Civic Intelligence

Mecklenburg Bar Foundation

EIN 23-7062151 • 501(c)3 • Charlotte, NC

Profile

To advance public understanding and respect for the rule of law and the role of the legal profession; to promote the highest ideals of professionalism, public service and access to the legal system; and to support the charitable and educational goals of the Mecklenburg County Bar.

511 Yellowstone DriveCharlotte, NC 28208

www.meckbar.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.02x

Higher debt load relative to revenue than 20% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

42nd percentile

2.4%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2024

Revenue Growth

92nd percentile

99%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$4,838,712

Up $694,234 (+17%) from 2023

Liabilities

Down

$69,376

Down $1,945,036 (-97%) from 2023

Net Assets

Up

$4,769,336

Up $2,639,270 (+124%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin97th percentile

Revenue

Up

$3,022,596

Up $2,643,813 (+698%) from 2023

Expenses

Up

$383,326

Up $11,867 (+3.2%) from 2023

Net Income

Up

$2,639,270

Up $2,631,946 (+35936%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $834,132Liabilities 2010: $138,972Net Assets 2010: $695,1602010Assets 2011: $865,361Liabilities 2011: $114,868Net Assets 2011: $750,4932011Assets 2012: $840,173Liabilities 2012: $99,741Net Assets 2012: $740,4322012Assets 2013: $1,606,691Liabilities 2013: $9,301Net Assets 2013: $1,597,3902013Assets 2014: $4,720,866Liabilities 2014: $2,986,683Net Assets 2014: $1,734,1832014Assets 2015: $5,016,709Liabilities 2015: $3,062,424Net Assets 2015: $1,954,2852015Assets 2017: $4,814,003Liabilities 2017: $2,844,738Net Assets 2017: $1,969,2652017Assets 2018: $4,715,249Liabilities 2018: $2,609,738Net Assets 2018: $2,105,5112018Assets 2019: $4,596,043Liabilities 2019: $2,394,398Net Assets 2019: $2,201,6452019Assets 2020: $4,370,117Liabilities 2020: $2,177,685Net Assets 2020: $2,192,4322020Assets 2021: $4,510,808Liabilities 2021: $2,386,142Net Assets 2021: $2,124,6662021Assets 2022: $4,206,674Liabilities 2022: $2,083,912Net Assets 2022: $2,122,7622022Assets 2023: $4,144,478Liabilities 2023: $2,014,412Net Assets 2023: $2,130,0662023Assets 2024: $4,838,712Liabilities 2024: $69,376Net Assets 2024: $4,769,3362024

Highlighted filing

2024

Assets$4,838,712
Liabilities$69,376
Net Assets$4,769,336
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $302,353Expenses 2010: $289,748Net Income 2010: $12,6052010Expenses 2011: $293,1102011Expenses 2012: $306,5122012Revenue 2013: $1,145,296Expenses 2013: $422,431Net Income 2013: $722,8652013Revenue 2014: $551,157Expenses 2014: $417,066Net Income 2014: $134,0912014Revenue 2015: $757,229Expenses 2015: $576,529Net Income 2015: $180,7002015Revenue 2017: $571,480Expenses 2017: $544,929Net Income 2017: $26,5512017Revenue 2018: $594,470Expenses 2018: $468,690Net Income 2018: $125,7802018Revenue 2019: $568,533Expenses 2019: $472,421Net Income 2019: $96,1122019Revenue 2020: $427,531Expenses 2020: $436,922Net Income 2020: -$9,3912020Revenue 2021: $384,115Expenses 2021: $488,331Net Income 2021: -$104,2162021Revenue 2022: $398,083Expenses 2022: $366,453Net Income 2022: $31,6302022Revenue 2023: $378,783Expenses 2023: $371,459Net Income 2023: $7,3242023Revenue 2024: $3,022,596Expenses 2024: $383,326Net Income 2024: $2,639,2702024

Highlighted filing

2024

Revenue$3,022,596
Expenses$383,326
Net Income$2,639,270
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,838,712
Liabilities
$69,376
Net assets
$4,769,336
Revenue
$3,022,596
Expenses
$383,326
Net income
$2,639,270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.84$0.07$4.77$3.02$0.38$2.64
2023Detailed filing. Detailed filing data is available for this year.$4.14$2.01$2.13$0.38$0.37$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.21$2.08$2.12$0.40$0.37$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.51$2.39$2.12$0.38$0.49$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.37$2.18$2.19$0.43$0.44$0.01
2019Detailed filing. Detailed filing data is available for this year.$4.60$2.39$2.20$0.57$0.47$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.72$2.61$2.11$0.59$0.47$0.13
2017Detailed filing. Detailed filing data is available for this year.$4.81$2.84$1.97$0.57$0.54$0.03
2015Detailed filing. Detailed filing data is available for this year.$5.02$3.06$1.95$0.76$0.58$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.72$2.99$1.73$0.55$0.42$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.61$0.01$1.60$1.15$0.42$0.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.10$0.74$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.11$0.75$0.29
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.14$0.70$0.30$0.29$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$6,483,714
Mission and Program Overview

