Civic Intelligence

Leadingage North Carolina

990 • Fiscal year 2018 • EIN 56-1541496

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 30, 2020

Organization ProfileWWW.LEADINGAGENC.ORG

View Organization Page

222 N Person Street No 205Raleigh, NC 27601

(919) 571-8333

Siviq Scores

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

Liabilities / Assets

65th percentile

0.21x

Higher debt load relative to assets than 65% of similar nonprofits.

2018 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

0.35x

Higher debt load relative to revenue than 76% of similar nonprofits.

2018 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2018

Net Margin

24th percentile

-4.7%

Higher net margin than 24% of similar nonprofits.

2018 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

95th percentile

$225,365

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 26.5% of source-year revenue.

2018 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2018

Asset Growth

53rd percentile

11%

Faster asset growth than 53% of similar nonprofits.

2018 filings • NTEE P20 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-22%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • NTEE P20 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$1,413,708

Up $135,063 (+11%) from 2017

Net Assets

Down

$1,119,141

Down $65,042 (-5.5%) from 2017

Liabilities

Up

$294,567

Up $200,105 (+212%) from 2017

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin24th percentile

Revenue

Down

$851,927

Down $239,660 (-22%) from 2017

Expenses

Down

$891,603

Down $122,153 (-12%) from 2017

Net Income

Down

-$39,676

Down $117,507 (-151%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

2018

Assets$1,413,708
Liabilities$294,567
Net Assets$1,119,141
Open 2018 Filing

Operations Trend

Revenue Growth13th percentile

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

2018

Revenue$851,927
Expenses$891,603
Net Income-$39,676
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 30, 2020
Return Version
2018v3.1
Gross Receipts
$851,927
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$620,996$535,913▼ $85,083
Cash and Non-Interest-Bearing Accounts$258,929$491,570▲ $232,641
Investments Other Securities$323,590$304,234▼ $19,356
Savings and Temporary Cash Investments$45,169$45,176▲ $7
Accounts Receivable$18,562$0▼ $18,562
Prepaid Expenses and Deferred Charges$1,000$5,000▲ $4,000
Land, Buildings, and Equipment, Net$8,049$4,465▼ $3,584
Total Assets$1,278,645$1,413,708▲ $135,063
Other Assets Total$2,350$27,350▲ $25,000
Liabilities
Deferred Revenue$1,691$236,400▲ $234,709
Accounts Payable and Accrued Expenses$92,771$58,167▼ $34,604
Total Liabilities$94,462$294,567▲ $200,105
Net Assets / Fund Balance
Unrestricted Net Assets$1,028,933$963,891▼ $65,042
Temporarily Rstr Net Assets$155,250$155,250→ $0
Total Net Assets Fund Balance$1,184,183$1,119,141▼ $65,042
Total Liabilities and Net Assets / Fund Balance$1,278,645$1,413,708▲ $135,063

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,465$36,138$40,603
Other Securities$277,984--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tom AkinsPresident & CEOFT$192,146$33,219$225,365

Board Members and Trustees

NameTitle
Lee SyriaBoard Chair
Suzanne Hodge PughChair Elect
Robert Wernet JrPast Chair
Jonathan EricksonDirector
Kevin McleodDirector
Lori PortfleetDirector
Mark KoladaDirector
Mark SteeleDirector
Sindy BarkerDirector
Tim WebsterDirector
Ursula RobinsonDirector
David LacyEx-officio
Kevin ParriesSecretary
Anita HoltTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$609,456
Program Service Revenue
$226,646
Investment Income
$9,077
Other Revenue
$6,748
Change in Net Assets
$-39,676
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$449,051
Other Expenses$442,552
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---$198,146
Conferences and Meetings---$188,552
Other Salaries and Wages---$164,901
Other Employee Benefits---$63,062
Fees for Services Accounting---$51,018
Fees for Services Lobbying---$42,000
Fees for Services Other---$31,288
Occupancy---$29,187
Travel---$23,861
Office Expenses---$23,279
Payroll Taxes---$22,942
All Other Expenses---$13,804
Fees for Services Legal---$9,199
Depreciation Depletion---$6,592
Fees for Service Investment Mgmnt Fees---$2,988
Insurance---$2,466
Other Expenses---$1,500
Fees for Services Management---$1,179
Total Functional Expenses$0$0$0$891,603
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$42,000
Total Nondeductible Lobbying and Political Cost$42,000
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Deann AkinsSee BelowDEANN AKINS IS RELATED TO TOM AKINS, AN OFFICER OF THE ORGANIZATION. DURING THE YEAR, THE ORGANIZATION PAID DEANN AKINS $15,000 IN CONSULTANT FEES.No-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
Yes
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 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 11B

“A draft of the 990 is reviewed by management and is provided to the board before filing.”

