Civic Intelligence

Inreach

990 • Fiscal year 2017 • EIN 52-1084075

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

4530 Park RoadCharlotte, NC 28209

(704) 536-6661

Siviq Scores

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

Liabilities / Assets

54th percentile

0.35x

Higher debt load relative to assets than 54% of similar nonprofits.

2017 filings • NTEE P • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.07x

Higher debt load relative to revenue than 17% of similar nonprofits.

2017 filings • NTEE P • $10M-$25M nonprofits • Source year 2017

Net Margin

22nd percentile

-1.3%

Higher net margin than 22% of similar nonprofits.

2017 filings • NTEE P • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

26th percentile

$133,185

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2017 filings • NTEE P • $10M-$25M nonprofits • Source year 2017

Asset Growth

14th percentile

-4.2%

Faster asset growth than 14% of similar nonprofits.

2017 filings • NTEE P • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

8.3%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • NTEE P • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Down

$2,731,174

Down $120,691 (-4.2%) from 2016

Net Assets

Down

$1,772,703

Down $166,569 (-8.6%) from 2016

Liabilities

Up

$958,471

Up $45,878 (+5.0%) from 2016

Revenue

Up

$12,991,588

Up $996,117 (+8.3%) from 2016

Expenses

Up

$13,158,157

Up $1,292,307 (+11%) from 2016

Net Income

Down

-$166,569

Down $296,190 (-229%) from 2016

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $2,030,939Liabilities 2010: $575,705Net Assets 2010: $1,455,2342010Assets 2011: $1,921,473Liabilities 2011: $582,305Net Assets 2011: $1,339,1682011Assets 2012: $2,109,247Liabilities 2012: $769,988Net Assets 2012: $1,339,2592012Assets 2013: $2,035,928Liabilities 2013: $769,336Net Assets 2013: $1,266,5922013Assets 2014: $2,109,276Liabilities 2014: $741,443Net Assets 2014: $1,367,8332014Assets 2015: $2,580,363Liabilities 2015: $770,712Net Assets 2015: $1,809,6512015Assets 2016: $2,851,865Liabilities 2016: $912,593Net Assets 2016: $1,939,2722016Assets 2017: $2,731,174Liabilities 2017: $958,471Net Assets 2017: $1,772,7032017Assets 2018: $3,293,878Liabilities 2018: $991,101Net Assets 2018: $2,302,7772018Assets 2019: $3,549,075Liabilities 2019: $1,029,389Net Assets 2019: $2,519,6862019Assets 2020: $5,221,078Liabilities 2020: $2,586,250Net Assets 2020: $2,634,8282020Assets 2021: $7,913,848Liabilities 2021: $1,207,952Net Assets 2021: $6,705,8962021Assets 2022: $7,914,694Liabilities 2022: $1,085,251Net Assets 2022: $6,829,4432022Assets 2023: $8,820,111Liabilities 2023: $1,212,833Net Assets 2023: $7,607,2782023Assets 2024: $14,307,522Liabilities 2024: $4,271,378Net Assets 2024: $10,036,1442024

Highlighted filing

2017

Assets$2,731,174
Liabilities$958,471
Net Assets$1,772,703

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $7,657,3182010Expenses 2011: $8,043,6602011Revenue 2012: $7,930,151Expenses 2012: $7,930,060Net Income 2012: $912012Expenses 2013: $7,795,1752013Revenue 2014: $8,869,774Expenses 2014: $8,768,533Net Income 2014: $101,2412014Revenue 2015: $10,553,084Expenses 2015: $10,111,266Net Income 2015: $441,8182015Revenue 2016: $11,995,471Expenses 2016: $11,865,850Net Income 2016: $129,6212016Revenue 2017: $12,991,588Expenses 2017: $13,158,157Net Income 2017: -$166,5692017Revenue 2018: $15,587,236Expenses 2018: $15,057,162Net Income 2018: $530,0742018Revenue 2019: $16,868,887Expenses 2019: $16,651,978Net Income 2019: $216,9092019Revenue 2020: $17,727,505Expenses 2020: $17,612,363Net Income 2020: $115,1422020Revenue 2021: $23,092,110Expenses 2021: $19,021,042Net Income 2021: $4,071,0682021Revenue 2022: $19,574,939Expenses 2022: $19,451,392Net Income 2022: $123,5472022Revenue 2023: $21,945,217Expenses 2023: $21,167,382Net Income 2023: $777,8352023Revenue 2024: $27,209,082Expenses 2024: $24,780,216Net Income 2024: $2,428,8662024

