Lumbee Land Development INC FY2021 filing

Tax-deductible

Pembroke, NC501(c)(3)Since 2008Human ServicesEIN 56-2259380Revenue $37.0M in FY2021

On file with the IRS6984 NC Highway 711, 28372-7377 · Pembroke, NCTax-exempt since Mar 2011Publicly supported charity — 170(b)(1)(A)(vi)

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Provide services to tribal members relating to low-income housing assistance, energy assistance, vocational rehabilitation, cultural services, career Development, opioid addiction/recovery, and veteran services.

501(c)(3) charity; gifts are tax-deductible.
69¢ of each $1 spent went to programs.
$242K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $6.4M a year · 16% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
69%
of spending
Fine: 69% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$242K
to officers and key staff · 0.9% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
11 mo
of spending, in cash
Looks good: 10.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $18K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$27.0M
26% of total assets
Looks good: liabilities are 26% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$37.0M
+19% vs prior year
Spent
$26.4M
To programs
69%
Net assets
$77.6M
By yearFY2020–FY2025
Revenue
$37.0M
FY2021▲ +19%
Tap a bar for its year
Revenue by fiscal year
FY2020$30.9M
FY2021$37.0M
FY2022$47.1M
FY2023$50.5M
FY2024$38.2M
FY2025$38.2M
Expenses
$26.4M
FY2021▲ +22%
Tap a bar for its year
Expenses by fiscal year
FY2020$21.6M
FY2021$26.4M
FY2022$36.8M
FY2023$56.4M
FY2024$30.2M
FY2025$32.3M
Net assets
$77.6M
FY2021▲ +16%
Tap a bar for its year
Net assets by fiscal year
FY2020$67.1M
FY2021$77.6M
FY2022$88.0M
FY2023$82.1M
FY2024$90.1M
FY2025$96.0M

From the FY2021 Form 990 (year ending September 2021) · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2011.

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

Where the money goes

69 cents of each dollar spent went to programs.

Program services 69% · $18.1M Management & general 31% · $8.3M

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

23 people listed on the 990; $242K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Administrator
$122,413Pt VII · Sec A
$6,500Pt VII · Sec A
$5,500Pt VII · Sec A
Treasurer
$5,500Pt VII · Sec A
Tribal Council
$5,500Pt VII · Sec A
Vice Chairman
$5,500Pt VII · Sec A
Secretary
$5,500Pt VII · Sec A
Tribal Council
$5,500Pt VII · Sec A

Ricky Harris’s $173K as Tribal Administrator is at the 31st percentile of top reported officer pay among 3122 $10–100M human services 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.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Ricky Harris$172,832$172,856$172,856———
Tammy Maynor$158,616$155,394$155,394$131,836$122,413$110,546
Danielle McLean$157,199$155,726$155,726$102,149——
Sharon O Bell$156,024$153,081$153,081$103,762——
Freda Porter—————$123,837
Anthony Pevia$105,010$103,441$103,441———
Bradley Locklear$103,994—————
Bobby Emanuel$9,000$8,400————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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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

Provides low-income housing, energy assistance, vocational training, addiction recovery, and cultural services to support Lumbee tribal members and veterans.

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Provided by the organization

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3 programs · $18.1M · in their own filed words · FY2020
01

Housing

The lumbee tribal housing program began in october 2001 to provide low-income tribal members with safe, sanitary, and decent housing. This program rehabilitates existing homes, replaces dilapidated homes with mobile homes, rental assistance, down payment assistance on the purchase of a home, construction of a home, and temporary housing…

$11.6Mprogram expense
02

Vocational Rehabilitation

The lumbee tribe provides services to individuals with disabilities to guide them in the direction of gainful employment. This program is funded by the department of education. These services can be in the form of health services, education, providing necessary job tools, and on-the-job training.

$4.3Mprogram expense
03

Energy Assistance

The lumbee tribe has an energy program that is funded by the department of health and human services. This program addresses the heating and cooling needs of low-income american indian households. This program services approximately 6,000 families annually.

