BENCHMARKS: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BENCHMARKS (EIN 56-1136423)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-12-16
IRS object ID
202203509349300235
Schema version
2021v4.2
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

FieldValueIRS element (for citing)
Return2022-12-16T14:40:15-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561750124PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BATCHELOR TILLERY & ROBERTS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13605 GLENWOOD AVENUE SUITE 350AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27612ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN561136423EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BENCHMARKSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBENCBusinessNameControlTxt
Phone9198281864PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12609 ATLANTIC AVENUE 105AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27604ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAREN MCLEODPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone9198281864PhoneNum
Signature2022-12-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKARENPersonFirstNm
Person LastMCLEODPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWM JAMES BLACK JRPreparerPersonNm
PTINP00175233PTIN
Phone9197878212PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKAREN MCLEODPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12609 ATLANTIC AVE SUITE 105AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27604ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,165,310GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BENCHMARKSNC.ORGWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1977FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionBENCHMARKS IS AN ALLLIANCE OF 85+ N.C. AGENCIES SUPPORTING CHILDREN, ADULTS, AND FAMILIES IN N.C. WHO NEED SUPPORT IN THE AREAS OF: MENTAL HEALTH, CHILD WELFARE, INTELLECTUAL/DEVELOPMENTAL DISABILITIES, AND SUBSTANCE ABUSE - SO THAT THESE CITIZENS CAN REALIZE THEIR FULL POTENTIAL, CONTRIBUTE TO THEIR COMMUNITIES, AND LIVE LIVES OF HOPE AND HEALTH. BENCHMARKS IS COMMITTED TO LEADERSHIP, QUALITY, AND ACCOUNTABILITY. BENCHMARKS PROVIDES AN ARRAY OF EDUCATION, COMMUNICATION, AND SUPPORT SERVICES TO MEMBER AGENCIES ACROSS NORTH CAROLINA, AND WORKS IN PARTNERSHIP WITH STATE AND LOCAL HUMAN SERVICES NETWORKS TO ACHIEVE THE BEST OUTCOMES FOR THE STATE'S MOST VULNERABLE CHILDREN, ADULTS, AND FAMILIES.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee14TotalEmployeeCnt
Total Volunteers14TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$951,969PYContributionsGrantsAmt
CY Contributions Grants$1,439,962CYContributionsGrantsAmt
PY Program Service Revenue$413,044PYProgramServiceRevenueAmt
CY Program Service Revenue$563,939CYProgramServiceRevenueAmt
PY Investment Income$7,992PYInvestmentIncomeAmt
CY Investment Income$17,537CYInvestmentIncomeAmt
PY Other Revenue$45,804PYOtherRevenueAmt
CY Other Revenue$54,423CYOtherRevenueAmt
PY Total Revenue$1,418,809PYTotalRevenueAmt
CY Total Revenue$2,075,861CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,082,468PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,080,632CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$17,161CYTotalFundraisingExpenseAmt
PY Other Expenses$561,525PYOtherExpensesAmt
CY Other Expenses$499,880CYOtherExpensesAmt
PY Total Expenses$1,643,993PYTotalExpensesAmt
CY Total Expenses$1,580,512CYTotalExpensesAmt
PY Revenues Less Expenses-$225,184PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$495,349CYRevenuesLessExpensesAmt
Total Assets BOY$1,038,509TotalAssetsBOYAmt
Total Assets EOY$1,552,105TotalAssetsEOYAmt
Total Liabilities BOY$304,774TotalLiabilitiesBOYAmt
Total Liabilities EOY$136,067TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$733,735NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,416,038NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionBENCHMARKS IS AN ALLIANCE OF NATIONALLY ACCREDITED AGENCIES COMMITTED TO PROVIDING QUALITY CARE, LEADERSHIP, AND ACCOUNTABILITY IN SERVICES TO CHILDREN, ADULTS, AND FAMILIES IN NORTH CAROLINA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,471,463ExpenseAmt
