Civic Intelligence

Experiment in Self-Reliance Inc.

990 • Fiscal year 2021 • EIN 56-6060100

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 09, 2021

Organization ProfileWWW.EISR.ORG

View Organization Page

3480 Dominion StreetWinstonsalem, NC 27105

(336) 722-9400

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.27x

Higher debt load relative to assets than 73% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.32x

Higher debt load relative to revenue than 73% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

31st percentile

2.6%

Higher net margin than 31% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

73rd percentile

$108,336

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

11th percentile

-6.3%

Faster asset growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

64th percentile

27%

Faster revenue growth than 64% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$2,919,889

Down $197,802 (-6.3%) from 2020

Net Assets

Up

$2,140,905

Up $64,242 (+3.1%) from 2020

Liabilities

Down

$778,984

Down $262,044 (-25%) from 2020

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin31st percentile

Revenue

Up

$2,447,896

Up $518,379 (+27%) from 2020

Expenses

Up

$2,383,654

Up $331,611 (+16%) from 2020

Net Income

Up

$64,242

Up $186,768 (+152%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,796,600Liabilities 2011: $152,316Net Assets 2011: $2,644,2842011Assets 2012: $2,867,723Liabilities 2012: $130,835Net Assets 2012: $2,736,8882012Assets 2013: $2,967,792Liabilities 2013: $130,959Net Assets 2013: $2,836,8332013Assets 2014: $3,745,725Liabilities 2014: $767,951Net Assets 2014: $2,977,7742014Assets 2015: $3,582,958Liabilities 2015: $686,280Net Assets 2015: $2,896,6782015Assets 2016: $3,380,565Liabilities 2016: $705,473Net Assets 2016: $2,675,0922016Assets 2017: $3,119,234Liabilities 2017: $685,326Net Assets 2017: $2,433,9082017Assets 2018: $2,968,373Liabilities 2018: $662,496Net Assets 2018: $2,305,8772018Assets 2019: $2,839,915Liabilities 2019: $650,750Net Assets 2019: $2,189,1652019Assets 2020: $3,117,691Liabilities 2020: $1,041,028Net Assets 2020: $2,076,6632020Assets 2021: $2,919,889Liabilities 2021: $778,984Net Assets 2021: $2,140,9052021Assets 2022: $2,669,913Liabilities 2022: $772,153Net Assets 2022: $1,897,7602022Assets 2023: $2,514,767Liabilities 2023: $802,954Net Assets 2023: $1,711,8132023Assets 2024: $3,158,691Liabilities 2024: $577,851Net Assets 2024: $2,580,8402024Assets 2025: $2,987,040Liabilities 2025: $622,747Net Assets 2025: $2,364,2932025

Highlighted filing

2021

Assets$2,919,889
Liabilities$778,984
Net Assets$2,140,905
Open 2021 Filing

Operations Trend

Revenue Growth64th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,767,062Expenses 2011: $2,395,741Net Income 2011: $371,3212011Revenue 2012: $2,114,913Expenses 2012: $2,022,309Net Income 2012: $92,6042012Revenue 2013: $1,957,925Expenses 2013: $1,857,980Net Income 2013: $99,9452013Revenue 2014: $1,992,425Expenses 2014: $1,849,042Net Income 2014: $143,3832014Revenue 2015: $2,135,091Expenses 2015: $2,218,629Net Income 2015: -$83,5382015Revenue 2016: $1,933,371Expenses 2016: $2,154,957Net Income 2016: -$221,5862016Revenue 2017: $1,876,801Expenses 2017: $2,117,985Net Income 2017: -$241,1842017Revenue 2018: $2,166,166Expenses 2018: $2,294,197Net Income 2018: -$128,0312018Revenue 2019: $1,877,225Expenses 2019: $1,993,937Net Income 2019: -$116,7122019Revenue 2020: $1,929,517Expenses 2020: $2,052,043Net Income 2020: -$122,5262020Revenue 2021: $2,447,896Expenses 2021: $2,383,654Net Income 2021: $64,2422021Revenue 2022: $2,809,809Expenses 2022: $3,052,954Net Income 2022: -$243,1452022Revenue 2023: $2,022,395Expenses 2023: $2,208,342Net Income 2023: -$185,9472023Revenue 2024: $2,574,189Expenses 2024: $1,705,162Net Income 2024: $869,0272024Revenue 2025: $1,829,982Expenses 2025: $1,803,116Net Income 2025: $26,8662025

Highlighted filing

2021

Revenue$2,447,896
Expenses$2,383,654
Net Income$64,242
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 9, 2021
Return Version
2020v4.1
Gross Receipts
$2,449,390
Mission and Program Overview

Mission

Operate programs designed to combat and alleviate poverty in Forysth County, North Carolina, primarily through supplying transitional housing, financial training and assistance.

