Civic Intelligence

The Golden L E a F Long-Term Economic Advancement Foundation In

990 • Fiscal year 2014 • EIN 52-2204473

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

Organization Profilewww.goldenleaf.org

View Organization Page

301 N Winstead AvenueSuite27804

(252) 442-7474

Siviq Scores

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

Liabilities / Assets

16th percentile

0.08x

Higher debt load relative to assets than 16% of similar nonprofits.

2014 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2014

Liabilities / Revenue

86th percentile

1.76x

Higher debt load relative to revenue than 86% of similar nonprofits.

2014 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2014

Net Margin

1st percentile

-45%

Higher net margin than 1% of similar nonprofits.

2014 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2014

Top Officer Pay

5th percentile

$226,041

Higher top officer pay than 5% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2014 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2014

Asset Growth

50th percentile

6.7%

Faster asset growth than 50% of similar nonprofits.

2014 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-32%

Faster revenue growth than 3% of similar nonprofits.

2014 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$956,849,074

Up $59,804,557 (+6.7%) from 2013

Net Assets

Up

$881,817,809

Up $72,441,007 (+9.0%) from 2013

Liabilities

Down

$75,031,265

Down $12,636,450 (-14%) from 2013

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin1st percentile

Revenue

$42,567,625

No earlier filing loaded for comparison.

Expenses

Down

$61,815,651

Down $48,350,217 (-44%) from 2013

Net Income

-$19,248,026

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$2.0B$1.5B$1.0B$500M$0Assets 2011: $793,585,382Liabilities 2011: $92,950,403Net Assets 2011: $700,634,9792011Assets 2012: $793,382,903Liabilities 2012: $84,625,928Net Assets 2012: $708,756,9752012Assets 2013: $897,044,517Liabilities 2013: $87,667,715Net Assets 2013: $809,376,8022013Assets 2014: $956,849,074Liabilities 2014: $75,031,265Net Assets 2014: $881,817,8092014Assets 2015: $941,156,934Liabilities 2015: $69,494,824Net Assets 2015: $871,662,1102015Assets 2016: $916,425,827Liabilities 2016: $67,996,660Net Assets 2016: $848,429,1672016Assets 2017: $1,038,999,385Liabilities 2017: $171,651,037Net Assets 2017: $867,348,3482017Assets 2018: $1,129,837,199Liabilities 2018: $201,052,429Net Assets 2018: $928,784,7702018Assets 2019: $1,192,806,381Liabilities 2019: $196,863,993Net Assets 2019: $995,942,3882019Assets 2020: $1,207,394,628Liabilities 2020: $234,080,022Net Assets 2020: $973,314,6062020Assets 2021: $1,379,237,142Liabilities 2021: $154,263,791Net Assets 2021: $1,224,973,3512021Assets 2022: $1,203,014,453Liabilities 2022: $218,513,934Net Assets 2022: $984,500,5192022Assets 2023: $1,292,166,073Liabilities 2023: $214,502,164Net Assets 2023: $1,077,663,9092023Assets 2024: $1,403,937,165Liabilities 2024: $245,570,768Net Assets 2024: $1,158,366,3972024Assets 2025: $1,527,467,982Liabilities 2025: $199,859,409Net Assets 2025: $1,327,608,5732025

Highlighted filing

2014

Assets$956,849,074
Liabilities$75,031,265
Net Assets$881,817,809
Open 2014 Filing

Operations Trend

Revenue Growth3rd percentile

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

$200M$100M$0-$100MExpenses 2011: $47,687,7082011Revenue 2012: $93,252,006Expenses 2012: $67,123,679Net Income 2012: $26,128,3272012Expenses 2013: $110,165,8682013Revenue 2014: $42,567,625Expenses 2014: $61,815,651Net Income 2014: -$19,248,0262014Revenue 2015: $37,322,055Expenses 2015: $40,128,250Net Income 2015: -$2,806,1952015Revenue 2016: $31,281,508Expenses 2016: $39,104,679Net Income 2016: -$7,823,1712016Revenue 2017: $87,246,987Expenses 2017: $138,890,436Net Income 2017: -$51,643,4492017Revenue 2018: $106,921,396Expenses 2018: $78,672,488Net Income 2018: $28,248,9082018Revenue 2019: $104,363,176Expenses 2019: $64,903,877Net Income 2019: $39,459,2992019Revenue 2020: $85,126,149Expenses 2020: $79,357,817Net Income 2020: $5,768,3322020Revenue 2021: $181,900,922Expenses 2021: $141,559,804Net Income 2021: $40,341,1182021Revenue 2022: $127,682,126Expenses 2022: $133,047,066Net Income 2022: -$5,364,9402022Revenue 2023: $57,758,666Expenses 2023: $63,535,535Net Income 2023: -$5,776,8692023Revenue 2024: $79,124,718Expenses 2024: $127,468,546Net Income 2024: -$48,343,8282024Revenue 2025: $171,537,614Expenses 2025: $169,872,591Net Income 2025: $1,665,0232025

