Civic Intelligence

The North Carolina Albert Schweitzer

EIN 82-2682491 • 501(c)3 • Davidson, NC

Profile

The North Carolina Albert Schweitzer Fellowship, Inc. (NCASF) is dedicated to preparing the next generation of professionals who will serve and empower vulnerable people to live healthier lives and create healthier communities.

PO Box 1636Davidson, NC 28036

www.schweitzerfellowship.org/chapters

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

NTEE B82 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

82nd percentile

0.00x

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

NTEE B82 • <$500k nonprofits • Source year 2025

Net Margin

47th percentile

8.5%

Higher net margin than 47% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Source year 2025

Top Officer Pay

99th percentile

$89,682

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 43.3% of source-year revenue.

NTEE B82 • <$500k nonprofits • Source year 2025

Asset Growth

58th percentile

4.9%

Faster asset growth than 58% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

62nd percentile

16%

Faster revenue growth than 62% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$418,964

Up $19,413 (+4.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

$418,964

No earlier filing loaded for comparison.

Revenue

Up

$206,932

Up $29,081 (+16%) from 2024

Expenses

Up

$189,395

Up $23,326 (+14%) from 2024

Net Income

Up

$17,537

Up $5,755 (+49%) from 2024

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2018: $181,025Liabilities 2018: $02018Assets 2019: $259,474Liabilities 2019: $0Net Assets 2019: $259,4742019Assets 2020: $249,668Liabilities 2020: $0Net Assets 2020: $249,6682020Assets 2021: $275,609Net Assets 2021: $275,6092021Assets 2022: $341,915Liabilities 2022: $0Net Assets 2022: $341,9152022Assets 2023: $387,769Liabilities 2023: $0Net Assets 2023: $387,7692023Assets 2024: $399,551Liabilities 2024: $02024Assets 2025: $418,964Liabilities 2025: $0Net Assets 2025: $418,9642025

Highlighted filing

2025

Assets$418,964
Liabilities$0
Net Assets$418,964

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2018: $125Expenses 2018: $55,512Net Income 2018: -$55,3872018Revenue 2019: $211,000Expenses 2019: $132,551Net Income 2019: $78,4492019Revenue 2020: $238,250Expenses 2020: $148,806Net Income 2020: $89,4442020Revenue 2021: $175,500Expenses 2021: $149,559Net Income 2021: $25,9412021Revenue 2022: $212,750Expenses 2022: $146,444Net Income 2022: $66,3062022Revenue 2023: $200,296Expenses 2023: $154,817Net Income 2023: $45,4792023Revenue 2024: $177,851Expenses 2024: $166,069Net Income 2024: $11,7822024Revenue 2025: $206,932Expenses 2025: $189,395Net Income 2025: $17,5372025

Highlighted filing

2025

Revenue$206,932
Expenses$189,395
Net Income$17,537

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Aug 18, 2025
Return Version
2024v5.2
Gross Receipts
$206,932
Mission and Program Overview

Mission

The NC Albert Schweitzer Fellowship (NCASF) is dedicated to preparing the next generation of professionals who will serve and empower vulnerable people to live healthier lives and create healthier communities.

The North Carolina Albert Schweitzer Fellowship, Inc. (NCASF) is dedicated to preparing the next generation of professionals who will serve and empower vulnerable people to live healthier lives and create healthier communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$338,115$343,176▲ $5,061
Cash and Non-Interest-Bearing Accounts$61,436$75,788▲ $14,352
Accounts Receivable-$0-
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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$399,551$418,964▲ $19,413
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$399,551$418,964▲ $19,413
Total Net Assets Fund Balance$399,551$418,964▲ $19,413
Total Liabilities and Net Assets / Fund Balance$399,551$418,964▲ $19,413
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Barbara HeffnerExecutive DirectorPT$89,682$89,682

Board Members and Trustees

NameTitle
Patricia WhiteChair & Treas.
Amanda StroudDirector
Ben GilmerDirector
Doug ZinnDirector
George AdamsDirector
Greg ChadwickDirector
Melissa GreenDirector
Tiffany CovasDirector
Tom IronsDirector
William FischerDirector
Zachary BrianDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$201,743
Program Service Revenue
$0
Investment Income
$5,189
Other Revenue
$0
All Other Contributions
$201,743
Change in Net Assets
$17,537
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$99,713
Salaries, Compensation, and Employee Benefits$89,682
Total Fundraising Expense$13,453
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$62,777$13,452$13,453$89,682
Fees for Services Other$43,876--$43,876
All Other Expenses$20,219--$20,219
Other Expenses$4,013--$4,013
Insurance$589--$589
Total Functional Expenses$162,490$13,452$13,453$189,395
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
No
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
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 review process includes providing a copy of the Form 990 to the Board before it is filed.

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

Approved at board meeting.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
The North Carolina Albert Schweitzer
EIN
82-2682491
Phone
7042875346
Address
PO Box 1636, Davidson, NC 28036

Signing Officer

Name
Patricia White
Title
Chair & Treas.
Signed
2025-08-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia White
Formed
2017
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
11

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Communications: Column (A) - Total = $3165; Column (B) - Program Services = $3165; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Financial Services: Column (A) - Total = $3020; Column (B) - Program Services = $3020; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Gifts: Column (A) - Total = $100; Column (B) - Program Services = $100; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Meals : Column (A) - Total = $510; Column (B) - Program Services = $510; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Postage and Shipping: Column (A) - Total = $183; Column (B) - Program Services = $183; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Recruiting: Column (A) - Total = $851; Column (B) - Program Services = $851; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Retreats: Column (A) - Total = $3141; Column (B) - Program Services = $3141; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Software: Column (A) - Total = $2183; Column (B) - Program Services = $2183; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Supplies: Column (A) - Total = $357; Column (B) - Program Services = $357; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Sustainability Funding: Column (A) - Total = $4000; Column (B) - Program Services = $4000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Website Mgt & Graphic Design: Column (A) - Total = $2709; Column (B) - Program Services = $2709; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

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IRS990/PrincipalOfficerNm0Patricia White
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The review process includes providing a copy of the Form 990 to the Board before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Approved at board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Communications: Column (A) - Total = $3165; Column (B) - Program Services = $3165; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Financial Services: Column (A) - Total = $3020; Column (B) - Program Services = $3020; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Gifts: Column (A) - Total = $100; Column (B) - Program Services = $100; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Meals : Column (A) - Total = $510; Column (B) - Program Services = $510; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Postage and Shipping: Column (A) - Total = $183; Column (B) - Program Services = $183; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Recruiting: Column (A) - Total = $851; Column (B) - Program Services = $851; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Retreats: Column (A) - Total = $3141; Column (B) - Program Services = $3141; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Software: Column (A) - Total = $2183; Column (B) - Program Services = $2183; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Supplies: Column (A) - Total = $357; Column (B) - Program Services = $357; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Sustainability Funding: Column (A) - Total = $4000; Column (B) - Program Services = $4000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Website Mgt & Graphic Design: Column (A) - Total = $2709; Column (B) - Program Services = $2709; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
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IRS990/USAddress/AddressLine1Txt0PO Box 1636

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