Civic Intelligence

North Carolina Training Instruction Development and Education Inc.

990EZ • Fiscal year 2016 • EIN 56-1760293

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

Organization ProfileWWW.NCFARO.ORG
P O Box 369Beulaville, NC 28518

(910) 298-7158

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

25th percentile

-8.6%

Higher net margin than 25% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

31st percentile

-8.2%

Faster asset growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

31st percentile

-13%

Faster revenue growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$115,762

Down $10,397 (-8.2%) from 2015

Net Assets

Down

$115,762

Down $10,397 (-8.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin25th percentile

Revenue

Down

$120,329

Down $17,496 (-13%) from 2015

Expenses

Up

$130,726

Up $7,881 (+6.4%) from 2015

Net Income

Down

-$10,397

Down $25,377 (-169%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$150K$100K$50K$0Assets 2011: $0Liabilities 2011: $02011Assets 2012: $102,195Net Assets 2012: $102,1952012Assets 2014: $111,179Liabilities 2014: $0Net Assets 2014: $111,1792014Assets 2015: $126,159Liabilities 2015: $0Net Assets 2015: $126,1592015Assets 2016: $115,762Liabilities 2016: $0Net Assets 2016: $115,7622016Assets 2018: $93,973Liabilities 2018: $0Net Assets 2018: $93,9732018Assets 2019: $99,590Liabilities 2019: $0Net Assets 2019: $99,5892019Assets 2020: $93,333Liabilities 2020: $0Net Assets 2020: $93,3332020Assets 2021: $91,070Liabilities 2021: $0Net Assets 2021: $91,0702021Assets 2023: $78,683Liabilities 2023: $0Net Assets 2023: $78,6832023Assets 2024: $77,140Net Assets 2024: $77,1402024

Highlighted filing

2016

Assets$115,762
Liabilities$0
Net Assets$115,762
Open 2016 Filing

Operations Trend

Revenue Growth31st percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $84,381Expenses 2011: $84,778Net Income 2011: -$3972011Revenue 2012: $105,340Expenses 2012: $84,757Net Income 2012: $20,5832012Revenue 2014: $117,814Expenses 2014: $124,277Net Income 2014: -$6,4632014Revenue 2015: $137,825Expenses 2015: $122,845Net Income 2015: $14,9802015Revenue 2016: $120,329Expenses 2016: $130,726Net Income 2016: -$10,3972016Revenue 2018: $59,452Expenses 2018: $77,285Net Income 2018: -$17,8332018Revenue 2019: $103,777Expenses 2019: $98,161Net Income 2019: $5,6162019Revenue 2020: $41,727Expenses 2020: $47,984Net Income 2020: -$6,2572020Revenue 2021: $24,549Expenses 2021: $26,064Net Income 2021: -$1,5152021Revenue 2023: $74,375Expenses 2023: $73,433Net Income 2023: $9422023Revenue 2024: $79,013Expenses 2024: $80,556Net Income 2024: -$1,5432024

Highlighted filing

2016

Revenue$120,329
Expenses$130,726
Net Income-$10,397
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$120,329
Mission and Program Overview

Mission

To provide training, conferences, and networking opportunities for finance officers of north carolina providers and local management entities of mental health/developmental disability/substance abuse services

Training and education of finance officers involved in the delivery and management of behavioral heath services in north carolina

Program Services

DescriptionGrantsExpenses
TO PROVIDE TRAINING, CONFERENCES, AND NETWORKING OPPORTUNITIES FOR FINANCE OFFICERS OF NORTH CAROLINA PROVIDERS AND LOCAL MANAGEMENT ENTITIES OF MENTAL HEALTH/DEVELOPMENTAL DISABILITY/SUBSTANCE ABUSE SERVICES--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL QUEENPresident-$0--
ANNA NORTHV. President-$0--
TERESA SHIRLEYSecretary-$0--
LISA SULLIVANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
North Carolina Training Instruction Development and Education Inc
EIN
56-1760293
Phone
9102987158
Address
P O BOX 369, BEULAVILLE, NC 28518

Signing Officer

Name
Lisa Sullivan
Title
Treasurer
Signed
2017-11-09
Discuss with paid preparer
No