Highlighted filing

2014

Revenue$42,567,625
Expenses$61,815,651
Net Income-$19,248,026
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$193,410,915
Mission and Program Overview

Mission

Golden leaf's mission is to promote the social welfare of north carolina's citizens and to receive and distribute funds for economic impact assistance to economically affected or tobacco-dependent regions of north carolina.

SEE PART III, LINE 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$809,376,802$881,817,809▲ $72,441,007
Investments Other Securities$500,194,249$560,045,710▲ $59,851,461
Investments in Publicly Traded Securities$396,264,222$395,849,553▼ $414,669
Cash and Non-Interest-Bearing Accounts$327,381$636,364▲ $308,983
Other Notes and Loans Receivable, Net$167,179$227,568▲ $60,389
Prepaid Expenses and Deferred Charges$89,791$89,554▼ $237
Accounts Receivable$1,695$325▼ $1,370
Savings and Temporary Cash Investments$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$897,044,517$956,849,074▲ $59,804,557
Other Assets Total$0$0→ $0
Liabilities
Grants Payable$87,523,092$74,896,696▼ $12,626,396
Accounts Payable and Accrued Expenses$144,623$134,569▼ $10,054
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$87,667,715$75,031,265▼ $12,636,450
Net Assets / Fund Balance
Total Net Assets Fund Balance$809,376,802$881,817,809▲ $72,441,007
Total Liabilities and Net Assets / Fund Balance$897,044,517$956,849,074▲ $59,804,557

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$15,429,949--
Compensation and Service Providers
Top Officer Pay5th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel J GerlachPresidentFT$189,733$36,308$226,041
Mark a Sorrellssenior vice presidentFT$164,757$32,322$197,079
Peter J CeraVP investmentsFT$148,333$31,987$180,320
Edward P LordVP programs/staff attorneyFT$109,316$28,167$137,483
Patricia Cabe-cantrellVP programs/comm.asst. & outreFT$110,619$24,965$135,584
Beth a EdmondsoncontrollerPT$93,059$22,384$115,443
Billy Ray Hallasst. secretary-$1,456-$1,456
Paul BrooksDirector-$1,456-$1,456
Britt CobbDirector-$1,248-$1,248
S Lawrence Davenporttreasurer-$1,248-$1,248
William ClarkeDirector-$1,248-$1,248
Dr James H Johnsonsecretary-$1,144-$1,144
Rev Lacy JoynerDirector-$936-$936
Johnathan RhynechairPT$832-$832
Edwin J VickDirector-$832-$832
Tom Taftvice chair-$624-$624

Board Members and Trustees

NameTitle
Barry Z DodsonDirector
Carolyn JusticeDirector
Claudine GibsonDirector
David L RoseDirector
David T StephensonDirector
Donald E FlowDirector
J Thomas BunnDirector
Ralph StrayhornDirector
Randy IsenhowerDirector
Tommy HesterDirector
Yvonne J JohnsonDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Silchester International InvestorsInvestment Mngmt-$429,169
DrzInvestment Mngmt-$414,695
Artisan PartnersInvestment Mngmt-$356,698
The Bank of New York Mellon CorporaInvestment Custodian-$309,457
Prime Buchholz Associates IncInvestmnt Consulting-$254,643
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$42,563,127
Other Revenue
$4,498
Change in Net Assets
$-19,248,026

Audited Revenue Reconciliation

Revenue per Audited Statements
$39,891,680
Revenue Not Reported on Financial Statements
$2,675,945
Revenue Not Reported on Form 990
$84,814,497
Other Revenue Adjustments
$33,814
Total Revenue per Audited Statements
$124,706,177
Total Revenue per Form 990
$42,567,625
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$32,162,211
Other Expenses$27,795,465
Salaries, Compensation, and Employee Benefits$1,857,975
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$32,162,211--$32,162,211
Fees for Service Investment Mgmnt Fees-$2,642,131-$2,642,131
Current Officers, Directors, Trustees, and Key Employees$560,278$503,748-$1,064,026
Other Salaries and Wages$434,244$98,604-$532,848
Fees for Services Legal-$166,396-$166,396
Other Employee Benefits$83,356$27,182-$110,538
Payroll Taxes$65,599$34,444-$100,043
Occupancy-$62,455-$62,455
Fees for Services Accounting-$60,000-$60,000
Pension Plan Contributions$40,654$9,866-$50,520
Travel-$43,413-$43,413
Office Expenses-$40,351-$40,351
Information Technology-$37,156-$37,156
Insurance-$21,725-$21,725
Other Expenses-$11,313-$11,313
Advertising-$8,474-$8,474
All Other Expenses-$2,257-$2,257
Fees for Services Other-$300-$300
Conferences and Meetings-$240-$240
Total Functional Expenses$33,346,342$28,469,309$0$61,815,651

