Civic Intelligence

Project Access of Durham County

990 • Fiscal year 2021 • EIN 26-1925378

Jul 01, 2020 to Jun 30, 2021 • Filed on May 12, 2022

PO Box 15339Durham, NC 27704

(919) 470-7262

Siviq Scores

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

Liabilities / Assets

56th percentile

0.14x

Higher debt load relative to assets than 56% of similar nonprofits.

2021 filings • NTEE E • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

42nd percentile

0.09x

Higher debt load relative to revenue than 42% of similar nonprofits.

2021 filings • NTEE E • $1M-$5M nonprofits • Source year 2021

Net Margin

59th percentile

14%

Higher net margin than 59% of similar nonprofits.

2021 filings • NTEE E • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

53rd percentile

$91,826

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2021 filings • NTEE E • $1M-$5M nonprofits • Source year 2021

Asset Growth

81st percentile

31%

Faster asset growth than 81% of similar nonprofits.

2021 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

134%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$767,495

Up $180,411 (+31%) from 2020

Net Assets

Up

$660,957

Up $178,644 (+37%) from 2020

Liabilities

Up

$106,538

Up $1,767 (+1.7%) from 2020

Revenue

Up

$1,249,582

Up $715,463 (+134%) from 2020

Expenses

Up

$1,078,317

Up $304,932 (+39%) from 2020

Net Income

Up

$171,265

Up $410,531 (+172%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $504,266Liabilities 2010: $53,804Net Assets 2010: $450,4622010Assets 2011: $461,074Liabilities 2011: $102,269Net Assets 2011: $358,8052011Assets 2012: $340,055Liabilities 2012: $90,772Net Assets 2012: $249,2832012Assets 2020: $587,084Liabilities 2020: $104,771Net Assets 2020: $482,3132020Assets 2021: $767,495Liabilities 2021: $106,538Net Assets 2021: $660,9572021Assets 2022: $703,870Liabilities 2022: $52,066Net Assets 2022: $651,8042022Assets 2023: $1,117,507Liabilities 2023: $397,358Net Assets 2023: $720,1492023Assets 2024: $756,927Liabilities 2024: $299,629Net Assets 2024: $457,2982024

Highlighted filing

2021

Assets$767,495
Liabilities$106,538
Net Assets$660,957

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $628,4962010Expenses 2011: $643,6182011Expenses 2012: $630,9852012Revenue 2020: $534,119Expenses 2020: $773,385Net Income 2020: -$239,2662020Revenue 2021: $1,249,582Expenses 2021: $1,078,317Net Income 2021: $171,2652021Revenue 2022: $1,041,098Expenses 2022: $1,041,308Net Income 2022: -$2102022Revenue 2023: $1,363,919Expenses 2023: $1,292,166Net Income 2023: $71,7532023Revenue 2024: $866,263Expenses 2024: $1,134,808Net Income 2024: -$268,5452024

Highlighted filing

2021

Revenue$1,249,582
Expenses$1,078,317
Net Income$171,265
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 12, 2022
Return Version
2020v4.2
Gross Receipts
$1,249,601
Mission and Program Overview

Mission

Our mission is to improve the health of uninsured and underinsured durham county residents by providing access to an organized system of comprehensive care and collaborating with community partners to address barriers to health.

Provide underserved durham county residents with access to donated specialty medical care, prescription medications, patient management services, and assistance to enroll in health insurance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$344,925$309,175▼ $35,750
Pledges and Grants Receivable$136,098$274,407▲ $138,309
Inventories for Sale or Use$101,295$105,120▲ $3,825
Investments Other Securities-$70,193-
Land, Buildings, and Equipment, Net$3,379$5,405▲ $2,026
Accounts Receivable$1,387$3,195▲ $1,808
Total Assets$587,084$767,495▲ $180,411
Liabilities
Unsecured Notes Loans Payable$76,500$76,500→ $0
Accounts Payable and Accrued Expenses$28,271$30,038▲ $1,767
Total Liabilities$104,771$106,538▲ $1,767
Net Assets / Fund Balance
Net Assets With Donor Restrictions$170,336$391,595▲ $221,259
Net Assets Without Donor Restrictions$311,977$269,362▼ $42,615
Total Net Assets Fund Balance$482,313$660,957▲ $178,644
Total Liabilities and Net Assets / Fund Balance$587,084$767,495▲ $180,411

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,405$20,052$25,457
Other Securities$70,193--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sally WilsonExecutive DirectorFT$80,256$11,570$91,826
Revenue and Support

Revenue Composition

Contributions and Grants
$1,247,572
Program Service Revenue
$0
Investment Income
$2,010
Other Revenue
$0
All Other Contributions
$765,595
Change in Net Assets
$171,265

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,249,582
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$13,702
Total Revenue per Audited Statements
$1,263,284
Total Revenue per Form 990
$1,249,582
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$666,249
Other Expenses$412,068
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$431,843$40,269-$472,112
Other Expenses$155,290--$155,290
Fees for Services Other$143,246$5,626-$148,872
Current Officers, Directors, Trustees, and Key Employees$73,344$18,336-$91,680
Other Employee Benefits$53,111$6,081-$59,192
Payroll Taxes$38,839$4,426-$43,265
Occupancy$29,092$2,530-$31,622
Office Expenses$28,926$2,515-$31,441
Information Technology$17,895$2,800-$20,695
Fees for Services Accounting-$6,680-$6,680
Insurance-$6,498-$6,498
Travel$4,578--$4,578
Advertising$2,251--$2,251
Conferences and Meetings$2,230--$2,230
Depreciation Depletion$1,720$191-$1,911
Total Functional Expenses$982,365$95,952$0$1,078,317

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,084,640
Expenses per Audited Statements$1,078,317
Total Expenses per Form 990$1,078,317
Expenses Not Reported on Form 990$6,323
Expenses Not Reported on Financial Statements$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Line 11B

The form 990 is prepared by an independent cpa firm. The form is provided to the executive director, finance committee, and fundraising committee. Upon their approval, the form is filed with the irs. The form 990 is available to each member of the board of directors.

