Civic Intelligence

American Cleft Palate -

EIN 43-0793521 • 501(c)3 • Chapel Hill, NC

View Organization Page

Profile

Partnering with patients, families, and professionals, acpa values excellence in collaboration, support, education, innovative research, and interdisciplinary team care.

510 Meadowmont Village Cir 377Chapel Hill, NC 27517

www.acpa-cpf.org

Siviq Scores

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

Liabilities / Assets

48th percentile

0.06x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

64th percentile

0.18x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

27th percentile

-6.4%

Higher net margin than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

53rd percentile

4.9%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-29%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$4,947,826

Up $347,988 (+7.6%) from 2023

Liabilities

Down

$263,385

Down $1,825 (-0.7%) from 2023

Net Assets

Up

$4,684,441

Up $349,813 (+8.1%) from 2023

Operations
Liabilities / Revenue64th percentileNet Margin27th percentile

Revenue

Up

$1,717,290

Up $240,340 (+16%) from 2023

Expenses

Up

$1,704,271

Up $133,528 (+8.5%) from 2023

Net Income

Up

$13,019

Up $106,812 (+114%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,902,824Liabilities 2011: $336,836Net Assets 2011: $1,565,9882011Assets 2012: $1,961,924Liabilities 2012: $340,452Net Assets 2012: $1,621,4722012Assets 2013: $2,305,730Liabilities 2013: $438,351Net Assets 2013: $1,867,3792013Assets 2014: $2,302,926Liabilities 2014: $435,267Net Assets 2014: $1,867,6592014Assets 2015: $1,995,964Liabilities 2015: $403,172Net Assets 2015: $1,592,7922015Assets 2016: $2,553,773Liabilities 2016: $277,639Net Assets 2016: $2,276,1342016Assets 2017: $3,240,753Liabilities 2017: $339,589Net Assets 2017: $2,901,1642017Assets 2018: $3,335,564Liabilities 2018: $321,835Net Assets 2018: $3,013,7292018Assets 2019: $3,668,646Liabilities 2019: $428,241Net Assets 2019: $3,240,4052019Assets 2020: $3,641,702Liabilities 2020: $460,036Net Assets 2020: $3,181,6662020Assets 2021: $4,398,281Liabilities 2021: $285,001Net Assets 2021: $4,113,2802021Assets 2022: $4,385,249Liabilities 2022: $300,473Net Assets 2022: $4,084,7762022Assets 2023: $4,599,838Liabilities 2023: $265,210Net Assets 2023: $4,334,6282023Assets 2024: $4,947,826Liabilities 2024: $263,385Net Assets 2024: $4,684,4412024

Highlighted filing

2024

Assets$4,947,826
Liabilities$263,385
Net Assets$4,684,441
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $659,8542011Expenses 2012: $852,1202012Expenses 2013: $1,314,4792013Revenue 2014: $842,860Expenses 2014: $898,620Net Income 2014: -$55,7602014Revenue 2015: $921,140Expenses 2015: $1,180,220Net Income 2015: -$259,0802015Revenue 2016: $1,926,607Expenses 2016: $1,229,965Net Income 2016: $696,6422016Revenue 2017: $1,058,818Expenses 2017: $1,313,912Net Income 2017: -$255,0942017Revenue 2018: $1,683,204Expenses 2018: $1,579,063Net Income 2018: $104,1412018Revenue 2019: $1,735,794Expenses 2019: $1,502,614Net Income 2019: $233,1802019Revenue 2020: $906,265Expenses 2020: $1,173,117Net Income 2020: -$266,8522020Revenue 2021: $1,735,845Expenses 2021: $1,086,265Net Income 2021: $649,5802021Revenue 2022: $2,071,636Expenses 2022: $1,545,142Net Income 2022: $526,4942022Revenue 2023: $1,476,950Expenses 2023: $1,570,743Net Income 2023: -$93,7932023Revenue 2024: $1,717,290Expenses 2024: $1,704,271Net Income 2024: $13,0192024

Highlighted filing

2024

Revenue$1,717,290
Expenses$1,704,271
Net Income$13,019
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$4,947,826
Liabilities
$263,385
Net assets
$4,684,441
Revenue
$1,717,290
Expenses
$1,704,271
Net income
$13,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.95$0.26$4.68$1.72$1.70$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.60$0.27$4.33$1.48$1.57$0.09
2022Detailed filing. Detailed filing data is available for this year.$4.39$0.30$4.08$2.07$1.55$0.53
2021Detailed filing. Detailed filing data is available for this year.$4.40$0.29$4.11$1.74$1.09$0.65
2020Detailed filing. Detailed filing data is available for this year.$3.64$0.46$3.18$0.91$1.17$0.27
2019Detailed filing. Detailed filing data is available for this year.$3.67$0.43$3.24$1.74$1.50$0.23
2018Detailed filing. Detailed filing data is available for this year.$3.34$0.32$3.01$1.68$1.58$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.24$0.34$2.90$1.06$1.31$0.26
2016Detailed filing. Detailed filing data is available for this year.$2.55$0.28$2.28$1.93$1.23$0.70
2015Detailed filing. Detailed filing data is available for this year.$2.00$0.40$1.59$0.92$1.18$0.26
2014Detailed filing. Detailed filing data is available for this year.$2.30$0.44$1.87$0.84$0.90$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.44$1.87$1.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.34$1.62$0.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.34$1.57$0.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 17, 2025
Return Version
2024v5.0
Gross Receipts
$1,722,630
Mission and Program Overview

Mission

To optimize the interdisciplinary care of persons affected by cleft lip, cleft palate, and other cranioficaial anomalies. To make concerned professionals aware of new clinical research information to improve patient outcomes in the delivery of coordinated team care.

Creating a world where people with cleft and craniofacial conditions thrive.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,629,793$4,047,991▲ $418,198
Savings and Temporary Cash Investments-$597,859-
Prepaid Expenses and Deferred Charges$100,292$160,876▲ $60,584
Cash and Non-Interest-Bearing Accounts$826,894$67,825▼ $759,069
Accounts Receivable$10,800$45,897▲ $35,097
Inventories for Sale or Use$28,880$23,540▼ $5,340
Pledges and Grants Receivable$1,000--
Total Assets$4,599,838$4,947,826▲ $347,988
Other Assets Total$2,179$3,838▲ $1,659
Liabilities
Deferred Revenue$215,431$233,124▲ $17,693
Accounts Payable and Accrued Expenses$49,779$30,261▼ $19,518
Total Liabilities$265,210$263,385▼ $1,825
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,178,828$3,539,620▲ $360,792
Net Assets With Donor Restrictions$1,155,800$1,144,821▼ $10,979
Total Net Assets Fund Balance$4,334,628$4,684,441▲ $349,813
Total Liabilities and Net Assets / Fund Balance$4,599,838$4,947,826▲ $347,988

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$723,895-▲ $16,623-$740,518
2023$657,796-▲ $69,099-$723,895
2022$804,417-▼ $145,121-$657,796
2021$725,125-▲ $79,292-$804,417
2020$674,914-▲ $50,211-$725,125
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adam LevyExecutive DirectorFT$179,350$5,715$185,065
Jamie PerryEx-officio-$29,000-$29,000

Board Members and Trustees

NameTitle
John CaccamesePast-president
Adriane BaylissPresident
Oksana JacksonPresident-elect
Steven GoudyVice President
Canice CrerandVice President-elect
Deji FashemoBoard Member
Gregory PearsonBoard Member
Joli ChouBoard Member
Kelly Nett CorderoBoard Member
Lindsay SchusterBoard Member
Mel PloutzBoard Member
Jame CrayCommunications Officer
Stephen LenEx-officio
Suzanne SantomieriEx-officio
Scott DaileyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$794,544
Program Service Revenue
$641,000
Investment Income
$211,467
Other Revenue
$70,279
All Other Contributions
$357,601
Change in Net Assets
$13,019

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,722,630
Revenue Not Reported on Financial Statements
$-5,340
Revenue Not Reported on Form 990
$265,060
Other Revenue Adjustments
$-5,340
Total Revenue per Audited Statements
$1,987,690
Total Revenue per Form 990
$1,717,290
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,018,463
Salaries, Compensation, and Employee Benefits$650,308
Total Fundraising Expense$94,023
Grants and Similar Amounts Paid$35,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$422,080$25,825$52,714$500,619
Conferences and Meetings$388,753$23,972$1,185$413,910
Fees for Services Other$120,111$9,590$1,225$130,926
Office Expenses$32,390$46,003$4,096$82,489
Travel$39,718$28,606$5,418$73,742
Fees for Services Accounting-$58,411-$58,411
Other Employee Benefits$48,703$2,980$6,083$57,766
Payroll Taxes$33,002$2,019$4,122$39,143
Fees for Service Investment Mgmnt Fees-$37,904-$37,904
Current Officers, Directors, Trustees, and Key Employees$24,450$1,496$3,054$29,000
Pension Plan Contributions$20,049$1,227$2,504$23,780
Fees for Services Management$20,725--$20,725
Grants to Domestic Orgs$20,000--$20,000
Grants to Domestic Individuals$15,500--$15,500
Insurance-$11,865-$11,865
Occupancy$8,382$1,122-$9,504
All Other Expenses$2,244$585$770$3,599
Other Expenses$13,000$3,419$12,852$3,419
Fees for Services Legal-$1,776-$1,776
Advertising$50$639-$689
Information Technology$160$18-$178
Total Functional Expenses$1,348,632$261,616$94,023$1,704,271

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,704,271
Total Expenses per Audited Statements$1,671,707
Expenses per Audited Statements$1,666,367
Expenses Not Reported on Financial Statements$37,904
Expenses Not Reported on Form 990$5,340
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Wisconsin - La CrosseLa Crosse, WIState CollegeRandall/larossa Honors College Scholarship Award$10,000
Illinois State UniversityNormal, ILState CollegeAcpa Randall/larossa General College Scholarship Award$5,000
Kentucky Welding InstituteFlemingsburg, KYN/aRandall/larossa Vocational College Scholarship Award$5,000
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
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has dues-paying members who participate in certain activities as outlined in the bylaws.”

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

“A ballot for elections is distributed by mail or electronically to membership. Election is by the plurality of votes of the voting members returning ballots in such election.”

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

“Changes to the bylaws require approval of the members.”

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

“All board members receive a copy of the independent audit report and a copy of the 990 via email before it is filed.”

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

“Staff reviews the conflict of interest disclosure statements and brings any potential conflicts to the attention of the board of directors for discussion at the beginning of each board meeting. Members are asked to make new disclosures, if any.”

Form 990, Part VI, Section B, Line 15A

“Comparative salary information is collected and presented to the association's executive committee for review and deliberation before that body decides on a recommended compensation for the executive director. Compensation is negotiated by the board president and treasurer and included in the board-approved budget.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policies, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
American Cleft Palate -
EIN
43-0793521
Phone
9199339044
Address
510 MEADOWMONT VILLAGE CIR 377, CHAPEL HILL, NC 27517

Signing Officer

Name
Scott Dailey
Title
Treasurer
Phone
9199339044
Signed
2025-03-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Dailey
Formed
1974
Legal Domicile
Pa
Voting Board Members
16
Independent Board Members
15
Employees
6
Volunteers
150

Preparer

Firm
Sharpe Patel CPA
Address
5510 SIX FORKS ROAD SUITE 140, RALEIGH, NC 27609
Preparer
Rebecca Fisher
Phone
7044993893
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The endowment is comprised of various investments. Endowment assets are invested in a manner that attempts to provide a predictable stream of funding to programs supported by the endowment, while seeking to maintain the purchasing power of the endowment assets.”

