2026-04-14T08:55:25-05:00 2025-06-30 561304727 BLACKMAN & SLOOP ADVISORS INC 1414 RALEIGH ROAD SUITE 300 CHAPEL HILL NC 27517 990 2024-07-01 208421281 DOROTHEA DIX PARK CONSERVANCY DORO 9199871380 900 UMSTEAD DRIVE RALEIGH NC 27603 RUFFIN HALL PRESIDENT AND CEO 9199871380 2026-04-08 1 1 ANDREA WOODELL EASON P00361629 9199428700 2024 2025-03-06 01:10:19Z RUFFIN HALL 900 UMSTEAD DRIVE RALEIGH NC 27603 10703222 0 X DIXPARKCONSERVANCY.ORG X 2007 NC IN PARTNERSHIP WITH THE CITY OF RALEIGH, ENSURE THE CREATION AND LONG-TERM SUCCESS OF DIX PARK. 34 32 0 80 0 0 6088811 5956342 0 15754 526780 305561 -2528 351975 6613063 6629632 3207475 3250000 0 0 1224766 1241807 113247 168226 760982 7614708 4986202 12160196 9646235 -5547133 -3016603 18819429 15747940 697992 423652 18121437 15324288 X THE CONSERVANCY WILL BE THE CITY'S COMMUNITY PARTNER AND SOLE PHILANTHROPIC PARTNER, WITH A MISSION TO "ENSURE THE CREATION AND LONG-TERM SUCCESS OF DOROTHEA DIX PARK AS A PLACE FOR EVERYONE - A TRANSFORMATIVE PUBLIC SPACE FOR COMMUNITY, HEALTH, AND CELEBRATION THAT WILL ENRICH OUR QUALITY OF LIFE IN NORTH CAROLINA." THE CONSERVANCY IS COMMITTED TO BEING AN INCLUSIVE ORGANIZATION THAT IS REPRESENTATIVE OF THE RALEIGH COMMUNITY AND SERVES THE CITIZENS OF RALEIGH, THE TRIANGLE REGION OF NORTH CAROLINA, AND THE STATE OF NORTH CAROLINA. THE CONSERVANCY WILL CONDUCT FUNDRAISING TO SIGNIFICANTLY AUGMENT PUBLIC FUNDING FOR THE CREATION AND CONSTRUCTION OF DOROTHEA DIX PARK. 0 0 6712171 3250000 GENERAL PARK PLANNING AND CAPITAL PROJECTSIN PARTNERSHIP WITH THE CITY OF RALEIGH, DIX PARK CONSERVANCY ACCOMPLISHED:- ONGOING CONSTRUCTION OF THE GIPSON PLAY PLAZA, A GRAND ENTRANCE PLAZA AND A DESTINATION ADVENTURE PLAY AREA.- DESIGN AND CONSTRUCTION OF EARLY IMPACT CAPITAL PROJECTS TO IMPROVE THE DAILY VISITOR EXPERIENCE AT THE PARK, E.G. SHELTERS, PLAY EQUIPMENT, BENCHES.- SUPPORT PLANNING EFFORTS AROUND IMPLEMENTATION OF OTHER PHASES OF THE MASTER PLAN. 1561140 0 COMMUNITY ENGAGEMENT AND PROGRAMS:IN PARTNERSHIP WITH THE CITY OF RALEIGH, DIX PARK ACCOMPLISHED:- 1.1M PARK VISITORS- 138 PARK PROGRAMS, 10 EVENTS, 4 ACTIVATIONS, 4 PUBLIC ART INSTALLATIONS, AND 1 MAJOR MUSIC FESTIVAL (5TH ANNUAL DREAMVILLE FESTIVAL). 8273311 1 1 0 0 0 0 0 1 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 34 32 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X RUFFIN HALL 9199871380 900 UMSTEAD DRIVE RALEIGH NC 27603 DEMPSEY BENTON DIRECTOR 2.00 X 0 0 0 ELIZABETH BISER DIRECTOR SINCE APRIL 2025 2.00 X 0 0 0 DHAMIAN BLUE DIRECTOR 2.00 X 0 0 0 COLLEEN BRIGGS DIRECTOR 2.00 X 0 0 0 JAY CHAUDHURI DIRECTOR 2.00 X 0 0 0 TYLER CRAFT DIRECTOR 2.00 X 0 0 0 PAULETTE DILLARD DIRECTOR 2.00 X 0 0 0 CHARMAN DRIVER DIRECTOR 2.00 X 0 0 0 DENNIS EDWARDS DIRECTOR 2.00 X 0 0 0 ANNE S FRANKLIN DIRECTOR 2.00 X 0 0 0 ELLA FRANTZ DIRECTOR 2.00 X 0 0 0 ED FRITSCH DIRECTOR 2.00 X 0 0 0 TOM GIPSON DIRECTOR 2.00 X 0 0 0 MARK HOVERSTEN DIRECTOR 2.00 X 0 0 0 