Mission

To advance public understanding and respect for the rule of law and the role of the legal profession; to promote the highest ideals of professionalism, public service and access to the legal system; and to support the charitable and educational goals of the Mecklenburg County Bar.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$457,068$4,679,952▲ $4,222,884
Land, Buildings, and Equipment, Net$3,536,284$0▼ $3,536,284
Investments in Publicly Traded Securities$151,126$158,760▲ $7,634
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,144,478$4,838,712▲ $694,234
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,955,524--
Other Liabilities$58,888$69,376▲ $10,488
Total Liabilities$2,014,412$69,376▼ $1,945,036
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,942,989$4,580,930▲ $2,637,941
Net Assets With Donor Restrictions$187,077$188,406▲ $1,329
Total Net Assets Fund Balance$2,130,066$4,769,336▲ $2,639,270
Total Liabilities and Net Assets / Fund Balance$4,144,478$4,838,712▲ $694,234

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$50,870-▼ $2,873-$47,997
2022$46,656-▲ $4,214-$50,870
2021$54,078-▼ $7,422-$46,656
2020$42,197-▲ $11,881-$54,078
2019$42,408-▼ $211-$42,197
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
W Rob HeroyPast President
Thomas PowersPresident
Sarah HutchinsPresident-Elect
Abbey KrysakDirector
Amy R HowardDirector
Joe CulikDirector
Kelly CarrollDirector
La-Deidre MatthewsDirector
Lacey DuskinDirector
Lawrence CameronDirector
Lawrence D WoodenDirector
Lisa FlowersDirector
Maria OrtizDirector
Matthew DeAntonioDirector
P Barrett MorrisDirector
R Lee Robertson JrDirector
Rachel DR HamrickDirector
Tara A HarrisDirector
Tonja D BrooksDirector
Travis S HinmanDirector
Leah R CampbellExecutive Director
Ashley OldfieldDevelopment
Michael HarmanSecretary
Mandana VidwanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$62,786
Program Service Revenue
$169,791
Investment Income
$2,672,746
Other Revenue
$117,273
All Other Contributions
$62,786
Change in Net Assets
$2,639,270

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,022,596
Total Revenue per Audited Statements
$3,022,596
Total Revenue per Form 990
$3,022,596
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$327,326
Grants and Similar Amounts Paid$56,000
Total Fundraising Expense$35,193
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$56,992$12,212$12,213$81,417
Interest$34,382$7,368$7,368$49,118
Grants to Domestic Orgs$35,000--$35,000
Other Expenses$27,371$10,125$10,125$27,371
Grants to Domestic Individuals$21,000--$21,000
Total Functional Expenses$315,704$32,429$35,193$383,326

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$383,326
Total Expenses per Audited Statements$383,326
Total Expenses per Form 990$383,326
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pats Place Child AdvocacyCharlotte, NC-See description in Part IV$10,000
Promise Resource NetworkCharlotte, NC-See description in Part IV$10,000
Alexander Youth NetworkCharlotte, NC-See description in Part IV$7,500
The RelativesCharlotte, NC-See description in Part IV$7,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$33,622
Fundraising Direct Expenses$6,251
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
McMillan$15,874$15,874-$15,874
Law & Society Luncheon$11,497$11,497-$11,497
Total Events$33,622$33,622$6,251$27,371
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held For Others$69,356
Other Liabilities$20
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
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, Line 11B

“The Executive Director, Director of Finance, and a member of the Executive Committee review and approve the 990 before it is filed. A copy of the Form 990 is provided to every board member before it is filed.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is provided to each director and each director is required to annually certify compliance and prospectively disclose potential conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“Made available on Mecklenburg County Bar's website.”

Filing and Contact Details

Filer

Filer Name
Mecklenburg Bar Foundation
EIN
23-7062151
Phone
7043758624
Address
511 Yellowstone Drive, Charlotte, NC 28208

Signing Officer

Name
Leah R Campbell
Title
Executive Director
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leah R Campbell
Formed
1962
Legal Domicile
Nc
Voting Board Members
23
Independent Board Members
23
Employees
0
Volunteers
55

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Additional Explanations

Mecklenburg County Bar Exempt Code Section

“The Mecklenburg County Bar is exempt from Federal income tax as an integral part of a political subdivision of the state of North Carolina.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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