Skip to content
Nonprofiteer
← THE SURPLUS LINES ASSOCIATION OF NORTH CAROLINA

Form 990 for tax year 2022

Filed by THE SURPLUS LINES ASSOCIATION OF NORTH CAROLINA.

Totals

Total revenue
$6,548,544
Total expenses
$1,217,611
Contributions and grants received
$0
Grants paid
$358,613
Program service revenue
$6,491,571
Investment income
$56,960
Other revenue
$13
Total assets, end of year
$18,118,548
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$18,118,548
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$1,046,166

Listed in Part VII

  • KATHY MCVANEY

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • REBECA FREEMAN

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • ROSS GRAVELY

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • ANELLA NIEWENHOUS

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • SCOTT BANKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GEOFFREY CRATER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GEOFF ALLEN

    CHIEF OPERATING OFFICER

    Total calculated
    $166,616
    From this org
    $166,616
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,616
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $166,616

  • ADAM PIERCE

    CHAIRMAN - PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • DAVID LIGGETT

    GENERAL COUNSEL

    Total calculated
    $0
    Hours/week
    1

  • STEVE ALLEN

    EXECUTIVE DIRECTOR

    Total calculated
    $170,775
    From this org
    $170,775
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,775
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $170,775

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

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

  • NORTH CAROLINA FIREFIGHTERS FUND

    $250,000

    SPONSORSHIP AND SUPPORT

  • EAST CAROLINA UNIVERSITY

    $25,000

    RECRUITMENT VIDEO AND SPONSORSHIP

  • WSIA EDUCATION FOUNDATION

    $25,000

    PROGRAM AND SCHOLARSHIP SUPPORT

  • UNC CHARLOTTE

    $24,913

    SPONSORSHIP

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202303189349304385

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.