CIVITAS INSTITUTE INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CIVITAS INSTITUTE INC (EIN 20-2454741)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-26
- IRS object ID
- 201343309349100404
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Compensation Explanation
- Depreciation Schedule
- Employee Compensation Expln
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-26T15:02:22-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLINGSWORTH AVENT AVERRE & PURVIS PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W MILLBROOK ROAD | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27609 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202454741 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN W POPE CIVITAS INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 9198342099 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 S HARRINGTON ST | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27603 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANCIS DELUCA | Name |
| Title | PRESIDENT | Title |
| Phone | 9198342099 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHUCK AVERRE | Name |
| Phone | 9198484100 | Phone |
| Date Prepared | 2013-11-19 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 480315 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1765873 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 363 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 363 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 363 | InterestOnSavingsAdjNetIncm |
| Other Income Rev And Expnss | 94955 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | 94955 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 1861191 | TotalRevenueAndExpenses |
| Total Net Investment Income | 363 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 95318 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 136932 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 117236 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 490716 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 363 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 363 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 490415 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 157104 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 144151 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 1646 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 1646 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 8036 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 8036 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 5743 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Dsbrs Chrtbl Prps | 4724 | OtherProfFeesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 19822 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 124345 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 116060 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 177577 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Adj Net Incm | 94955 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 90838 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 129142 | PrintingAndPubRevAndExpnss |
| Printing And Pub Dsbrs Chrtbl Prps | 127456 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 471726 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 467135 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1722789 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 363 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 95318 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1567697 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1722789 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 363 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 95318 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1567697 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 138402 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 79107 | CashBOY |
| Cash EOY | 152090 | CashEOY |
| Cash EOYFMV | 152090 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 210998 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 256353 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 256353 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 13990 | AccountsReceivable |