Revenue$624,734RevenueAmt
DescSEE STATEMENT ON SCHEDULE 0Desc
Total Program Service Expenses$1,471,463TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee14EmployeeCnt
Employment Tax Returns Filed0EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELLYN DUVALLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9198281864PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12609 ATLANTIC AVE SUITE 105AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27604ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
TARA LARSON
TRUSTEE1.00Yes (X)$0$0$0
BRIAN MANESS
TRUSTEE1.00Yes (X)$0$0$0
JOSEPH LEGGETT
TRUSTEE1.00Yes (X)$0$0$0
GARY BASS
TRUSTEE1.00Yes (X)$0$0$0
MIKE LANCASTER
TRUSTEE1.00Yes (X)$0$0$0
KEITH HENRY
TRUSTEE1.00Yes (X)$0$0$0
LUANNE WELCH
TRUSTEE1.00Yes (X)$0$0$0
MYRA GRIFFIE
CHAIR1.00$0$0$0Yes (X)
ASHLEY CONRAD
VICE-CHAIR1.00$0$0$0Yes (X)
ANNIE SMITH
IMMEDIATE PAST CHAIR1.00$0$0$0Yes (X)
CELESTE DOMINGUEZ
SECRETARY1.00$0$0$0Yes (X)
KAREN MCLEOD
PRESIDENT/CEO40.00$208,131$0$26,756Yes (X)
BROOK PHILLIPS
TREASURER1.00$0$0$0Yes (X)
TARA FIELDS
HIGHEST COMPENSATED EMPLOY40.00$123,988$0$23,279Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$332,119TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$50,035TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$516,221MembershipDuesAmt
All Other Contributions$923,741AllOtherContributionsAmt
Total Contributions$1,439,962TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FEES FOR SERVICES624100$488,515$488,515
ONLINE TRAINING611430$75,424$75,424
FieldValueIRS element (for citing)
Total Program Service Revenue$563,939TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,165TotalRevenueColumnAmt
Exclusion$11,165ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$95,821SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$89,449SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,372SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,372TotalRevenueColumnAmt
Related Or Exempt Func Income$6,372RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business611710BusinessCd
Total Revenue Column$54,423TotalRevenueColumnAmt
Related Or Exempt Func Income$54,423RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$54,423OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,075,861TotalRevenueColumnAmt
Related Or Exempt Func Income$624,734RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$11,165ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$208,131TotalAmt
Program Services$187,318ProgramServicesAmt
Management And General$10,406ManagementAndGeneralAmt
Fundraising$10,407FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$646,840TotalAmt
Program Services$597,434ProgramServicesAmt
Management And General$47,045ManagementAndGeneralAmt
Fundraising$2,361FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$60,556TotalAmt
Program Services$55,164ProgramServicesAmt
Management And General$4,412ManagementAndGeneralAmt
Fundraising$980FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$99,553TotalAmt
Program Services$90,041ProgramServicesAmt
Management And General$7,783ManagementAndGeneralAmt
Fundraising$1,729FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$65,552TotalAmt
Program Services$60,171ProgramServicesAmt
Management And General$4,403ManagementAndGeneralAmt
Fundraising$978FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,118TotalAmt
Management And General$9,118ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$36,000TotalAmt
Program Services$36,000ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,937TotalAmt
Management And General$3,937ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$131,167TotalAmt
Program Services$131,167ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,918TotalAmt
Program Services$1,707ProgramServicesAmt
Management And General$173ManagementAndGeneralAmt
Fundraising$38FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$18,950TotalAmt
Program Services$17,883ProgramServicesAmt
Management And General$873ManagementAndGeneralAmt
