Civic Intelligence

Triangle Community Foundation Inc

990 • Fiscal year 2014 • EIN 56-1380796

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 07, 2016

Organization ProfileWWW.TRIANGLECF.ORG

View Organization Page

324 Blackwell Street Suite 122027701

(919) 474-8370

Siviq Scores

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

Liabilities / Assets

19th percentile

0.07x

Higher debt load relative to assets than 19% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

39th percentile

0.38x

Higher debt load relative to revenue than 39% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

8th percentile

$167,898

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Asset Growth

86th percentile

18%

Faster asset growth than 86% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

24th percentile

-2.2%

Faster revenue growth than 24% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$185,230,549

Up $28,725,644 (+18%) from 2013

Net Assets

Up

$172,643,605

Up $24,779,201 (+17%) from 2013

Liabilities

Up

$12,586,944

Up $3,946,443 (+46%) from 2013

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin91st percentile

Revenue

Down

$33,264,244

Down $751,988 (-2.2%) from 2013

Expenses

Up

$17,357,745

Up $1,637,312 (+10%) from 2013

Net Income

Down

$15,906,499

Down $2,389,300 (-13%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$400M$300M$200M$100M$0Assets 2011: $141,020,891Liabilities 2011: $7,505,663Net Assets 2011: $133,515,2282011Assets 2012: $140,704,577Liabilities 2012: $8,047,083Net Assets 2012: $132,657,4942012Assets 2013: $156,504,905Liabilities 2013: $8,640,501Net Assets 2013: $147,864,4042013Assets 2014: $185,230,549Liabilities 2014: $12,586,944Net Assets 2014: $172,643,6052014Assets 2015: $195,970,914Liabilities 2015: $17,852,477Net Assets 2015: $178,118,4372015Assets 2016: $202,631,835Liabilities 2016: $17,135,749Net Assets 2016: $185,496,0862016Assets 2017: $224,962,417Liabilities 2017: $19,295,974Net Assets 2017: $205,666,4432017Assets 2018: $243,987,009Liabilities 2018: $17,513,642Net Assets 2018: $226,473,3672018Assets 2019: $238,147,636Liabilities 2019: $17,149,997Net Assets 2019: $220,997,6392019Assets 2020: $242,383,805Liabilities 2020: $16,052,217Net Assets 2020: $226,331,5882020Assets 2021: $302,593,887Liabilities 2021: $20,517,028Net Assets 2021: $282,076,8592021Assets 2022: $269,635,046Liabilities 2022: $17,536,794Net Assets 2022: $252,098,2522022Assets 2023: $281,678,721Liabilities 2023: $18,325,055Net Assets 2023: $263,353,6662023Assets 2024: $311,204,649Liabilities 2024: $17,966,019Net Assets 2024: $293,238,6302024

Highlighted filing

2014

Assets$185,230,549
Liabilities$12,586,944
Net Assets$172,643,605
Open 2014 Filing

Operations Trend

Revenue Growth24th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $23,772,551Expenses 2011: $15,722,909Net Income 2011: $8,049,6422011Revenue 2012: $19,938,030Expenses 2012: $15,218,277Net Income 2012: $4,719,7532012Revenue 2013: $34,016,232Expenses 2013: $15,720,433Net Income 2013: $18,295,7992013Revenue 2014: $33,264,244Expenses 2014: $17,357,745Net Income 2014: $15,906,4992014Revenue 2015: $31,401,501Expenses 2015: $19,493,229Net Income 2015: $11,908,2722015Revenue 2016: $36,163,782Expenses 2016: $23,930,642Net Income 2016: $12,233,1402016Revenue 2017: $33,367,349Expenses 2017: $29,244,185Net Income 2017: $4,123,1642017Revenue 2018: $45,534,952Expenses 2018: $29,410,412Net Income 2018: $16,124,5402018Revenue 2019: $23,158,542Expenses 2019: $29,261,925Net Income 2019: -$6,103,3832019Revenue 2020: $40,730,034Expenses 2020: $32,699,705Net Income 2020: $8,030,3292020Revenue 2021: $28,260,487Expenses 2021: $26,718,046Net Income 2021: $1,542,4412021Revenue 2022: $54,285,368Expenses 2022: $35,493,570Net Income 2022: $18,791,7982022Revenue 2023: $30,227,826Expenses 2023: $31,644,448Net Income 2023: -$1,416,6222023Revenue 2024: $45,442,603Expenses 2024: $30,494,343Net Income 2024: $14,948,2602024

Highlighted filing

2014

Revenue$33,264,244
Expenses$17,357,745
Net Income$15,906,499
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 7, 2016
Return Version
2013v4.0
Gross Receipts
$33,273,964
Mission and Program Overview

Mission

To enhance the lives of all residents of the triangle now and for future generations by building philanthropic assets, connecting resources with needs, and providing leadership on key community issues and opportunities.