Preparer

Firm
H Wayne Terry CPA
Address
2055 EAKLE DRIVE, ROCK HILL, SC 29732
Preparer
Hoyt W Terry
Phone
8039806619
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 740”

Form 990-EZ, Part I, Line 16, Other Expenses

“MISCELLANEOUS 525”

Form 990-EZ, Part I, Line 16, Other Expenses

“BANK CHARGES 19”

Form 990-EZ, Part I, Line 16, Other Expenses

“Conference-speakers 7,062”

Form 990-EZ, Part I, Line 16, Other Expenses

“Conference-rooms food 66,978”

Form 990-EZ, Part I, Line 16, Other Expenses

“INSURANCE 6,309”

Form 990-EZ, Part I, Line 16, Other Expenses

“Other conference expenses 23,074”

Form 990-EZ, Part I, Line 16, Other Expenses

“Conference door prizes 916”

Form 990-EZ, Part I, Line 16, Other Expenses

“Conference-entertainment 2,300”

Form 990-EZ, Part I, Line 16, Other Expenses

“WEB MAINTENANCE 1,950”

Form 990-EZ, Part I, Line 16, Other Expenses

“ACCOUNTING SOFTWARE 238”

Form 990-EZ, Part I, Line 16, Other Expenses

“Conference supplies 20,615”

Raw XML Appendix131 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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IRS990EZ/BooksInCareOfDetail/PersonNm0RHONDA BROWN
IRS990EZ/BooksInCareOfDetail/PhoneNum09102987158
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 369
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEULAVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028518
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0126159
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0115762
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10397
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IRS990EZ/GrossReceiptsAmt0120329
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IRS990EZ/InvestmentIncomeAmt026
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02005
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0126159
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0115762
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0126159
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JILL QUEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNA NORTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERESA SHIRLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V. PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0130726
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TRAINING AND EDUCATION OF FINANCE OFFICERS INVOLVED IN THE DELIVERY AND MANAGEMENT OF BEHAVIORAL HEATH SERVICES IN NORTH CAROLINA
IRS990EZ/ProgramServiceRevenueAmt0118298
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE TRAINING, CONFERENCES, AND NETWORKING OPPORTUNITIES FOR FINANCE OFFICERS OF NORTH CAROLINA PROVIDERS AND LOCAL MANAGEMENT ENTITIES OF MENTAL HEALTH/DEVELOPMENTAL DISABILITY/SUBSTANCE ABUSE SERVICES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0130726
IRS990EZ/TotalRevenueAmt0120329
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NCFARO.ORG
IRS990ScheduleA/GovernmentalUnitInd0X
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISCELLANEOUS 525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES 19
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFERENCE-SPEAKERS 7,062
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONFERENCE-ROOMS FOOD 66,978
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 6,309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER CONFERENCE EXPENSES 23,074
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CONFERENCE DOOR PRIZES 916
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CONFERENCE-ENTERTAINMENT 2,300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WEB MAINTENANCE 1,950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACCOUNTING SOFTWARE 238
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11CONFERENCE SUPPLIES 20,615
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA SULLIVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH CAROLINA TRAINING INSTRUCTION DEVELOPMENT AND EDUCATION INC
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0561760293
ReturnHeader/Filer/PhoneNum09102987158
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 369
ReturnHeader/Filer/USAddress/CityNm0BEULAVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028518
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02757663385ADAC11C93EB291550BD30FA365396B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02757663385ADAC11C93EB291550BD30FA365396B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.197.70.233
ReturnHeader/FilingSecurityInformation/IPDt02017-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm023:11:37
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H WAYNE TERRY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02055 EAKLE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCK HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029732
ReturnHeader/PreparerPersonGrp/PhoneNum08039806619
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Hoyt W Terry
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-09T06:28:40-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$115,762
Liabilities
$0
Net assets
$115,762
Revenue
$120,329
Expenses
$130,726
Net income
-$10,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.77$0.77$0.79$0.81$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.74$0.73$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.25$0.26$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.42$0.48$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.04$0.98$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.59$0.77$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$1.20$1.31$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$1.38$1.23$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$1.18$1.24$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$1.02$1.05$0.85$0.21
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.84$0.85$0.00