Civic Intelligence

Cagc Foundation Inc Fka Carolinas Construction Education & Research Founda

990 • Fiscal year 2018 • EIN 56-1604530

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 22, 2019

Organization ProfileN/A
4824 Parkway Plaza Blvd Suite 115Charlotte, NC 28217

(704) 372-1450

Siviq Scores

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

Liabilities / Assets

61st percentile

0.08x

Higher debt load relative to assets than 61% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

88th percentile

0.77x

Higher debt load relative to revenue than 88% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

6th percentile

-49%

Higher net margin than 6% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

97th percentile

$221,767

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 226.0% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

31st percentile

-3.8%

Faster asset growth than 31% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-21%

Faster revenue growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$902,388

Down $35,482 (-3.8%) from 2017

Net Assets

Down

$827,315

Down $87,553 (-9.6%) from 2017

Liabilities

Up

$75,073

Up $52,071 (+226%) from 2017

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin6th percentile

Revenue

Down

$98,131

Down $26,334 (-21%) from 2017

Expenses

Down

$146,101

Down $631 (-0.4%) from 2017

Net Income

Down

-$47,970

Down $25,703 (-115%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $583,914Liabilities 2010: $31,064Net Assets 2010: $552,8502010Assets 2011: $559,392Liabilities 2011: $7,423Net Assets 2011: $551,9692011Assets 2012: $717,898Liabilities 2012: $187,366Net Assets 2012: $530,5322012Assets 2013: $839,887Liabilities 2013: $8,912Net Assets 2013: $830,9752013Assets 2014: $937,201Liabilities 2014: $7,597Net Assets 2014: $929,6042014Assets 2015: $902,932Liabilities 2015: $774Net Assets 2015: $902,1582015Assets 2016: $894,183Liabilities 2016: $0Net Assets 2016: $894,1832016Assets 2017: $937,870Liabilities 2017: $23,002Net Assets 2017: $914,8682017Assets 2018: $902,388Liabilities 2018: $75,073Net Assets 2018: $827,3152018Assets 2019: $963,689Liabilities 2019: $58,095Net Assets 2019: $905,5942019Assets 2020: $2,413,251Liabilities 2020: $1,507,899Net Assets 2020: $905,3522020Assets 2021: $1,104,041Liabilities 2021: $260,508Net Assets 2021: $843,5332021Assets 2022: $2,351,366Liabilities 2022: $1,725,707Net Assets 2022: $625,6592022Assets 2023: $1,916,798Liabilities 2023: $1,383,587Net Assets 2023: $533,2112023Assets 2024: $1,782,046Liabilities 2024: $1,220,613Net Assets 2024: $561,4332024

Highlighted filing

2018

Assets$902,388
Liabilities$75,073
Net Assets$827,315
Open 2018 Filing

Operations Trend

Revenue Growth15th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $16,334Expenses 2010: $18,798Net Income 2010: -$2,4642010Revenue 2011: $47,954Expenses 2011: $18,337Net Income 2011: $29,6172011Revenue 2012: $366,908Expenses 2012: $416,537Net Income 2012: -$49,6292012Revenue 2013: $744,236Expenses 2013: $452,853Net Income 2013: $291,3832013Revenue 2014: $588,070Expenses 2014: $478,326Net Income 2014: $109,7442014Revenue 2015: $500,285Expenses 2015: $470,772Net Income 2015: $29,5132015Revenue 2016: $29,427Expenses 2016: $24,247Net Income 2016: $5,1802016Revenue 2017: $124,465Expenses 2017: $146,732Net Income 2017: -$22,2672017Revenue 2018: $98,131Expenses 2018: $146,101Net Income 2018: -$47,9702018Revenue 2019: $144,376Expenses 2019: $137,535Net Income 2019: $6,8412019Revenue 2020: $2,401,187Expenses 2020: $2,455,280Net Income 2020: -$54,0932020Revenue 2021: $1,397,403Expenses 2021: $1,485,318Net Income 2021: -$87,9152021Revenue 2022: $324,550Expenses 2022: $416,689Net Income 2022: -$92,1392022Revenue 2023: $1,757,836Expenses 2023: $1,906,262Net Income 2023: -$148,4262023Revenue 2024: $1,566,918Expenses 2024: $1,575,125Net Income 2024: -$8,2072024

Highlighted filing

2018

Revenue$98,131
Expenses$146,101
Net Income-$47,970
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 22, 2019
Return Version
2018v3.1
Gross Receipts
$98,131
Mission and Program Overview

Mission

To serve the construction industry by financially supporting excellent workforce development and research programs, activities, and services in the carolinas.

