Civic Intelligence

Generations Family Services

EIN 47-5645509 • 501(c)3 • Raleigh, NC

Profile

To improve and sustain the quality and wellbeing of individuals' lives within their established communities by providing fiduciary, professional and sound financial management planning, collaborative social services, and serving as a guardian or in other similar fiduciary capacities.

7283 Veterans Parkway Ste 102-335Raleigh, NC 27603

www.generationsfamilyservices.org

Siviq Scores

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

Liabilities / Assets

95th percentile

1.30x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

0.69x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

20th percentile

-14%

Higher net margin than 20% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

16th percentile

-14%

Faster asset growth than 16% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

31%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$375,377

Down $62,598 (-14%) from 2023

Liabilities

Up

$489,704

Up $36,334 (+8.0%) from 2023

Net Assets

Down

-$114,327

Down $98,932 (-643%) from 2023

Revenue

Up

$709,112

Up $169,283 (+31%) from 2023

Expenses

Up

$808,044

Up $234,243 (+41%) from 2023

Net Income

Down

-$98,932

Down $64,960 (-191%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2015: $0Liabilities 2015: $02015Assets 2018: $1,420Liabilities 2018: $13,835Net Assets 2018: -$12,4152018Assets 2019: $11,547Liabilities 2019: $9,8102019Assets 2020: $20,908Liabilities 2020: $20,549Net Assets 2020: $3592020Assets 2021: $606,905Liabilities 2021: $571,551Net Assets 2021: $35,3542021Assets 2022: $479,174Liabilities 2022: $459,536Net Assets 2022: $19,6382022Assets 2023: $437,975Liabilities 2023: $453,370Net Assets 2023: -$15,3952023Assets 2024: $375,377Liabilities 2024: $489,704Net Assets 2024: -$114,3272024

Highlighted filing

2024

Assets$375,377
Liabilities$489,704
Net Assets-$114,327

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2018: $94,103Expenses 2018: $92,953Net Income 2018: $1,1502018Revenue 2019: $158,184Expenses 2019: $144,032Net Income 2019: $14,1522019Revenue 2020: $277,682Expenses 2020: $279,060Net Income 2020: -$1,3782020Revenue 2021: $387,497Expenses 2021: $342,398Net Income 2021: $45,0992021Revenue 2022: $429,820Expenses 2022: $445,536Net Income 2022: -$15,7162022Revenue 2023: $539,829Expenses 2023: $573,801Net Income 2023: -$33,9722023Revenue 2024: $709,112Expenses 2024: $808,044Net Income 2024: -$98,9322024

Highlighted filing

2024

Revenue$709,112
Expenses$808,044
Net Income-$98,932

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Jun 12, 2025
Return Version
2023v6.0
Gross Receipts
$709,112
Mission and Program Overview

Mission

Improve/sustain the quality and wellbeing of individuals' lives within their established communities by providing fiduciary, professional and sound financial management planning, collaborative social services, and serving as a guardian or in other similar fiduciary capacities.

To improve and sustain the quality and wellbeing of individuals' lives within their established communities by providing fiduciary, professional and sound financial management planning, collaborative social services, and serving as a guardian or in other similar fiduciary capacities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$12,781$3,957▼ $8,824
Land, Buildings, and Equipment, Net$950$3,337▲ $2,387
Total Assets$437,975$375,377▼ $62,598
Other Assets Total$424,244$368,083▼ $56,161
Liabilities
Escrow Account Liability$424,244$368,083▼ $56,161
Other Liabilities$14,226$106,721▲ $92,495
Unsecured Notes Loans Payable$14,900$14,900→ $0
Total Liabilities$453,370$489,704▲ $36,334
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-15,395$-114,327▼ $98,932
Total Net Assets Fund Balance$-15,395$-114,327▼ $98,932
Total Liabilities and Net Assets / Fund Balance$437,975$375,377▼ $62,598

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,337$9,103$12,440
Other Assets Org$368,083--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Andrize PatrickExecutive DiFT$88,900$88,900

Board Members and Trustees

NameTitle
Lori BryantPresident
Paula Crawford HarrisVice Chair
Kiki HughesSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$15,000
Program Service Revenue
$694,095
Investment Income
$17
Other Revenue
$0
All Other Contributions
$15,000
Change in Net Assets
$-98,932

