VALDESE ECONOMIC DEVELOPMENT INVEST CORPORATION

EIN: 270301275 501(c)(3) Community Improvement

VALDESE, NC

Total Revenue
$288,431
Total Expenses
$199,193
Total Assets
$3,398,377
Net Assets
$1,250,220
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
NC
Principal Officer
SHERRY LONG
Phone
8288792120
Tax Period
2022-07-01 to 2023-06-30

VALDESE ECONOMIC DEVELOPMENT INVEST CORPORATION, founded in 2008, is a small nonprofit in the Community Improvement sector that reported $288K in total revenue in fiscal year 2022. The organization ran a surplus of $89K, a strong 31% operating margin.

Mission

TO ENGAGE IN CHARITABLE AND EDUCATIONAL EFFORTS AND SPECIFICALLY SUPPORT ECONOMIC DEVELOPMENT AND COMMUNITY DEVELOPMENT IN VALDESE NC AND BURKE COUNTY NC, THEREBY CREATING JOBS, INCREASING THE TAX BASE, AND IMPROVING QUALITY OF LIFE IN VALDESE NC AND BURKE COUNTY NC

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $137,979
Program Service Revenue $9,111
Investment Income $141,341
Other Revenue $0
TOTAL REVENUE $288,431

Expense Breakdown

Grants Paid $0
Salaries & Benefits $111,713
Fundraising Expenses $0
Program Expenses $132,754
Other Expenses $87,480
TOTAL EXPENSES $199,193

Year-over-Year Comparison

2022 2021 Change
Revenue $288,431 $283,103 +0.0%
Expenses $199,193 $145,673 +0.4%
Net Income $89,238 $137,430 -0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
21
Independent Members
21
Employees
3
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
18
$72,711
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KERRI POTEAT DIRECTOR 40.00
Director
$72,711 $0 $72,711
JESSICA BARGSLEY BOARDMEMBER 1.00
Director
$0 $0 $0
TIMOTHY BARUS BOARDMEMBER 1.00
Director
$0 $0 $0
ROBERT BENFIELD BOARDMEMBER 1.00
Director
$0 $0 $0
JOHN BRANSTROM BOARDMEMBER 1.00
Director
$0 $0 $0
SETH ECKARD BOARDMEMBER 1.00
Director
$0 $0 $0
KYLIE GERA BOARDMEMBER 1.00
Director
$0 $0 $0
SHARON JABLONSKI BOARDMEMBER 1.00
Director
$0 $0 $0
RICK JUSTICE BOARDMEMBER 1.00
Director
$0 $0 $0
LILY LARAMIE BOARDMEMBER 1.00
Director
$0 $0 $0
CLYDE MCSWAIN BOARDMEMBER 1.00
Director
$0 $0 $0
SCOTT MULWEE BOARDMEMBER 1.00
Director
$0 $0 $0
NANCY PAGE BOARDMEMBER 1.00
Director
$0 $0 $0
KAREN ROBINSON BOARDMEMBER 1.00
Director
$0 $0 $0
ROBERT R ROBINSON BOARDMEMBER 1.00
Director
$0 $0 $0
MARLA THOMPSON BOARDMEMBER 1.00
Director
$0 $0 $0
SUZANNE WALLACE BOARDMEMBER 1.00
Director
$0 $0 $0
DONNA ZAMORA BOARDMEMBER 1.00
Director
$0 $0 $0
JOHNNY BERRY TREASURER 2.00
Officer
$0 $0 $0
SHERRI BRADSHAW SECRETARY 2.00
Officer
$0 $0 $0
SHERRY LONG CHAIRMAN 2.00
Officer
$0 $0 $0
TONIA STEPHENSON VICE CHAIR 2.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $288,431 $199,193 $3,398,377 $89,238
2022 $283,103 $145,673 $3,433,560 $137,430
2021 $336,472 $175,710 $3,414,352 $160,762
2020 $340,496 $234,661 $3,245,163 $105,835
2019 $306,061 $209,256 $3,146,157 $96,805
2018 $253,143 $244,598 $3,139,700 $8,545
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