To serve the construction industry by financially supporting excellent workforce development

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$578,242$558,663▼ $19,579
Cash and Non-Interest-Bearing Accounts$341,946$331,067▼ $10,879
Savings and Temporary Cash Investments$16,182$12,658▼ $3,524
Accounts Receivable$1,500$0▼ $1,500
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$937,870$902,388▼ $35,482
Other Assets Total-$0-
Liabilities
Other Liabilities$23,002$74,794▲ $51,792
Accounts Payable and Accrued Expenses-$279-
Total Liabilities$23,002$75,073▲ $52,071
Net Assets / Fund Balance
Unrestricted Net Assets$892,188$804,635▼ $87,553
Permanently Rstr Net Assets$22,680$22,680→ $0
Total Net Assets Fund Balance$914,868$827,315▼ $87,553
Total Liabilities and Net Assets / Fund Balance$937,870$902,388▼ $35,482

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$22,680---$22,680
2017$22,680---$22,680
2016$22,680---$22,680
2015$22,680---$22,680
2014$22,680---$22,680
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
Paul MashburnCAGC Chair
Sidney RexChair
Luke BlytheChair Elect
David SimpsonPresident & CEO
Claudia DodgenTrustee
Steve CorriherTrustee
Steve StrokisTrustee
Tana LeeTrustee
Charles T Wilson IIITreasurer
Traci GriswoldY/L Rep.
Revenue and Support

Revenue Composition

Contributions and Grants
$79,871
Program Service Revenue
$0
Investment Income
$18,260
Other Revenue
$0
All Other Contributions
$55,818
Change in Net Assets
$-47,970
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$133,688
Grants and Similar Amounts Paid$12,413
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$18,315$4,176-$22,491
Grants to Domestic Individuals$12,413--$12,413
All Other Expenses$1,228$2,614-$3,842
Other Expenses$2,500$2,838-$2,500
Fees for Services Other-$1,910-$1,910
Fees for Service Investment Mgmnt Fees-$1,781-$1,781
Advertising$1,457--$1,457
Office Expenses$62$514-$576
Information Technology-$200-$200
Depreciation Depletion-$184-$184
Total Functional Expenses$131,856$14,245$0$146,101
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$74,794
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“Cagc foundation board of trustees, including officers, is appointed by carolinas agc, inc board of directors. The board of trustees' terms of office follows thesame term year as the carolinas agc, inc board of directors.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“The carolinas agc, inc. Board of directors must approve all bylaw changesof the foundation.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Directors and officers are e-mailed a copy of the form 990 for review andpositive acknowledgement prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The conflict of interest policy is reviewed annually with the board andmembers are required to notify the foundation if their status related tothe conflict of interest policy changes during meetings throughout theyear. If there is a disclosure of a potential conflict of interest andrelated material facts by a board member, that person shall recusehimself/herself from the meeting and/or vote.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
CAGC Foundation Inc
EIN
56-1604530
Phone
7043721450
Address
4824 Parkway Plaza Blvd Suite 115, Charlotte, NC 28217

Signing Officer

Name
David Simpson
Title
President & CEO
Signed
2019-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Simpson
Formed
1987
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
95

Preparer

Firm
C DeWitt Foard & Co PA CPAs
Address
817 E Morehead Street Ste 100, Charlotte, NC 28202-2767
Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Permanently restricted net assets at year end representdonor-restricted funds that were contributed to the foundation toestablish an endowment fund in the honor of a former employee. Thefoundation has classified, as permanently restricted, the original valueof gifts donated to the permanent endowment. The foundation hasestablished formal investment and spending policies related to themanagement of these funds.”

