Civic Intelligence

Capital Associated Industries Inc

EIN 56-0795246 • 501(c)6 • Raleigh, NC

Profile

To create and foster an environment in nc workplaces promoting the success of all employers and productive relationships with their employees.

3150 Spring Forest Rd No Ste116Raleigh, NC 27616

capital.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

8th percentile

-100%

Faster asset growth than 8% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$0

Down $16,566,121 (-100%) from 2020

Liabilities

Down

$0

Down $4,366,871 (-100%) from 2020

Net Assets

Down

$0

Down $12,199,250 (-100%) from 2020

Revenue

Down

$0

Down $7,171,361 (-100%) from 2020

Expenses

Down

$0

Down $7,141,679 (-100%) from 2020

Net Income

Down

$0

Down $29,682 (-100%) from 2020

Trend Graphs

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $9,113,061Liabilities 2010: $1,203,837Net Assets 2010: $7,909,2242010Assets 2011: $9,841,323Liabilities 2011: $593,790Net Assets 2011: $9,247,5332011Assets 2012: $11,048,191Liabilities 2012: $1,791,016Net Assets 2012: $9,257,1752012Assets 2013: $12,635,511Liabilities 2013: $2,053,116Net Assets 2013: $10,582,3952013Assets 2014: $12,948,282Liabilities 2014: $1,927,634Net Assets 2014: $11,020,6482014Assets 2015: $13,159,385Liabilities 2015: $2,222,013Net Assets 2015: $10,937,3722015Assets 2016: $13,853,551Liabilities 2016: $2,391,457Net Assets 2016: $11,462,0942016Assets 2017: $14,885,429Liabilities 2017: $2,717,783Net Assets 2017: $12,167,6462017Assets 2018: $14,179,674Liabilities 2018: $2,767,792Net Assets 2018: $11,411,8822018Assets 2019: $16,105,964Liabilities 2019: $4,120,366Net Assets 2019: $11,985,5982019Assets 2020: $16,566,121Liabilities 2020: $4,366,871Net Assets 2020: $12,199,2502020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$10M$5.0M$0Revenue 2010: $5,670,739Expenses 2010: $5,478,273Net Income 2010: $192,4662010Revenue 2011: $6,059,018Expenses 2011: $5,585,409Net Income 2011: $473,6092011Expenses 2012: $6,187,6052012Revenue 2013: $6,835,189Expenses 2013: $6,301,553Net Income 2013: $533,6362013Revenue 2014: $7,024,847Expenses 2014: $6,760,622Net Income 2014: $264,2252014Revenue 2015: $7,795,947Expenses 2015: $7,614,174Net Income 2015: $181,7732015Revenue 2016: $8,307,704Expenses 2016: $8,061,740Net Income 2016: $245,9642016Revenue 2017: $8,836,672Expenses 2017: $8,703,416Net Income 2017: $133,2562017Revenue 2018: $8,638,289Expenses 2018: $8,357,469Net Income 2018: $280,8202018Revenue 2019: $8,580,701Expenses 2019: $8,089,211Net Income 2019: $491,4902019Revenue 2020: $7,171,361Expenses 2020: $7,141,679Net Income 2020: $29,6822020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021

Highlighted filing

2021

Revenue$0
Expenses$0
Net Income$0

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$4.37$12.2$7.17$7.14$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.1$4.12$12.0$8.58$8.09$0.49
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$2.77$11.4$8.64$8.36$0.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$2.72$12.2$8.84$8.70$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$2.39$11.5$8.31$8.06$0.25
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$2.22$10.9$7.80$7.61$0.18
2014Detailed filing. Detailed filing data is available for this year.$12.9$1.93$11.0$7.02$6.76$0.26
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$2.05$10.6$6.84$6.30$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$1.79$9.26$6.19
2011Summary only. Only limited summary data is available for this year.$9.84$0.59$9.25$6.06$5.59$0.47
2010Summary only. Only limited summary data is available for this year.$9.11$1.20$7.91$5.67$5.48$0.19
Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 13, 2021
Return Version
2020v4.1
Gross Receipts
$7,191,671
Mission and Program Overview

