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Latta Place INC FY2020 filing

Huntersville, NCUnknown exempt organization EIN 23-7296889Revenue $264K in FY2020

On file with the IRSlattaplantation.orgPo Box 2273 · Huntersville, NC

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Exhibition and educational tours explaining life and times of early colonial life through Latta Plantation historical site.

90¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 2
filings with a surplus
Average deficit $22K a year · 9% of revenue · last 2 filings
Concern: a surplus in 0 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
1 mo
of spending, in cash
Fine: 1.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $5
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$13K
8% of total assets
Looks good: liabilities are 8% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 8 voting members
Looks good: 7 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$264K
Spent
$283K
To programs
90%
Net assets
$162K
By yearFY2020–FY2022
Revenue
$264K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$264K
FY2021$221K
FY2022$9K
Expenses
$283K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$283K
FY2021$247K
FY2022Not on file
Net assets
$162K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$162K
FY2021$137K
FY2022$0

From the FY2020 Form 990 (year ending June 2020) · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2022) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $256K Management & general 10% · $27K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
Kendall Kendrick
Board Vice-C
$0Pt VII · Sec A
Sarah Moore
Secretary
$0Pt VII · Sec A
Kristin Toler
Board Chair
$0Pt VII · Sec A
See Latta Place INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Explains early colonial life through historical site tours and exhibits.

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Provided by the organization

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1 program · in their own filed words · FY2019
01

Exhibition and educational tours to explain life and times of early colonial life at historic latta plantation.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2022
Amazonsmile FoundationFY2022$5
Total grants receivedfrom 1 funder$5

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$264K
Ln 12
Fees for servicesLn 2g$161K
Gifts and grantsLn 1h$102K
Other incomeLn 4–11$824
Money outPt IX
$283K
Ln 25
Programscol B$256K
Managementcol C$27K
Owns and owesPt X
$162K
net assets · Ln 32
Cash and savingsLn 1–2$29K
Total assetsLn 16$176K
LiabilitiesLn 26$13K
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$102K
Government grantsLn 1e$50K
Fees for servicesLn 2g$161K
Investment incomeLn 3$12
Other incomeLn 4–11$824
Total revenueLn 12$264K
Assets in detailPt X, end of year
CashLn 1$15K
SavingsLn 2$14K
Cash and savings togetherLn 1–2$29K
Land, buildings, equipmentLn 10c$131K
Total assetsLn 16$176K
LiabilitiesLn 26$13K
Net assetsLn 32$162K
OperationsPt I, VI
EmployeesI 512
VolunteersI 620
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$25K$29K
Land, buildings, equipmentLn 10c$152K$131K
Total assetsLn 16$192K$176K
LiabilitiesLn 26$11K$13K
Net assetsLn 32$182K$162K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$165K$165K
Other fees for servicesLn 11g$64K$40K$23K
Advertising and promotionLn 12$5K$5K
Office expensesLn 13$6K$3K$3K
OccupancyLn 16$11K$11K
TravelLn 17$986$986
Depreciation, depletion and amortizationLn 22$21K$21K
InsuranceLn 23$10K$10K
Total functional expensesLn 25$283K$256K$27K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 Latest $9K$0 990 PDF
FY2021 $221K$247K−$25K$137K 990 PDF
FY2020 Viewing $264K$283K−$19K$162K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $263,741 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $91,313$101,801
I-9 Program service revenuePrior year $240,971$161,104
I-10 Investment incomePrior year $18$12
I-11 Other revenuePrior year −$4,026$824
I-12 Total revenuePrior year $328,276$263,741
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $260,305$164,598
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $162,623$118,609
I-18 Total expensesPrior year $422,928$283,207
I-19 Revenue less expensesPrior year −$94,652−$19,466
Part VI · Governance 7 of 8 board members independent, 4 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members7
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $263,741 across 7 lines filed
Lines not itemized here account for $824 of total revenue; see the IRS return.
VIII-1b Membership dues$7,219
VIII-1e Government grants$50,225
VIII-1f All other contributions, gifts and grants$44,357
VIII-1h Total contributions, gifts and grants$101,801
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $161,104$161,104
VIII-3 Investment incomeRelated to mission $12$12
VIII-12 Total revenueRelated to mission $161,940$263,741
Part IX · Statement of functional expenses $283,207 across 8 lines filed
IX-7 Other salaries and wagesPrograms $164,598$164,598
IX-11g Other fees for servicesPrograms $40,376 · Management $23,286$63,662
IX-12 Advertising and promotionPrograms $4,599$4,599
IX-13 Office expensesPrograms $3,209 · Management $3,039$6,248
IX-16 OccupancyPrograms $11,459$11,459
IX-17 TravelManagement $986$986
IX-22 Depreciation, depletion and amortizationPrograms $21,309$21,309
IX-23 InsurancePrograms $10,346$10,346
IX-25 Total functional expensesPrograms $255,896 · Management $27,311 · Fundraising $0$283,207
Part X · Balance sheet $175,552 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $10,970$15,321
X-2 Savings and temporary cash investmentsStart of year $14,140$14,152
X-8 Inventories for sale or useStart of year $9,592$9,851
X-9 Prepaid expenses and deferred chargesStart of year $5,514$5,514
X-10c Land, buildings and equipment, netStart of year $152,024$130,714
X-16 Total assetsStart of year $192,241$175,552
X-17 Accounts payable and accrued expensesStart of year $8,102$10,880
X-24 Unsecured notes and loans payableStart of year $2,485$2,485
X-26 Total liabilitiesStart of year $10,587$13,365
X-27 Net assets without donor restrictionsStart of year $181,654$162,187
X-32 Total net assets or fund balancesStart of year $181,654$162,187
X-33 Total liabilities and net assetsStart of year $192,241$175,552
Part XI · Reconciliation of net assets $162,187 net assets at year end
XI-1 Total revenue$263,741
XI-2 Total expenses$283,207
XI-3 Revenue less expenses−$19,466
XI-4 Net assets at start of year$181,654
XI-9 Other changes in net assets−$1
XI-10 Net assets at end of year$162,187

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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