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

Each board member is annually required to sign an acknowledgement that they have read and understand the conflict of interest policy.

Form 990, Part VI, Section B, Line 15

Compensation for all salaried positions is set/approved by the finance and fundraising committee and executive committee. They consider salaries for comparable positions.

Form 990, Part VI, Section C, Line 18

Forms 1023,990 and 990-t are available to the public upon written request at the main office and on guidestar.

Form 990, Part VI, Section C, Line 19

Governing documents are available to the public upon written request at the main office.

Filing and Contact Details

Filer

Filer Name
Project Access of Durham County
EIN
26-1925378
Phone
9194707262
Address
PO BOX 15339, DURHAM, NC 27704

Signing Officer

Name
Henry Scherich Phd
Title
Treasurer
Phone
9192372356
Signed
2022-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sally Wilson
Formed
2008
Legal Domicile
Nc
Voting Board Members
22
Independent Board Members
22
Employees
15
Volunteers
12

Preparer

Firm
Neal Bradsher & Taylor Pa
Address
4721 EMPEROR BOULEVARD SUITE 130, DURHAM, NC 27703
Preparer
Michael Clonch
Phone
9194893369
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Temporary help: program service expenses 143,246. Management and general expenses 5,626. Fundraising expenses 0. Total expenses 148,872.

FORM 990, PART XII, LINE 2C:

The finance committee of the board of directors assumes responsibility for the oversight of the audit. This process has not changed from prior year.

Financial Statement Notes

PART X, LINE 2:

Income tax status the organization is exempt from federal income tax under section 501(c)(3) of the internal revenue code. However, income from certain activities not directly related to the organization's tax-exempt purpose is subject to taxation as unrelated business income. Management has considered the tax positions taken in its tax returns and believes that all of the positions taken by the organization in its federal exempt organization tax returns are more likely-than-not to be sustained upon examination. Generally, the organization's tax returns remain open for three years for examination by taxing authorities. The organization does not believe there are any material uncertain tax positions and, accordingly, it did not recognize any liability for unrecognized tax benefits.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt01318
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GovernmentGrantsAmt0481977
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01337
IRS990/GrossReceiptsAmt01249601
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02800
IRS990/InformationTechnologyGrp/ProgramServicesAmt017895
IRS990/InformationTechnologyGrp/TotalAmt020695
IRS990/InsuranceGrp/ManagementAndGeneralAmt06498
IRS990/InsuranceGrp/TotalAmt06498
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0101295
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0105120
IRS990/InvestmentIncomeGrp/ExclusionAmt0692
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0692
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt070193
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt020052
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03379
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05405
IRS990/LandBldgEquipCostOrOtherBssAmt025457
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt019
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OUR MISSION IS TO IMPROVE THE HEALTH OF UNINSURED AND UNDERINSURED DURHAM COUNTY RESIDENTS BY PROVIDING ACCESS TO AN ORGANIZED SYSTEM OF COMPREHENSIVE CARE AND COLLABORATING WITH COMMUNITY PARTNERS TO ADDRESS BARRIERS TO HEALTH.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0482313
IRS990/NetAssetsOrFundBalancesEOYAmt0660957
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01318
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01318
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt07379
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0311977
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0269362
IRS990/NoncashContributionsAmt015966
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02530
IRS990/OccupancyGrp/ProgramServicesAmt029092
IRS990/OccupancyGrp/TotalAmt031622
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02515
IRS990/OfficeExpensesGrp/ProgramServicesAmt028926
IRS990/OfficeExpensesGrp/TotalAmt031441
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06081
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt053111
IRS990/OtherEmployeeBenefitsGrp/TotalAmt059192
IRS990/OtherExpensesGrp/Desc0PATIENT CARE
IRS990/OtherExpensesGrp/ProgramServicesAmt0155290
IRS990/OtherExpensesGrp/TotalAmt0155290
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt040269
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0431843
IRS990/OtherSalariesAndWagesGrp/TotalAmt0472112
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04426
IRS990/PayrollTaxesGrp/ProgramServicesAmt038839
IRS990/PayrollTaxesGrp/TotalAmt043265
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0136098
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0274407
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SALLY WILSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0RESTORE AND LOAN OUT DONATED MEDICAL EQUIPMENT FOR RESIDENTS OF DURHAM COUNTY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt031567
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE CASE CONSULTATION, CARE MANAGEMENT, AND SHORT TERM HOUSING SUPPORT FOR HOMELESS PERSONS IN DURHAM WITH ACUTE OR CHRONIC MEDICAL ISSUES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0219087
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SUPPORT COMMUNITY HEALTH WORKER WORKFORCE DEVELOPMENT IN DURHAM COUNTY
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0216289
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0532324
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01795
IRS990/PYOtherExpensesAmt0303425
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-239266
IRS990/PYSalariesCompEmpBnftPaidAmt0469960
IRS990/PYTotalExpensesAmt0773385
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0534119
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0171265
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0344925
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0309175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01247572
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0532324
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0553399
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01173199
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0422766
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03929260
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0692
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01795
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02323
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01303
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0247
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06360
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04728
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67530
IRS990ScheduleA/PublicSupportPY170Pct00.61040
IRS990ScheduleA/PublicSupportTotal170Amt02657627
IRS990ScheduleA/SubstantialContributorsTotAmt01271633
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01247572
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0532324
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0553399
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01173199
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0422766
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03929260

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