Totals
- Total revenue
- $1,060,243
- Total expenses
- $1,028,981
- Contributions and grants received
- $617,939
- Grants paid
- $14,000
- Program service revenue
- $326,832
- Investment income
- $34,100
- Other revenue
- $81,372
- Total assets, end of year
- $948,312
- Total liabilities, end of year
- $412,119
- Net assets or fund balances, end of year
- $536,193
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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.
-
1b · Membership dues
$617,939
-
2a · Program service revenue: CONFERENCES/SEMINARS
total $264,102 · related or exempt $264,102
-
2b · Program service revenue: ADMINISTRATIVE FEES
total $47,730 · related or exempt $47,730
-
2c · Program service revenue: MEMBER DIRECTORY
total $15,000 · related or exempt $15,000
-
3 · Investment income
total $14,572 · excluded $14,572
-
5 · Royalties
total $81,372 · excluded $81,372
-
7a · Gross sales of assets other than inventory
securities $393,299
-
7b · Less cost or other basis and sales expenses
securities $373,771
-
7c · Gain or loss
securities $19,528
-
7d · Net gain or loss
total $19,528 · excluded $19,528
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $14,000
-
5 · Compensation of officers, directors and key employees
total $263,287
-
7 · Other salaries and wages
total $187,842
-
8 · Pension plan contributions
total $10,921
-
9 · Other employee benefits
total $23,508
-
10 · Payroll taxes
total $27,033
-
11b · Fees: legal
total $44,274
-
11c · Fees: accounting
total $33,945
-
11d · Fees: lobbying
total $36,511
-
11f · Fees: investment management
total $3,875
-
11g · Fees: other
total $53,265
-
13 · Office expenses
total $24,859
-
14 · Information technology
total $19,793
-
16 · Occupancy
total $991
-
17 · Travel
total $27,272
-
19 · Conferences, conventions and meetings
total $250,062
-
22 · Depreciation, depletion and amortization
total $1,023
-
23 · Insurance
total $2,446
-
24a · Other expenses: DUES AND MEMBERSHIPS
total $4,074
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $312,952 · end of year $307,858
-
2 · Savings and temporary cash investments
beginning of year $251,921 · end of year $191,526
-
4 · Accounts receivable
beginning of year $17,747 · end of year $20,000
-
9 · Prepaid expenses and deferred charges
beginning of year $3,965 · end of year $8,375
-
10a · Land, buildings and equipment: cost or other basis
$5,113
-
10b · Land, buildings and equipment: accumulated depreciation
$1,108
-
10c · Land, buildings and equipment, net
beginning of year $5,028 · end of year $4,005
-
11 · Investments: publicly traded securities
beginning of year $346,290 · end of year $390,298
-
12 · Investments: other securities
beginning of year $26,250 · end of year $26,250
-
15 · Other assets
beginning of year $522 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $49,976 · end of year $95,814
-
19 · Deferred revenue
beginning of year $263,549 · end of year $219,880
-
25 · Other liabilities
beginning of year $160,050 · end of year $96,425
-
27 · Net assets without donor restrictions
beginning of year $491,100 · end of year $536,193
Mission and programs · 2023
Mission
THROUGH ADVOCACY, EDUCATION, INNOVATION AND COLLABORATION, THE ASSOCIATION PROVIDES EXPANDED POSSIBILITIES FOR AGING, VALUE TO ITS MEMBERS, AND LEADERSHIP TO THE FIELD OF AGING.
-
THE ORGANIZATION SERVES ITS MEMBERS WHO ARE ALL SENIOR LIVING COMMUNITIES. THE ORGANIZATION ENHANCES ITS MEMBER FACILITIES' ABILITIES TO BETTER SERVE THE FACILITY RESIDENTS, REPRESENTS AND PROMOTES THE COMMON INTEREST OF ITS FACILITY MEMBERS, AND PROVIDES ONGOING EDUCATIONAL OPPORTUNITIES AND ADVOCACY FOR ITS MEMBERS.
As filed on the 2023 return.
Listed in Part VII
-
Kevin ParriesKEVIN PARRIES
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Anita HoltANITA HOLT
CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan EricksonJONATHAN ERICKSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Pam FoxPAM FOX
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Lee SyriaLEE SYRIA
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Andrew ApplegateANDREW APPLEGATE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeannette BreckenridgeJEANNETTE BRECKENRIDGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Vonda HollingsworthVONDA HOLLINGSWORTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Milton McGowianMILTON MCGOWIAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kevin SchwabKEVIN SCHWAB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Reed VandersilkREED VANDERSILK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tim WebsterTIM WEBSTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ben CornthwaiteBEN CORNTHWAITE
DIRECTOR (UNTIL 05/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Chip CromartieCHIP CROMARTIE
DIRECTOR (UNTIL 05/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Teresa StephensTERESA STEPHENS
DIRECTOR (UNTIL 05/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Tom AkinsTOM AKINS
PRESIDENT & CEO
- Total calculated
- $263,287
- From this org
- $226,318
- From related orgs
- $0
- Other
- $36,969
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $220,318
- Bonus
- $0
- Other
- $6,000
- Deferred
- $13,579
- Nontaxable benefits
- $23,390
- Filer's total
- $263,287
-
Leslie RoseboroLESLIE ROSEBORO
VICE PRESIDENT
- Total calculated
- $150,163
- From this org
- $129,996
- From related orgs
- $0
- Other
- $20,167
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $121,746
- Bonus
- $8,250
- Other
- $0
- Deferred
- $7,815
- Nontaxable benefits
- $12,352
- Filer's total
- $150,163
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 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
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
-
GENERAL OPERATIONS
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.
-
THE NORTH CAROLINA HOMES FOR THE AGING FOUNDATION INC
501(C)(3) · EDUCATION AND RESEARCH · NC · controlled entity
Directly controlled by LEADINGAGE NORTH CAROLINA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202401349349306150
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