Civic Intelligence

Naifa- North Carolina

990 • Fiscal year 2011 • EIN 56-0658604

Jul 01, 2010 to Jun 30, 2011 • Filed on Oct 17, 2011

875 Washington Street27605
Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Higher debt load relative to assets than 49% of similar nonprofits.

2011 filings • 501(c)6 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$148,196

No earlier filing loaded for comparison.

Net Assets

$147,733

No earlier filing loaded for comparison.

Liabilities

$463

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$318,242

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $148,196Liabilities 2011: $463Net Assets 2011: $147,7332011Assets 2012: $143,542Liabilities 2012: $1,464Net Assets 2012: $142,0782012Assets 2013: $116,533Liabilities 2013: $2,364Net Assets 2013: $114,1692013Assets 2014: $118,513Liabilities 2014: $1,146Net Assets 2014: $117,3672014Assets 2015: $80,784Liabilities 2015: $1,014Net Assets 2015: $79,7702015Assets 2016: $117,172Liabilities 2016: $0Net Assets 2016: $117,1722016Assets 2017: $154,152Liabilities 2017: $0Net Assets 2017: $154,1522017Assets 2018: $172,454Liabilities 2018: $0Net Assets 2018: $172,4542018Assets 2019: $461,045Liabilities 2019: $0Net Assets 2019: $461,0452019Assets 2020: $541,791Liabilities 2020: $0Net Assets 2020: $541,7912020Assets 2021: $598,415Liabilities 2021: $0Net Assets 2021: $598,4152021Assets 2022: $638,744Liabilities 2022: $0Net Assets 2022: $638,7442022Assets 2023: $680,021Liabilities 2023: $0Net Assets 2023: $680,0212023Assets 2024: $755,226Liabilities 2024: $0Net Assets 2024: $755,2262024

Highlighted filing

2011

Assets$148,196
Liabilities$463
Net Assets$147,733

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $318,2422011Expenses 2012: $298,1152012Expenses 2013: $304,4432013Revenue 2014: $267,966Expenses 2014: $264,768Net Income 2014: $3,1982014Revenue 2015: $225,072Expenses 2015: $262,669Net Income 2015: -$37,5972015Revenue 2016: $200,531Expenses 2016: $163,129Net Income 2016: $37,4022016Revenue 2017: $180,242Expenses 2017: $143,262Net Income 2017: $36,9802017Revenue 2018: $160,781Expenses 2018: $142,479Net Income 2018: $18,3022018Revenue 2019: $448,374Expenses 2019: $159,783Net Income 2019: $288,5912019Revenue 2020: $232,200Expenses 2020: $161,522Net Income 2020: $70,6782020Revenue 2021: $226,893Expenses 2021: $169,965Net Income 2021: $56,9282021Revenue 2022: $240,254Expenses 2022: $200,121Net Income 2022: $40,1332022Revenue 2023: $261,897Expenses 2023: $220,620Net Income 2023: $41,2772023Revenue 2024: $273,358Expenses 2024: $198,153Net Income 2024: $75,2052024

Highlighted filing

2011

Revenue-
Expenses$318,242
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Oct 17, 2011
Return Version
2010v3.4
Gross Receipts
$318,680
Mission and Program Overview

Mission

The organization's primary exempt purpose is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Filing and Contact Details

