HOLY ANGELS FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HOLY ANGELS FOUNDATION INC (EIN 56-1762654)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-13
- IRS object ID
- 202403189349303110
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T09:19:56-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561706742 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIDSON HOLLAND WHITESELL & CO PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 13TH AVE PLACE NW SUITE 200 | AddressLine1Txt |
| City | HICKORY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561762654 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLY ANGELS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLY | BusinessNameControlTxt |
| Phone | 7048254161 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 710 | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KERRI C MASSEY | PersonNm |
| Person Title | PRESIDENT / CEO | PersonTitleTxt |
| Phone | 7048254161 | PhoneNum |
| Signature | 2024-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW MCKINNEY | PreparerPersonNm |
| PTIN | P01707028 | PTIN |
| Phone | 8283222070 | PhoneNum |
| Preparation | 2024-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KERRI C MASSEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 710 | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,938,690 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOLYANGELSNC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROMOTE CHARITABLE AND RELIGIOUS ACTIVITIES ON BEHALF OF ITS PARENT ORGANIZATION, HOLY ANGELS, INC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,897,838 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,777,893 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,889,589 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,348,520 | CYInvestmentIncomeAmt |
| PY Other Revenue | $78,635 | PYOtherRevenueAmt |
| CY Other Revenue | -$72,020 | CYOtherRevenueAmt |
| PY Total Revenue | $6,866,062 | PYTotalRevenueAmt |
| CY Total Revenue | $5,054,393 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,120,729 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,569,840 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $810,364 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $949,578 | PYOtherExpensesAmt |
| CY Other Expenses | $1,092,670 | CYOtherExpensesAmt |
| PY Total Expenses | $3,070,307 | PYTotalExpensesAmt |
| CY Total Expenses | $2,662,510 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,795,755 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,391,883 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,995,224 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,000,815 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $42,686 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,159 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,952,538 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $35,985,656 | NetAssetsOrFundBalancesEOYAmt |
| Mission | FUNDING, FUNDRAISING, AND ADMINISTRATIVE SUPPORT PROVIDED TO OR ON BEHALF OF HOLY ANGELS, INC. FOR COMPREHENSIVE RESIDENTIAL SERVICES AND MEDICAL CARE TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,569,840 | ExpenseAmt |
| Grant | $1,569,840 | GrantAmt |
| Desc | FUNDING, FUNDRAISING, AND ADMINISTRATIVE SUPPORT PROVIDED TO OR ON BEHALF OF HOLY ANGELS, INC. FOR COMPREHENSIVE RESIDENTIAL SERVICES AND MEDICAL CARE TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. | Desc |
| Total Program Service Expenses | $1,569,840 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL C GIANG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7048254161 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 710 | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28012 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| GREG ADAMS | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAGGIE BAUCOM | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHELTON BROWN | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN DICKENSON | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REBECCA FOX | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS GAVIGAN MD | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIM GUNDERMAN | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RAMONA HOLLOWAY | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR STEVE HANNON | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS KUHN | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW MATZNICK | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SR NANCY NANCE RSM | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CATHY THORSELL | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HANS L LENGERS | |||||||
| PAST CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JASON SHOEMAKER | |||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KAYE MCGARRY | |||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CAROL PETROPULOS | |||||||
| EXECUTIVE SECRETARY | 10.00 | 30.00 | $0 | $85,510 | $15,724 | Yes (X) | |
| MICHAEL C GIANG | |||||||
| TREASURER / CFO | 10.00 | 30.00 | $0 | $217,719 | $31,272 | Yes (X) | |
| DONNIE O THURMAN | |||||||
| EXECUTIVE VP/COO | 10.00 | 30.00 | $0 | $166,142 | $16,502 | Yes (X) | |
| KERRI C MASSEY | |||||||
| CEO & PRESIDENT | 10.00 | 30.00 | $0 | $253,893 | $31,254 | Yes (X) | |
| REGINA P MOODY | |||||||
| PRESIDENT EMERITUS | 6.00 | 18.00 | $0 | $162,142 | $19,576 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $885,406 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $114,328 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $882,819 | FundraisingAmt |
