Civic Intelligence

Rebuilding Together of the Triangle

EIN 56-1955629 • 501(c)3 • Cary, NC

Profile

Seeks to make a sustainable impact on preserving and revitalizing homes and communities, assuring that low-income homeowners, from the elderly and disabled to families with children, live in warmth, safety and independence.

PO Box 4099Cary, NC 27519-4099

www.rebuildingtogethertriangle.org

Siviq Scores

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

Liabilities / Assets

35th percentile

0.28x

Higher debt load relative to assets than 35% of similar nonprofits.

NTEE L • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.14x

Higher debt load relative to revenue than 16% of similar nonprofits.

NTEE L • $5M-$10M nonprofits • Source year 2024

Net Margin

81st percentile

27%

Higher net margin than 81% of similar nonprofits.

NTEE L • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$157,204

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

NTEE L • $5M-$10M nonprofits • Source year 2024

Asset Growth

98th percentile

144%

Faster asset growth than 98% of similar nonprofits.

NTEE L • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

91%

Faster revenue growth than 91% of similar nonprofits.

NTEE L • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$3,503,391

Up $2,460,117 (+236%) from 2022

Liabilities

Up

$965,527

Up $268,716 (+39%) from 2022

Net Assets

Up

$2,537,864

Up $2,191,401 (+633%) from 2022

Operations
Liabilities / Revenue16th percentileNet Margin81st percentile

Revenue

Up

$7,025,619

Up $4,073,364 (+138%) from 2022

Expenses

Up

$5,151,164

Up $2,097,499 (+69%) from 2022

Net Income

Up

$1,874,455

Up $1,975,865 (+1948%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2015: $198,248Liabilities 2015: $33,565Net Assets 2015: $164,6832015Assets 2016: $149,431Liabilities 2016: $81,200Net Assets 2016: $68,2312016Assets 2017: $257,231Liabilities 2017: $290,632Net Assets 2017: -$33,4012017Assets 2018: $270,514Liabilities 2018: $324,332Net Assets 2018: -$53,8182018Assets 2019: $330,259Liabilities 2019: $118,401Net Assets 2019: $211,8582019Assets 2021: $784,092Liabilities 2021: $336,219Net Assets 2021: $447,8732021Assets 2022: $1,043,274Liabilities 2022: $696,811Net Assets 2022: $346,4632022Assets 2024: $3,503,391Liabilities 2024: $965,527Net Assets 2024: $2,537,8642024

Highlighted filing

2024

Assets$3,503,391
Liabilities$965,527
Net Assets$2,537,864
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $628,575Expenses 2015: $517,572Net Income 2015: $111,0032015Revenue 2016: $802,671Expenses 2016: $899,123Net Income 2016: -$96,4522016Revenue 2017: $1,171,164Expenses 2017: $1,272,796Net Income 2017: -$101,6322017Revenue 2018: $906,125Expenses 2018: $926,542Net Income 2018: -$20,4172018Revenue 2019: $1,574,592Expenses 2019: $1,308,916Net Income 2019: $265,6762019Revenue 2021: $2,781,755Expenses 2021: $2,377,643Net Income 2021: $404,1122021Revenue 2022: $2,952,255Expenses 2022: $3,053,665Net Income 2022: -$101,4102022Revenue 2024: $7,025,619Expenses 2024: $5,151,164Net Income 2024: $1,874,4552024

Highlighted filing

2024

Revenue$7,025,619
Expenses$5,151,164
Net Income$1,874,455
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,503,391
Liabilities
$965,527
Net assets
$2,537,864
Revenue
$7,025,619
Expenses
$5,151,164
Net income
$1,874,455
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.50$0.97$2.54$7.03$5.15$1.87
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.70$0.35$2.95$3.05$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.34$0.45$2.78$2.38$0.40
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.12$0.21$1.57$1.31$0.27
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.32$0.05$0.91$0.93$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.29$0.03$1.17$1.27$0.10
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.08$0.07$0.80$0.90$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.03$0.16$0.63$0.52$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 26, 2025
Return Version
2024v5.2
Gross Receipts
$7,026,419
Mission and Program Overview

Mission

Seeks to make a sustainable impact on preserving and revitalizing homes and communities, assuring that low-income homeowners, from the elderly and disabled to families with children, live in warmth, safety and independence.