Highlighted filing

2017

Revenue$12,991,588
Expenses$13,158,157
Net Income-$166,569
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$12,997,842
Mission and Program Overview

Mission

Dedicated to providing high quality residential and community services to individuals with developmental and other disabilities in Mecklenburg and surrounding counties.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$1,213,420$1,063,645▼ $149,775
Land, Buildings, and Equipment, Net$583,914$569,099▼ $14,815
Cash and Non-Interest-Bearing Accounts$201,080$457,285▲ $256,205
Savings and Temporary Cash Investments$467,393$367,402▼ $99,991
Pledges and Grants Receivable$218,754$149,093▼ $69,661
Prepaid Expenses and Deferred Charges$64,780$38,761▼ $26,019
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,851,865$2,731,174▼ $120,691
Other Assets Total$102,524$85,889▼ $16,635
Liabilities
Accounts Payable and Accrued Expenses$845,527$860,663▲ $15,136
Other Liabilities$57,206$66,222▲ $9,016
Mortgage Notes Payable Secured by Investment Property$9,860$31,586▲ $21,726
Total Liabilities$912,593$958,471▲ $45,878
Net Assets / Fund Balance
Unrestricted Net Assets$1,635,410$1,556,479▼ $78,931
Temporarily Rstr Net Assets$303,862$216,224▼ $87,638
Total Net Assets Fund Balance$1,939,272$1,772,703▼ $166,569
Total Liabilities and Net Assets / Fund Balance$2,851,865$2,731,174▼ $120,691

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$217,380$711,494$928,874
Leasehold Improvements$266,673$18,746$285,419
Other Land Buildings$68,808$160,568$229,376
Buildings$16,238$34,305$50,543
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori GougeonPresident & CEOFT$121,106$12,079$133,185

Board Members and Trustees

NameTitle
Kenna JordanChairman
Charlie StewartVice Chair
Brad VanHoyDirector
Brian PethoDirector
Carey SherckDirector
Chris BradyDirector
David BallDirector
David DoughertyDirector
Dr Steve KarnerDirector
Henry HarkeyDirector
Jean ZoutewelleDirector
Judy BoppeDirector
Kristel WhiteDirector
Lance EubanksDirector
Laura ReynoldsDirector
Zelle DunnDirector
Bridget BrowneSecretary
Susan PattersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$418,730
Program Service Revenue
$12,574,759
Investment Income
$-3,667
Other Revenue
$1,766
All Other Contributions
$418,730
Change in Net Assets
$-166,569

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,991,588
Total Revenue per Audited Statements
$12,991,588
Total Revenue per Form 990
$12,991,588
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,749,884
Salaries, Compensation, and Employee Benefits$6,270,939
Total Fundraising Expense$225,811
Grants and Similar Amounts Paid$137,334
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$5,052,700$289,436$6,406$5,348,542
Other Salaries and Wages$4,206,183$864,731$146,708$5,217,622
Other Employee Benefits$402,843$64,768$10,884$478,495
Payroll Taxes$312,285$77,042$10,577$399,904
Occupancy$85,504$157,990$6,322$249,816
Conferences and Meetings$180,030$26,634$33,042$239,706
Insurance$121,690$81,475$718$203,883
All Other Expenses$66,886$75,050$6,476$148,412
Grants to Domestic Individuals$137,334--$137,334
Current Officers, Directors, Trustees, and Key Employees-$108,106-$108,106
Depreciation Depletion-$102,217-$102,217
Pension Plan Contributions$48,578$15,006$3,228$66,812
Other Expenses$1,063$38,581$268$39,912
Interest-$2,220-$2,220
Total Functional Expenses$10,830,027$2,102,319$225,811$13,158,157

