Civic Intelligence

North Carolina Coalition on Aging

EIN 55-0909173 • 501(c)3 • Raleigh, NC

Profile

Improve the quality of life for older north carolinians.

PO Box 12762Raleigh, NC 27605

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$145,699

Up $2,046 (+1.4%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$145,699

Up $2,046 (+1.4%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin70th percentile

Revenue

Down

$115,743

Down $41,691 (-26%) from 2023

Expenses

Down

$113,697

Down $19,791 (-15%) from 2023

Net Income

Down

$2,046

Down $21,900 (-91%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2020: $42,472Liabilities 2020: $02020Assets 2021: $72,828Net Assets 2021: $72,8282021Assets 2022: $119,707Net Assets 2022: $119,7072022Assets 2023: $143,653Net Assets 2023: $143,6532023Assets 2024: $145,699Net Assets 2024: $145,6992024

Highlighted filing

2024

Assets$145,699
Liabilities-
Net Assets$145,699
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0Revenue 2020: $83,764Expenses 2020: $74,060Net Income 2020: $9,7042020Revenue 2021: $100,341Expenses 2021: $69,985Net Income 2021: $30,3562021Revenue 2022: $130,505Expenses 2022: $83,626Net Income 2022: $46,8792022Revenue 2023: $157,434Expenses 2023: $133,488Net Income 2023: $23,9462023Revenue 2024: $115,743Expenses 2024: $113,697Net Income 2024: $2,0462024

Highlighted filing

2024

Revenue$115,743
Expenses$113,697
Net Income$2,046
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$145,699
Liabilities
-
Net assets
$145,699
Revenue
$115,743
Expenses
$113,697
Net income
$2,046
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.46$1.46$1.16$1.14$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.44$1.44$1.57$1.33$0.24
2022Detailed filing. Detailed filing data is available for this year.$1.20$1.20$1.31$0.84$0.47
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.73$1.00$0.70$0.30
2020Summary only. Only limited summary data is available for this year.$0.42$0.00$0.84$0.74$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.0
Gross Receipts
$115,743
Mission and Program Overview

Mission

Improve the quality of life for older North Carolinians

Improve the quality of life for older north carolinians.

Program Services

DescriptionGrantsExpenses
EDUCATION - PROVIDE TIMELY INFO ON POLICY & PROGRAMS IMPACTING OLDER NORTH CAROLIANIANS & THEIR CAREGIVERS.-$48,859
HOSTED STEERING COMMITTEE TO STRATEGIZE ADDRESSING POLICY BARRIERS TO RECRUITMENT OF THE WORKFORCE.-$41,495
TRAINING TO GROUPSON TOPICS RE CAREGIVING, LEGISLATIVE UPDATES, DEMOGRAPHICS & WORKFORCE SHORTAGE.--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARRIE DUGASExec Director FebFT$45,516-$45,516
MARY BETHELBoard ChairFT$0--
ADAM SCHOLARVice Chair-$0--
RICHARD CHADYSecretary/Tr-$0--
DERYL DAVIS FULMERDirector-$0--
MARY WILLIAMS-STOVERDirector-$0--
LESS GELLERDirector-$0--
KAY CASTILLODirector-$0--
LEE LITTLEDirector-$0--
KATIE KUTCHERDirector-$0--
LEE DOBSONDirector-$0--
SANDRA PHELPSExec Director-$0--
Filing and Contact Details

Filer

Filer Name
North Carolina Coalition on Aging
EIN
55-0909173
Phone
9642755682
Address
PO BOX 12762, RALEIGH, NC 27605

Signing Officer

Name
Sandra Phelps
Title
Exec Director
Phone
9642755682
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Jeff Hale CPA Pa
Address
1100 HARDEE RD SUITE 102, KINSTON, NC 28504
Preparer
Jeff Hale
Phone
2525239061
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 75 office 14,681 travel 794 interest 2 insurance 698 prof development 630 bank fees 39 registrations 111 donations/grants to other 6,204 investment fees 109 total 23,343”

Raw XML Appendix172 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.

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