OAK CITY CARES INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OAK CITY CARES INC (EIN 83-0826329)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-06
- IRS object ID
- 202111269349301141
- Schema version
- 2019v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-06T11:39:09-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 GLENWOOD AVE SUITE 200 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830826329 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAK CITY CARES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKC | BusinessNameControlTxt |
| Phone | 9843449599 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 S WILMINGTON STREET | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN JOHNSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9843449599 | PhoneNum |
| Signature | 2021-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA ADAMS | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 9197821040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHRYN JOHNSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 S WILMINGTON STREET | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,205,387 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OAKCITYCARES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2018 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 2750 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,849,523 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,127,565 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$5,224 | PYInvestmentIncomeAmt |
| CY Investment Income | $64 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $108 | CYOtherRevenueAmt |
| PY Total Revenue | $1,844,299 | PYTotalRevenueAmt |
| CY Total Revenue | $1,127,737 | 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 | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $86,873 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $76,536 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $493,546 | PYOtherExpensesAmt |
| CY Other Expenses | $736,050 | CYOtherExpensesAmt |
| PY Total Expenses | $580,419 | PYTotalExpensesAmt |
| CY Total Expenses | $736,050 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,263,880 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $391,687 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,712,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,830,618 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $448,319 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $175,051 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,263,880 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,655,567 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OAK CITY CARES IS A SERVICES HUB FOR CONNECTING INDIVIDUALS AND FAMILIES AT RISK OF, OR CURRENTLY EXPERIENCING, HOMELESSNESS TO COORDINATED SERVICES THAT CREATE A PATH TO STABLE HOUSING AND RENEWED HOPE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $247,041 | ExpenseAmt |
| Desc | OAK CITY CARES' COORDINATED CARE PROGRAM SERVES AS A POINT OF ENTRY INTO HOMELESS AND HOUSING SERVICES FOR THOSE EXPERIENCING HOMELESSNESS AND HOUSING CRISES IN WAKE COUNTY. SINCE OPENING, OUR TWO CARE COORDINATORS HAVE CONSISTENTLY CONDUCTED AN AVERAGE OF 60 COORDINATED ENTRY ASSESSMENTS EACH WEEK. AN INTAKE ASSESSMENT ONLY IS DONE ONCE AND RESULTS IN REFERRAL/CONNECTION TO EMERGENCY SHELTER, MEDICAL AND BEHAVORIAL HEALTH PROVIDERS, STREET OUTREACH TEAMS, AND NOW ALSO PREVENTION FUNDS. THE GOAL OF THIS COORDINATED APPROACH IS TO MAKE HOMELESSNESS RARE, BRIEF, AND NON-RECURRING IN WAKE COUNTY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $134,251 | ExpenseAmt |
| Desc | BASIC NEEDS. GUESTS OF OAK CITY CARES HAVE ACCESS TO SHOWERS, LAUNDRY, A HOSPITALITY AREA WITH COFFEE AND COMPUTERS AND CELL PHONE CHARGING STATIONS. VOLUNTEERS PLAY IMPORTANT ROLES BY HELPING PEOPLE FEEL A SENSE OF CONNECTION TO A COMMUNITY, HELPING TO RENEW HOPE.THE BASIC NEEDS PROGRAM CONSISTENTLY PROVIDED AN AVERAGE OF 43 SHOWERS PER DAY AND PROVIDED 30-35 INDIVIDUALS AND FAMILIES ACCESS TO DOING THEIR LAUNDRY EACH DAY. ALL NECESSARY SUPPLIES FOR SHOWERS AND LAUNDRY WERE PROVIDED FOR EACH GUEST INCLUDING TOWELS, TOILETRIES, LAUNDRY DETERGENT, ETC. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $115,598 | ExpenseAmt |
| Desc | WEEKEND MEALS. OAK CITY CARES PROVIDES MEALS EVERY WEEKEND AND ON HOLIDAYS WHEN NO OTHER FOOD PROVIDERS ARE OPEN. OAK CITY CARES SERVES ABOUT 1500 MEALS EACH WEEKEND TO APPROXIMATELY 400 UNDUPLICATED INDIVIDUALS. MANY OF THESE INDIVIDUALS ARE HOMELESS AND HAVE NO OTHER ACCESS TO FOOD/MEAL PROGRAMS DURING WEEKENDS OR HOLIDAYS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $496,890 | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | 0 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHRYN JOHNSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9843449599 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 S WILMINGTON ST | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27603 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| LISA PERKINS | |||||||
| PRESIDENT | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $115,782 | $15,013 |
| CHARLES MEEKER | |||||||
| CHAIR | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL D'ERCOLE | |||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD MILLER-HARAWAY | |||||||
| SECRETARY | 10.00 | 40.00 | Yes (X) | Yes (X) | $0 | $71,110 | $10,359 |
| DANIEL ALTENAU | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $70,363 | $11,681 | |
