARE FOR LIFE BEYOND HIGH SCHOOL$0$55,771
ANNUAL LEADERSHIP CONFERENCE-HOST AN ANNUAL LEADERSHIP CONFERENCE INORDER TO INCREASE AWARENESS OF THE NEED FOR STRONG LEADERSHIP IN OURCOMMUNITY AND TO STRENGHTEN THE LEADERSHIP IMPACT OF ATTENDEES$0$17,579
FieldValueIRS element (for citing)
Total Program Service Expenses$104,847TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHAD HALL
PRESIDENT/DIRECTOR15.00$16,667$0$0
T BRUCE SCHRONCE
CHIEF STRATEGIST/DIRECTOR10.00$12,000$0$0
CECIL MYERS
DIRECTOR OF OPERATION & FINANCE/DIRECTOR15.00$20,833$0$0
ETHAN M SCHRONCE
VP GROWTH & DEVELOPMENT/DIRECTOR30.00$65,500$0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonHOLLY HALLPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12070 2ND STREET DRIVE NWAddressLine1Txt
CityHICKORYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP286011204ZIPCd
FieldValueIRS element (for citing)
Phone9198171356PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind
Other Support Sum$0OtherSupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$5,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$124,500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$133,583CurrentTaxYearMinus1YearAmt
Current Tax Year$86,215CurrentTaxYearAmt
Total$349,298TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$5,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$124,500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$133,583CurrentTaxYearMinus1YearAmt
Current Tax Year$86,215CurrentTaxYearAmt
Total$349,298TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$349,298PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$349,298TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind
Public Support CY1700PublicSupportCY170Pct
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 11bReturn is reviewed by all of the board members at an annual meeting.
Pt VI, Line 2Bruce Scronce and Ethan Scronce are father and son.
Form 990EZ, Part I, Line 16ADVERTISING & MARKETING 1125.
Form 990EZ, Part I, Line 16BANK CHARGES & FEES 125.
Form 990EZ, Part I, Line 16CONFERENCE EXPENSE 2286.
Form 990EZ, Part I, Line 16DUES 1200.
Form 990EZ, Part I, Line 16INSURANCE 2058.
Form 990EZ, Part I, Line 16MEALS & ENTERTAINMENT 218.
Form 990EZ, Part I, Line 16OFFICE SUPPLIES & SOFTWARE 1204.
Form 990EZ, Part I, Line 16SUBSCRIPTIONS 785.
Form 990EZ, Part I, Line 16TAXES & LICENSES 202.
Form 990EZ, Part II, Line 26PAYROLL TAXES PAYABLE 1558. 1689.
Form 990EZ, Part II, Line 26PAYROLL PROTECTION PROGRAM LOAN 13600.

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