CIVITAS INSTITUTE INC: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CIVITAS INSTITUTE INC (EIN 20-2454741)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-03-14
- IRS object ID
- 202300739349201525
- Schema version
- 2021v4.0
- 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 | 2023-03-14T15:48:47-04:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 562119415 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLINGSWORTH AVENT AVERRE & PURVIS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W MILLBROOK RD | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276094306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202454741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIVITAS INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CIVI | BusinessNameControlTxt |
| Phone | 9198342099 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 SIX FORKS ROAD 220 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD BRYSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9198342099 | PhoneNum |
| Signature | 2023-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DONALD | PersonFirstNm |
| Person Last | BRYSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TINA R PURVIS CPA | PreparerPersonNm |
| PTIN | P00279881 | PTIN |
| Phone | 9198484100 | PhoneNum |
| Preparation | 2023-03-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | NCCIVITAS.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $7,455 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $7,455 | ContributionsGiftsGrantsEtcAmt |
| Total Revenue | $7,455 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $13,000 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $16,168 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $5,250 | OtherExpensesTotalAmt |
| Total Expenses | $34,418 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$26,963 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $53,084 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,121 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,504 | BOYAmt |
| EOY | $26,121 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,080 | BOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,584 | BOYAmt |
| EOY | $26,121 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,500 | BOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,084 | BOYAmt |
| EOY | $26,121 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | CIVITAS INSTITUTE IS A RESEARCH AND PUBLIC POLICY ORGANIZATION DEDICATED TO PROVIDING CONSERVATIVE SOLUTIONS FOR NORTH CAROLINA'S PRESSING ISSUES. THE INSTITUTE CARRIES OUT ITS MISSION BY CONDUCTING SOUND RESEARCH AND ANALYSIS OF PUBLIC POLICY, LEGISLATIVE, AND SOCIAL ISSUES; CONDUCTING REGULAR POLLING; AND COMMUNICATIONG WITH THE PUBLIC AND ELECTED OFFICIALS THROUGH THE NEWS MEDIA, CIVITAS WEBSITE, SOCIAL NETWORKS, NEWSPAPER AND OTHER PUBLICATIONS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | CIVITAS INSTITUTE IS A RESEARCH AND PUBLIC POLICY ORGANIZATION DEDICATED TO PROVIDING CONSERVATIVE SOLUTIONS FOR NORTH CAROLINA'S PRESSING ISSUES. THE INSTITUTE CARRIES OUT ITS MISSION BY CONDUCTING SOUND RESEARCH AND ANALYSIS OF PUBLIC POLICY, LEGISLATIVE, AND SOCIAL ISSUES; CONDUCTING REGULAR POLLING; AND COMMUNICATIONG WITH THE PUBLIC AND ELECTED OFFICIALS THROUGH THE NEWS MEDIA, CIVITAS WEBSITE, SOCIAL NETWORKS, NEWSPAPER AND OTHER PUBLICATIONS. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $13,000 | GrantsAndAllocationsAmt |
| Program Service Expenses | $18,250 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $18,250 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| DONALD BRYSON | ||
| PRESIDENT | 000.00 | $0 |
| BRIAN BALFOUR | ||
| SECRETARY | 000.00 | $0 |
| JAMES ANTHONY | ||
| BOARD MEMBER | 000.00 | $0 |
| JULIE EMMONS | ||
| BOARD MEMBER | 000.00 | $0 |
| PAUL STAM | ||
| BOARD MEMBER | 000.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD BRYSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 SIX FORKS ROAD 220 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9198342099 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
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 | $1,614,570 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,313,999 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,971,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $159,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,455 | CurrentTaxYearAmt |
| Total | $5,067,295 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,614,570 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,313,999 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,971,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $159,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,455 | CurrentTaxYearAmt |
| Total | $5,067,295 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,941,225 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,126,070 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,414 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $562 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25 | CurrentTaxYearMinus1YearAmt |
| Total | $2,091 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $100,083 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,720 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,832 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,736 | CurrentTaxYearMinus1YearAmt |
| Total | $169,371 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,238,757 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $69,288 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.21490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.25560 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | SEE ATTACHED MEMO. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 10 | 169,371 |
| PART II, LINE 17A | SEE ATTACHED MEMO. |
| PART II, LINE 17B | SEE ATTACHED MEMO. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | NAME: THE JOHN LOCKE FOUNDATION ADDRESS: 4800 SIX FORKS ROAD 220 RALEIGH, NC 27609 CASH CONTRIBUTION: 13,000 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES 4,023 1,227 TOTAL 5,250 |
| FORM 990-EZ, PART II, LINE 24 | PREPAID EXPENSES AND DEFERRED CHARGES 14,080 0 OFFICE FURN AND EQUIP 11,100 11,100 LESS ACCUMULATED DEPRECIATION 11,100 11,100 51,750 51,750 LESS ACCUMULATED AMORTIZATION 51,750 51,750 TOTAL 14,080 0 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,500 0 |
| FORM 990-EZ, PART III | CIVITAS INSTITUTE IS A RESEARCH AND PUBLIC POLICY ORGANIZATION DEDICATED TO PROVIDING CONSERVATIVE SOLUTIONS FOR NORTH CAROLINA'S PRESSING ISSUES. THE INSTITUTE CARRIES OUT ITS MISSION BY CONDUCTING SOUND RESEARCH AND ANALYSIS OF PUBLIC POLICY, LEGISLATIVE, AND SOCIAL ISSUES; CONDUCTING REGULAR POLLING; AND COMMUNICATIONG WITH THE PUBLIC AND ELECTED OFFICIALS THROUGH THE NEWS MEDIA, CIVITAS WEBSITE, SOCIAL NETWORKS, NEWSPAPER AND OTHER PUBLICATIONS. |
| FORM 990-EZ, PART III, LINE 28 | CIVITAS INSTITUTE IS A RESEARCH AND PUBLIC POLICY ORGANIZATION DEDICATED TO PROVIDING CONSERVATIVE SOLUTIONS FOR NORTH CAROLINA'S PRESSING ISSUES. THE INSTITUTE CARRIES OUT ITS MISSION BY CONDUCTING SOUND RESEARCH AND ANALYSIS OF PUBLIC POLICY, LEGISLATIVE, AND SOCIAL ISSUES; CONDUCTING REGULAR POLLING; AND COMMUNICATIONG WITH THE PUBLIC AND ELECTED OFFICIALS THROUGH THE NEWS MEDIA, CIVITAS WEBSITE, SOCIAL NETWORKS, NEWSPAPER AND OTHER PUBLICATIONS. |
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