First In Families of North Carolina

EIN: 460471896 501(c)(3) Human Services

Durham, NC

Total Revenue
$2,164,534
Total Expenses
$2,057,586
Total Assets
$1,201,221
Net Assets
$1,061,471
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
NC
Principal Officer
KATHRYN BUNN
Phone
9843274227
Tax Period
2023-07-01 to 2024-06-30

First In Families of North Carolina, founded in 2001, is a community nonprofit in the Human Services sector that reported $2.2M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $2.1M left a modest 5% surplus.

Mission

First In Families of North Carolina is a catalyst for people with disabilities and their families in NC to meet their self-defined needs by leveraging relationships and resources, and encouraging reciprocity in their communities. 2.275 short and long-term goals were met for 1,947 families impacted by IDD, TBI, or other disability assisted statewide during the fiscal year ending 6/30/24. Of these 1,947 families, 40% (780) were never previously served by FIFNC. 153 private NC businesses provided discounts on goods or services requested by families.

Program Service Accomplishments

Program 1
Expenses: $654,419 Revenue: $15,678

All the FIF local Chapters help people with developmental and other disabilities to create the lives they aspire to now and for the future. Families or individuals apply for assistance to meet a...

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All the FIF local Chapters help people with developmental and other disabilities to create the lives they aspire to now and for the future. Families or individuals apply for assistance to meet a short-term or long-term goal or obtain needed goods or services. Most of those assisted do not receive formal services; 1,388 families [or 80%] this year did not get help through the Medicaid waiver. In FY 24 the total Value of Direct Support to families through all thirteen local FIF chapters was $826,660, comprised of $539,261 in state funding, $55,521 from private businesses (discounts and donations), $77,326 from grassroots fundraisers by Chapter Leadership Teams, $40,591 from local grants, and $113,962 worth of donated goods provided to families.Families are offered opportunities to give back to other families at the time they apply for assistance or later on; reciprocity by families served ("gave back") for FY 24 was: 42 families donated goods; 48 families donated time, and 3 families donated money. FIF partners with the business community and other families previously served, to meet the need of the applicant at the lowest possible cost. Through such assistance, the need is met, and public awareness is developed as well. Each Chapter is governed by a grassroots local Chapter Leadership Team comprised of people with disabilities, their family members, and invested community members. Requests fulfilled fall into and are measured within 37 categories of support, for example, Adaptive Equipment and Parts, Sensory Support, Camp, or Assistive Technology. Requests are met through the matching of public funding with additional support from private local businesses, foundations, or private citizens. The Central Carolina, Wake, Cumberland, Johnston, and Mecklenburg chapters met 1,091 requests from 813 (unduplicated) families last year, including 245 of whom were completely new to FIF (never previously assisted). This is an increase of 47% of met requests and 20% number of families.

Program 2
Expenses: $449,849 Revenue: $10,777

The Statewide Cross-Area Special Program includes the Quality Assurance and Technical Assistance program (QATA), the Lifeline Project, and the Lifetime Connections program. QATA provides oversight...

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The Statewide Cross-Area Special Program includes the Quality Assurance and Technical Assistance program (QATA), the Lifeline Project, and the Lifetime Connections program. QATA provides oversight and guidance, technical assistance, strategic planning, maintenance of strong Chapter Leadership Teams, new staff training, an annual assessment through Core Indicators of Chapter Health, and a comprehensive family support database to all 13 FIF Chapters statewide, including the 11 managed directly by FIFNC. This assistance ensures high-quality, customer-led family support and adherence to the FIF model. QATA support in FY 24 included 13 on-site Chapter visits to meet with staff and Chapter Leadership Teams, 12 monthly calls with all chapters, 470 one-to-one Technical Assistance requests resolved, and 6 chapter staff training events. The Lifeline Project provides family support to individuals and families who live in the 10 NC Counties not covered by an FIF chapter. All 13 Chapters scored over 80% on Core Indicators of Chapter Health (benchmark is 75% of the chapters scoring over 80%). In FY 24, Lifeline Project helped 55 families with 60 requests, statewide.

Program 3
Expenses: $331,458 Revenue: $7,941

The Blue Ridge, Five County, Triad, and Southern Piedmont Chapters funded through Vaya LME/MCO assisted 331 families last year, fulfilling 412 requests. 168 of these families were completely new to...

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The Blue Ridge, Five County, Triad, and Southern Piedmont Chapters funded through Vaya LME/MCO assisted 331 families last year, fulfilling 412 requests. 168 of these families were completely new to First In Families. These three Chapters assisted residents across 32 counties.

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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 $2,108,335
Program Service Revenue $23,305
Investment Income $10,428
Other Revenue $22,466
TOTAL REVENUE $2,164,534

Expense Breakdown

Grants Paid $900,906
Salaries & Benefits $889,792
Fundraising Expenses $120
Program Expenses $1,910,551
Other Expenses $266,888
TOTAL EXPENSES $2,057,586

Year-over-Year Comparison

2023 2022 Change
Revenue $2,164,534 $1,935,907 +0.1%
Expenses $2,057,586 $2,106,248 0.0%
Net Income $106,948 $-170,341 -1.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
23
Volunteers
150

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
4
$84,130
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PEGGY BALAK PRESIDENT 0.50
Officer Director
$0 $0 $0
NIASHA A FRAY MA MSPH BOARD MEMBER 0.50
Director
$0 $0 $0
TIMOTHY FERREIRA BOARD MEMBER 0.50
Director
$0 $0 $0
DUNCAN MUNN VICE PRESIDENT 0.50
Officer Director
$0 $0 $0
JEAN MANKOWSKI BOARD MEMBER 0.50
Director
$0 $0 $0
JASON TUELL BOARD MEMBER 0.50
Director
$0 $0 $0
KEIRON DYCK BOARD MEMBER 0.50
Director
$0 $0 $0
KATIE LEDFORD SECRETARY-TREASURER 0.50
Officer Director
$0 $0 $0
MATTHEW SCHWAB BOARD MEMBER 0.50
Director
$0 $0 $0
TONI JAMES-MANUS BOARD MEMBER 0.50
Director
$0 $0 $0
LYNN HEGEDUS PHD BOARD MEMBER 0.50
Director
$0 $0 $0
BETSY MACMICHAEL EXECUTIVE DIRECTOR 40.00
Officer
$75,524 $8,606 $84,130
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 $2,164,534 $2,057,586 $1,201,221 $106,948
2023 $1,935,907 $2,106,248 $1,080,550 $-170,341
2022 $1,892,518 $1,944,948 $1,336,836 $-52,430
2021 $2,011,397 $1,727,691 $1,311,659 $283,706
2020 $1,813,734 $1,696,845 $1,051,500 $116,889
2019 $1,723,747 $1,620,103 $828,860 $103,644
2018 $1,333,544 $1,316,726 $714,271 $16,818
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