LAKE NORMAN HUMANE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LAKE NORMAN HUMANE INC (EIN 86-1160840)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-27
- IRS object ID
- 202432409349300528
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-27T13:07:03-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561220683 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POTTER & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5564 | AddressLine1Txt |
| City | MOORESVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861160840 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKE NORMAN HUMANE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAKE | BusinessNameControlTxt |
| Phone | 7046333330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3937 | AddressLine1Txt |
| City | MOORESVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA HAUGHTON ROBERSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7046633330 | PhoneNum |
| Signature | 2024-08-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT W TAYLOR CPA | PreparerPersonNm |
| PTIN | P00030911 | PTIN |
| Phone | 7046623146 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARIA HAUGHTON ROBERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3937 | AddressLine1Txt |
| City | MOORESVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $861,229 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAKENORMANHUMANE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO RESCUE, REHABILITATE AND REHOME HOMELESS PETS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 160 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $553,830 | PYContributionsGrantsAmt |
| CY Contributions Grants | $275,497 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $216,126 | CYProgramServiceRevenueAmt |
| PY Investment Income | $817 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,121 | CYInvestmentIncomeAmt |
| PY Other Revenue | $269,975 | PYOtherRevenueAmt |
| CY Other Revenue | $368,485 | CYOtherRevenueAmt |
| PY Total Revenue | $824,622 | PYTotalRevenueAmt |
| CY Total Revenue | $861,229 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $368,141 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $444,958 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $45,588 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $371,799 | PYOtherExpensesAmt |
| CY Other Expenses | $427,239 | CYOtherExpensesAmt |
| PY Total Expenses | $739,940 | PYTotalExpensesAmt |
| CY Total Expenses | $872,197 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $84,682 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$10,968 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,307,557 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,262,510 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $730,058 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $695,716 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,577,499 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,566,794 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO RESCUE, REHABILITATE AND REHOME HOMELESS PETS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $636,803 | ExpenseAmt |
| Revenue | $216,126 | RevenueAmt |
| Desc | RESPONSIBLE PET OWNERSHIP, SPAY/NEUTER SERVICES,ADOPTION OF HOMELESS PETS | Desc |
| Total Program Service Expenses | $636,803 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 22 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIA HAUGHTON ROBERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7046633330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2106 CHARLOTTE HWY | AddressLine1Txt |
| City | MOORESVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOSH TUCKER | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEVIN DONALDSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JONATHAN ZULMAN | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARIA ROBERSON | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREG CRISTINA BIFFLE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANNA TSUMAS GORDON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFERY CARBONE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLINE CARRICK | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WENDY WYMAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LISA ODEN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $275,497 | AllOtherContributionsAmt |
| Noncash Contributions | $6,603 | NoncashContributionsAmt |
| Total Contributions | $275,497 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PET ADOPTION & PET SER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $216,126 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $216,126 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $216,126 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,121 | TotalRevenueColumnAmt |
| Exclusion | $1,121 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $368,485 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $368,485 | TotalRevenueColumnAmt |
| Exclusion | $368,485 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $861,229 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $216,126 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $369,606 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $407,673 | TotalAmt |
| Program Services | $317,985 | ProgramServicesAmt |
| Management And General | $89,688 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,285 | TotalAmt |
| Program Services | $29,082 | ProgramServicesAmt |
| Management And General | $8,203 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,052 | TotalAmt |
| Program Services | $405 | ProgramServicesAmt |
| Management And General | $3,647 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426 | TotalAmt |
| Program Services | $426 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,758 | TotalAmt |
| Program Services | $7,423 | ProgramServicesAmt |
| Management And General | $3,335 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,039 | TotalAmt |
| Program Services | $4,831 | ProgramServicesAmt |
| Management And General | $1,208 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,568 | TotalAmt |
| Program Services | $557 | ProgramServicesAmt |
| Management And General | $5,011 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,026 | TotalAmt |
| Program Services | $18,420 | ProgramServicesAmt |
| Management And General | $4,606 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,962 | TotalAmt |
| Program Services | $5,962 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,559 | TotalAmt |