Filer

EIN
56-0658604
Raw XML AppendixShowing 400 of 437 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/AccountantCompileOrReview01
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0ADVOCATE FOR MEMBERSHIP: LEGISLATIVE/REGULATORY; ENHANCE PROFESSIONAL SKILLS; PROMOTE ETHICS
IRS990/AddressPrincipalOfficerUS/AddressLine10875 WASHINGTON STREET
IRS990/AddressPrincipalOfficerUS/City0RALEIGH
IRS990/AddressPrincipalOfficerUS/State0NC
IRS990/AddressPrincipalOfficerUS/ZIPCode027605
IRS990/AllOtherExpenses/Total011301
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CashNonInterestBearing/EOY05181
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompCurrentOfficersDirectors/Total090461
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO01
IRS990/CompensationProcessOther01
IRS990/ConferencesMeetings/Total073320
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DepreciationDepletion/Total01169
IRS990/DescribedIn501C300
IRS990/Description0ORGANIZATION PROVIDES SYMPOSIUM AND OTHER PROGRAMS FOR EDUCATIONAL PURPOSES. ALSO PROVIDES LEADERSHIP AND LOBBYING TO SUSTAIN AND IMPROVE THE BUSINESS OF LIFE UNDERWRITING.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers00
IRS990/EmploymentTaxReturnsFiled01
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesOther/Total07289
IRS990/FinancialStatementSeparate0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek81.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek91.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek101.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek111.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek121.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek131.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek141.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek1540.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector10X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector11X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector12X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector13X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector14X
IRS990/Form990PartVIISectionA/NamePerson0TODD GRANTHAM
IRS990/Form990PartVIISectionA/NamePerson1RON DAVIDSON
IRS990/Form990PartVIISectionA/NamePerson2BILL MILLS
IRS990/Form990PartVIISectionA/NamePerson3JIM COVIELLO
IRS990/Form990PartVIISectionA/NamePerson4MARK GRIFFIN
IRS990/Form990PartVIISectionA/NamePerson5KEN SHERLIN III
IRS990/Form990PartVIISectionA/NamePerson6MATT STONE
IRS990/Form990PartVIISectionA/NamePerson7SANDER SMITH
IRS990/Form990PartVIISectionA/NamePerson8JEANENNE MUMFORD
IRS990/Form990PartVIISectionA/NamePerson9JEFF COLLINS
IRS990/Form990PartVIISectionA/NamePerson10DANIEL P RANDALL
IRS990/Form990PartVIISectionA/NamePerson11DEBBIE FOSTER
IRS990/Form990PartVIISectionA/NamePerson12FRAN ALBRITTON II
IRS990/Form990PartVIISectionA/NamePerson13GLENN P DEAL JR
IRS990/Form990PartVIISectionA/NamePerson14BUNN WOODARD JR
IRS990/Form990PartVIISectionA/NamePerson15G KENNETH MORGAN
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/Officer5X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/OtherCompensation100
IRS990/Form990PartVIISectionA/OtherCompensation110
IRS990/Form990PartVIISectionA/OtherCompensation120
IRS990/Form990PartVIISectionA/OtherCompensation130
IRS990/Form990PartVIISectionA/OtherCompensation140
IRS990/Form990PartVIISectionA/OtherCompensation1514494
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization110
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization120
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization130
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization140
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization1576413
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs110
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs120
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs130
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs140
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs150
IRS990/Form990PartVIISectionA/Title0IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionA/Title1PRESIDENT
IRS990/Form990PartVIISectionA/Title2PRESIDENT-ELECT
IRS990/Form990PartVIISectionA/Title3SECRETARY
IRS990/Form990PartVIISectionA/Title4TREASURER
IRS990/Form990PartVIISectionA/Title5NATIONAL COMMITTEEPERSON
IRS990/Form990PartVIISectionA/Title6AT LARGE
IRS990/Form990PartVIISectionA/Title7AT LARGE PAST PRESIDENT
IRS990/Form990PartVIISectionA/Title8AREA 1 VICE-PRESIDENT
IRS990/Form990PartVIISectionA/Title9AREA 2 VICE-PRESIDENT
IRS990/Form990PartVIISectionA/Title10AREA 3 VICE-PRESIDENT
IRS990/Form990PartVIISectionA/Title11AREA 4 VICE-PRESIDENT
IRS990/Form990PartVIISectionA/Title12AREA 5 VICE-PRESIDENT
IRS990/Form990PartVIISectionA/Title13AREA 6 VICE-PRESIDENT
