Civic Intelligence

Generations Family Services Inc.

990 • Fiscal year 2023 • EIN 47-5645509

Dec 01, 2022 to Nov 30, 2023 • Filed on Jul 17, 2024

Organization ProfileWWW.GENERATIONSFAMILYSERVICES.ORG
7283 Hwy NC 42 W Ste 102-335Raleigh, NC 27603

(800) 437-1695

Siviq Scores

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

Liabilities / Assets

94th percentile

1.04x

Higher debt load relative to assets than 94% of similar nonprofits.

2023 filings • NTEE P • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

91st percentile

0.84x

Higher debt load relative to revenue than 91% of similar nonprofits.

2023 filings • NTEE P • $500k-$1M nonprofits • Source year 2023

Net Margin

25th percentile

-6.3%

Higher net margin than 25% of similar nonprofits.

2023 filings • NTEE P • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

71st percentile

$65,600

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2023 filings • NTEE P • $500k-$1M nonprofits • Source year 2023

Asset Growth

24th percentile

-8.6%

Faster asset growth than 24% of similar nonprofits.

2023 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

69th percentile

26%

Faster revenue growth than 69% of similar nonprofits.

2023 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$437,975

Down $41,199 (-8.6%) from 2022

Net Assets

Down

-$15,395

Down $35,033 (-178%) from 2022

Liabilities

Down

$453,370

Down $6,166 (-1.3%) from 2022

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin25th percentile

Revenue

Up

$539,829

Up $110,009 (+26%) from 2022

Expenses

Up

$573,801

Up $128,265 (+29%) from 2022

Net Income

Down

-$33,972

Down $18,256 (-116%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$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

2023

Assets$437,975
Liabilities$453,370
Net Assets-$15,395
Open 2023 Filing

Operations Trend

Revenue Growth69th percentile

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

2023

Revenue$539,829
Expenses$573,801
Net Income-$33,972
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Jul 17, 2024
Return Version
2022v5.0
Gross Receipts
$539,829
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$34,373$12,781▼ $21,592
Accounts Receivable$5,370--
Prepaid Expenses and Deferred Charges$2,197--
Land, Buildings, and Equipment, Net$1,763$950▼ $813
Total Assets$479,174$437,975▼ $41,199
Other Assets Total$435,471$424,244▼ $11,227
Liabilities
Escrow Account Liability$435,471$424,244▼ $11,227
Unsecured Notes Loans Payable$14,900$14,900→ $0
Other Liabilities$3,027$14,226▲ $11,199
Accounts Payable and Accrued Expenses$6,138--
Total Liabilities$459,536$453,370▼ $6,166
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$19,638$-15,395▼ $35,033
Total Net Assets Fund Balance$19,638$-15,395▼ $35,033
Total Liabilities and Net Assets / Fund Balance$479,174$437,975▼ $41,199

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$950$1,490$2,440
Other Assets Org$424,244--
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Andrize PatrickExecutive DiFT$65,600$65,600

Board Members and Trustees

NameTitle
Tracy PatrickChair
John OdomVice Chair
Paula HarrisBoard Member
Katrina LoperSecretary
Tawana JamesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$514,006
Program Service Revenue
$3,030
Investment Income
$13
Other Revenue
$22,780
All Other Contributions
$40,838
Change in Net Assets
$-33,972

Audited Revenue Reconciliation

Revenue per Audited Statements
$539,829
Total Revenue per Audited Statements
$539,829
Total Revenue per Form 990
$539,829
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$453,919
Other Expenses$119,882
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$219,624$54,906-$274,530
Payroll Taxes$72,391$18,098-$90,489
Current Officers, Directors, Trustees, and Key Employees$71,120$17,780-$88,900
Office Expenses$16,418$4,105-$20,523
Occupancy$14,688$3,672-$18,360
Fees for Services Accounting-$13,500-$13,500
Insurance$6,826$1,706-$8,532
Information Technology$3,910$978-$4,888
All Other Expenses$2,545$1,371-$3,916
Fees for Services Other-$2,401-$2,401
Other Expenses$1,751$438-$2,189
Interest-$1,490-$1,490
Travel$751$188-$939
Depreciation Depletion-$813-$813
Total Functional Expenses$443,889$129,912$0$573,801

