Civic Intelligence

Inreach

990 • Fiscal year 2019 • EIN 52-1084075

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 07, 2020

4530 Park Road Suite 300Charlotte, NC 28209

(704) 536-6661

Siviq Scores

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

Liabilities / Assets

50th percentile

0.29x

Higher debt load relative to assets than 50% of similar nonprofits.

2019 filings • NTEE P • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

14th percentile

0.06x

Higher debt load relative to revenue than 14% of similar nonprofits.

2019 filings • NTEE P • $10M-$25M nonprofits • Source year 2019

Net Margin

44th percentile

1.3%

Higher net margin than 44% of similar nonprofits.

2019 filings • NTEE P • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

28th percentile

$144,565

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2019 filings • NTEE P • $10M-$25M nonprofits • Source year 2019

Asset Growth

61st percentile

7.7%

Faster asset growth than 61% of similar nonprofits.

2019 filings • NTEE P • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

8.2%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • NTEE P • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$3,549,075

Up $255,197 (+7.7%) from 2018

Net Assets

Up

$2,519,686

Up $216,909 (+9.4%) from 2018

Liabilities

Up

$1,029,389

Up $38,288 (+3.9%) from 2018

Revenue

Up

$16,868,887

Up $1,281,651 (+8.2%) from 2018

Expenses

Up

$16,651,978

Up $1,594,816 (+11%) from 2018

Net Income

Down

$216,909

Down $313,165 (-59%) from 2018

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

2019

Assets$3,549,075
Liabilities$1,029,389
Net Assets$2,519,686

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

2019

Revenue$16,868,887
Expenses$16,651,978
Net Income$216,909
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 7, 2020
Return Version
2018v3.1
Gross Receipts
$17,048,261
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
Cash and Non-Interest-Bearing Accounts$779,126$1,354,829▲ $575,703
Accounts Receivable$1,398,251$922,603▼ $475,648
Land, Buildings, and Equipment, Net$494,227$521,658▲ $27,431
Savings and Temporary Cash Investments$367,775$372,590▲ $4,815
Pledges and Grants Receivable$137,669$241,772▲ $104,103
Prepaid Expenses and Deferred Charges$60,161$92,199▲ $32,038
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$3,293,878$3,549,075▲ $255,197
Other Assets Total$56,669$43,424▼ $13,245
Liabilities
Accounts Payable and Accrued Expenses$893,750$962,519▲ $68,769
Other Liabilities$70,041$66,870▼ $3,171
Mortgage Notes Payable Secured by Investment Property$27,310--
Total Liabilities$991,101$1,029,389▲ $38,288
Net Assets / Fund Balance
Unrestricted Net Assets$2,126,119$2,186,564▲ $60,445
Temporarily Rstr Net Assets$176,658$333,122▲ $156,464
Total Net Assets Fund Balance$2,302,777$2,519,686▲ $216,909
Total Liabilities and Net Assets / Fund Balance$3,293,878$3,549,075▲ $255,197

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$235,087$467,296$702,383
Leasehold Improvements$247,833$37,586$285,419
Other Land Buildings$26,269$35,249$61,518
Buildings$12,469$38,074$50,543
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori GougeonPresident & CEOFT$133,259$11,306$144,565

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$664,966
Program Service Revenue
$16,175,223
Investment Income
$47,010
Other Revenue
$-18,312
All Other Contributions
$293,067
Change in Net Assets
$216,909

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,868,887
Revenue Not Reported on Form 990
$33,055
Total Revenue per Audited Statements
$16,901,942
Total Revenue per Form 990
$16,868,887
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,415,608
Salaries, Compensation, and Employee Benefits$7,076,987
Total Fundraising Expense$253,284
Grants and Similar Amounts Paid$159,383
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,704,464$900,024$155,719$5,760,207
Other Employee Benefits$546,855$118,767$8,395$674,017
Payroll Taxes$331,659$82,410$11,179$425,248
All Other Expenses$256,329$156,930$9,735$422,994
Occupancy$116,102$151,005$7,563$274,670
Insurance$149,764$64,490$2,073$216,327
Other Expenses$94,782$91,409$2,866$189,057
Conferences and Meetings$161,707$16,079$3,040$180,826
Grants to Domestic Individuals$159,383--$159,383
Current Officers, Directors, Trustees, and Key Employees-$139,325-$139,325
Depreciation Depletion-$105,956-$105,956
Pension Plan Contributions$47,634$23,700$6,856$78,190
Interest-$1,200-$1,200
Total Functional Expenses$13,988,144$2,410,550$253,284$16,651,978

