North Carolina Joint Underwriting Association

Raleigh, NC
Tax-exempt since April 1971
EIN: 56-1222676

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Type of Nonprofit

Designated as a 501(c)(6) Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Revenue

$166M (2023)

Expenses

$158M (2023)

Total Assets

$178M (2023)

Total Liabilities

$150M (2023)

Years with multiple filings

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$165,509,271

Expenses

$158,154,651

Net Income

$7,354,620

Net Assets

$27,785,798

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$161,833,930	97.8%
Investment Income	$3,047,124	1.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$1,534
Net Inventory Sales	$0
Other Revenue	$629,751	0.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$642,844	0.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$5,268,348	3.3%

Assets/Debt
Total Assets	$177,588,155
Total Liabilities	$149,802,357
Net Assets	$27,785,798

Compensation

Key Employees and Officers	Compensation	Related	Other
Dianne Hardy (Chief Executive Officer)	$514,921	$0	$47,702
Alvin Ashworth (Chief Operating Officer)	$374,965	$0	$51,437
Robert Eades (Chief Claims Officer)	$273,827	$0	$49,076
Tekeela Barnes (Chief Information Officer)	$257,817	$0	$46,985
Sonya Champion (Director Of Human Resources)	$248,458	$0	$31,235
Mick Quinlan (Director Of It (From Apr '23))	$211,760	$0	$32,150
Vicki Fisher (Director Of Claims)	$208,532	$0	$26,263
Regina O'connor (Director Of It (To Mar '23))	$206,223	$0	$45,866
Allen Houck (Chair)	$0	$0	$0
Bob Messier (Chair (To Mar '23))	$0	$0	$0
Eric Hammons (Vice Chair (From Jun '23))	$0	$0	$0
Tina Forsberg (Board Member)	$0	$0	$0
Chris Frisbie (Board Member (To Jun '23))	$0	$0	$0
Alex Garate (Board Member (From Jun '23))	$0	$0	$0
Monica Gardner (Board Member (From Nov '23))	$0	$0	$0
Steve Hall (Board Member (From Jun '23))	$0	$0	$0
Patrick Joyce (Board Member)	$0	$0	$0
Hope Kornegay (Board Member)	$0	$0	$0
Brad Lovin (Board Member)	$0	$0	$0
John Miletti (Board Member)	$0	$0	$0
Jarrette Sampson (Board Member)	$0	$0	$0
Eric Vaith (Board Member)	$0	$0	$0
Patrick Weil (Board Member (To Mar '23))	$0	$0	$0
Reginald Wright (Board Member)	$0	$0	$0
Robert Yancey (Board Member)	$0	$0	$0

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990

Filed on May 7, 2024

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Fiscal Year Ending Dec.
2022

Revenue

$130,581,422

Expenses

$134,189,979

Net Income

-$3,608,557

Net Assets

$22,086,066

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$128,518,042	98.4%
Investment Income	$1,600,747	1.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$13,155
Net Inventory Sales	$0
Other Revenue	$475,788	0.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$682,008	0.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,450,171	3.3%

Assets/Debt
Total Assets	$138,408,796
Total Liabilities	$116,322,730
Net Assets	$22,086,066

Compensation

Key Employees and Officers	Compensation	Related	Other
Dianne Hardy (Chief Executive Officer)	$482,458	$0	$118,799
Alvin Ashworth (Chief Operating Officer)	$347,952	$0	$103,710
Robert Eades (Director Of Claims)	$253,050	$0	$83,419
Sonya Champion (Director Of Hr)	$235,362	$0	$65,835
Tekeela Barnes (Director Of It)	$196,572	$0	$71,585
Vicki Fisher (Claims Manager)	$190,245	$0	$55,170
Vita Wooten (Director Of Underwriting)	$179,645	$0	$65,870
Jacek Seredyniecki (It Manager)	$177,022	$0	$38,375
Mick Quinlan (Chair)	$0	$0	$0
Bob Messier (Vice Chair)	$0	$0	$0
Tina Forsberg (Board Member)	$0	$0	$0
Chris Frisbie (Board Member)	$0	$0	$0
Allen Houck (Board Member)	$0	$0	$0
Patrick Joyce (Board Member)	$0	$0	$0
Hope Kornegay (Board Member)	$0	$0	$0
Brad Lovin (Board Member)	$0	$0	$0
John Miletti (Board Member)	$0	$0	$0
Corise Morrison (Board Member (To Nov '22))	$0	$0	$0
Jarrette Sampson (Board Member)	$0	$0	$0
Eric Vaith (Board Member (From Nov '22))	$0	$0	$0
Patrick Weil (Board Member)	$0	$0	$0
Reginald Wright (Board Member)	$0	$0	$0
Robert Yancey (Board Member)	$0	$0	$0