Triangle community foundation connects philanthropic resources with community needs, creates opportunity for enlightened changes and encourages philanthropy as a way of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$63,927,490$84,810,469▲ $20,882,979
Investments in Publicly Traded Securities$81,374,813$81,473,324▲ $98,511
Other Notes and Loans Receivable, Net$10,009,298$10,307,753▲ $298,455
Accounts Receivable$46,519$6,604,798▲ $6,558,279
Cash and Non-Interest-Bearing Accounts$319,999$1,244,560▲ $924,561
Land, Buildings, and Equipment, Net$826,786$789,645▼ $37,141
Total Assets$156,504,905$185,230,549▲ $28,725,644
Liabilities
Other Liabilities$8,159,297$12,091,067▲ $3,931,770
Grants Payable$379,937$427,134▲ $47,197
Accounts Payable and Accrued Expenses$101,267$68,743▼ $32,524
Total Liabilities$8,640,501$12,586,944▲ $3,946,443
Net Assets / Fund Balance
Unrestricted Net Assets$137,855,106$162,335,852▲ $24,480,746
Temporarily Rstr Net Assets$10,009,298$10,307,753▲ $298,455
Permanently Rstr Net Assets$0--
Total Net Assets Fund Balance$147,864,404$172,643,605▲ $24,779,201
Total Liabilities and Net Assets / Fund Balance$156,504,905$185,230,549▲ $28,725,644

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$773,112$426,388$1,199,500
Equipment$16,533$365,085$381,618
Other Securities$176,044--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$92,670,899$7,621,877▲ $13,254,028$1,368,000$108,571,916
2012$85,397,341$2,779,373▲ $9,079,055$1,230,389$92,670,899
2011$86,945,883$4,299,024▼ $1,469,194$602,455$85,397,341
2010$74,722,418$1,956,862▲ $14,421,112$428,995$86,945,883
2009$73,769,423$2,090,234▲ $3,310,462$1,014,923$74,722,418
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI O'KEEFEPresidentFT$141,291$26,607$167,898
Robert NaylorCFO & Director of Admin.FT$121,270$25,219$146,489
Robin BarefootLegal & Policy AdvisorFT$106,501$15,380$121,881

Board Members and Trustees

NameTitle
Lacy M Presnell IiiChair
C Perry ColwellMember
Carl E Thompson SrMember
Dianne BirchMember
Easter MaynardMember
Farad AliMember
James H Speed JrMember
Mark a KuhnMember
Michael J SchoenfeldMember
Pamela G SenegalMember
Pat NathanMember
Paul B HarrisonMember
Peter J MeehanMember
Richard B GuirlingerMember
Ruth C DzauMember
Tim C GuptonMember
Cecile NoelSecretary
James a StewartTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Colonial ConsultingInvestment Mgmt-$138,593
Revenue and Support

Revenue Composition

Contributions and Grants
$20,809,645
Program Service Revenue
$0
Investment Income
$12,217,839
Other Revenue
$236,760
All Other Contributions
$20,638,524
Change in Net Assets
$15,906,499

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded83$8,559,515Fair Market Value
Secur Prtnrshp Trust Intrsts1$162,500Fair Market Value
Total Noncash Contributions84$8,722,015-

Audited Revenue Reconciliation

Revenue per Audited Statements
$33,273,964
Revenue Not Reported on Financial Statements
$-9,720
Revenue Not Reported on Form 990
$8,872,703
Other Revenue Adjustments
$-9,720
Total Revenue per Audited Statements
$42,146,667
Total Revenue per Form 990
$33,264,244
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,933,375
Salaries, Compensation, and Employee Benefits$1,502,369
Other Expenses$922,001
Total Fundraising Expense$539,522
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$14,933,375--$14,933,375
Current Officers, Directors, Trustees, and Key Employees$466,449$441,754$290,587$1,198,790
Other Employee Benefits$80,970$76,683$50,442$208,095
All Other Expenses$50,628$61,606$29,734$141,968
Occupancy$36,082$45,076$21,756$102,914
Payroll Taxes$37,153$35,186$23,145$95,484
Office Expenses$12,172$20,053$12,185$44,410
Fees for Services Accounting-$42,300-$42,300
Fees for Services Management-$38,058-$38,058
Depreciation Depletion$13,022$16,268$7,852$37,142
Conferences and Meetings$7,241$16,910$12,230$36,381
Other Expenses$28,678$19,975$9,641$28,678
Travel$9,928$12,403$5,986$28,317
Fees for Services Legal-$8,491$8,491$16,982
Insurance$5,468$6,831$3,297$15,596
Advertising--$11,470$11,470
Fees for Service Investment Mgmnt Fees-$8,319-$8,319
Total Functional Expenses$15,859,109$959,114$539,522$17,357,745

