Civic Intelligence

Governor'S Institute on Substance Abuse

EIN 56-1735937 • 501(c)3 • Raleigh, NC

Profile

Improving the health and well-being of individuals, families and communities by reducing the toll of substance abuse through education, research, and community partnerships.

1121 Situs Court No 320Raleigh, NC 27606

www.governorsinstitute.org

Siviq Scores

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

Liabilities / Assets

66th percentile

0.40x

Higher debt load relative to assets than 66% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.24x

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

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

Net Margin

55th percentile

4.8%

Higher net margin than 55% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$182,170

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

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

Asset Growth

51st percentile

3.4%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

17th percentile

-11%

Faster revenue growth than 17% of similar nonprofits.

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

Assets

Up

$1,863,448

Up $755,571 (+68%) from 2022

Liabilities

Up

$860,792

Up $607,874 (+240%) from 2022

Net Assets

Up

$1,002,656

Up $147,697 (+17%) from 2022

Revenue

Up

$3,674,785

Up $298,609 (+8.8%) from 2022

Expenses

Up

$3,527,088

Up $285,317 (+8.8%) from 2022

Net Income

Up

$147,697

Up $13,292 (+9.9%) from 2022

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $540,952Liabilities 2011: $82,196Net Assets 2011: $458,7562011Assets 2012: $493,665Liabilities 2012: $69,972Net Assets 2012: $423,6932012Assets 2013: $505,492Liabilities 2013: $40,559Net Assets 2013: $464,9332013Assets 2014: $544,402Liabilities 2014: $82,140Net Assets 2014: $462,2622014Assets 2015: $595,458Liabilities 2015: $74,625Net Assets 2015: $520,8332015Assets 2016: $602,504Liabilities 2016: $43,334Net Assets 2016: $559,1702016Assets 2017: $652,880Liabilities 2017: $49,302Net Assets 2017: $603,5782017Assets 2018: $733,894Liabilities 2018: $108,673Net Assets 2018: $625,2212018Assets 2019: $1,461,769Liabilities 2019: $802,549Net Assets 2019: $659,2202019Assets 2020: $855,361Liabilities 2020: $137,904Net Assets 2020: $717,4572020Assets 2021: $970,191Liabilities 2021: $249,637Net Assets 2021: $720,5542021Assets 2022: $1,107,877Liabilities 2022: $252,918Net Assets 2022: $854,9592022Assets 2023: $1,863,448Liabilities 2023: $860,792Net Assets 2023: $1,002,6562023

Highlighted filing

2023

Assets$1,863,448
Liabilities$860,792
Net Assets$1,002,656

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,380,673Expenses 2011: $2,406,437Net Income 2011: -$25,7642011Revenue 2012: $2,054,181Expenses 2012: $2,089,244Net Income 2012: -$35,0632012Revenue 2013: $2,055,242Expenses 2013: $2,014,002Net Income 2013: $41,2402013Revenue 2014: $2,146,568Expenses 2014: $2,122,035Net Income 2014: $24,5332014Revenue 2015: $2,204,838Expenses 2015: $2,146,267Net Income 2015: $58,5712015Revenue 2016: $2,211,841Expenses 2016: $2,173,504Net Income 2016: $38,3372016Revenue 2017: $2,506,971Expenses 2017: $2,462,563Net Income 2017: $44,4082017Revenue 2018: $2,714,476Expenses 2018: $2,692,833Net Income 2018: $21,6432018Revenue 2019: $2,921,126Expenses 2019: $2,887,127Net Income 2019: $33,9992019Revenue 2020: $2,969,227Expenses 2020: $2,910,990Net Income 2020: $58,2372020Revenue 2021: $3,081,065Expenses 2021: $3,077,968Net Income 2021: $3,0972021Revenue 2022: $3,376,176Expenses 2022: $3,241,771Net Income 2022: $134,4052022Revenue 2023: $3,674,785Expenses 2023: $3,527,088Net Income 2023: $147,6972023

Highlighted filing

2023

Revenue$3,674,785
Expenses$3,527,088
Net Income$147,697

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.86$0.86$1.00$3.67$3.53$0.15
2022Summary only. Only limited summary data is available for this year.$1.11$0.25$0.85$3.38$3.24$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.25$0.72$3.08$3.08$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.14$0.72$2.97$2.91$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.80$0.66$2.92$2.89$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.11$0.63$2.71$2.69$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.05$0.60$2.51$2.46$0.04
2016Summary only. Only limited summary data is available for this year.$0.60$0.04$0.56$2.21$2.17$0.04
2015Summary only. Only limited summary data is available for this year.$0.60$0.07$0.52$2.20$2.15$0.06
2014Summary only. Only limited summary data is available for this year.$0.54$0.08$0.46$2.15$2.12$0.02
2013Summary only. Only limited summary data is available for this year.$0.51$0.04$0.46$2.06$2.01$0.04
2012Summary only. Only limited summary data is available for this year.$0.49$0.07$0.42$2.05$2.09$0.04
2011Summary only. Only limited summary data is available for this year.$0.54$0.08$0.46$2.38$2.41$0.03
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 2, 2022
Return Version
2020v4.2
Gross Receipts
$3,081,065
Mission and Program Overview

