Civic Intelligence

Inreach

990 • Fiscal year 2023 • EIN 52-1084075

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

Organization Profilewww.inreachnc.org

View Organization Page

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

33rd percentile

0.14x

Higher debt load relative to assets than 33% of similar nonprofits.

2023 filings • NTEE P • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

15th percentile

0.06x

Higher debt load relative to revenue than 15% of similar nonprofits.

2023 filings • NTEE P • $10M-$25M nonprofits • Source year 2023

Net Margin

55th percentile

3.5%

Higher net margin than 55% of similar nonprofits.

2023 filings • NTEE P • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

67th percentile

$245,194

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2023 filings • NTEE P • $10M-$25M nonprofits • Source year 2023

Asset Growth

60th percentile

11%

Faster asset growth than 60% of similar nonprofits.

2023 filings • NTEE P • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

12%

Faster revenue growth than 63% of similar nonprofits.

2023 filings • NTEE P • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$8,820,111

Up $905,417 (+11%) from 2022

Net Assets

Up

$7,607,278

Up $777,835 (+11%) from 2022

Liabilities

Up

$1,212,833

Up $127,582 (+12%) from 2022

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin55th percentile

Revenue

Up

$21,945,217

Up $2,370,278 (+12%) from 2022

Expenses

Up

$21,167,382

Up $1,715,990 (+8.8%) from 2022

Net Income

Up

$777,835

Up $654,288 (+530%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

2023

Assets$8,820,111
Liabilities$1,212,833
Net Assets$7,607,278
Open 2023 Filing

Operations Trend

Revenue Growth63rd percentile

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

2023

Revenue$21,945,217
Expenses$21,167,382
Net Income$777,835
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$22,021,155
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$4,621,361$5,116,960▲ $495,599
Accounts Receivable$1,560,536$1,817,028▲ $256,492
Land, Buildings, and Equipment, Net$1,080,284$963,361▼ $116,923
Savings and Temporary Cash Investments$380,238$383,956▲ $3,718
Pledges and Grants Receivable$158,992$204,208▲ $45,216
Prepaid Expenses and Deferred Charges$16,053$174,908▲ $158,855
Intangible Assets-$63,855-
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-
Inventories for Sale or Use-$0-
Total Assets$7,914,694$8,820,111▲ $905,417
Other Assets Total$97,230$95,835▼ $1,395
Liabilities
Accounts Payable and Accrued Expenses$824,989$1,109,076▲ $284,087
Other Liabilities$88,780$87,527▼ $1,253
Deferred Revenue$171,482$16,230▼ $155,252
Total Liabilities$1,085,251$1,212,833▲ $127,582
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,471,177$7,259,461▲ $788,284
Net Assets With Donor Restrictions$358,266$347,817▼ $10,449
Total Net Assets Fund Balance$6,829,443$7,607,278▲ $777,835
Total Liabilities and Net Assets / Fund Balance$7,914,694$8,820,111▲ $905,417

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$263,261$560,083$823,344
Buildings$651,182$71,780$722,962
Leasehold Improvements$45,574$260,245$305,819
Other Land Buildings$3,344$8,515$11,859
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori GougeonPresident & CEOFT$179,850$65,344$245,194
Deanna DycusFormer ChairFT$139,864-$139,864
Debbie ShiflettChairmanFT$123,860-$123,860
Chris BrigmanTreasurerFT$106,328-$106,328
Kathi KnierDirectorFT$103,185-$103,185

Board Members and Trustees

NameTitle
Justin ElliottVice Chair
Caitlin HorneDirector
Cameron MontgomeryDirector
Chris CampolmiDirector
Darren BingDirector
Dennis KnaselDirector
Doug KnowltonDirector
Jodie AndersonDirector
Joe CherryDirector
John KirklandDirector
Laura ReynoldsDirector
Rob PontonDirector
Sandra DuPuyDirector
Gregory Proctor-
Mallen Bruggeman-
Raj Pragasam-
William Bockenek-
Bruce DowningSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
SETWorksSoftware Service1520 Clay St, North Kansas City, MO 64116$284,792
Lat Purser & Associates IncRent4530 Park Rd 410, Charlotte, NC 28209$259,557
Revenue and Support

Revenue Composition

Contributions and Grants
$1,599,603
Program Service Revenue
$20,300,965
Investment Income
$20,379
Other Revenue
$24,270
All Other Contributions
$1,082,603
Change in Net Assets
$777,835

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,945,217
Revenue Not Reported on Form 990
$75,938
Total Revenue per Audited Statements
$22,021,155
Total Revenue per Form 990
$21,945,217
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,564,274
Salaries, Compensation, and Employee Benefits$9,603,108
Total Fundraising Expense$396,164
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,887,968$1,559,362$191,996$7,639,326
Other Employee Benefits$762,945$191,226$19,401$973,572
All Other Expenses$526,823$59,098$28,157$614,078
Payroll Taxes$462,774$115,990$11,768$590,532
Occupancy$217,787$190,513$8,905$417,205
Depreciation Depletion-$287,355-$287,355
Insurance$157,627$93,419$2,107$253,153
Current Officers, Directors, Trustees, and Key Employees$188,982$50,050$6,162$245,194
Conferences and Meetings$161,108$10,667$2,654$174,429
Pension Plan Contributions$121,062$30,343$3,079$154,484
Other Expenses$2,902$111,479$7,117$121,498
Interest-$74-$74
Total Functional Expenses$17,644,573$3,126,645$396,164$21,167,382

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$21,243,320
Expenses per Audited Statements$21,167,382
Total Expenses per Form 990$21,167,382
Expenses Not Reported on Form 990$75,938
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$100,208
Fundraising Direct Expenses$75,938
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dream Maker$517,000-$31,961-
Crown Town Throw Down$100,208$100,208$19,318$80,890
Total Events$617,208$100,208$75,938$24,270
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$83,093
Capital Lease$4,434
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 12C

“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 President which includes reviewing the InReach By-Laws and Conflict of Interest policy. The President 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, Section B, Line 15A

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

Form 990, Part VI, Section B, Line 15B

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

Form 990, Part VI, Section C, Line 19

“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
Sandra DuPuy
Title
Current Chair
Signed
2024-05-15
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
276

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
Preparer
Robert Dobbins
Phone
7043721515
Supplemental Narrative

Financial Statement Notes

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

“Special Event $75938”

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

“Special Event $75938”

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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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IRS990/Form990PartVIISectionAGrp/PersonNm7Rob Ponton
IRS990/Form990PartVIISectionAGrp/PersonNm8Doug Knowlton
IRS990/Form990PartVIISectionAGrp/PersonNm9Cameron Montgomery
IRS990/Form990PartVIISectionAGrp/PersonNm10Justin Elliott
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IRS990/Form990PartVIISectionAGrp/PersonNm16Joe Cherry
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IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,820,111
Liabilities
$1,212,833
Net assets
$7,607,278
Revenue
$21,945,217
Expenses
$21,167,382
Net income
$777,835
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