$2.2Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
Grants paid · 73 grants · $30.7M · 2019–2024
Unitemized GrantFY2024$1,799,049
Unitemized GrantFY2024$1,089,392
Unitemized GrantFY2024$955,929
Unitemized GrantFY2024$912,500
Unitemized GrantFY2024$911,603
Unitemized GrantFY2024$596,528
Unitemized GrantFY2024$259,179
Unitemized GrantFY2024$250,687
Unitemized GrantFY2024$152,027
Unitemized GrantFY2024$121,500
Unitemized GrantFY2024$77,756
Unitemized GrantFY2024$69,638
Unitemized GrantFY2024$39,888
Unitemized GrantFY2024$25,405
Unitemized GrantFY2021$1,621,099
Unitemized GrantFY2021$1,073,407
Unitemized GrantFY2021$1,052,301
Unitemized GrantFY2021$830,926
See all 73 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$37.0M
Ln 12
Gifts and grantsLn 1h$34.8M
Fees for servicesLn 2g$1.6M
Investment incomeLn 3$540K
Money outPt IX
$26.4M
Ln 25
Programscol B$18.1M
Managementcol C$8.3M
Owns and owesPt X
$77.6M
net assets · Ln 32
Cash and savingsLn 1–2$23.7M
Total assetsLn 16$104.6M
LiabilitiesLn 26$27.0M
PeoplePt VI, VII
23
listed · VII A
PaidVII A23
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$34.8M
Government grantsLn 1e$33.3M
Fees for servicesLn 2g$1.6M
Investment incomeLn 3$540K
Other incomeLn 4–11$20K
Total revenueLn 12$37.0M
Assets in detailPt X, end of year
CashLn 1$23.3M
SavingsLn 2$419K
Cash and savings togetherLn 1–2$23.7M
Land, buildings, equipmentLn 10c$45.4M
Other assetsLn 15$19.4M
Total assetsLn 16$104.6M
LiabilitiesLn 26$27.0M
Net assetsLn 32$77.6M
OperationsPt I, VI
EmployeesI 5201
VolunteersI 615
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$4.1M$23.7M
Land, buildings, equipmentLn 10c$40.2M$45.4M
Total assetsLn 16$74.3M$104.6M
LiabilitiesLn 26$7.2M$27.0M
Net assetsLn 32$67.1M$77.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$7.7M$7.7M
Pay of current officers, directors and key staffLn 5$242K$242K
Other salaries and wagesLn 7$5.9M$4.2M$1.7M
Pension plan contributionsLn 8$380K$289K$91K
Other employee benefitsLn 9$1.1M$829K$238K
Payroll taxesLn 10$643K$482K$161K
Legal feesLn 11b$5K$468$5K
Accounting feesLn 11c$75K$6K$69K
Other fees for servicesLn 11g$3.6M$448K$3.2M
Advertising and promotionLn 12$171K$59K$112K
Office expensesLn 13$1.0M$387K$619K
Information technologyLn 14$245K$22K$222K
OccupancyLn 16$298K$143K$155K
TravelLn 17$76K$39K$38K
InterestLn 20$75K$75K
Depreciation, depletion and amortizationLn 22$1.2M$1.2M
InsuranceLn 23$636K$363K$274K
Other expenses (24a–d)Ln 24$2.5M$2.5M$7K
All other expensesLn 24e$494K$332K$162K
Total functional expensesLn 25$26.4M$18.1M$8.3M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $38.2M$32.3M$5.9M$96.0M 990 PDF
FY2024 $38.2M$30.2M$8.0M$90.1M 990 PDF
FY2023 $50.5M$56.4M−$5.9M$82.1M 990 PDF
FY2022 $47.1M$36.8M$10.3M$88.0M 990 PDF
FY2021 Viewing $37.0M$26.4M$10.6M$77.6M 990 PDF
FY2020 $30.9M$21.6M$9.4M$67.1M 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 FY2021 990 (6 parts)
Part I · Summary $36,954,542 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $28,870,005$34,761,782
I-9 Program service revenuePrior year $1,506,234$1,633,533
I-10 Investment incomePrior year $547,786$539,556
I-11 Other revenuePrior year $5,844$19,671
I-12 Total revenuePrior year $30,929,869$36,954,542
I-13 Grants and similar amounts paidPrior year $7,526,338$7,742,616
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $7,232,867$8,187,387
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $6,820,304$10,472,758
I-18 Total expensesPrior year $21,579,509$26,402,761
I-19 Revenue less expensesPrior year $9,350,360$10,551,781
