Civic Intelligence

Ida and Asset Building Collaborative of North Carolina

990 • Fiscal year 2016 • EIN 04-3728351

Jan 01, 2016 to Dec 31, 2016 • Filed on May 01, 2017

Organization ProfileWWW.CULTUREOFSAVINGS.ORG
PO Box 27386Raleigh, NC 27611-7386

(919) 212-4267

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

72nd percentile

0.14x

Higher debt load relative to assets than 72% of similar nonprofits.

2016 filings • NTEE P • <$500k nonprofits • Source year 2016

Liabilities / Revenue

76th percentile

0.08x

Higher debt load relative to revenue than 76% of similar nonprofits.

2016 filings • NTEE P • <$500k nonprofits • Source year 2016

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2016 filings • NTEE P • <$500k nonprofits • Source year 2016

Top Officer Pay

97th percentile

$86,493

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 45.2% of source-year revenue.

2016 filings • NTEE P • <$500k nonprofits • Source year 2016

Asset Growth

78th percentile

37%

Faster asset growth than 78% of similar nonprofits.

2016 filings • NTEE P • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

38%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • NTEE P • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$110,431

Up $29,953 (+37%) from 2015

Net Assets

Up

$95,504

Up $24,259 (+34%) from 2015

Liabilities

Up

$14,927

Up $5,694 (+62%) from 2015

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin67th percentile

Revenue

Up

$191,231

Up $53,132 (+38%) from 2015

Expenses

Up

$166,972

Up $6,677 (+4.2%) from 2015

Net Income

Up

$24,259

Up $46,455 (+209%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $219,492Liabilities 2011: $8,622Net Assets 2011: $210,8702011Assets 2012: $169,985Liabilities 2012: $9,487Net Assets 2012: $160,4982012Assets 2013: $109,199Liabilities 2013: $16,151Net Assets 2013: $93,0482013Assets 2014: $105,353Liabilities 2014: $11,912Net Assets 2014: $93,4412014Assets 2015: $80,478Liabilities 2015: $9,233Net Assets 2015: $71,2452015Assets 2016: $110,431Liabilities 2016: $14,927Net Assets 2016: $95,5042016Assets 2017: $104,479Liabilities 2017: $7,841Net Assets 2017: $96,6382017Assets 2018: $91,287Liabilities 2018: $14,4272018Assets 2019: $134,899Liabilities 2019: $7,746Net Assets 2019: $127,1532019Assets 2020: $245,864Liabilities 2020: $33,049Net Assets 2020: $212,8152020Assets 2021: $226,517Liabilities 2021: $8,277Net Assets 2021: $218,2402021Assets 2022: $263,220Liabilities 2022: $36,031Net Assets 2022: $227,1892022Assets 2023: $256,598Liabilities 2023: $26,531Net Assets 2023: $230,0672023Assets 2024: $241,536Liabilities 2024: $14,259Net Assets 2024: $227,2772024

Highlighted filing

2016

Assets$110,431
Liabilities$14,927
Net Assets$95,504
Open 2016 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $250,8112011Expenses 2012: $256,3432012Revenue 2013: $183,905Expenses 2013: $251,355Net Income 2013: -$67,4502013Revenue 2014: $127,717Expenses 2014: $127,324Net Income 2014: $3932014Revenue 2015: $138,099Expenses 2015: $160,295Net Income 2015: -$22,1962015Revenue 2016: $191,231Expenses 2016: $166,972Net Income 2016: $24,2592016Revenue 2017: $195,897Expenses 2017: $194,763Net Income 2017: $1,1342017Revenue 2018: $146,994Expenses 2018: $166,772Net Income 2018: -$19,7782018Revenue 2019: $208,468Expenses 2019: $158,177Net Income 2019: $50,2912019Revenue 2020: $270,824Expenses 2020: $185,162Net Income 2020: $85,6622020Revenue 2021: $191,945Expenses 2021: $186,520Net Income 2021: $5,4252021Revenue 2022: $176,505Expenses 2022: $167,556Net Income 2022: $8,9492022Revenue 2023: $181,131Expenses 2023: $178,253Net Income 2023: $2,8782023Revenue 2024: $187,033Expenses 2024: $189,823Net Income 2024: -$2,7902024

Highlighted filing

2016

Revenue$191,231
Expenses$166,972
Net Income$24,259
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 1, 2017
Return Version
2016v3.0
Gross Receipts
$191,231
Mission and Program Overview

Mission

The Collaborative's mission is to close the wealth gap in North Carolina. We advocate on behalf of financially vulnerable communities by collaborating with financial institutions, nonprofits, and local government agencies across the state to educate people on building wealth. We believe everyone regardless of their skin color, physical abilities, or financial circumstances deserves an equal opportunity to build wealth.