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$61,815,651
Expenses per Audited Statements$52,265,170
Total Expenses per Audited Statements$52,265,170
Expenses Not Reported on Financial Statements$9,550,481
Other Expense Adjustments$6,908,350
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
90-0145439-Gov't EntityGolden LEAF Scholars Program 2014-2015 Initiatives$2,452,000
58-1745911-501(c)3Project Special K Ennis-Flint$2,000,000
23-7079591-Gov't EntityGolden LEAF Scholars Leadership Program 2014-2015$1,750,000
56-6000298-Gov't EntityBioTech and Medical Simulation Lab$1,500,000
56-6000323-Gov't EntityHwy 97 Sewer$1,500,000
56-6000403-Gov't EntityAdvanced Manufacturing and Innovation Academy Program Technology Upgrade$1,250,000
56-6000211-Gov't EntityCherokee County Schools 1:1 Steam-E Initiative * L Project$1,000,000
56-6000295-Gov't EntityProject East$1,000,000
56-6000344-Gov't EntityTyrrell County Sanitary Sewer Improvements$1,000,000
56-6001094-Gov't Entity1:1 Computing-Access4PQ$864,000
56-0894556-EducationA High Tech Training Center for Swain County$859,780
56-6001118-Gov't EntityDestination Graduation$827,000
56-1974942-501(c)3Port Cold Storage Faciltiy Project$800,000
56-1288079-EducationGolden LEAF Scholars Program - Two-Year Colleges ($750,000
56-6001134-EducationWilson Academy of Applied Technology$750,000
27-3397703-501(c)3Portable Wireless Network Test Capabilities Facility$750,000
56-0895914-EducationBuilding Better Allied Health Futures Initiative$661,904
56-0896010-Gov't EntityTri-County Community College Culinary and Hospital$600,000
56-6000308-Gov't EntityRevolving Loan Fund Researchers$500,000
56-6001440-EducationFostering Tomorrow's Advanced Manufacturing Engine$500,000
56-6052568-EducationThe Industrial Engineering Training Center$500,000
56-1364070-501(c)3Automation and Systems Integration: Globally Compe Development (HIAMS)$474,000
56-0894556-EducationThe Balsam Advanced Manufacturing Network$470,000
56-0937968-EducationManufacturing Skills Training Alliance$460,000
56-0896018-EducationHalifax Community College - Industrial Training Pr WWPS Improvement Project$450,000
56-0946799-501(c)3Hoke Initiative for Advanced Manufacturing Skills$442,242
56-6000329-EducationPender Business Park/Project Casper Infrastructure$400,000
56-6001323-Gov't EntityProject Yum$355,000
56-6000330-Gov't EntityPerquimans Marine Industrial Park Boat Ramp Care$308,762
56-6000652-Gov't EntityMartin County STEM Expansion (2014-15)$300,000
56-6001187-Gov't EntityDowntown Block Infrastructure Replacement$300,000
58-1360598-501(c)(3)Training for Tomorrow's Workforce$273,385
56-6001299-Gov't EntityWater & Sewer Expansion along Hwy 19/74 Corridor$250,000
56-0793680-Gov't EntityCNC Technology Equipment$240,000
56-0792170-EducationComposite Materials Training Center of Excellence 2014-2015$200,000
56-6001328-Gov't EntityVA Community-Based Out Clinic Sewer Extension Proj$200,000
56-6000403-EducationExpanding the Next Generation of Biomedical Resear Expansion$200,000
56-6001066-Gov't EntityManufacturing a Future that Works Interactive and Accessible Instructional Technology$200,000
56-6000337-Gov't EntityProject VSC$200,000
58-1903219-501(c)3The Support Center USDA IRP Fund$200,000
56-6000341-Gov't EntityProject Press$200,000
56-6001302-Gov't EntityWilkes Industrial Park Infrastructure Project Hospitality Education Initiative$200,000
56-0776305-Gov't EntityThe Gateway Project$200,000
56-6020162-Gov't EntityInterFlex Water System Expansion Learners: 1:1 Laptops for CECHS Students$200,000
27-1696736-501(c)(3)Veterans Life Center Engineers: A University, Community Colleges, & Industry Collaborative Initiative$200,000
56-6001122-EducationEqualizing Access to Technology for 21st Century L Value-Added Enterprise (CAVE)$196,629
56-6000331-Gov't Entity1:1 Laptop Program for Person County Schools Competitive Manufacturing Technology$195,000
56-0895794-Gov't EntityBiomanufacturing and Logistics Training through In$190,000
56-6000756-EducationLeadership Support for Digital Learning Initiative Vehicle Systems for Precision Agriculture$188,939
56-6000756-Gov't EntityBuilding Pathways for Access, Mentoring, and Leade Agriscience Workforce$188,268
56-6000756-EducationGrowing a Profitable Niche Meat Industry Leadership in Agriculture$175,000
45-5630019-Gov't EntityProducing Scholars for the Biotechnology and Agris$175,000
56-6001137-EducationLearners Engaged and Future-Ready Part II$175,000
56-1912926-501(c)3Alamance County Cattlemen's Association Livestock$167,500
56-6000311-Gov't EntityJohnston County Novo Nordisk Expansion - ECIA WWPS$150,000
56-2042582-Gov't EntityTurnpike Industrial Park - Sewer Service to Ennis-$140,000
56-6000756-Gov't EntityDetermining the Cause and Control of Internal Necr$127,931
56-6000756-EducationGolden LEAF Mid-Skills Evaluation Necrosis in Sweet Potatoes$125,611
56-6001164-Gov't EntityWest End Sewer Service Project$122,800
56-6001216-Gov't EntityTown of Edenton Project SMA$120,000
56-6000997-Gov't EntityINSPIRE Locally Grown Globally Ready$110,000
56-0794933-501(c)3Rutherford Health Center Initiative: Educating for the 21st Century$100,000
56-0794261-Gov't EntityChatham, Harnett, and Lee Workforce Preparedness I$100,000
56-1709321-501(c)3Renaissance Square$100,000
56-0797766-501(c)3Expanding the Livestock Economy in WNC Excellence$100,000
56-6000756-Gov't EntityNorth Carolina Farm Management Training Schools$90,000
56-0530234-501(c)(3)Randolph Hospital PACE Center, StayWell Senior Car$75,000
56-6000756-Gov't EntityEvaluating the Use of Lower-Cost Unmanned Aerial V Infrastructure Project$61,460
56-1702956-501(c)(3)Sunburst Trout Farms Municipal Aquaculture Expansi$60,000
27-2041641-501(c)(3)Dosher ER - Save a Life$50,000
56-6000348-Gov't EntityWarren County Center for Agricultural & Value-Adde$50,000
20-4307481-501(c)3Medical Equipment Upgrade Project$45,000
56-1957642-501(c)3Wilkes Cattle Quality Improvement Program$45,000