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$573,801
Total Expenses per Audited Statements$573,801
Total Expenses per Form 990$573,801
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Andrize PatrickSpousePayroll PaidNo$88,900
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$12,847
Credit Cards$1,379
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
Yes
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 2

“Andrize patrick tracy patrick exec. Dir, chair married”

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
EIN
47-5645509
Phone
8004371695
Address
7283 HWY NC 42 W STE 102-335, RALEIGH, NC 27603

Signing Officer

Name
Andrize Patrick
Title
Executive Director
Phone
8004371695
Signed
2024-07-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrize Patrick
Formed
2015
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
4
Employees
13
Volunteers
1

Preparer

Firm
Langdon & Company Llp
Address
223 US HIGHWAY 70 EAST SUITE 100, GARNER, NC 27529-4051
Preparer
Melony J Smith
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. Since gfs has been in business we have successfully transitioned 60 clients from homelessness to appropriate housing. Through our ssa program, we served 200 clients in 2023. Through our va program, we have served 300 clients in 2023. Through our guardianship program, we have served 30 clients in 2023.”

Financial Statement Notes

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

“The organization is the financial agent for two (2) bank accounts that are included as assets and liabilities on the balance sheet.”

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 10,873
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CASH HELD FOR CLIENTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0950
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01490
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02440
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012847
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11379
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LINE OF CREDIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CREDIT CARDS
IRS990ScheduleD/RevenueSubtotalAmt0539829
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS THE FINANCIAL AGENT FOR TWO (2) BANK ACCOUNTS THAT ARE INCLUDED AS ASSETS AND LIABILITIES ON THE BALANCE SHEET.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0950
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0424244
IRS990ScheduleD/TotalExpensesPerForm990Amt0573801
IRS990ScheduleD/TotalLiabilityAmt014226
IRS990ScheduleD/TotalRevenuePerForm990Amt0539829
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SPOUSE
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt088900
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0PAYROLL PAID
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0ANDRIZE PATRICK, EXECUTIVE DIRECTOR, IS MARRIED TO TRACY PATRICK, BOARD CHAIR. ANDRIZE'S SALARY FOR THE CURRENT FISCAL YEAR WAS 88,900.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
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. SINCE GFS HAS BEEN IN BUSINESS WE HAVE SUCCESSFULLY TRANSITIONED 60 CLIENTS FROM HOMELESSNESS TO APPROPRIATE HOUSING. THROUGH OUR SSA PROGRAM, WE SERVED 200 CLIENTS IN 2023. THROUGH OUR VA PROGRAM, WE HAVE SERVED 300 CLIENTS IN 2023. THROUGH OUR GUARDIANSHIP PROGRAM, WE HAVE SERVED 30 CLIENTS IN 2023.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANDRIZE PATRICK TRACY PATRICK EXEC. DIR, CHAIR MARRIED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR 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/ExplanationTxt4OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE ANNUALLY THE INTERESTS THAT COULD GIVE RISE TO CONFLICTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOARD OF DIRECTORS VOTE ON SALARIES DURING BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOARD OF DIRECTORS VOTE ON SALARIES DURING BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
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 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BusinessOfficerGrp/PersonNm0ANDRIZE PATRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08004371695
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GENERATIONS FAMILY SERVICES
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$437,975
Liabilities
$453,370
Net assets
-$15,395
Revenue
$539,829
Expenses
$573,801
Net income
-$33,972
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.75$4.90$1.14$7.09$8.08$0.99
2023Detailed filing. Detailed filing data is available for this year.$4.38$4.53$0.15$5.40$5.74$0.34
2022Detailed filing. Detailed filing data is available for this year.$4.79$4.60$0.20$4.30$4.46$0.16
2021Detailed filing. Detailed filing data is available for this year.$6.07$5.72$0.35$3.87$3.42$0.45
2020Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.00$2.78$2.79$0.01
2019Summary only. Only limited summary data is available for this year.$0.12$0.10$1.58$1.44$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.01$0.14$0.12$0.94$0.93$0.01
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00