Mission

To create and foster an environment in members' workplaces promoting their success as employers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,919,921$11,219,922▼ $699,999
Savings and Temporary Cash Investments$1,307,018$2,422,942▲ $1,115,924
Land, Buildings, and Equipment, Net$1,489,668$1,407,920▼ $81,748
Accounts Receivable$693,063$1,009,064▲ $316,001
Prepaid Expenses and Deferred Charges$397,495$291,756▼ $105,739
Investments Other Securities$257,856$151,813▼ $106,043
Intangible Assets$1,010$805▼ $205
Cash and Non-Interest-Bearing Accounts$274$274→ $0
Total Assets$16,105,964$16,566,121▲ $460,157
Other Assets Total$39,659$61,625▲ $21,966
Liabilities
Accounts Payable and Accrued Expenses$2,305,792$2,727,778▲ $421,986
Deferred Revenue$1,814,574$1,639,093▼ $175,481
Total Liabilities$4,120,366$4,366,871▲ $246,505
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,985,598$12,199,250▲ $213,652
Total Net Assets Fund Balance$11,985,598$12,199,250▲ $213,652
Total Liabilities and Net Assets / Fund Balance$16,105,964$16,566,121▲ $460,157

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,016,297$1,553,673$2,569,970
Leasehold Improvements$391,623$121,004$512,627
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
A Bruce ClarkeCEO / PresidentFT$732,453$284,521$1,016,974
Nicole HendrenVPFT$181,078$86,137$267,215
Molly HegemanVPFT$179,671$85,471$265,142
Colleen CunninghamVPFT$185,130$55,123$240,253
J Douglas Blizzard IiiVPFT$176,410$52,542$228,952
Thomas SheehanManager, Advice & ResolutionFT$128,126$25,450$153,576
Kevin Von Der LippePrivate InvestigatorFT$114,012$11,881$125,893

Board Members and Trustees

NameTitle
A Dale JenkinsChair
Jim PerryVice-chairman
Austin BarnhillBoard Member
George C TurnerBoard Member
John OxfordBoard Member
Rocky SpringerBoard Member
Scott SaylorBoard Member
Sepi SaidiBoard Member
Sharon BrysonBoard Member
Rob StandenBoard Member (rotated Off)
John MatthewsSecretary & Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
David Siler Distinctive Human ResourceInstructor Led Training221 N HORNER BLVD, Sanford, NC 27330$200,924
Soule Law Firm PllcPre-paid Legal Services PlanPO BOX 97552, Raleigh, NC 27624$182,048
Julie Bryce LLCFractional Vp Of Marketing1503 HOLLYWOOD ST, Durham, NC 27701$152,344
Margaret Hesson PettyjohnHr Consultant3117 GEORGIAN TERRACE, Raleigh, NC 27607$149,461
Murry Consulting LLC (attn Wendy MurryProject Manager1428 JENKINS RD, Wake Forest, NC 27587$122,466
Revenue and Support

Revenue Composition

Contributions and Grants
$250,000
Program Service Revenue
$6,336,901
Investment Income
$583,500
Other Revenue
$960
Change in Net Assets
$29,682

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,745,023
Revenue Not Reported on Financial Statements
$426,338
Revenue Not Reported on Form 990
$835,798
Other Revenue Adjustments
$375,532
Total Revenue per Audited Statements
$7,580,821
Total Revenue per Form 990
$7,171,361
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,303,043
Other Expenses$2,837,033
Grants and Similar Amounts Paid$1,603
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,449,185$360,248-$1,809,433
Current Officers, Directors, Trustees, and Key Employees$56,193$1,227,997-$1,284,190
Other Employee Benefits$379,709$386,280-$765,989
Occupancy$253,570$158,362-$411,932
Depreciation Depletion$291,590$116,634-$408,224
Information Technology$134,518$136,542-$271,060
Payroll Taxes$122,435$128,243-$250,678
Advertising$179,709$38,058-$217,767
Pension Plan Contributions$94,143$98,610-$192,753
Fees for Services Other$311$173,437-$173,748
Office Expenses$56,571$98,414-$154,985
Insurance-$57,419-$57,419
Fees for Service Investment Mgmnt Fees-$50,806-$50,806
Travel$1,168$24,163-$25,331
Conferences and Meetings$8,441$10,800-$19,241
Fees for Services Lobbying-$3,500-$3,500
Grants to Domestic Orgs$1,603--$1,603
Other Expenses$895,754$-22,938-$-22,938
Total Functional Expenses$3,924,900$3,216,779$0$7,141,679

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,367,169
Total Expenses per Form 990$7,141,679
Expenses per Audited Statements$7,090,873
Expenses Not Reported on Form 990$276,296
Expenses Not Reported on Financial Statements$50,806
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$3,500
Total Nondeductible Lobbying and Political Cost$3,500
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

An executive committee shall handle emergency or other matters as may arise between sessions of the board. The executive committee shall consist of the chairman, vice chairman, secretary and treasurer

Form 990, Part VI, Section A, Line 6

The organization is a membership association with member organizations.

