Civic Intelligence

Greentree Peer Support Program

990 • Fiscal year 2024 • EIN 46-3717372

Jul 01, 2023 to Jun 30, 2024 • Filed on Mar 17, 2025

2701 Stockton StreetWinstonsalem, NC 27127

(336) 429-4086

Siviq Scores

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

Liabilities / Assets

69th percentile

0.05x

Higher debt load relative to assets than 69% of similar nonprofits.

2024 filings • NTEE F • <$500k nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.04x

Higher debt load relative to revenue than 72% of similar nonprofits.

2024 filings • NTEE F • <$500k nonprofits • Source year 2024

Net Margin

59th percentile

12%

Higher net margin than 59% of similar nonprofits.

2024 filings • NTEE F • <$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$58,000

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

2024 filings • NTEE F • <$500k nonprofits • Source year 2024

Asset Growth

71st percentile

23%

Faster asset growth than 71% of similar nonprofits.

2024 filings • NTEE F • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

11%

Faster revenue growth than 58% of similar nonprofits.

2024 filings • NTEE F • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$311,500

Up $58,628 (+23%) from 2023

Net Assets

Up

$295,328

Up $54,897 (+23%) from 2023

Liabilities

Up

$16,172

Up $3,731 (+30%) from 2023

Revenue

Up

$452,730

Up $46,122 (+11%) from 2023

Expenses

Up

$397,833

Up $69,001 (+21%) from 2023

Net Income

Down

$54,897

Down $22,879 (-29%) from 2023

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2022: $176,814Liabilities 2022: $14,159Net Assets 2022: $162,6552022Assets 2023: $252,872Liabilities 2023: $12,441Net Assets 2023: $240,4312023Assets 2024: $311,500Liabilities 2024: $16,172Net Assets 2024: $295,3282024

Highlighted filing

2024

Assets$311,500
Liabilities$16,172
Net Assets$295,328

Operations Trend

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

$600K$400K$200K$0Revenue 2022: $333,830Expenses 2022: $276,638Net Income 2022: $57,1922022Revenue 2023: $406,608Expenses 2023: $328,832Net Income 2023: $77,7762023Revenue 2024: $452,730Expenses 2024: $397,833Net Income 2024: $54,8972024

Highlighted filing

2024

Revenue$452,730
Expenses$397,833
Net Income$54,897
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 17, 2025
Return Version
2023v6.0
Gross Receipts
$452,730
Mission and Program Overview

Mission

Our peer wellness center offers a free, safe, and open environment where people are validated and grow through social connection, wellness education, community and self-advocacy opportunities that help people live more meaningfully as members of our winston-salem community.

Greentree helps people become their best, healthiest selves through peer to peer support, wellness and self-help activities, community engagement, and advocacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$232,491$236,294▲ $3,803
Pledges and Grants Receivable$14,799$71,015▲ $56,216
Prepaid Expenses and Deferred Charges$2,804$787▼ $2,017
Total Assets$252,872$311,500▲ $58,628
Other Assets Total$2,778$3,404▲ $626
Liabilities
Accounts Payable and Accrued Expenses$12,441$16,172▲ $3,731
Total Liabilities$12,441$16,172▲ $3,731
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$227,027$241,178▲ $14,151
Net Assets With Donor Restrictions$13,404$54,150▲ $40,746
Total Net Assets Fund Balance$240,431$295,328▲ $54,897
Total Liabilities and Net Assets / Fund Balance$252,872$311,500▲ $58,628
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Laurie CokerExecutive DiFT$58,000$58,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$452,730
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$123,124
Change in Net Assets
$54,897

Audited Revenue Reconciliation

Revenue per Audited Statements
$452,730
Total Revenue per Audited Statements
$452,730
Total Revenue per Form 990
$452,730
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$211,056
Other Expenses$186,777
Total Fundraising Expense$6,912
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$100,436$20,667$3,963$125,066
Fees for Services Other$90,437--$90,437
Current Officers, Directors, Trustees, and Key Employees$46,578$9,585$1,838$58,001
Occupancy$30,516$629$315$31,460
Fees for Services Accounting$2,060$24,239$78$26,377
Payroll Taxes$12,991$2,673$512$16,176
Other Employee Benefits$11,813--$11,813
Office Expenses$10,922$62$31$11,015
Insurance$6,156$1,028$171$7,355
Travel$5,164--$5,164
Other Expenses$93$1,092$4$1,189
Total Functional Expenses$330,946$59,975$6,912$397,833

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$397,833
Total Expenses per Audited Statements$397,833
Total Expenses per Form 990$397,833
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
No
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 2

Marlen kuser r.v. Kuser treasurer director married

Form 990, Page 6, Part VI, Line 11B

The 990 will be shared among board members before being filed with the irs.

Form 990, Page 6, Part VI, Line 19

Governing documents, meeting minutes, and financial reports are available upon request.

