Totals
- Total revenue
- $2,416,990
- Total expenses
- $1,762,190
- Contributions and grants received
- $958,290
- Grants paid
- $270,524
- Program service revenue
- $0
- Investment income
- $1,127,180
- Other revenue
- $331,520
- Total assets, end of year
- $28,651,761
- Total liabilities, end of year
- $1,029,592
- Net assets or fund balances, end of year
- $27,622,169
- Program services expenses (Part IX)
- $637,984
- Management and general expenses
- $825,340
- Fundraising expenses
- $298,866
- Program service expenses (Part III)
- $637,984
Program services were 36.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$36,129
-
1f · All other contributions, gifts and grants
$922,161
-
1g · Noncash contributions included above
$23,030
-
3 · Investment income
total $426,503 · excluded $426,503
-
6a · Gross rents
real property $683,116
-
6b · Less rental expenses
real property $351,596
-
6c · Rental income or loss
real property $331,520
-
6d · Net rental income or loss
total $331,520 · unrelated business $183,047 · excluded $148,473
-
7a · Gross sales of assets other than inventory
securities $6,251,706
-
7b · Less cost or other basis and sales expenses
securities $5,550,636 · other assets $393
-
7c · Gain or loss
securities $701,070 · other assets -$393
-
7d · Net gain or loss
total $700,677 · excluded $700,677
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $225,482 · program services $225,482
-
2 · Grants to domestic individuals
total $45,042 · program services $45,042
-
5 · Compensation of officers, directors and key employees
total $355,531 · program services $116,775 · management and general $149,869 · fundraising $88,887
-
7 · Other salaries and wages
total $298,591 · program services $89,832 · management and general $151,210 · fundraising $57,549
-
8 · Pension plan contributions
total $29,334 · program services $12,418 · fundraising $16,916
-
9 · Other employee benefits
total $48,198 · program services $21,289 · management and general $7,339 · fundraising $19,570
-
10 · Payroll taxes
total $42,462 · program services $16,629 · management and general $10,390 · fundraising $15,443
-
11a · Fees: management
total $195,434 · program services $62,874 · management and general $78,941 · fundraising $53,619
-
11f · Fees: investment management
total $122,814 · management and general $122,814
-
11g · Fees: other
total $6,956 · management and general $6,956
-
12 · Advertising and promotion
total $58,241 · program services $349 · management and general $28,835 · fundraising $29,057
-
13 · Office expenses
total $10,345 · program services $9,720 · management and general $501 · fundraising $124
-
14 · Information technology
total $7,725 · program services $7,725
-
16 · Occupancy
total $154,309 · program services $285 · management and general $153,781 · fundraising $243
-
17 · Travel
total $36,746 · program services $16,024 · management and general $4,767 · fundraising $15,955
-
22 · Depreciation, depletion and amortization
total $79,878 · program services $1,762 · management and general $76,613 · fundraising $1,503
-
23 · Insurance
total $2,059 · program services $2,059
-
24a · Other expenses: ADMINISTRATIVE AND OTHE
total $28,582 · program services $9,719 · management and general $18,863
-
24b · Other expenses: INCOME TAX EXPENSE
total $14,461 · management and general $14,461
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $976,193 · end of year $865,372
-
2 · Savings and temporary cash investments
beginning of year $300,883 · end of year $302,115
-
3 · Pledges and grants receivable
beginning of year $29,935 · end of year $306,206
-
4 · Accounts receivable
beginning of year $20,299 · end of year $114,686
-
5 · Loans and receivables from officers and key people
beginning of year $1,492 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $29,767 · end of year $35,802
-
10a · Land, buildings and equipment: cost or other basis
$8,074,754
-
10b · Land, buildings and equipment: accumulated depreciation
$5,109,632
-
10c · Land, buildings and equipment, net
beginning of year $3,124,123 · end of year $2,965,122
-
12 · Investments: other securities
beginning of year $22,411,065 · end of year $24,051,424
-
15 · Other assets
beginning of year $14,114 · end of year $11,034
-
17 · Accounts payable and accrued expenses
beginning of year $155,673 · end of year $175,136
-
19 · Deferred revenue
beginning of year $2,500 · end of year $2,500
-
23 · Secured mortgages and notes payable
beginning of year $946,169 · end of year $848,244
-
25 · Other liabilities
beginning of year $223,037 · end of year $3,712
-
27 · Net assets without donor restrictions
beginning of year $14,327,071 · end of year $15,502,353
-
28 · Net assets with donor restrictions
beginning of year $11,253,421 · end of year $12,119,816
Mission and programs · 2022
Mission
THE PURPOSE OF THE FOUNDATION IS TO FOSTER AND SUPPORT STATEWIDE PUBLIC SERVICE AND PRO BONO PROGRAMS AND PROJECTS THAT PROMOTE ACCESS TO JUSTICE, CIVIC EDUCATION, SERVICE, AND PROFESSIONALISM.
