MOSAIC DEVELOPMENT GROUP

EIN: 560883684 501(c)(3)

DAVIDSON, NC

Total Revenue
$3,390,095
Total Expenses
$2,461,636
Total Assets
$13,825,405
Net Assets
$10,268,902
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1966
Legal Domicile
NC
Principal Officer
WILLIAM BOLSTAD
Phone
7043423316
Tax Period
2024-01-01 to 2024-12-31

MOSAIC DEVELOPMENT GROUP, founded in 1966, is a community nonprofit that reported $3.4M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $928K, a strong 27% operating margin.

Mission

TO ENHANCE COMMUNITIES AND IMPROVE LIVES THROUGH DIVERSE HOUSING AND ECONOMIC DEVELOPMENT SOLUTIONS. MOSAIC BELIEVES THAT HIGH QUALITY HOUSING FOR A VARIETY OF INCOMES IS A CATALYST FOR VIBRANT, HEALTHY COMMUNITIES. THEIR VISION IS THAT EVERYONE HAS ACCESS TO HIGH QUALITY HOUSING, IN THRIVING COMMUNITIES THAT OFFER A VARIETY OF JOBS AND SERVICES.

Program Service Accomplishments

Program 1
Expenses: $1,036,681 Revenue: $971,260

FERNHILL APARTMENTS (CONOVER, NC - 72 FAMILY UNITS) WAS COMPLETED, PLACED IN SERVICE, AND STABILIZED DURING THE YEAR. THE PROPERTY TRANSITIONED TO NORMAL OPERATIONS, PROVIDING HIGH-QUALITY...

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FERNHILL APARTMENTS (CONOVER, NC - 72 FAMILY UNITS) WAS COMPLETED, PLACED IN SERVICE, AND STABILIZED DURING THE YEAR. THE PROPERTY TRANSITIONED TO NORMAL OPERATIONS, PROVIDING HIGH-QUALITY, AFFORDABLE HOUSING FOR WORKING FAMILIES IN THE REGION. MOSAIC HOLDS BOTH DIRECT AND INDIRECT GENERAL PARTNER INTERESTS AND CONTINUES TO EXERCISE SIGNIFICANT INFLUENCE OVER THE PROJECT'S OPERATIONS. ORCHARD POINT APARTMENTS (SANFORD, NC - 40 FAMILY UNITS), A COMPREHENSIVE REHABILITATION OF THE FORMER APPLE TREE APARTMENTS, COMMENCED CONSTRUCTION IN 2024 FOLLOWING THE PRIOR YEAR'S AWARD OF LOW-INCOME HOUSING TAX CREDITS (LIHTC). COMPLETION IS ANTICIPATED IN MID-2025. 902 S. BRIGGS AVENUE APARTMENTS (DURHAM, NC - 124 FAMILY UNITS) ADVANCED THROUGH THE LIHTC APPLICATION PROCESS. AT THE REQUEST OF THE NORTH CAROLINA HOUSING FINANCE AGENCY (NCHFA), MOSAIC RESUBMITTED ITS 4% TAX-EXEMPT BOND APPLICATION IN THE FALL 2024 ROUND, WITH AN AWARD EXPECTED IN 2025. RENAISSANCE COMMONS (ELIZABETH CITY, NC - 48 SENIOR UNITS) RECEIVED AN AWARD OF 9% LOW-INCOME HOUSING TAX CREDITS IN 2024 FOR A COMPREHENSIVE REHABILITATION OF THE EXISTING PROPERTY. CONSTRUCTION IS ANTICIPATED TO COMMENCE IN 2025, PRESERVING AFFORDABLE HOUSING FOR SENIORS IN THE REGION.

Program 2
Expenses: $1,263,418 Revenue: $1,031,472

IN RECOGNITION OF THE GROWING NEED FOR AFFORDABLE HOUSING THROUGHOUT NORTH CAROLINA, MOSAIC INITIATED A STRATEGIC RECAPITALIZATION TO STRENGTHEN ITS ABILITY TO EXPAND ITS DEVELOPMENT PIPELINE. AS...