Audited Revenue Reconciliation

Revenue per Audited Statements
$709,112
Total Revenue per Audited Statements
$709,112
Total Revenue per Form 990
$709,112
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$673,942
Other Expenses$134,102
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$334,838$83,709-$418,547
Payroll Taxes$112,796$28,199-$140,995
Current Officers, Directors, Trustees, and Key Employees$91,520$22,880-$114,400
Occupancy$18,184$4,546-$22,730
Office Expenses$17,368$4,342-$21,710
Insurance$15,365$3,841-$19,206
Information Technology$9,490$2,372-$11,862
Depreciation Depletion-$7,614-$7,614
Interest-$6,075-$6,075
All Other Expenses$4,400$1,100-$5,500
Other Expenses$4,282$1,070-$5,352
Fees for Services Accounting-$4,750-$4,750
Fees for Services Other-$3,093-$3,093
Travel$1,223$306-$1,529
Total Functional Expenses$629,211$178,833$0$808,044

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$808,044
Total Expenses per Audited Statements$808,044
Total Expenses per Form 990$808,044
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit - Pinnacle$42,709
Line of Credit - Wells Fargo$41,728
Due to Client Custodial Account$20,000
Credit Cards$2,284
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
Yes
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, Page 6, Part VI, Line 11B

Prior to the filing of the 990 return of organization exempt from income tax (990) and related schedules, the organization provided the 990 to the board members at their monthly board meeting for their review and received approval to file the 990.

Form 990, Page 6, Part VI, Line 12C

Officers and directors are required to disclose annually the interests that could give rise to conflicts.

Form 990, Page 6, Part VI, Line 15A

Board of directors vote on salaries during board meetings.

Form 990, Page 6, Part VI, Line 15B

Board of directors vote on salaries during board meetings.

Form 990, Page 6, Part VI, Line 19

The organization makes its financial statements, governing documents and conflict of interest policy available to the general public upon request.

Filing and Contact Details

Filer

Filer Name
Generations Family Services Inc
EIN
47-5645509
Phone
8004371695
Address
7283 VETERANS PARKWAY STE 102-335, RALEIGH, NC 27603

Signing Officer

Name
Andrize Patrick
Title
Executive Director
Phone
8004371695
Signed
2025-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrize Patrick
Formed
2015
Legal Domicile
Nc
Voting Board Members
3
Independent Board Members
3
Employees
14
Volunteers
1

Preparer

Firm
Langdon & Company Llp
Address
223 US HIGHWAY 70 EAST SUITE 100, GARNER, NC 27529-4051
Preparer
Susan Dean
Phone
9196621001
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To improve and sustain the quality and wellbeing of individuals' lives within their established communities by providing fiduciary, professional and sound financial management planning, collaborative social services, and serving as a guardian or in other similar fiduciary capacities.

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

By "bridging the gap" between clients and services, gfs has played a significant role in working diligently and tirelessly to secure suitable housing for clients experiencing homelessness and minimizing their likelihood to return back to homelessness by ensuring timely payments of rent, utilities, water and etc. Gfs collaborates and works closely with various vendors and providers (landlords, managed care, va, ssa, social services, mental health, substance abuse, developmental disability) within the community to ensure that the client is appropriately linked to and receiving much needed services. Through our ssa program, we served 150 clients this year. Through our va program, we have served 165 clients this year. Through our guardianship program, we have served 146 clients this year.

Form 990, Part X

At the end of the fiscal year, 20,000 was transferred in error from the client custodial account. The balance was repaid on may 30th 2025

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

The organization is the financial agent for four (4) bank accounts that are included as assets and liabilities on the balance sheet.