KODY KINSLEY DIRECTOR SINCE APRIL 2025 2.00 X 0 0 0 NEHEMIAH MABRY DIRECTOR 2.00 X 0 0 0 NANCY MCFARLANE DIRECTOR 2.00 X 0 0 0 SIOBHAN MILLEN DIRECTOR 2.00 X 0 0 0 ELIZABETH PAGE DIRECTOR 2.00 X 0 0 0 INES PALACIOS DIRECTOR 2.00 X 0 0 0 ORAGE QUARLES III DIR; INT PRES & CEO (OCT-DEC 2024); 10.00 X X 45682 0 0 MARQUITA ROBERTSON DIRECTOR 2.00 X 0 0 0 ADAM RODNEY DIRECTOR 2.00 X 0 0 0 DAVID SMITH DIRECTOR 2.00 X 0 0 0 JAY SPAIN DIRECTOR 2.00 X 0 0 0 RICHARD STEVENS DIRECTOR SINCE APRIL 2025 2.00 X 0 0 0 MATT TOMASULO DIRECTOR 2.00 X 0 0 0 ADDIE THORNTON DIRECTOR 2.00 X 0 0 0 HENRY WARD DIRECTOR 2.00 X 0 0 0 CHRIS WOODY DIRECTOR 2.00 X 0 0 0 CARTER WORTHY DIRECTOR 2.00 X 0 0 0 BILL ROSS CHAIR 10.00 X X 0 0 0 CHRIS BELL DIRECTOR THROUGH APRIL 2025 2.00 X 0 0 0 JAMES GOODMON DIRECTOR THROUGH APRIL 2025 2.00 X 0 0 0 JIM HANSEN TREASURER THROUGH APRIL 2025 10.00 X X 0 0 0 MARJORIE HODGES DIRECTOR THROUGH APRIL 2025 2.00 X 0 0 0 MYRICK HOWARD DIRECTOR THROUGH APRIL 2025 2.00 X 0 0 0 WAYNE MAIORANO DIRECTOR THROUGH APRIL 2025 2.00 X 0 0 0 CARLTON MIDYETTE DIRECTOR THROUGH APRIL 2025 2.00 X 0 0 0 JOYCE POPE DIRECTOR THROUGH APRIL 2025 2.00 X 0 0 0 JANET COWELL PRESIDENT AND CEO THROUGH OCT 2024 40.00 X X 238767 0 19534 RUFFIN HALL PRESIDENT AND CEO SINCE JANUARY 2025 40.00 X X 0 0 0 ROBERT MADDREY VP OF DEVELOPMENT 40.00 X 146002 0 25292 NICK SMITH CHIEF OF STAFF 40.00 X 144102 0 32205 574553 0 77031 3 0 1 0 NORTHGATE CONSTRUCTION COMPANY LLC 821 WAKE FOREST RD RALEIGH NC 27604 CONSTRUCTION 2875502 DUKE ENERGY PROGRESS PO BOX 1771 RALEIGH NC 27602 ENGINEERING 1272721 LANIER CONSTRUCTION COMPANY 1505 BROWNTOWN RD SNOW HILL NC 28580 CONSTRUCTION 770744 CLEARSCAPES INC 501 S PERSON ST RALEIGH NC 27601 ARCHITECTURE 316221 THOMAS DAMBO ART APS RENDSAGERVEJ 5 2625 VALLENSBAEK DA ART INSTALLATION 169913 5 5956342 252961 5956342 CONCESSION REVENUE 722515 14554 14554 EVENT SPACE 531120 1200 1200 15754 310741 310741 4045774 4050954 -5180 -5180 -5180 1548 22636 -21088 -21088 OTHER MISC INCOME 230000 373063 373063 373063 6629632 -5334 0 678624 3250000 3250000 298303 200389 -785 98699 717100 375543 97128 244429 137623 55921 28111 53591 88781 46293 15172 27316 70923 44746 20119 6058 133992 133992 168226 168226 74014 56569 663 16782 186571 176614 68 9889 95014 14388 50721 29905 191679 79639 76976 35064 168950 135247 32253 1450 5899 5899 44805 8804 36001 CAPITAL PROJECTS AND PL 2944439 2944439 FUNDRAISING 576822 544958 31864 OUTREACH 285347 285347 STRUCTURES AND FACILITI 123469 48885 74584 0 84278 5529 41040 37709 9646235 8273311 611942 760982 26043 742725 3523331 4123231 7190145 5947516 314606 31873 15584 12816 446255 12400 332672 433855 6642424 3337914 774624 1118010 18819429 15747940 697992 423652 697992 423652 X 7282136 6457194 10839301 8867094 18121437 15324288 18819429 15747940 X -3016603 222237 -2783 X X 0 1 X 1 0 X 7356464 21602870 14216324 6088811 5956342 55220811 545642 478761 1024403 7356464 22148512 14216324 6088811 6435103 56245214 12914491 43330723 29427 3043 308057 531172 310741 1182440 6730 -11795 -984 -2528 373063 364486 57792140 17302 0.74980 0.73730 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 6,730. 