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$17,367,465
Expenses per Audited Statements$17,357,745
Total Expenses per Form 990$17,357,745
Expenses Not Reported on Form 990$9,720
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
56-6001393--Education$751,575
56-0899222--Reli/spiritualty$315,000
---Human Services$309,900
56-6064850--Education$263,500
56-0812560--Arts-cultr-human$254,500
56-1734433--Arts-cultr-human$215,000
31-1644905--Healthcare$202,350
04-3774897--Disease/research$164,924
13-1084135--Education$156,974
56-0893567--Philan/vol/grant$148,856
58-1527276--Arts-cultr-human$130,000
56-2525793--Youth Developmnt$129,245
56-0547482--Reli/spiritualty$128,400
27-0428981--Education$109,400
27-2323103--Human Services$101,250
23-7099379--Education$101,000
10-0006486--Reli/spiritualty$100,000
56-1655039--Education$100,000
56-0767736--Philan/vol/grant$100,000
58-1461316--International$95,000
58-1582881--Reli/spiritualty$93,000
75-2993148--Education$92,500
31-1516947--Youth Developmnt$89,700
56-0938434--Mental Health$87,300
20-4327530--Education$85,000
56-1610461--Education$82,765
86-1172522--Arts-cultr-human$82,120
13-5644916--Arts-cultr-human$82,000
56-6035544--Arts-cultr-human$76,150
56-0530247--Arts-cultr-human$75,000
23-7357234--Arts-cultr-human$75,000
53-0210807--Arts-cultr-human$73,620
56-6001906--Education$73,000
59-1711424--Environment$70,250
52-0591645--Education$69,996
58-0660607--Education$68,500
56-0770175--Education$68,500
56-6001393--Education$66,000
56-0532129--Philan/vol/grant$65,000
56-1656943--Human Services$64,050
56-1625629--Reli/spiritualty$63,950
27-2670276--Food/agri/nutrit$63,850
57-1224125--Education$62,500
56-1072874--Arts-cultr-human$61,000
58-1897275--Mental Health$57,800
56-1729407--Arts-cultr-human$57,000
04-2535767--Education$55,000
56-1572087--Food/agri/nutrit$53,850
56-1845590--Environment$53,000
56-1073632--Housing$52,500
26-3772819--Youth Development$52,000
56-6035544--Education$51,000
56-0532129--Employment$50,950
35-1078976--Education$50,500
56-0990900--Education$50,500
56-1852726--Education$50,250
56-0529943--Education$50,000
58-1504427--Public/soc Benft$50,000
56-1031244--Public/soc Benft$50,000
58-1720178--Reli/spiritualty$50,000
83-0398389--Environment$49,250
56-2135246--Housing$48,550
56-0791500--Arts-cultr-human$47,750
58-1482590--Human Services$47,250
58-1603427--Youth Development$47,000
06-0870830--Food/agri/nutrit$46,800
58-1505891--Arts-cultr-human$46,115
56-1644218--Human Services$45,500
20-4612388--Education$45,000
---Reli/spiritualty$44,750
56-0529984--Environment$43,800
58-1574496--Environment$43,750
56-1514212--Education$43,500
58-1518182--Education$42,545
56-1134204--Environment$42,500
58-1422700--Education$42,000
56-2253512--Education$41,000
56-1752545--Arts-cultr-human$40,650
56-1153609--Human Services$40,000
31-1486222--Environment$40,000
56-0662726--Public/soc Benft$40,000
56-1913131--Crime and Legal$40,000
56-1876445--Mental Health$39,000
31-1784161--Education$38,500
56-2271150--Education$37,250
56-6001393--Youth Development$36,865
57-0314380--Human Services$36,828
13-5563422--Reli/spiritualty$36,050
20-2370934--Human Services$35,700
56-1271474--Philan/vol/grant$35,539
56-0563131--Human Services$35,100
58-1644776--Reli/spiritualty$35,000
56-0894222--Human Services$35,000
56-1655255--Arts-cultr-human$35,000
56-2011661--Youth Developmnt$34,300
---Arts-cultr-human$34,265
45-2610533--Reli/spiritualty$33,772
94-3455685--Education$33,100
80-0122334--Reli/spiritualty$33,000
