Civic Intelligence

Turning Point Inc.

990 • Fiscal year 2023 • EIN 58-1698701

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 15, 2023

PO Box 952Monroe, NC 28111

(704) 283-9150

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$3,719,654

Flat from 2023

Net Assets

Flat

$3,467,194

Flat from 2023

Liabilities

Flat

$252,460

Flat from 2023

Revenue And Expenses

Revenue

Flat

$2,286,963

Flat from 2023

Expenses

Flat

$1,860,455

Flat from 2023

Net Income

Flat

$426,508

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,048,066Liabilities 2011: $60,941Net Assets 2011: $987,1252011Assets 2012: $988,706Liabilities 2012: $134,570Net Assets 2012: $854,1362012Assets 2013: $1,277,115Liabilities 2013: $182,388Net Assets 2013: $1,094,7272013Assets 2014: $1,398,351Liabilities 2014: $192,976Net Assets 2014: $1,205,3752014Assets 2015: $1,476,134Liabilities 2015: $204,645Net Assets 2015: $1,271,4892015Assets 2016: $1,630,930Liabilities 2016: $207,627Net Assets 2016: $1,423,3032016Assets 2017: $1,644,379Liabilities 2017: $174,446Net Assets 2017: $1,469,9332017Assets 2018: $1,837,535Liabilities 2018: $138,267Net Assets 2018: $1,699,2682018Assets 2019: $2,065,966Liabilities 2019: $110,249Net Assets 2019: $1,955,7172019Assets 2020: $2,293,714Liabilities 2020: $332,201Net Assets 2020: $1,961,5132020Assets 2021: $2,797,323Liabilities 2021: $190,594Net Assets 2021: $2,606,7292021Assets 2022: $3,353,252Liabilities 2022: $311,716Net Assets 2022: $3,041,5362022Assets 2023: $3,719,654Liabilities 2023: $252,460Net Assets 2023: $3,467,1942023Assets 2023: $3,719,654Liabilities 2023: $252,460Net Assets 2023: $3,467,1942023Assets 2024: $4,570,847Liabilities 2024: $426,814Net Assets 2024: $4,144,0332024Assets 2025: $4,462,573Liabilities 2025: $357,982Net Assets 2025: $4,104,5912025

Highlighted filing

2023

Assets$3,719,654
Liabilities$252,460
Net Assets$3,467,194

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $508,569Expenses 2011: $508,023Net Income 2011: $5462011Revenue 2012: $964,573Expenses 2012: $1,097,562Net Income 2012: -$132,9892012Expenses 2013: $910,3852013Revenue 2014: $977,123Expenses 2014: $937,028Net Income 2014: $40,0952014Revenue 2015: $1,008,341Expenses 2015: $942,227Net Income 2015: $66,1142015Revenue 2016: $1,499,131Expenses 2016: $1,337,840Net Income 2016: $161,2912016Revenue 2017: $1,439,320Expenses 2017: $1,392,690Net Income 2017: $46,6302017Revenue 2018: $1,684,445Expenses 2018: $1,455,109Net Income 2018: $229,3362018Revenue 2019: $1,802,692Expenses 2019: $1,546,243Net Income 2019: $256,4492019Revenue 2020: $1,626,451Expenses 2020: $1,620,655Net Income 2020: $5,7962020Revenue 2021: $2,297,769Expenses 2021: $1,652,553Net Income 2021: $645,2162021Revenue 2022: $2,037,176Expenses 2022: $1,602,369Net Income 2022: $434,8072022Revenue 2023: $2,286,963Expenses 2023: $1,860,455Net Income 2023: $426,5082023Revenue 2023: $2,286,963Expenses 2023: $1,860,455Net Income 2023: $426,5082023Revenue 2024: $2,486,709Expenses 2024: $1,896,481Net Income 2024: $590,2282024Revenue 2025: $1,875,948Expenses 2025: $1,915,390Net Income 2025: -$39,4422025

Highlighted filing

2023

Revenue$2,286,963
Expenses$1,860,455
Net Income$426,508
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 15, 2023
Return Version
2022v5.0
Gross Receipts
$3,125,066
Mission and Program Overview

Mission

See attached.

