Civic Intelligence

North Carolina Health Care Facilities Association

EIN 56-0746687 • 501(c)6 • Raleigh, NC

Profile

Membership organization for nursing facilities in North Carolina

6325 Falls of Neuse Rd STE 35-259Raleigh, NC 27615

www.nchcfa.org

Siviq Scores

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

Liabilities / Assets

74th percentile

0.42x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.71x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Net Margin

83rd percentile

19%

Higher net margin than 83% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

96th percentile

$747,999

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Asset Growth

99th percentile

87%

Faster asset growth than 99% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-13%

Faster revenue growth than 10% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$9,605,747

Up $4,462,336 (+87%) from 2023

Liabilities

Up

$3,988,574

Up $3,355,670 (+530%) from 2023

Net Assets

Up

$5,617,173

Up $1,106,666 (+25%) from 2023

Revenue

Down

$5,656,172

Down $830,375 (-13%) from 2023

Expenses

Up

$4,581,710

Up $283,133 (+6.6%) from 2023

Net Income

Down

$1,074,462

Down $1,113,508 (-51%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0-$5.0MAssets 2010: $1,109,245Liabilities 2010: $1,269,913Net Assets 2010: -$160,6682010Assets 2011: $1,075,279Liabilities 2011: $1,205,916Net Assets 2011: -$130,6372011Assets 2012: $880,054Liabilities 2012: $1,051,652Net Assets 2012: -$171,5982012Assets 2013: $908,741Liabilities 2013: $1,057,826Net Assets 2013: -$149,0852013Assets 2014: $903,224Liabilities 2014: $827,910Net Assets 2014: $75,3142014Assets 2015: $1,124,149Liabilities 2015: $936,601Net Assets 2015: $187,5482015Assets 2016: $1,041,139Liabilities 2016: $833,555Net Assets 2016: $207,5842016Assets 2017: $927,924Liabilities 2017: $773,559Net Assets 2017: $154,3652017Assets 2018: $1,169,530Liabilities 2018: $742,203Net Assets 2018: $427,3272018Assets 2019: $1,459,717Liabilities 2019: $873,826Net Assets 2019: $585,8912019Assets 2020: $11,963,424Liabilities 2020: $10,666,552Net Assets 2020: $1,296,8722020Assets 2021: $7,250,917Liabilities 2021: $5,160,456Net Assets 2021: $2,090,4612021Assets 2022: $6,276,250Liabilities 2022: $4,051,237Net Assets 2022: $2,225,0132022Assets 2023: $5,143,411Liabilities 2023: $632,904Net Assets 2023: $4,510,5072023Assets 2024: $9,605,747Liabilities 2024: $3,988,574Net Assets 2024: $5,617,1732024

Highlighted filing

2024

Assets$9,605,747
Liabilities$3,988,574
Net Assets$5,617,173

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2010: $3,737,686Expenses 2010: $3,490,705Net Income 2010: $246,9812010Revenue 2011: $3,520,340Expenses 2011: $3,490,309Net Income 2011: $30,0312011Revenue 2012: $3,473,057Expenses 2012: $3,514,018Net Income 2012: -$40,9612012Revenue 2013: $3,621,136Expenses 2013: $3,598,623Net Income 2013: $22,5132013Revenue 2014: $3,601,553Expenses 2014: $3,377,157Net Income 2014: $224,3962014Revenue 2015: $3,738,695Expenses 2015: $3,626,461Net Income 2015: $112,2342015Revenue 2016: $3,769,795Expenses 2016: $3,749,759Net Income 2016: $20,0362016Revenue 2017: $3,886,171Expenses 2017: $3,939,388Net Income 2017: -$53,2172017Revenue 2018: $3,923,731Expenses 2018: $3,656,230Net Income 2018: $267,5012018Revenue 2019: $4,007,531Expenses 2019: $3,848,967Net Income 2019: $158,5642019Revenue 2020: $22,341,171Expenses 2020: $21,630,190Net Income 2020: $710,9812020Revenue 2021: $10,174,822Expenses 2021: $9,381,233Net Income 2021: $793,5892021Revenue 2022: $4,495,154Expenses 2022: $4,232,889Net Income 2022: $262,2652022Revenue 2023: $6,486,547Expenses 2023: $4,298,577Net Income 2023: $2,187,9702023Revenue 2024: $5,656,172Expenses 2024: $4,581,710Net Income 2024: $1,074,4622024

