Totals
- Total revenue
- $50,533,617
- Total expenses
- $56,435,950
- Contributions and grants received
- $42,983,989
- Grants paid
- $29,821,842
- Program service revenue
- $2,874,764
- Investment income
- $344,460
- Other revenue
- $4,330,404
- Total assets, end of year
- $98,096,128
- Total liabilities, end of year
- $16,034,152
- Net assets or fund balances, end of year
- $82,061,976
- Program services expenses (Part IX)
- $45,688,031
- Management and general expenses
- $10,747,919
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $45,688,031
Program services were 81.0% 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)
$39,150,051
-
1f · All other contributions, gifts and grants
$3,833,938
-
2a · Program service revenue: MORTGAGE PROGRAM
total $1,562,148 · related or exempt $1,562,148
-
2b · Program service revenue: RENTAL PROGRAM
total $787,758 · related or exempt $787,758
-
2c · Program service revenue: SALES TAX REFUND
total $302,704 · related or exempt $302,704
-
2d · Program service revenue: POW WOW
total $139,882 · related or exempt $139,882
-
2e · Program service revenue: RENTAL INCOME INTERCOMPANY
total $62,631 · related or exempt $62,631
-
2f · All other program service revenue
total $19,641 · related or exempt $19,641
-
3 · Investment income
total $337,603 · excluded $337,603
-
7a · Gross sales of assets other than inventory
securities $6,857
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $6,857
-
7d · Net gain or loss
total $6,857 · related or exempt $6,857
-
11a · Other revenue: MISC. REVENUE-RELATED-990
total $4,330,404 · related or exempt $4,330,404
-
11e · Other revenue, total
$4,330,404
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $9,980 · program services $9,980
-
2 · Grants to domestic individuals
total $29,811,862 · program services $29,811,862
-
7 · Other salaries and wages
total $8,660,632 · program services $6,208,808 · management and general $2,451,824
-
8 · Pension plan contributions
total $396,678 · program services $301,991 · management and general $94,687
-
9 · Other employee benefits
total $1,588,400 · program services $1,234,505 · management and general $353,895
-
10 · Payroll taxes
total $930,949 · program services $697,654 · management and general $233,295
-
11b · Fees: legal
total $1,480 · program services $131 · management and general $1,349
-
11c · Fees: accounting
total $79,070 · program services $6,539 · management and general $72,531
-
11g · Fees: other
total $3,553,205 · program services $439,531 · management and general $3,113,674
-
12 · Advertising and promotion
total $232,937 · program services $80,154 · management and general $152,783
-
13 · Office expenses
total $599,513 · program services $230,573 · management and general $368,940
-
14 · Information technology
total $736,229 · program services $66,998 · management and general $669,231
-
16 · Occupancy
total $358,186 · program services $171,499 · management and general $186,687
-
17 · Travel
total $552,766 · program services $279,093 · management and general $273,673
-
20 · Interest
total $306,633 · management and general $306,633
-
22 · Depreciation, depletion and amortization
total $1,922,336 · management and general $1,922,336
-
23 · Insurance
total $601,554 · program services $342,825 · management and general $258,729
-
24a · Other expenses: MAINTENANCE AND DEVELOP
total $2,163,523 · program services $2,163,523
-
24b · Other expenses: REPAIRS AND MAINTENANCE
total $2,162,402 · program services $2,162,402
-
24c · Other expenses: AUTO EXPENSE
total $647,740 · program services $518,192 · management and general $129,548
-
24d · Other expenses: PROGRAM SUPPLIES
total $216,752 · program services $216,752
-
24e · All other expenses
total $903,123 · program services $745,019 · management and general $158,104
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $21,253,725 · end of year $8,314,926
-
3 · Pledges and grants receivable
beginning of year $13,743,785 · end of year $1,003,188
-
4 · Accounts receivable
beginning of year $24,263,585 · end of year $25,638,658
-
10a · Land, buildings and equipment: cost or other basis
$79,041,034
-
10b · Land, buildings and equipment: accumulated depreciation
$16,137,176
-
10c · Land, buildings and equipment, net
beginning of year $54,908,596 · end of year $62,903,858
-
15 · Other assets
beginning of year $152,485 · end of year $235,498
-
17 · Accounts payable and accrued expenses
beginning of year $22,028,209 · end of year $7,064,010
-
23 · Secured mortgages and notes payable
beginning of year $4,329,658 · end of year $8,970,142
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $87,964,309 · end of year $82,061,976
Mission and programs · 2022
Mission
PROVIDE SERVICES TO TRIBAL MEMBERS RELATING TO LOW-INCOME HOUSING ASSISTANCE, ENERGY ASSISTANCE, VOCATIONAL REHABILITATION, CULTURAL SERVICES, CAREER DEVELOPMENT, OPIOID ADDICTION/RECOVERY, AND VETERAN SERVICES.