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$16,685,033
Expenses per Audited Statements$16,651,978
Total Expenses per Form 990$16,651,978
Expenses Not Reported on Form 990$33,055
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$33,055
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Luncheon$302,908-$23,083-
Cornhole Event$68,991-$9,972-
Total Events$371,899-$33,055$-33,055
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$39,031
Capital lease$27,839
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 Suite 300, Charlotte, NC 28209

Signing Officer

Name
Kenna Jordan
Title
Chairman
Signed
2020-07-07
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
304
Volunteers
622

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 traumatic brain injury and reside in Mecklenburg County. OTHER PROGRAM SERVICES 5: Community Navigator, B3 Community Guide, B3 Respite, and B3 Supported Employment: Individuals receiving Innovations Waiver or Medicaid funding may be eligible for Community Navigator services. InReach staff navigate 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 InnovationsWaiver slot are eligible to receive B3 Respite, B3 Community Guide, and B3 Supported Employment services. OTHER PROGRAM SERVICES 6: Supported Employment: This program assists individuals in finding and maintainingmeaningful employment in the community. Job coaches work one-on-one with individuals. Services include job development, training and long term follow alongassistance. OTHER PROGRAM SERVICES 7: CommunityWorks!: Individuals receive an average of 10 hours per week with aCommunity Coach or in a group setting during the day. The focus is on employment,education, volunteering, health, finances, social roles, social skills development, leisure activities, and daily living skills. 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 andinternships in a local business. There are 3 program sites: Atrium Health CarolinasMedical Center Mercy, Atrium Health Pineville, and Atrium Health Union.

