GATEWAY WELLNESS FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GATEWAY WELLNESS FOUNDATION (EIN 46-3395393)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-12
- IRS object ID
- 202531639349300538
- Schema version
- 2024v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-12T14:44:04-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561607661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOWDERMILK CHURCH & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 NORTH STERLING STREET | AddressLine1Txt |
| City | MORGANTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28655 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463395393 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GATEWAY WELLNESS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GATE | BusinessNameControlTxt |
| Phone | 8285599270 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74 NORTH GARDEN STREET | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28752 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORMAN GUTHRIE | PersonNm |
| Person Title | BOARD CHAIRMAN | PersonTitleTxt |
| Phone | 8285599270 | PhoneNum |
| Signature | 2025-05-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILLIP E CHURCH | PreparerPersonNm |
| PTIN | P00092400 | PTIN |
| Phone | 8284331226 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NORMAN GUTHRIE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74 NORTH GARDEN STREET | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28752 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,071,404 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | GATEWAYWELLNESSFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS CENTERED IN THE HEALTH AND WELLBEING OF OUR WESTERN NORTH CAROLINA COMMUNITY. THROUGH INTENTIONAL PARTNERSHIPS AND COLLABORATIONS, GATEWAY WELLNESS IMPROVES AND SUPPORTS QUALITY OF LIFE IN WNC BY PROMOTING WELLNESS OPPORTUNITIES AMONG ORGANIZATIONS FOR PEOPLE WE SERVE REGIONALLY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 55 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,302,035 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,604,900 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $490,175 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,128,993 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,792,210 | PYTotalRevenueAmt |
| CY Total Revenue | $2,733,893 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $616,172 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,421,729 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $459,592 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $522,784 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $188,708 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,183,956 | PYOtherExpensesAmt |
| CY Other Expenses | $557,400 | CYOtherExpensesAmt |
| PY Total Expenses | $2,259,720 | PYTotalExpensesAmt |
| CY Total Expenses | $2,501,913 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$467,510 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $231,980 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,260,932 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,144,944 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $591,400 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,392,557 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,669,532 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,752,387 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO IMPROVE THE HEALTH AND WELL-BEING OF ALL PEOPLE AND COMMUNITIES WITHIN ALL COUNTIES OF WESTERN NORTH CAROLINA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,140,343 | ExpenseAmt |
| Grant | $1,421,729 | GrantAmt |
| Revenue | $788,510 | RevenueAmt |
| Desc | THROUGH INTENTIONAL PARTNERSHIPS AND COLLABORATIONS, GATEWAY WELLNESS FOUNDATION WORKS TO IMPROVE AND SUPPORT THE QUALITY OF LIFE IN WESTERN NORTH CAROLINA BY ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH AND PROVIDING FUNDING TO NONPROFIT ORGANIZATIONS THAT SEEK SOLUTIONS TO HEALTH AND WELLNESS OBSTACLES FOR THE RESIDENTS OF WNC. FUNDING FOR 2023 WAS FOCUSED ON PROJECTS RELATED TO ACCESS TO HEALTHCARE, EARLY CHILDHOOD DEVELOPMENT, FOOD INSECURITY AND HOUSING. | Desc |
| Total Program Service Expenses | $2,140,343 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | 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 | 0 | 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 | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 |
| 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8285599270 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74 NORTH GARDEN STREET | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28752 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| KERRY DAVIS | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATRINA BLUMETTI | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEON GODLOCK | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NORMAN GUTHRIE | ||||||
| CHAIRMAN | 2.00 | $0 | $0 | $0 | Yes (X) | |
| REBECCA CROSS | ||||||
| VICE CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| NEIL GURNEY | ||||||
| PRESIDENT | 40.00 | $182,721 | $0 | $10,070 | Yes (X) | |
| JOSHUA KENNEDY | ||||||
| TREASURER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $182,721 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,070 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 |