Fundraising$194FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$16,657TotalAmt
Program Services$15,326ProgramServicesAmt
Management And General$1,089ManagementAndGeneralAmt
Fundraising$242FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,759TotalAmt
Program Services$6,759ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$9,253TotalAmt
Program Services$7,339ProgramServicesAmt
Management And General$1,914ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$210TotalAmt
Management And General$210ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,355TotalAmt
Program Services$5,656ProgramServicesAmt
Management And General$572ManagementAndGeneralAmt
Fundraising$127FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONTRACT & FEE SERVICES$209,573$209,573
ONLINE TRAINING EXPENSE$30,471$30,471
MISCELLANEOUS EXPENSE$11,979$12,497-$518
EQUIPMENT MAINTENANCE$5,237$4,661$471$105

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,296TotalAmt
Program Services$2,296ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,580,512TotalAmt
Program Services$1,471,463ProgramServicesAmt
Management And General$91,888ManagementAndGeneralAmt
Fundraising$17,161FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$117,394BOYAmt
EOY$140,400EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$474,813BOYAmt
EOY$749,066EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$70,805BOYAmt
EOY$237,432EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,869BOYAmt
EOY$6,955EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$63,698LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$61,804LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,894EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$370,978BOYAmt
EOY$415,708EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$650BOYAmt
EOY$650EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,038,509BOYAmt
EOY$1,552,105EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$23,059BOYAmt
EOY$15,032EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$46,975BOYAmt
EOY$46,808EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$161,200BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$73,540BOYAmt
EOY$74,227EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$304,774BOYAmt
EOY$136,067EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$570,646BOYAmt
EOY$863,129EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$163,089BOYAmt
EOY$552,909EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$733,735BOYAmt
EOY$1,416,038EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,038,509BOYAmt
EOY$1,552,105EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$495,349ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$25,754NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$161,200OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$791,284CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$941,829CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,242,776CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$951,969CurrentTaxYearMinus1YearAmt
Current Tax Year$1,439,962CurrentTaxYearAmt
Total$5,367,820TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$791,284CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$941,829CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,242,776CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$951,969CurrentTaxYearMinus1YearAmt
Current Tax Year$1,439,962CurrentTaxYearAmt
Total$5,367,820TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,372,419SubstantialContributorsTotAmt
Public Support Total170$2,995,401PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,755CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,479CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,605CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,992CurrentTaxYearMinus1YearAmt
Current Tax Year$17,537CurrentTaxYearAmt
Total$60,368TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,003CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,078CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46,539CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,804CurrentTaxYearMinus1YearAmt