| REV PAUL ANDERSON | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL DAWSON | |||||||
| DIRECTOR | 3.00 | 40.00 | Yes (X) | $0 | $75,534 | $10,256 | |
| KATEY FITHIAN | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $92,407 | $10,997 | |
| BARBARA GOODMON | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DR BRIAN KLAUSNER | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS LINDGREN | |||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BARKLEY SAMPLE | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $9,359 | $1,029 | |
| KATHRYN JOHNSON | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | $0 | $87,777 | $10,803 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $522,332 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $70,138 | 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 |
| Related Organizations | $56,517 | RelatedOrganizationsAmt |
| Government Grants | $237,080 | GovernmentGrantsAmt |
| All Other Contributions | $833,968 | AllOtherContributionsAmt |
| Noncash Contributions | $88,308 | NoncashContributionsAmt |
| Total Contributions | $1,127,565 | TotalContributionsAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $77,714 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $77,650 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $64 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64 | TotalRevenueColumnAmt |
| Exclusion | $64 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108 | TotalRevenueColumnAmt |
| Exclusion | $108 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $108 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,127,737 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $172 | ExclusionAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,565 | TotalAmt |
| Management And General | $66,565 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,232 | TotalAmt |
| Program Services | $1,845 | ProgramServicesAmt |
| Management And General | $187 | ManagementAndGeneralAmt |
| Fundraising | $200 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,248 | TotalAmt |
| Program Services | $31,248 | ProgramServicesAmt |
| Management And General | $15,432 | ManagementAndGeneralAmt |
| Fundraising | $4,568 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,284 | TotalAmt |
| Program Services | $4,112 | ProgramServicesAmt |
| Management And General | $140 | ManagementAndGeneralAmt |
| Fundraising | $32 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,494 | TotalAmt |
| Program Services | $110 | ProgramServicesAmt |
| Management And General | $1,655 | ManagementAndGeneralAmt |
| Fundraising | $729 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,616 | TotalAmt |
| Program Services | $37,396 | ProgramServicesAmt |
| Management And General | $942 | ManagementAndGeneralAmt |
| Fundraising | $278 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SHARED SERVICES | $495,444 | $356,207 | $74,137 | $65,100 |
| PROGRAM SUPPLIES | $47,911 | $46,970 | $941 | |
| CLIENT ASSISTANCE | $19,002 | $19,002 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,254 | TotalAmt |
| Management And General | $2,625 | ManagementAndGeneralAmt |
| Fundraising | $5,629 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $736,050 | TotalAmt |
| Program Services | $496,890 | ProgramServicesAmt |
| Management And General | $162,624 | ManagementAndGeneralAmt |
| Fundraising | $76,536 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $541,749 | BOYAmt |
| EOY | $1,151,226 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $801,456 | BOYAmt |
| EOY | $476,675 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,428 | BOYAmt |
| EOY | $1,919 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,100 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $243,201 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $47,288 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,631 | BOYAmt |
| EOY | $195,913 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,935 | BOYAmt |
| EOY | $1,785 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,712,199 | BOYAmt |
| EOY | $1,830,618 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,617 | BOYAmt |
| EOY | $11,768 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $409,702 | BOYAmt |
| EOY | $163,283 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,319 | BOYAmt |
| EOY | $175,051 | 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 | $494,730 | BOYAmt |
| EOY | $1,287,162 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $769,150 | BOYAmt |
| EOY | $368,405 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,263,880 | BOYAmt |
| EOY | $1,655,567 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,712,199 | BOYAmt |
| EOY | $1,830,618 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $391,687 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 Minus1 Year | $1,849,523 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,127,565 | CurrentTaxYearAmt |
| Total | $2,977,088 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $171,558 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $507,716 | CurrentTaxYearAmt |
| Total | $679,274 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $2,021,081 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,635,281 | CurrentTaxYearAmt |
| Total | $3,656,362 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $764,802 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,891,560 | PublicSupportTotal170Amt |
| Total Support | $3,656,362 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $145,346 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,083 | DepreciationAmt |