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990

Filed on May 15, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$111,313,450

Expenses

$109,911,248

Net Income

$1,402,202

Net Assets

$21,532,242

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$109,612,508	98.5%
Investment Income	$1,248,769	1.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$20,510	0.0%
Net Inventory Sales	$0
Other Revenue	$431,663	0.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$541,688	0.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,089,216	3.7%

Assets/Debt
Total Assets	$120,203,040
Total Liabilities	$98,670,798
Net Assets	$21,532,242

Compensation

Key Employees and Officers	Compensation	Related	Other
Dianne Hardy (Chief Executive Officer)	$386,443	$0	$96,903
Alvin Ashworth (Chief Operating Officer)	$269,137	$0	$83,428
Robert Eades (Director Of Claims)	$219,138	$0	$73,468
Sonya Champion (Director Of Hr)	$214,515	$0	$58,839
Tekeela Barnes (Director Of It)	$178,673	$0	$64,746
Vita Wooten (Director Of Underwriting)	$167,423	$0	$61,106
Vicki Fisher (Claims Manager)	$163,573	$0	$56,556
Regina O'connor (Senior Software Application Engineer)	$154,885	$0	$60,400
Mick Quinlan (Chair)	$0	$0	$0
Bob Messier (Vice Chair)	$0	$0	$0
Sean Donnelly (Board Member)	$0	$0	$0
Tina Forsberg (Board Member (From Nov '21))	$0	$0	$0
Chris Frisbie (Board Member (From Nov '21))	$0	$0	$0
Monica Gardner (Board Member (To Nov '21))	$0	$0	$0
Allen Houck (Board Member)	$0	$0	$0
Patrick Joyce (Board Member)	$0	$0	$0
Theresa Judge (Board Member (To Nov '21))	$0	$0	$0
Hope Kornegay (Board Member)	$0	$0	$0
Brad Lovin (Board Member)	$0	$0	$0
John Miletti (Board Member)	$0	$0	$0
Corise Morrison (Board Member)	$0	$0	$0
Jarrette Sampson (Board Member)	$0	$0	$0
Reginald Wright (Board Member)	$0	$0	$0
Robert Yancey (Board Member)	$0	$0	$0

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990

Filed on May 12, 2022

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Fiscal Year Ending Dec.
2020

Revenue

$98,575,626

Expenses

$113,567,817

Net Income

-$14,992,191

Net Assets

$19,176,923

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$96,816,358	98.2%
Investment Income	$1,369,918	1.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$21,362	0.0%
Net Inventory Sales	$0
Other Revenue	$367,988	0.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$607,443	0.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,030,280	3.5%

Assets/Debt
Total Assets	$105,543,148
Total Liabilities	$86,366,225
Net Assets	$19,176,923

Compensation

Key Employees and Officers	Compensation	Related	Other
Dianne Hardy (Chief Executive Officer)	$377,741	$0	$93,001
Alvin Ashworth (Chief Operating Officer)	$250,464	$0	$78,708
Robert Eades (Director Of Claims)	$210,965	$0	$66,000
Sonya Champion (Director Of Hr)	$210,585	$0	$56,489
William Poland (Director Of Finance & Accounting)	$169,793	$0	$66,392
Tekeela Barnes (It Manager)	$165,427	$0	$61,886
Vicki Fisher (Claims Manager)	$161,234	$0	$56,020
Vita Wooten (Underwriting Manager)	$157,769	$0	$57,723
Regina O'connor (Senior Software Application Engineer)	$154,861	$0	$60,703
John Miletti (Chair)	$0	$0	$0
Mick Quinlan (Vice Chair)	$0	$0	$0
Sean Donnelly (Board Member)	$0	$0	$0
Monica Gardner (Board Member)	$0	$0	$0
Allen Houck (Board Member)	$0	$0	$0
Patrick Joyce (Board Member)	$0	$0	$0
Theresa Judge (Board Member)	$0	$0	$0
Hope Kornegay (Board Member)	$0	$0	$0
Brad Lovin (Board Member)	$0	$0	$0
Bob Messier (Board Member)	$0	$0	$0
Corise Morrison (Board Member)	$0	$0	$0
Jarrette Sampson (Board Member)	$0	$0	$0
Reginald Wright (Board Member)	$0	$0	$0
Robert Yancey (Board Member)	$0	$0	$0

