Civic Intelligence

Life Plan Trust Incorporated

990 • Fiscal year 2020 • EIN 58-1928259

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 01, 2021

Organization Profilelifeplantrustnc.org
800 W Williams Street SteApex, NC 27502

(919) 589-0017

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.05x

Higher debt load relative to assets than 53% of similar nonprofits.

2020 filings • NTEE E • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

50th percentile

0.06x

Higher debt load relative to revenue than 50% of similar nonprofits.

2020 filings • NTEE E • $500k-$1M nonprofits • Source year 2020

Net Margin

79th percentile

31%

Higher net margin than 79% of similar nonprofits.

2020 filings • NTEE E • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

78th percentile

$85,973

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 17.8% of source-year revenue.

2020 filings • NTEE E • $500k-$1M nonprofits • Source year 2020

Asset Growth

76th percentile

30%

Faster asset growth than 76% of similar nonprofits.

2020 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

99%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$575,778

Up $134,512 (+30%) from 2019

Net Assets

Up

$544,915

Up $136,793 (+34%) from 2019

Liabilities

Down

$30,863

Down $2,281 (-6.9%) from 2019

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin79th percentile

Revenue

Up

$482,227

Up $240,141 (+99%) from 2019

Expenses

Up

$330,413

Up $17,118 (+5.5%) from 2019

Net Income

Up

$151,814

Up $223,023 (+313%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$800K$600K$400K$200K$0Assets 2011: $398,597Liabilities 2011: $29,842Net Assets 2011: $368,7552011Assets 2012: $495,301Liabilities 2012: $29,595Net Assets 2012: $465,7062012Assets 2013: $626,317Liabilities 2013: $26,853Net Assets 2013: $599,4642013Assets 2014: $666,978Liabilities 2014: $38,827Net Assets 2014: $628,1512014Assets 2015: $595,950Liabilities 2015: $33,924Net Assets 2015: $562,0262015Assets 2016: $642,659Liabilities 2016: $39,822Net Assets 2016: $602,8372016Assets 2017: $527,077Liabilities 2017: $31,527Net Assets 2017: $495,5502017Assets 2018: $497,459Liabilities 2018: $23,405Net Assets 2018: $474,0542018Assets 2019: $441,266Liabilities 2019: $33,144Net Assets 2019: $408,1222019Assets 2020: $575,778Liabilities 2020: $30,863Net Assets 2020: $544,9152020Assets 2021: $611,516Liabilities 2021: $34,518Net Assets 2021: $576,9982021Assets 2022: $775,360Liabilities 2022: $37,875Net Assets 2022: $737,4852022Assets 2023: $713,388Liabilities 2023: $34,267Net Assets 2023: $679,1212023Assets 2025: $661,273Liabilities 2025: $23,481Net Assets 2025: $637,7922025

Highlighted filing

2020

Assets$575,778
Liabilities$30,863
Net Assets$544,915
Open 2020 Filing

Operations Trend

Revenue Growth93rd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $421,701Expenses 2011: $420,001Net Income 2011: $1,7002011Revenue 2012: $522,803Expenses 2012: $423,240Net Income 2012: $99,5632012Revenue 2013: $483,248Expenses 2013: $349,849Net Income 2013: $133,3992013Revenue 2014: $428,333Expenses 2014: $444,143Net Income 2014: -$15,8102014Revenue 2015: $438,036Expenses 2015: $478,736Net Income 2015: -$40,7002015Revenue 2016: $468,426Expenses 2016: $401,532Net Income 2016: $66,8942016Revenue 2017: $257,254Expenses 2017: $377,090Net Income 2017: -$119,8362017Revenue 2018: $326,084Expenses 2018: $347,335Net Income 2018: -$21,2512018Revenue 2019: $242,086Expenses 2019: $313,295Net Income 2019: -$71,2092019Revenue 2020: $482,227Expenses 2020: $330,413Net Income 2020: $151,8142020Revenue 2021: $280,129Expenses 2021: $336,382Net Income 2021: -$56,2532021Revenue 2022: $588,642Expenses 2022: $350,425Net Income 2022: $238,2172022Revenue 2023: $268,318Expenses 2023: $352,213Net Income 2023: -$83,8952023Revenue 2025: $256,683Expenses 2025: $346,911Net Income 2025: -$90,2282025

Highlighted filing

2020

Revenue$482,227
Expenses$330,413
Net Income$151,814
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 1, 2021
Return Version
2019v5.0
Gross Receipts
$607,907
Mission and Program Overview

