Civic Intelligence

National Association of Iolta Programs

990EZ • Fiscal year 2020 • EIN 36-3519507

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 19, 2020

110 Horizon Drive Suite 210Raleigh, NC 27615

(919) 459-8586

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

94th percentile

69%

Higher net margin than 94% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

89th percentile

118%

Faster asset growth than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

1202%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$186,789

Up $101,059 (+118%) from 2019

Net Assets

Up

$186,789

Up $101,059 (+118%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$145,679

Up $134,491 (+1202%) from 2019

Expenses

Up

$44,620

Up $7,009 (+19%) from 2019

Net Income

Up

$101,059

Up $127,482 (+482%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$186,789
Liabilities-
Net Assets$186,789

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$145,679
Expenses$44,620
Net Income$101,059
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 19, 2020
Return Version
2019v5.0
Gross Receipts
$145,679
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 INDIGENTS, GRANTMAKING, FUND-RAISING, ADMINISTRATION, PUBLIC RELATIONS, LEGAL ISSUES AND OTHER MATTERS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID HOLTERMANNPresidentPT$0--
AMY JOHNSONVice PresidePT$0--
STEPHANIE LIBHARTTreasurerPT$0--
JENNIFER BENTLEYSecretaryPT$0--
JUDITH BAKERPast PresidePT$0--
BARRI BERNSTEINDirector-$0--
DENISE BROWNDirector-$0--
TRACY DANIELDirector-$0--
ANGIE DORSCHDirector-$0--
KARL DOSSDirector-$0--
CHRISTINE FECKODirector-$0--
BRIDGET GERNANDERDirector-$0--
MARY IRVINEDirector-$0--
DEBORAH DUNCANAclf Represe-$0--
Filing and Contact Details

Filer

Filer Name
National Association of
EIN
36-3519507
Address
110 HORIZON DRIVE SUITE 210, RALEIGH, NC 27615

Signing Officer

Name
Christine Fecko
Title
Director
Signed
2020-10-19
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 telephone 509 supplies 104 information technology 999 travel 3,575 insurance 1,250 bank fees 42 miscellaneous 389 total 6,868

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 Appendix190 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13ACLF REPRESE
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/PrintingPublicationsPostageAmt055
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TELEPHONE 509 SUPPLIES 104 INFORMATION TECHNOLOGY 999 TRAVEL 3,575 INSURANCE 1,250 BANK FEES 42 MISCELLANEOUS 389 TOTAL 6,868
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARY
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ReturnHeader/PreparerPersonGrp/PhoneNum09194660946
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D KEITH JOYCE CPA
ReturnHeader/ReturnTs02020-10-27T07:35:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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