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990

Filed on May 13, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$89,250,714

Expenses

$99,132,317

Net Income

-$9,881,603

Net Assets

$24,067,794

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$87,817,950	98.4%
Investment Income	$1,121,827	1.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$17,448
Net Inventory Sales	$0
Other Revenue	$328,385	0.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$548,988	0.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,143,656	4.2%

Assets/Debt
Total Assets	$105,034,313
Total Liabilities	$80,966,519
Net Assets	$24,067,794

Compensation

Key Employees and Officers	Compensation	Related	Other
Gina Hardy (Chief Executive Officer)	$354,869	$0	$83,672
Alvin Ashworth (Chief Operating Officer)	$232,058	$0	$69,930
Robert Eades (Director Of Claims)	$189,137	$0	$55,664
Sonya Champion (Director Of Hr)	$181,648	$0	$47,454
William Poland (Director Of Finance & Accounting)	$158,431	$0	$67,211
Vicki Fisher (Claims Manager)	$155,827	$0	$51,478
Tekeela Barnes (Underwriting Manager)	$151,644	$0	$55,075
Aaron Scurlock (It Manager)	$151,498	$0	$64,650
Smita Ferretti (It Manager)	$150,611	$0	$26,573
John Miletti (Chair)	$0	$0	$0
Mick Quinlan (Vice Chair)	$0	$0	$0
Sean Donnelly (Board Member (From Nov '19))	$0	$0	$0
Monica Gardner (Board Member)	$0	$0	$0
Allen Houck (Board Member)	$0	$0	$0
Patrick Joyce (Board Member)	$0	$0	$0
Theresa Judge (Board Member)	$0	$0	$0
Hope Kornegay (Board Member)	$0	$0	$0
Brad Lovin (Board Member)	$0	$0	$0
Bob Messier (Board Member)	$0	$0	$0
Corise Morrison (Board Member)	$0	$0	$0
Jarrette Sampson (Board Member)	$0	$0	$0
Reginald Wright (Board Member)	$0	$0	$0
Robert Yancey (Board Member)	$0	$0	$0

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990

Filed on June 15, 2020

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Fiscal Year Ending Dec.
2018

Revenue

$83,659,520

Expenses

$204,319,889

Net Income

-$120,660,369

Net Assets

$7,215,168

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$82,077,323	98.1%
Investment Income	$1,469,866	1.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$166,595
Net Inventory Sales	$0
Other Revenue	$278,926	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$373,341	0.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,349,337	1.6%

Assets/Debt
Total Assets	$82,450,648
Total Liabilities	$75,235,480
Net Assets	$7,215,168