International Summary

Spending
$259,978,789

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (Including Iceland and Greenland)Investments---$38,377,757
North AmericaInvestments---$37,876,346
North AmericaInvestments---$30,981,811
Central America and the CaribbeanInvestments---$25,917,345
Central America and the CaribbeanInvestments---$25,007,328
Central America and the CaribbeanInvestments---$23,448,803
Central America and the CaribbeanInvestments---$22,310,382
Central America and the CaribbeanInvestments---$22,209,182
Central America and the CaribbeanInvestments---$22,064,744
Central America and the CaribbeanInvestments---$7,595,891
Central America and the CaribbeanInvestments---$2,381,190
Central America and the CaribbeanInvestments---$973,855
Central America and the CaribbeanInvestments---$834,155
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

APPROVAL OF GOVERNING BODY DECiSIONS - FORM 990, PART VI, LINE 7A

“The foundation is governed by a board of directions comprised of fifteen directors. Five directors are appointed by the governor of the state of north carolina. Five directors are appointed by the president pro tempore of the north carolina senate. five directors are appointed by the speaker of the north carolina house of representatives.”

Form 990 Review Process - Form 990, Part VI, Line 11B

“A copy of Form 990 was provided to each member of the foundation's board of directors. The audit committee of the board reviewed the Form 990 and, prior to its filing, recommended approval to the full board.”

Conflicts of Interest - Form 990, Part VI, Line 12C

“The foundation'S board of directors and committees meet approximately six times per year. At each such meeting, or group of meetings, directors are asked to confirm their disclosure or make any new disclosures. When a director discloses an interest in a proposed transaction, the director does not participate in the discussion concerning, or the vote upon, the proposed transaction.”