Filing and Contact Details

Filer

Filer Name
Greentree Peer Support Program
EIN
46-3717372
Phone
3364294086
Address
2701 STOCKTON STREET, WINSTONSALEM, NC 27127

Signing Officer

Name
Lisa Menefee
Title
Chair
Phone
3364294086
Signed
2025-03-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laurie Coker
Formed
2013
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
7
Volunteers
6

Preparer

Firm
Butler Burke Llp
Address
100 CLUB OAKS COURT SUITE A, WINSTONSALEM, NC 27104
Preparer
Jane R Potter
Phone
3367682310
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Our peer wellness center offers a free, safe, and open environment where people are validated and grow through social connection, wellness education, community and self-advocacy opportunities that help people live more meaningfully as members of our winston-salem community.

Form 990, Page 2, Part III, Line 2

The nexus substance use recovery center program is a new program and has not been reflected on prior 990s. A program description is listed on part iii, line 4c.

Form 990, Page 2, Part III, Line 4D

The refuge crisis support program: we receive individuals mostly referred through hospital emergency departments or sometimes from public safety officers who are in significant distress but who do not fit criteria for need for inpatient care. We offer 24 to 48 hours of support and assist people to connect to much needed resources like health care, mental health care, shelters, social services, etc.

Form 990, Part IX, Line 11G

Contract services 90,437 0 0

Financial Statement Notes

Schedule D, Page 3, Part X

The organization is a not-for-profit organization and is exempt from income taxes under section 501(c)(3) of the internal revenue code. Accordingly, income tax expense is limited to activities that are deemed by the internal revenue service to be unrelated to their exempt purposes. The organization's primary tax positions relate to its status as a not- for-profit entity exempt from income taxes and classification of activities related to its exempt purposes. It is the opinion of management that the organization has no uncertain tax positions that would be subject to change upon examination. The organization is required to file a federal exempt organization tax return (form 990) annually to retain its exempt status. The organization is also required to file an exempt organization business income tax return (form 990-t) for any year gross unrelated business income exceeds 1,000. The organization's form 990 filings are generally subject to examination by the internal revenue service for three years after they are filed.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, INCOME TAX EXPENSE IS LIMITED TO ACTIVITIES THAT ARE DEEMED BY THE INTERNAL REVENUE SERVICE TO BE UNRELATED TO THEIR EXEMPT PURPOSES. THE ORGANIZATION'S PRIMARY TAX POSITIONS RELATE TO ITS STATUS AS A NOT- FOR-PROFIT ENTITY EXEMPT FROM INCOME TAXES AND CLASSIFICATION OF ACTIVITIES RELATED TO ITS EXEMPT PURPOSES. IT IS THE OPINION OF MANAGEMENT THAT THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT WOULD BE SUBJECT TO CHANGE UPON EXAMINATION. THE ORGANIZATION IS REQUIRED TO FILE A FEDERAL EXEMPT ORGANIZATION TAX RETURN (FORM 990) ANNUALLY TO RETAIN ITS EXEMPT STATUS. THE ORGANIZATION IS ALSO REQUIRED TO FILE AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) FOR ANY YEAR GROSS UNRELATED BUSINESS INCOME EXCEEDS 1,000. THE ORGANIZATION'S FORM 990 FILINGS ARE GENERALLY SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THREE YEARS AFTER THEY ARE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUR PEER WELLNESS CENTER OFFERS A FREE, SAFE, AND OPEN ENVIRONMENT WHERE PEOPLE ARE VALIDATED AND GROW THROUGH SOCIAL CONNECTION, WELLNESS EDUCATION, COMMUNITY AND SELF-ADVOCACY OPPORTUNITIES THAT HELP PEOPLE LIVE MORE MEANINGFULLY AS MEMBERS OF OUR WINSTON-SALEM COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE NEXUS SUBSTANCE USE RECOVERY CENTER PROGRAM IS A NEW PROGRAM AND HAS NOT BEEN REFLECTED ON PRIOR 990S. A PROGRAM DESCRIPTION IS LISTED ON PART III, LINE 4C.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE REFUGE CRISIS SUPPORT PROGRAM: WE RECEIVE INDIVIDUALS MOSTLY REFERRED THROUGH HOSPITAL EMERGENCY DEPARTMENTS OR SOMETIMES FROM PUBLIC SAFETY OFFICERS WHO ARE IN SIGNIFICANT DISTRESS BUT WHO DO NOT FIT CRITERIA FOR NEED FOR INPATIENT CARE. WE OFFER 24 TO 48 HOURS OF SUPPORT AND ASSIST PEOPLE TO CONNECT TO MUCH NEEDED RESOURCES LIKE HEALTH CARE, MENTAL HEALTH CARE, SHELTERS, SOCIAL SERVICES, ETC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MARLEN KUSER R.V. KUSER TREASURER DIRECTOR MARRIED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 990 WILL BE SHARED AMONG BOARD MEMBERS BEFORE BEING FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, MEETING MINUTES, AND FINANCIAL REPORTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONTRACT SERVICES 90,437 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4D
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LISA MENEFEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREENTREE PEER SUPPORT PROGRAM
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUTLER BURKE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CLUB OAKS COURT SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINSTONSALEM
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ReturnHeader/PreparerPersonGrp/PhoneNum03367682310
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE R POTTER
ReturnHeader/ReturnTs02025-03-24T10:47:56-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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