Civic Intelligence

Autism Foundation of the Carolinas

990 • Fiscal year 2019 • EIN 06-1801739

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 27, 2019

821 Baxter StreetCharlote, NC 28202

(704) 910-4512

Siviq Scores

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

Liabilities / Assets

40th percentile

0.01x

Higher debt load relative to assets than 40% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

26th percentile

-5.6%

Higher net margin than 26% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

19th percentile

-7.2%

Faster asset growth than 19% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-30%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$469,597

Down $36,601 (-7.2%) from 2018

Net Assets

Down

$465,455

Down $26,742 (-5.4%) from 2018

Liabilities

Down

$4,142

Down $9,859 (-70%) from 2018

Revenue

Down

$476,994

Down $201,913 (-30%) from 2018

Expenses

Down

$503,736

Down $106,522 (-17%) from 2018

Net Income

Down

-$26,742

Down $95,391 (-139%) from 2018

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $10,632Liabilities 2011: $02011Assets 2012: $83,606Liabilities 2012: $02012Assets 2013: $110,865Liabilities 2013: $0Net Assets 2013: $110,8652013Assets 2014: $165,253Liabilities 2014: $0Net Assets 2014: $165,2532014Assets 2015: $349,236Liabilities 2015: $0Net Assets 2015: $349,2362015Assets 2016: $383,535Liabilities 2016: $326Net Assets 2016: $383,2092016Assets 2017: $534,807Liabilities 2017: $111,259Net Assets 2017: $423,5482017Assets 2018: $506,198Liabilities 2018: $14,001Net Assets 2018: $492,1972018Assets 2019: $469,597Liabilities 2019: $4,142Net Assets 2019: $465,4552019Assets 2020: $354,776Liabilities 2020: $1,655Net Assets 2020: $353,1212020Assets 2021: $536,845Liabilities 2021: $1,176Net Assets 2021: $535,6692021Assets 2022: $397,123Liabilities 2022: $3,100Net Assets 2022: $394,0232022Assets 2023: $603,956Liabilities 2023: $9,220Net Assets 2023: $594,7362023Assets 2024: $580,311Liabilities 2024: $23,214Net Assets 2024: $557,0972024

Highlighted filing

2019

Assets$469,597
Liabilities$4,142
Net Assets$465,455

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $63,101Expenses 2011: $95,386Net Income 2011: -$32,2852011Revenue 2012: $179,615Expenses 2012: $106,641Net Income 2012: $72,9742012Revenue 2013: $199,722Expenses 2013: $172,463Net Income 2013: $27,2592013Revenue 2014: $289,345Expenses 2014: $234,958Net Income 2014: $54,3872014Revenue 2015: $482,719Expenses 2015: $298,736Net Income 2015: $183,9832015Revenue 2016: $455,052Expenses 2016: $421,079Net Income 2016: $33,9732016Revenue 2017: $525,656Expenses 2017: $485,289Net Income 2017: $40,3672017Revenue 2018: $678,907Expenses 2018: $610,258Net Income 2018: $68,6492018Revenue 2019: $476,994Expenses 2019: $503,736Net Income 2019: -$26,7422019Revenue 2020: $353,792Expenses 2020: $447,401Net Income 2020: -$93,6092020Revenue 2021: $522,763Expenses 2021: $340,210Net Income 2021: $182,5532021Revenue 2022: $141,755Expenses 2022: $283,312Net Income 2022: -$141,5572022Revenue 2023: $568,584Expenses 2023: $365,097Net Income 2023: $203,4872023Revenue 2024: $495,750Expenses 2024: $533,389Net Income 2024: -$37,6392024

Highlighted filing

2019

Revenue$476,994
Expenses$503,736
Net Income-$26,742
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 27, 2019
Return Version
2018v3.2
Gross Receipts
$517,295
Mission and Program Overview