2021 AMOUNT: $ -11,795. 2022 AMOUNT: $ -984. 2023 AMOUNT: $ -2,528. 2024 AMOUNT: $ 373,063. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 391683 X X 0 14800 6660 8140 431455 5740 425715 433855 CONTRIBUTED USE OF BUILDING 1118010 1118010 7195288 565656 565656 6629632 0 6629632 9992437 343419 2783 346202 9646235 0 9646235 PART III, LINE 1A: THE CONSERVANCY HOLDS WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS THAT ARE RECOGNIZED AS CAPITAL ASSETS IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. THESE ITEMS INCLUDE VARIOUS ART PIECES AND SCULPTURES ACQUIRED FOR DISPLAY AND CULTURAL ENRICHMENT PURPOSES. ALTHOUGH THESE ASSETS POSSESS CULTURAL, AESTHETIC, AND HISTORICAL VALUE, THEY DO NOT MEET THE DEFINITION OF A COLLECTION UNDER APPLICABLE ACCOUNTING STANDARDS. SPECIFICALLY, THEY ARE NOT HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; THEY ARE NOT PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED; AND THEY ARE NOT SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM SALES TO BE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTION. ACCORDINGLY, THESE ASSETS ARE CAPITALIZED AND DEPRECIATED IN ACCORDANCE WITH THE CONSERVANCY'S CAPITALIZATION POLICY. X X X 0 CAPITAL DEVELOPMENT SERVICES 915 WEST 4TH STREET SUITE 100 WINSTON SALEM NC 27101 PROVIDED STRATEGIC FUNDRAISING ADVICE AND CAMPAIGN CONSULTIN 0 0 119326 -119326 RISING TIDE DIRECT LLC 75 SECOND AVE SUITE 605 NEEDHAM MA 02494 PROVIDED STRATEGIC COUNSEL ON FUNDRAISING AND MANAGE PRODUCT 0 0 48900 -48900 168226 -168226 NC SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE CONSERVANCY ENGAGED CAPITAL DEVELOPMENT SERVICES AND RISING TIDE DIRECT LLC TO PROVIDE STRATEGIC FUNDRAISING ADVICE AND CAMPAIGN CONSULTING AND STRATEGIC COUNSEL ON FUNDRAISING AND MANAGE PRODUCTION AND MAILING OF SOLICITATIONS AND FULFILLMENT OF MEMBER PREMIUMS. THEY HAVE NOT AND WILL NOT BE INVOLVED IN ANY DIRECT SOLICITATIONS. THEREFORE, NO AMOUNT HAS BEEN REPORTED IN COLUMN (IV). 1 CITY OF RALEIGH PO BOX 590 RALEIGH NC 27602 566000236 GOV 3250000 0 PARK RENOVATIONS AND CONSTRUCTION OF WATERPARK 1 PART I, LINE 2: THE VP OF DEVELOPMENT AND CHIEF OF STAFF AND THEIR STAFF ENSURE MONITORING AND USE OF GRANT FUNDS IN ACCORDANCE WITH GRANT REQUIREMENTS. THE CFO ENSURES PROPER ACCOUNTING AS FUNDS ARE EXPENDED. X 0 0 0 0 0 0 0 0 0 JANET COWELL PRESIDENT AND CEO THROUGH OCT 2024 154201 0 41895 0 42671 0 7526 0 12008 0 258301 0 0 0 NICK SMITH CHIEF OF STAFF 136812 0 0 0 7290 0 7290 0 24915 0 176307 0 0 0 ROBERT MADDREY VP OF DEVELOPMENT 134322 0 0 0 11680 0 7300 0 17992 0 171294 0 0 0 BILL ROSS CHAIRMAN 94564 BILL ROSS, CHAIRMAN, IS EMPLOYED BY BROOKS, PIERCE. THE CONSERVANCY USES BROOKS, PIERCE AS COUNSEL. 