Mission stmt: turning point exists to end domestic abuse, sexual assault, and child abuse through safe shelter, advocacy, prevention and social change.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,810,231$2,156,442▲ $346,211
Land, Buildings, and Equipment, Net$1,009,283$1,067,026▲ $57,743
Investments in Publicly Traded Securities$211,534$221,448▲ $9,914
Inventories for Sale or Use$219,109$178,255▼ $40,854
Pledges and Grants Receivable$93,493$77,112▼ $16,381
Accounts Receivable$4,352$9,378▲ $5,026
Prepaid Expenses and Deferred Charges$1,750--
Total Assets$3,353,252$3,719,654▲ $366,402
Other Assets Total$3,500$9,993▲ $6,493
Liabilities
Deferred Revenue$219,109$178,255▼ $40,854
Mortgage Notes Payable Secured by Investment Property$62,931$44,923▼ $18,008
Accounts Payable and Accrued Expenses$29,676$29,282▼ $394
Total Liabilities$311,716$252,460▼ $59,256
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,871,718$3,297,376▲ $425,658
Net Assets With Donor Restrictions$169,818$169,818→ $0
Total Net Assets Fund Balance$3,041,536$3,467,194▲ $425,658
Total Liabilities and Net Assets / Fund Balance$3,353,252$3,719,654▲ $366,402

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$500,464$802,091$1,302,555
Equipment$142,913$393,070$535,983
Leasehold Improvements$278,826$228,965$507,791
Other Land Buildings$116,052$19,500$135,552
Land$28,771-$28,771

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$211,534-▲ $9,914-$221,448
2021$257,092-▼ $45,558-$211,534
2020$206,744-▲ $50,348-$257,092
2019$218,222-▼ $11,478-$206,744
2018$221,364-▼ $3,142-$218,222
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jessica LindbergExecutive DiFT$93,091$93,091

Board Members and Trustees

NameTitle
Kelly BarnhardtChair
Joshua CookeVice Chair
Andrea WoodBoard Member
Belle WalkerBoard Member
Edward VassarBoard Member
Elaine HughesBoard Member
Emily KollBoard Member
Juan TiseraBoard Member
Lt Steve MortonBoard Member
Shelby GordonBoard Member
Lt Lori PierceAt-large
Heather WollermanSecretary
Yorda KidaneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,854,699
Program Service Revenue
$0
Investment Income
$40,452
Other Revenue
$391,812
All Other Contributions
$1,785,280
Change in Net Assets
$426,508

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 Amount
Other Non Cash Contri Table1$80,771
Other Non Cash Contri Table1$10,900
Other Non Cash Contri Table1$6,800
Total Noncash Contributions3$98,471

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,286,963
Total Revenue per Audited Statements
$2,286,963
Total Revenue per Form 990
$2,286,963
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,135,556
Other Expenses$654,405
Grants and Similar Amounts Paid$70,494
Total Fundraising Expense$60,536
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$778,229$25,104$33,472$836,805
Depreciation Depletion$128,945$8,596$5,731$143,272
Occupancy$113,714$4,891$3,667$122,272
Payroll Taxes$94,845$3,060$4,079$101,984
Current Officers, Directors, Trustees, and Key Employees$87,843$2,834$3,778$94,455
Fees for Services Other$84,221$1,120$1,493$86,834
Other Employee Benefits$76,018$2,452$3,270$81,740
Information Technology$71,134$3,744-$74,878
Grants to Domestic Individuals$70,494--$70,494
Office Expenses$34,355$1,706-$36,061
Insurance$22,182$3,915-$26,097
Pension Plan Contributions$19,132$617$823$20,572
Travel$19,679$406$203$20,288
Fees for Services Accounting$8,460--$8,460
Other Expenses$5,652$127$572$6,351
All Other Expenses--$3,438$3,438
Advertising$475$26$10$511
Total Functional Expenses$1,726,783$73,136$60,536$1,860,455

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,860,455
Total Expenses per Audited Statements$1,860,455
Total Expenses per Form 990$1,860,455
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$285,119
Fundraising Direct Expenses$70,498
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Wish/as$141,905$141,905$7,728$134,177
Annual Golf$109,729$109,729$44,951$64,778
Total Events$285,119$285,119$70,498$214,621
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
Yes
Backup withholding compliance
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, Page 6, Part VI, Line 11B

Finance committee reviews the 990 prior to filing.