| Book Value | $110,263 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $97,855 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,205 | DepreciationAmt |
| Book Value | $85,650 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $195,913 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED ORGANIZATION | Desc |
| Amt | $163,283 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $163,283 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,635,453 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $507,716 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $507,716 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,127,737 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,127,737 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,243,766 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $507,716 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $507,716 | ExpensesNotReportedAmt |
| Expenses Subtotal | $736,050 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $736,050 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY THE PROVISIONS OF U.S. GAAP FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT BELIEVES THAT OAK CITY CARES CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT JUNE 30, 2020. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED OAK CITY CARES HAD NO UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2020. OAK CITY CARES IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $8,946 | NoncashContributionsRptF990Amt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $77,650 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,712 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | OAK CITY CARES HAS A BROKERAGE ACCOUNT AT FIFTH THIRD BANK. OAK CITY CARES PROVIDES AUTHORIZATION, AND FIFTH THIRD BANK SELLS/LIQUIDATES THE STOCK AT THE DIRECTION OF THE ORGANIZAITON. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1, MISSION AND SIGNIFICANT ACTIVITIES: | OAK CITY CARES IS A SERVICES HUB FOR CONNECTING INDIVIDUALS AND FAMILIES AT RISK OF, OR CURRENTLY EXPERIENCING, HOMELESSNESS TO COORDINATED SERVICES THAT CREATE A PATH TO STABLE HOUSING AND RENEWED HOPE. OAK CITY CARES SUCCESSFULLY OPERATED THREE PRIMARY PROGRAMS INCLUDING THE BASIC NEEDS PROGRAM, COORDINATED CARE PROGRAM, AND THE WEEKEND MEALS PROGRAM. OAK CITY CARES PROVIDED DAILY WEEKDAY SERVICES TO AN AVERAGE OF 125 UNDUPLICATED GUESTS PER DAY DURING THE WEEK AND AN AVERAGE OF 401 UNDUPLICATED INDIVIDUALS ON THE WEEKENDS FOR MEALS. THE BASIC NEEDS PROGRAM CONSISTENTLY PROVIDED AN AVERAGE OF 43 SHOWERS PER DAY AND PROVIDED 30-35 INDIVIDUALS AND FAMILIES ACCESS TO DOING THEIR LAUNDRY EACH DAY. ALL NECESSARY SUPPLIES FOR SHOWERS AND LAUNDRY WERE PROVIDED FOR EACH GUEST INCLUDING TOWELS, TOILETRIES, LAUNDRY DETERGENT, ETC. THE COORDINATED CARE PROGRAM CONSISTENTLY PROVIDED AN AVERAGE OF 60 INTAKES PER WEEK (AN INTAKE THAT THOSE ENTERING INTO THE HOMELESS SERVICES SYSTEM COMPLETE ONLY ONCE) WHICH IS AN INDICATION OF THE NEED IN OUR COMMUNITY. AS OF JUNE 30, 2020, OAK CITY CARES' WEEKEND MEALS PROGRAM HAD PROVIDED MORE THAN 78,286 MEALS SUPPORTED BY 2,616 VOLUNTEERS, WITH AN AVERAGE OF 1,479 MEALS SERVED PER WEEKEND. |
| FORM 990, PART VI, SECTION A, LINE 4 | AT THEIR JUNE 2020 BOARD MEETING, OAK CITY CARES MODIFIED THEIR BYLAWS TO REDUCE THE LEVEL OF CONTROL EXERCISED BY CATHOLIC CHARITIES OVER THE BOARD OF DIRECTORS AND THE OPERATIONS OF OAK CITY CARES. THESE MEASURES, AS WELL AS OTHER ACTIONS TAKEN BY THE TWO ENTITIES, ARE ANTICIPATED TO MAKE OAK CITY CARES SUFFICIENTLY AUTONOMOUS AS TO ELIMINATE THE REQUIREMENT FOR CONSOLIDATION WITH CATHOLIC CHARITIES UNDER U.S. GAAP IN FISCAL YEAR 2021. |
| FORM 990, PART VI, SECTION A, LINE 8B | COMMITTEES WERE NOT ESTABLISHED IN 2020. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE EXECUTIVE DIRECTOR AND FINANCE COMMITTEE REVIEWED THE RETURN PRIOR TO PROVIDING A COPY TO THE FULL BOARD AND FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH STAFF AND BOARD, INCLUDED DISCUSSION IN BOARD TRAINING, HAD ALL SIGN CONFLICT OF INTEREST POLICY THAT INCLUDES REPORTING ANY POTENTIAL CONFLICTS OF INTEREST TO THE ED IMMEDIATELY. ALSO HAD SEVERAL DISCUSSIONS WITH STAFF AND BOARD MEMBERS INDIVIDUALLY TO DETERMINE IF THERE WERE EXISTING CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES. IT REIMBURSES CATHOLIC CHARITIES, A RELATED ORGANIZATION, FOR THE USE OF ITS EMPLOYEES. IN DETERMING THE COMPENSATION FOR INDIVIDUALS PROVIDING SERVICES TO THE ORGANIZATION UNDER THIS AGREEMENT, THE FOLLOWING PROCEDURES WERE FOLLOWED: ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR WAS COMPLETED BY THE PRESIDENT OF THE ORGANIZATION WITH INPUT FROM BOARD MEMBERS. ALL OTHER EMPLOYEES RECEIVED A PERFORMANCE EVALUATION BY THEIR IMMEDIATE SUPERVISOR, ALL OF WHICH WERE REVIEWED AND APPROVED BY HUMAN RESOURCES AND THE EXECUTIVE DIRECTOR PRIOR TO BEING FINALIZED. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL AVAILABLE BY REQUEST AND IN A CORPORATE NOTEBOOK ONSITE FOR REVIEW OF HARD COPIES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC CHARITIES OF THE DIOCESE OF RALEIGH INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7200 STONEHENGE DRIVE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27613 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560529943 | EIN |
| Primary Activities | CHARITABLE ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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