We provide home repair services to ensure vulnerable homeowners - including seniors, individuals with disabilities, and families with children - live in safe healthy homes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$211,829$2,130,536▲ $1,918,707
Pledges and Grants Receivable$1,035,201$1,248,459▲ $213,258
Inventories for Sale or Use$108,840$71,222▼ $37,618
Cash and Non-Interest-Bearing Accounts$63,355$53,174▼ $10,181
Total Assets$1,437,766$3,503,391▲ $2,065,625
Other Assets Total$18,541$0▼ $18,541
Liabilities
Accounts Payable and Accrued Expenses$313,834$527,882▲ $214,048
Mortgage Notes Payable Secured by Investment Property$345,975$337,560▼ $8,415
Unsecured Notes Loans Payable$95,738$100,085▲ $4,347
Other Liabilities$18,810$0▼ $18,810
Total Liabilities$774,357$965,527▲ $191,170
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$663,409$2,537,864▲ $1,874,455
Total Net Assets Fund Balance$663,409$2,537,864▲ $1,874,455
Total Liabilities and Net Assets / Fund Balance$1,437,766$3,503,391▲ $2,065,625

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,513,972$19,662$1,533,634
Land$424,260-$424,260
Equipment$192,304$108,231$300,535
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan SargentExecutive DirectorFT$145,651$11,553$157,204

Board Members and Trustees

NameTitle
Greg McnamaraPresident
Adam UnderwoodVice President
Dan CrosleyDirector
Daniel PerryDirector
Melanie MoreschiDirector
Mike TrainorDirector
Shelly McphatterDirector
Todd ReiderDirector
Soberina TraywickSecretary
Lauren JoyceTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Boer Brothers Heating & CoolingHvac Services630 NC HWY 54 WEST, Chapel Hill, NC 27516$878,320
Integrity Roofing & Restoration LLCRoofing603 BUTLER DRIVE, Garner, NC 27529$194,724
Bc Landscaping & Junk RemovalGeneral ServicesPO BOX 2013, Cary, NC 27512$184,400
Ddi Carolina Solution LLCGeneral Contractor800 EAST C ST 56, Butner, NC 27509$184,072
Ceja ConstructionConstruction552 HARPER RD, Hillsborough, NC 27278$159,340
Revenue and Support

Revenue Composition

Contributions and Grants
$6,930,693
Program Service Revenue
$93,726
Investment Income
$1,200
Other Revenue
$0
All Other Contributions
$1,623,292
Change in Net Assets
$1,874,455

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table14$35,794Fair Market Value (FMV)
Other Non Cash Contri Table2$11,000Fair Market Value (FMV)
Total Noncash Contributions16$46,794-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,025,619
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,025,619
Total Revenue per Form 990
$7,025,619
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,835,543
Salaries, Compensation, and Employee Benefits$1,315,621
Total Fundraising Expense$247,060
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$2,026,803--$2,026,803
Other Salaries and Wages$658,586$197,909$124,657$981,152
Current Officers, Directors, Trustees, and Key Employees$110,043$23,581$23,581$157,205
Payroll Taxes$59,348$17,148$11,432$87,928
Advertising$36,607$21,964$14,643$73,214
Other Employee Benefits$47,424$14,231$8,982$70,637
Insurance$34,260$20,556$13,704$68,520
Office Expenses$30,604$18,362$12,242$61,208
Depreciation Depletion$29,891$17,934$11,956$59,781
All Other Expenses$33,272$4,224$2,813$40,309
Interest$12,887$7,732$5,155$25,774
Other Expenses$25,000$8,650$5,767$25,000
Occupancy$9,556$5,733$3,822$19,111
Pension Plan Contributions$12,585$3,712$2,402$18,699
Fees for Services Accounting$17,000--$17,000
Travel$7,487$4,492$2,995$14,974
Information Technology$5,764$3,458$2,306$11,528
Fees for Services Legal$1,509$905$603$3,017
Total Functional Expenses$4,533,513$370,591$247,060$5,151,164

