NORTH CAROLINA ASSOCIATION OF WORKFORCE DEVELOPMENT BOARDS INC

EIN: 311677949 Community Improvement

RALEIGH, NC

Total Revenue
$92,500
Total Expenses
$89,174
Total Assets
$110,715
Net Assets
$110,715
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
NC
Principal Officer
STEPHANIE DEESE
Phone
9194142085
Tax Period
2023-07-01 to 2024-06-30

NORTH CAROLINA ASSOCIATION OF WORKFORCE DEVELOPMENT BOARDS INC, founded in 2009, is a micro nonprofit in the Community Improvement sector that reported $92K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $89K left a modest 4% surplus.

Mission

TO PROVIDE TRAINING AND RESOURCES TO THE LOCAL NC WORKFORCE DEVELOPMENT BOARDS. THESE LOCAL WORKFORCE DEVELOPMENT BOARDS, ALONG WITH PARTNERS THROUGH NCWORKS, HELP ADVANCE THE NEEDS OF WORKERS AND EMPLOYERS IN NORTH CAROLINA AND DECREASE THE NEED FOR SOCIAL PROGRAMS FUNDED BY THE FEDERAL AND STATE GOVERNMENT BY PROVIDING TRAINING, UPSKILLING FOR THOSE UNEMPLOYED AND JOB PLACEMENT TO DISLOCATED WORKERS.

Program Service Accomplishments

Program 1

THE ASSOCIATION PROVIDES INFORMATION, RESOURCES AND TRAINING TO THE 23 LOCAL WORKFORCE DEVELOPMENT BOARDS AND BOARD DIRECTORS IN NORTH CAROLINA AND PERMITS THE SHARING OF COMMON OPERATING EXPENSES...

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THE ASSOCIATION PROVIDES INFORMATION, RESOURCES AND TRAINING TO THE 23 LOCAL WORKFORCE DEVELOPMENT BOARDS AND BOARD DIRECTORS IN NORTH CAROLINA AND PERMITS THE SHARING OF COMMON OPERATING EXPENSES AMONG THOSE WORKFORCE DEVELOPMENT BOARDS. THE ASSOCIATION PROVIDES EDUCATION AND TRAINING ASSISTANCE TO THE LOCAL BOARDS THAT GOVERN THE JOB TRAINING PROGRAMS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $62,500
Investment Income $0
Other Revenue $30,000
TOTAL REVENUE $92,500

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $89,174
TOTAL EXPENSES $89,174

Year-over-Year Comparison

2023 2022 Change
Revenue $92,500 $110,009 -0.2%
Expenses $89,174 $108,476 -0.2%
Net Income $3,326 $1,533 +1.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$61,926
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEFF FREDERICKSON BOARD MEMBER 2.00
Director
$0 $0 $0
PAT STURDIVANT BOARD MEMBER 2.00
Director
$0 $0 $0
WENDY WALKER FOX BOARD MEMBER 2.00
Director
$0 $0 $0
JENNIE BOWEN BOARD MEMBER 2.00
Director
$0 $0 $0
ANNA LONDON BOARD MEMBER 2.00
Director
$0 $0 $0
RODNEY CARSON PRESIDENT 2.00
Officer
$0 $0 $0
JAMES FLOCK VICE PRESIDENT 2.00
Officer
$0 $0 $0
GRAHAM FIELDS SECRETARY 2.00
Officer
$0 $0 $0
DINA SIMCOX TREASURER 2.00
Officer
$0 $0 $0
STEPHANIE DEESE EXECUTIVE DIRECTOR 20.00
Officer
$61,926 $0 $61,926
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $92,500 $89,174 $110,715 $3,326
2023 $110,009 $108,476 $107,389 $1,533
2022 $103,250 $80,983 $105,856 $22,267
2021 $271,744 $250,963 $83,589 $20,781
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