Determining Compensation - Form 990, Part VI, Line 15

“The personnel committee of the board of directors reviewed salary and benefit information for positions comparable to the president at other North Carolina foundations and endowments and North Carolina state agencies prior to making a recommendation to the board regarding the president's salary and benefits. The board approved the salary and benefits of the president.”

Availability of Other Documents - Form 990, Part VI, Line 19

“The organization makes its governing documents and conflict of interest policy available upon request. The financial statements are made available on the organization's website and upon request.”

Disposal of Assets - Form 990, Part VI, Line 7B

“The foundation may not dispose of assets pursuant to the provisions of section 55a-12-02 of the north carolina general statutes without the approval of the north carolina general assembly. The foundation may not amend its articles of incorporation without the approval of the north carolina general assembly.”

Filing and Contact Details

Filer

EIN
52-2204473
In Care Of
% BETH EDMONDSON
Phone
2524427474

Signing Officer

Name
Daniel J Gerlach
Title
president
Phone
7038930600
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel J Gerlach
Formed
1999
Legal Domicile
Nc
Voting Board Members
15
Independent Board Members
15
Employees
17
Volunteers
0

Preparer

Preparer
Michael Sorrells
Phone
7038930600
Supplemental Narrative

Additional Explanations

Changes in Net Assets - Form 990, Part XI, Line 9

“Cancelled grants 6,908,350 pass-through ubi income from k-1's (33,814) ----------------- total 6,874,536”

Oversight/selection Process - Form 990, Part XII, Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

Form 990, Schedule D, Part XI, Line 4B

“Pass-through ubi income from k-1s 33,814”

Form 990, Schedule D, Part XII, Line 4B

“Cancelled grants 6,908,350”

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IRS990/Desc0The primary purpose for which this Corporation was formed is to promote the social welfare and lessen the burdens of government by receiving and distributing funds to be used to provide economic impact assistance to economically affected or tobacco-dependent regions of North Carolina. In accordance with the consent decree and final judgment in state of north Carolina V. Phillip Morris Incorporated, ET AL., 98 CVS 14377. Activities in which the corporation may engage in the state of North Carolina include, but are not limited to, the following: 1. Education Assistance- provision of funds for educational programs for tobacco farmers and other workers impacted or projected to be impacted by the decline in demand for and/or production of tobacco or tobacco products. 2.Job training and employment assistance - Provision of loans and grants, to be used for job training and other employment-related programs to organizations assisting tobacco farmers and other workers dependent on tobacco farming, production and sales to transition to other sources of income. 3.Scientific research - Provision of funding for scientific research to develop new uses for tobacco or for the development of alternative cash crops. 4.Economic hardship assistance - Provision of direct grants, loans and other assistance programs to alleviate economic hardship, poverty or need experienced by tobacco farmers, quota owners, their families and others as a result of decline in quota and/or production of tobacco or tobacco products. 5.Public works and industrial recruitment - Provision of grants and loans to local governments for upgrading utilities, transportation, and other public service infrastructure to attract new businesses or for more general economic development purposes. 6.Health and human services - Provision of funding for improved health care and other social services needed to maintain the stability of tobacco-dependent communities. 7.Community assistance - Provision of direct grants and loans to economically depressed and deteriorating tobacco-dependent communities to be used exclusively for public purposes.
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$956,849,074
Liabilities
$75,031,265
Net assets
$881,817,809
Revenue
$42,567,625
Expenses
$61,815,651
Net income
-$19,248,026
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1,527$200$1,328$172$170$1.67
2024Summary only. Only limited summary data is available for this year.$1,404$246$1,158$79.1$127$48.3
2023Summary only. Only limited summary data is available for this year.$1,292$215$1,078$57.8$63.5$5.78
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,203$219$985$128$133$5.36
2021Summary only. Only limited summary data is available for this year.$1,379$154$1,225$182$142$40.3
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,207$234$973$85.1$79.4$5.77
2019Detailed filing. Detailed filing data is available for this year.$1,193$197$996$104$64.9$39.5
2018Detailed filing. Detailed filing data is available for this year.$1,130$201$929$107$78.7$28.2
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,039$172$867$87.2$139$51.6
2016Detailed filing. Detailed filing data is available for this year.$916$68.0$848$31.3$39.1$7.82
2015Detailed filing. Detailed filing data is available for this year.$941$69.5$872$37.3$40.1$2.81
2014Detailed filing. Detailed filing data is available for this year.$957$75.0$882$42.6$61.8$19.2
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$897$87.7$809$110
2012Summary only. Only limited summary data is available for this year.$793$84.6$709$93.3$67.1$26.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$794$93.0$701$47.7