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$13,158,157
Total Expenses per Audited Statements$13,158,157
Total Expenses per Form 990$13,158,157
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Customer funds held in trust$66,222
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 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, Part VI, Line 11B: Form 990 Review Process

The 990 will be reviewed and approved by the Finance Committee in addition to Senior Management.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Each Board member is required to fill out a Board Member Application listing affiliations including employer, church, volunteer, etc. Our Board nominating committee reviews the applications and ensures there are no conflicts of interestbefore nominating them for the Board. The full Board of Directors then officially nominates the individual for the board. The Board member participates in a New Member Orientation with the Executive Director which includes reviewing the InReach By-Laws and Conflict of Interest policy. The Executive Director and the Board then continue to monitor to be sure there are no conflicts while the member is serving on the board.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The InReach Board has utilized the Employees' Association Survey of Salaries for Non-Profit Executive Directors in Mecklenburg County to assist in determining the compensation for its current Executive Director. The Executive Committee of the Board convenes annually to review and evaluate the Executive Director's performance and makes recommendations for salary/benefits.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The Executive Director has utilized the same Survey of Salaries for Managers of Developmental Disability/Mental Health agencies in Mecklenburg County. The ED meets annually to review and evaluate each Director and then makes recommendations for salary/benefits to the Board.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Made available upon request.

Filing and Contact Details

Filer

Filer Name
InReach
EIN
52-1084075
Phone
7045366661
Address
4530 Park Road, Charlotte, NC 28209

Signing Officer

Name
Kenna Jordan
Title
Chairman
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori Gougeon
Formed
1974
Legal Domicile
Nc
Voting Board Members
18
Independent Board Members
18
Employees
303
Volunteers
441

Preparer

Firm
C DeWitt Foard & Co PA CPAs
Address
817 E Morehead Street Ste 100, Charlotte, NC 28202-2767
Preparer
Phillip G Wilson
Phone
7043721515
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: First in Families: This program partners with families, individuals, and the community to provide assistance and resources which may include basic needs such as food, clothing, furniture or medical equipment. The project also funds emergency needs such as medication, utility bills or rental payments. Qualified recipients must have a developmental disability or mental health diagnosis. OTHER PROGRAM SERVICES 5: Supported Employment: This program assists individuals in finding and maintaining meaningful employment in the community. Job coaches work one-on-one with individuals. Services include job development, training and long term follow along assistance. OTHER PROGRAM SERVICES 6: Community Works/CAET: This program is offered to group home residents as an alternative to attending a workshop environment during the day. This is a program designed to get customers out into the community by determining their interests. Customers attend classes, do volunteer work, look for employment, and participate in various community activities. OTHER PROGRAM SERVICES 7: Community Guide, B3 Community Guide, and B3 Respite: Individuals receiving Innovations Waiver or Medicaid funding may be eligible for Community Guide services. InReach staff guide individuals and their families in locating and coordinating community resources to enable them to increase their self-sufficiency. Individuals eligible for Medicaid but waiting for an Innovations Waiver slot are eligible to receive B3 Respite services. OTHER PROGRAM SERVICES 8: Project Search: This national project provides a secondary transition training program for students with developmental disabilities to participate in a combination of workforce development and academics including learning employability skills and internships in a local business.