Compensation

Key Employees and Officers	Compensation	Related	Other
Gina Schwitzgebel (General Manager)	$300,026	$0	$72,329
Alvin Ashworth (Assistant General Manager)	$224,588	$0	$64,431
Robert Eades (Director Of Claims)	$186,952	$0	$59,067
Sonya Champion (Director Of Hr)	$177,777	$0	$44,068
Aaron Scurlock (It Manager)	$149,443	$0	$60,507
Vita Wooten (Underwriting Manager)	$148,547	$0	$48,643
Tekeela Barnes (Underwriting Manager)	$147,042	$0	$51,104
Vicki Fisher (Claims Manager)	$146,612	$0	$46,461
John Miletti (Chair)	$0	$0	$0
Mick Quinlan (Vice Chair)	$0	$0	$0
Monica Gardner (Board Member)	$0	$0	$0
Caroline Thomas Goodwin (Board Member (To Nov '18))	$0	$0	$0
Richard Heckle (Board Member (To Nov '18))	$0	$0	$0
Allen Houck (Board Member)	$0	$0	$0
Patrick Joyce (Board Member)	$0	$0	$0
Theresa Judge (Board Member)	$0	$0	$0
Hope Kornegay (Board Member)	$0	$0	$0
Brad Lovin (Board Member)	$0	$0	$0
Bob Messier (Board Member)	$0	$0	$0
Corise Morrison (Board Member)	$0	$0	$0
Jim Rowland (Board Member (To Nov '18))	$0	$0	$0
Jarrette Sampson (Board Member)	$0	$0	$0
Reginald Wright (Board Member (From Nov '18))	$0	$0	$0
Robert Yancey (Board Member)	$0	$0	$0

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990

Filed on Nov. 11, 2019

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Fiscal Year Ending Dec.
2017

Revenue

$75,546,965

Expenses

$62,816,718

Net Income

$12,730,247

Net Assets

$19,013,475

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$74,523,013	98.6%
Investment Income	$909,611	1.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$114,341	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$363,193	0.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,769,009	2.8%

Assets/Debt
Total Assets	$82,952,135
Total Liabilities	$63,938,660
Net Assets	$19,013,475

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Gina Schwitzgebel (General Mana)	$285,743	$0	$57,764
Alvin Ashworth (Assistant Gm)	$195,771	$0	$42,059
Robert Eades (Director Of)	$167,018	$0	$50,239
Sonya Champion (Director Of)	$157,918	$0	$33,820
Lee Dunn (Assistant Gm)	$147,310	$0	$36,697
Aaron Scurlock (It Manager)	$136,672	$0	$52,242
Tekeela Barnes (Underwriting)	$135,394	$0	$42,187
Vicki Fisher (Claims Manag)	$131,898	$0	$37,804
Vita Wooten (Underwriting)	$130,732	$0	$40,090
Jarrette Sampson (Board Member)	$22,888	$598	$0
Hope Kornegay (Board Member)	$12,155	$9,019	$0
Murray White Iii (Board Member)	$1,341	$15,819	$0
Robert Yancey (Board Member)	$401	$5,337	$0
Richard Heckle (Board Member)	$326	$2,872	$0
Allstate Insurance Company Jim Rowland (Board Member)	$0	$0	$0
Nationwide Mutual Insurance Company Mick Quinlan (Board Member)	$0	$0	$0
Nc Farm Bureau Mutual Insurance Allen Houck (Board Member)	$0	$0	$0
State Farm Fire & Casualty Company Bob Messier (Board Member)	$0	$0	$0
The Travelers Companies Inc John Miletti (Board Member)	$0	$0	$0
Theresa Judge (Board Member)	$0	$0	$0
Brad Lovin (Board Member)	$0	$0	$0
Patrick Joyce (Board Member)	$0	$0	$0
Caroline Thomas Goodwin (Board Member)	$0	$0	$0
Auto Owners Monica Gardner (Board Member)	$0	$0	$0
Usaa Corise Morrison (Board Member)	$0	$0	$0

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990

Filed on May 14, 2018

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Fiscal Year Ending Dec.
2016

Revenue

$69,082,953

Expenses

$96,705,188

Net Income

-$27,622,235

Net Assets

$25,905,707

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$67,900,063	98.3%
Investment Income	$912,559	1.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$270,331	0.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$309,882	0.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,881,868	1.9%

Assets/Debt
Total Assets	$86,064,283
Total Liabilities	$60,158,576
Net Assets	$25,905,707

