Civic Intelligence

Nat'L Association of Iolta Programs

EIN 36-3519507 • 501(c)3 • Raleigh, NC

Profile

To enhance legal services for the poor and the administration of justice through the growth and development of iolta programs as effective grant- making institutions that provide a major source of funding and support for legal services for the poor, administration of justice, and other law- related public interest programs.

183 Wind Chime St Ste 203Raleigh, NC 27615

www.iolta.org

Siviq Scores

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

Liabilities / Assets

81st percentile

0.14x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

87th percentile

0.24x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

31st percentile

-10%

Higher net margin than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

63rd percentile

5.4%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

62nd percentile

8.2%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Up

$310,705

Up $18,368 (+6.3%) from 2024

Liabilities

Up

$44,767

Up $37,492 (+515%) from 2024

Net Assets

Down

$265,938

Down $19,124 (-6.7%) from 2024

Revenue

Down

$189,694

Down $9,367 (-4.7%) from 2024

Expenses

Up

$208,818

Up $54,357 (+35%) from 2024

Net Income

Down

-$19,124

Down $63,724 (-143%) from 2024

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $113,932Liabilities 2011: $0Net Assets 2011: $113,9322011Assets 2012: $110,301Liabilities 2012: $0Net Assets 2012: $110,3012012Assets 2013: $100,304Liabilities 2013: $0Net Assets 2013: $100,3042013Assets 2014: $252,545Liabilities 2014: $0Net Assets 2014: $252,5452014Assets 2015: $456,142Liabilities 2015: $0Net Assets 2015: $456,1422015Assets 2016: $487,825Liabilities 2016: $0Net Assets 2016: $487,8252016Assets 2017: $247,424Liabilities 2017: $0Net Assets 2017: $247,4242017Assets 2018: $111,323Liabilities 2018: $0Net Assets 2018: $111,3232018Assets 2019: $85,730Liabilities 2019: $0Net Assets 2019: $85,7302019Assets 2020: $186,789Net Assets 2020: $186,7892020Assets 2021: $239,778Liabilities 2021: $56,614Net Assets 2021: $183,1642021Assets 2022: $272,311Liabilities 2022: $75,564Net Assets 2022: $196,7472022Assets 2023: $279,665Liabilities 2023: $39,203Net Assets 2023: $240,4622023Assets 2024: $292,337Liabilities 2024: $7,275Net Assets 2024: $285,0622024Assets 2025: $310,705Liabilities 2025: $44,767Net Assets 2025: $265,9382025

Highlighted filing

2025

Assets$310,705
Liabilities$44,767
Net Assets$265,938

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2011: $8,550Expenses 2011: $8,911Net Income 2011: -$3612011Revenue 2012: $7,875Expenses 2012: $11,506Net Income 2012: -$3,6312012Revenue 2013: $9,534Expenses 2013: $19,531Net Income 2013: -$9,9972013Revenue 2014: $157,915Expenses 2014: $5,674Net Income 2014: $152,2412014Revenue 2015: $363,455Expenses 2015: $159,858Net Income 2015: $203,5972015Revenue 2016: $82,124Expenses 2016: $50,441Net Income 2016: $31,6832016Revenue 2017: $110,438Expenses 2017: $350,839Net Income 2017: -$240,4012017Revenue 2018: $9,293Expenses 2018: $145,394Net Income 2018: -$136,1012018Revenue 2019: $11,188Expenses 2019: $37,611Net Income 2019: -$26,4232019Revenue 2020: $145,679Expenses 2020: $44,620Net Income 2020: $101,0592020Revenue 2021: $108,076Expenses 2021: $83,235Net Income 2021: $24,8412021Revenue 2022: $107,872Expenses 2022: $94,289Net Income 2022: $13,5832022Revenue 2023: $162,177Expenses 2023: $118,462Net Income 2023: $43,7152023Revenue 2024: $199,061Expenses 2024: $154,461Net Income 2024: $44,6002024Revenue 2025: $189,694Expenses 2025: $208,818Net Income 2025: -$19,1242025

