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Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$11.3M
Program Spending
96%
of total expenses go to program services
Total Contributions
$11.9K
Total Expenses
▼$20.4M
Total Assets
$458.3M
Total Liabilities
▼$1.1M
Net Assets
$457.3M
Officer Compensation
→$827.3K
Other Salaries
$409.9K
Investment Income
$10.6M
Fundraising
▼N/A
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2024 · Source: IRS e-Filed Form 990
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
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| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023IRS e-File | $11.3M | $11.9K | $20.4M | $458.3M | $457.3M |
| 2022 | $13.1M | $2.6M | $36.4M | $392M | $390.9M |
| 2021 | $12.2M | $511.7K | $14.6M | $439.2M | $438M |
| 2020 | $13.7M | $5.3M | $14.3M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Maxey J Roberts | Managing Director/board Member | 40 | $362.5K | $0 | $1,730 | $364.3K |
| Brad B Roberts | Chief Financial Officer | 40 | $264K | $0 | $2,134 | $266.1K |
| H Wade Faulkner | Investment Manager | 40 | $187.8K | $0 | $25.2K | $213K |
| Lowell J Bonds | Secretary/board Member | 1 | $0 | $0 | $0 | $0 |
| Robert P Hall | Treasurer/board Member | 1 | $0 | $0 | $0 | $0 |
| John Mcmillan | President/board Member | 1 | $0 | $0 | $0 | $0 |
| Gregory Luce | Vice President/board Member | 1 | $0 | $0 | $0 | $0 |
Maxey J Roberts
Managing Director/board Member
$364.3K
Hrs/Wk
40
Compensation
$362.5K
Related Orgs
$0
Other
$1,730
Brad B Roberts
Chief Financial Officer
$266.1K
Hrs/Wk
40
Compensation
$264K
Related Orgs
$0
Other
$2,134
H Wade Faulkner
Investment Manager
$213K
Hrs/Wk
40
Compensation
$187.8K
Related Orgs
$0
Other
$25.2K
Lowell J Bonds
Secretary/board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Robert P Hall
Treasurer/board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
John Mcmillan
President/board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Gregory Luce
Vice President/board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Alexis Atkins | Board Member | 1 | $0 | $0 | $0 | $0 |
| Anjanetta Davis | Board Member (beg. 3/7/2024) | 1 | $0 | $0 | $0 | $0 |
| Arlene Mitchell | Board Member | 1 | $0 | $0 | $0 | $0 |
| D Lynn Dyess | Board Member | 1 | $0 | $0 | $0 | $0 |
| Damian J Collins | Board Member | 1 | $0 | $0 | $0 | $0 |
| Don Word | Board Member |
Alexis Atkins
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Anjanetta Davis
Board Member (beg. 3/7/2024)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Arlene Mitchell
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| $389.8M |
| $389M |
| 2019 | $12.3M | $4.1M | $13.7M | $386.1M | $385.2M |
| 2018 | $9.9M | $1.1M | $13.6M | $376.7M | $375.7M |
| 2017 | $10.1M | $57.6K | $13.2M | $367.5M | $366.6M |
| 2016 | $6.4M | $8,000 | $13.9M | $355.5M | $354.6M |
| 2015 | $8.3M | $16.1K | $8.1M | $364.8M | $363.5M |
| 2014 | $7.2M | $56.9K | $8.1M | $329.3M | $324.4M |
| 2013 | $6.7M | $16.3K | $8.1M | $308.1M | $299.4M |
| 2012 | $4.7M | $195.6K | $8M | $297M | $284.5M |
| 2011 | $5.5M | $22.2K | $7.6M | $300M | $284.2M |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
| Elizabeth Vandewaa | Board Member | 1 | $0 | $0 | $0 | $0 |
| Isabel Z Brown | Board Member | 1 | $0 | $0 | $0 | $0 |
| James H Crosby | Board Member | 1 | $0 | $0 | $0 | $0 |
| John T Whiddon | Board Member | 1 | $0 | $0 | $0 | $0 |
| Josiah R Bonner Jr | Board Member | 1 | $0 | $0 | $0 | $0 |
| Margaret D Young | Board Member (deceased 12/11/2023) | 1 | $0 | $0 | $0 | $0 |
| Nolan C Leake | Board Member | 1 | $0 | $0 | $0 | $0 |
| Normond B Mcallister Jr | Board Member | 1 | $0 | $0 | $0 | $0 |
| Otha Lee Biggs | Board Member | 1 | $0 | $0 | $0 | $0 |
| Robin Mcnair | Board Member (beg. 12/11/2023) | 1 | $0 | $0 | $0 | $0 |
| W Allen Carroll Jr | Board Member | 1 | $0 | $0 | $0 | $0 |
D Lynn Dyess
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Damian J Collins
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Don Word
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Elizabeth Vandewaa
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Isabel Z Brown
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
James H Crosby
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
John T Whiddon
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Josiah R Bonner Jr
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Margaret D Young
Board Member (deceased 12/11/2023)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Nolan C Leake
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Normond B Mcallister Jr
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Otha Lee Biggs
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Robin Mcnair
Board Member (beg. 12/11/2023)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
W Allen Carroll Jr
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0