Form 990, Part VI, Section A, Line 7A

Each member shall have the right to cast one vote on each matter presented to the membership by majority vote of the board of directors.

Form 990, Part VI, Section B, Line 11B

The form 990 was made available to the entire board prior to filing. The form 990 was reviewed by the executive committee and chair.

Form 990, Part VI, Section B, Line 12C

Annual review of the policy with board members and officers, and periodic re-certification. Publication of the policy to employees and periodic discussion. Swift resolution of any potential conflicts.

Form 990, Part VI, Section B, Line 15

Ceo: executive committee performs an annual review and evaluation of compensation. Directors / top mgmt: ceo performs an annual review and evaluation of compensation. Comparability data used includes national and local salary survey data, as well as comparisons to other associations of similiar size and scope.

Form 990, Part VI, Section C, Line 18

Photocopies of the form 990 are available upon request at the organization's administrative office.

Form 990, Part VI, Section C, Line 19

Photocopies of the organization's governing documents, conflict of interest, and financial statements are available upon request at the organization's administrative office.

Filing and Contact Details

Filer

Filer Name
Capital Associated Industries Inc
EIN
56-0795246
Phone
9198789222
Address
3150 SPRING FOREST RD NO STE116, RALEIGH, NC 27616

Signing Officer

Name
A Bruce Clarke
Title
President and CEO
Phone
9198789222
Signed
2021-09-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
A Bruce Clarke
Formed
1963
Legal Domicile
Nc
Voting Board Members
10
Independent Board Members
10
Employees
70
Volunteers
425

Preparer

Firm
Dixon Hughes Goodman Llp
Address
500 RIDGEFIELD COURT, ASHEVILLE, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Equity in subsidiary -375,532. Accounting change for recognition of membership dues

FORM 990, PART XII, LINE 2C:

The board of directors has a sub-committee that is responsible for the selection of an independent accountant and for the oversight of the audit of the financial statements.

Financial Statement Notes

PART X, LINE 2:

Capital associated industries, inc. Is exempt from federal income taxes under section 501(c) (6) of the internal revenue code. However, income from certain business activities not directly related to its tax-exempt purpose is subject to unrelated business income tax. Deferred income taxes are provided for the estimated differences between the financial statement carrying amounts and the tax bases of recognized assets and liabilities. Deferred tax assets are reduced by a valuation allowance when, in the opinion of management, it is more-likely-than-not that some portion or all of the deferred tax assets will not be realized. It is the organization's policy to evaluate all tax positions to identify any that may be considered uncertain. All indentified material tax positions are assessed and measured by a more-likely-than-not threshold to determine if the tax position is uncertain and what, if any, the effect of the uncertain tax position may have on the consolidated financial statements. No material uncertain tax positions were identified for 2020 and 2019.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Sale of fixed assets included in expenses 20,310. Employee retention credit reported in grants 255,986.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Equity in subsidiary 375,532.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Sale of fixed assets included in expenses 20,310. Employee retention credit reported in grants 255,986.