Current Tax Year$54,423CurrentTaxYearAmt
Total$222,847TotalAmt
FieldValueIRS element (for citing)
Total Support$5,651,035TotalSupportAmt
Gross Receipts Rltd Activities$2,695,670GrossReceiptsRltdActivitiesAmt
Public Support CY1700.53010PublicSupportCY170Pct
Public Support PY1700.58600PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$70,036FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$70,036FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,510,476FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,580,512FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$229,026FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$57,257FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$204,881CurrentYearMinus3Amt
Current Year Minus2$249,443CurrentYearMinus2Amt
Current Year Minus1$232,200CurrentYearMinus1Amt
Current Year$229,026CurrentYearAmt
Total$915,550TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$1,373,325LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus2$79,314CurrentYearMinus2Amt
Current Year Minus1$68,330CurrentYearMinus1Amt
Current Year$70,036CurrentYearAmt
Total$217,680TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$51,220CurrentYearMinus3Amt
Current Year Minus2$62,361CurrentYearMinus2Amt
Current Year Minus1$58,050CurrentYearMinus1Amt
Current Year$57,257CurrentYearAmt
Total$228,888TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$343,332GrassrootsCeilingAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-A, LINE 1BFormAndLineReferenceDesc
ExplanationBENCHMARKS DOES NOT PARTICIPATE IN ANY ACTIVITY IN SUPPORT OF OR OPPOSITION OF CANDIDATES FOR PUBLIC OFFICE. HOWEVER, BENCHMARKS DOES ADVOCATE ON PUBLIC POLICY MATTERS THAT AFFECT CHILDREN'S, ADULTS', AND FAMILIES' WELL-BEING. BENCHMARKS' PRESIDENT/CEO, ITS PROGRAM & POLICY SPECIALIST/COO, AND ITS GOVERNMENT CONSULTANT ARE REGISTERED LOBBYISTS.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,046BeginningYearBalanceAmt
Investment Earnings Or Losses$17InvestmentEarningsOrLossesAmt
Other Expenditures$13OtherExpendituresAmt
End Year Balance$18,050EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,041BeginningYearBalanceAmt
Investment Earnings Or Losses$22InvestmentEarningsOrLossesAmt
Other Expenditures$17OtherExpendituresAmt
End Year Balance$18,046EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,014BeginningYearBalanceAmt
Investment Earnings Or Losses$113InvestmentEarningsOrLossesAmt
Other Expenditures$86OtherExpendituresAmt
End Year Balance$18,041EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,995BeginningYearBalanceAmt
Investment Earnings Or Losses$19InvestmentEarningsOrLossesAmt
End Year Balance$18,014EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$39,719BeginningYearBalanceAmt
Investment Earnings Or Losses$19InvestmentEarningsOrLossesAmt
Other Expenditures$21,743OtherExpendituresAmt
End Year Balance$17,995EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.30750BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.69250PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$63,698OtherCostOrOtherBasisAmt
Depreciation$61,804DepreciationAmt
Book Value$1,894BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,894TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescMUTUAL FUNDSDesc
Book Value$415,708BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$415,708TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ACCRUED VACATION$73,860
ACCRUED PAYROLL TAXES$367
FieldValueIRS element (for citing)
Total Liability$74,227TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,262,815TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$25,754NetUnrealizedGainsInvstAmt
Other Revenue$161,200OtherRevenueAmt
Revenue Not Reported$186,954RevenueNotReportedAmt
Revenue Subtotal$2,075,861RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,075,861TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,580,512TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,580,512ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,580,512TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:PPP LOAN FORGIVENESS
