Civic Intelligence

Benchmarks

EIN 56-1136423 • 501(c)3 • Raleigh, NC

Profile

Benchmarks is an alliance of nationally accredited agencies committed to providing quality care, leadership, and accountability in services to children, adults, and families in north carolina.

2609 Atlantic Avenue 105Raleigh, NC 27604

www.benchmarksnc.org

Siviq Scores

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

Liabilities / Assets

64th percentile

0.22x

Higher debt load relative to assets than 64% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.28x

Higher debt load relative to revenue than 73% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Source year 2024

Net Margin

50th percentile

4.0%

Higher net margin than 50% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

95th percentile

$299,671

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

NTEE P • $1M-$5M nonprofits • Source year 2024

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-11%

Faster revenue growth than 21% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,254,602

Up $379,526 (+20%) from 2023

Liabilities

Up

$502,521

Up $250,217 (+99%) from 2023

Net Assets

Up

$1,752,081

Up $129,309 (+8.0%) from 2023

Revenue

Down

$1,792,186

Down $211,040 (-11%) from 2023

Expenses

Down

$1,720,178

Down $290,939 (-14%) from 2023

Net Income

Up

$72,008

Up $79,899 (+1013%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $365,834Liabilities 2011: $58,409Net Assets 2011: $307,4252011Assets 2012: $448,130Liabilities 2012: $93,890Net Assets 2012: $354,2402012Assets 2013: $610,144Liabilities 2013: $81,351Net Assets 2013: $528,7932013Assets 2014: $698,625Liabilities 2014: $111,648Net Assets 2014: $586,9772014Assets 2015: $722,703Liabilities 2015: $114,456Net Assets 2015: $608,2472015Assets 2016: $612,501Liabilities 2016: $95,436Net Assets 2016: $517,0652016Assets 2017: $596,254Liabilities 2017: $110,598Net Assets 2017: $485,6562017Assets 2018: $717,830Liabilities 2018: $118,259Net Assets 2018: $599,5712018Assets 2019: $1,058,950Liabilities 2019: $129,837Net Assets 2019: $929,1132019Assets 2020: $1,038,509Liabilities 2020: $304,774Net Assets 2020: $733,7352020Assets 2021: $1,552,105Liabilities 2021: $136,067Net Assets 2021: $1,416,0382021Assets 2022: $1,717,289Liabilities 2022: $144,442Net Assets 2022: $1,572,8472022Assets 2023: $1,875,076Liabilities 2023: $252,304Net Assets 2023: $1,622,7722023Assets 2024: $2,254,602Liabilities 2024: $502,521Net Assets 2024: $1,752,0812024

Highlighted filing

2024

Assets$2,254,602
Liabilities$502,521
Net Assets$1,752,081

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $621,6232011Revenue 2012: $867,115Expenses 2012: $820,024Net Income 2012: $47,0912012Revenue 2013: $1,065,535Expenses 2013: $890,982Net Income 2013: $174,5532013Revenue 2014: $1,146,509Expenses 2014: $1,088,325Net Income 2014: $58,1842014Revenue 2015: $1,101,415Expenses 2015: $1,080,145Net Income 2015: $21,2702015Revenue 2016: $1,196,385Expenses 2016: $1,287,560Net Income 2016: -$91,1752016Revenue 2017: $1,216,263Expenses 2017: $1,256,050Net Income 2017: -$39,7872017Revenue 2018: $1,442,239Expenses 2018: $1,298,814Net Income 2018: $143,4252018Revenue 2019: $2,193,534Expenses 2019: $1,909,542Net Income 2019: $283,9922019Revenue 2020: $1,418,809Expenses 2020: $1,643,993Net Income 2020: -$225,1842020Revenue 2021: $2,075,861Expenses 2021: $1,580,512Net Income 2021: $495,3492021Revenue 2022: $1,856,702Expenses 2022: $1,632,026Net Income 2022: $224,6762022Revenue 2023: $2,003,226Expenses 2023: $2,011,117Net Income 2023: -$7,8912023Revenue 2024: $1,792,186Expenses 2024: $1,720,178Net Income 2024: $72,0082024

