Totals
- Total revenue
- $27,209,082
- Total expenses
- $24,780,216
- Contributions and grants received
- $1,192,436
- Grants paid
- $0
- Program service revenue
- $25,978,481
- Investment income
- $111,046
- Other revenue
- -$72,881
- Total assets, end of year
- $14,307,522
- Total liabilities, end of year
- $4,271,378
- Net assets or fund balances, end of year
- $10,036,144
- Program services expenses (Part IX)
- $20,639,079
- Management and general expenses
- $3,719,567
- Fundraising expenses
- $421,570
- Program service expenses (Part III)
- $20,639,079
Program services were 83.3% 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.
-
1c · Fundraising events
$522,269
-
1f · All other contributions, gifts and grants
$670,167
-
1g · Noncash contributions included above
$7,097
-
2a · Program service revenue: Fees
total $983,173 · related or exempt $983,173
-
2b · Program service revenue: Fees & Contracts Gov Agencies
total $24,995,308 · related or exempt $24,995,308
-
3 · Investment income
total $102,547 · excluded $102,547
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
other assets $8,499
-
7c · Gain or loss
other assets $8,499
-
7d · Net gain or loss
total $8,499 · related or exempt $8,499
-
8a · Fundraising events: contributions included on line 1c
$522,269
-
8b · Fundraising events: direct expenses
$72,881
-
8c · Net income from fundraising events
total -$72,881
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Other
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $266,124 · program services $209,302 · management and general $50,690 · fundraising $6,132
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $9,648,275 · program services $7,588,216 · management and general $1,837,773 · fundraising $222,286
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $974,285 · program services $740,317 · management and general $207,411 · fundraising $26,557
-
10 · Payroll taxes
total $661,627 · program services $502,742 · management and general $140,851 · fundraising $18,034
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $412,523 · program services $204,226 · management and general $195,894 · fundraising $12,403
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $207,044 · program services $170,008 · management and general $34,759 · fundraising $2,277
-
20 · Interest
total $2 · management and general $2
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $167,188 · management and general $167,188
-
23 · Insurance
total $267,988 · program services $156,257 · management and general $109,241 · fundraising $2,490
-
24a · Other expenses: Fees and Services
total $10,739,967 · program services $10,203,946 · management and general $431,386 · fundraising $104,635
-
24b · Other expenses: Equipment and Maintenance
total $373,174 · program services $55,307 · management and general $314,444 · fundraising $3,423
-
24c · Other expenses: Food and Provision
total $246,201 · program services $245,968 · management and general $233
-
24d · Other expenses: Staff Development & Appreciati
total $135,872 · program services $2,609 · management and general $130,898 · fundraising $2,365
-
24e · All other expenses
total $679,946 · program services $560,181 · management and general $98,797 · fundraising $20,968
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $5,116,960 · end of year $6,908,407
-
2 · Savings and temporary cash investments
beginning of year $383,956 · end of year $399,689
-
3 · Pledges and grants receivable
beginning of year $204,208 · end of year $209,188
-
4 · Accounts receivable
beginning of year $1,817,028 · end of year $1,851,969
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $174,908 · end of year $117,604
-
10a · Land, buildings and equipment: cost or other basis
$1,705,541
-
10b · Land, buildings and equipment: accumulated depreciation
$644,524
-
10c · Land, buildings and equipment, net
beginning of year $963,361 · end of year $1,061,017
-
11 · Investments: publicly traded securities
end of year $875,641
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
beginning of year $63,855 · end of year $59,961
-
15 · Other assets
beginning of year $95,835 · end of year $2,824,046
-
17 · Accounts payable and accrued expenses
beginning of year $1,109,076 · end of year $1,467,231
-
19 · Deferred revenue
beginning of year $16,230
-
25 · Other liabilities
beginning of year $87,527 · end of year $2,804,147
-
27 · Net assets without donor restrictions
beginning of year $7,259,461 · end of year $9,729,981
-
28 · Net assets with donor restrictions
beginning of year $347,817 · end of year $306,163
Mission and programs · 2023
Mission
Dedicated to providing high quality residential and community services to individuals with developmental and other disabilities in Mecklenburg and surrounding counties.
-
Community Outreach/Innovations: This program is designed to provide quality care to children and adults who are more severely disabled and are at risk of becoming institutionalized. Person-centered one-on-one support is provided in a variety of locations including the individuals home, care providers home or community setting.