Highlighted filing

2024

Revenue$5,656,172
Expenses$4,581,710
Net Income$1,074,462

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.61$3.99$5.62$5.66$4.58$1.07
2023Summary only. Only limited summary data is available for this year.$5.14$0.63$4.51$6.49$4.30$2.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.28$4.05$2.23$4.50$4.23$0.26
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.25$5.16$2.09$10.2$9.38$0.79
2020Summary only. Only limited summary data is available for this year.$12.0$10.7$1.30$22.3$21.6$0.71
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.87$0.59$4.01$3.85$0.16
2018Summary only. Only limited summary data is available for this year.$1.17$0.74$0.43$3.92$3.66$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.77$0.15$3.89$3.94$0.05
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.83$0.21$3.77$3.75$0.02
2015Summary only. Only limited summary data is available for this year.$1.12$0.94$0.19$3.74$3.63$0.11
2014Summary only. Only limited summary data is available for this year.$0.90$0.83$0.08$3.60$3.38$0.22
2013Summary only. Only limited summary data is available for this year.$0.91$1.06$0.15$3.62$3.60$0.02
2012Summary only. Only limited summary data is available for this year.$0.88$1.05$0.17$3.47$3.51$0.04
2011Summary only. Only limited summary data is available for this year.$1.08$1.21$0.13$3.52$3.49$0.03
2010Summary only. Only limited summary data is available for this year.$1.11$1.27$0.16$3.74$3.49$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Gross Receipts
$5,656,172
Mission and Program Overview

Mission

Membership organization for nursing facilities in North Carolina

Membership organization for skilled nursing facilities in North Carolina

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$263,055$4,142,520▲ $3,879,465
Investments in Publicly Traded Securities$1,551,772$2,750,455▲ $1,198,683
Savings and Temporary Cash Investments$2,885,106$2,381,405▼ $503,701
Cash and Non-Interest-Bearing Accounts$305,258$213,377▼ $91,881
Prepaid Expenses and Deferred Charges$62,885$62,672▼ $213
Land, Buildings, and Equipment, Net$77,781$55,318▼ $22,463
Total Assets$5,145,857$9,605,747▲ $4,459,890
Liabilities
Deferred Revenue$442,245$3,762,375▲ $3,320,130
Accounts Payable and Accrued Expenses$160,901$226,199▲ $65,298
Total Liabilities$603,146$3,988,574▲ $3,385,428
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,416,294$5,233,304▲ $817,010
Net Assets With Donor Restrictions$126,417$383,869▲ $257,452
Total Net Assets Fund Balance$4,542,711$5,617,173▲ $1,074,462
Total Liabilities and Net Assets / Fund Balance$5,145,857$9,605,747▲ $4,459,890

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$55,318$274,545$329,863
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James A SholarPresident/CEOFT$527,000$265,633$792,633
Samuel ClarkVP FinanceFT$232,672$50,496$283,168
Karen O LennonVP Education member servicesFT$133,206$66,075$199,281

Board Members and Trustees

NameTitle
Paul BabinskiChair
Ted GoinsImmediate past chair
Tom Gatewood IIIDistrict 1 vice chair
Rob PeckDistrict 2 vice chair
Amy HuntleyDistrict 4 vice chair
Ben CohenDistrict III vice chair
Jennifer RobinsonDistrict V vice chair
Max MasonFirst vice chair
Grant HollowellIndependent owner vice chair
Gale BolceMulti-facility vice chair
Neil PruittNational multi-facility vice chair
Ashley JonesNon-proprietary vice chair
Bill WeisbergMember at large
Jim SchmidlinMember at large
Todd NunnSecretary / treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
James A Harrell IIILegal4800 Sanbridge Rd, Raleigh, NC 27615$197,500
Revenue and Support