Promoting long term economic self sufficiency among north carolina's low wealth citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$53,738$96,601▲ $42,863
Cash and Non-Interest-Bearing Accounts$25,816$12,906▼ $12,910
Prepaid Expenses and Deferred Charges$924$924→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$80,478$110,431▲ $29,953
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$9,233$14,927▲ $5,694
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$9,233$14,927▲ $5,694
Net Assets / Fund Balance
Unrestricted Net Assets$71,245$80,969▲ $9,724
Temporarily Rstr Net Assets$0$14,535▲ $14,535
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$71,245$95,504▲ $24,259
Total Liabilities and Net Assets / Fund Balance$80,478$110,431▲ $29,953
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna GallagherExecutive DirectorFT$74,125$12,368$86,493

Board Members and Trustees

NameTitle
Bryan LewisChair
Kati SessomsChair
Daniel W KornelisDirector
Elsie GilmoreDirector
Kellye MurphyDirector
Marquita RobertsonDirector
Nam DouglassDirector
Stan HoltDirector
Lucy GorhamSecretary
Latasha Best-gaddyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$191,149
Program Service Revenue
$0
Investment Income
$82
Other Revenue
$0
All Other Contributions
$191,149
Change in Net Assets
$24,259

Audited Revenue Reconciliation

Revenue per Audited Statements
$191,231
Total Revenue per Audited Statements
$191,231
Total Revenue per Form 990
$191,231
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$92,349
Other Expenses$74,623
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$80,162$6,741$0$86,903
Travel$16,986--$16,986
Fees for Services Accounting-$10,802-$10,802
Occupancy$6,978--$6,978
Payroll Taxes$5,059$387-$5,446
Office Expenses$178$4,356-$4,534
Insurance-$2,441-$2,441
Information Technology$2,143--$2,143
Conferences and Meetings$749--$749
Advertising$550--$550
Other Expenses$23,013$20-$20
Total Functional Expenses$136,150$30,822$0$166,972

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$166,972
Total Expenses per Audited Statements$166,972
Total Expenses per Form 990$166,972
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
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

Governance Explanations

Form 990, Part VI, Section B, Question 11B

“A draft copy of the form 990 was provided to each member of the governing body prior to filing. The executive director was responsible for an in-depth review of the form 990 prior to filing.”

Form 990, Part VI, Section B, Questions 15A & 15B

“The governing body compared the compensation for the executive director and staff position to the ranges contained in a compensation survey produced by the nc center for nonprofits during the salary review and approval process in order to determine the appropriate compensation levels compared to organizations of similar size.”

Form 990, Part VI, Section C, Question 19

“The organization's form 990 is available online at www.guidestar.org, where it is confirmed to be widely available. The organization's governing documents are available upon request for inspection at our primary business location during normal business hours. Copies of the above documents are also provided, upon request, for a reasonable fee to defray copying and postage expense.”

Filing and Contact Details

Filer

Filer Name
Ida and Asset Building
EIN
04-3728351
In Care Of
% DONNA GALLAGHER
Phone
9192124267
Address
PO BOX 27386, RALEIGH, NC 27611-7386

Signing Officer

Name
Donna Gallagher
Title
Executive Director
Phone
9192124267
Signed
2017-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna Gallagher
Formed
2002
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
1
Volunteers
37

Preparer

Firm
Batchelor Tillery & Roberts Llp
Address
3605 GLENWOOD AVENUE SUITE 350, RALEIGH, NC 27612
Preparer
Ronald A Batchelor
Phone
9197878212
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04356
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IRS990/OtherExpensesGrp/Desc1STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc3BANK SERVICE CHARGE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06075
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120
IRS990/OtherExpensesGrp/ProgramServicesAmt0332
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0387
IRS990/PayrollTaxesGrp/ProgramServicesAmt05059
IRS990/PayrollTaxesGrp/TotalAmt05446
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0924
IRS990/PrincipalOfficerNm0DONNA GALLAGHER
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYInvestmentIncomeAmt0159
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IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt010388
IRS990/PYRevenuesLessExpensesAmt0-22196
IRS990/PYSalariesCompEmpBnftPaidAmt088396
IRS990/PYTotalExpensesAmt0160295
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0138099
IRS990/QuidProQuoContributionsInd0false
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt024259
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0127609
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0102647
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0205594
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0754710
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt082
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0159
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0108
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0275
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0377
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt010388
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt080983
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt091371
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IRS990ScheduleA/PublicSupportPY509Pct00.99848
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0183630
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0205594
IRS990ScheduleA/Total509Grp/TotalAmt0846081
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0127717
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0183905
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0205971
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0847082
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0166972
IRS990ScheduleD/RevenueSubtotalAmt0191231
IRS990ScheduleD/TotalExpensesPerForm990Amt0166972
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$110,431
Liabilities
$14,927
Net assets
$95,504
Revenue
$191,231
Expenses
$166,972
Net income
$24,259
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.42$0.14$2.27$1.87$1.90$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.57$0.27$2.30$1.81$1.78$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.36$2.27$1.77$1.68$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.08$2.18$1.92$1.87$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.46$0.33$2.13$2.71$1.85$0.86
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.08$1.27$2.08$1.58$0.50
2018Summary only. Only limited summary data is available for this year.$0.91$0.14$1.47$1.67$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.08$0.97$1.96$1.95$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.15$0.96$1.91$1.67$0.24
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.09$0.71$1.38$1.60$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.12$0.93$1.28$1.27$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.09$0.16$0.93$1.84$2.51$0.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.09$1.60$2.56
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.09$2.11$2.51
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits