Civic Intelligence

Carolina Abortion Fund

990 • Fiscal year 2021 • EIN 45-3810502

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 26, 2022

PO Box 51534Durham, NC 27717

(855) 518-4603

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • NTEE E • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

22nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • NTEE E • $500k-$1M nonprofits • Source year 2021

Net Margin

66th percentile

21%

Higher net margin than 66% of similar nonprofits.

2021 filings • NTEE E • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

73rd percentile

$65,705

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2021 filings • NTEE E • $500k-$1M nonprofits • Source year 2021

Asset Growth

90th percentile

61%

Faster asset growth than 90% of similar nonprofits.

2021 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

74th percentile

29%

Faster revenue growth than 74% of similar nonprofits.

2021 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$303,475

Up $114,513 (+61%) from 2020

Net Assets

Up

$303,475

Up $114,513 (+61%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$534,539

Up $119,908 (+29%) from 2020

Expenses

Down

$420,026

Down $83,253 (-17%) from 2020

Net Income

Up

$114,513

Up $203,161 (+229%) from 2020

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2017: $119,746Net Assets 2017: $119,7462017Assets 2018: $403,400Liabilities 2018: $0Net Assets 2018: $403,4002018Assets 2019: $277,610Liabilities 2019: $0Net Assets 2019: $277,6102019Assets 2020: $188,962Liabilities 2020: $0Net Assets 2020: $188,9622020Assets 2021: $303,475Liabilities 2021: $0Net Assets 2021: $303,4752021Assets 2022: $1,698,726Liabilities 2022: $0Net Assets 2022: $1,698,7262022Assets 2023: $5,117,165Liabilities 2023: $2,024Net Assets 2023: $5,115,1412023Assets 2024: $6,496,932Liabilities 2024: $900Net Assets 2024: $6,496,0322024Assets 2025: $7,653,007Liabilities 2025: $1Net Assets 2025: $7,653,0062025

Highlighted filing

2021

Assets$303,475
Liabilities$0
Net Assets$303,475

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2017: $109,084Expenses 2017: $141,122Net Income 2017: -$32,0382017Revenue 2018: $447,240Expenses 2018: $163,587Net Income 2018: $283,6532018Revenue 2019: $198,949Expenses 2019: $325,298Net Income 2019: -$126,3492019Revenue 2020: $414,631Expenses 2020: $503,279Net Income 2020: -$88,6482020Revenue 2021: $534,539Expenses 2021: $420,026Net Income 2021: $114,5132021Revenue 2022: $2,017,461Expenses 2022: $622,210Net Income 2022: $1,395,2512022Revenue 2023: $4,362,985Expenses 2023: $946,570Net Income 2023: $3,416,4152023Revenue 2024: $2,709,034Expenses 2024: $1,328,143Net Income 2024: $1,380,8912024Revenue 2025: $2,522,434Expenses 2025: $1,365,460Net Income 2025: $1,156,9742025

Highlighted filing

2021

Revenue$534,539
Expenses$420,026
Net Income$114,513
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 26, 2022
Return Version
2020v4.1
Gross Receipts
$534,539
Mission and Program Overview

Mission

The Carolina Abortion Fund supports individuals who have decided to have an abortion by providing financial, logistical, and emotional support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$40,863$200,769▲ $159,906
Savings and Temporary Cash Investments$148,097$102,704▼ $45,393
Investments in Publicly Traded Securities$2$2→ $0
Total Assets$188,962$303,475▲ $114,513
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$170,569$297,475▲ $126,906
Net Assets With Donor Restrictions$18,393$6,000▼ $12,393
Total Net Assets Fund Balance$188,962$303,475▲ $114,513
Total Liabilities and Net Assets / Fund Balance$188,962$303,475▲ $114,513
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mars EarleDirector of EngagementFT$61,000$4,705$65,705
Toya LittleDirector of DevelopmentFT$55,000$5,227$60,227

Board Members and Trustees

NameTitle
Becki FernandezBoard Chair
Melissa RichardBoard Vice Chair
Brandi Collins CalhounBoard Member
Cypress BogansBoard Member
Justine Orlovsky-SchintzlerBoard Member
Lauren OvermanBoard Member
Maya HartBoard Member
Alissa EllisBoard Treasurer
Abigail RobertsDirector of Client Services
Revenue and Support

Revenue Composition

Contributions and Grants
$533,500
Program Service Revenue
$607
Investment Income
$432
Other Revenue
$0
All Other Contributions
$533,500
Change in Net Assets
$114,513
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$248,161
Salaries, Compensation, and Employee Benefits$134,806
Other Expenses$37,059
Total Fundraising Expense$19,883
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$248,161--$248,161
Current Officers, Directors, Trustees, and Key Employees$44,317$63,723$17,892$125,932
Fees for Services Accounting-$15,382-$15,382
Office Expenses$636$9,747$257$10,640
Payroll Taxes$3,123$4,490$1,261$8,874
Information Technology$151$6,212$61$6,424
Occupancy$845$1,214$341$2,400
Insurance-$690-$690
Fees for Services Other$176$365$71$612
Conferences and Meetings-$226-$226
Advertising-$105-$105
Other Expenses-$102-$102
Total Functional Expenses$297,409$102,734$19,883$420,026
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
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
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 governing body review Part VI line 11

Members of the Board of Directors will receive a copy of the Form 990 and the Treasurer will review and approve the Form 990 before it is filed by the CPA.