| Accounts Receivable EOY | 13990 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 13990 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 23886 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 19600 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 19600 | PrepaidExpensesEOYFMV |
| Land Building And Equipment Basis | 155826 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 125850 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 46466 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 29976 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 29976 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 8306 | OtherAssetsBOY |
| Other Assets EOY | 8306 | OtherAssetsEOY |
| Other Assets EOYFMV | 8306 | OtherAssetsEOYFMV |
| Total Assets BOY | 368763 | TotalAssetsBOY |
| Total Assets EOY | 480315 | TotalAssetsEOY |
| Total Assets EOYFMV | 480315 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 78260 | AccountsPayableBOY |
| Accounts Payable EOY | 51410 | AccountsPayableEOY |
| Total Liabilities BOY | 78260 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 51410 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 290503 | UnrestrictedBOY |
| Unrestricted EOY | 416446 | UnrestrictedEOY |
| Temporarily Restricted EOY | 12459 | TemporarilyRestrictedEOY |
| Total Net Assets BOY | 290503 | TotalNetAssetsBOY |
| Total Net Assets EOY | 428905 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 368763 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 480315 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 290503 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 138402 | ExcessOfRevenueOverExpenses |
| Subtotal | 428905 | Subtotal |
| Total Net Assets Fund Balances EOY | 428905 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1274580 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 282162 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 4.517192 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1478657 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 173998 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 8.498126 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1399966 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 656994 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 2.130866 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1163257 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 621221 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.872533 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1402593 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 374559 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 3.744652 | DistributionRatioYear5 |
| Total Distribution Ratio | 20.763369 | TotalDistributionRatio |
| Average Distribution Ratio | 4.152674 | AverageDistributionRatio |
| Net Noncharitable Assets | 366956 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1523849 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 1523849 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1567697 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NC | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | true | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | true | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | WWW.NCCIVITAS.ORG | WebsiteAddress |
| Books In Care Of Person Name | PAT TARBELL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9198342099 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SOUTH HARRINGTON STREET | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27603 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| FRANCIS DELUCA | ||||||||
| 100 S HARRINGTON ST | RALEIGH | NC | 27603 | PRESIDENT | 40.00 | 88351 | 11996 | 0 |
| ROBERT LUDDY | ||||||||
| 112 WHEATON DRIVE | YOUNGSVILLE | NC | 27596 | BOARD MEMBER | 1.00 | 0 | 0 | 0 |
| STEVE LONG | ||||||||
| 6121 CHARLEYCOTE DRIVE | RALEIGH | NC | 27614 | BOARD MEMBER | 1.00 | 0 | 0 | 0 |
| KEN DICKSON | ||||||||
| 8600 TIMBERWIND DRIVE | RALEIGH | NC | 27615 | BOARD MEMBER | 1.00 | 0 | 0 | 0 |
| BRIAN BALFOUR | ||||||||
| 100 S HARRINGTON STREET | RALEIGH | NC | 27603 | TREASURER | 40.00 | 48581 | 4896 | 0 |
| JIM ANTHONY | ||||||||
| 702 OBERLIN ROAD STE 400 | RALEIGH | NC | 27605 | BOARD MEMBER | 1.00 | 0 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (2 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits |