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Gina Schwitzgebel (General Mana)	$269,259	$0	$58,186
Alvin Ashworth (Cfo)	$167,908	$0	$36,723
Robert Eades (Director Of)	$159,168	$0	$50,117
Sonya Champion (Director Of)	$134,966	$0	$30,932
Lee Dunn (Assistant Gm)	$128,632	$0	$41,331
Vita Wooten (Underwriting)	$126,282	$0	$39,442
Aaron Scurlock (It Manager)	$126,027	$0	$49,587
Vicki Fisher (Claims Manag)	$125,727	$0	$37,112
Jarrette Sampson (Board Member)	$19,128	$607	$0
Murray White Iii (Board Member)	$1,623	$15,915	$0
Richard Heckle (Board Member)	$0	$3,212	$0
Allstate Insurance Company Jim Rowland (Board Member)	$0	$0	$0
Nationwide Mutual Insurance Company Teryy Collins (Board Member)	$0	$0	$0
Nc Farm Bureau Mutual Insurance Steve Carroll (Board Member)	$0	$0	$0
State Farm Fire & Casualty Company Bob Messier (Board Member)	$0	$0	$0
The Travelers Companies Inc John Miletti (Board Member)	$0	$0	$0
Elmer Midgett (Board Member)	$0	$0	$0
Theresa Judge (Board Member)	$0	$0	$0
Brad Lovin (Board Member)	$0	$0	$0
Caroline Thomas Goodwin (Board Member)	$0	$0	$0
Auto Owners Monica Gardner (Board Member)	$0	$0	$0
Usaa Corise Morrison (Board Member)	$0	$0	$0

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990

Filed on Oct. 27, 2017

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Fiscal Year Ending Dec.
2015

Revenue

$60,140,249

Expenses

$51,911,888

Net Income

$8,228,361

Net Assets

$22,960,121

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$59,198,845	98.4%
Investment Income	$722,752	1.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$218,652	0.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$135,717	0.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,743,065	3.4%

Assets/Debt
Total Assets	$74,551,718
Total Liabilities	$51,591,597
Net Assets	$22,960,121

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Gina Schwitzgebel (General Mana)	$259,117	$0	$47,698
Alvin Ashworth (Director Of)	$151,767	$0	$28,657
Robert Eades (Director Of)	$142,979	$0	$43,355
Lee Dunn (Assistant Gm)	$127,961	$0	$34,909
Sonya Champion (Director Of)	$122,975	$0	$24,646
Vita Wooten (Underwriting)	$122,726	$0	$33,979
Jarrette Sampson (Board Member)	$20,828	$0	$0
Murray White Iii (Board Member)	$1,367	$14,019	$0
Richard Heckle (Board Member)	$0	$3,051	$0
Allstate Insurance Company Jim Rowland (Board Member)	$0	$0	$0
Nationwide Mutual Insurance Company Katherine Southern (Board Member)	$0	$0	$0
Nc Farm Bureau Mutual Insurance Steve Carroll (Board Member)	$0	$0	$0
State Farm Fire & Casualty Company Glenn Hahn (Board Member)	$0	$0	$0
The Travelers Companies Inc John Miletti (Board Member)	$0	$0	$0
Elmer Midgett (Board Member)	$0	$0	$0
Theresa Judge (Board Member)	$0	$0	$0
Brad Lovin (Board Member)	$0	$0	$0
Caroline Thomas Goodwin (Board Member)	$0	$0	$0
Auto Owners Drew Klasing (Board Member)	$0	$0	$0
Usaa Corise Morrison (Board Member)	$0	$0	$0

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990

Filed on May 16, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$45,912,149

Expenses

$48,544,451

Net Income

-$2,632,302

Net Assets

$15,647,692

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$45,227,442	98.5%
Investment Income	$590,770	1.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$93,937	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$101,868	0.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,719,392	3.5%

Assets/Debt
Total Assets	$61,043,793
Total Liabilities	$45,396,101
Net Assets	$15,647,692