Highlighted filing

2024

Revenue$1,792,186
Expenses$1,720,178
Net Income$72,008

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.50$1.75$1.79$1.72$0.07
2023Summary only. Only limited summary data is available for this year.$1.88$0.25$1.62$2.00$2.01$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.14$1.57$1.86$1.63$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.14$1.42$2.08$1.58$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.30$0.73$1.42$1.64$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.13$0.93$2.19$1.91$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.12$0.60$1.44$1.30$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.11$0.49$1.22$1.26$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.10$0.52$1.20$1.29$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.11$0.61$1.10$1.08$0.02
2014Summary only. Only limited summary data is available for this year.$0.70$0.11$0.59$1.15$1.09$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.61$0.08$0.53$1.07$0.89$0.17
2012Summary only. Only limited summary data is available for this year.$0.45$0.09$0.35$0.87$0.82$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.06$0.31$0.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 25, 2025
Return Version
2024v5.2
Gross Receipts
$1,952,526
Mission and Program Overview

Mission

Benchmarks is an alliance of nationally accredited agencies committed to providing quality care, leadership, and accountability in services to children, adults, and families in north carolina.

Benchmarks is an allliance of 85+ n.c. Agencies supporting children, adults, and families in n.c. Who need support in the areas of: mental health, child welfare, intellectual/developmental disabilities, and substance abuse - so that these citizens can realize their full potential, contribute to their communities, and live lives of hope and health. Benchmarks is committed to leadership, quality, and accountability. Benchmarks provides an array of education, communication, and support services to member agencies across north carolina, and works in partnership with state and local human services networks to achieve the best outcomes for the state's most vulnerable children, adults, and families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,077,520$1,097,737▲ $20,217
Investments Other Securities$515,032$572,370▲ $57,338
Cash and Non-Interest-Bearing Accounts$80,544$245,942▲ $165,398
Prepaid Expenses and Deferred Charges$14,084$201,762▲ $187,678
Accounts Receivable$182,922$133,003▼ $49,919
Land, Buildings, and Equipment, Net$4,324$3,138▼ $1,186
Total Assets$1,875,076$2,254,602▲ $379,526
Other Assets Total$650$650→ $0
Liabilities
Deferred Revenue$44,650$399,068▲ $354,418
Other Liabilities$81,133$85,895▲ $4,762
Accounts Payable and Accrued Expenses$126,521$17,558▼ $108,963
Total Liabilities$252,304$502,521▲ $250,217
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,428,015$1,595,196▲ $167,181
Net Assets With Donor Restrictions$194,757$156,885▼ $37,872
Total Net Assets Fund Balance$1,622,772$1,752,081▲ $129,309
Total Liabilities and Net Assets / Fund Balance$1,875,076$2,254,602▲ $379,526

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,138$65,212$68,350
Other Securities$572,370--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$5,562-▲ $8-$5,570
2023$18,054-▲ $8$12,500$5,562
2022$18,050-▲ $18$14$18,054
2021$18,046-▲ $17$13$18,050
2020$18,041-▲ $22$17$18,046
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen McleodPresident/CEOFT$262,537$37,134$299,671
Tara FieldsCOOFT$152,126$30,041$182,167

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$942,386
Program Service Revenue
$769,735
Investment Income
$36,752
Other Revenue
$43,313
All Other Contributions
$361,603
Change in Net Assets
$72,008

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,786,661
Revenue Not Reported on Financial Statements
$5,525
Revenue Not Reported on Form 990
$57,301
Total Revenue per Audited Statements
$1,843,962
Total Revenue per Form 990
$1,792,186
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,147,042
Other Expenses$573,136
Total Fundraising Expense$25,068
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$578,092$94,499$6,418$679,009
Current Officers, Directors, Trustees, and Key Employees$236,283$13,127$13,127$262,537
Other Employee Benefits$85,334$11,278$2,048$98,660
Pension Plan Contributions$55,212$7,297$1,325$63,834
Payroll Taxes$37,194$4,915$893$43,002
Fees for Services Lobbying$36,000--$36,000
Conferences and Meetings$24,687$6,172-$30,859
All Other Expenses$25,987$4,015$481$30,483
Fees for Services Other$27,410$2,462-$29,872
Other Expenses$24,279--$24,279
Occupancy$15,833$2,092$380$18,305
Travel$17,344--$17,344
Fees for Services Accounting$10,083$1,121-$11,204
Insurance$8,597$1,136$206$9,939
Office Expenses$7,913$1,046$190$9,149
Fees for Service Investment Mgmnt Fees-$5,525-$5,525
Depreciation Depletion-$1,911-$1,911
Total Functional Expenses$1,538,514$156,596$25,068$1,720,178

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,720,178
Expenses per Audited Statements$1,714,653
Total Expenses per Audited Statements$1,714,653
Expenses Not Reported on Financial Statements$5,525
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Vacation$85,895
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, Section B, Line 11B

The form 990 is reviewed and approved by the board-designated finance committee along with benchmarks' annual audit. The form 990 and the finance committee's recommendations are presented to the full board of trustees for final approval prior to filing.