|---|---|---|---|---|---|---|---|---|
| ROBERT LUEBKE | 100 S HARRINGTON STREET | RALEIGH | NC | 27603 | EMPLOYEE | 40.00 | 51960 | 12441 |
| SUSAN MYRICK | 100 S HARRINGTON STREET | RALEIGH | NC | 27603 | EMPLOYEE | 40.00 | 51081 | 13182 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 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 AND LEGISLATIVE AND SOCIAL ISSUES; CONDUCTING REGULAR POLLING; CONDUCTING INSTITUTES FOR ELECTED OFFICIALS, COMMUNITY LEADERS, COLLEGE STUDENTS, AND CITIZENS; AND COMMUNICATING WITH THE PUBLIC AND ELECTED OFFICIALS THROUGH THE NEWS MEDIA, CIVITAS WEBSITE, SOCIAL NETWORKS, MAGAZINE AND OTHER PUBLICATIONS. | Description1 |
| Expenses1 | 1567697 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 372544 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 372544 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 372544 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5588 | CashDeemedCharitable |
| Net Noncharitable Assets | 366956 | NetNoncharitableAssets |
| Minimum Investment Return | 18348 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1567697 | ExpensesAndContributions |
| Qualifying Distributions | 1567697 | QualifyingDistributions |
| Adj Qualifying Distributions | 1567697 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | 1567697 | QualifyingDistributions |
| Remaining Distri From Corpus | 1567697 | RemainingDistriFromCorpus |
| Total Corpus | 1567697 | TotalCorpus |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1567697 | CurrentYear |
| Year1 | 1274580 | Year1 |
| Year2 | 1478657 | Year2 |
| Year3 | 1399966 | Year3 |
| Total | 5720900 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1567697 | CurrentYear |
| Year1 | 1274580 | Year1 |
| Year2 | 1478657 | Year2 |
| Year3 | 1399966 | Year3 |
| Total | 5720900 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 12232 | CurrentYear |
| Year1 | 9405 | Year1 |
| Year2 | 5800 | Year2 |
| Year3 | 21900 | Year3 |
| Total | 49337 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LUNCHEONS, SEMINARS | Description |
| Related Or Exempt Function Income | 89331 | RelatedOrExemptFunctionIncome |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $363 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REIMBURSEMENTS, MISC | Description |
| Related Or Exempt Function Income | 5624 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $363 | ExclusionAmount |
| Related Or Exempt Function Income | 94955 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 95318 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumber |
| Relationship Statement | THE ORGANIZATION PUTS TOGETHER SEMINARS AND OTHER EVENTS TO FACILITATE THE EDUCATION OF NORTH CAROLINIANS TO THE RESULTS OF THEIR RESEARCH. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | true | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | true | SharingOfFacilitiesEtc |
Transfer Schedule TransferSchedule (4 entries)
| Line NumberLineNumber | Amount InvolvedAmountInvolved | Description Of Transfers EtcDescriptionOfTransfersEtc |
|---|---|---|
| CIVITAS ACTION INC | ||
| 1b(4) | 11333 | REIMBURSE FOR SHARED EMPLOYEES |
| CIVITAS ACTION INC | ||
| 1b(4) | 2633 | REIMBURSE FOR SHARED FACILITIES |
| CIVITAS ACTION INC | ||
| 1b(4) | 24 | REIMBURSE FOR MISC EXPENSE |
| CIVITAS ACTION INC | ||
| 1c | 13990 | TOTAL OF ITEMS REPORTED FOR 1B(4) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Noncharitable E Os | true | RelationshipsNoncharitableEOs |
Relationship Schedule RelationshipSchedule
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIVITAS ACTION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Organization | 501(C)(4) | TypeOfOrganization |
| Description Of Relationship | ORGANIZATIONS SHARE FACILITIES, EMPLOYEES, DIRECTORS | DescriptionOfRelationship |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (12 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | Address Line2ContributorAddressUS/AddressLine2 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | THE JOHN WILLIAM POPE FOUNDATION | LANDMARK CENTER ONE | 4601 SIX FORKS ROAD SUITE 300 | RALEIGH | NC | 27609 | 1305000 | X |
| 7 | THE JM FOUNDATION | 116 VILLAGE BOULEVARD STE 200 | PRINCETON | NJ | 08540 | 30000 | X | |
| 2 | DONOR'S CAPITAL FUND INC | P O BOX 1305 | ALEXANDRIA | VA | 223131305 | 60000 | X | |