Mission

To help children with autism achieve their full potential

To help children with autism achieve their full potential.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$250,418$275,475▲ $25,057
Cash and Non-Interest-Bearing Accounts$251,164$186,574▼ $64,590
Accounts Receivable$2,930$5,383▲ $2,453
Prepaid Expenses and Deferred Charges$153--
Total Assets$506,198$469,597▼ $36,601
Other Assets Total$1,533$2,165▲ $632
Liabilities
Accounts Payable and Accrued Expenses$14,001$4,142▼ $9,859
Total Liabilities$14,001$4,142▼ $9,859
Net Assets / Fund Balance
Unrestricted Net Assets$492,197$465,455▼ $26,742
Total Net Assets Fund Balance$492,197$465,455▼ $26,742
Total Liabilities and Net Assets / Fund Balance$506,198$469,597▼ $36,601
Compensation and Service Providers

Board Members and Trustees

NameTitle
Shannon DonnellyChair
Rob Robinson MdVice Chair
Brooke LowryDirector
Carolyn HurleyDirector
Daniel BarkerDirector
James DayDirector
Kimberly CobbDirector
Mark LoveDirector
Wendy SolomonDirector
Wesley StrayerDirector
Jenny MannSecretary
Wil VinsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$398,094
Program Service Revenue
$71,994
Investment Income
$335
Other Revenue
$6,571
All Other Contributions
$276,036
Change in Net Assets
$-26,742
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$388,564
Other Expenses$115,172
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$226,298$31,546-$257,844
Current Officers, Directors, Trustees, and Key Employees$54,568$54,567-$109,135
Occupancy$26,671$11,431-$38,102
Payroll Taxes$16,424$5,161-$21,585
Office Expenses$12,737$5,459-$18,196
Other Expenses$8,689$3,724-$12,413
Travel$6,738$2,888-$9,626
Insurance$6,051$2,593-$8,644
Advertising$5,270$2,258-$7,528
Conferences and Meetings$3,050$961-$4,011
Information Technology$1,701$730-$2,431
Fees for Services Accounting-$1,205-$1,205
Total Functional Expenses$381,213$122,523$0$503,736
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$46,872
Fundraising Direct Expenses$40,301
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Couture for a C$150,372$37,593$11,568$26,025
Ales for Autism$18,558$9,279$1,164$8,115
Total Events$168,930$46,872$40,301$6,571
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

Line 1a: authority delegated to committee explanation the board of directors, by resolution adopted by a majority of the total number of directors then in office, may designate an executive committee that shall have and may exercise the authority of the board of director in the management of the organization except as expressly prohibited by law, or may advise the board of directors as to one or more areas of operation of the organization. Section b, line 15: conflict of interest policy is distributed annually to the board of directors and all employees. Any conflicts are noted and documented. Anyone with a conflict is recused from discussion and voting on any decisions related to that conflict. Section c, line 19: governing documents are made available to the public upon request.

Form 990, Page 6, Part VI, Line 11B

The treasurer and another officer review a complete copy of form 990 prior to filing.

Form 990, Page 6, Part VI, Line 12C

The bylaws of the organization prohibit neither the organization nor a director to engage in a conflict of interest transaction except as permitted by state or other appropriate law. Directors are not allowed to participate in the selection of proposals where a conflict appears to exist. The conflict of interest policy is reviewed annually by the board of directors and considered prior to each significant discussion or vote.

Form 990, Page 6, Part VI, Line 15A

The board of directors engaged outside providers to collect comparability data used to determine compensation set for the executive director. Compensation was voted on and approved by the governing body.

Form 990, Page 6, Part VI, Line 15B

All programs employees' salaries are reviewed an approved by the governing body.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Autism Charlotte
EIN
06-1801739
Phone
7049104512
Address
821 BAXTER STREET, CHARLOTE, NC 28202

Signing Officer

Name
Valerie Iseah
Title
CEO
Phone
7049104512
Signed
2019-03-27

Organization Details

Principal Officer
Valerie Iseah
Formed
2006
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
Employees
7
Volunteers
500

Preparer

Firm
J Ronald Martin Pa
Address
1850 E 3RD ST STE 305, CHARLOTTE, NC 28204-3234
Preparer
John Crabtree
Phone
7043756405
Supplemental Narrative

Additional Explanations

Form 990, Part III

Line 4d - all other accomplishment: ican bike (expenses 15,034) a national summer program that teaches children with autism and a range of other disabilities how to ride a conventional bicycle. 40 children served annually. Line 4d also includes 80, 911 general program expenses that are indirecttly connected ot the organization's four other major programs.