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IN RECOGNITION OF THE GROWING NEED FOR AFFORDABLE HOUSING THROUGHOUT NORTH CAROLINA, MOSAIC INITIATED A STRATEGIC RECAPITALIZATION TO STRENGTHEN ITS ABILITY TO EXPAND ITS DEVELOPMENT PIPELINE. AS PART OF THIS EFFORT, MOSAIC SOLD FIVE SITES FROM ITS 23-PROPERTY PORTFOLIO TO AN INVESTOR COMMITTED TO PRESERVING THEIR LONG-TERM AFFORDABILITY. FOUR OF THE FIVE TRANSACTIONS SUCCESSFULLY CLOSED IN 2024, WITH THE FIFTH EXPECTED TO CLOSE IN 2025. THESE ACTIONS REFLECT MOSAIC'S ONGOING COMMITMENT TO EXPANDING AND PRESERVING AFFORDABLE HOUSING OPPORTUNITIES FOR NORTH CAROLINA HOUSEHOLDS WHILE MAINTAINING PRUDENT FINANCIAL STEWARDSHIP AND STRONG PARTNERSHIPS WITH PUBLIC AND PRIVATE STAKEHOLDERS.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $26,350
Program Service Revenue $1,953,623
Investment Income $1,361,013
Other Revenue $49,109
TOTAL REVENUE $3,390,095

Expense Breakdown

Grants Paid $0
Salaries & Benefits $857,919
Fundraising Expenses $29,906
Program Expenses $2,300,099
Other Expenses $1,603,717
TOTAL EXPENSES $2,461,636

Year-over-Year Comparison

2024 2023 Change
Revenue $3,390,095 $2,611,828 +0.3%
Expenses $2,461,636 $2,685,476 -0.1%
Net Income $928,459 $-73,648 -13.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
11
Independent Members
11
Employees
8
Volunteers
11

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
$214,412
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CARI JONES BOARD CHAIR 2.00
Officer Director
$0 $0 $0
KIM GRAHAM BOARD VICE CHAIR 1.00
Officer Director
$0 $0 $0
TAMMIE RHODES BOARD TREASURER 1.00
Officer Director
$0 $0 $0
MARY RECA TODD BOARD SECRETARY 1.00
Officer Director
$0 $0 $0
VERONICA CLEMMONS BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID GITLIN BOARD MEMBER 1.00
Director
$0 $0 $0
KORY JETER BOARD MEMBER 1.00
Director
$0 $0 $0
SHERYL FORTUNE BOARD MEMBER 1.00
Director
$0 $0 $0
SHAUN GOLDEN BOARD MEMBER 1.00
Director
$0 $0 $0
LATONYA SHOAF BOARD MEMBER 1.00
Director
$0 $0 $0
JEFF STAUDINGER BOARD MEMBER 1.00
Director
$0 $0 $0
WILLIAM BOLSTAD EXECUTIVE DIRECTOR 50.00
Officer
$196,707 $17,705 $214,412
JILL V WEAVER ACCOUNTING MANAGER 40.00
Highest
$141,557 $22,692 $164,249
JIMMY ROYSTER SENIOR PROJECT MANAGER 40.00
Highest
$148,436 $14,336 $162,772
LISA LEMOS ASSET MANAGER 40.00
Highest
$118,855 $21,034 $139,889
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
2024 $3,390,095 $2,461,636 $13,825,405 $928,459
2023 $2,611,828 $2,685,476 $17,585,293 $-73,648
2022 $3,157,936 $2,643,732 $17,811,638 $514,204
2021 $3,061,867 $2,475,926 $17,779,352 $585,941
2020 $2,182,288 $1,482,836 $10,983,237 $699,452
2019 $3,097,370 $1,992,512 $13,079,598 $1,104,858
2018 $1,358,961 $835,253 $4,513,207 $523,708
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