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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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0273556
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IRS990ScheduleD/ExplanationProvidedInd0X
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0368083
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CASH HELD FOR CLIENTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03337
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt09103
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt012440
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt042709
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt141728
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt220000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt32284
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LINE OF CREDIT - PINNACLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LINE OF CREDIT - WELLS FARGO
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO CLIENT CUSTODIAL ACCOUNT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3CREDIT CARDS
IRS990ScheduleD/RevenueSubtotalAmt0709112
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS THE FINANCIAL AGENT FOR FOUR (4) BANK ACCOUNTS THAT ARE INCLUDED AS ASSETS AND LIABILITIES ON THE BALANCE SHEET.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0368083
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO IMPROVE AND SUSTAIN THE QUALITY AND WELLBEING OF INDIVIDUALS' LIVES WITHIN THEIR ESTABLISHED COMMUNITIES BY PROVIDING FIDUCIARY, PROFESSIONAL AND SOUND FINANCIAL MANAGEMENT PLANNING, COLLABORATIVE SOCIAL SERVICES, AND SERVING AS A GUARDIAN OR IN OTHER SIMILAR FIDUCIARY CAPACITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BY "BRIDGING THE GAP" BETWEEN CLIENTS AND SERVICES, GFS HAS PLAYED A SIGNIFICANT ROLE IN WORKING DILIGENTLY AND TIRELESSLY TO SECURE SUITABLE HOUSING FOR CLIENTS EXPERIENCING HOMELESSNESS AND MINIMIZING THEIR LIKELIHOOD TO RETURN BACK TO HOMELESSNESS BY ENSURING TIMELY PAYMENTS OF RENT, UTILITIES, WATER AND ETC. GFS COLLABORATES AND WORKS CLOSELY WITH VARIOUS VENDORS AND PROVIDERS (LANDLORDS, MANAGED CARE, VA, SSA, SOCIAL SERVICES, MENTAL HEALTH, SUBSTANCE ABUSE, DEVELOPMENTAL DISABILITY) WITHIN THE COMMUNITY TO ENSURE THAT THE CLIENT IS APPROPRIATELY LINKED TO AND RECEIVING MUCH NEEDED SERVICES. THROUGH OUR SSA PROGRAM, WE SERVED 150 CLIENTS THIS YEAR. THROUGH OUR VA PROGRAM, WE HAVE SERVED 165 CLIENTS THIS YEAR. THROUGH OUR GUARDIANSHIP PROGRAM, WE HAVE SERVED 146 CLIENTS THIS YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR TO THE FILING OF THE 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (990) AND RELATED SCHEDULES, THE ORGANIZATION PROVIDED THE 990 TO THE BOARD MEMBERS AT THEIR MONTHLY BOARD MEETING FOR THEIR REVIEW AND RECEIVED APPROVAL TO FILE THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE ANNUALLY THE INTERESTS THAT COULD GIVE RISE TO CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD OF DIRECTORS VOTE ON SALARIES DURING BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOARD OF DIRECTORS VOTE ON SALARIES DURING BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AT THE END OF THE FISCAL YEAR, 20,000 WAS TRANSFERRED IN ERROR FROM THE CLIENT CUSTODIAL ACCOUNT. THE BALANCE WAS REPAID ON MAY 30TH 2025
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART X
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0375377
IRS990/TotalAssetsGrp/BOYAmt0437975
IRS990/TotalAssetsGrp/EOYAmt0375377
IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0178833
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0629211
IRS990/TotalFunctionalExpensesGrp/TotalAmt0808044
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0453370
IRS990/TotalLiabilitiesEOYAmt0489704
IRS990/TotalLiabilitiesGrp/BOYAmt0453370
IRS990/TotalLiabilitiesGrp/EOYAmt0489704
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-15395
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-114327
IRS990/TotalProgramServiceExpensesAmt0629211
IRS990/TotalProgramServiceRevenueAmt0694095
IRS990/TotalReportableCompFromOrgAmt088900
IRS990/TotalRevenueGrp/ExclusionAmt017
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0709112
IRS990/TotalVolunteersCnt01
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0375377
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IRS990/TravelGrp/TotalAmt01529
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt014900
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt014900
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07283 VETERANS PARKWAY STE 102-335
IRS990/USAddress/CityNm0RALEIGH
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027603
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.GENERATIONSFAMILYSERVICES.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDRIZE PATRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08004371695
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GENERATIONS FAMILY SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0GENE
ReturnHeader/Filer/EIN0475645509
ReturnHeader/Filer/PhoneNum08004371695
ReturnHeader/Filer/USAddress/AddressLine1Txt07283 VETERANS PARKWAY STE 102-335
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027603
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561743537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LANGDON & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0223 US HIGHWAY 70 EAST SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARNER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0275294051
ReturnHeader/PreparerPersonGrp/PhoneNum09196621001

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