58-2222977--Education$32,850
56-1522499--Arts-cultr-human$32,750
94-2494435--Health Care$32,500
56-0591293--Human Services$32,410
15-0532082--Environment$32,137
13-4129457--Civ Rts/soc Actn$31,750
58-1647538--Human Services$31,500
51-0151684--Education$31,090
56-0532129--Education$31,000
56-0863051--Youth Developmnt$30,916
61-1570567--Education$30,750
56-1203878--Arts-cultr-human$30,335
04-3326812--Environment$30,300
51-0198509--Food/agri/nutrit$30,150
56-1082674--Medical Research$30,000
56-6088141--Education$30,000
---Commun/bus/indus$30,000
54-1426643--Reli/spiritualty$29,500
56-1951483--Human Services$29,000
56-0532129--Crime and Legal$28,450
56-2070036--Education$28,185
56-0623934--Human Services$27,762
52-1986675--Reli/spiritualty$27,500
56-0532129--Education$27,500
20-0763984--Housing$27,400
62-0646012--Healthcare$27,400
56-6001393--Human Services$27,156
56-0591307--Youth Developmnt$27,000
56-1948608--Education$27,000
56-0591307--Philan/vol/grant$26,602
56-2168673--Health Care$26,500
---Healthcare$26,350
23-7208424--Commun/bus/indus$25,600
33-0863088--Education$25,000
58-2067482--International$25,000
32-0263133--Education$25,000
36-4379208--Civ Rts/soc Actn$25,000
36-4034440--Reli/spiritualty$25,000
56-2089788--Reli/spiritualty$25,000
56-6001583--Healthcare$25,000
56-1220376--Education$25,000
52-1436778--Education$25,000
20-1398750--Philan/vol/grant$25,000
---Commun/bus/indus$25,000
56-1747882--Reli/spiritualty$23,500
56-0963926--Reli/spiritualty$23,350
23-7003516--Education$23,000
56-6001393--Human Services$22,750
56-0532129--Reli/spiritualty$22,500
43-2023237--Reli/spiritualty$22,500
56-6035544--Arts-cultr-human$22,500
56-0846545--Animal-related$22,250
56-1413188--Human Services$22,000
04-3585301--Health Care$21,851
04-3636336--Education$21,427
56-1934310--Commun/bus/indus$21,364
23-1907729--Human Services$21,050
56-1778714--Education$20,750
56-0786760--Education$20,250
56-1717285--Human Services$20,250
56-0529940--Recreatn/sports$20,000
26-2229898--Education$20,000
01-0425071--Medical Research$20,000
56-1788551--Education$20,000
---Arts-cultr-human$20,000
56-2214825--Philan/vol/grant$19,479
56-1923835--Human Services$19,000
58-1711177--Reli/spiritualty$19,000
56-2151149--Disaster Servcs$18,850
75-0945939--Human Services$18,500
56-6246626--Reli/spiritualty$18,500
56-1668767--Housing$18,250
56-2109717--Youth Developmnt$18,205
56-2099676--Reli/spiritualty$18,000
56-6045934--Arts-cultr-human$18,000
56-1553301--Public/soc Benft$18,000
56-1775025--Human Services$17,501
56-6075581--Human Services$17,500
62-0533104--Education$17,250
26-3122904--Education$17,000
56-2223603--Youth Developmnt$17,000
56-0952737--Education$17,000
58-1674794--Human Services$16,905
13-2654926--Civ Rts/soc Actn$16,556
54-0506319--Mental Health$16,500
58-0660607--Food/agri/nutrit$16,400
56-0532129--Education$16,000
56-0850838--Mental Health$16,000
13-3541913--Mental Health$16,000
23-7410301--Arts-cultr-human$15,800
56-1433563--Crime and Legal$15,750
58-1792140--Health Care$15,750
56-1836098--Animal-related$15,600
56-0891732--Food/agri/nutrit$15,600
56-0538019--Education$15,550
13-5613797--Disease/research$15,500
52-1388917--Healthcare$15,250
23-2888152--Health Care$15,228
56-6075610--Arts-cultr-human$15,000
56-1796990--Education$15,000
56-2166202--Health Care$15,000
56-0529961--Disease/research$15,000
56-1633998--Education$15,000
62-0953250--Employment$15,000
56-1753180--Education$15,000
38-3877110--Civ Rts/soc Actn$15,000