Activities or mission (Part I)
SEE FORM 990, PAGE 2, PART III, LINE 1
-
HOUSING - THE LUMBEE TRIBAL HOUSING PROGRAM BEGAN IN OCTOBER 2001 TO PROVIDE LOW-INCOME TRIBAL MEMBERS WITH SAFE, SANITARY, AND DECENT HOUSING. THIS PROGRAM REHABILITATES EXISTING HOMES, REPLACES DILAPIDATED HOMES WITH MOBILE HOMES, RENTAL ASSISTANCE, DOWN PAYMENT ASSISTANCE ON THE PURCHASE OF A HOME, CONSTRUCTION OF A HOME, AND TEMPORARY HOUSING FOR DISPLACED ELIGIBLE MEMBERS. HOUSING CRIME PREVENTION SERVICES ARE PROVIDED THROUGH YOUTH SERVICES FOR SCHOOL-AGE CHILDREN BY ADDRESSING LEADERSHIP SKILLS, CULTURAL SERVICES, AND PATHWAYS TO ADULTHOOD WITH APPROXIMATELY 500 STUDENTS IN ATTENDANCE DAILY.
Expenses $16,695,202 · Grants $29,821,842 · Revenue $24,401,019
-
VOCATIONAL REHABILITATION - THE LUMBEE TRIBE PROVIDES SERVICES TO INDIVIDUALS WITH DISABILITIES TO GUIDE THEM IN THE DIRECTION OF GAINFUL EMPLOYMENT. THIS PROGRAM IS FUNDED BY THE DEPARTMENT OF EDUCATION. THESE SERVICES CAN BE IN THE FORM OF HEALTH SERVICES, EDUCATION, PROVIDING NECESSARY JOB TOOLS, AND ON-THE-JOB TRAINING.
Expenses $577,580 · Revenue $603,779
-
ENERGY ASSISTANCE - THE LUMBEE TRIBE HAS AN ENERGY PROGRAM THAT IS FUNDED BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES. THIS PROGRAM ADDRESSES THE HEATING AND COOLING NEEDS OF LOW-INCOME AMERICAN INDIAN HOUSEHOLDS. THIS PROGRAM SERVICES APPROXIMATELY 6,000 FAMILIES ANNUALLY.