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 arrangements, 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 2017.”

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
222 N PERSON STREET NO 205, RALEIGH, NC 27601

Signing Officer

Name
Tom Akins
Title
President & CEO
Phone
9195718333
Signed
2020-03-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Akins
Formed
1981
Legal Domicile
Nc
Voting Board Members
13
Independent Board Members
13
Employees
3
Volunteers
55

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
John Norman
Phone
7049985200
Raw XML AppendixShowing 400 of 481 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
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IRS990/ActivityOrMissionDesc0THROUGH ADVOCACY, EDUCATION, INNOVATION AND COLLABORATION, THE ASSOCIATION PROVIDES EXPANDED POSSIBILITIES FOR AGING, VALUE TO ITS MEMBERS, AND LEADERSHIP TO THE FIELD OF AGING.
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT & CEO
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt06748
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt06748
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/NetAssetsOrFundBalancesBOYAmt01184183
IRS990/NetAssetsOrFundBalancesEOYAmt01119141
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03083
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03083
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-25366
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt029187
IRS990/OfficeExpensesGrp/TotalAmt023279
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02350
IRS990/OtherAssetsTotalGrp/EOYAmt027350
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt063062
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1CONTINUING EDUCATION
IRS990/OtherExpensesGrp/Desc2DUES AND MEMBERSHIP
IRS990/OtherExpensesGrp/Desc3CONTRIBUTIONS
IRS990/OtherExpensesGrp/TotalAmt010371
IRS990/OtherExpensesGrp/TotalAmt12839
IRS990/OtherExpensesGrp/TotalAmt22429
IRS990/OtherExpensesGrp/TotalAmt31500
IRS990/OtherRevenueTotalAmt06748
IRS990/OtherSalariesAndWagesGrp/TotalAmt0164901
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt022942
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0620996
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0535913
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05000
IRS990/PrincipalOfficerNm0TOM AKINS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCES/SEMINARS
IRS990/ProgramServiceRevenueGrp/Desc1SPONSORSHIP, SHARED SE
IRS990/ProgramServiceRevenueGrp/Desc2MEMBER DIRECTORY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0197988
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt122000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt26658
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0197988
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt122000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt26658
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0782039
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07543
IRS990/PYOtherExpensesAmt0563922
IRS990/PYOtherRevenueAmt014053
IRS990/PYProgramServiceRevenueAmt0287952
IRS990/PYRevenuesLessExpensesAmt077831
IRS990/PYSalariesCompEmpBnftPaidAmt0449834
IRS990/PYTotalExpensesAmt01013756
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01091587
IRS990/ReconcilationRevenueExpnssAmt0-39676
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt045169
IRS990/SavingsAndTempCashInvstGrp/EOYAmt045176
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt042000
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0609456
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt042000
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt042000
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt04465
IRS990ScheduleD/EquipmentGrp/DepreciationAmt036138
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt040603
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt026250
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1277984
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VALUE FIRST
IRS990ScheduleD/OtherSecuritiesGrp/Desc1UBS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04465
IRS990ScheduleD/TotalBookValueSecuritiesAmt0304234
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0192146
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount06000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt011529
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt015690
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TOM AKINS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0225365
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0DEANN AKINS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SEE BELOW
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0DEANN AKINS IS RELATED TO TOM AKINS, AN OFFICER OF THE ORGANIZATION. DURING THE YEAR, THE ORGANIZATION PAID DEANN AKINS $15,000 IN CONSULTANT FEES.
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 REVIEWED BY MANAGEMENT AND IS PROVIDED TO THE BOARD BEFORE FILING.
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 ARRANGEMENTS, 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 2017.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST.
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 11B
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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LEADINGAGE NORTH CAROLINA FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0581594182
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION AND RESEARCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0222 N PERSON STREET SUITE 205
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0RALEIGH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd027601
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,413,708
Liabilities
$294,567
Net assets
$1,119,141
Revenue
$851,927
Expenses
$891,603
Net income
-$39,676
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