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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/MissionDesc0TO SERVE THE CONSTRUCTION INDUSTRY BY FINANCIALLY SUPPORTING EXCELLENT WORKFORCE DEVELOPMENT AND RESEARCH PROGRAMS, ACTIVITIES, AND SERVICES IN THE CAROLINAS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0914868
IRS990/NetAssetsOrFundBalancesEOYAmt0827315
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-39583
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0514
IRS990/OfficeExpensesGrp/ProgramServicesAmt062
IRS990/OfficeExpensesGrp/TotalAmt0576
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Shared Services
IRS990/OtherExpensesGrp/Desc1Other Expenses
IRS990/OtherExpensesGrp/Desc2Food
IRS990/OtherExpensesGrp/Desc3Prize Expense
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt028
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12838
IRS990/OtherExpensesGrp/ProgramServicesAmt089554
IRS990/OtherExpensesGrp/ProgramServicesAmt16327
IRS990/OtherExpensesGrp/ProgramServicesAmt22500
IRS990/OtherExpensesGrp/TotalAmt089554
IRS990/OtherExpensesGrp/TotalAmt16355
IRS990/OtherExpensesGrp/TotalAmt22838
IRS990/OtherExpensesGrp/TotalAmt32500
IRS990/OtherLiabilitiesGrp/BOYAmt023002
IRS990/OtherLiabilitiesGrp/EOYAmt074794
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt022680
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt022680
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0David Simpson
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION AND TRAINING - CAROLINAS AGC FOUNDATION OFFERS PROGRESSIVETRAINING OPPORTUNITIES FOR CONSTRUCTION TRADE CRAFTSMEN, CONSTRUCTIONSUPERVISORS AND EXECUTIVE MANAGEMENT. THE FOUNDATION IS AN ACCREDITEDTRAINING SPONSOR FOR THE NATIONAL CENTER FOR CONSTRUCTION EDUCATION ANDRESEARCH (NCCER). AS A SPONSOR THE FOUNDATION OFFERS THE NCCERINSTRUCTOR CERTIFICATION TRAINING PROGRAM. CERTIFIED INSTRUCTORS AREQUALIFIED TO TEACH NCCER CONTREN LEARNING SERIES CURRICULUM. THISCURRICULUM IS MODULE BASED AND TEACHES STUDENTS KNOWLEDGE AND SKILLSASSOCIATED WITH TASKS RELATED TO A VARIETY OF CRAFT TRADES. TRAININGIS CONDUCTED IN COMMUNITY COLLEGES, TECHNICAL SCHOOLS, HIGH SCHOOLS ANDWITHIN INDIVIDUAL CONSTRUCTION COMPANIES IN NC AND SC. THE FOUNDATIONIS AN ACCREDITED ASSESSMENT CENTER FOR NCCER. THE FOUNDATION OFFERSNCCER CERTIFICATION ASSESSMENTS FOR JOURNEY LEVEL CRAFTSMEN IN AVARIETY OF CRAFT TRADES. UPON SUCCESSFUL COMPLETION, CRAFTSMEN RECEIVECERTIFICATION CREDENTIALS FROM NCCER. THE FOUNDATION OFFERS A VARIETYOF SUPERVISORY AND MANAGEMENT CONTINUING EDUCATION OPPORTUNITIES.EDUCATIONAL OFFERINGS ARE DETERMINED FROM CAGC'S MEMBER INPUT ANDCHANGE BASED ON THE CHANGING NEEDS OF THE INDUSTRY. THE FOUNDATIONOFFERS THESE COURSES TO CAGC'S GENERAL MEMBERSHIP AND AS PRIVATEOFFERINGS TO MEMBER FIRMS. THE FOUNDATION'S PUBLIC OFFERINGS AREAVAILABLE TO NON CAGC MEMBERS BASED ON SPACE AVAILABILITY. THEFOUNDATION IS COMMITTED TO PROVIDING HIGH QUALITY EDUCATION SERVICESFOR THE BENEFIT OF ITS MEMBERSHIP AND THE CONSTRUCTION INDUSTRY IN ACOST EFFECTIVE MANNER TO HELP MAKE ATTENDEES SKILLED AND VALUEDREPRESENTATIVES OF THE CONSTRUCTION INDUSTRY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt012413
IRS990/ProgSrvcAccomActy2Grp/GrantAmt012413
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0101383
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt012000
IRS990/PYInvestmentIncomeAmt023082
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0134732
IRS990/PYRevenuesLessExpensesAmt0-22267
IRS990/PYTotalExpensesAmt0146732
IRS990/PYTotalRevenueAmt0124465
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-47970
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt024053
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt016182
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012658
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CAGC FOUNDATION, INC. CONFIRMED THAT CAGC, INC. MET THE PUBLIC SUPPORT TEST BY HAVING THEIR TAX PREPARER MAKE THE CALCULATION FOR THE YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1GRANTS ARE NOT MADE TO CAGC, INC., INSTEAD THE CAGC FOUNDATION, INC.MAKES SCHOLARSHIP GRANTS TO INDIVIDUALS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 3b: Description Of When and How Organization Made The Determination
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section A, Line 3c: Explain What Controls The Organization Put In Place