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,151,164
Total Expenses per Audited Statements$5,151,164
Total Expenses per Form 990$5,151,164
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
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 B, Line 11B

“The form 990 is reviewed by the board of directors prior to its filing.”

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

“The organization is careful not to engage in business transactions with companies in which board members and staff have material interests.”

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

“The organization used salary data from the nc center for non-profits and other sources to ensure that compensation was reasonable.”

Form 990, Part VI, Section C, Line 19

“The organization's form 990 and governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Preserving Home Inc
EIN
56-1955629
Phone
9193415980
Address
PO BOX 4099, CARY, NC 27519-4099

Signing Officer

Name
Dan Sargent
Title
Executive Director
Phone
9193415980
Signed
2025-06-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Sargent
Formed
1995
Legal Domicile
Nc
Voting Board Members
10
Independent Board Members
10
Employees
21
Volunteers
184

Preparer

Firm
Dean Dorton Allen Ford Pllc
Address
4130 PARKLAKE AVE STE 400, RALEIGH, NC 27612
Preparer
Michelle Foote
Phone
9198792909
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contract labor: program service expenses 2,026,803. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,026,803.”

Raw XML AppendixShowing 400 of 578 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/BOYAmt0313834
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0527882
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0WE PROVIDE HOME REPAIR SERVICES TO ENSURE VULNERABLE HOMEOWNERS - INCLUDING SENIORS, INDIVIDUALS WITH DISABILITIES, AND FAMILIES WITH CHILDREN - LIVE IN SAFE HEALTHY HOMES.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/FundraisingAmt014643
IRS990/AdvertisingGrp/ManagementAndGeneralAmt021964
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IRS990/AdvertisingGrp/TotalAmt073214
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IRS990/AllOtherExpensesGrp/FundraisingAmt02813
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IRS990/AllOtherExpensesGrp/TotalAmt040309
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IRS990/BooksInCareOfDetail/PhoneNum09193415980
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4099
IRS990/BooksInCareOfDetail/USAddress/CityNm0CARY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027519
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd00
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0157205
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1603 BUTLER DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 2013
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3800 EAST C ST 56
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4552 HARPER RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CHAPEL HILL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1GARNER
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4NC
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd127529
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd427278
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BOER BROTHERS HEATING & COOLING
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1INTEGRITY ROOFING & RESTORATION LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2BC LANDSCAPING & JUNK REMOVAL
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3DDI CAROLINA SOLUTION LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4CEJA CONSTRUCTION
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IRS990/ContractorCompensationGrp/ServicesDesc4CONSTRUCTION
IRS990/CreditCounselingInd00
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IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherExpensesAmt03835543
IRS990/CYOtherRevenueAmt00
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IRS990/DescribedInSection501c3Ind01
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IRS990/Form990PartVIISectionAGrp/PersonNm3LAUREN JOYCE
IRS990/Form990PartVIISectionAGrp/PersonNm4MELANIE MORESCHI
IRS990/Form990PartVIISectionAGrp/PersonNm5DANIEL PERRY
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IRS990/Form990PartVIISectionAGrp/PersonNm7TODD REIDER
IRS990/Form990PartVIISectionAGrp/PersonNm8DAN CROSLEY
IRS990/Form990PartVIISectionAGrp/PersonNm9MIKE TRAINOR
IRS990/Form990PartVIISectionAGrp/PersonNm10DAN SARGENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
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