IRS990/Form990PartVIISectionA/Title14FOUNDATION PRESIDENT
IRS990/Form990PartVIISectionA/Title15EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited00
IRS990/FundraisingActivities00
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts0318680
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/InvestmentIncomeCurrentYear0391
IRS990/InvestmentIncome/ExclusionAmount0391
IRS990/InvestmentIncomePriorYear0185
IRS990/InvestmentIncome/TotalRevenueColumn0391
IRS990/InvestmentInJointVenture00
IRS990/LandBldgEquipmentAccumDeprec037877
IRS990/LandBuildingsEquipmentBasis039629
IRS990/LandBuildingsEquipmentBasisNet/BOY02921
IRS990/LandBuildingsEquipmentBasisNet/EOY01752
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters01
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0THE ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS TO ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, ENHANCE BUSINESS AND PROFESSIONALSKILLS, AND PROMOTE THE ETHICAL CONDUCT OF ITS MEMBERS.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0KENNETH MORGAN
IRS990/NbrIndependentVotingMembers015
IRS990/NbrVotingGoverningBodyMembers015
IRS990/NbrVotingMembersGoverningBody015
IRS990/NetAssetsOrFundBalancesBOY0147295
IRS990/NetAssetsOrFundBalancesEOY0147733
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers015
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees03
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total016702
IRS990/OfficeExpenses/Total03067
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherEmployeeBenefits/Total01808
IRS990/OtherExpensePriorYear0170528
IRS990/OtherExpensesCurrentYear0166217
IRS990/OtherExpenses/Description0LAW AND LEGISLATIVE
IRS990/OtherExpenses/Description1TELEPHONE
IRS990/OtherExpenses/Description2MISCELLANEOUS
IRS990/OtherExpenses/Description3MAINTENANCE
IRS990/OtherExpenses/Description4ALU RELATIONS
IRS990/OtherExpenses/Total032092
IRS990/OtherExpenses/Total15579
IRS990/OtherExpenses/Total24362
IRS990/OtherExpenses/Total34260
IRS990/OtherExpenses/Total43822
IRS990/OtherLiabilities/BOY02697
IRS990/OtherLiabilities/EOY0463
IRS990/OtherRevenueCurrentYear012276
IRS990/OtherRevenueMisc/BusinessCode0524298
IRS990/OtherRevenueMisc/BusinessCode1524298
IRS990/OtherRevenueMisc/Description0COMMISSIONS
IRS990/OtherRevenueMisc/Description1MNGMENT FEES-AFFILIATE
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome06276
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome16000
IRS990/OtherRevenueMisc/TotalRevenueColumn06276
IRS990/OtherRevenueMisc/TotalRevenueColumn16000
IRS990/OtherRevenuePriorYear014001
IRS990/OtherSalariesAndWages/Total045651
IRS990/PartialLiquidation00
IRS990/PayrollTaxes/Total09079
IRS990/PensionPlanContributions/Total05026
IRS990/PoliciesReferenceChapters01
IRS990/PoliticalActivities00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0524298
IRS990/ProgramServiceRevenue/BusinessCode1524298
IRS990/ProgramServiceRevenue/BusinessCode2524298
IRS990/ProgramServiceRevenue/BusinessCode3524298
IRS990/ProgramServiceRevenueCY0306013
IRS990/ProgramServiceRevenue/Description0MEMBERSHIP DUES
IRS990/ProgramServiceRevenue/Description1SYMPOSIUM
IRS990/ProgramServiceRevenue/Description2LILI PROGRAM
IRS990/ProgramServiceRevenue/Description3NCALU CONVENTION
IRS990/ProgramServiceRevenuePriorYear0289067
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0207903
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome179973
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome29985
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome38152
IRS990/ProgramServiceRevenue/TotalRevenueColumn0207903
IRS990/ProgramServiceRevenue/TotalRevenueColumn179973
IRS990/ProgramServiceRevenue/TotalRevenueColumn29985
IRS990/ProgramServiceRevenue/TotalRevenueColumn38152
IRS990/ProhibitedTaxShelterTrans00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0438
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/RevenuesLessExpensesCY0438
IRS990/RevenuesLessExpensesPriorYear0-33501
IRS990/SalariesEtcCurrentYear0152025
IRS990/SalariesEtcPriorYear0166226
IRS990/SavingsAndTempCashInvestments/BOY0147071
IRS990/SavingsAndTempCashInvestments/EOY0141263
IRS990/ScheduleBRequired00
IRS990ScheduleC/AggrAmtReportedInDuesNotices040436
IRS990ScheduleC/AgreeToCarryoverPriorYear01
IRS990ScheduleC/DuesAssessments0175589
IRS990ScheduleC/NonDedLobbyPoliticalCarryover05852
IRS990ScheduleC/NonDedLobbyPoliticalCurrent032092
IRS990ScheduleC/NonDedLobbyPoliticalTotal037944
IRS990ScheduleC/OnlyInHouseLobbying00
IRS990ScheduleC/SubstantiallyAllDuesNondeduct00
IRS990ScheduleC/TaxableAmount0-2492
IRS990ScheduleD/Equipment/BookValue01752
IRS990ScheduleD/Equipment/Depreciation037877
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis039629
IRS990ScheduleD/OtherLiabilities/Amount0463