56-1817816--Arts-cultr-human$15,000
27-3460491--Arts-cultr-human$15,000
---Healthcare$15,000
56-1421977--Arts-cultr-human$14,843
56-6057494--Arts-cultr-human$14,500
56-1877250--Recreatn/sports$14,000
56-1702206--Mental Health$14,000
56-1381694--Arts-cultr-human$14,000
52-1501082--Education$13,800
56-6070665--Food/agri/nutrit$13,600
56-1609591--Disease/research$13,500
26-0238263--Housing$13,300
11-6107128--Education$13,200
56-1500678--Education$13,193
45-2879721--Arts-cultr-human$13,086
58-1437002--Philan/vol/grant$13,000
56-1145386--Housing$12,900
59-1224041--Housing$12,800
58-1849144--Arts-cultr-human$12,500
56-0899381--Education$12,500
52-1884438--Civ Rts/soc Actn$12,500
53-0206027--Human Services$12,500
20-3692587--Civ Rts/soc Actn$12,500
75-2265649--Health Care$12,425
56-0611546--Education$12,300
56-1345420--Commun/bus/indus$12,250
13-1623888--Health Care$12,066
56-2084639--Human Services$12,050
56-1492703--Reli/spiritualty$12,000
58-1863104--Health Care$12,000
56-0629337--Reli/spiritualty$11,805
56-2266025--Reli/spiritualty$11,795
56-2273756--Commun/bus/indus$11,500
58-1528968--Environment$11,500
06-0646927--Youth Developmnt$11,500
56-1553715--Youth Development$11,500
56-0547491--Human Services$11,453
37-1440336--Reli/spiritualty$11,000
26-0100585--Youth Developmnt$11,000
56-1704570--Reli/spiritualty$11,000
56-0532129--Education$11,000
71-0236896--Arts-cultr-human$11,000
56-0651260--Human Services$11,000
56-0530242--Commun/bus/indus$11,000
53-0242962--Healthcare$11,000
14-1729589--Housing$11,000
56-1472890--Education$11,000
20-2696836--Human Services$11,000
56-1926923--Mental Health$11,000
56-6001393--Environment$11,000
84-0385934--Human Services$11,000
---Human Services$11,000
56-6093187--Education$10,750
56-1391773--Disease/research$10,750
56-1861158--Housing$10,750
91-2108125--Health Care$10,667
20-1534970--Arts-cultr-human$10,500
27-3194876--Education$10,500
59-1735367--Education$10,500
27-4842013--Education$10,500
32-0041715--Reli/spiritualty$10,450
56-6001393--Human Services$10,367
56-0929282--Education$10,250
58-1514406--Reli/spiritualty$10,250
23-7223216--Education$10,243
20-4262143--Reli/spiritualty$10,100
56-0729351--Environment$10,055
13-5613797--Disease/research$10,000
58-1450132--Arts-cultr-human$10,000
95-4842713--Reli/spiritualty$10,000
20-8577055--Youth Developmnt$10,000
45-3555807--Reli/spiritualty$10,000
58-2425452--Commun/bus/indus$10,000
56-1084260--Human Services$10,000
54-0647368--Arts-cultr-human$10,000
56-2262962--Education$10,000
56-0599829--Education$10,000
36-2884042--Reli/spiritualty$10,000
27-3717889--Human Services$10,000
56-1283426--Education$10,000
56-1776997--Education$10,000
58-1320613--Animal-related$10,000
86-1085341--Reli/spiritualty$10,000
27-1699146--Reli/spiritualty$10,000
32-0117915--Disease/research$10,000
62-0550979--Reli/spiritualty$10,000
56-2203984--Philan/vol/grant$10,000
20-0988951--Commun/bus/indus$10,000
56-0556755--Healthcare$10,000
46-2988453--Education$10,000
56-6037918--Youth Developmnt$10,000
56-1282557--Commun/bus/indus$10,000
58-1484820--Youth Development$10,000
45-2862217--Philan/vol/grant$10,000
20-3246207--Reli/spiritualty$10,000
58-1713181--Reli/spiritualty$10,000
59-0637903--Environment$10,000
63-0312914--Education$10,000
59-1561180--Housing$10,000
13-1947735--International$10,000
23-7241145--Education$10,000
56-0532314--Education$10,000
56-1795949--Science/techn$10,000
56-6001393--Human Services$10,000
23-7017752--Education$10,000
56-1061859--Philan/vol/grant$10,000