PART X, LINE 2:

“The association is exempt from income taxes as a not-for-profit association under internal revenue service (irs) code section 501(c)(3). During the year ended december 31, 2024, the association reported no unrelated business taxable income, which is defined by the irs as gross income derived from any unrelated trade or business that is not substantially related to the association's tax-exempt purpose. Accordingly, no provision for income taxes has been recorded. The association files a federal income tax return annually for informational purposes only. The association adopted the provisions of fasb asc 740-10-25 accounting for uncertainty in income taxes. Under this provision, an association must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more likely than not the position will be sustained. The implementation had no impact on the association's financial statements. The association does not believe there are any material uncertain tax positions and, accordingly, it will not recognize any liability for unrecognized tax benefits. The association is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax years in progress. The association believes it is no longer subject to income tax examinations for the years prior to 2021. At december 31, 2024, the association has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment expenses to part ix”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“COGS TO PART VIII”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“COGS TO PART VIII”

Raw XML AppendixShowing 400 of 685 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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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
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IRS990/Form990PartVIISectionAGrp/PersonNm1ADRIANE BAYLISS
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN CACCAMESE
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IRS990/Form990PartVIISectionAGrp/PersonNm4STEVEN GOUDY
IRS990/Form990PartVIISectionAGrp/PersonNm5CANICE CRERAND
IRS990/Form990PartVIISectionAGrp/PersonNm6SCOTT DAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm7JAME CRAY
IRS990/Form990PartVIISectionAGrp/PersonNm8JOLI CHOU
IRS990/Form990PartVIISectionAGrp/PersonNm9KELLY NETT CORDERO
IRS990/Form990PartVIISectionAGrp/PersonNm10DEJI FASHEMO
IRS990/Form990PartVIISectionAGrp/PersonNm11STEPHEN LEN
IRS990/Form990PartVIISectionAGrp/PersonNm12GREGORY PEARSON
IRS990/Form990PartVIISectionAGrp/PersonNm13MEL PLOUTZ
IRS990/Form990PartVIISectionAGrp/PersonNm14SUZANNE SANTOMIERI
IRS990/Form990PartVIISectionAGrp/PersonNm15LINDSAY SCHUSTER
IRS990/Form990PartVIISectionAGrp/PersonNm16ADAM LEVY
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7COMMUNICATIONS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
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IRS990/FormationYr01974
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IRS990/GrantsToOrganizationsInd01
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IRS990/MissionDesc0PARTNERING WITH PATIENTS, FAMILIES, AND PROFESSIONALS, ACPA VALUES EXCELLENCE IN COLLABORATION, SUPPORT, EDUCATION, INNOVATIVE RESEARCH, AND INTERDISCIPLINARY TEAM CARE.
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IRS990/ProgSrvcAccomActy2Grp/Desc0MEMBERSHIP AND TEAM SERVICES AIMS TO:A) CREATE AND MAINTAIN A DIVERSE NETWORK OF PROFESSIONALS INVOLVED WITH CLINICAL TEAM CARE AND RESEARCH RELATING TO INDIVIDUALS AFFECTED BY CLEFT LIP, CLEFT PALATE, AND OTHER CRANIOFACIAL ABNORMALITIES.B) PARTNER WITH FAMILY SERVICES TO IMPROVE THE QUALITY OF TEAM CARE AND ADVOCATE FOR IMPROVED PATIENT CARE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0500464
IRS990/ProgSrvcAccomActy3Grp/Desc0OUTREACH AND ALLIANCES AIMS TO:A) EDUCATE THE PUBLIC ABOUT THE IMPORTANCE OF TEAM CARE AS IT RELATES TO INDIVIDUALS AFFECTED BY FACIAL BIRTH DEFECTS.B) PARTNER WITH ALLIED ORGANIZATIONS TO ENHANCE CAPABILITIES TO ACHIEVE STRATEGIC OBJECTIVES RELATED TO PATIENT CARE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt036800
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IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/ReportProgramRelatedInvstInd00

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