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CATAWBA VALLEY LEADERSHIP FOUNDATION: Form 990EZ, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CATAWBA VALLEY LEADERSHIP FOUNDATION (EIN 82-3066670)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-08-20
IRS object ID
201912329349200201
Schema version
2018v3.1
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)
Return2019-08-20T04:54:42-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPamela J MatthewsPreparerPersonNm
PTINP00647901PTIN
Phone8282675958PhoneNum
Preparation2019-08-20PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address208.78.185.71IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-08-20IPDt
IP Tm04:54:29IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDE5FFB9E92932B91B1B9EDE621E0E3B61B9B4761AtSubmissionCreationDeviceId
At Submission Filing Device IdDE5FFB9E92932B91B1B9EDE621E0E3B61B9B4761AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

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$124,700GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$124,700ContributionsGiftsGrantsEtcAmt
Program Service Revenue$0ProgramServiceRevenueAmt
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$5,692SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$5,692SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Total Revenue$119,008TotalRevenueAmt
Salaries Other Comp Empl Bnft$11,662SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$50,702FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$4,075OccupancyRentUtltsAndMaintAmt
Other Expenses Total$9,599OtherExpensesTotalAmt
Total Expenses$76,038TotalExpensesAmt
Excess Or Deficit For Year$42,970ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$494NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$43,464NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$494BOYAmt
EOY$44,974EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$494BOYAmt
EOY$44,974EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$1,510EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$494BOYAmt
EOY$43,464EOYAmt
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 COMMUNITY.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
STRONG STUDENT LEADER - PARTNERSHIP WITH NEWTON-CONOVER SCHOOLS, INVESTING IN THE LIVES OF20 HIGH SCHOOL STUDENTS TO HELP THEM CLARIFY THEIR IDENTITY, DISCOVER THEIR STRENGTHSAND SET THEMSELVES UP FOR FUTURE SUCCESS AS THEY PREPARE FOR LIFE BEYOND HIGH SCHOOL.$0$20,258
NON-PROFIT LEADERSHIP DEVELOPMENT - PROVIDE EXECUTIVE COACHING & ORGANIZATIONAL DEVELOPMENTSERVICES TO AREA NON-PROFITS IN ORDER TO ENHANCE THE OVERALL EFFECTIVENES OFTHOSE ORGANIZATIONS.$0$12,038
ANNUAL LEADERSHIP CONFERENCE - HOST AND ANNUAL LEADERSHIP CONFERENCE IN ORDER TOINCREASE AWARENESS OF THE NEED FOR STRONG LEADERSHIP IN OUR COMMUNITYAND TO STRENGTHEN THE LEADERSHIP IMPACT OF ATTENDEES.$0$7,313
FieldValueIRS element (for citing)
Total Program Service Expenses$39,609TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHAD HALL
PRESIDENT/DIRECTOR30.00$21,564$0$0
T BRUCE SCHRONCE
CHIEF STRATEGIST/DIRECTOR10.00$11,744$0$0
CECIL MYERS
DIRECTOR OF OPERATIONS & FINANCE/DIRECTOR10.00$21,586$0$0
ETHAN M SCHRONCE
VP GROWTH & DEVELOPMENT/DIRECTOR30.00$1,500$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
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
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
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonHOLLY HALLPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12070 2ND ST DRIVE NWAddressLine1Txt
CityHICKORYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28601ZIPCd
FieldValueIRS element (for citing)
Phone9199718357PhoneNum
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 Minus1 Year$5,000CurrentTaxYearMinus1YearAmt
Current Tax Year$124,500CurrentTaxYearAmt
Total$129,500TotalAmt

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 Minus1 Year$5,000CurrentTaxYearMinus1YearAmt
Current Tax Year$124,500CurrentTaxYearAmt
Total$129,500TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$113,960SubstantialContributorsTotAmt
Public Support Total170$15,540PublicSupportTotal170Amt

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$129,500TotalSupportAmt
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 G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SOLICITATION OF DONORSEvent1Nm
Gross Receipts Event1$124,500GrossReceiptsEvent1Amt
Charitable Contri Event1$124,500CharitableContriEvent1Amt
Gross Revenue Event1$0GrossRevenueEvent1Amt
Other Direct Expenses Event1$5,692OtherDirectExpensesEvent1Amt
Gross Receipts Total$124,500GrossReceiptsTotalAmt
Charitable Contributions Tot$124,500CharitableContributionsTotAmt
Gross Revenue Total Events$0GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$5,692OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$5,692DirectExpenseSummaryEventsAmt
Net Income Summary-$5,692NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990EZ, Part I, Line 16ADVERTISING & MARKETING 2447.
Form 990EZ, Part I, Line 16BANK CHARGES 51.
Form 990EZ, Part I, Line 16INSURANCE 1224.
Form 990EZ, Part I, Line 16OFFICE SUPPLIES & SOFTWARE 1862.
Form 990EZ, Part I, Line 16PROFESSIONAL EDUCATION 2150.
Form 990EZ, Part I, Line 16SUBSCRIPTIONS 164.
Form 990EZ, Part I, Line 16TRAVEL 302.
Form 990EZ, Part I, Line 16OTHER BUSINESS EXPENSES 843.
Form 990EZ, Part I, Line 16REIMBURSED EXPENSES 556.
Form 990EZ, Part II, Line 26PAYROLL TAXES PAYABLE 1510.

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