PART V, LINE 4THE FUND WAS ESTABLISHED TO RECOGNIZE THE ENORMOUS CONTRIBUTIONS OF ROBERT A. MAYER TO THE BETTERMENT OF CHILDREN AND FAMILIES THROUGH TRAINING AND EDUCATION OPPORTUNITIES FOR ASSOCIATION MEMBERS AND THEIR STAFF.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonKAREN MCLEODPersonNm
TitlePRESIDENT/CEOTitleTxt
Base Compensation Filing Org$208,131BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$26,756NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$234,887TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE COMPENSATION PROVIDED TO THE PRESIDENT/CEO OF BENCHMARKS IS DETERMINED SOLELY BY THE BOARD OF TRUSTEES. ANNUALLY, THE CHAIRMAN OF THE BOARD OF TRUSTEES CONDUCTS AN EVALUATION OF THE PRESIDENT/CEO, INCLUDING CONSULTATION OF COMPARABILITY DATA, TO DETERMINE THE CEO'S COMPENSATION. CONTEMPORANEOUS RECORDS OF THEIR DECISIONS ARE MADE AND KEPT IN BENCHMARKS' PERSONNEL FILES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III - PROGRAM SERVICE, LINE 4ABENCHMARKS IS AN ALLIANCE OF 85+ MEMBER ORGANIZATIONS WHOSE MISSIONS, GENERALLY, ARE TO SUPPORT NORTH CAROLINA'S MOST VULNERABLE CHILDREN, ADULTS, AND FAMILIES, WHO EXPERIENCE NEGLECT, ABUSE, AND/OR REQUIRE TREATMENT FOR MENTAL HEALTH-RELATED DISORDERS, INTELLECTUAL/DEVELOPMENTAL DISABILITIES, OR SUBSTANCE ABUSE. THROUGH THE COLLECTIVE VOICE OF ITS MEMBERS, BENCHMARKS AGAIN THIS YEAR ADVOCATED FOR AND PROMOTED QUALITY WELFARE SERVICES FOR CHILDREN, ADULTS, AND FAMILIES THROUGHOUT THE STATE. BENCHMARKS' MISSION IS ACCOMPLISHED THROUGH A UNIFIED VOICE, COLLECTIVE EXPERIENCE, TRAINING, SHARING BEST PRACTICES, COLLECTION OF DATA, AND PARTNERSHIP WITH THE STATE DEPARTMENT OF HEALTH AND HUMAN SERVICES LEADERSHIP. THIS YEAR, AS IN PAST YEARS, BENCHMARKS WAS INTEGRAL IN THE PREVENTION OF SIGNIFICANT STATE FUNDING CUTS FOR MH/IDD/SAS AND CHILD WELFARE SERVICES. BENCHMARKS SPONSORED LEGISLATION IN THIS YEAR'S LEGISLATIVE SESSION THAT DIRECTLY SUPPORTED SERVICES OF ITS MEMBERSHIP AND BENEFITED NORTH CAROLINA'S CHILDREN, ADULTS, AND FAMILIES.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED AND APPROVED BY THE BOARD-DESIGNATED FINANCE COMMITTEE ALONG WITH BENCHMARKS' ANNUAL AUDIT. THE FORM 990 AND THE FINANCE COMMITTEE'S RECOMMENDATIONS ARE PRESENTED TO THE FULL BOARD OF TRUSTEES FOR FINAL APPROVAL PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE PRESIDENT/CEO IS RESPONSIBLE FOR CONTINUALLY MONITORING FOR COMPLIANCE WITH THE BENCHMARKS CONFLICT OF INTEREST POLICY. NOMINEES FOR BOARD OF TRUSTEES VACANCIES ARE SCREENED TO DETERMINE IF ANY POTENTIAL CONFLICT OF INTEREST EXISTS. UPON ELECTION AND ANNUALLY, TRUSTEES ARE REQUIRED TO SIGN AN AFFIRMATION ACKNOWLEDGING RECEIPT OF THE CONFLICT OF INTEREST POLICY AND THAT THEIR APPOINTMENT TO THE BOARD OF TRUSTEES IS NOT IN VIOLATION OF THIS POLICY. THE PRESIDENT/CEO, ALONG WITH THE COO, ARE RESPONSIBLE FOR ALL HIRING. ALL EMPLOYEES ARE REQUIRED TO READ AND AFFIRM THAT NO CONFLICT OF INTEREST EXISTS THROUGH THEIR EMPLOYMENT WITH BENCHMARKS.
FORM 990, PART VI, SECTION B, LINE 15ATHE COMPENSATION PROVIDED TO THE PRESIDENT/CEO OF BENCHMARKS IS DETERMINED SOLELY BY THE BOARD OF TRUSTEES. ANNUALLY, THE CHAIRMAN OF THE BOARD OF TRUSTEES CONDUCTS AN EVALUATION OF THE PRESIDENT/CEO, INCLUDING CONSULTATION OF COMPARABILITY DATA, TO DETERMINE THE CEO'S COMPENSATION. CONTEMPORANEOUS RECORDS OF THEIR DECISIONS ARE MADE AND KEPT IN BENCHMARKS' PERSONNEL FILES. FOR ALL OTHER BENCHMARKS EMPLOYEES, THE PRESIDENT/CEO, ALONG WITH THE COO, HAS FULL RESPONSIBILITY FOR THEIR HIRING, SUPERVISION, EVALUATION AND DISCHARGE.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS FORM 1023 AVAILABLE VIA ITS WEBSITE. THE 990 IS AVAILABLE FOR PUBLIC INSPECTION VIA THE GUIDESTAR WEBSITE OR BY SPECIFIC REQUEST. THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA REQUEST APPROVED BY THE BOARD OF TRUSTEES.
FORM 990, PART XI, LINE 9:PPP LOAN FORGIVENESS 161,200.
FORM 990, PART XII, LINE 2C - AUDIT OVERSIGHTTHE ASSOCIATION'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS HAS NOT CHANGED FROM THE PRIOR YEAR.

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