Conflict of interest policy compliance Part VI line 12C

The conflict of interest policy is reviewed at the first board meeting of the year and updated to maintain the most up to date practices and procedures. Each staff and board member is given the conflict of interest policy to read, re-evaluate, and make necessary changes.

Other officer or key employee compensation Part VI line 15B

During our quarterly board meeting board and staff discussed hiring a new Director of Client services. The salary was determined by doing a market analysis of comparable positions in other nonprofits. Once the salary was determined, the Board Treasurer offered this amount as possible salary to the board and with a unanimous vote it was decided whoever accepted this position would receive that amount of compensation.

Governing documents etc available to public Part VI line 19

The three most recent Form 990s (including financial information), the Bylaws, Articles of Incorporation, and Form 1023 application for exemption are provided to the public upon request.

Filing and Contact Details

Filer

Filer Name
Carolina Abortion Fund
EIN
45-3810502
Address
PO BOX 51534, DURHAM, NC 27717

Signing Officer

Name
Melissa Richard
Title
Board Vice Chai
Phone
8555184603
Signed
2022-07-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Becki Fernandez
Formed
2011
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
8
Employees
2
Volunteers
62

Preparer

Firm
Shanta Johnson CPA PLLC
Address
7800 Falls of Neuse Road - 98674, Raleigh, NC 27615
Preparer
Shanta Johnson
Phone
9198251194
Supplemental Narrative

Additional Explanations

Amended return information

Amended Schedule B - Schedule of Contributors to exempt Public Charity from the 2% limitation on Schedule A.Amended Schedule B - Schedule of Contributors to reflect prior years Anonymous through NNAF contributions.

Part III response or note to any other line in Part III

The Carolina Abortion Fund believes that everyone should be able to exercise reproductive self-determination, regardless of their income. Through small grants, we enable those with demonstrated need to overcome financial barriers to accessing abortion services in North and South Carolina. Founded in 2011 by a group of committed volunteers, the Carolina Abortion Fund is a grassroots feminist organization dedicated to reproductive justice for all communities in the Carolinas.

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IRS990/Form990PartVIISectionAGrp/TitleTxt10Director of Client Services
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IRS990/ProgSrvcAccomActy2Grp/Desc0Community Outreach - CAF expanded programming and volunteer support into new areas of North Carolina and into South Carolina. This includes relationships with clinic escort groups, medical and law students at multiple universities, and healthcare workers in and outside of abortion clinics. CAF collaborated with local and national abortion rights and reproductive health organizations to present film screenings, discussion panels, and interactive sessions on demystifying abortion care.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Reproductive Justice - CAF offered doula training sessions across the state to train community members able to offer emotional and practical resources to local callers. We collaborated with other local, regional, and national nonprofits to reassess our service delivery models and strengthen our programming at intersections of abortion care, economic justice, and other reproductive healthcare needs. CAF represented in conversations of overlapping scopes including queer healthcare and harm reduction.
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Abortion Funding & Practical Support
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Individual grants are directly paid to the clinic accounting departments to ensure that the funds are used properly.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Amended Schedule B - Schedule of Contributors to exempt Public Charity from the 2% limitation on Schedule A.Amended Schedule B - Schedule of Contributors to reflect prior years Anonymous through NNAF contributions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members of the Board of Directors will receive a copy of the Form 990 and the Treasurer will review and approve the Form 990 before it is filed by the CPA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The conflict of interest policy is reviewed at the first board meeting of the year and updated to maintain the most up to date practices and procedures. Each staff and board member is given the conflict of interest policy to read, re-evaluate, and make necessary changes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3During our quarterly board meeting board and staff discussed hiring a new Director of Client services. The salary was determined by doing a market analysis of comparable positions in other nonprofits. Once the salary was determined, the Board Treasurer offered this amount as possible salary to the board and with a unanimous vote it was decided whoever accepted this position would receive that amount of compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The three most recent Form 990s (including financial information), the Bylaws, Articles of Incorporation, and Form 1023 application for exemption are provided to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Carolina Abortion Fund believes that everyone should be able to exercise reproductive self-determination, regardless of their income. Through small grants, we enable those with demonstrated need to overcome financial barriers to accessing abortion services in North and South Carolina. Founded in 2011 by a group of committed volunteers, the Carolina Abortion Fund is a grassroots feminist organization dedicated to reproductive justice for all communities in the Carolinas.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Amended return information
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part III response or note to any other line in Part III
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Melissa Richard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board Vice Chai
ReturnHeader/BusinessOfficerGrp/PhoneNum08555184603
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-26

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