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Special Events Exp $33055

Part XII, Line 2D: Other expenses and losses per audited F/S

Special Events Exp $33055

Raw XML AppendixShowing 400 of 778 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/BOYAmt0893750
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0962519
IRS990/AccountsReceivableGrp/BOYAmt01398251
IRS990/AccountsReceivableGrp/EOYAmt0922603
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/AllOtherContributionsAmt0293067
IRS990/AllOtherExpensesGrp/FundraisingAmt09735
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0156930
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0256329
IRS990/AllOtherExpensesGrp/TotalAmt0422994
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/BOYAmt0779126
IRS990/CashNonInterestBearingGrp/EOYAmt01354829
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0139325
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0139325
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt03040
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt016079
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0161707
IRS990/ConferencesMeetingsGrp/TotalAmt0180826
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0371899
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0664966
IRS990/CYGrantsAndSimilarPaidAmt0159383
IRS990/CYInvestmentIncomeAmt047010
IRS990/CYOtherExpensesAmt09415608
IRS990/CYOtherRevenueAmt0-18312
IRS990/CYProgramServiceRevenueAmt016175223
IRS990/CYRevenuesLessExpensesAmt0216909
IRS990/CYSalariesCompEmpBnftPaidAmt07076987
IRS990/CYTotalExpensesAmt016651978
IRS990/CYTotalFundraisingExpenseAmt0253284
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt016868887
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0105956
IRS990/DepreciationDepletionGrp/TotalAmt0105956
IRS990/Desc0Community Outreach: This program is designed to provide quality care to children andadults 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 individuals home, care providers home or community setting.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0304
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt08384574
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
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/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
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/OtherCompensationAmt1811306
IRS990/Form990PartVIISectionAGrp/PersonNm0Charlie Stewart
IRS990/Form990PartVIISectionAGrp/PersonNm1Laura Reynolds
IRS990/Form990PartVIISectionAGrp/PersonNm2Kenna Jordan
IRS990/Form990PartVIISectionAGrp/PersonNm3Brad VanHoy
IRS990/Form990PartVIISectionAGrp/PersonNm4Cary Sherck
IRS990/Form990PartVIISectionAGrp/PersonNm5Adrienne Campolmi
IRS990/Form990PartVIISectionAGrp/PersonNm6Brian Petho
IRS990/Form990PartVIISectionAGrp/PersonNm7Cameron Montgomery
IRS990/Form990PartVIISectionAGrp/PersonNm8Darren Bing
IRS990/Form990PartVIISectionAGrp/PersonNm9David Ball
IRS990/Form990PartVIISectionAGrp/PersonNm10Jean Zoutewelle
IRS990/Form990PartVIISectionAGrp/PersonNm11Joe Cherry
IRS990/Form990PartVIISectionAGrp/PersonNm12Judy Boppe
IRS990/Form990PartVIISectionAGrp/PersonNm13Lance Eubanks
IRS990/Form990PartVIISectionAGrp/PersonNm14Maritza Cannady
IRS990/Form990PartVIISectionAGrp/PersonNm15Sandra DuPuy
IRS990/Form990PartVIISectionAGrp/PersonNm16William Bockenek
IRS990/Form990PartVIISectionAGrp/PersonNm17Zelle Dunn
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/ReportableCompFromOrgAmt18133259
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/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1V.Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18President & CEO
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0371899
IRS990/FundraisingDirectExpensesAmt033055
IRS990/GainOrLossGrp/SecuritiesAmt030607
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0159383
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0159383
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0176926
IRS990/GrossReceiptsAmt017048261
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt02073
IRS990/InsuranceGrp/ManagementAndGeneralAmt064490
IRS990/InsuranceGrp/ProgramServicesAmt0149764
IRS990/InsuranceGrp/TotalAmt0216327
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt01200
IRS990/InterestGrp/TotalAmt01200
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt016403
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016403
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt0141
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0578205
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0494227
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0521658
IRS990/LandBldgEquipCostOrOtherBssAmt01099863
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0146319
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/BOYAmt027310
IRS990/NetAssetsOrFundBalancesBOYAmt02302777
IRS990/NetAssetsOrFundBalancesEOYAmt02519686
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt030607
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt030607
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-33055
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt07563
IRS990/OccupancyGrp/ManagementAndGeneralAmt0151005
IRS990/OccupancyGrp/ProgramServicesAmt0116102
IRS990/OccupancyGrp/TotalAmt0274670
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt056669
IRS990/OtherAssetsTotalGrp/EOYAmt043424
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08395
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0118767
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0546855
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0674017
IRS990/OtherExpensesGrp/Desc0Fees and services
IRS990/OtherExpensesGrp/Desc1Bad debt expense
IRS990/OtherExpensesGrp/Desc2Food and provisions
IRS990/OtherExpensesGrp/Desc3Equipment and maintenance
IRS990/OtherExpensesGrp/FundraisingAmt029858
IRS990/OtherExpensesGrp/FundraisingAmt116000
IRS990/OtherExpensesGrp/FundraisingAmt22866
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0222946
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1331107
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25202
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt391409
IRS990/OtherExpensesGrp/ProgramServicesAmt07232218
IRS990/OtherExpensesGrp/ProgramServicesAmt145
IRS990/OtherExpensesGrp/ProgramServicesAmt2187202
IRS990/OtherExpensesGrp/ProgramServicesAmt394782
IRS990/OtherExpensesGrp/TotalAmt07485022
IRS990/OtherExpensesGrp/TotalAmt1347152
IRS990/OtherExpensesGrp/TotalAmt2192404
IRS990/OtherExpensesGrp/TotalAmt3189057
IRS990/OtherLiabilitiesGrp/BOYAmt070041
IRS990/OtherLiabilitiesGrp/EOYAmt066870
IRS990/OtherRevenueMiscGrp/Desc0Other
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt014743
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt014743
IRS990/OtherRevenueTotalAmt014743
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0155719
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0900024
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04704464
IRS990/OtherSalariesAndWagesGrp/TotalAmt05760207
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt011179
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt082410
IRS990/PayrollTaxesGrp/ProgramServicesAmt0331659
IRS990/PayrollTaxesGrp/TotalAmt0425248
IRS990/PensionPlanContributionsGrp/FundraisingAmt06856
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt023700
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt047634
IRS990/PensionPlanContributionsGrp/TotalAmt078190
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0137669
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0241772
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt060161
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt092199
IRS990/PrincipalOfficerNm0Lori Gougeon
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0Fees
IRS990/ProgramServiceRevenueGrp/Desc1Fees & Contracts Gov Agencies
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0915348
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115259875
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0915348
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115259875

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