Form 990, Page 6, Part VI, Line 12C

Monitored by the board of directors.

Form 990, Page 6, Part VI, Line 15A

Review by board of directors

Form 990, Page 6, Part VI, Line 15B

Review by board of directors

Form 990, Page 6, Part VI, Line 19

Documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Turning Point Inc
EIN
58-1698701
Phone
7042839150
Address
PO BOX 952, MONROE, NC 28111

Signing Officer

Name
Jessica Lindberg
Title
Executive Director
Phone
7042839150
Signed
2023-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica Lindberg
Formed
1986
Legal Domicile
Nc
Voting Board Members
13
Independent Board Members
13
Employees
76
Volunteers
232

Preparer

Firm
DAVIES GOLDSTEIN & ASSOCIATES CPA'S
Address
PO BOX 156, MATTHEWS, NC 28106
Preparer
Jeffrey I Goldstein
Phone
7046840555
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Turning point's core mission is to break the cycle of domestic abuse. We start by offering victims and their children a safe haven. In our shelter, they can begin to feel safe and take the steps needed to build violence- free lives. Our programs include individual and group counseling, identifying the cycle of domestic violence, money management, parenting skills, and housekeeping. Special attention is given to employment and self-sufficiency goals, since many victims have never been allowed to control the family finances. Job search coaching includes resume writing, interviewing techniques, job search strategies and job referrals our trained case manager and volunteers work with residents to determine financial needs and create household budgets, structure debt payment and repair credit; helping families develop the skills to create a sound financial plan. 77% of the women who complete our programs maintain violence-free lives for at least one year after leaving the shelter. Children who are victims of domestic violence need special support. Without appropriate intervention, the effects of domestic abuse linger long after the violence has stopped. Studies show that children who observe family violence often display delayed physical and emotional development, experience health problems and poor performance in school. They are also more likely to become abusers or victims in future relationships. Our hero program breaks this generational cycle of abuse by helping children understand that healthy relationships are not violent. Learning how to express anger and other feelings appropriately makes it possible for them to have a future without violent relationships. 91% of the children participating in the hero program have demonstrated improved anger management and other positive coping skills. On july 1, 2015, turning point assumed the operations of the sexual assault resource center (sarc) and tree house children's advocacy center (cac) from safe alliance in union county. The sarc provides survivors of sexual assault with a 24/7 crisis line, hospital accompaniment, support groups, counseling, and advocacy appointments to assist with safety planning, crisis intervention, resource referrals, and court accompaniment. The tree house cac is a multi-disciplinary approach to child abuse investigations that provides forensic interviews, medical exams, trauma assessments, advocacy, counseling and support groups for children and their non- offending caregivers.