Mission

To promote and operate a service program to provide financial management and personal advocacy services to families of persons with severe and persistent mental illness and/or developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$403,451$481,919▲ $78,468
Cash and Non-Interest-Bearing Accounts$21,010$78,001▲ $56,991
Savings and Temporary Cash Investments$1,762$5,565▲ $3,803
Land, Buildings, and Equipment, Net$9,551$4,659▼ $4,892
Prepaid Expenses and Deferred Charges$2,299$3,509▲ $1,210
Accounts Receivable$2,693$1,125▼ $1,568
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$441,266$575,778▲ $134,512
Other Assets Total$500$1,000▲ $500
Liabilities
Accounts Payable and Accrued Expenses$33,144$30,863▼ $2,281
Total Liabilities$33,144$30,863▼ $2,281
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$408,122$544,915▲ $136,793
Total Net Assets Fund Balance$408,122$544,915▲ $136,793
Total Liabilities and Net Assets / Fund Balance$441,266$575,778▲ $134,512

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,659$21,206$25,865
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janita MoodyExecutive DirectorFT$71,806$14,167$85,973

Board Members and Trustees

NameTitle
Jayne TiptonPresident
Brian A VanHookVice President
Leslee SharpDirector
Gail TillSecretary
Deb SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$267,563
Program Service Revenue
$198,032
Investment Income
$16,492
Other Revenue
$140
All Other Contributions
$267,563
Change in Net Assets
$151,814

Audited Revenue Reconciliation

Revenue per Audited Statements
$482,227
Revenue Not Reported on Form 990
$-15,021
Total Revenue per Audited Statements
$467,206
Total Revenue per Form 990
$482,227
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$265,504
Other Expenses$64,909
Total Fundraising Expense$3,107
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$122,198$12,220$1,358$135,776
Current Officers, Directors, Trustees, and Key Employees$82,305$8,230$914$91,449
Other Employee Benefits$19,667$1,967$219$21,853
Payroll Taxes$14,784$1,478$164$16,426
Office Expenses$13,312$1,331$149$14,792
Travel$12,819$1,282$142$14,243
Fees for Services Accounting-$12,850-$12,850
Occupancy$8,079$808$90$8,977
Depreciation Depletion$4,403$489-$4,892
Insurance$2,965$296$33$3,294
Fees for Services Other$1,000--$1,000
Other Expenses$407$346$38$407
Total Functional Expenses$286,009$41,297$3,107$330,413

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$330,413
Total Expenses per Audited Statements$330,413
Total Expenses per Form 990$330,413
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“Treasurer of the Board reviews the 990 before it is filed. After it is signed and filed, it is made available upon request to any Board member.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Upon joining the Board of Directors, potential Directors are provided with a copy of the policy to review, and asked about any conflicts at this point. Self reporting of conflicts is expected by members of the Board of Directors. Upon being made aware of such conflicts, the Board President would require that the Board member resolve the conflict, recuse themselves from any matter which constitutes a conflict, or they may be asked to resign the Board.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Executive DirectorThe Personnel Committee, a rotating committee of four to five Board members including the Board President, meets to review the Executive Director's performance review; recommends any salary adjustment to the Board of Directors at the meeting, where the full Board discusses and approves any action: any adjustment in compensation is reported to the Executive Director, who puts the new figure into the budget for the upcoming fiscal year. This process was last undertaken in November 2019.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Life Plan Trust Inc
EIN
58-1928259
Phone
9195890017
Address
800 W Williams Street Ste, Apex, NC 27502

Signing Officer

Name
Deb Smith
Title
Treasurer
Signed
2021-02-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janita Moody
Formed
1990
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
5
Employees
5

Preparer

Firm
Apple Koceja & Associates PA
Address
2723 Horse Pen Creek Rd Ste 105, Greensboro, NC 27410
Preparer
Vicki L Kendrick CPA
Phone
3368348696
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code except on net income derived from unrelated business activities. No material uncertain tax positions were identified for the year ended June 30, 2020. Accordingly, no provision for income tax has been recorded in the financial statements.”