| 8 | LUDDY CHARITABLE FOUNDATION | 4641 PARAGON PARK ROAD | RALEIGH | NC | 27616 | 15000 | X | |
| 3 | RAI SERVICES COMPANY | P O BOX 464 | WINSTON SALEM | NC | 27102 | 55000 | X | |
| 9 | ROE FOUNDATION | 415 BELMONT AVENUE | GREENVILLE | SC | 29601 | 15000 | X | |
| 4 | CHARLES KOCH FOUNDATION | 1515 N COURTHOUSE ROAD | SUITE 200 | ARLINGTON | VA | 22201 | 10000 | X |
| 10 | SCHWAB CHARITABLE FUND | P O BOX 628298 | ORLANDO | FL | 32862 | 11000 | X | |
| 5 | THE LYNDE HARRY BRADLEY FD INC | 1242 N FRANKLIN PLACE | MILWAUKEE | WI | 53202 | 100000 | X | |
| 11 | AMERICANS FOR PROSPERITY | 225 HILLSBOROUGH STREET | RALEIGH | NC | 27603 | 10352 | X | |
| 6 | STATE POLICY NETWORK | 259 EAST MICHIGAN AVENUE | KALAMA | MI | 49007 | 30000 | X | |
| 12 | ROBIN HAYES | 1950 HAYES LANE | DALLAS | NC | 28034 | 10000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $8,036 | Amount |
| Disbursements Charitable Prps | 8036 | DisbursementsCharitablePrps |
Amortization Schedule AmortizationSchedule
Amortization Amortization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Amortized Expenses | GSRI SOFTWARE | DescriptionOfAmortizedExpenses |
| Date Acquired Completed Expended | 2006-05-04 | DateAcquiredCompletedExpended |
| Amount Amortized | 1619 | AmountAmortized |
| Deduction For Prior Years | 1619 | DeductionForPriorYears |
| Amortization Period | 3.0000 | AmortizationPeriod |
| Total Amount Of Amortization | 1619 | TotalAmountOfAmortization |
Compensation Explanation CompensationExplanation
Compensation Compensation (6 entries)
| FRANCIS DELUCA |
| ROBERT LUDDY |
| STEVE LONG |
| KEN DICKSON |
| BRIAN BALFOUR |
| JIM ANTHONY |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (79 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense |
|---|---|---|---|---|---|---|
| IMAC G5; ADOBE SOFTWARE | 2005-05-12 | 3444 | 3444 | 200DB | 5.0000 | |
| DIGITAL RECORDER | 2005-05-03 | 188 | 188 | 200DB | 5.0000 | |
| DIGITAL CAMERA | 2005-05-23 | 508 | 508 | 200DB | 5.0000 | |
| CHAIRS, KIRK IMPORTS, PARTITION, ART | 2005-04-19 | 6169 | 6169 | 200DB | 7.0000 | |
| MACTHRIFT - DESKS & CHAIRS | 2006-02-10 | 894 | 847 | 200DB | 7.0000 | 47 |
| THRIFTY FURNITURE - BOOK CASES, ETC. | 2006-04-06 | 2804 | 2652 | 200DB | 7.0000 | 152 |
| KIRK IMPORTS - CONF ROOM CHAIR | 2006-06-23 | 578 | 545 | 200DB | 7.0000 | 33 |
| JACK HAWKE - DESK, HUTCH, CREDENZA, ETC. | 2006-06-02 | 7178 | 6774 | 200DB | 7.0000 | 404 |
| OTHER MISC. FURNITURE | 2006-01-01 | 1468 | 1393 | 200DB | 7.0000 | 75 |
| LAPTOP FOR JE.. | 2006-05-04 | 748 | 748 | 200DB | 5.0000 | |
| WIRELESS MIC - CREATIVE ACOUSTICS | 2005-07-15 | 2175 | 2175 | 200DB | 5.0000 | |
| TV | 2005-07-21 | 588 | 588 | 200DB | 5.0000 | |
| COMPUTER | 2007-06-22 | 1549 | 1549 | 200DB | 5.0000 | |
| MEMORY | 2006-10-19 | 276 | 192 | 200DB | 10.0000 | 19 |
| MEMORY STICKS | 2007-03-16 | 536 | 536 | 200DB | 5.0000 | |
| 2 EXT HARD DRIVES, MONITORS | 2007-04-26 | 1392 | 1392 | 200DB | 5.0000 | |
| MEMORY STICK | 2007-02-28 | 232 | 232 | 200DB | 5.0000 | |
| MOUSE, OTHER PERIPHERAL EQUIP | 2007-06-22 | 114 | 114 | 200DB | 5.0000 | |
| HAND TRUCK | 2006-09-21 | 74 | 51 | 200DB | 10.0000 | 6 |
| 2 SPACE HEATERS | 2006-11-17 | 43 | 30 | 200DB | 10.0000 | 3 |
| SPACE HEATER | 2007-01-05 | 27 | 23 | 200DB | 7.0000 | 2 |
| 8X10 CUBICLE, 8X10 PANEL WALL | 2006-08-10 | 2402 | 1687 | 200DB | 10.0000 | 174 |
| LAMP, CHAIR, BOOKCASE | 2006-08-23 | 346 | 242 | 200DB | 10.0000 | 25 |
| 2 FILING CABINETS | 2006-08-29 | 268 | 187 | 200DB | 10.0000 | 20 |
| BOOKCASE AND TABLE | 2006-11-02 | 190 | 132 | 200DB | 10.0000 | 14 |
| DESK, BOOKCASE AND CHAIR | 2007-04-26 | 964 | 816 | 200DB | 7.0000 | 79 |
| DESK, BOOKCASE, CHAIR | 2007-05-23 | 687 | 581 | 200DB | 7.0000 | 57 |
| PC - JAMESON | 2006-08-23 | 749 | 524 | 200DB | 10.0000 | 55 |
| COMPUTER CABLING | 2008-05-06 | 6188 | 5595 | 200DB | 5.0000 | 593 |
| FOLDING TABLES | 2008-06-17 | 458 | 343 | 200DB | 7.0000 | 40 |
| LAPTOP COMPUTER | 2007-12-19 | 1519 | 1455 | 200DB | 5.0000 | 64 |
| 4 DELL DESKTOP COMPUTERS | 2007-12-01 | 3692 | 3534 | 200DB | 5.0000 | 158 |
| REMOVABLE WALL | 2008-06-06 | 1500 | 1123 | 200DB | 7.0000 | 131 |
| COMPUTER PERIPHERALS | 2008-01-01 | 673 | 625 | 200DB | 5.0000 | 48 |
| HP LAPTOP COMPUTER | 2008-06-15 | 1557 | 1408 | 200DB | 5.0000 | 149 |