Raw XML AppendixShowing 400 of 720 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02305792
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02727778
IRS990/AccountsReceivableGrp/BOYAmt0693063
IRS990/AccountsReceivableGrp/EOYAmt01009064
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO CREATE AND FOSTER AN ENVIRONMENT IN MEMBERS' WORKPLACES PROMOTING THEIR SUCCESS AS EMPLOYERS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt038058
IRS990/AdvertisingGrp/ProgramServicesAmt0179709
IRS990/AdvertisingGrp/TotalAmt0217767
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0A BRUCE CLARKE
IRS990/BooksInCareOfDetail/PhoneNum09198789222
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03150 SPRING FOREST RD STE 116
IRS990/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027616
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0274
IRS990/CashNonInterestBearingGrp/EOYAmt0274
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt06
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt01227997
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt056193
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01284190
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt010800
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt08441
IRS990/ConferencesMeetingsGrp/TotalAmt019241
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0200924
IRS990/ContractorCompensationGrp/CompensationAmt1182048
IRS990/ContractorCompensationGrp/CompensationAmt2152344
IRS990/ContractorCompensationGrp/CompensationAmt3149461
IRS990/ContractorCompensationGrp/CompensationAmt4122466
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0221 N HORNER BLVD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO BOX 97552
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt21503 HOLLYWOOD ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt33117 GEORGIAN TERRACE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt41428 JENKINS RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SANFORD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1RALEIGH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2DURHAM
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3RALEIGH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4WAKE FOREST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd027330
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd127624
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd227701
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd327607
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd427587
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0DAVID SILER DISTINCTIVE HUMAN RESOURCE
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1SOULE LAW FIRM PLLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2JULIE BRYCE LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3MARGARET HESSON PETTYJOHN
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4MURRY CONSULTING LLC (ATTN WENDY MURRY
IRS990/ContractorCompensationGrp/ServicesDesc0INSTRUCTOR LED TRAINING
IRS990/ContractorCompensationGrp/ServicesDesc1PRE-PAID LEGAL SERVICES PLAN
IRS990/ContractorCompensationGrp/ServicesDesc2FRACTIONAL VP OF MARKETING
IRS990/ContractorCompensationGrp/ServicesDesc3HR CONSULTANT
IRS990/ContractorCompensationGrp/ServicesDesc4PROJECT MANAGER
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0250000
IRS990/CYGrantsAndSimilarPaidAmt01603
IRS990/CYInvestmentIncomeAmt0583500
IRS990/CYOtherExpensesAmt02837033
IRS990/CYOtherRevenueAmt0960
IRS990/CYProgramServiceRevenueAmt06336901
IRS990/CYRevenuesLessExpensesAmt029682
IRS990/CYSalariesCompEmpBnftPaidAmt04303043
IRS990/CYTotalExpensesAmt07141679
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07171361
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt01814574
IRS990/DeferredRevenueGrp/EOYAmt01639093
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0116634
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0291590
IRS990/DepreciationDepletionGrp/TotalAmt0408224
IRS990/Desc0MEMBERSHIP - NEWS GATHERING AND PUBLICATION, REGULATORY SYNTHESIS, BEST PRACTICE ACCUMULATION AND DISSEMINATION, DATA COLLECTION AND DISTRIBUTION ON WORKPLACE NEEDS, PUBLIC ISSUE EDUCATION AND ADVOCACY RELATED TO THE WORKPLACE, EVENTS AND WEBINARS AVAILABLE TO ALL EMPLOYERS PROMOTING REGULATORY COMPLIANCE, AND MULTIPLE METHODS FOR SHARING INFORMATION AND LESSONS-LEARNED ALLOW FOR MEMBER INTEGRATION AND NETWORKING.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt070
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt03924900
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt03500
IRS990/FeesForServicesLobbyingGrp/TotalAmt03500
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0173437
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0311
IRS990/FeesForServicesOtherGrp/TotalAmt0173748
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt050806
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt050806
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt11209521
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1221095
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1320595
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1415487
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1520828
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1620840
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1711881
IRS990/Form990PartVIISectionAGrp/PersonNm0A DALE JENKINS
IRS990/Form990PartVIISectionAGrp/PersonNm1JIM PERRY
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN MATTHEWS
IRS990/Form990PartVIISectionAGrp/PersonNm3SCOTT SAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm4GEORGE C TURNER
IRS990/Form990PartVIISectionAGrp/PersonNm5ROB STANDEN
IRS990/Form990PartVIISectionAGrp/PersonNm6SEPI SAIDI
IRS990/Form990PartVIISectionAGrp/PersonNm7ROCKY SPRINGER
IRS990/Form990PartVIISectionAGrp/PersonNm8AUSTIN BARNHILL
IRS990/Form990PartVIISectionAGrp/PersonNm9SHARON BRYSON
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN OXFORD
IRS990/Form990PartVIISectionAGrp/PersonNm11A BRUCE CLARKE
IRS990/Form990PartVIISectionAGrp/PersonNm12NICOLE HENDREN
IRS990/Form990PartVIISectionAGrp/PersonNm13J DOUGLAS BLIZZARD III
IRS990/Form990PartVIISectionAGrp/PersonNm14COLLEEN CUNNINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm15MOLLY HEGEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm16THOMAS SHEEHAN
IRS990/Form990PartVIISectionAGrp/PersonNm17KEVIN VON DER LIPPE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11807453
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12246120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13208357