Raw XML AppendixShowing 400 of 444 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt033144
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt030863
IRS990/AccountsReceivableGrp/BOYAmt02693
IRS990/AccountsReceivableGrp/EOYAmt01125
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To promote and operate a service program to provide financial management and personal advocacy services to families of persons with severe and persistent mental illness and/or developmental disabilities.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0267563
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Janita Moody
IRS990/BooksInCareOfDetail/PhoneNum09195890017
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 W Williams Street Ste 231-i
IRS990/BooksInCareOfDetail/USAddress/CityNm0Apex
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027502
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt021010
IRS990/CashNonInterestBearingGrp/EOYAmt078001
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0914
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt08230
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt082305
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt091449
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0267563
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt016492
IRS990/CYOtherExpensesAmt064909
IRS990/CYOtherRevenueAmt0140
IRS990/CYProgramServiceRevenueAmt0198032
IRS990/CYRevenuesLessExpensesAmt0151814
IRS990/CYSalariesCompEmpBnftPaidAmt0265504
IRS990/CYTotalExpensesAmt0330413
IRS990/CYTotalFundraisingExpenseAmt03107
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0482227
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0489
IRS990/DepreciationDepletionGrp/ProgramServicesAmt04403
IRS990/DepreciationDepletionGrp/TotalAmt04892
IRS990/Desc0Provided financial management and personal advocacy services to families and individuals with severe and persistent mental illness and/or developmental disabilities. Provided continuing legal education to North Carolina attorneys on servicing the legal needs and future financial needs of families and individuals with severe and persistent mental illness and/or developmental disabilities.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0286009
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012850
IRS990/FeesForServicesAccountingGrp/TotalAmt012850
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01000
IRS990/FeesForServicesOtherGrp/TotalAmt01000
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt014167
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Janita Moody
IRS990/Form990PartVIISectionAGrp/PersonNm1Leslee Sharp
IRS990/Form990PartVIISectionAGrp/PersonNm2Jayne Tipton
IRS990/Form990PartVIISectionAGrp/PersonNm3Brian A VanHook
IRS990/Form990PartVIISectionAGrp/PersonNm4Gail Till
IRS990/Form990PartVIISectionAGrp/PersonNm5Deb Smith
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt071806
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt06053
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0131733
IRS990/GrossReceiptsAmt0607907
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt033
IRS990/InsuranceGrp/ManagementAndGeneralAmt0296
IRS990/InsuranceGrp/ProgramServicesAmt02965
IRS990/InsuranceGrp/TotalAmt03294
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt010439
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010439
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0403451
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0481919
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt021206
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09551
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04659
IRS990/LandBldgEquipCostOrOtherBssAmt025865
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0125680
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To promote and operate a service program to provide financial management and personal advocacy services to families of persons with severe and persistent mental illness and/or developmental disabilities.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0408122
IRS990/NetAssetsOrFundBalancesEOYAmt0544915
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06053
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06053
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-15021
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0408122
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0544915
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt090
IRS990/OccupancyGrp/ManagementAndGeneralAmt0808
IRS990/OccupancyGrp/ProgramServicesAmt08079
IRS990/OccupancyGrp/TotalAmt08977
IRS990/OfficeExpensesGrp/FundraisingAmt0149
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01331
IRS990/OfficeExpensesGrp/ProgramServicesAmt013312
IRS990/OfficeExpensesGrp/TotalAmt014792
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0500
IRS990/OtherAssetsTotalGrp/EOYAmt01000
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0219
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01967
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt019667
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021853
IRS990/OtherExpensesGrp/Desc0Miscellaneous
IRS990/OtherExpensesGrp/Desc1Beneficiary charitable expense
IRS990/OtherExpensesGrp/Desc2Dues
IRS990/OtherExpensesGrp/FundraisingAmt038
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0346
IRS990/OtherExpensesGrp/ProgramServicesAmt03463
IRS990/OtherExpensesGrp/ProgramServicesAmt1607
IRS990/OtherExpensesGrp/ProgramServicesAmt2407
IRS990/OtherExpensesGrp/TotalAmt03847
IRS990/OtherExpensesGrp/TotalAmt1607
IRS990/OtherExpensesGrp/TotalAmt2407
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0140
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0140
IRS990/OtherRevenueTotalAmt0140
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01358
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012220
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0122198
IRS990/OtherSalariesAndWagesGrp/TotalAmt0135776
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0164
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01478
IRS990/PayrollTaxesGrp/ProgramServicesAmt014784
IRS990/PayrollTaxesGrp/TotalAmt016426
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02299
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03509
IRS990/PrincipalOfficerNm0Janita Moody
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/BusinessCd1525920
IRS990/ProgramServiceRevenueGrp/Desc0Enrollment fees
IRS990/ProgramServiceRevenueGrp/Desc1Service fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt030851
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1167181
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt030851
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1167181
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt012283
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt014687
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt077653
IRS990/PYOtherRevenueAmt0261
IRS990/PYProgramServiceRevenueAmt0214855
IRS990/PYRevenuesLessExpensesAmt0-71209
IRS990/PYSalariesCompEmpBnftPaidAmt0235642
IRS990/PYTotalExpensesAmt0313295
IRS990/PYTotalRevenueAmt0242086
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0151814
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0198032
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01762
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05565
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0267563
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt083359
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0192831
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0563180
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010439
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013046
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011032
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013713
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014052
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt062282
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01112594
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0140
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0261
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0290
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0436
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0641
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01768
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89790
IRS990ScheduleA/PublicSupportPY170Pct00.85760
IRS990ScheduleA/PublicSupportTotal170Amt0563180
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0267563
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012283
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt083359
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07144
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0192831
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0563180
IRS990ScheduleA/TotalSupportAmt0627230
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt04659
IRS990ScheduleD/EquipmentGrp/DepreciationAmt021206
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt025865
IRS990ScheduleD/ExpensesSubtotalAmt0330413
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-15021
IRS990ScheduleD/RevenueNotReportedAmt0-15021
IRS990ScheduleD/RevenueSubtotalAmt0482227
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code except on net income derived from unrelated business activities. No material uncertain tax positions were identified for the year ended June 30, 2020. Accordingly, no provision for income tax has been recorded in the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04659
IRS990ScheduleD/TotalExpensesPerForm990Amt0330413
IRS990ScheduleD/TotalRevenuePerForm990Amt0482227
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0467206
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0330413
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Treasurer of the Board reviews the 990 before it is filed. After it is signed and filed, it is made available upon request to any Board member.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon joining the Board of Directors, potential Directors are provided with a copy of the policy to review, and asked about any conflicts at this point. Self reporting of conflicts is expected by members of the Board of Directors. Upon being made aware of such conflicts, the Board President would require that the Board member resolve the conflict, recuse themselves from any matter which constitutes a conflict, or they may be asked to resign the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Executive DirectorThe Personnel Committee, a rotating committee of four to five Board members including the Board President, meets to review the Executive Director's performance review; recommends any salary adjustment to the Board of Directors at the meeting, where the full Board discusses and approves any action: any adjustment in compensation is reported to the Executive Director, who puts the new figure into the budget for the upcoming fiscal year. This process was last undertaken in November 2019.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0441266
IRS990/TotalAssetsEOYAmt0575778
IRS990/TotalAssetsGrp/BOYAmt0441266
IRS990/TotalAssetsGrp/EOYAmt0575778
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0267563
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03107
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041297
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0286009
IRS990/TotalFunctionalExpensesGrp/TotalAmt0330413
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt033144
IRS990/TotalLiabilitiesEOYAmt030863
IRS990/TotalLiabilitiesGrp/BOYAmt033144
IRS990/TotalLiabilitiesGrp/EOYAmt030863
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0408122
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0544915
IRS990/TotalOtherCompensationAmt014167
IRS990/TotalProgramServiceExpensesAmt0286009
IRS990/TotalProgramServiceRevenueAmt0198032
IRS990/TotalReportableCompFromOrgAmt071806
IRS990/TotalRevenueGrp/ExclusionAmt016492
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0198172
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0482227