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IRS990/InsuranceGrp/ManagementAndGeneralAmt03915
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IRS990/MissionDesc0TURNING POINT'S CORE MISSION IS TO BREAK THE CYCLE OF DOMESTIC ABUSE. WE START BY OFFERING VICTIMS AND THEIR CHILDREN A SAFE HAVEN. IN OUR SHELTER, THEY CAN BEGIN TO FEEL SAFE AND TAKE THE STEPS NEEDED TO BUILD VIOLENCE- FREE LIVES. OUR PROGRAMS INCLUDE INDIVIDUAL AND GROUP COUNSELING, IDENTIFYING THE CYCLE OF DOMESTIC VIOLENCE, MONEY MANAGEMENT, PARENTING SKILLS, AND HOUSEKEEPING. SPECIAL ATTENTION IS GIVEN TO EMPLOYMENT AND SELF-SUFFICIENCY GOALS, SINCE MANY VICTIMS HAVE NEVER BEEN ALLOWED TO CONTROL THE FAMILY FINANCES. JOB SEARCH COACHING INCLUDES RESUME WRITING, INTERVIEWING TECHNIQUES, JOB SEARCH STRATEGIES AND JOB REFERRALS OUR TRAINED CASE MANAGER AND VOLUNTEERS WORK WITH RESIDENTS TO DETERMINE FINANCIAL NEEDS AND CREATE HOUSEHOLD BUDGETS, STRUCTURE DEBT PAYMENT AND REPAIR CREDIT; HELPING FAMILIES DEVELOP THE SKILLS TO CREATE A SOUND FINANCIAL PLAN. 77% OF THE WOMEN WHO COMPLETE OUR PROGRAMS MAINTAIN VIOLENCE-FREE LIVES FOR AT LEAST ONE YEAR AFTER LEAVING THE SHELTER. CHILDREN
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01706
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IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc0SHELTER EXPENSES
IRS990/OtherExpensesGrp/Desc1BANK & FINANCE FEES
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012616
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11922
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2127
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IRS990/OtherExpensesGrp/ProgramServicesAmt17230
IRS990/OtherExpensesGrp/ProgramServicesAmt25652
IRS990/OtherExpensesGrp/TotalAmt0104175
IRS990/OtherExpensesGrp/TotalAmt112616
IRS990/OtherExpensesGrp/TotalAmt29152
IRS990/OtherExpensesGrp/TotalAmt36351
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt033472
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0778229
IRS990/OtherSalariesAndWagesGrp/TotalAmt0836805
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IRS990/PayrollTaxesGrp/FundraisingAmt04079
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03060
IRS990/PayrollTaxesGrp/ProgramServicesAmt094845
IRS990/PayrollTaxesGrp/TotalAmt0101984
IRS990/PensionPlanContributionsGrp/FundraisingAmt0823
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0617
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt019132
IRS990/PensionPlanContributionsGrp/TotalAmt020572
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt093493
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrincipalOfficerNm0JESSICA LINDBERG
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01734818
IRS990/PYExcessBenefitTransInd0false
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IRS990/ReconcilationRevenueExpnssAmt0426508
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IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01912331
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05196676
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IRS990ScheduleA/PublicSupportTotal170Amt07748116
IRS990ScheduleA/SubstantialContributorsTotAmt0549445
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01854699
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01423736
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08297561
IRS990ScheduleA/TotalSupportAmt08366853
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0221448
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt09914
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0257092
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0211534
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0257092
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IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0278826
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0228965
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0507791
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0116052
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt019500
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0135552

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.46$0.36$4.10$1.88$1.92$0.04
2024Summary only. Only limited summary data is available for this year.$4.57$0.43$4.14$2.49$1.90$0.59
2023Detailed filing. Detailed filing data is available for this year.$3.72$0.25$3.47$2.29$1.86$0.43
2023Summary only. Only limited summary data is available for this year.$3.72$0.25$3.47$2.29$1.86$0.43
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.31$3.04$2.04$1.60$0.43
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.19$2.61$2.30$1.65$0.65
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.33$1.96$1.63$1.62$0.01
2019Summary only. Only limited summary data is available for this year.$2.07$0.11$1.96$1.80$1.55$0.26
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.14$1.70$1.68$1.46$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.17$1.47$1.44$1.39$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.63$0.21$1.42$1.50$1.34$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.48$0.20$1.27$1.01$0.94$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.40$0.19$1.21$0.98$0.94$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.18$1.09$0.91
2012Summary only. Only limited summary data is available for this year.$0.99$0.13$0.85$0.96$1.10$0.13
2011Summary only. Only limited summary data is available for this year.$1.05$0.06$0.99$0.51$0.51$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • NTEE P43Z • $1M-$5M nonprofits