Operate programs designed to combat and alleviate poverty in forsyth county, north carolina, primarily through supplying transitional housing, financial training, and assistance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,348,715$2,260,909▼ $87,806
Savings and Temporary Cash Investments$306,167$302,685▼ $3,482
Cash and Non-Interest-Bearing Accounts$226,160$171,338▼ $54,822
Pledges and Grants Receivable$225,000$171,070▼ $53,930
Prepaid Expenses and Deferred Charges$11,649$13,887▲ $2,238
Total Assets$3,117,691$2,919,889▼ $197,802
Liabilities
Mortgage Notes Payable Secured by Investment Property$438,515$415,688▼ $22,827
Unsecured Notes Loans Payable$214,600--
Deferred Revenue$243,536$196,687▼ $46,849
Accounts Payable and Accrued Expenses$122,381$149,554▲ $27,173
Other Liabilities$21,996$17,055▼ $4,941
Total Liabilities$1,041,028$778,984▼ $262,044
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,007,311$2,046,524▲ $39,213
Net Assets With Donor Restrictions$69,352$94,381▲ $25,029
Total Net Assets Fund Balance$2,076,663$2,140,905▲ $64,242
Total Liabilities and Net Assets / Fund Balance$3,117,691$2,919,889▼ $197,802

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,939,290$1,300,170$3,239,460
Equipment$10,696$359,749$370,445
Land$310,923-$310,923
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Twana RoebuckExecutive DirectorFT$86,809$21,527$108,336

Board Members and Trustees

NameTitle
Marsha SmithChair
Kevin ByersVice Chair
Brenda ReddDirector
Carol MitchellDirector
Diane FitzhughDirector
Dierdre HillDirector
Eva Gray-allenDirector
Gloria SamuelsDirector
Jacqueline MilamDirector
Kanika BrownDirector
Katie LefelarDirector
Leslie WinbushDirector
Marcus HoustonDirector
Masonne SawyerDirector
Michael RobinsonDirector
Sean MillerDirector
Virginia MartinDirector
William PennDirector
Julie GoodmanSecretary
Tonya BellangerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,406,222
Program Service Revenue
$39,380
Investment Income
$185
Other Revenue
$2,109
All Other Contributions
$304,417
Change in Net Assets
$64,242

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,447,896
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,494
Total Revenue per Audited Statements
$2,449,390
Total Revenue per Form 990
$2,447,896
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,639,754
Other Expenses$743,900
Total Fundraising Expense$25,775
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$943,714$275,425$19,133$1,238,272
Other Employee Benefits$104,962$21,739$1,116$127,817
Current Officers, Directors, Trustees, and Key Employees$91,130$25,098$1,677$117,905
Occupancy$108,462$4,392-$112,854
Payroll Taxes$83,824$17,361$892$102,077
Depreciation Depletion$78,909$8,897-$87,806
Pension Plan Contributions$44,084$9,130$469$53,683
Insurance$26,155$19,936-$46,091
Information Technology$23,737$10,333-$34,070
Fees for Services Other$24,012$777$754$25,543
Interest-$18,798-$18,798
Travel$14,405$809$16$15,230
Fees for Services Accounting$14,195$460$446$15,101
Other Expenses$1,423$1,444$1,272$1,444
Total Functional Expenses$1,917,533$440,346$25,775$2,383,654

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,385,148
Expenses per Audited Statements$2,383,654
Total Expenses per Form 990$2,383,654
Expenses Not Reported on Form 990$1,494
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,494
Fundraising Gross Income$1,055
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
Customer Rental Deposits$10,008
Capital Lease$7,047
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
Yes
Other officer compensation reviewed
Yes
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 board, management, and certain funding sources review prior to filing.”

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

“Conflicts of interest are discussed annually with a signed statement.”

Form 990, Part VI, Section B, Line 15

“Salary adjustments are authorized by the board of directors (compensation committee).”

Form 990, Part VI, Section C, Line 19

“All pertinent documents are available for inspection at the organization's office upon request. Highlighted financial data is available on the website.”