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14224766
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15244314
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16132736
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17114012
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER (ROTATED OFF)
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CEO / PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP
IRS990/Form990PartVIISectionAGrp/TitleTxt16MANAGER, ADVICE & RESOLUTION
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRIVATE INVESTIGATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-20310
IRS990/GainOrLossGrp/SecuritiesAmt0345169
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt0250000
IRS990/GrantAmt01603
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01603
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01603
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0345169
IRS990/GrossReceiptsAmt07191671
IRS990/GrossRentsGrp/RealAmt01355
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt011
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0136542
IRS990/InformationTechnologyGrp/ProgramServicesAmt0134518
IRS990/InformationTechnologyGrp/TotalAmt0271060
IRS990/InsuranceGrp/ManagementAndGeneralAmt057419
IRS990/InsuranceGrp/TotalAmt057419
IRS990/IntangibleAssetsGrp/BOYAmt01010
IRS990/IntangibleAssetsGrp/EOYAmt0805
IRS990/InvestmentIncomeGrp/ExclusionAmt0258641
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0258641
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0257856
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0151813
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011919921
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011219922
IRS990/IRPDocumentCnt048
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01674677
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01489668
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01407920
IRS990/LandBldgEquipCostOrOtherBssAmt03082597
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt020310
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO CREATE AND FOSTER AN ENVIRONMENT IN MEMBERS' WORKPLACES PROMOTING THEIR SUCCESS AS EMPLOYERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt011985598
IRS990/NetAssetsOrFundBalancesEOYAmt012199250
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0324859
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0324859
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt01355
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt01355
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0559502
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt011985598
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt012199250
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/ManagementAndGeneralAmt0158362
IRS990/OccupancyGrp/ProgramServicesAmt0253570
IRS990/OccupancyGrp/TotalAmt0411932
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt098414
IRS990/OfficeExpensesGrp/ProgramServicesAmt056571
IRS990/OfficeExpensesGrp/TotalAmt0154985
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt039659
IRS990/OtherAssetsTotalGrp/EOYAmt061625
IRS990/OtherChangesInNetAssetsAmt0-375532
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0386280
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0379709
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0765989
IRS990/OtherExpensesGrp/Desc0PROGRAM SERVICE EXPENSE
IRS990/OtherExpensesGrp/Desc1MERGER RELATED EXPENSES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3INCOME TAX EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0398
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1118546
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt251260
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3-22938
IRS990/OtherExpensesGrp/ProgramServicesAmt0895754
IRS990/OtherExpensesGrp/TotalAmt0896152
IRS990/OtherExpensesGrp/TotalAmt1118546
IRS990/OtherExpensesGrp/TotalAmt251260
IRS990/OtherExpensesGrp/TotalAmt3-22938
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REFERRAL INCOME
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-395
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0-395
IRS990/OtherRevenueTotalAmt0-395
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0360248
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01449185
IRS990/OtherSalariesAndWagesGrp/TotalAmt01809433
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0128243
IRS990/PayrollTaxesGrp/ProgramServicesAmt0122435
IRS990/PayrollTaxesGrp/TotalAmt0250678
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt098610
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt094143
IRS990/PensionPlanContributionsGrp/TotalAmt0192753
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0397495
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0291756
IRS990/PrincipalOfficerNm0A BRUCE CLARKE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1541610
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1HR CONSULTING
IRS990/ProgramServiceRevenueGrp/Desc2TRAINING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03648734
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11300834
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03648734
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11387333
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21300834
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt01387333
IRS990/ProgSrvcAccomActy2Grp/Desc0PUBLIC TRAINING - WE SERVED OVER 500 EMPLOYERS WITH HUNDREDS OF EXPERT-LED EVENTS AND CONFERENCES AVAILABLE TO ALL NC EMPLOYERS, PROVIDING OVER 5,000 OF THEIR EMPLOYEES WITH THE TOOLS NECESSARY FOR WORKPLACE SUCCESS AS MANAGERS, LEADERS, AND PROFESSIONALS; EXPLAINED METHODS FOR REGULATORY COMPLIANCE WITH STATE AND FEDERAL LAWS; MAINTAINED PROFESSIONAL STANDARDS AND CERTIFICATIONS.
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01300834
IRS990/ProgSrvcAccomActy3Grp/Desc0PUBLICATIONS, SURVEYS, AND DELIVERY OF EDUCATIONAL RESOURCES - PUBLISHED NEWSLETTERS; PRODUCED ANNUAL SURVEYS OF WORKPLACE DATA; PROVIDED PUBLICATIONS TO ENHANCE COMPLIANCE BY NC EMPLOYERS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt04275
IRS990/PYInvestmentIncomeAmt0227853
IRS990/PYOtherExpensesAmt03595578
IRS990/PYOtherRevenueAmt0120413
IRS990/PYProgramServiceRevenueAmt08232435
IRS990/PYRevenuesLessExpensesAmt0491490
IRS990/PYSalariesCompEmpBnftPaidAmt04489358
IRS990/PYTotalExpensesAmt08089211

Document Assets

No mirrored PDF or thumbnail assets are attached yet.