Activities or mission (Part I)
THE MISSION OF THE NORTH CAROLINA BAR FOUNDATION IS TO UNITE THE TALENT AND GENEROSITY OF OUR PROFESSION TO BE A POWER OF GREATER GOOD FOR THE PEOPLE OF NORTH CAROLINA.
-
NORTH CAROLINA BAR FOUNDATION ENDOWMENTTHE NC BAR FOUNDATION'S ENDOWMENT SUPPORTS ORGANIZATIONS AND PROGRAMS THAT PROMOTE THE FOUNDATION'S VALUES OF ACCESS TO JUSTICE, CIVIC EDUCATION, SERVICE THROUGH THE LEGAL PROFESSION, ATTORNEY PROFESSIONALISM, AND DIVERSITY, EQUITY, AND INCLUSION.
Expenses $303,081 · Grants $249,024
-
NORTH CAROLINA BAR FOUNDATION PROGRAMSTHE NC BAR FOUNDATION'S PROGRAMS DEPARTMENT COORDINATES PRO BONO AND CIVIC EDUCATION OPPORTUNITIES FOR LAWYERS, PARALEGALS, LAW STUDENTS AND OTHER MEMBERS OF THE LEGAL PROFESSION. CURRENT FOUNDATION PROGRAMS INCLUDE: 4ALL STATEWIDE SERVICE DAY, DISASTER LEGAL SERVICES, ENTREPRENEURS ASSISTANCE PROGRAM, LAWYERS FOR LITERACY, NC FREE LEGAL ANSWERS, PATENT PRO BONO PROGRAM, WILLS FOR HEROES AND THE YOUTH LEADERSHIP CHALLENGE.
Expenses $334,903 · Grants $21,500
As filed on the 2022 return.
Listed in Part VII
-
JONATHAN HEYL
IMMEDIATE PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
CLAYTON MORGAN
PRESIDENT
- Total calculated
- $8,000
- From this org
- $0
- From related orgs
- $8,000
- Other
- $0
- Hours/week
- 1 + 20 related
-
PATTI RAMSEUR
PRESIDENT-ELECT/TREASURER
- Total calculated
- $5,000
- From this org
- $0
- From related orgs
- $5,000
- Other
- $0
- Hours/week
- 1 + 10 related
-
ALISON ASHE-CARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
EDWARD G CONNETTE III
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
STUART B DORSETT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JUDGE RICHARD L DOUGHTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
BENJAMIN R EDWARDS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
CASEY N FERRI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
EDWARD W GRIGGS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
NAN HANNAH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
EVAN G LEWIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
SIDNEY O MINTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JAMES F MORGAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
RASHAD L MORGAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
S CAMILLE PAYTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ASHLEY S RUSHER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JARED SMITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
REBECCA L SMITHERMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ROBIN J STINSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD M THIGPEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JERRY H WALTERS JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
LISA M WILLIFORD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MONICA WEBB-SHACKLEFORD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JUDGE JOE L WEBSTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MATTHEW W WOLFE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JASON M HENSLEY
EXECUTIVE DIRECTOR/SECRETARY
- Total calculated
- $410,729
- From this org
- $0
- From related orgs
- $355,271
- Other
- $55,458
- Hours/week
- 20 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $355,271 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $42,133 related
- Nontaxable benefits
- $0 + $13,325 related
- Filer's total
- $0 + $410,729 related
-
KIM BART MULLIKIN
SENIOR DIRECTOR OF FOUNDATION
