Civic Intelligence

North Carolina Oncology Association

EIN 26-0085378 • 501(c)6 • Rockville, MD

Profile

To provide advocacy for cancer patients and to promote standards of excellence for high-quality cancer care as well as to study, research and exchange information, experiences, and ideas leading to improvement in oncology.

CO Accc 1801 Research Blvd 400Rockville, MD 20850

www.ncoa-northcarolina.com

Siviq Scores

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

Liabilities / Assets

81st percentile

0.34x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.58x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

61st percentile

7.8%

Higher net margin than 61% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

501(c)6 • $500k-$1M nonprofits • Source year 2024

Asset Growth

84th percentile

25%

Faster asset growth than 84% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

24%

Faster revenue growth than 80% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$911,086

Up $180,450 (+25%) from 2023

Liabilities

Up

$306,364

Up $139,405 (+83%) from 2023

Net Assets

Up

$604,722

Up $41,045 (+7.3%) from 2023

Revenue

Up

$528,720

Up $100,916 (+24%) from 2023

Expenses

Up

$487,606

Up $114,877 (+31%) from 2023

Net Income

Down

$41,114

Down $13,961 (-25%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2015: $388,859Liabilities 2015: $61,102Net Assets 2015: $327,7572015Assets 2016: $383,644Liabilities 2016: $14,513Net Assets 2016: $369,1312016Assets 2017: $433,307Liabilities 2017: $32,241Net Assets 2017: $401,0662017Assets 2018: $413,676Liabilities 2018: $37,236Net Assets 2018: $376,4402018Assets 2019: $423,258Liabilities 2019: $40,171Net Assets 2019: $383,0872019Assets 2020: $461,748Liabilities 2020: $65,760Net Assets 2020: $395,9882020Assets 2021: $507,223Liabilities 2021: $65,516Net Assets 2021: $441,7072021Assets 2022: $562,482Liabilities 2022: $53,998Net Assets 2022: $508,4842022Assets 2023: $730,636Liabilities 2023: $166,959Net Assets 2023: $563,6772023Assets 2024: $911,086Liabilities 2024: $306,364Net Assets 2024: $604,7222024

Highlighted filing

2024

Assets$911,086
Liabilities$306,364
Net Assets$604,722

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2015: $247,604Expenses 2015: $212,190Net Income 2015: $35,4142015Revenue 2016: $272,073Expenses 2016: $230,699Net Income 2016: $41,3742016Revenue 2017: $290,100Expenses 2017: $258,165Net Income 2017: $31,9352017Revenue 2018: $242,726Expenses 2018: $267,352Net Income 2018: -$24,6262018Revenue 2019: $267,276Expenses 2019: $260,629Net Income 2019: $6,6472019Revenue 2020: $233,046Expenses 2020: $220,145Net Income 2020: $12,9012020Revenue 2021: $240,222Expenses 2021: $194,503Net Income 2021: $45,7192021Revenue 2022: $399,634Expenses 2022: $332,826Net Income 2022: $66,8082022Revenue 2023: $427,804Expenses 2023: $372,729Net Income 2023: $55,0752023Revenue 2024: $528,720Expenses 2024: $487,606Net Income 2024: $41,1142024

Highlighted filing

2024

Revenue$528,720
Expenses$487,606
Net Income$41,114

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 8, 2025
Return Version
2024v5.2
Gross Receipts
$528,720
Mission and Program Overview

Mission

To provide advocacy for cancer patients and to promote standards of excellence for high-quality cancer care as well as to study, research and exchange information, experiences, and ideas leading to improvement in oncology.

SEE PART III LINE 1.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$518,684$727,149▲ $208,465
Investments in Publicly Traded Securities$170,820$179,811▲ $8,991
Accounts Receivable$39,635$4,126▼ $35,509
Prepaid Expenses and Deferred Charges$1,497--
Total Assets$730,636$911,086▲ $180,450
Liabilities
Accounts Payable and Accrued Expenses$3,359$170,804▲ $167,445
Deferred Revenue$163,600$134,300▼ $29,300
Other Liabilities$0$1,260▲ $1,260
Total Liabilities$166,959$306,364▲ $139,405
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$563,677$604,722▲ $41,045
Total Net Assets Fund Balance$563,677$604,722▲ $41,045
Total Liabilities and Net Assets / Fund Balance$730,636$911,086▲ $180,450
Compensation and Service Providers

Board Members and Trustees

NameTitle
Martin PalmeriImmediate Past President
Daniel R CarrizosaPresident
Mohamed MohamedPresident-elect
Azka TasleemMember-at-large
Jimmy RuizMember-at-large
Justin P FavaroMember-at-large
Keith a LerroMember-at-large
Mavhish MuzaffarMember-at-large
Nasfat ShehadehMember-at-large
Siddharth ShethSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Assoc For Cancer Community CentersManagement/project Fee1801 RESEARCH BLVD 400, Rockville, MD 20850$130,316
Revenue and Support

Revenue Composition

Contributions and Grants
$466,000
Program Service Revenue
$53,660
Investment Income
$9,060
Other Revenue
$0
All Other Contributions
$466,000
Change in Net Assets
$41,114
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$483,306
Grants and Similar Amounts Paid$4,300
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$270,315
Fees for Services Management---$130,316
Fees for Services Other---$47,320
Fees for Services Lobbying---$29,059
Grants to Domestic Orgs---$4,300
Fees for Services Accounting---$2,600
Other Expenses---$1,732
Office Expenses---$1,299
Insurance---$665
Total Functional Expenses$0$0$0$487,606
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$74,034
Current Year Nondeductible Lobbying and Political Cost$29,059
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to State Societies$1,260
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The organization delegated control over the management duties to the association of community cancer centers (accc). Prior to signing the agreement, an independent comparison of the management fee was conducted and approval of the management firm's fee was obtained from all board members. The decision to sign the agreement was documented in the organization's board meeting minutes. The total amount paid to accc during 2024 was $130,316.

