Nonprofit · EIN 55-0909173
NORTH CAROLINA COALITION ON AGING
Tax-exempt · RALEIGH, NC 27605
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $146,757 | $126,532 | $20,225 | $165,925 | – | $165,925 |
| December 31, 2024 | 990-EZ | $115,743 | $113,697 | $2,046 | $145,699 | – | $145,699 |
| December 31, 2023 | 990-EZ | $157,434 | $133,488 | $23,946 | $143,653 | – | $143,653 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $97,367
- Program service revenue
- $45,395
- Investment income
- $3,584
- Other revenue
- $411
Expenses
- Compensation of officers, directors and key employees
- $67,833
- Salaries, compensation and benefits (total)
- $73,022
- Professional fees and payments to contractors
- $33,783
- Other expenses
- $19,727
- Program services (functional)
- $126,532
Balance sheet and other
- Total assets, start of year
- $145,700
- Total assets, end of year
- $165,925
- Total liabilities, end of year
- –
- Net assets, end of year
- $165,925
- Cash, savings and investments
- $165,925
- Gross receipts
- $146,757
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA PHELPS | EXEC DIR | 40 | $67,833 |
| MARY BETHEL | BOARD CHAIR | 40 | $0 |
| ADAM SCHOLAR | VICE CHAIR | 3 | $0 |
| LEE DOBSON | SECRETARY/TR | 3 | $0 |
| DERYL DAVIS FULMER | DIRECTOR | 2 | $0 |
| MARY WILLIAMS-STOVER | DIRECTOR | 2 | $0 |
| LESS GELLER | DIRECTOR | 2 | $0 |
| KAY CASTILLO | DIRECTOR | 2 | $0 |
| LEE LITTLE | DIRECTOR | 2 | $0 |
| KATIE KUTCHER | DIRECTOR | 2 | $0 |
| MIKE KONDRATICK | DIRECTOR | 2 | $0 |
| TERESA TROUP | DIRECTOR | 2 | $0 |
990-EZ for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARRIE DUGAS | EXEC DIR FEB | 40 | $45,516 |
| MARY BETHEL | BOARD CHAIR | 40 | $0 |
| ADAM SCHOLAR | VICE CHAIR | 3 | $0 |
| RICHARD CHADY | SECRETARY/TR | 3 | $0 |
| DERYL DAVIS FULMER | DIRECTOR | 2 | $0 |
| MARY WILLIAMS-STOVER | DIRECTOR | 2 | $0 |
| LESS GELLER | DIRECTOR | 2 | $0 |
| KAY CASTILLO | DIRECTOR | 2 | $0 |
| LEE LITTLE | DIRECTOR | 2 | $0 |
| KATIE KUTCHER | DIRECTOR | 2 | $0 |
| LEE DOBSON | DIRECTOR | 2 | $0 |
| SANDRA PHELPS | EXEC DIR | 0 | $0 |
990-EZ for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEATHER BURKHARDT | EXE DIR JAN - AUG | 45 | $45,360 |
| TRISH FARNHAM | EXE DIR SEP - DEC | 35 | $19,332 |
| MARY BETHEL | BOARD CHAIR | 35 | $0 |
| ADAM SHOLAR | VICE CHAIR | 2.5 | $0 |
| DICK CHADY | SECRETARY / TREAS. | 2.5 | $0 |
| DERYL DAVIS FULMER | DIRECTOR | 2.5 | $0 |
| MARY WILLIAMS - STOVER | DIRECTOR | 2.5 | $0 |
| LESS GELLER | DIRECTOR | 2.5 | $0 |
| KAY CASTILLO | DIRECTOR | 2 | $0 |
| MARTHA FOWLER | DIRECTOR | 2 | $0 |
| KATIE KUTCHER | DIRECTOR | 2 | $0 |
| LEE DOBSON | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 12762, RALEIGH, NC 27605-2762
- In care of
- % RICHARD C HATCH
- Mailing address (990-N for 2019)
- PO Box 12762, Raleigh NC 27605
- Signed the 990-EZ
- SANDRA PHELPS, EXEC DIR
- Phone
- (964) 275-5682
- Website
- www.nccoalitiononaging.org
- Return prepared by
- JEFF HALE CPA PA
Mission
IMPROVE THE QUALITY OF LIFE FOR OLDER NORTH CAROLINIANS.
Program accomplishments
- EDUCATION - PROVIDE TIMELY INFO ON POLICY & PROGRAMS IMPACTING OLDER NORTH CAROLIANIANS & THEIR CAREGIVERS.Expenses $126,532
- HOSTED STEERING COMMITTEE TO STRATEGIZE ADDRESSING POLICY BARRIERS TO RECRUITMENT OF THE WORKFORCE.
- TRAINING TO GROUPSON TOPICS RE CAREGIVING, LEGISLATIVE UPDATES, DEMOGRAPHICS & WORKFORCE SHORTAGE.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 55-0909173
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P01)
- Assets (IRS master file)
- $165,925
- Income (IRS master file)
- $146,757
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $146,757 | $126,532 | $165,925 | IRS |
| 990-EZ | December 2024 | $115,743 | $113,697 | $145,699 | IRS |
| 990-EZ | December 2023 | $157,434 | $133,488 | $143,653 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-N for 2019 | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 55-0909173).
Questions about NORTH CAROLINA COALITION ON AGING
- What is the EIN of NORTH CAROLINA COALITION ON AGING?
- The employer identification number (EIN) of NORTH CAROLINA COALITION ON AGING is 55-0909173.
- Is NORTH CAROLINA COALITION ON AGING tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to NORTH CAROLINA COALITION ON AGING tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NORTH CAROLINA COALITION ON AGING file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NORTH CAROLINA COALITION ON AGING due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTH CAROLINA COALITION ON AGING last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of NORTH CAROLINA COALITION ON AGING?
- The 990-EZ for the year ended December 31, 2025 lists 12 people; 1 received compensation from the organization, the highest $67,833 (SANDRA PHELPS, EXEC DIR).
- How much revenue does NORTH CAROLINA COALITION ON AGING have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $146,757, expenses of $126,532 and total assets of $165,925 at year end.
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