51-0634273--Philan/vol/grant$10,000
95-1831097--Education$10,000
---Education$10,000
---Reli/spiritualty$10,000
---Education$10,000
13-1930701--Reli/spiritualty$9,975
56-1609845--Disease/research$9,972
56-0899075--Education$9,950
41-2167219--Education$9,750
56-1689599--Education$9,750
20-4031703--Philan/vol/grant$9,700
20-1819368--Health Care$9,622
54-1953305--Reli/spiritualty$9,500
56-2070036--Health Care$9,400
53-0196605--Disaster Servcs$9,250
62-1375775--Human Services$9,250
56-1061085--Food/agri/nutrit$9,200
56-0999619--Crime and Legal$9,190
56-1445383--Housing$9,028
56-0556747--Education$9,028
56-1228779--Arts-cultr-human$9,028
58-2486405--Education$9,000
56-1162341--Environment$9,000
---Reli/spiritualty$9,000
20-5119431--Animal-related$8,750
63-0598743--Environment$8,750
56-1931327--Housing$8,684
58-1574815--Reli/spiritualty$8,600
56-1023426--Animal-related$8,500
56-6001393--Food/agri/nutrit$8,500
56-6057494--Education$8,500
27-0446845--Arts-cultr-human$8,400
23-1352010--Philan/vol/grant$8,250
58-0572411--Reli/spiritualty$8,000
02-0222111--Arts-cultr-human$8,000
58-2504713--Environment$8,000
13-6257658--Arts-cultr-human$8,000
58-2098168--Commun/bus/indus$7,750
---Reli/spiritualty$7,750
56-1501117--Health Care$7,500
58-1870076--Human Services$7,500
56-0532129--Reli/spiritualty$7,500
56-0532129--Education$7,500
56-2274228--Housing$7,500
26-2264895--Health Care$7,500
56-0530003--Health Care$7,500
58-1466397--Disease/research$7,500
---Food/agri/nutrit$7,500
58-0660607--Reli/spiritualty$7,375
---Arts-cultr-human$7,350
56-0685370--Health Care$7,337
58-1552188--Arts-cultr-human$7,250
04-2104720--Arts-cultr-human$7,250
56-6046987--Environment$7,250
23-7087887--Disease/research$7,200
65-1267717--Arts-cultr-human$7,100
56-1176030--Education$7,014
20-2921055--Commun/bus/indus$7,000
56-6049503--Environment$7,000
55-0825466--Reli/spiritualty$7,000
62-0478087--Public/soc Benft$7,000
23-7071511--Public/soc Benft$7,000
46-1340212--Reli/spiritualty$7,000
56-2230469--Mental Health$6,750
53-0225165--Arts-cultr-human$6,750
53-0242652--Education$6,750
56-0988422--Youth Development$6,700
56-1019644--Civ Rts/soc Actn$6,500
23-7170521--Civ Rts/soc Actn$6,500
56-6085964--Recreatn/sports$6,500
56-0547492--Environment$6,500
56-1181614--Mental Health$6,500
23-7069110--Education$6,500
56-1670472--Health Care$6,500
04-2104021--Reli/spiritualty$6,500
62-6014536--Arts-cultr-human$6,400
53-0196605--Disaster Servcs$6,369
51-0161593--Disease/research$6,250
56-1751280--Environment$6,250
56-1916549--Environment$6,250
56-0532129--Health Care$6,230
13-5613797--Disease/research$6,000
34-1018992--Housing$6,000
58-1446309--Disaster Servcs$6,000
56-1423848--Education$6,000
56-0771850--International$6,000
59-1753075--Environment$6,000
56-1150509--Philan/vol/grant$6,000
47-0379839--Commun/bus/indus$6,000
---Education$6,000
56-2075720--Human Services$5,850
56-1765360--Education$5,850
13-1788491--Disease/research$5,799
56-6076622--Education$5,750
56-6035544--Recreatn/sports$5,750
56-1789014--Commun/bus/indus$5,750
---Public/soc Benft$5,750
58-2069400--Reli/spiritualty$5,625
13-3433452--Arts-cultr-human$5,500
56-6024168--Philan/vol/grant$5,500
---Reli/spiritualty$5,500
56-0532129--Education$5,424
26-3685507--Employment$5,400
---Reli/spiritualty$5,303
58-1488733--Reli/spiritualty$5,300
62-0513741--Education$5,151
56-1278004--Youth Developmnt$5,100
56-1949103--Education$5,042
58-2089068--Reli/spiritualty$5,001
58-1661700--Recreatn/sports$5,000
65-0461740--Education$1,500

