Civic Intelligence

Leadingage North Carolina

990 • Fiscal year 2014 • EIN 56-1541496

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 29, 2015

100 Carolina MeadowsChapel Hill, NC 27517

(919) 571-8333

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.21x

Higher debt load relative to assets than 63% of similar nonprofits.

2014 filings • NTEE P • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

70th percentile

0.16x

Higher debt load relative to revenue than 70% of similar nonprofits.

2014 filings • NTEE P • $500k-$1M nonprofits • Source year 2014

Net Margin

42nd percentile

0.2%

Higher net margin than 42% of similar nonprofits.

2014 filings • NTEE P • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

95th percentile

$159,794

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 24.6% of source-year revenue.

2014 filings • NTEE P • $500k-$1M nonprofits • Source year 2014

Asset Growth

76th percentile

18%

Faster asset growth than 76% of similar nonprofits.

2014 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

76th percentile

16%

Faster revenue growth than 76% of similar nonprofits.

2014 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$507,141

Up $77,128 (+18%) from 2013

Net Assets

Up

$402,638

Up $1,618 (+0.4%) from 2013

Liabilities

Up

$104,503

Up $75,510 (+260%) from 2013

Revenue

Up

$649,627

Up $90,123 (+16%) from 2013

Expenses

Up

$648,009

Up $118,663 (+22%) from 2013

Net Income

Down

$1,618

Down $28,540 (-95%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $349,428Liabilities 2010: $29,073Net Assets 2010: $320,3552010Assets 2011: $381,408Liabilities 2011: $25,285Net Assets 2011: $356,1232011Assets 2012: $460,966Liabilities 2012: $90,104Net Assets 2012: $370,8622012Assets 2013: $430,013Liabilities 2013: $28,993Net Assets 2013: $401,0202013Assets 2014: $507,141Liabilities 2014: $104,503Net Assets 2014: $402,6382014Assets 2015: $505,631Liabilities 2015: $40,158Net Assets 2015: $465,4732015Assets 2016: $600,113Liabilities 2016: $125,304Net Assets 2016: $474,8092016Assets 2017: $1,278,645Liabilities 2017: $94,462Net Assets 2017: $1,184,1832017Assets 2018: $1,413,708Liabilities 2018: $294,567Net Assets 2018: $1,119,1412018Assets 2019: $554,016Liabilities 2019: $58,127Net Assets 2019: $495,8892019Assets 2020: $879,883Liabilities 2020: $411,582Net Assets 2020: $468,3012020Assets 2021: $589,321Liabilities 2021: $135,767Net Assets 2021: $453,5542021Assets 2022: $964,675Liabilities 2022: $473,575Net Assets 2022: $491,1002022Assets 2023: $948,312Liabilities 2023: $412,119Net Assets 2023: $536,1932023Assets 2024: $1,056,151Liabilities 2024: $393,119Net Assets 2024: $663,0322024

Highlighted filing

2014

Assets$507,141
Liabilities$104,503
Net Assets$402,638

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $568,6162010Expenses 2011: $657,4492011Revenue 2012: $496,058Expenses 2012: $481,319Net Income 2012: $14,7392012Revenue 2013: $559,504Expenses 2013: $529,346Net Income 2013: $30,1582013Revenue 2014: $649,627Expenses 2014: $648,009Net Income 2014: $1,6182014Revenue 2015: $749,319Expenses 2015: $686,484Net Income 2015: $62,8352015Revenue 2016: $783,339Expenses 2016: $774,003Net Income 2016: $9,3362016Revenue 2017: $1,091,587Expenses 2017: $1,013,756Net Income 2017: $77,8312017Revenue 2018: $851,927Expenses 2018: $891,603Net Income 2018: -$39,6762018Revenue 2019: $898,023Expenses 2019: $841,951Net Income 2019: $56,0722019Revenue 2020: $735,009Expenses 2020: $851,356Net Income 2020: -$116,3472020Revenue 2021: $972,288Expenses 2021: $984,885Net Income 2021: -$12,5972021Revenue 2022: $1,028,888Expenses 2022: $892,883Net Income 2022: $136,0052022Revenue 2023: $1,060,243Expenses 2023: $1,028,981Net Income 2023: $31,2622023Revenue 2024: $1,168,803Expenses 2024: $1,066,194Net Income 2024: $102,6092024

Highlighted filing

2014

Revenue$649,627
Expenses$648,009
Net Income$1,618
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 29, 2015
Return Version
2014v5.0
Gross Receipts
$649,627
Mission and Program Overview

Mission

Through advocacy, education, innovation and collaboration, the association provides expanded possibilities for aging, value to its members, and leadership to the field of aging.