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Gina Schwitzgebel (General Mana)	$230,281	$0	$38,532
Alvin Ashworth (Director Of)	$144,093	$0	$24,308
Robert Eades (Director Of)	$138,009	$0	$38,139
Nancy Wylie (Director Of)	$137,209	$0	$28,085
Lee Dunn (Assistant Gm)	$123,608	$0	$30,149
Sonya Champion (Director Of)	$117,669	$0	$20,856
James E Goins (Board Member)	$6,542	$0	$0
Murray White Iii (Board Member)	$1,162	$14,627	$0
Richard Heckle (Board Member)	$79	$2,812	$0
Allstate Insurance Company Jennifer Jabben (Board Member)	$0	$0	$0
Nationwide Mutual Insurance Company Katherine Southern (Board Member)	$0	$0	$0
Nc Farm Bureau Mutual Insurance Steve Carroll (Board Member)	$0	$0	$0
State Farm Fire & Casualty Company Glenn Hahn (Board Member)	$0	$0	$0
The Travelers Companies Inc John Miletti (Board Member)	$0	$0	$0
Elmer Midgett (Board Member)	$0	$0	$0
Theresa Judge (Board Member)	$0	$0	$0
Brad Lovin (Board Member)	$0	$0	$0
Caroline Thomas Goodwin (Board Member)	$0	$0	$0
Auto Owners Drew Klasing (Board Member)	$0	$0	$0
Usaa Corise Morrison (Board Member)	$0	$0	$0

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990

Filed on May 14, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$36,545,545

Expenses

$33,744,350

Net Income

$2,801,195

Net Assets

$19,271,467

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$35,887,742	98.2%
Investment Income	$561,625	1.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$96,178	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$97,499	0.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,143,466	3.4%

Assets/Debt
Total Assets	$54,496,263
Total Liabilities	$35,224,796
Net Assets	$19,271,467

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Gina Schwitzgebel (General Mana)	$212,906	$0	$39,624
Alvin Ashworth (Director Of)	$134,256	$0	$25,833
Nancy Wylie (Director Of)	$130,298	$0	$28,262
Robert Eades (Director Of)	$130,004	$0	$38,346
Lee Dunn (Assistant Gm)	$117,310	$0	$37,335
Vita Wooten (Underwriting)	$115,271	$0	$22,827
James E Goins ()	$5,311	$0	$0
Richard Heckle ()	$2,662	$51	$0
Murray White Iii ()	$1,141	$17,747	$0
Allstate Insurance Company Jennifer Jabben ()	$0	$0	$0
Nationwide Mutual Insurance Company Katherine Southern ()	$0	$0	$0
Nc Farm Bureau Mutual Insurance Steve Carroll ()	$0	$0	$0
The Travelers Companies Inc John Miletti ()	$0	$0	$0
Usaa Corise Morrison ()	$0	$0	$0
Elmer Midgett ()	$0	$0	$0
Theresa Judge ()	$0	$0	$0
Brad Lovin ()	$0	$0	$0
Caroline Thomas Goodwin ()	$0	$0	$0
State Farm Fire & Casualty Company Glenn Hahn (Fire Operati)	$0	$0	$0
Auto Owners Drew Klasing ()	$0	$0	$0

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990

Filed on Aug. 14, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$6,415,768

Expenses

$6,813,859

Net Income

-$398,091

Net Assets

-$5,703,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$6,285,473	98.0%
Investment Income	$132,903	2.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	-$2,608

Notable Expenses		Percent of Total Expenses
Executive Compensation	$17,899	0.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$272,297	4.0%

Assets/Debt
Total Assets	$22,805,380
Total Liabilities	$28,508,495
Net Assets	-$5,703,115

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2012

Revenue

$16,940,366

Expenses

$17,298,426

Net Income

-$358,060

Net Assets

-$5,189,581

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$16,091,573	95.0%
Investment Income	$853,131	5.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	-$4,338

Notable Expenses		Percent of Total Expenses
Executive Compensation	$54,554	0.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$744,299	4.3%

Assets/Debt
Total Assets	$23,597,718
Total Liabilities	$28,787,299
Net Assets	-$5,189,581

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Revenue

$16,220,964

Expenses

$47,848,627

Net Income

-$31,627,663

Net Assets

-$4,739,074

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$14,686,762	90.5%
Investment Income	$1,502,084	9.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$32,118	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$664,776	1.4%

Assets/Debt
Total Assets	$32,349,283
Total Liabilities	$37,088,357
Net Assets	-$4,739,074

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated January 31, 2025

North Carolina Joint Underwriting Association

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $166M (2023)

Expenses $158M (2023)

Total Assets $178M (2023)

Total Liabilities $150M (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Revenue

$166M (2023)

Expenses

$158M (2023)

Total Assets

$178M (2023)

Total Liabilities

$150M (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005