| All Other Contributions | $1,604,900 | AllOtherContributionsAmt |
| Total Contributions | $1,604,900 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $340,483 | TotalRevenueColumnAmt |
| Exclusion | $340,483 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,619,021 | SecuritiesAmt |
| Other | $507,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,887,194 | SecuritiesAmt |
| Other | $450,317 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $731,827 | SecuritiesAmt |
| Other | $56,683 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $788,510 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $788,510 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,733,893 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $788,510 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $340,483 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,421,729 | TotalAmt |
| Program Services | $1,421,729 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,280 | TotalAmt |
| Program Services | $211,140 | ProgramServicesAmt |
| Management And General | $126,684 | ManagementAndGeneralAmt |
| Fundraising | $84,456 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,324 | TotalAmt |
| Program Services | $32,662 | ProgramServicesAmt |
| Management And General | $19,597 | ManagementAndGeneralAmt |
| Fundraising | $13,065 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,180 | TotalAmt |
| Program Services | $17,590 | ProgramServicesAmt |
| Management And General | $10,554 | ManagementAndGeneralAmt |
| Fundraising | $7,036 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,093 | TotalAmt |
| Management And General | $4,495 | ManagementAndGeneralAmt |
| Fundraising | $23,598 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,575 | TotalAmt |
| Management And General | $252 | ManagementAndGeneralAmt |
| Fundraising | $1,323 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,495 | TotalAmt |
| Management And General | $879 | ManagementAndGeneralAmt |
| Fundraising | $4,616 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,686 | TotalAmt |
| Management And General | $750 | ManagementAndGeneralAmt |
| Fundraising | $3,936 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,263 | TotalAmt |
| Management And General | $842 | ManagementAndGeneralAmt |
| Fundraising | $4,421 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,245 | TotalAmt |
| Program Services | $4,000 | ProgramServicesAmt |
| Management And General | $39 | ManagementAndGeneralAmt |
| Fundraising | $206 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,599 | TotalAmt |
| Management And General | $1,856 | ManagementAndGeneralAmt |
| Fundraising | $9,743 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,937 | TotalAmt |
| Program Services | $4,007 | ProgramServicesAmt |
| Management And General | $3,827 | ManagementAndGeneralAmt |
| Fundraising | $20,103 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,817 | TotalAmt |
| Management And General | $931 | ManagementAndGeneralAmt |
| Fundraising | $4,886 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| HOUSING PROGRAM COST | $449,215 | $449,215 | ||
| PURCHASED SERVICES | $4,277 | $684 | $3,593 | |
| FOOD | $3,580 | $573 | $3,007 | |
| AMORTIZATION | $3,143 | $503 | $2,640 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,475 | TotalAmt |
| Management And General | $396 | ManagementAndGeneralAmt |
| Fundraising | $2,079 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,501,913 | TotalAmt |
| Program Services | $2,140,343 | ProgramServicesAmt |
| Management And General | $172,862 | ManagementAndGeneralAmt |
| Fundraising | $188,708 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $843,342 | BOYAmt |
| EOY | $918,096 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,867 | BOYAmt |
| EOY | $32,541 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,605 | BOYAmt |
| EOY | $5,298 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $960,324 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $52,212 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $884,917 | BOYAmt |
| EOY | $908,112 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,523,948 | BOYAmt |
| EOY | $16,507,824 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $669,253 | BOYAmt |
| EOY | $773,073 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,260,932 | BOYAmt |
| EOY | $19,144,944 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,586 | BOYAmt |
| EOY | $248,762 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,334 | BOYAmt |
| EOY | $1,119,623 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,480 | BOYAmt |
| EOY | $24,172 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $591,400 | BOYAmt |
| EOY | $1,392,557 | 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 | $15,968,166 | BOYAmt |
| EOY | $16,681,459 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $701,366 | BOYAmt |
| EOY | $1,070,928 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,669,532 | BOYAmt |
| EOY | $17,752,387 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,260,932 | BOYAmt |
| EOY | $19,144,944 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $231,980 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $850,875 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $5,761,806 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,116,017 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,260,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,302,035 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,604,900 | CurrentTaxYearAmt |