Filing and Contact Details

Filer

Filer Name
Experiment in Self-reliance Inc
EIN
56-6060100
Phone
3367229400
Address
3480 DOMINION STREET, WINSTONSALEM, NC 27105

Signing Officer

Name
Julie Goodman
Title
Secretary
Phone
3367229400
Signed
2021-12-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Goodman
Formed
1964
Legal Domicile
Nc
Voting Board Members
20
Independent Board Members
20
Employees
40
Volunteers
116

Preparer

Firm
Butler Burke Llp
Address
100 CLUB OAKS COURT, WINSTONSALEM, NC 27104
Preparer
Jane R Potter
Phone
3367682310
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The oversight selection process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The organization is a not-for-profit organization and is exempt from income taxes under section 501(c)(3) of the internal revenue code. Accordingly, income tax expense is limited to activities that are deemed by the internal revenue service to be unrelated to their exempt purpose. The organization's primary tax positions relate to its status as a not-for-profit entity exempt from income taxes and classification of activities related to its exempt purpose. It is the opinion of management that the organization has no uncertain tax positions that would be subject to change upon examination. The organization is required to file a federal exempt organization tax return (form 990) annually to retain its exempt status. The organization is also required to file an exempt organization business income tax return (form 990-t) for any year unrelated business income exceeds $1,000. The organization's form 990 filings are generally subject to examination by the internal revenue service for three years after they are filed.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses netted with revenue 1,494.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses netted with revenue 1,494.”

Raw XML AppendixShowing 400 of 576 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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt19TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt20SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt010705
IRS990/FundraisingDirectExpensesAmt01494
IRS990/FundraisingGrossIncomeAmt01055
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GovernmentGrantsAmt01933729
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02449390
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt010333
IRS990/InformationTechnologyGrp/ProgramServicesAmt023737
IRS990/InformationTechnologyGrp/TotalAmt034070
IRS990/InsuranceGrp/ManagementAndGeneralAmt019936
IRS990/InsuranceGrp/ProgramServicesAmt026155
IRS990/InsuranceGrp/TotalAmt046091
IRS990/InterestGrp/ManagementAndGeneralAmt018798
IRS990/InterestGrp/TotalAmt018798
IRS990/InvestmentIncomeGrp/ExclusionAmt0185
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0185
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01659919
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02348715
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02260909
IRS990/LandBldgEquipCostOrOtherBssAmt03920828
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OPERATE PROGRAMS DESIGNED TO COMBAT AND ALLEVIATE POVERTY IN FORSYTH COUNTY, NORTH CAROLINA, PRIMARILY THROUGH SUPPLYING TRANSITIONAL HOUSING, FINANCIAL TRAINING, AND ASSISTANCE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0438515
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0415688
IRS990/NetAssetsOrFundBalancesBOYAmt02076663
IRS990/NetAssetsOrFundBalancesEOYAmt02140905
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-439
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-439
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02007311
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02046524
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04392
IRS990/OccupancyGrp/ProgramServicesAmt0108462
IRS990/OccupancyGrp/TotalAmt0112854
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01116
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt021739
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0104962
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0127817
IRS990/OtherExpensesGrp/Desc0CLIENT EXPENSES
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt01272
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02854
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt122893
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21444
IRS990/OtherExpensesGrp/ProgramServicesAmt0326007
IRS990/OtherExpensesGrp/ProgramServicesAmt132514
IRS990/OtherExpensesGrp/ProgramServicesAmt21423
IRS990/OtherExpensesGrp/TotalAmt0326007
IRS990/OtherExpensesGrp/TotalAmt136640
IRS990/OtherExpensesGrp/TotalAmt224316
IRS990/OtherExpensesGrp/TotalAmt31444
IRS990/OtherLiabilitiesGrp/BOYAmt021996
IRS990/OtherLiabilitiesGrp/EOYAmt017055
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt02548
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02548
IRS990/OtherRevenueTotalAmt02548
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt019133
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0275425
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0943714
IRS990/OtherSalariesAndWagesGrp/TotalAmt01238272
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0892
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017361
IRS990/PayrollTaxesGrp/ProgramServicesAmt083824
IRS990/PayrollTaxesGrp/TotalAmt0102077
IRS990/PensionPlanContributionsGrp/FundraisingAmt0469
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09130
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt044084
IRS990/PensionPlanContributionsGrp/TotalAmt053683
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0225000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0171070
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011649
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013887
IRS990/PrincipalOfficerNm0JULIE GOODMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0SPRING STREET
IRS990/ProgramServiceRevenueGrp/Desc1FIFTH STREET
IRS990/ProgramServiceRevenueGrp/Desc2IDA PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023212
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt114648
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21520
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023212
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt114648
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21520
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY SERVICES PROGRAM CONSISTS OF THREE PROGRAMS AIMED AT INCREASING FINANCIAL LITERACY TO ASSIST LOW-INCOME RESIDENTS OF FORSYTH COUNTY. THE SELF-SUFFICIENCY PROGRAM: TO PROVIDE FINANCIAL SUPPORT FOR THE OBTAINMENT OF EDUCATIONAL TRAINING AND BETTER EMPLOYMENT. EDUCATIONAL TRAINING IS AIMED TO INCREASE FINANCIAL LITERACY (LIKE SAVING HABITS) SO THAT FAMILIES CAN BECOME SELF-SUFFICIENT AND STABILIZE THEIR LIVES. PARTICIPANTS ARE REQUIRED TO BE RESIDENTS OF FORSYTH COUNTY, BE MOTIVATED, AND TO FALL WITHIN THE DHHS POVERTY GUIDELINES.THE FORSYTH FREE TAX PROGRAM: FREE INCOME TAX RETURN PREPARATION AND FILING IS OFFERED TO RESIDENTS WITH LOW TO MODERATE INCOME. THIS PROGRAM ALSO OFFERS COMMUNITY VOLUNTEER OPPORTUNITIES THROUGH THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM AND GOES HAND IN HAND WITH THE NEW CENTURY IDA PROGRAM.THE NEW CENTURY IDA PROGRAM: TO COMBAT GENERATIONAL POVERTY THROUGH THE FOLLOWING FINANCIAL LITERACY AREAS: BUDGET COUNSELING, VOCATIONAL COUNSELING, IDA SAVINGS ACCOUNT, AND BUILDING ASSETS. BUILDING ASSETS, SUCH AS FIRST-TIME HOME OWNERSHIP, IS ACCOMPLISHED THROUGH IMPROVED CREDIT SCORES, HOMEBUYER EDUCATION, AND MATCHING FUNDS TOWARD A DOWN PAYMENT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01284268
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01520
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01862429
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt084
IRS990/PYOtherExpensesAmt0641565
IRS990/PYOtherRevenueAmt06205
IRS990/PYProgramServiceRevenueAmt060799
IRS990/PYRevenuesLessExpensesAmt0-122526
IRS990/PYSalariesCompEmpBnftPaidAmt01410478
IRS990/PYTotalExpensesAmt02052043
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01929517
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt064242
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt037860
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0306167