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

The president/ceo is responsible for continually monitoring for compliance with the benchmarks conflict of interest policy. Nominees for board of trustees vacancies are screened to determine if any potential conflict of interest exists. Upon election and annually, trustees are required to sign an affirmation acknowledging receipt of the conflict of interest policy and that their appointment to the board of trustees is not in violation of this policy. The president/ceo, along with the coo, are responsible for all hiring. All employees are required to read and affirm that no conflict of interest exists through their employment with benchmarks.

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

The compensation provided to the president/ceo of benchmarks is determined solely by the board of trustees. Annually, the chairman of the board of trustees conducts an evaluation of the president/ceo, including consultation of comparability data, to determine the ceo's compensation. Contemporaneous records of their decisions are made and kept in benchmarks' personnel files. For all other benchmarks employees, the president/ceo, along with the coo, has full responsibility for their hiring, supervision, evaluation and discharge.

Form 990, Part VI, Section C, Line 19

The organization makes its form 1023 available via its website. The 990 is available for public inspection via the guidestar website or by specific request. The organization makes its governing documents, conflict of interest policy, and financial statements available to the public via request approved by the board of trustees.

Filing and Contact Details

Filer

Filer Name
Benchmarks
EIN
56-1136423
Phone
9198281864
Address
2609 ATLANTIC AVENUE 105, RALEIGH, NC 27604

Signing Officer

Name
Tara Fields
Title
Chief Operating Officer
Phone
9198281864
Signed
2025-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tara Fields
Formed
1977
Legal Domicile
Nc
Voting Board Members
10
Independent Board Members
10
Employees
14
Volunteers
10

Preparer

Firm
Batchelor Tillery & Roberts Llp
Address
3605 GLENWOOD AVENUE SUITE 350, RALEIGH, NC 27612
Preparer
Wm James Black Jr
Phone
9197878212
Supplemental Narrative

Additional Explanations

Form 990, Part III - Program Service, Line 4A

Benchmarks is an alliance of 85+ member organizations whose missions, generally, are to support north carolina's most vulnerable children, adults, and families, who experience neglect, abuse, and/or require treatment for mental health-related disorders, intellectual/developmental disabilities, or substance abuse. Through the collective voice of its members, benchmarks again this year advocated for and promoted quality welfare services for children, adults, and families throughout the state. Benchmarks' mission is accomplished through a unified voice, collective experience, training, sharing best practices, collection of data, and partnership with the state department of health and human services leadership. This year, as in past years, benchmarks was integral in the prevention of significant state funding cuts for mh/idd/sas and child welfare services. Benchmarks sponsored legislation in this year's legislative session that directly supported services of its membership and benefited north carolina's children, adults, and families.

Form 990, Part XII, Line 2C - Audit Oversight

The association's finance committee assumes responsibility for the oversight of the audit and selection of an independent accountant. This has not changed from the prior year.

Financial Statement Notes

Part V, Line 4

The fund was established to recognize the enormous contributions of robert a. Mayer to the betterment of children and families through training and education opportunities for association members and their staff.

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IRS990/ActivityOrMissionDesc0BENCHMARKS IS AN ALLLIANCE OF 85+ N.C. AGENCIES SUPPORTING CHILDREN, ADULTS, AND FAMILIES IN N.C. WHO NEED SUPPORT IN THE AREAS OF: MENTAL HEALTH, CHILD WELFARE, INTELLECTUAL/DEVELOPMENTAL DISABILITIES, AND SUBSTANCE ABUSE - SO THAT THESE CITIZENS CAN REALIZE THEIR FULL POTENTIAL, CONTRIBUTE TO THEIR COMMUNITIES, AND LIVE LIVES OF HOPE AND HEALTH. BENCHMARKS IS COMMITTED TO LEADERSHIP, QUALITY, AND ACCOUNTABILITY. BENCHMARKS PROVIDES AN ARRAY OF EDUCATION, COMMUNICATION, AND SUPPORT SERVICES TO MEMBER AGENCIES ACROSS NORTH CAROLINA, AND WORKS IN PARTNERSHIP WITH STATE AND LOCAL HUMAN SERVICES NETWORKS TO ACHIEVE THE BEST OUTCOMES FOR THE STATE'S MOST VULNERABLE CHILDREN, ADULTS, AND FAMILIES.
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