To provide representation, advocacy, and educational opportunities to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$368,883$390,006▲ $21,123
Cash and Non-Interest-Bearing Accounts$32,992$76,472▲ $43,480
Investments Other Securities$15,625$15,625→ $0
Land, Buildings, and Equipment, Net$11,163$12,207▲ $1,044
Accounts Receivable$1,000$10,800▲ $9,800
Prepaid Expenses and Deferred Charges$0$1,681▲ $1,681
Total Assets$430,013$507,141▲ $77,128
Other Assets Total$350$350→ $0
Liabilities
Accounts Payable and Accrued Expenses$28,993$104,503▲ $75,510
Total Liabilities$28,993$104,503▲ $75,510
Net Assets / Fund Balance
Unrestricted Net Assets$401,020$402,638▲ $1,618
Total Net Assets Fund Balance$401,020$402,638▲ $1,618
Total Liabilities and Net Assets / Fund Balance$430,013$507,141▲ $77,128

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,207$16,685$28,892
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Tom AkinsPresident & CEOFT$159,794$159,794

Board Members and Trustees

NameTitle
Kevin McleodBoard Chair
Robert Wernet JrChair Elect
Anne MoffatPast Chair
Al MendlovitzDirector
Dan CuthriellDirector
Howard DewittDirector
Jennifer DefeliceDirector
John Cowan JrDirector
Lee SyriaDirector
Pamela Sarsfield FoxDirector
Suzanne Hodge PughDirector
Todd PuhlDirector
David KidderSecretary
Tim WebsterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$310,297
Program Service Revenue
$331,043
Investment Income
$3,303
Other Revenue
$4,984
Change in Net Assets
$1,618
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$339,827
Other Expenses$308,182
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$159,794
Conferences and Meetings---$129,959
Other Salaries and Wages---$114,991
Other Employee Benefits---$45,516
Fees for Services Legal---$40,206
Travel---$33,050
Fees for Services Lobbying---$24,500
Fees for Services Other---$23,084
Office Expenses---$19,857
Payroll Taxes---$19,526
All Other Expenses---$11,681
Occupancy---$7,200
Fees for Services Accounting---$5,270
Depreciation Depletion---$3,479
Insurance---$1,267
Other Expenses---$1,189
Total Functional Expenses$0$0$0$648,009
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has one class of members consisting of all non-profit independent living, retirement, assisted living and nursing facilities in north carolina that apply for and are accepted into membership, and that pay required dues.

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

The organization has members who have authority under the bylaws to elect all board members.

Form 990, Part VI, Section B, Line 11

A draft of the 990 is emailed to the governing body for their review. A final review is performed by the ceo, treasurer, and the board chair before it is filed with the irs.

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

The governing body and key staff are asked to disclose possible conflicts. The governing body are required to sign conflict of interest statements.

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

The executive committee serves as the compensation committee. On an annual basis they monitor comparable positions for compensation arranements, including an annual survey done by the leading age national state executives form that provides comprehensive compensation information for peers across the nation. This process was performed in 2014.

Form 990, Part VI, Section C, Line 19

The organization makes these documents available upon request.

Filing and Contact Details

Filer

Filer Name
Leadingage North Carolina
EIN
56-1541496
Phone
9195718333
Address
100 CAROLINA MEADOWS, CHAPEL HILL, NC 27517

Signing Officer

Name
Tom Akins
Title
President & CEO
Phone
9195718333
Signed
2015-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Akins
Formed
1981
Legal Domicile
Nc
Voting Board Members
14
Independent Board Members
14
Employees
3
Volunteers
100

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
John Norman
Phone
7049985200
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The organization has a committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. The organization has not changed its oversight process or selections process during the tax year.

Financial Statement Notes

PART X, LINE 2:

The association is exempt from federal income taxes under section 501(c)(6) of the internal revenue code. However, income from certain activities not directly related to the association's tax-exempt purpose, if any, is subject to taxation as unrelated business income. The organization's income tax returns are subject to review and examination by federal, state, and local authorities. Management is not aware of any activities that would jeopardize their tax-exempt status. Management is not aware of any significant activities that are subject to tax on unrelated business income or excise or other taxes. The organization has adopted guidance in the income tax standard regarding the recognition and measurement of uncertain tax positions. The implementation has had no impact on the organization's financial statements.