Form 990, Part VI, Section A, Line 6

The organization has group and individual members.

Form 990, Part VI, Section A, Line 7A

The organization has members who elect one or more members of the governing body. The election of officers occurs every other year.

Form 990, Part VI, Section A, Line 7B

Changes to by-laws must be approved by membership.

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

The form 990 was prepared by the outside accountants and reviewed by the president and board members. A copy of the 990 was provided to the entire board prior to filing with the irs.

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

Elected board members sign the conflict of interest form annually. If the board has reasonable cause to believe a member has failed to disclose an actual or possible conflict of interest, the board gives the member the opportunity to explain the alleged failure to disclose. If after future investigation, the board determines that a failure to disclose has occurred, it takes appropriate disciplinary and corrective action.

Form 990, Part VI, Section C, Line 19

The north carolina oncology association maintains its governing documents, conflict of interest policy, and financial statements at its management office in rockville, maryland. These documents are made available to the general public upon request.

Filing and Contact Details

Filer

Filer Name
North Carolina Oncology Association
EIN
26-0085378
Phone
3019849496
Address
CO ACCC 1801 RESEARCH BLVD 400, ROCKVILLE, MD 20850

Signing Officer

Name
Siddharth Sheth
Title
Secretary/treasurer
Phone
3019849496
Signed
2025-09-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel R Carrizosa
Formed
1993
Legal Domicile
Nc
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 800N, BETHESDA, MD 20814-2930
Preparer
Frederick U Longwood
Phone
3019519090
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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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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AggregateReportedDuesNtcAmt01415
IRS990ScheduleC/AgreeCarryoverPriorYearInd01
IRS990ScheduleC/CarriedOverAmt072619
IRS990ScheduleC/DuesAssessmentsAmt05660
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt044975
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt029059
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt074034
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01260
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO STATE SOCIETIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt01260
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATED CONTROL OVER THE MANAGEMENT DUTIES TO THE ASSOCIATION OF COMMUNITY CANCER CENTERS (ACCC). PRIOR TO SIGNING THE AGREEMENT, AN INDEPENDENT COMPARISON OF THE MANAGEMENT FEE WAS CONDUCTED AND APPROVAL OF THE MANAGEMENT FIRM'S FEE WAS OBTAINED FROM ALL BOARD MEMBERS. THE DECISION TO SIGN THE AGREEMENT WAS DOCUMENTED IN THE ORGANIZATION'S BOARD MEETING MINUTES. THE TOTAL AMOUNT PAID TO ACCC DURING 2024 WAS $130,316.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS GROUP AND INDIVIDUAL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS MEMBERS WHO ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. THE ELECTION OF OFFICERS OCCURS EVERY OTHER YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGES TO BY-LAWS MUST BE APPROVED BY MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE PRESIDENT AND BOARD MEMBERS. A COPY OF THE 990 WAS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ELECTED BOARD MEMBERS SIGN THE CONFLICT OF INTEREST FORM ANNUALLY. IF THE BOARD HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE BOARD GIVES THE MEMBER THE OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF AFTER FUTURE INVESTIGATION, THE BOARD DETERMINES THAT A FAILURE TO DISCLOSE HAS OCCURRED, IT TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE NORTH CAROLINA ONCOLOGY ASSOCIATION MAINTAINS ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AT ITS MANAGEMENT OFFICE IN ROCKVILLE, MARYLAND. THESE DOCUMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0730636
IRS990/TotalAssetsEOYAmt0911086
IRS990/TotalAssetsGrp/BOYAmt0730636
IRS990/TotalAssetsGrp/EOYAmt0911086
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0466000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0487606
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0166959
IRS990/TotalLiabilitiesEOYAmt0306364
IRS990/TotalLiabilitiesGrp/BOYAmt0166959
IRS990/TotalLiabilitiesGrp/EOYAmt0306364
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0563677
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0604722
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt053660
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt09060
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt053660
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0528720
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0730636
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0911086
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O ACCC 1801 RESEARCH BLVD 400
IRS990/USAddress/CityNm0ROCKVILLE
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd020850
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.NCOA-NORTHCAROLINA.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SIDDHARTH SHETH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03019849496
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH CAROLINA ONCOLOGY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0260085378
ReturnHeader/Filer/PhoneNum03019849496
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO ACCC 1801 RESEARCH BLVD 400
ReturnHeader/Filer/USAddress/CityNm0ROCKVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020850
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521392008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GELMAN ROSENBERG & FREEDMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04550 MONTGOMERY AVE SUITE 800N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208142930
ReturnHeader/PreparerPersonGrp/PhoneNum03019519090
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FREDERICK U LONGWOOD
ReturnHeader/ReturnTs02025-09-08T08:37:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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