Expenses $13,156,327 · Revenue $16,019,210
-
Group Homes: Group Homes: InReach operates 18 group homes located throughout the city of Charlotte. Each home provides a home-like environment for three to six adults (aged 18 and up) with developmental disabilities. The staff in the home provides 24 hourcare. Each home is licensed by the State of North Carolina and 14 of the 18 homeswere built through funding from the Department of Housing and Urban Development.
Expenses $4,341,411 · Revenue $6,797,741
-
Other Services: Additional non-Innovations programs designed to provide quality care to children and adults who are severely disabled and are at risk of becoming institutionalized. Person-centered one-on-one support is provided in a variety of locations including the individuals home, care providers home and in community settings.
Expenses $3,141,341 · Revenue $3,161,530
As filed on the 2023 return.
Listed in Part VII
-
Lori Gougeon
President & CEO
- Total calculated
- $245,038
- From this org
- $224,597
- From related orgs
- $0
- Other
- $20,441
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $190,872
- Bonus
- $33,725
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $20,441
- Filer's total
- $245,038
-
Deanna Dycus
- Total calculated
- $144,821
- From this org
- $135,970
- From related orgs
- $0
- Other
- $8,851
- Hours/week
- 50
-
Debbie Shiflett
- Total calculated
- $115,694
- From this org
- $115,694
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
-
Chris Brigman
- Total calculated
- $107,482
- From this org
- $101,989
- From related orgs
- $0
- Other
- $5,493
- Hours/week
- 50
-
Adriana Field
- Total calculated
- $106,973
- From this org
- $90,957
- From related orgs
- $0
- Other
- $16,016
- Hours/week
- 50
-
Austin Flynn
Director
- Total calculated
- $0
- Hours/week
- 1
-
Sandra DuPuy
Chairman
- Total calculated
- $0
- Hours/week
- 2
-
Rob Ponton
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Doug Knowlton
Director
- Total calculated
- $0
- Hours/week
- 1
-
Cameron Montgomery
Director
- Total calculated
- $0
- Hours/week
- 1
-
Justin Elliott
Director
- Total calculated
- $0
- Hours/week
- 1
-
Dennis Knasel
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jodie Anderson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Darren Bing
Director
- Total calculated
- $0
- Hours/week
- 1
-
Caitlin Horne
Vice Chair
- Total calculated
- $0
- Hours/week
- 2
-
Bruce Downing
Director
- Total calculated
- $0
- Hours/week
- 1
-
David Huff
Director
- Total calculated
- $0
- Hours/week
- 1
-
John Kirkland
Director
- Total calculated
- $0
- Hours/week
- 1
-
Adrienne Williams
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kelly Hickman
Director
- Total calculated
- $0
- Hours/week
- 1
-
William Bockenek
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Mallen Bruggeman
Director
- Total calculated
- $0
- Hours/week
- 1
-
Raj Pragasam
Director
- Total calculated
- $0
- Hours/week
- 1
-
Gregory Proctor
Director
- Total calculated
- $0
- Hours/week
- 1
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
None.
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
No itemized grants to organizations on this return.
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.
-
501(c)(3) · Independent housing for developmentally disabled adults · NC
Directly controlled by InReach
-
Mecklenburg Hud Group Homes #1 Inc
501(c)(3) · Group Housing for developmentally disabled adults · NC
Directly controlled by InReach
-
501(c)(3) · Independent housing for developmentally disabled adults · NC
Directly controlled by InReach
-
RSS Independent Living Apartments #1
501(c)(3) · Independent housing for developmentally disabled adults · NC
Directly controlled by InReach
-
501(c)(3) · Group Housing for developmentally disabled adults · NC
Directly controlled by InReach
-
501(c)(3) · Group Housing for developmentally disabled adults · NC
Directly controlled by InReach
-
501(c)(3) · Group Housing for developmentally disabled adults · NC
Directly controlled by InReach
-
Mecklenburg Group Home 2 Inc
501(c)(3) · Group Housing for developmentally disabled adults · NC
Directly controlled by InReach
-
Mecklenburg Hud Group Home 3 Inc
501(c)(3) · Group Housing for developmentally disabled adults · NC
Directly controlled by InReach
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531359349302513
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