Civic Intelligence

Inreach

990 • Fiscal year 2024 • EIN 52-1084075

Jul 01, 2023 to Jun 30, 2024 • Filed on May 15, 2025

Organization Profilewww.inreachnc.org

View Organization Page

4014 Monroe Road Suite 170Charlotte, NC 28205

(704) 536-6661

Siviq Scores

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

Liabilities / Assets

50th percentile

0.30x

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

2024 filings • NTEE P • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.16x

Higher debt load relative to revenue than 30% of similar nonprofits.

2024 filings • NTEE P • $25M-$50M nonprofits • Source year 2024

Net Margin

76th percentile

8.9%

Higher net margin than 76% of similar nonprofits.

2024 filings • NTEE P • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

39th percentile

$245,038

Higher top officer pay than 39% of similar nonprofits.

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

2024 filings • NTEE P • $25M-$50M nonprofits • Source year 2024

Asset Growth

97th percentile

62%

Faster asset growth than 97% of similar nonprofits.

2024 filings • NTEE P • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

24%

Faster revenue growth than 83% of similar nonprofits.

2024 filings • NTEE P • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$14,307,522

Up $5,487,411 (+62%) from 2023

Net Assets

Up

$10,036,144

Up $2,428,866 (+32%) from 2023

Liabilities

Up

$4,271,378

Up $3,058,545 (+252%) from 2023

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin76th percentile

Revenue

Up

$27,209,082

Up $5,263,865 (+24%) from 2023

Expenses

Up

$24,780,216

Up $3,612,834 (+17%) from 2023

Net Income

Up

$2,428,866

Up $1,651,031 (+212%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2024

Assets$14,307,522
Liabilities$4,271,378
Net Assets$10,036,144
Open 2024 Filing

Operations Trend

Revenue Growth83rd 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

2024

Revenue$27,209,082
Expenses$24,780,216
Net Income$2,428,866
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$27,281,963
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$5,116,960$6,908,407▲ $1,791,447
Accounts Receivable$1,817,028$1,851,969▲ $34,941
Land, Buildings, and Equipment, Net$963,361$1,061,017▲ $97,656
Investments in Publicly Traded Securities-$875,641-
Savings and Temporary Cash Investments$383,956$399,689▲ $15,733
Pledges and Grants Receivable$204,208$209,188▲ $4,980
Prepaid Expenses and Deferred Charges$174,908$117,604▼ $57,304
Intangible Assets$63,855$59,961▼ $3,894
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-
Inventories for Sale or Use-$0-
Total Assets$8,820,111$14,307,522▲ $5,487,411
Other Assets Total$95,835$2,824,046▲ $2,728,211
Liabilities
Other Liabilities$87,527$2,804,147▲ $2,716,620
Accounts Payable and Accrued Expenses$1,109,076$1,467,231▲ $358,155
Deferred Revenue$16,230--
Total Liabilities$1,212,833$4,271,378▲ $3,058,545
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,259,461$9,729,981▲ $2,470,520
Net Assets With Donor Restrictions$347,817$306,163▼ $41,654
Total Net Assets Fund Balance$7,607,278$10,036,144▲ $2,428,866
Total Liabilities and Net Assets / Fund Balance$8,820,111$14,307,522▲ $5,487,411

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$409,247$530,492$939,739
Buildings$632,925$96,528$729,453
Leasehold Improvements$12,240$16,263$28,503
Other Land Buildings$6,605$1,241$7,846
Other Assets Org$2,718,059--
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori GougeonPresident & CEOFT$190,872$54,166$245,038
Deanna DycusDirectorFT$135,970$8,851$144,821
Debbie ShiflettChairmanFT$115,694-$115,694
Chris BrigmanTreasurerFT$101,989$5,493$107,482
Adriana FieldDirectorFT$90,957$16,016$106,973

Board Members and Trustees

NameTitle
Justin ElliottVice Chair
Adrienne WilliamsDirector
Austin FlynnDirector
Bruce DowningDirector
Caitlin HorneDirector
Cameron MontgomeryDirector
Darren BingDirector
Dennis KnaselDirector
Doug KnowltonDirector
Jodie AndersonDirector
John KirklandDirector
Kelly HickmanDirector
Rob PontonDirector
Sandra DuPuyDirector
Gregory Proctor-
Mallen Bruggeman-
Raj Pragasam-
William Bockenek-
David HuffSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,192,436
Program Service Revenue
$25,978,481
Investment Income
$111,046
Other Revenue
$-72,881
All Other Contributions
$670,167
Change in Net Assets
$2,428,866

Audited Revenue Reconciliation

Revenue per Audited Statements
$27,209,082
Revenue Not Reported on Form 990
$72,881
Total Revenue per Audited Statements
$27,281,963
Total Revenue per Form 990
$27,209,082
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,229,905
Salaries, Compensation, and Employee Benefits$11,550,311
Total Fundraising Expense$421,570
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,588,216$1,837,773$222,286$9,648,275
Other Employee Benefits$740,317$207,411$26,557$974,285
All Other Expenses$560,181$98,797$20,968$679,946
Payroll Taxes$502,742$140,851$18,034$661,627
Occupancy$204,226$195,894$12,403$412,523
Insurance$156,257$109,241$2,490$267,988
Current Officers, Directors, Trustees, and Key Employees$209,302$50,690$6,132$266,124
Conferences and Meetings$170,008$34,759$2,277$207,044
Depreciation Depletion-$167,188-$167,188
Other Expenses$2,609$130,898$2,365$135,872
Interest-$2-$2
Total Functional Expenses$20,639,079$3,719,567$421,570$24,780,216

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$24,853,097
Expenses per Audited Statements$24,780,216
Total Expenses per Form 990$24,780,216
Expenses Not Reported on Form 990$72,881
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$72,881
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Luncheon$387,888-$31,243-
Crown Town Throw Down$94,335-$11,998-
Total Events$522,269-$72,881$-72,881
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
Operating Lease Liability$2,730,801
Customer Funds Held in Trust$73,346
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
4014 Monroe Road Suite 170, Charlotte, NC 28205

Signing Officer

Name
Caitlin Horne
Title
Current Chair
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori Gougeon
Formed
1974
Legal Domicile
Nc
Voting Board Members
19
Independent Board Members
19
Employees
276
Volunteers
650

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 $72881”

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

“Special Event $72881”

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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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Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,307,522
Liabilities
$4,271,378
Net assets
$10,036,144
Revenue
$27,209,082
Expenses
$24,780,216
Net income
$2,428,866
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $25M-$50M nonprofits