International Summary

Offices
0
Employees
0
Spending
$312,074

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
North America - Canada and Mexico, But Not the United StatesGrant to Recipients-00$115,000
Middle East and North AfricaGrant to Recipients-00$61,000
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Grant to Recipients-00$43,500
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumGrant to Recipients-00$41,010
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Grants to Recipients-00$25,348
Sub-saharan Africa - Angola, Benin, Botswana, Burkina, Faso,Grant to Recipients-00$24,050
South AsiaGrant to Recipients-00$2,166
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
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Assets Held on Behalf of Others$12,091,067
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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 4

“There was a procedural change to the bylaws regarding the provision to amend the bylaws in the future. The procedural change is to now require an affirmative vote of 2/3 of the board of directors at a meeting or unanimous by written consent. The previous procedure required an affirmative vote of the majority of the board of directors at a meeting or written. There was also a policy change to definitively state that members of the board of directors are prohibited from receiving compensation for services as a board member. They may have expenses reimbursed. The previous policy stated that they were not precluded from receiving compensation.”

Form 990, Part VI, Section B, Line 11

“Staff reviews and supplies worksheets.”

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

“The organization regularly and consistently monitors and enforces compliance with the policy through the annual audit and day-to-day operations.”

Form 990, Part VI, Section B, Line 15

“The review of the president's performance is done annually. The executive committee is in charge of the review processs. Industry survey data is used to ensure that salary is competitive among peers. The board annually approves the president's salary.”

Form 990, Part VI, Section C, Line 19

“Our annual audit and form 990 are made public through our website. All other documents are available upon request.”

Filing and Contact Details

Filer

EIN
56-1380796
Phone
9194748370

Signing Officer

Name
LORI O'KEEFE
Title
President/CEO
Phone
9194748370
Signed
2016-03-07

Organization Details

Principal Officer
LORI O'KEEFE
Formed
1983
Legal Domicile
Nc
Voting Board Members
18
Independent Board Members
18
Employees
18
Volunteers
33

Preparer

Preparer
Adrienne Mckinney
Phone
3362724551
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of split-interest agreements 553,533.”

Form 990, Page 1, Line B

“Return is being amended to include additional grantee information on schedule i.”

Financial Statement Notes

PART X, LINE 2:

“Management evaluated the tax positions of the foundation and its affiliated supporting organizations and concluded that the foundation and its affiliated supporting organizations had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of the income taxes topic of the financial accounting standards board (fasb) accounting standards codification (asc). With few exceptions, the foundation and its affiliated supporting organizations are no longer subject to income tax examinations by the u.s. Federal, state or local tax authorities for fiscal years 2010 and prior.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of split-interest agreements 553,533.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Loss on sale of gifted assets -9,720.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on sale of gifted assets 9,720.”

