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Linden Lodge Foundation

Tax-deductible

Aberdeen, NC501(c)(3)Mental HealthEIN 27-2278170Revenue $266K in FY2023

On file with the IRSlindenlodgenc.org2251 Linden Rd, 28315-5625 · Aberdeen, NCTax-exempt since Apr 2011Publicly supported charity — 170(b)(1)(A)(vi)

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To provide a high quality of life for all residents ongoing improvement and increased self esteem and the ultimate elimination of the stigma against those with persistent and permanent mental illness.

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
Run by 20 volunteers and 8 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 3
filings with a surplus
Average surplus $6K a year · 3% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$28K
to officers and key staff · 11% of spending
Top officer’s pay lower than 84% of similar orgs
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
15 mo
of spending, in cash
Looks good: 14.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $6K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$7K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$266K
-8% vs prior year
Spent
$250K
To programs
78%
Net assets
$686K
By yearFY2021–FY2023
Revenue
$266K
FY2023▼ -8%
Tap a bar for its year
Revenue by fiscal year
FY2021$184K
FY2022$291K
FY2023$266K
Expenses
$250K
FY2023▼ -7%
Tap a bar for its year
Expenses by fiscal year
FY2021$202K
FY2022$270K
FY2023$250K
Net assets
$686K
FY2023▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2021$649K
FY2022$670K
FY2023$686K

From the FY2023 Form 990 (year ending April 2023) · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023. IRS ruling in Apr 2011.

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

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $195K Management & general 21% · $53K Fundraising 1% · $2K

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

7 people listed on the 990; $28K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Dakota Hill
Executive Di
$28,445Pt VII · Sec A
Kay Howery
Treasurer
$0Pt VII · Sec A
Marianne Kerman
Board Member
$0Pt VII · Sec A
Carrie Valete
Board Member
$0Pt VII · Sec A
Beth Sevens
Chairperson
$0Pt VII · Sec A
John Purnell
Secretary
$0Pt VII · Sec A
Kay Labare
Vice Chair
$0Pt VII · Sec A

Dakota Hill’s $28K as Executive Di is at the 16th percentile of top reported officer pay among 2094 $100K–1M mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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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

Improves lives and reduces stigma for people with persistent mental illness.

Questions for Linden Lodge Foundation

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Provided by the organization

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1 program · $195K · in their own filed words · FY2022
01

High quality of life for residents

$195Kprogram expense

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 · FY2023
Fidelity Investments Charitable Gift FundFY2023$6K
Amazonsmile FoundationFY2023$103
Total grants receivedfrom 2 funders$6K

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$266K
Ln 12
Gifts and grantsLn 1h$157K
Fees for servicesLn 2g$107K
Other incomeLn 4–11$3K
Money outPt IX
$250K
Ln 25
Programscol B$195K
Managementcol C$53K
Fundraisingcol D$2K
Owns and owesPt X
$686K
net assets · Ln 32
Cash and savingsLn 1–2$304K
Total assetsLn 16$694K
LiabilitiesLn 26$7K
PeoplePt VI, VII
7
listed · VII A
PaidVII A1
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$157K
Government grantsLn 1e$157K
Fees for servicesLn 2g$107K
Investment incomeLn 3$179
Other incomeLn 4–11$3K
Total revenueLn 12$266K
Assets in detailPt X, end of year
CashLn 1$304K
Cash and savings togetherLn 1–2$304K
Land, buildings, equipmentLn 10c$389K
Total assetsLn 16$694K
LiabilitiesLn 26$7K
Net assetsLn 32$686K
OperationsPt I, VI
EmployeesI 58
VolunteersI 620
Fiscal year endsHeaderApril
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$264K$304K
Land, buildings, equipmentLn 10c$407K$389K
Total assetsLn 16$673K$694K
LiabilitiesLn 26$3K$7K
Net assetsLn 32$670K$686K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$145K$101K$43K
Payroll taxesLn 10$13K$9K$4K
Accounting feesLn 11c$4K$4K
Other fees for servicesLn 11g$2K$305$2K
Advertising and promotionLn 12$599$599
Office expensesLn 13$11K$10K$379
OccupancyLn 16$34K$34K
TravelLn 17$705$649$56
Conferences, conventions and meetingsLn 19$3K$3K
Depreciation, depletion and amortizationLn 22$17K$17K
InsuranceLn 23$20K$18K$2K
Total functional expensesLn 25$250K$195K$53K$2K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest Viewing $266K$250K$17K$686K 990 PDF
FY2022 $291K$270K$21K$670K 990 PDF
FY2021 $184K$202K−$18K$649K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $266,266 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $138,478$156,723
I-9 Program service revenuePrior year $125,832$106,549
I-10 Investment incomePrior year $59$179
I-11 Other revenuePrior year $26,301$2,815
I-12 Total revenuePrior year $290,670$266,266
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $160,191$157,399
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $109,374$92,234
I-18 Total expensesPrior year $269,565$249,633
I-19 Revenue less expensesPrior year $21,105$16,633
Part VI · Governance 7 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $266,266 across 6 lines filed
VIII-1e Government grants$156,723
VIII-1h Total contributions, gifts and grants$156,723
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Excluded from tax $106,549$106,549
VIII-3 Investment incomeRelated to mission $179$179
VIII-8 Net income from fundraising eventsExcluded from tax $2,815$2,815
VIII-12 Total revenueRelated to mission $179 · Excluded from tax $109,364$266,266
Part IX · Statement of functional expenses $249,633 across 11 lines filed
IX-7 Other salaries and wagesPrograms $101,210 · Management $43,376$144,586
IX-10 Payroll taxesPrograms $8,969 · Management $3,844$12,813
IX-11c Accounting feesManagement $3,685$3,685
IX-11g Other fees for servicesPrograms $305 · Fundraising $1,559$1,864
IX-12 Advertising and promotionPrograms $599$599
IX-13 Office expensesPrograms $10,427 · Management $379$10,806
IX-16 OccupancyPrograms $34,043$34,043
IX-17 TravelPrograms $649 · Management $56$705
IX-19 Conferences, conventions and meetingsPrograms $3,082$3,082
IX-22 Depreciation, depletion and amortizationPrograms $17,484$17,484
IX-23 InsurancePrograms $18,369 · Management $1,597$19,966
IX-25 Total functional expensesPrograms $195,137 · Management $52,937 · Fundraising $1,559$249,633
Part X · Balance sheet $693,549 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $264,004$304,426
X-10c Land, buildings and equipment, netStart of year $406,607$389,123
X-16 Total assetsStart of year $672,712$693,549
X-17 Accounts payable and accrued expensesStart of year $2,984$7,188
X-26 Total liabilitiesStart of year $2,984$7,188
X-27 Net assets without donor restrictionsStart of year $669,728$686,361
X-32 Total net assets or fund balancesStart of year $669,728$686,361
X-33 Total liabilities and net assetsStart of year $672,712$693,549
Part XI · Reconciliation of net assets $686,361 net assets at year end
XI-1 Total revenue$266,266
XI-2 Total expenses$249,633
XI-3 Revenue less expenses$16,633
XI-4 Net assets at start of year$669,728
XI-10 Net assets at end of year$686,361

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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