Civic Intelligence

Ontrack Wnc Workforce Program

EIN 81-4592202 • 501(c)3 • Asheville, NC

Profile

To provide a source for assisting employees located in Western North Carolina with achieving their financial and housing goals through programs similar to those offered by the Organization's supported organization, Consumer Credit Counseling Service of Western North Carolina, Inc. d/b/a OnTrack Financial Education & Counseling.

50 S French Broad Ave Suite 227Asheville, NC 28801
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

47th percentile

0.4%

Higher net margin than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

35th percentile

-15%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $216,953 (-100%) from 2020

Liabilities

Down

$0

Down $215,308 (-100%) from 2020

Net Assets

Down

$0

Down $1,645 (-100%) from 2020

Operations
Liabilities / Revenue61st percentileNet Margin47th percentile

Revenue

Down

$107,813

Down $19,219 (-15%) from 2020

Expenses

Down

$107,422

Down $18,959 (-15%) from 2020

Net Income

Down

$391

Down $260 (-40%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$400K$300K$200K$100K$0Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $301,573Liabilities 2018: $301,404Net Assets 2018: $1692018Assets 2019: $222,799Liabilities 2019: $221,805Net Assets 2019: $9942019Assets 2020: $216,953Liabilities 2020: $215,308Net Assets 2020: $1,6452020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth35th percentile

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

$150K$100K$50K$0Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $125,145Expenses 2018: $124,976Net Income 2018: $1692018Revenue 2019: $127,662Expenses 2019: $126,837Net Income 2019: $8252019Revenue 2020: $127,032Expenses 2020: $126,381Net Income 2020: $6512020Revenue 2021: $107,813Expenses 2021: $107,422Net Income 2021: $3912021

Highlighted filing

2021

Revenue$107,813
Expenses$107,422
Net Income$391
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$107,813
Expenses
$107,422
Net income
$391
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.08$1.07$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.17$2.15$0.02$1.27$1.26$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.23$2.22$0.01$1.28$1.27$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.02$3.01$0.00$1.25$1.25$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 14, 2021
Return Version
2020v4.0
Gross Receipts
$107,813
Mission and Program Overview

Mission

To provide a source for assisting employees located in Western North Carolina with achieving their financial and housing goals through programs similar to those offered by the Organization's supported organization, Consumer Credit Counseling Service of Western North Carolina, Inc. d/b/a OnTrack Financial Education & Counseling.

Program Services

DescriptionGrantsExpenses
Support of employee assistance programs provided by local employers.$0$107,277
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Harli PalmePresident-$0--
Dave WerleDirector-$0--
Manori DockerySecretary-$0--
Celeste CollinsExecutive DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Ontrack Wnc Workforce Program
EIN
81-4592202
Phone
8282555166
Address
50 S French Broad Ave Suite 227, Asheville, NC 28801

Signing Officer

Name
Harli Palme
Title
President
Phone
8282550271
Signed
2021-12-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Other Expenses include:$107,277 for Program Service Fees paid to Consumer Credit Counseling Service of Western NC, Inc. (the Organization's supported organization) to administer the Organization's programs and $145 for bank charges.”

Form 990-EZ, Part I, Line 20

“Transfer of remaining fund balance at 6/30/21 to supported organization upon termination of the Organization.”

Raw XML Appendix191 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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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0Suite 227
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Asheville
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherChangesInNetAssetsAmt0-2036
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IRS990EZ/OtherRevenueTotalAmt00
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt00
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02021-06-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0561056077
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0573112
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Actual cash value
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt050 South French Broad Avenue
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Asheville
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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0The Directors of the Organization (Harli Palme, Dave Werle and Manori Dockery) are also directors of the Organization receiving the transferred assets. The Executive Director of the Organization (Celeste Collins) is also the Executive Director (and employee) of the Organization receiving the transferred assets.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule N, Part I, Line 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Expenses include:$107,277 for Program Service Fees paid to Consumer Credit Counseling Service of Western NC, Inc. (the Organization's supported organization) to administer the Organization's programs and $145 for bank charges.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Transfer of remaining fund balance at 6/30/21 to supported organization upon termination of the Organization.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08282550271
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-14
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ReturnHeader/Filer/USAddress/CityNm0Asheville
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ReturnHeader/ReturnTs02021-12-14T15:24:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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