Mission

Improving the health and well-being of individuals, families and communities by reducing the toll of substance abuse through education, research, and community partnerships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$276,433$621,081▲ $344,648
Cash and Non-Interest-Bearing Accounts$507,430$292,863▼ $214,567
Land, Buildings, and Equipment, Net$41,549$28,048▼ $13,501
Prepaid Expenses and Deferred Charges$27,403$26,026▼ $1,377
Total Assets$855,361$970,191▲ $114,830
Other Assets Total$2,546$2,173▼ $373
Liabilities
Escrow Account Liability$48,380$152,245▲ $103,865
Accounts Payable and Accrued Expenses$83,394$78,972▼ $4,422
Other Liabilities$6,130$17,884▲ $11,754
Deferred Revenue-$536-
Total Liabilities$137,904$249,637▲ $111,733
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$710,722$713,674▲ $2,952
Net Assets With Donor Restrictions$6,735$6,880▲ $145
Total Net Assets Fund Balance$717,457$720,554▲ $3,097
Total Liabilities and Net Assets / Fund Balance$855,361$970,191▲ $114,830

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$28,048$113,087$141,135
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sara McewenExecutive DirectorFT$155,818$17,269$173,087
Anthony McleodAssociate Executive DirectorFT$102,246$14,329$116,575

Board Members and Trustees

NameTitle
Phillip GrahamChair
Anuradha Rao-patelBoard Member
Caroline SladeBoard Member
Christina RosenBoard Member
Clark TroyBoard Member
David C FitzpatrickBoard Member
Dickie ThompsonBoard Member
Frank R DevitaBoard Member
Hugh Tilson JrBoard Member
Nidhi SachdevaBoard Member
Patrice CherryBoard Member
Steve Kearney JrBoard Member
Matthew SullivanTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Addiction Consulting & Training AssociatSubcontractor In Dmh Grant55 HAMLET GROVE DRIVE, Pittsboro, NC 27312$211,335
Rebecca Patton Keen CPASubcontractor In Dmh Grant2204 TIMBERLAKE DR, Raleigh, NC 27604$208,501
-Professional Accounting Consulting Servi10500 SALTSBY COURT, Raleigh, NC 27615$104,108
Revenue and Support

Revenue Composition

Contributions and Grants
$3,041,227
Program Service Revenue
$37,175
Investment Income
$5
Other Revenue
$2,658
All Other Contributions
$7,747
Change in Net Assets
$3,097

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,081,065
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,081,065
Total Revenue per Form 990
$3,081,065
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,559,101
Other Expenses$1,250,288
Grants and Similar Amounts Paid$268,579
Total Fundraising Expense$116
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$905,863$195,373-$1,101,236
Grants to Domestic Individuals$195,204--$195,204
Current Officers, Directors, Trustees, and Key Employees$173,805--$173,805
Fees for Services Accounting-$136,972-$136,972
Other Employee Benefits$117,850$7,886-$125,736
Occupancy-$116,660-$116,660
Payroll Taxes$77,959$14,523-$92,482
Grants to Domestic Orgs$73,375--$73,375
Pension Plan Contributions$65,744$98-$65,842
Depreciation Depletion-$22,583-$22,583
All Other Expenses$9,482$12,055$61$21,598
Other Expenses$10,241$23,144-$10,241
Office Expenses$388$6,929-$7,317
Advertising$5,115$1,767$55$6,937
Insurance-$5,975-$5,975
Information Technology$70$4,163-$4,233
Interest-$7-$7
Total Functional Expenses$2,511,104$566,748$116$3,077,968

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,077,968
Total Expenses per Audited Statements$3,077,968
Total Expenses per Form 990$3,077,968
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Unc- SonChapel Hill, NC-THE PURPOSE OF THIS ASSISTANCE IS TO SUPPORT THE UNC-SON TO IMPLEMENT THE "CDC QUALITY IMPROVEMENT AND COORDINATED CARE PROJECT" IN PARTNERSHIP WITH GOSHEN MEDICAL CENTER (GMC), A FEDERALLY QUALIFIED HEALTH CENTER IN SOUTHEASTERN NORTH CAROLINA. THE OBJECTIVE OF THIS PROJECT IS TO IMPROVE ACCESS TO SAFE, QUALITY DRIVEN COORDINATED HEALTH CARE FOR INDIVIDUALS IN RURAL SOUTHEASTERN NC WITH COMORBID PHYSICAL AND BEHAVIORAL HEALTH DISORDERS INCLUDING CHRONIC PAIN AND ADDICTION.$73,375
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
Deferred Rent$17,884
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The accounting staff and contract cpa review the 990 in detail before it is finalized. In addition, a copy of the draft 990 is provided to the board finance committee for their review before it is finalized. The governor's institute will provide a paper copy of the draft form 990 to any board members who want to see it before it is filed.

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

Board members are encouraged to self disclose conflicts of interest. Decisions are made based on the nature of the conflict.

Form 990, Part VI, Section C, Line 19

A public folder is available at all times in the director of finance's office.

Filing and Contact Details

Filer

Filer Name
GOVERNOR'S INSTITUTE ON SUBSTANCE ABUSE
EIN
56-1735937
Phone
9199909559
Address
1121 SITUS COURT NO 320, RALEIGH, NC 27606

Signing Officer

Name
Sara Mcewen
Title
Executive Director
Phone
9199909559
Signed
2022-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sara Mcewen
Formed
1992
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
Employees
21
Volunteers
21

Preparer

Firm
Koonce Wooten & Haywood Llp
Address
P O BOX 17806, RALEIGH, NC 27619-7806
Preparer
David Boyce
Phone
9197829265
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

The governor's institute acts as an administrator and fiduciary agent for groups and projects that are either too small or too infrequent in nature to require full-time oversight. The projects are deemed by our board to be consistent with mission and include the attorney general's more powerful nc campaign, nc society of addiction medicine, nc substance abuse prevention providers association, reduce alcohol sales and service, and the friends of bridges.

Raw XML AppendixShowing 400 of 554 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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