Expenses $6,028,355 · Revenue $5,944,763
-
OTHER GENERAL AND ADMINISTRATIVE EXPENSES
Expenses $22,386,894
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
John LeweryJOHN LEWERY
CHAIRMAN
- Total calculated
- $8,400
- From this org
- $8,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Sharon HuntSHARON HUNT
SPEAKER
- Total calculated
- $8,400
- From this org
- $8,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Billy OxendineBILLY OXENDINE
TRIBAL COUNCIL
- Total calculated
- $8,400
- From this org
- $8,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Pam HuntPAM HUNT
TREASURER
- Total calculated
- $8,400
- From this org
- $8,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Nanci LocklearNANCI LOCKLEAR
TRIBAL COUNCIL
- Total calculated
- $8,225
- From this org
- $8,225
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Bobby EmmanuelBOBBY EMMANUEL
TRIBAL COUNCIL
- Total calculated
- $8,400
- From this org
- $8,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Rudy LocklearRUDY LOCKLEAR
TRIBAL COUNCIL
- Total calculated
- $8,050
- From this org
- $8,050
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Kathy HuntKATHY HUNT
TRIBAL COUNCIL
- Total calculated
- $7,700
- From this org
- $7,700
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Chocajuana OxendineCHOCAJUANA OXENDINE
TRIBAL COUNCIL
- Total calculated
- $7,700
- From this org
- $7,700
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Kristie HuntKRISTIE HUNT
TRIBAL COUNCIL
- Total calculated
- $7,525
- From this org
- $7,525
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Josephine DossJOSEPHINE DOSS
TRIBAL COUNCIL
- Total calculated
- $8,400
- From this org
- $8,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Wendy Moore-GrahamWENDY MOORE-GRAHAM
VICE CHAIRMAN
- Total calculated
- $8,400
- From this org
- $8,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Gerald GoolsbyGERALD GOOLSBY
TRIBAL COUNCIL
- Total calculated
- $8,400
- From this org
- $8,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Richard JonesRICHARD JONES
TRIBAL COUNCIL
- Total calculated
- $8,600
- From this org
- $8,600
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Annie TaylorANNIE TAYLOR
TRIBAL COUNCIL
- Total calculated
- $8,400
- From this org
- $8,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Carrington LocklearCARRINGTON LOCKLEAR
TRIBAL COUNCIL
- Total calculated
- $8,050
- From this org
- $8,050
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Dewey J McNeillDEWEY J MCNEILL
TRIBAL COUNCIL
- Total calculated
- $8,400
- From this org
- $8,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Alex BakerALEX BAKER
TRIBAL COUNCIL
- Total calculated
- $7,350
- From this org
- $7,350
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Jody BullardJODY BULLARD
TRIBAL COUNCIL
- Total calculated
- $8,400
- From this org
- $8,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Harold SmithHAROLD SMITH
TRIBAL COUNCIL
- Total calculated
- $8,400
- From this org
- $8,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Yvonne Barnes DialYVONNE BARNES DIAL
TRIBAL COUNCIL
- Total calculated
- $8,400
- From this org
- $8,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Homer FieldsHOMER FIELDS
TRIBAL COUNCIL
- Total calculated
- $8,400
- From this org
- $8,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Tammy MaynorTAMMY MAYNOR
DIRECTOR OF GOVERNMENT AFFAIRS
- Total calculated
- $155,394
- From this org
- $155,394
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,394
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $155,394
-
Danielle McLeanDANIELLE MCLEAN
LEGAL AND COMPLIANCE OFFIC
- Total calculated
- $155,726
- From this org
- $155,726
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,726
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $155,726
-
Sharon O BellSHARON O BELL
DIRECTOR OF FINANCE
- Total calculated
- $153,081
- From this org
- $153,081
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $153,081
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $153,081
-
Ricky HarrisRICKY HARRIS
ADMINISTRATOR
- Total calculated
- $172,856
- From this org
- $172,856
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $172,856
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $172,856
-
Anthony PeviaANTHONY PEVIA
DIRECTOR OF HOUSING DEVELOPMENT
- Total calculated
- $103,441
- From this org
- $103,441
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
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.
-
LUMBEE NATION TRIBAL PROGRAMS INC
501(C)(3) · PROVIDE ASSISTANCE TO LOW-INCOME LUMBEE · NC · controlled entity
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
LUMBEE DEVELOPMENT LLC
AFFORDABLE RENTAL HOUSING · NC
Directly controlled by LUMBEE LAND DEVELOPMENT INC
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
ARROWPOINT LLC
LOW-INCOME HOUSING · NC · 90% owned · general or managing partner
Directly controlled by LUMBEE LAND DEVELOPMENT
-
LUMBEE TRIBE ENTERPRISES LLC
CONTRACTING · NC
-
PEMBROKE SENIOR VILLAGE LLC
LOW-INCOME HOUSING · NC · 9% owned · general or managing partner
Directly controlled by LUMBEE LAND DEVELOPMENT
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
LUMBEE TRIBE HOLDINGS INC
C · HOLDING COMPANY · NC · 100% owned · controlled entity
Directly controlled by HOLDING COMPANY
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202432289349302293
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