Raw XML AppendixShowing 400 of 744 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0845527
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0860663
IRS990/AccountsReceivableGrp/BOYAmt01213420
IRS990/AccountsReceivableGrp/EOYAmt01063645
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Dedicated to providing high quality residential and community services to individuals with developmental and other disabilities in Mecklenburg and surrounding counties.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0418730
IRS990/AllOtherExpensesGrp/FundraisingAmt06476
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt075050
IRS990/AllOtherExpensesGrp/ProgramServicesAmt066886
IRS990/AllOtherExpensesGrp/TotalAmt0148412
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Nina Schultz
IRS990/BooksInCareOfDetail/PhoneNum07045366661
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04530 Park Road Ste 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028209
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0201080
IRS990/CashNonInterestBearingGrp/EOYAmt0457285
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0108106
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0108106
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt033042
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt026634
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0180030
IRS990/ConferencesMeetingsGrp/TotalAmt0239706
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0418730
IRS990/CYGrantsAndSimilarPaidAmt0137334
IRS990/CYInvestmentIncomeAmt0-3667
IRS990/CYOtherExpensesAmt06749884
IRS990/CYOtherRevenueAmt01766
IRS990/CYProgramServiceRevenueAmt012574759
IRS990/CYRevenuesLessExpensesAmt0-166569
IRS990/CYSalariesCompEmpBnftPaidAmt06270939
IRS990/CYTotalExpensesAmt013158157
IRS990/CYTotalFundraisingExpenseAmt0225811
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt012991588
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0102217
IRS990/DepreciationDepletionGrp/TotalAmt0102217
IRS990/Desc0Community Outreach/Innovations: This program is designed to provide quality care to children and adults who are more severely disabled and are at risk of becoming institutionalized. Person-centered one-on-one support is provided in a variety of locations including the individual's home, care provider's home or community setting.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0303
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt05843416
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt06406
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0289436
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt05052700
IRS990/FeesForServicesOtherGrp/TotalAmt05348542
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1837.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1812079
IRS990/Form990PartVIISectionAGrp/PersonNm0Dr Steve Karner
IRS990/Form990PartVIISectionAGrp/PersonNm1David Ball
IRS990/Form990PartVIISectionAGrp/PersonNm2Zelle Dunn
IRS990/Form990PartVIISectionAGrp/PersonNm3Henry Harkey
IRS990/Form990PartVIISectionAGrp/PersonNm4Bridget Browne
IRS990/Form990PartVIISectionAGrp/PersonNm5Judy Boppe
IRS990/Form990PartVIISectionAGrp/PersonNm6Lance Eubanks
IRS990/Form990PartVIISectionAGrp/PersonNm7David Dougherty
IRS990/Form990PartVIISectionAGrp/PersonNm8Jean Zoutewelle
IRS990/Form990PartVIISectionAGrp/PersonNm9Kenna Jordan
IRS990/Form990PartVIISectionAGrp/PersonNm10Laura Reynolds
IRS990/Form990PartVIISectionAGrp/PersonNm11Kristel White
IRS990/Form990PartVIISectionAGrp/PersonNm12Charlie Stewart
IRS990/Form990PartVIISectionAGrp/PersonNm13Chris Brady
IRS990/Form990PartVIISectionAGrp/PersonNm14Brad VanHoy
IRS990/Form990PartVIISectionAGrp/PersonNm15Susan Patterson
IRS990/Form990PartVIISectionAGrp/PersonNm16Brian Petho
IRS990/Form990PartVIISectionAGrp/PersonNm17Carey Sherck
IRS990/Form990PartVIISectionAGrp/PersonNm18Lori Gougeon
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18121106
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18President & CEO
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-6254
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt027770
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0137334
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0137334
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt012997842
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt0718
IRS990/InsuranceGrp/ManagementAndGeneralAmt081475
IRS990/InsuranceGrp/ProgramServicesAmt0121690
IRS990/InsuranceGrp/TotalAmt0203883
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt02220
IRS990/InterestGrp/TotalAmt02220
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt02587
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02587
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt046
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0925113
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0583914