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$575,778
Liabilities
$30,863
Net assets
$544,915
Revenue
$482,227
Expenses
$330,413
Net income
$151,814
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.61$0.23$6.38$2.57$3.47$0.90
2023Summary only. Only limited summary data is available for this year.$7.13$0.34$6.79$2.68$3.52$0.84
2022Summary only. Only limited summary data is available for this year.$7.75$0.38$7.37$5.89$3.50$2.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.12$0.35$5.77$2.80$3.36$0.56
2020Detailed filing. Detailed filing data is available for this year.$5.76$0.31$5.45$4.82$3.30$1.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$0.33$4.08$2.42$3.13$0.71
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.97$0.23$4.74$3.26$3.47$0.21
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.27$0.32$4.96$2.57$3.77$1.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.43$0.40$6.03$4.68$4.02$0.67
2015Detailed filing. Detailed filing data is available for this year.$5.96$0.34$5.62$4.38$4.79$0.41
2014Summary only. Only limited summary data is available for this year.$6.67$0.39$6.28$4.28$4.44$0.16
2013Summary only. Only limited summary data is available for this year.$6.26$0.27$5.99$4.83$3.50$1.33
2012Summary only. Only limited summary data is available for this year.$4.95$0.30$4.66$5.23$4.23$1.00
2011Summary only. Only limited summary data is available for this year.$3.99$0.30$3.69$4.22$4.20$0.02