Form 990, Page 2, Part III, Line 4D

Other program accomplishments includes ican bike, a national model summer program that teaches children with autism and a range of other disabilities how to ride a conventional bicycle. It also includes expenses indirectly connected to the organizations 4 other major programs.

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IRS990/ProgramServiceRevenueGrp/Desc4PROGRAM FEES UNIVERSITY
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19217
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IRS990/ProgSrvcAccomActy2Grp/Desc0PATHS ACADEMY: IS A STRUCTURED, 8 CORE COMPETENCIES CURRICULUM THAT HELPS YOUTH WITH AUTISM PREPARE FOR PROGRESSIVE LIFE TRANSITIONS TOWARDS ADULTHOOD. THE PROGRAM IS DELIVERED THROUGH LECTURE, GROUP ACTIVITIES, MODELING, COACHING,MENTORSHIP, AND COMMUNITY EXPERIENCES AND IS FOCUSED ON HELPING STUDENTS DEVELOP THE EXECUTIVE FUNCTIONING SKILLS NECESSARY FOR SUCCESSFUL TRANSITIONS TO ADVANCED ACADEMIC AND WORKFORCE SETTINGS. LOCATIONS INCLUDE: QUEENS UNIVERSITY AND UNIVERSITY OF NORTH CAROLINA CHARLOTTE WITH SESSIONS RUNNING DURING FALL, SPRING AND SUMMER SEMESTERS. APPROXIMATELY 90 YOUTH (AGES 15 TO 22) SERVED ANNUALLY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt054579
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt09217
IRS990/ProgSrvcAccomActy3Grp/Desc0UNIVERSITY AUTISM OUTREACH: UTILIZES COLLEGE STUDENTS FROM LOCAL UNIVERSITIES TO PROVIDE SUPPORT TO CHILDREN, YOUTH AND YOUNG ADULTS WITHIN THE GREATER CHARLOTTE COMMUNITY. UNIVERSITY STUDENTS HELP SUPPORT THESE INDIVIDUALS AT HOME, DAY SCHOOL, AFTER SCHOOL, FAMILY OUTINGS, SOCIAL EVENTS, ENRICHMENT ACTIVITIES, AND THERAPY SESSIONS. APPROXIMATELY 303 CHILDREN AND FAMILIES SERVED ANNUALLY. UNIVERSITY PARTNERS INCLUDE: DAVIDSON COLLEGE, UNCC, QUEENS UNIVERSITY, CPCC, JOHNSON C. SMITH, WINTHROP UNIVERSITY, WINGATE COLLEGE, UNIVERSITY OF SOUTH CAROLINA, AND COLUMBIA COLLEGE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt013011
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0250
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM ACCOMPLISHMENTS INCLUDES ICAN BIKE, A NATIONAL MODEL SUMMER PROGRAM THAT TEACHES CHILDREN WITH AUTISM AND A RANGE OF OTHER DISABILITIES HOW TO RIDE A CONVENTIONAL BICYCLE. IT ALSO INCLUDES EXPENSES INDIRECTLY CONNECTED TO THE ORGANIZATIONS 4 OTHER MAJOR PROGRAMS.
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IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt08828
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0118866
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86310
IRS990ScheduleA/PublicSupportPY170Pct00.81790
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02120920
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0122058
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt09279
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040301
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt06576
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COUTURE FOR A C
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ALES FOR AUTISM
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012732
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 4D - ALL OTHER ACCOMPLISHMENT: ICAN BIKE (EXPENSES 15,034) A NATIONAL SUMMER PROGRAM THAT TEACHES CHILDREN WITH AUTISM AND A RANGE OF OTHER DISABILITIES HOW TO RIDE A CONVENTIONAL BICYCLE. 40 CHILDREN SERVED ANNUALLY. LINE 4D ALSO INCLUDES 80, 911 GENERAL PROGRAM EXPENSES THAT ARE INDIRECTTLY CONNECTED OT THE ORGANIZATION'S FOUR OTHER MAJOR PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER PROGRAM ACCOMPLISHMENTS INCLUDES ICAN BIKE, A NATIONAL MODEL SUMMER PROGRAM THAT TEACHES CHILDREN WITH AUTISM AND A RANGE OF OTHER DISABILITIES HOW TO RIDE A CONVENTIONAL BICYCLE. IT ALSO INCLUDES EXPENSES INDIRECTLY CONNECTED TO THE ORGANIZATIONS 4 OTHER MAJOR PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 1A: AUTHORITY DELEGATED TO COMMITTEE EXPLANATION THE BOARD OF DIRECTORS, BY RESOLUTION ADOPTED BY A MAJORITY OF THE TOTAL NUMBER OF DIRECTORS THEN IN OFFICE, MAY DESIGNATE AN EXECUTIVE COMMITTEE THAT SHALL HAVE AND MAY EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTOR IN THE MANAGEMENT OF THE ORGANIZATION EXCEPT AS EXPRESSLY PROHIBITED BY LAW, OR MAY ADVISE THE BOARD OF DIRECTORS AS TO ONE OR MORE AREAS OF OPERATION OF THE ORGANIZATION. SECTION B, LINE 15: CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO THE BOARD OF DIRECTORS AND ALL EMPLOYEES. ANY CONFLICTS ARE NOTED AND DOCUMENTED. ANYONE WITH A CONFLICT IS RECUSED FROM DISCUSSION AND VOTING ON ANY DECISIONS RELATED TO THAT CONFLICT. SECTION C, LINE 19: GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TREASURER AND ANOTHER OFFICER REVIEW A COMPLETE COPY OF FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BYLAWS OF THE ORGANIZATION PROHIBIT NEITHER THE ORGANIZATION NOR A DIRECTOR TO ENGAGE IN A CONFLICT OF INTEREST TRANSACTION EXCEPT AS PERMITTED BY STATE OR OTHER APPROPRIATE LAW. DIRECTORS ARE NOT ALLOWED TO PARTICIPATE IN THE SELECTION OF PROPOSALS WHERE A CONFLICT APPEARS TO EXIST. THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS AND CONSIDERED PRIOR TO EACH SIGNIFICANT DISCUSSION OR VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS ENGAGED OUTSIDE PROVIDERS TO COLLECT COMPARABILITY DATA USED TO DETERMINE COMPENSATION SET FOR THE EXECUTIVE DIRECTOR. COMPENSATION WAS VOTED ON AND APPROVED BY THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL PROGRAMS EMPLOYEES' SALARIES ARE REVIEWED AN APPROVED BY THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt0398094
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0122523
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0381213
IRS990/TotalFunctionalExpensesGrp/TotalAmt0503736
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014001
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IRS990/TotalLiabilitiesGrp/BOYAmt014001
IRS990/TotalLiabilitiesGrp/EOYAmt04142
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0492197