| Related Organizations | $275,200 | RelatedOrganizationsAmt |
| All Other Contributions | $2,619,874 | AllOtherContributionsAmt |
| Total Contributions | $3,777,893 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,134,582 | TotalRevenueColumnAmt |
| Exclusion | $1,134,582 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,854,383 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,640,445 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $213,938 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $213,938 | TotalRevenueColumnAmt |
| Exclusion | $213,938 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $171,832 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $882,819 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $243,852 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$72,020 | TotalRevenueColumnAmt |
| Exclusion | -$72,020 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,054,393 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,276,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,569,840 | TotalAmt |
| Program Services | $1,569,840 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,335 | TotalAmt |
| Management And General | $107,335 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,971 | TotalAmt |
| Management And General | $174,971 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,959 | TotalAmt |
| Fundraising | $29,959 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,937 | TotalAmt |
| Fundraising | $9,937 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,426 | TotalAmt |
| Fundraising | $13,426 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt |
|---|---|---|
| SHARED SERVICES | $483,631 | $483,631 |
| OTHER EXPENSES | $168,943 | $168,943 |
| CONTRACT SERVICES | $97,968 | $97,968 |
| BAD DEBT EXPENSE | $6,500 | $6,500 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,662,510 | TotalAmt |
| Program Services | $1,569,840 | ProgramServicesAmt |
| Management And General | $282,306 | ManagementAndGeneralAmt |
| Fundraising | $810,364 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,090,998 | BOYAmt |
| EOY | $1,597,810 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,418 | BOYAmt |
| EOY | $5,573 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,000 | BOYAmt |
| EOY | $66,679 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,989 | BOYAmt |
| EOY | $51,661 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,544,081 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86,084 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,457,997 | BOYAmt |
| EOY | $2,457,997 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,900,172 | BOYAmt |
| EOY | $31,456,994 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $444,650 | BOYAmt |
| EOY | $364,101 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,995,224 | BOYAmt |
| EOY | $36,000,815 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,686 | BOYAmt |
| EOY | $15,159 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,686 | BOYAmt |
| EOY | $15,159 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,155,649 | BOYAmt |
| EOY | $33,594,046 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,796,889 | BOYAmt |
| EOY | $2,391,610 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,952,538 | BOYAmt |
| EOY | $35,985,656 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,995,224 | BOYAmt |
| EOY | $36,000,815 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,391,883 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,641,235 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,437,532 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,741,817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,081,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,897,838 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,777,893 | CurrentTaxYearAmt |
| Total | $18,936,705 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,437,532 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,741,817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,081,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,897,838 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,777,893 | CurrentTaxYearAmt |
| Total | $18,936,705 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,982,091 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,954,614 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $833,624 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $755,305 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,399,299 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $884,586 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,134,582 | CurrentTaxYearAmt |
| Total | $5,007,396 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $42,502 | CurrentTaxYearMinus1YearAmt |
| Total | $42,502 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,986,603 | TotalSupportAmt |
| Public Support CY170 | 0.66510 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59590 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,171,705 | BeginningYearBalanceAmt |
| Contributions | $490,918 | ContributionsAmt |
| Investment Earnings Or Losses | $1,026,307 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $8,688,930 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,427,142 | BeginningYearBalanceAmt |
| Contributions | $210,288 | ContributionsAmt |
| Investment Earnings Or Losses | $534,275 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,171,705 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,254,221 | BeginningYearBalanceAmt |
| Contributions | $77,408 | ContributionsAmt |