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0569099
IRS990/LandBldgEquipCostOrOtherBssAmt01494212
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06254
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Dedicated to providing high quality residential and community services to individuals with developmental and other disabilities in Mecklenburg and surrounding counties.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt09860
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt031586
IRS990/NetAssetsOrFundBalancesBOYAmt01939272
IRS990/NetAssetsOrFundBalancesEOYAmt01772703
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-6254
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-6254
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt06322
IRS990/OccupancyGrp/ManagementAndGeneralAmt0157990
IRS990/OccupancyGrp/ProgramServicesAmt085504
IRS990/OccupancyGrp/TotalAmt0249816
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0102524
IRS990/OtherAssetsTotalGrp/EOYAmt085889
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010884
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt064768
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0402843
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0478495
IRS990/OtherExpensesGrp/Desc0Equipment and maintenance
IRS990/OtherExpensesGrp/Desc1Food and provisions
IRS990/OtherExpensesGrp/Desc2Telephone
IRS990/OtherExpensesGrp/Desc3Staff development
IRS990/OtherExpensesGrp/FundraisingAmt0557
IRS990/OtherExpensesGrp/FundraisingAmt1625
IRS990/OtherExpensesGrp/FundraisingAmt2268
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0168501
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11147
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt229415
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt338581
IRS990/OtherExpensesGrp/ProgramServicesAmt08243
IRS990/OtherExpensesGrp/ProgramServicesAmt1164910
IRS990/OtherExpensesGrp/ProgramServicesAmt241778
IRS990/OtherExpensesGrp/ProgramServicesAmt31063
IRS990/OtherExpensesGrp/TotalAmt0177301
IRS990/OtherExpensesGrp/TotalAmt1166057
IRS990/OtherExpensesGrp/TotalAmt271818
IRS990/OtherExpensesGrp/TotalAmt339912
IRS990/OtherLiabilitiesGrp/BOYAmt057206
IRS990/OtherLiabilitiesGrp/EOYAmt066222
IRS990/OtherRevenueMiscGrp/Desc0Other
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01766
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01766
IRS990/OtherRevenueTotalAmt01766
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0146708
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0864731
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04206183
IRS990/OtherSalariesAndWagesGrp/TotalAmt05217622
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt010577
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt077042
IRS990/PayrollTaxesGrp/ProgramServicesAmt0312285
IRS990/PayrollTaxesGrp/TotalAmt0399904
IRS990/PensionPlanContributionsGrp/FundraisingAmt03228
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt015006
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt048578
IRS990/PensionPlanContributionsGrp/TotalAmt066812
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0218754
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0149093
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt064780
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt038761
IRS990/PrincipalOfficerNm0Lori Gougeon
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0Fees
IRS990/ProgramServiceRevenueGrp/Desc1Fees & Contracts Gov Agencies
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0785823
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111788936

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.3$4.27$10.0$27.2$24.8$2.43
2023Detailed filing. Detailed filing data is available for this year.$8.82$1.21$7.61$21.9$21.2$0.78
2022Detailed filing. Detailed filing data is available for this year.$7.91$1.09$6.83$19.6$19.5$0.12
2021Detailed filing. Detailed filing data is available for this year.$7.91$1.21$6.71$23.1$19.0$4.07
2020Detailed filing. Detailed filing data is available for this year.$5.22$2.59$2.63$17.7$17.6$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.55$1.03$2.52$16.9$16.7$0.22
2018Detailed filing. Detailed filing data is available for this year.$3.29$0.99$2.30$15.6$15.1$0.53
2017Detailed filing. Detailed filing data is available for this year.$2.73$0.96$1.77$13.0$13.2$0.17
2016Detailed filing. Detailed filing data is available for this year.$2.85$0.91$1.94$12.0$11.9$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.58$0.77$1.81$10.6$10.1$0.44
2014Detailed filing. Detailed filing data is available for this year.$2.11$0.74$1.37$8.87$8.77$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.77$1.27$7.80
2012Summary only. Only limited summary data is available for this year.$2.11$0.77$1.34$7.93$7.93$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.58$1.34$8.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.58$1.46$7.66