| Program Services | $28,559 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,631 | TotalAmt |
| Program Services | $57,016 | ProgramServicesAmt |
| Management And General | $25,615 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,267 | TotalAmt |
| Program Services | $17,434 | ProgramServicesAmt |
| Management And General | $7,833 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ANIMAL CARE AND EXPENSE | $130,740 | $130,740 | $0 | $0 |
| FUNDRAISING EXPENSES | $45,588 | $0 | $0 | $45,588 |
| REPAIRS & MAINTENANCE | $25,408 | $0 | $25,408 | $0 |
| MATERIAL AND SUPPLIES | $15,907 | $10,976 | $4,931 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,308 | TotalAmt |
| Program Services | $6,987 | ProgramServicesAmt |
| Management And General | $10,321 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $872,197 | TotalAmt |
| Program Services | $636,803 | ProgramServicesAmt |
| Management And General | $189,806 | ManagementAndGeneralAmt |
| Fundraising | $45,588 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,186 | BOYAmt |
| EOY | $235,078 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,104 | BOYAmt |
| EOY | $5,280 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,167 | BOYAmt |
| EOY | $10,527 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,429,178 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $417,553 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,049,996 | BOYAmt |
| EOY | $3,011,625 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,104 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,307,557 | BOYAmt |
| EOY | $3,262,510 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $726,770 | BOYAmt |
| EOY | $695,107 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,288 | BOYAmt |
| EOY | $609 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $730,058 | BOYAmt |
| EOY | $695,716 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,577,499 | BOYAmt |
| EOY | $2,566,794 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,577,499 | BOYAmt |
| EOY | $2,566,794 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,307,557 | BOYAmt |
| EOY | $3,262,510 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$10,968 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $263 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $839,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $652,583 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $811,453 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $533,830 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $216,126 | CurrentTaxYearAmt |
| Total | $3,053,531 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $30,685 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,529 | CurrentTaxYearMinus2YearsAmt |
| Total | $74,214 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $839,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $683,268 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $854,982 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $533,830 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $216,126 | CurrentTaxYearAmt |
| Total | $3,127,745 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,127,745 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,585 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $344 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,121 | CurrentTaxYearAmt |
| Total | $27,974 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,155,719 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $894,360 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99110 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99190 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $327,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $327,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,073,321 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $395,903 | DepreciationAmt |
| Book Value | $2,677,418 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $27,117 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $19,910 | DepreciationAmt |
| Book Value | $7,207 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,740 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,740 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,011,625 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CREDIT CARD PAYABLE | $378 |
| SALES TAX PAYABLE | $231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $609 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | NIGHT FOR PAWS | Event1Nm |
| Gross Receipts Event1 | $313,208 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $313,208 | GrossRevenueEvent1Amt |
| Event2 | DUELING PIANOS | Event2Nm |
| Gross Receipts Event2 | $27,429 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $27,429 | GrossRevenueEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $27,848 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $27,848 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $368,485 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $368,485 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $368,485 | NetIncomeSummaryAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|
| JEFF CARBONE GREG CRISTINA BIFFL | ||
| INDIVIDUALS ARE ALL BOARD MEMBERS | JEFF CARBONE, GREG & CRISTINA BIFFLE, AND JOSH TUCKER USED KEVIN DONALDSON AS AN ATTORNEY IN 2023.A NOTE TO THAT IS THAT KEVIN RARELY COMES TO MEETINGS AND DOESN'T VOTE. | 0 |
| JEFF CARBONE | ||
| JEFF CARBONE IS A BOARD MEMBER | JEFF CARBONE WORKS FOR CORNERSTONE WEALTH ADVISORS. THEY HANDLE ALL INCOMING STOCK TRANSACTIONS FOR THE ORGANIZATION AND DO NOT CHARGE FOR THEIR SERVICES. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DETAIL OF RELATED PARTY ACTIVITY IS PROVIDED IN SCH L |
| FORM 990, PART VI, SECTION B, LINE 11B | DRAFT OF PREPARED 990 RETURN EMAILED TO ALL BOARD MEMBERS FOR REVIEW AND APPROVAL PRIOR TO FILING |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE ASKED ABOUT ANY CONFLICTS OF INTEREST WHEN THEY JOIN THE BOARD |
| FORM 990, PART VI, SECTION B, LINE 15A | EXECUTIVE DIRECTOR'S SALARY WAS NEGOTIATED BY BOARD OF DIRECTORS WITH A MAXIMUM SALARY SET BY THE BOARD.ALL RAISES ARE APPROVED BY BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC REVIEW AT ORGANIZATION OFFICES UPON REQUEST. ORGANIZATIONAL DOCUMENTS ARE AVAILABLE AT HTTP://WWW.SECRETARY.STATE.NC.US |
| FORM 990, PART XII, LINE 2C | ORGANIZATION IS HAVING REVIEWED FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2023. THEY HAD NOT PREVIOUSLY HAD REVIEWED OR COMPILED FINANCIAL STATEMENTS. |
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