Part VI · Governance 5 of 5 board members independent, 2 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-13 Written whistleblower policyNo
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-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $36,954,542 across 7 lines filed
Lines not itemized here account for $16,058 of total revenue; see the IRS return.
VIII-1e Government grants$33,268,167
VIII-1f All other contributions, gifts and grants$1,493,615
VIII-1h Total contributions, gifts and grants$34,761,782
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,617,475$1,617,475
VIII-3 Investment incomeExcluded from tax $539,556$539,556
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $19,671$19,671
VIII-12 Total revenueRelated to mission $1,653,204 · Unrelated business $0 · Excluded from tax $539,556$36,954,542
Part IX · Statement of functional expenses $26,402,761 across 19 lines filed
IX-2 Grants to domestic individualsPrograms $7,742,616$7,742,616
IX-5 Pay of current officers, directors and key staffPrograms $241,538$241,538
IX-7 Other salaries and wagesPrograms $4,197,984 · Management $1,657,761$5,855,745
IX-8 Pension plan contributionsPrograms $289,351 · Management $90,724$380,075
IX-9 Other employee benefitsPrograms $829,192 · Management $237,704$1,066,896
IX-10 Payroll taxesPrograms $481,964 · Management $161,169$643,133
IX-11b Legal feesPrograms $468 · Management $4,839$5,307
IX-11c Accounting feesPrograms $6,182 · Management $68,571$74,753
IX-11g Other fees for servicesPrograms $448,382 · Management $3,176,372$3,624,754
IX-12 Advertising and promotionPrograms $58,745 · Management $111,975$170,720
IX-13 Office expensesPrograms $387,115 · Management $619,424$1,006,539
IX-14 Information technologyPrograms $22,255 · Management $222,302$244,557
IX-16 OccupancyPrograms $142,631 · Management $155,262$297,893
IX-17 TravelPrograms $38,520 · Management $37,772$76,292
IX-20 InterestManagement $75,471$75,471
IX-22 Depreciation, depletion and amortizationManagement $1,247,734$1,247,734
IX-23 InsurancePrograms $362,672 · Management $273,707$636,379
IX-24 Other expenses (24a–d)Programs $2,511,678 · Management $6,619$2,518,297
IX-24e All other expensesPrograms $332,235 · Management $161,827$494,062
IX-25 Total functional expensesPrograms $18,093,528 · Management $8,309,233 · Fundraising $0$26,402,761
Part X · Balance sheet $104,644,049 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $3,701,452$23,322,459
X-2 Savings and temporary cash investmentsStart of year $415,708$418,531
X-3 Pledges and grants receivableStart of year $8,572,611$12,411,526
X-4 Accounts receivableStart of year $3,535,961$3,646,431
X-10c Land, buildings and equipment, netStart of year $40,239,859$45,420,605
X-15 Other assetsStart of year $17,796,722$19,424,497
X-16 Total assetsStart of year $74,262,313$104,644,049
X-17 Accounts payable and accrued expensesStart of year $3,992,303$24,046,925
X-26 Total liabilitiesStart of year $7,193,254$27,023,209
X-32 Total net assets or fund balancesStart of year $67,069,059$77,620,840
X-33 Total liabilities and net assetsStart of year $74,262,313$104,644,049
Part XI · Reconciliation of net assets $77,620,840 net assets at year end
XI-1 Total revenue$36,954,542
XI-2 Total expenses$26,402,761
XI-3 Revenue less expenses$10,551,781
XI-4 Net assets at start of year$67,069,059
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$77,620,840

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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