0 X 4 252961 MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JAMES HANSEN, TREASURER, IS EMPLOYED BY PNC BANK. THE CONSERVANCY MAINTAINS A BANK ACCOUNT WITH PNC. CHRIS BELL, BOD MEMBER, IS EMPLOYED BY TRUIST. THE CONSERVANCY MAINTAINS A BANK ACCOUNT WITH TRUIST. BILL ROSS, CHAIRMAN, IS EMPLOYED BY BROOKS, PIERCE. THE CONSERVANCY USES BROOKS, PIERCE AS COUNSEL. FORM 990, PART VI, SECTION B, LINE 11B CFO PROVIDES TAX PREPARER ALL REQUESTED INFORMATION. CFO ENGAGES OTHER STAFF AND BOARD MEMBERS AS NECESSARY TO OBTAIN ALL REQUESTED INFORMATION. ONCE TAX PREPARER COMPLETES THE FORM 990, HE/SHE WILL PROVIDE A COPY FOR CFO AND THE AUDIT/FINANCE COMMITTEE TO REVIEW. ONCE ALL REVIEWS HAVE BEEN COMPLETED, THE FINAL FORM 990 WILL BE SENT TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. ONCE APPROVED, THE TAX PREPARERS WILL FILE WITH THE INTERNAL REVENUE SERVICE AND PROVIDE THE CFO WITH EVIDENCE OF FILING. FORM 990, PART VI, SECTION B, LINE 12C UPDATED CONFLICT OF INTEREST FORMS ARE REQUESTED FROM BOARD MEMBERS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 PRIOR TO THE END OF THE CALENDAR YEAR, THE CHAIRMAN OF THE BOARD SHALL DETERMINE THE CEOS COMPENSATION FOR THE NEXT YEAR AND A BONUS PAYMENT, IF ANY, UP TO THE AMOUNTS LIMITED BY CEO'S EMPLOYMENT CONTRACT. THE CHAIRMAN WILL THEN COMMUNICATE TO THE CFO, IN WRITING, THE CEO'S NEW COMPENSATION LEVEL AND BONUS PAYMENT, IF ANY. THE CFO WILL ENSURE PAY ADJUSTMENT AND BONUS PAYMENT ARE MADE IN THE PAYROLL SYSTEM. FOR ALL OTHER EMPLOYEES, THE CEO CONSULTS WITH SUPERVISORS AND DETERMINES COMPENSATION ADJUSTMENTS, THEN NOTIFIES THE CFO IN WRITING. THE CFO WILL THEN ENSURE PAY ADJUSTMENT AND BONUS PAYMENT, IF ANY, ARE MADE IN THE PAYROLL SYSTEM. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -2,783. FORM 990 PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS FOR THE AUDIT OR ITS SELECTION PROCESS FOR AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION CONTINUED MISSION: THE CONSERVANCY WILL PROMOTE, PROTECT, AND BRAND DOROTHEA DIX PARK FOR BROAD AND INCLUSIVE PUBLIC USE. THE CONSERVANCY MAY SERVE IN ADDITIONAL CAPACITIES, AT THE REQUEST OF THE CITY, IN LINE WITH THE SHARED MUTUAL DESIRES OF THE PARTIES TO BEST SERVE THE COMMUNITY AND THE DEVELOPMENT OF DOROTHEA DIX PARK. THE PARTIES AGREE THAT THE CITY MAY ENTER INTO VARIOUS AGREEMENTS WITH THE CONSERVANCY TO MODIFY OPERATIONAL RESPONSIBILITIES, AS MUTUALLY DESIRED BY THE PARTIES. MATERIAL MODIFICATIONS TO THE CONSERVANCY'S OPERATIONAL RESPONSIBILITIES, AS DETERMINED BY THE CITY IN ITS SOLE DISCRETION, SHALL BE AGREED TO IN WRITING SUBJECT TO APPROVAL BY THEN PRESIDING CITY COUNCIL PRIOR TO EXECUTION OF SAID AGREEMENT TO MATERIALLY MODIFY THE CONSERVANCY'S OPERATIONAL RESPONSIBILITIES. FORM 990, PAGE 6, SECTION C, LINE 19 UPON REQUEST DIX PARK SERVICES LLC 900 UMSTEAD DR RALEIGH NC 27603 335015216 CONCESSIONS SALES NC -21617 0 DOROTHEA DIX PARK CONSERVANCY