Form 990 for tax year 2023
Filed by CAROLINA SMALL BUSINESS DEVELOPMENT FUND.
Totals
- Total revenue
- $7,993,989
- Total expenses
- $6,939,273
- Contributions and grants received
- $5,822,109
- Grants paid
- $24,908
- Program service revenue
- $2,059,446
- Investment income
- $151,673
- Other revenue
- -$39,239
- Total assets, end of year
- $36,552,890
- Total liabilities, end of year
- $19,888,458
- Net assets or fund balances, end of year
- $16,664,432
- Program services expenses (Part IX)
- $5,571,807
- Management and general expenses
- $1,367,466
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $5,571,807
Program services were 80.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
KEVIN DICK
PRESIDENT &
- Total calculated
- $233,501
- From this org
- $212,031
- From related orgs
- $0
- Other
- $21,470
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $185,031
- Bonus
- $27,000
- Other
- not reported
- Deferred
- $10,575
- Nontaxable benefits
- $10,895
- Filer's total
- $233,501
-
MARK ROYSTER
CHIEF CREDIT
- Total calculated
- $153,335
- From this org
- $135,782
- From related orgs
- $0
- Other
- $17,553
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $135,782
- Bonus
- not reported
- Other
- not reported
- Deferred
- $6,857
- Nontaxable benefits
- $10,696
- Filer's total
- $153,335
-
JOHN SABISTON
CFO
- Total calculated
- $142,014
- From this org
- $124,412
- From related orgs
- $0
- Other
- $17,602
- Hours/week
- 40
-
LORI DIAZ
VP BUSINESS
- Total calculated
- $130,049
- From this org
- $113,982
- From related orgs
- $0
- Other
- $16,067
- Hours/week
- 40
-
BRENT ALLISON
LOAN PORTFOL
- Total calculated
- $109,383
- From this org
- $103,323
- From related orgs
- $0
- Other
- $6,060
- Hours/week
- 40
-
REGINOLD JONES
BUSINESS SOL
- Total calculated
- $109,383
- From this org
- $103,323
- From related orgs
- $0
- Other
- $6,060
- Hours/week
- 40
-
MERYL OLSON
CFO
- Total calculated
- $96,404
- From this org
- $96,404
- From related orgs
- $0
- Other
- $0
-
TED ARCHER
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
RODRICK BANKS
ASSIT BOARD
- Total calculated
- $0
- Hours/week
- 1
-
RAYMOND CHINN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
STEPHEN DILLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MERRILL FLOOD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DR JOSEPH FOX
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LARRY GARCIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
HUNTLEY GARRIOTT
CHAIR/FORMER
- Total calculated
- $0
- Hours/week
- 1
-
ROBYN LAKE HAMILTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN HEDGES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JEFF MARSHALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SEDRICK MCCALLUM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TIFFANY HALL MCNEIL
BOARD SECRET
- Total calculated
- $0
- Hours/week
- 1
-
LESLIE PERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
FRANK POLLOCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BOBBY ROBINSON
BOARD VICE C
- Total calculated
- $0
- Hours/week
- 1
-
PILAR ROCHA-GOLDBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
AARON THOMAS
BOARD ASST S
- 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.
-
501C3 · INACTIVE · NC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 May 2014
- IRS schema version
- 2023v6.0
- Source object
- 202521349349309697
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