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.80$0.23$5.57$4.96$5.33$0.38
2023Detailed filing. Detailed filing data is available for this year.$6.04$0.09$5.95$5.69$3.65$2.03
2022Detailed filing. Detailed filing data is available for this year.$3.97$0.03$3.94$1.42$2.83$1.42
2021Detailed filing. Detailed filing data is available for this year.$5.37$0.01$5.36$5.23$3.40$1.83
2020Detailed filing. Detailed filing data is available for this year.$3.55$0.02$3.53$3.54$4.47$0.94
2019Detailed filing. Detailed filing data is available for this year.$4.70$0.04$4.65$4.77$5.04$0.27
2018Summary only. Only limited summary data is available for this year.$5.06$0.14$4.92$6.79$6.10$0.69
2017Detailed filing. Detailed filing data is available for this year.$5.35$1.11$4.24$5.26$4.85$0.40
2016Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.83$4.55$4.21$0.34
2015Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$4.83$2.99$1.84
2014Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$2.89$2.35$0.54
2013Summary only. Only limited summary data is available for this year.$1.11$0.00$1.11$2.00$1.72$0.27
2012Summary only. Only limited summary data is available for this year.$0.84$0.00$1.80$1.07$0.73
2011Summary only. Only limited summary data is available for this year.$0.11$0.00$0.63$0.95$0.32