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0560126510
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Carolinas AGC INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt022680
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt022680
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt022680
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt022680
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt022680
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt022680
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt022680
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt022680
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt022680
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt022680
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt074794
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Affiliates
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PERMANENTLY RESTRICTED NET ASSETS AT YEAR END REPRESENTDONOR-RESTRICTED FUNDS THAT WERE CONTRIBUTED TO THE FOUNDATION TOESTABLISH AN ENDOWMENT FUND IN THE HONOR OF A FORMER EMPLOYEE. THEFOUNDATION HAS CLASSIFIED, AS PERMANENTLY RESTRICTED, THE ORIGINAL VALUEOF GIFTS DONATED TO THE PERMANENT ENDOWMENT. THE FOUNDATION HASESTABLISHED FORMAL INVESTMENT AND SPENDING POLICIES RELATED TO THEMANAGEMENT OF THESE FUNDS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalLiabilityAmt074794
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt012413
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PAYMENTS ARE MADE DIRECTLY TO THE COLLEGES THAT RECIPIENTS ARE ATTENDING. NO ADDITIONAL MONITORING IS DONE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0675
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0195000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt09784
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt016308
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0David Simpson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0221767
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0The CEO is paid by Carolinas AGC, INC.,a related 501(c)(6).
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III, Additional Information
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CAGC FOUNDATION BOARD OF TRUSTEES, INCLUDING OFFICERS, IS APPOINTED BY CAROLINAS AGC, INC BOARD OF DIRECTORS. THE BOARD OF TRUSTEES' TERMS OF OFFICE FOLLOWS THESAME TERM YEAR AS THE CAROLINAS AGC, INC BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CAROLINAS AGC, INC. BOARD OF DIRECTORS MUST APPROVE ALL BYLAW CHANGESOF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DIRECTORS AND OFFICERS ARE E-MAILED A COPY OF THE FORM 990 FOR REVIEW ANDPOSITIVE ACKNOWLEDGEMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH THE BOARD ANDMEMBERS ARE REQUIRED TO NOTIFY THE FOUNDATION IF THEIR STATUS RELATED TOTHE CONFLICT OF INTEREST POLICY CHANGES DURING MEETINGS THROUGHOUT THEYEAR. IF THERE IS A DISCLOSURE OF A POTENTIAL CONFLICT OF INTEREST ANDRELATED MATERIAL FACTS BY A BOARD MEMBER, THAT PERSON SHALL RECUSEHIMSELF/HERSELF FROM THE MEETING AND/OR VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$902,388
Liabilities
$75,073
Net assets
$827,315
Revenue
$98,131
Expenses
$146,101
Net income
-$47,970
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$1.22$0.56$1.57$1.58$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.92$1.38$0.53$1.76$1.91$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.35$1.73$0.63$0.32$0.42$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.26$0.84$1.40$1.49$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.41$1.51$0.91$2.40$2.46$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.06$0.91$0.14$0.14$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.08$0.83$0.10$0.15$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.02$0.91$0.12$0.15$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.03$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.50$0.47$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.94$0.01$0.93$0.59$0.48$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.84$0.01$0.83$0.74$0.45$0.29
2012Summary only. Only limited summary data is available for this year.$0.72$0.19$0.53$0.37$0.42$0.05
2011Summary only. Only limited summary data is available for this year.$0.56$0.01$0.55$0.05$0.02$0.03
2010Summary only. Only limited summary data is available for this year.$0.58$0.03$0.55$0.02$0.02$0.00