Revenue Composition

Contributions and Grants
$4,303,758
Program Service Revenue
$916,001
Investment Income
$306,629
Other Revenue
$129,784
All Other Contributions
$377,450
Change in Net Assets
$1,074,462
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,568,596
Salaries, Compensation, and Employee Benefits$2,013,114
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$672,984$288,422-$961,406
Current Officers, Directors, Trustees, and Key Employees$502,600$215,400-$718,000
Fees for Services Legal$313,498$73,537-$387,035
Office Expenses$132,561$56,812-$189,673
Other Employee Benefits$94,255$40,395-$134,650
Payments to Affiliates$120,000--$120,000
Pension Plan Contributions$75,838$32,502-$108,340
Payroll Taxes$63,503$27,215-$90,718
Fees for Services Accounting-$82,508-$82,508
Occupancy$39,377$39,377-$78,754
Travel$67,839$2,634-$70,473
Information Technology$39,123$16,767-$55,590
Other Expenses$40,731--$40,731
Depreciation Depletion$13,387$13,386-$26,773
Total Functional Expenses$3,692,755$888,955$0$4,581,710
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
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$1,714,584
Current Year Nondeductible Lobbying and Political Cost$1,249,712
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
No
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, Line 7A

Election of board members and their rights The members of the organization vote/elect the board of directors every 2 years

Form 990, Part VI, Line 7B

The amount of dues are subject to the approval of the members of the organization

Form 990, Part VI, Line 8A

Although most committees do not consistently keep contemporaneous minutes, the committees report to the governing board and such reports are documented in the board minutes

Form 990, Part VI, Line 11B

Form 990 is reviewed by the executive committee annually before filing. The executive committee has been delegated authority by the board of directors to act o on behalf of the full board regarding the 990.

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

Compensation for the upcoming year for the executive director is examined and set/approved by the executive committee annually. The executive director, as ratified by the board approvals, sets the compensation for other employees. Sources consulted are the 990s of other membership organizations, surveys of other healthcare facilities associations, and BLS and BVR compensation data. The last review was in 2023.

Form 990, Part VI, Section C, Line 19

All referenced documents are available on request and at the Associations Raleigh location.

Form 990, Part VI, Line 8B

See answer above for line 8a

Filing and Contact Details

Filer

Filer Name
North Carolina Health Care Facilities Association Inc
EIN
56-0746687
Phone
9197823827
Address
6325 Falls of Neuse Rd STE 35-259, Raleigh, NC 27615

Signing Officer

Name
James A Sholar
Title
CEOPresident
Phone
9197823827
Signed
2025-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James A Sholar
Formed
1956
Legal Domicile
Nc
Voting Board Members
15
Independent Board Members
16
Employees
8

Preparer

Firm
B Dane Byers CPA PLLC
Address
2121 TW Alexander Dr Ste 124-47, Morrisville, NC 27560
Preparer
Bryant D Byers
Phone
9198303863
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 12C

Board members are required to review and sign a disclosure document regarding any such transactions or potential conflicts annually.

Raw XML AppendixShowing 400 of 501 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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IRS990/Form990PartVIISectionAGrp/PersonNm4Rob Peck
IRS990/Form990PartVIISectionAGrp/PersonNm5Ted Goins
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IRS990/Form990PartVIISectionAGrp/TitleTxt2VP Education member services
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IRS990/Form990PartVIISectionAGrp/TitleTxt4District 2 vice chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Immediate past chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Independent owner vice chair
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IRS990/Form990PartVIISectionAGrp/TitleTxt8District 4 vice chair
IRS990/Form990PartVIISectionAGrp/TitleTxt9District III vice chair
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0James A Sholar
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Samuel Clark
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Karen O Lennon
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