| Investment Earnings Or Losses | -$904,487 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,427,142 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,652,366 | BeginningYearBalanceAmt |
| Contributions | $78,074 | ContributionsAmt |
| Investment Earnings Or Losses | $1,523,781 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,254,221 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,678,061 | BeginningYearBalanceAmt |
| Contributions | $8,251 | ContributionsAmt |
| Investment Earnings Or Losses | -$33,946 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,652,366 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.70310 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.29690 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $744,150 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,703,947 | OtherCostOrOtherBasisAmt |
| Book Value | $2,448,097 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $86,084 | OtherCostOrOtherBasisAmt |
| Depreciation | $86,084 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,900 | OtherCostOrOtherBasisAmt |
| Book Value | $9,900 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,457,997 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,829,006 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,641,235 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $243,852 | OtherRevenueAmt |
| Revenue Not Reported | $1,885,087 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,943,919 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $107,335 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,139 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $110,474 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,054,393 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,795,888 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $243,852 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $243,852 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,552,036 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $107,335 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,139 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $110,474 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,662,510 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INTENT OF THE MOTHER MARY BENIGNUS HOBAN ENDOWMENT FUND IS TO ENSURE THE FUTURE OF HOLY ANGELS THROUGH BUILDING THE CORPUS THAT WILL GENERATE EARNED INTEREST WHICH CAN BE USED TO SUPPORT ORGANIZATIONS, SPECIAL PROJECTS OR CAPITAL NEEDED. THE PERCENTAGES REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX AND APPLICABLE STATE STATUTES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. U.S. GAAP REQUIRES THE ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION HAS ANALYZED THE TAX POSITIONS AND HAS CONCLUDED THAT AS OF THE CURRENT YEAR, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNIZTION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO AUDIT BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR TAX PERIODS IN PROGRESS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 243,852. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING REVENUE 3,139. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 243,852. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING REVENUE 3,139. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF CLASSIC | Event1Nm |
| Gross Receipts Event1 | $177,103 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $150,578 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $26,525 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $797 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $12,760 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $12,212 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $419 | OtherDirectExpensesEvent1Amt |
| Event2 | CLAY SHOOT | Event2Nm |
| Gross Receipts Event2 | $264,530 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $237,763 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $26,767 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $8,333 | CashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $30,294 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $6,436 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,762 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $598,337 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $494,477 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $103,860 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $11,529 | CashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $39,090 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $70,802 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $49,419 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $1,039,970 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $882,818 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $157,152 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $20,659 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $82,144 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $89,450 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $49,419 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,181 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $243,853 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$86,701 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLY ANGELS SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 710 | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 561785000 | RecipientEIN |
| Cash Grant | $1,569,840 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | OPERATIONS SUPPORT | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ONLY MAKES GRANTS TO ITS RELATED ORGANIZATIONS. THE CLOSE RELATIONSHIP BETWEEN THE ORGANIZATIONS SERVES TO MONITOR THE USE OF THE FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KERRI C MASSEY | ||||||||||||||