IRS990ScheduleD/OtherLiabilities/Description0PAYROLL TAX LIABILITIES
IRS990ScheduleD/TotalOfAmounts0463
IRS990ScheduleD/TotalOfBookValueLandBuildings01752
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE 990 IS REVIEWED BY THE FINANCE COMMITTEE AND THEN IT IS PROVIDED TO THE ENTIRE BOARD FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation1REVIEW OF THE CONFLICT OF INTEREST POLICY IS A BOARD AGENDA ITEM ANNUALLY.
IRS990ScheduleO/GeneralExplanation/Explanation2THE EXECUTIVE DIRECTORS' COMPENSATION IS APPROVED AND DETERMINED BY THE FINANCE COMMITTEE.
IRS990ScheduleO/GeneralExplanation/Explanation3AVAILABLE UPON REQUEST
IRS990ScheduleO/GeneralExplanation/Explanation4THE FINANCE COMMITTEE PROVIDES OVERSIGHT FOR THE REVIEWED FINANCIAL STATEMENTS. THERE HAS BEEN NO CHANGE IN THIS FOR THE CURRENT YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier1OVERSIGHT COMMITTEE
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3PART XII 2C
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10875 WASHINGTON STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0RALEIGH
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0NC
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode027605
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/EIN0581837139
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0NC
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10NORTH CAROLINA INSURANCE AND FINANCIAL ADVISORS FOUNDATION INC
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0CONTINUING EDUCATION PROGRAMS
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0170(B)(1)(A)(VI)
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs01
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs01
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees01
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved013200
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved16000
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10NORTH CAROLINA INSURANCE AND FINANCIAL ADVISORS FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine11NORTH CAROLINA INSURANCE AND FINANCIAL ADVISORS FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0J
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType1K
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0NC
IRS990/SubjectToProxyTax01
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10875 WASHINGTON STREET
IRS990/TheBooksAreInCareOf/AddressUS/City0RALEIGH
IRS990/TheBooksAreInCareOf/AddressUS/State0NC
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode027605
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10G KENNETH MORGAN
IRS990/TheBooksAreInCareOf/TelephoneNumber09198395828
IRS990/TotalAssets/BOY0149992
IRS990/TotalAssetsBOY0149992
IRS990/TotalAssets/EOY0148196
IRS990/TotalAssetsEOY0148196
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear0318242
IRS990/TotalExpensesPriorYear0336754
IRS990/TotalFunctionalExpenses/Total0318242
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY02697
IRS990/TotalLiabilitiesBOY02697
IRS990/TotalLiabilities/EOY0463
IRS990/TotalLiabilitiesEOY0463
IRS990/TotalLiabNetAssetsFundBalances/BOY0149992
IRS990/TotalLiabNetAssetsFundBalances/EOY0148196
IRS990/TotalNbrEmployees03
IRS990/TotalNbrVolunteers0200
IRS990/TotalNetAssetsFundBalances/BOY0147295
IRS990/TotalNetAssetsFundBalances/EOY0147733
IRS990/TotalOtherCompensation014494
IRS990/TotalOtherRevenue012276
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceRevenue0306013
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg076413
IRS990/TotalRevenueCurrentYear0318680
IRS990/TotalRevenue/ExclusionAmount0391
IRS990/TotalRevenuePriorYear0303253
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0318289
IRS990/TotalRevenue/TotalRevenueColumn0318680

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.55$0.00$7.55$2.73$1.98$0.75
2023Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$2.62$2.21$0.41
2022Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$2.40$2.00$0.40
2021Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$2.27$1.70$0.57
2020Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$2.32$1.62$0.71
2019Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$4.48$1.60$2.89
2018Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$1.61$1.42$0.18
2017Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$1.80$1.43$0.37
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$2.01$1.63$0.37
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.80$2.25$2.63$0.38
2014Detailed filing. Detailed filing data is available for this year.$1.19$0.01$1.17$2.68$2.65$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.02$1.14$3.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.01$1.42$2.98
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.00$1.48$3.18