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,919,889
Liabilities
$778,984
Net assets
$2,140,905
Revenue
$2,447,896
Expenses
$2,383,654
Net income
$64,242
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.99$0.62$2.36$1.83$1.80$0.03
2024Detailed filing. Detailed filing data is available for this year.$3.16$0.58$2.58$2.57$1.71$0.87
2023Detailed filing. Detailed filing data is available for this year.$2.51$0.80$1.71$2.02$2.21$0.19
2022Detailed filing. Detailed filing data is available for this year.$2.67$0.77$1.90$2.81$3.05$0.24
2021Detailed filing. Detailed filing data is available for this year.$2.92$0.78$2.14$2.45$2.38$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.12$1.04$2.08$1.93$2.05$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.84$0.65$2.19$1.88$1.99$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.97$0.66$2.31$2.17$2.29$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.12$0.69$2.43$1.88$2.12$0.24
2016Detailed filing. Detailed filing data is available for this year.$3.38$0.71$2.68$1.93$2.15$0.22
2015Detailed filing. Detailed filing data is available for this year.$3.58$0.69$2.90$2.14$2.22$0.08
2014Summary only. Only limited summary data is available for this year.$3.75$0.77$2.98$1.99$1.85$0.14
2013Summary only. Only limited summary data is available for this year.$2.97$0.13$2.84$1.96$1.86$0.10
2012Summary only. Only limited summary data is available for this year.$2.87$0.13$2.74$2.11$2.02$0.09
2011Summary only. Only limited summary data is available for this year.$2.80$0.15$2.64$2.77$2.40$0.37