| CEO & PRESIDENT | $0 | $253,372 | $0 | $0 | $0 | $521 | $0 | $0 | $0 | $31,254 | $0 | $285,147 | $0 | $0 |
| MICHAEL C GIANG | ||||||||||||||
| TREASURER / CFO | $0 | $216,584 | $0 | $0 | $0 | $1,135 | $0 | $0 | $0 | $31,272 | $0 | $248,991 | $0 | $0 |
| DONNIE O THURMAN | ||||||||||||||
| EXECUTIVE VP/COO | $0 | $166,142 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $16,502 | $0 | $182,644 | $0 | $0 |
| REGINA P MOODY | ||||||||||||||
| PRESIDENT EMERITUS | $0 | $162,140 | $0 | $0 | $0 | $2 | $0 | $0 | $0 | $19,576 | $0 | $181,718 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | HOLY ANGELS, INC. IS THE SOLE MEMBER OF HOLY ANGELS FOUNDATION, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | HOLY ANGELS, INC. APPOINTS THE BOARD OF THE FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | HOLY ANGELS, INC. APPROVES ANY MAJOR DECISIONS AFFECTING HOLY ANGELS FOUNDATION, INC. |
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT REVIEWS THE 990 AND THEN ONCE IT HAS BEEN COMPLETED, SENDS VIA EMAIL (WITH A DELIVERY AND READ RECEIPT) A COMPLETE COPY OF THE 990 TO ALL MEMBERS OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS THEN HAVE ONE WEEK TO REVIEW AND TO RESPOND BACK TO MANAGEMENT WITH ANY CHANGES THAT NEED TO BE MADE. IF THERE ARE NO CHANGES NEEDED AFTER THE ONE WEEK PERIOD, MANAGEMENT FILES THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: HAS RECEIVED A COPY OF THIS CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THIS POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT HOLY ANGELS, INC. IS A CHARITABLE ORGANIZATION AND, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OF DIRECTORS OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OF DIRECTORS OR CIMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES ARE EMPLOYED BY HOLY ANGELS, INC., A RELATED ENTITY. THE RESPONSIBILITY FOR EXECUTIVE COMPENSATION FOR THE PRESIDENT/CEO IS THE RESPONSIBILITY OF THE CHAIR AND THE EXECUTIVE COMMITTEE, WHICH CONSISTS OF THE PAST CHAIR, CHAIR, VICE CHAIR, COMMITTEE CHAIRS AND ANY OTHER MEMBERS APPONTED BY THE CHAIR. THE EXECUTIVE COMMITTEE SEEKS INPUT FROM THE BOARD AND MEETS ON AN ANNUAL BASIS TO COMPLETE A YEARLY PERFORMANCE AND COMPENSATION REVIEW OF THE PRESIDENT/CEO. A COMPARABLE SALARY SURVEY IS USED TO BENCHMARK COMPENSATION FOR THE POSITION AND OTHER EXECUTIVE POSITIONS. THE EXECUTIVE COMMITTEE SHALL MEET INDEPENDENT OF THE PRESIDENT/CEO TO DISCUSS PERFORMANCE RELATIVE TO THE POSITION. DURING THESE DELIBERATIONS, THE COMMITTEE MAY ALSO CONSIDER INPUT OBTAINED FROM OTHER BOARD MEMEBERS, SISTERS OF MERCY, STAFF, PROFESSIONAL ADVISORS, AND OTHER INFORMED COMMUNITY LEADERS. THE CHAIR OF THE EXECUTIVE COMMITTEE REVIEWS THE ACCOMPLISHMENTS OF THE PRESIDENT/CEO DURING THE YEAR AND A WRITTEN PERFORMANCE REVIEW IS COMPLETED. ONCE A CONSENSUS IS REACHED REGARDING PERFORMANCE, A SIMILAR DISCUSSION IS HELD CONCERNING COMPENSATION RELATIVE TO ANNNUAL BENCHMARK AND ESTABLISHED OBJECTIVES. THE COMPENSATION REVIEW INCLUDES BASE PAY, FRINGE BENEFITS AND ANY OTHER IDENTIFIED PERFORMANCE INCENTIVES. THROUGH ITS MINUTES, THE CHAIR/EXECUTIVE COMMITTEE MUST DOCUMENT ALL OF ITS DELIBERATIONS AND DECISIONS, INCLUDING THE SALARY SURVEY USED. THIS PROCESS IS REFERENCED IN ARTICLE XI, SECTION 1 OF THE BYLAWS OF HOLY ANGELS, INC. THE HOLY ANGELS BOARD OF DIRECTORS DELEGATES THE AUTHORITY OF THE PRESIDENT/CEO TO DETERMINE ALL OTHER COMPENSATION. AS FOR KEY EMPLOYEES AND OTHER EMPLOYEES, IT IS THE POLICY OF HOLY ANGELS TO PAY WAGES AND SALARIES THAT ARE REASONABLE AND COMPETITIVE WITH RATES BEING PAID FOR SIMILAR JOBS BY OTHER EMPLOYERS IN THE COMMUNITY. INCREASED IN EMPLOYEE COMPENSATION MAY BE OFFERED BASED ON INDIVIDUAL JOB PERFORMANCE, LONGEVITY, DUTIES AND RESPONSIBILITIES LISTED IN JOB DESCRIPTIONS, AND AREA WAGE AND SALARY SURVEYS. WAGE OR SALARY RANGES HAVE BEEN ESTABLISHED FOR EACH LEVEL OF JOB. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 174,971. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 174,971. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HA PROPERTIES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 710 | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 842071832 | EIN |
| Primary Activities | HOLD REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $2,506,664 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLY ANGELS FOUNDATION INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HOLY ANGELS SERVICES INC | ||||||||||
| PO BOX 710 | BELMONT | NC | 28012 | 561785000 | TO PROVIDE COMPREHENSIVE CARE TO PRIMARILY CHILDREN WITH DISABILITIES | NC | 501(C)(3) | LINE 10 | HOLY ANGELS INC | 0 |
| HOLY ANGELS INC | ||||||||||
| PO BOX 710 | BELMONT | NC | 28012 | 510230406 | TO PROVIDE SUPPORT TO RELATED ORGANIZATIONS | NC | 501(C)(3) | LINE 10 | SISTERS OF MERCY OF THE AMERICAS SOUTH CENTRAL | 0 |
| SISTERS OF MERCY OF NORTH CAROLINA FOUNDATION | ||||||||||
| PO BOX 987 | BELMONT | NC | 28012 | 561920303 | SUPPORTS WORK OF TAX-EXEMPT HEALTHCARE, EDUCATIONAL AND SOCIAL ORGANIZATIONS | NC | 501(C)(3) | LINE 12A, I | SISTERS OF MERCY OF THE AMERICAS SOUTH CENTRAL | 0 |
| SISTERS OF MERCY OF THE AMERICAS SOUTH CENTRAL COMMUNITY | ||||||||||
| 101 MERCY DRIVE | BELMONT | NC | 28012 | 581395744 | HELP PEOPLE IN NEED | NC | 501(C)(3) | LINE 1 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HOLY ANGELS INC | ||
| M | $174,971 | FAIR MARKET VALUE |
| HOLY ANGELS SERVICES | ||
| B | $1,569,840 | FAIR MARKET VALUE |