Raw XML AppendixShowing 400 of 441 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/BOYAmt028993
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0104503
IRS990/AccountsReceivableGrp/BOYAmt01000
IRS990/AccountsReceivableGrp/EOYAmt010800
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE REPRESENTATION, ADVOCACY, AND EDUCATIONAL OPPORTUNITIES TO MEMBERS.
IRS990/AllOtherExpensesGrp/TotalAmt011681
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LESLIE ROSEBORO
IRS990/BooksInCareOfDetail/PhoneNum09195718333
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 CAROLINA MEADOWS
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHAPEL HILL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027517
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt032992
IRS990/CashNonInterestBearingGrp/EOYAmt076472
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0159794
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt0129959
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0310297
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03303
IRS990/CYOtherExpensesAmt0308182
IRS990/CYOtherRevenueAmt04984
IRS990/CYProgramServiceRevenueAmt0331043
IRS990/CYRevenuesLessExpensesAmt01618
IRS990/CYSalariesCompEmpBnftPaidAmt0339827
IRS990/CYTotalExpensesAmt0648009
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0649627
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt03479
IRS990/Desc0ENHANCED ITS MEMBER FACILITIES ABILITIES TO BETTER SERVE THE RESIDENTS OF THE FACILITIES, REPRESENTED AND PROMOTED THE COMMON INTEREST OF ITS FACILITY MEMBERS, AND PROVIDED ONGOING EDUCATIONAL OPPORTUNITIES AND ADVOCACY FOR ITS MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt0648009
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt05270
IRS990/FeesForServicesLegalGrp/TotalAmt040206
IRS990/FeesForServicesLobbyingGrp/TotalAmt024500
IRS990/FeesForServicesOtherGrp/TotalAmt023084
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
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/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
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/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0ANNE MOFFAT
IRS990/Form990PartVIISectionAGrp/PersonNm1KEVIN MCLEOD
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT WERNET JR
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN COWAN JR
IRS990/Form990PartVIISectionAGrp/PersonNm4DAN CUTHRIELL
IRS990/Form990PartVIISectionAGrp/PersonNm5HOWARD DEWITT
IRS990/Form990PartVIISectionAGrp/PersonNm6JENNIFER DEFELICE
IRS990/Form990PartVIISectionAGrp/PersonNm7AL MENDLOVITZ
IRS990/Form990PartVIISectionAGrp/PersonNm8SUZANNE HODGE PUGH
IRS990/Form990PartVIISectionAGrp/PersonNm9PAMELA SARSFIELD FOX
IRS990/Form990PartVIISectionAGrp/PersonNm10DAVID KIDDER
IRS990/Form990PartVIISectionAGrp/PersonNm11TODD PUHL
IRS990/Form990PartVIISectionAGrp/PersonNm12LEE SYRIA
IRS990/Form990PartVIISectionAGrp/PersonNm13TIM WEBSTER
IRS990/Form990PartVIISectionAGrp/PersonNm14TOM AKINS
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/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14159794
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/TitleTxt0PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT & CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0649627
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt01267
IRS990/InvestmentIncomeGrp/ExclusionAmt03303
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03303
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt015625
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt015625
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt016685
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011163
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012207
IRS990/LandBldgEquipCostOrOtherBssAmt028892
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0310297
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt04984
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt04984
IRS990/MissionDesc0THROUGH ADVOCACY, EDUCATION, INNOVATION AND COLLABORATION, THE ASSOCIATION PROVIDES EXPANDED POSSIBILITIES FOR AGING, VALUE TO ITS MEMBERS, AND LEADERSHIP TO THE FIELD OF AGING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0401020
IRS990/NetAssetsOrFundBalancesEOYAmt0402638
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt07200
IRS990/OfficeExpensesGrp/TotalAmt019857
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0350
IRS990/OtherAssetsTotalGrp/EOYAmt0350
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt045516
IRS990/OtherExpensesGrp/Desc0TREND PROJECT
IRS990/OtherExpensesGrp/Desc1ECONOMIC IMPACT STUDY
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt04000
IRS990/OtherExpensesGrp/TotalAmt13440
IRS990/OtherExpensesGrp/TotalAmt21189
IRS990/OtherRevenueTotalAmt04984
IRS990/OtherSalariesAndWagesGrp/TotalAmt0114991
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd01
IRS990/PayrollTaxesGrp/TotalAmt019526
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01681
IRS990/PrincipalOfficerNm0TOM AKINS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0SPONSORSHIP, SHARED SE
IRS990/ProgramServiceRevenueGrp/Desc1TREND PROJECT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0318243