Highlighted filing

2025

Revenue$189,694
Expenses$208,818
Net Income-$19,124

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.11$0.45$2.66$1.90$2.09$0.19
2024Detailed filing. Detailed filing data is available for this year.$2.92$0.07$2.85$1.99$1.54$0.45
2023Detailed filing. Detailed filing data is available for this year.$2.80$0.39$2.40$1.62$1.18$0.44
2022Detailed filing. Detailed filing data is available for this year.$2.72$0.76$1.97$1.08$0.94$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.40$0.57$1.83$1.08$0.83$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.87$1.87$1.46$0.45$1.01
2019Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.11$0.38$0.26
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.09$1.45$1.36
2017Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$1.10$3.51$2.40
2016Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.82$0.50$0.32
2015Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$3.63$1.60$2.04
2014Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$1.58$0.06$1.52
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.10$0.20$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.08$0.12$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.09$0.09$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 20, 2025
Return Version
2024v5.0
Gross Receipts
$189,694
Mission and Program Overview

Mission

ASSIST IOLTA PROGRAMS

To enhance legal services for the poor and the administration of justice through the growth and development of iolta programs as effective grant- making institutions that provide a major source of funding and support for legal services for the poor, administration of justice, and other law- related public interest programs.

Program Services

DescriptionGrantsExpenses
CONDUCTED MEETINGS AND DISTRIBUTED INFORMATION REGARDING LEGAL SERVICES TO INDIGENT INDIVIDUALS, GRANTMAKING, FUNDRAISING, ADMINISTRATION, PUBLIC RELATIONS, LEGAL ISSUES AND OTHER MATTERS.-$167,577
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE FECKOPast Preside-$0--
ISAAC HARRINGTONDirector-$0--
ERIN WILCOTTDirector-$0--
ARACELIS GRAYDirector-$0--
WILLIAM PENNVice Preside-$0--
JOSH PATERSONDirector-$0--
STEPHANIE SANDNERTreasurer-$0--
TEHMINA ISLAMDirector-$0--
KIM PAULDINGDirector-$0--
TERRI SMITH-ASHFORDDirector-$0--
LUSHAWN PHILLIPSSecretary-$0--
JAMES SWOYERDirector-$0--
AMARIS TORRES RIVERADirector-$0--
MARY IRVINEPresident-$0--
MARY WALDMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
NAT'L ASSOCIATION OF IOLTA PROGRAMS
EIN
36-3519507
Phone
9194598586
Address
183 WIND CHIME ST STE 203, RALEIGH, NC 27615

Signing Officer

Name
Stephanie Sandner
Title
Treasurer
Phone
9194592070
Signed
2025-11-20
Discuss with paid preparer
Yes

Preparer

Firm
Joyce and Company CPA
Address
104 BRADY CT, CARY, NC 27511
Preparer
D Keith Joyce CPA
Phone
9194660946
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses subscription 160 supplies 324 database/website 2,972 member education 5,000 conference support 6,476 insurance 1,300 bank fees 80 miscellaneous 936 funder collaborative 37,500 national ta proj. 12,500 voices proj. 55,610 special membership proj. 13,836 total 136,694

Form 990-ez, Part II, Line 24

20,225 20,225 less accumulated amortization 20,225 20,225 total 0 0

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 50 7,795 deferred revenue 7,225 36,972

Form 990-ez, Part III

To enhance legal services for the poor and the administration of justice through the growth and development of iolta programs as effective grant- making institutions that provide a major source of funding and support for legal services for the poor, administration of justice, and other law- related public interest programs.

Raw XML Appendix198 raw XML fields

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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUBSCRIPTION 160 SUPPLIES 324 DATABASE/WEBSITE 2,972 MEMBER EDUCATION 5,000 CONFERENCE SUPPORT 6,476 INSURANCE 1,300 BANK FEES 80 MISCELLANEOUS 936 FUNDER COLLABORATIVE 37,500 NATIONAL TA PROJ. 12,500 VOICES PROJ. 55,610 SPECIAL MEMBERSHIP PROJ. 13,836 TOTAL 136,694
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt120,225 20,225 LESS ACCUMULATED AMORTIZATION 20,225 20,225 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 50 7,795 DEFERRED REVENUE 7,225 36,972
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO ENHANCE LEGAL SERVICES FOR THE POOR AND THE ADMINISTRATION OF JUSTICE THROUGH THE GROWTH AND DEVELOPMENT OF IOLTA PROGRAMS AS EFFECTIVE GRANT- MAKING INSTITUTIONS THAT PROVIDE A MAJOR SOURCE OF FUNDING AND SUPPORT FOR LEGAL SERVICES FOR THE POOR, ADMINISTRATION OF JUSTICE, AND OTHER LAW- RELATED PUBLIC INTEREST PROGRAMS.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
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