Raw XML AppendixShowing 400 of 4,161 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/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19CFO & DIR. OF ADMIN.
IRS990/Form990PartVIISectionAGrp/TitleTxt20LEGAL & POLICY ADVISOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-9720
IRS990/GainOrLossGrp/SecuritiesAmt09429604
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt014933375
IRS990/GrantsPayableGrp/BOYAmt0379937
IRS990/GrantsPayableGrp/EOYAmt0427134
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt014933375
IRS990/GrantsToDomesticOrgsGrp/TotalAmt014933375
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09429604
IRS990/GrossReceiptsAmt033273964
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt03297
IRS990/InsuranceGrp/ManagementAndGeneralAmt06831
IRS990/InsuranceGrp/ProgramServicesAmt05468
IRS990/InsuranceGrp/TotalAmt015596
IRS990/InvestmentIncomeGrp/ExclusionAmt02797955
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02797955
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt063927490
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt084810469
IRS990/InvestmentsPubTradedSecGrp/BOYAmt081374813
IRS990/InvestmentsPubTradedSecGrp/EOYAmt081473324
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0791473
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0826786
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0789645
IRS990/LandBldgEquipCostOrOtherBssAmt01581118
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt09720
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TRIANGLE COMMUNITY FOUNDATION CONNECTS PHILANTHROPIC RESOURCES WITH COMMUNITY NEEDS, CREATES OPPORTUNITY FOR ENLIGHTENED CHANGES AND ENCOURAGES PHILANTHROPY AS A WAY OF LIFE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt0147864404
IRS990/NetAssetsOrFundBalancesEOYAmt0172643605
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt09419884
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09419884
IRS990/NetUnrelatedBusTxblIncmAmt0-107602
IRS990/NetUnrlzdGainsLossesInvstAmt08319169
IRS990/NoncashContributionsAmt08893136
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt021756
IRS990/OccupancyGrp/ManagementAndGeneralAmt045076
IRS990/OccupancyGrp/ProgramServicesAmt036082
IRS990/OccupancyGrp/TotalAmt0102914
IRS990/OfficeExpensesGrp/FundraisingAmt012185
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt020053
IRS990/OfficeExpensesGrp/ProgramServicesAmt012172
IRS990/OfficeExpensesGrp/TotalAmt044410
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0553533
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt050442
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt076683
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt080970
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0208095
IRS990/OtherExpensesGrp/Desc0OTHER FUNDS' EXPENSES
IRS990/OtherExpensesGrp/Desc1SERVICE TO FIELD
IRS990/OtherExpensesGrp/Desc2SOFTWARE DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3GSK IMPACT AWARD PROGRA
IRS990/OtherExpensesGrp/FundraisingAmt052706
IRS990/OtherExpensesGrp/FundraisingAmt19641
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0109201
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt119975
IRS990/OtherExpensesGrp/ProgramServicesAmt087411
IRS990/OtherExpensesGrp/ProgramServicesAmt174543
IRS990/OtherExpensesGrp/ProgramServicesAmt215989
IRS990/OtherExpensesGrp/ProgramServicesAmt328678
IRS990/OtherExpensesGrp/TotalAmt0249318
IRS990/OtherExpensesGrp/TotalAmt174543
IRS990/OtherExpensesGrp/TotalAmt245605
IRS990/OtherExpensesGrp/TotalAmt328678
IRS990/OtherLiabilitiesGrp/BOYAmt08159297
IRS990/OtherLiabilitiesGrp/EOYAmt012091067
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0236760
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0236760
IRS990/OtherRevenueTotalAmt0236760
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt010009298
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt010307753
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt023145
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt035186
IRS990/PayrollTaxesGrp/ProgramServicesAmt037153
IRS990/PayrollTaxesGrp/TotalAmt095484
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LORI O'KEEFE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0PHILANTHROPIC EVENTS - PHILANTHROPIC EVENTS INCLUDE: DONOR EDUCATION FORUMS; CAPACITY BUILDINGS WORKSHOPS FOR NONPROFITS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0770363
IRS990/ProgSrvcAccomActy3Grp/Desc0SPECIAL SERVICES - SERVICES TO AREA NON-PROFITS INCLUDE: MEETINGS WITH THE FOUNDATION'S PRESIDENT; NON-PROFIT CAPACITY BUILDING; NETWORKING; AND TRAININGS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0115112
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt016927574
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt013340417
IRS990/PYInvestmentIncomeAmt016608850
IRS990/PYOtherExpensesAmt0753711
IRS990/PYOtherRevenueAmt0479808
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt018295799
IRS990/PYSalariesCompEmpBnftPaidAmt01626305
IRS990/PYTotalExpensesAmt015720433
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt034016232
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt015906499
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0171121
IRS990/ReportInvestmentsOtherSecInd01

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$185,230,549
Liabilities
$12,586,944
Net assets
$172,643,605
Revenue
$33,264,244
Expenses
$17,357,745
Net income
$15,906,499
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$311$18.0$293$45.4$30.5$14.9
2023Detailed filing. Detailed filing data is available for this year.$282$18.3$263$30.2$31.6$1.42
2022Detailed filing. Detailed filing data is available for this year.$270$17.5$252$54.3$35.5$18.8
2021Detailed filing. Detailed filing data is available for this year.$303$20.5$282$28.3$26.7$1.54
2020Detailed filing. Detailed filing data is available for this year.$242$16.1$226$40.7$32.7$8.03
2019Detailed filing. Detailed filing data is available for this year.$238$17.1$221$23.2$29.3$6.10
2018Detailed filing. Detailed filing data is available for this year.$244$17.5$226$45.5$29.4$16.1
2017Detailed filing. Detailed filing data is available for this year.$225$19.3$206$33.4$29.2$4.12
2016Detailed filing. Detailed filing data is available for this year.$203$17.1$185$36.2$23.9$12.2
2015Detailed filing. Detailed filing data is available for this year.$196$17.9$178$31.4$19.5$11.9
2014Detailed filing. Detailed filing data is available for this year.$185$12.6$173$33.3$17.4$15.9
2013Summary only. Only limited summary data is available for this year.$157$8.64$148$34.0$15.7$18.3
2012Summary only. Only limited summary data is available for this year.$141$8.05$133$19.9$15.2$4.72
2011Summary only. Only limited summary data is available for this year.$141$7.51$134$23.8$15.7$8.05