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt112800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0318243
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112800
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0265458
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04259
IRS990/PYOtherExpensesAmt0270837
IRS990/PYOtherRevenueAmt08572
IRS990/PYProgramServiceRevenueAmt0281215
IRS990/PYRevenuesLessExpensesAmt030158
IRS990/PYSalariesCompEmpBnftPaidAmt0258509
IRS990/PYTotalExpensesAmt0529346
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0559504
IRS990/ReconcilationRevenueExpnssAmt01618
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0331043
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0368883
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0390006
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt012207
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016685
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt028892
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ASSOCIATION'S TAX-EXEMPT PURPOSE, IF ANY, IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX-EXEMPT STATUS. MANAGEMENT IS NOT AWARE OF ANY SIGNIFICANT ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE ORGANIZATION HAS ADOPTED GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE IMPLEMENTATION HAS HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012207
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0159794
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TOM AKINS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0159794
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ONE CLASS OF MEMBERS CONSISTING OF ALL NON-PROFIT INDEPENDENT LIVING, RETIREMENT, ASSISTED LIVING AND NURSING FACILITIES IN NORTH CAROLINA THAT APPLY FOR AND ARE ACCEPTED INTO MEMBERSHIP, AND THAT PAY REQUIRED DUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS WHO HAVE AUTHORITY UNDER THE BYLAWS TO ELECT ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A DRAFT OF THE 990 IS EMAILED TO THE GOVERNING BODY FOR THEIR REVIEW. A FINAL REVIEW IS PERFORMED BY THE CEO, TREASURER, AND THE BOARD CHAIR BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING BODY AND KEY STAFF ARE ASKED TO DISCLOSE POSSIBLE CONFLICTS. THE GOVERNING BODY ARE REQUIRED TO SIGN CONFLICT OF INTEREST STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE. ON AN ANNUAL BASIS THEY MONITOR COMPARABLE POSITIONS FOR COMPENSATION ARRANEMENTS, INCLUDING AN ANNUAL SURVEY DONE BY THE LEADING AGE NATIONAL STATE EXECUTIVES FORM THAT PROVIDES COMPREHENSIVE COMPENSATION INFORMATION FOR PEERS ACROSS THE NATION. THIS PROCESS WAS PERFORMED IN 2014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTIONS PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NORTH CAROLINA HOMES FOR THE AGING FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0581594182
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION AND RESEARCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0100 CAROLINA MEADOWS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHAPEL HILL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd027517
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0430013
IRS990/TotalAssetsEOYAmt0507141
IRS990/TotalAssetsGrp/BOYAmt0430013
IRS990/TotalAssetsGrp/EOYAmt0507141
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0310297
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/TotalAmt0648009
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt028993
IRS990/TotalLiabilitiesEOYAmt0104503
IRS990/TotalLiabilitiesGrp/BOYAmt028993
IRS990/TotalLiabilitiesGrp/EOYAmt0104503
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0401020
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0402638
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0648009
IRS990/TotalProgramServiceRevenueAmt0331043
IRS990/TotalReportableCompFromOrgAmt0159794
IRS990/TotalRevenueGrp/ExclusionAmt08287
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0331043
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0649627
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0430013
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0507141
IRS990/TotReportableCompRltdOrgAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.39$0.66$1.17$1.07$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.95$0.41$0.54$1.06$1.03$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.47$0.49$1.03$0.89$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.59$0.14$0.45$0.97$0.98$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.41$0.47$0.74$0.85$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.55$0.06$0.50$0.90$0.84$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.41$0.29$1.12$0.85$0.89$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.09$1.18$1.09$1.01$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.13$0.47$0.78$0.77$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.04$0.47$0.75$0.69$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.10$0.40$0.65$0.65$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.43$0.03$0.40$0.56$0.53$0.03
2012Summary only. Only limited summary data is available for this year.$0.46$0.09$0.37$0.50$0.48$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.03$0.36$0.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.03$0.32$0.57