- Total calculated
- $197,962
- From this org
- $165,704
- From related orgs
- $0
- Other
- $32,258
- Hours/week
- 43 + 7 related
Schedule J breakdown matched by us
- Base
- $165,704
- Bonus
- $0
- Other
- $0
- Deferred
- $22,061
- Nontaxable benefits
- $10,197
- Filer's total
- $197,962
-
VIRGINIA CRAIG
DIRECTOR OF FINANCE AND ACCOUNTING
- Total calculated
- $175,739
- From this org
- $0
- From related orgs
- $146,490
- Other
- $29,249
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $146,490 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $19,052 related
- Nontaxable benefits
- $0 + $10,197 related
- Filer's total
- $0 + $175,739 related
-
ASHLEY MILLS
SENIOR DIRECTOR OF OPERATI
- Total calculated
- $218,215
- From this org
- $0
- From related orgs
- $182,232
- Other
- $35,983
- Hours/week
- 23 + 27 related
Schedule J breakdown matched by us
- Base
- $0 + $182,232 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $24,666 related
- Nontaxable benefits
- $0 + $11,317 related
- Filer's total
- $0 + $218,215 related
-
LOUISE HARRIS
FOUNDATION DIRECTOR
- Total calculated
- $172,470
- From this org
- $145,842
- From related orgs
- $0
- Other
- $26,628
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $145,842
- Bonus
- $0
- Other
- $0
- Deferred
- $16,431
- Nontaxable benefits
- $10,197
- Filer's total
- $172,470
-
ERIN ROBBINS
DIRECTOR OF MARKETING
- Total calculated
- $177,667
- From this org
- $0
- From related orgs
- $144,733
- Other
- $32,934
- Hours/week
- 8 + 32 related
Schedule J breakdown matched by us
- Base
- $0 + $144,733 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $19,891 related
- Nontaxable benefits
- $0 + $13,043 related
- Filer's total
- $0 + $177,667 related
-
JEREMIAH HAMM
CONTROLLER
- Total calculated
- $151,972
- From this org
- $0
- From related orgs
- $124,105
- Other
- $27,867
- Hours/week
- 6 + 34 related
Schedule J breakdown matched by us
- Base
- $0 + $124,105 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $16,550 related
- Nontaxable benefits
- $0 + $11,317 related
- Filer's total
- $0 + $151,972 related
-
RUSSELL RAWLINGS
DIRECTOR OF COMMUNICATIONS
- Total calculated
- $168,561
- From this org
- $0
- From related orgs
- $140,444
- Other
- $28,117
- Hours/week
- 6 + 34 related
Schedule J breakdown matched by us
- Base
- $0 + $140,444 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $17,920 related
- Nontaxable benefits
- $0 + $10,197 related
- Filer's total
- $0 + $168,561 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
LEGAL AID OF NORTH CAROLINA INC
$122,652
LEGAL AID OF NCLAWYER ON THE LINE AND OTHER PROGRAMS
-
$21,750
VOLUNTEER LAW CLINIC/CONSULTATION EXPANSION
-
PROFESSIONALISM PROGRAM FOR NEW ATTORNEYS, MIP DIVERSITY SYMPOSIUM
-
TO BE A RESPONSIVE SUPPORT AND RESOURCE FOR PEOPLE IN NC WHO NEED HELP WITH IMMIGRATION AND MEDICAID ISSUES.
-
BAR EXAM WORKSHOPS, LAW WEEK, LEGAL FEEDING FRENZY
-
$10,000
VICTIM ASSISTANCE
-
PROVIDE ADVOCACY AND REPRESENTATION TO VULNERABLE CHILDREN IN CUSTODY OR DOMESTIC VIOLENCE CASES.
-
MENTAL HEALTH, CUSTODY ADVOCACY, DEFENSE TEAM
-
IMPROVING ACCESS TO LEGAL INFORMATION THROUGH OUTREACH AND CONNECTIONS
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
NORTH CAROLINA BAR ASSOCIATION
501 (c)6 · PROMOTING AND IMPROVING THE ADMINISTRATION OF JUSTICE IN NORTH CAROLINA · NC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202343179349305094
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