| DELL DESKTOP COMPUTER | 2008-06-15 | 1021 | 923 | 200DB | 5.0000 | 98 |
| HP PRINTER | 2009-04-08 | 6986 | 5553 | 200DB | 5.0000 | 764 |
| HARD DRIVE | 2008-08-20 | 380 | 333 | 200DB | 5.0000 | 42 |
| PROJECTOR | 2008-10-10 | 694 | 486 | 200DB | 7.0000 | 62 |
| PROJECTOR CASE | 2009-03-13 | 159 | 108 | 200DB | 7.0000 | 14 |
| EXTERNAL HARD DRIVES | 2009-04-08 | 461 | 367 | 200DB | 5.0000 | 50 |
| 2 COMPUTERS | 2009-06-17 | 1185 | 942 | 200DB | 5.0000 | 129 |
| EXTERNAL HARD DRIVE | 2009-11-05 | 119 | 84 | 200DB | 5.0000 | 14 |
| PROJECTOR & CASE | 2009-11-05 | 821 | 462 | 200DB | 7.0000 | 102 |
| 4 COMPUTERS | 2010-03-11 | 2500 | 1780 | 200DB | 5.0000 | 288 |
| 3 NETBOOKS | 2010-05-22 | 782 | 557 | 200DB | 5.0000 | 90 |
| LAPTOP COMPUTER (GILBERT) | 2010-08-06 | 968 | 590 | 200DB | 5.0000 | 151 |
| MAC COMPUTER (CAMERON) | 2010-08-11 | 2287 | 1395 | 200DB | 5.0000 | 357 |
| DOVICO TIME TRACKING SOFTWARE | 2010-10-15 | 1755 | 1024 | 3.0000 | 585 | |
| CAMCORDER | 2010-11-09 | 775 | 320 | 200DB | 7.0000 | 130 |
| SOFTWARE - FINAL CUT STUDIO | 2010-11-09 | 735 | 408 | 3.0000 | 245 | |
| COMPUTER MONITOR | 2010-09-14 | 269 | 164 | 200DB | 5.0000 | 42 |
| 9 OFFICE CHAIRS | 2010-09-14 | 654 | 304 | 200DB | 7.0000 | 100 |
| SOFTWARE- TREND MICRO | 2010-07-30 | 421 | 281 | 3.0000 | 140 | |
| CAMCORDER (2) | 2010-12-15 | 775 | 320 | 200DB | 7.0000 | 130 |
| FINAL CUT SOFTWARE | 2010-12-15 | 825 | 435 | 3.0000 | 275 | |
| OFFICE FURNITURE/CUBICLES | 2011-06-06 | 11034 | 3434 | 200DB | 7.0000 | 2171 |
| LAPTOP COMPUTER (MATT) | 2011-03-10 | 690 | 338 | 200DB | 5.0000 | 141 |
| COMPUTER SOFTWARE | 2011-07-13 | 1526 | 509 | 3.0000 | 509 | |
| SOFTWARE (QUICKBOOKS) | 2011-07-29 | 566 | 189 | 3.0000 | 188 | |
| DELL INSPIRON DESKTOP | 2011-07-27 | 763 | 267 | 200DB | 5.0000 | 199 |
| DELL INSPIRON DESKTOP | 2011-07-27 | 763 | 267 | 200DB | 5.0000 | 199 |
| SLR DIGITAL CAMERA | 2011-10-26 | 547 | 98 | 200DB | 7.0000 | 128 |
| DELL LATITUDE E6560 | 2011-09-30 | 1662 | 582 | 200DB | 5.0000 | 432 |
| MISC AUDIO, RECORDED EQUIP | 2011-10-26 | 1818 | 455 | 200DB | 5.0000 | 545 |
| PRINTER - TYNEN'S OFFICE | 2012-03-28 | 313 | 47 | 200DB | 5.0000 | 106 |
| COMPUTERS - 4 | 2012-04-16 | 2348 | 117 | 200DB | 5.0000 | 893 |
| UPS FOR SERVER ROOM | 2012-05-02 | 842 | 42 | 200DB | 5.0000 | 320 |
| FILE CABINET-FINANCIAL/LOCKABLE | 2012-05-14 | 278 | 10 | 200DB | 7.0000 | 76 |
| SERVER | 2012-06-18 | 18793 | 940 | 200DB | 5.0000 | 7141 |
| PRINTER | 2011-09-22 | 275 | 96 | 200DB | 5.0000 | 72 |
| EVENTS SOFTWARE | 2012-08-03 | 210 | 3.0000 | 64 | ||
| SOFTWARE - BARRACUDA | 2013-02-11 | 400 | 3.0000 | 56 | ||
| COMPUTER - FXD | 2013-02-19 | 1078 | 200DB | 5.0000 | 216 | |
| VIDEO EQUIPMENT | 2013-03-14 | 565 | 200DB | 7.0000 | 81 | |
| LASERJET PRINTER - BOOKKEEPER | 2013-04-04 | 210 | 200DB | 5.0000 | 42 | |
| MICROWAVE | 2013-04-16 | 138 | 200DB | 7.0000 | 20 | |
| SOFTWARE - TRENDMICRO | 2013-05-15 | 647 | 3.0000 | 36 | ||
| MICROPHONES | 2013-05-21 | 220 | 200DB | 7.0000 | 31 |
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanation (2 entries)
| Employee NameEmployeeName |
|---|
| ROBERT LUEBKE |
| SUSAN MYRICK |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | 155826 | CostOrOtherBasis |
| Accumulated Depreciation | 125850 | AccumulatedDepreciation |
| Book Value | 29976 | BookValue |
| EOYFMV | 29976 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | Category |
| Amount | $1,646 | Amount |
| Disbursements Charitable Prps | 1646 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| SECURITY DEPOSIT - COPIER | 490 | 490 | 490 |
| SECURITY DEPOSIT - OFFICE SPACE | 7816 | 7816 | 7816 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (9 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| EQUIPMENT RENTAL & MAINTENANC | 11031 | 10689 |
| INSURANCE | 2400 | 2400 |
| MISCELLANEOUS | 4621 | 4621 |
| OFFICE SUPPLIES AND EXPENSE | 15707 | 15296 |
| OUTREACH-CITIZENS,MEMBERS | 91811 | 91902 |
| POLLING COSTS | 163045 | 164065 |
| TRAINING | 15572 | 19884 |
| SPECIAL PROJECTS,STUDIES | 167412 | 158278 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| LUNCHEONS, SEMINARS | 89331 | 89331 |
| REIMBURSEMENTS, MISC | 5624 | 5624 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | Category |
| Amount | $5,743 | Amount |
| Disbursements Charitable Prps | 4724 | DisbursementsCharitablePrps |
Comments