| Total | $16,045,271 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,761,806 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,116,017 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,260,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,302,035 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,604,900 | CurrentTaxYearAmt |
| Total | $16,045,271 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,043,179 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,002,092 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $141,571 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $409,057 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $347,965 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $319,691 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $340,483 | CurrentTaxYearAmt |
| Total | $1,558,767 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2,000 | CurrentTaxYearMinus2YearsAmt |
| Total | $2,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,606,038 | TotalSupportAmt |
| Public Support CY170 | 0.68170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74340 | 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 | $371,866 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $36,618 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,485 | AdministrativeExpensesAmt |
| End Year Balance | $405,999 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $347,530 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $26,579 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,243 | AdministrativeExpensesAmt |
| End Year Balance | $371,866 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $347,225 | ContributionsAmt |
| Investment Earnings Or Losses | $598 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $293 | OtherExpendituresAmt |
| End Year Balance | $347,530 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $125,000 | OtherCostOrOtherBasisAmt |
| Book Value | $125,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $784,223 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,550 | DepreciationAmt |
| Book Value | $738,673 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,637 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,007 | DepreciationAmt |
| Book Value | $5,630 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,464 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,655 | DepreciationAmt |
| Book Value | $38,809 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $908,112 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUNITIES PAYABLE | Desc |
| Amt | $24,172 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $24,172 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,584,768 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $850,875 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $850,875 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,733,893 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,733,893 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,501,913 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,501,913 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,501,913 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FASB ASC 740-10 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS. BASED ON AN EVALUATION OF UNCERTAIN TAX POSITIONS MANAGEMENT IS REQUIRED TO MEASURE POTENTIAL TAX LIABILITIES THAT COULD HAVE A RISK GREATER THAN A 50% LIKELIHOOD OF BEING REALIZED UPON SETTLEMENT. AS OF DECEMBER 31, 2024 MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO SUCH RISK AND THEREFORE NO LIABILITIES HAVE BEEN RECORDED FOR UNCERTAIN TAX POSITIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (77 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| CARE REACH | ||||||||
| PO BOX 1147 | MARION | NC | 28752 | 562097503 | 501C3 | $20,000 | $0 | MCDOWELL DISASTER RELIEF THROUGH SAFETY NET PROGRAM |
| BABIES NEED BOTTOMS | ||||||||
| PO BOX 5171 | ASHEVILLE | NC | 28813 | 823574436 | 501C3 | $8,000 | $0 | MEETING BASIC NEEDS FOR VULNERABLE FAMILIES |
| ABOUNDING GRACE MINISTRIES | ||||||||
| PO BOX 361 | RUTHERFORDTON | NC | 28139 | 202340478 | 501C3 | $7,000 | $0 | BREAKTHROUGH TRANSITIONAL HOUSING PROGRAM FOR FEMALE FORMER INMATES |
| ISOTHERMAL COMMUNITY COLLEGE | ||||||||
| PO BOX 804 | SPINDALE | NC | 28160 | 560841505 | 501C3 | $25,000 | $0 | ICCS PATHWAY TO HOUSING |
| BLACK MOUNTAIN COUNSELING CENTER | ||||||||
| 201 N RIDGEWAY AVE | BLACK MOUNTAIN | NC | 28711 | 208436167 | 501C3 | $15,000 | $0 | RESOURCE AND SUPPORT ASSISTANT FOR BMCC OLD FORT OFFICE |
| BLUE RIDGE HOPE | ||||||||
| 131 W 2ND ST | RUTHERFORDTON | NC | 28139 | 830804789 | 501C3 | $7,500 | $0 | ADDITIONAL LOCATION |
| NC SCHOOLS FOR THE DEAF | ||||||||
| PO BOX 1397 | MORGANTON | NC | 28655 | 581995092 | 501C3 | $10,000 | $0 | PROVIDING HEALTH EQUITY FOE DEAF AND BLIND AND PROVIDING A SECURITY ALERT SYSTEM |
| BRIGHTER HOUSE | ||||||||
| PO BOX 1542 | MORGANTON | NC | 28680 | 851071504 | 501C3 | $15,000 | $0 | BRIGHTER HOUSE STAFF |
| RUTHERFORD HOUSING PARTNERSHIP | ||||||||
| PO BOX 1525 | RUTHERFORDTON | NC | 28139 | 562086573 | 501C3 | $10,000 | $0 | SAFE HOMES FOR ALL |
| BURKE LITERACY COUNSEL | ||||||||
| 200 N KING STREET | MORGANTON | NC | 28680 | 581814596 | 501C3 | $7,000 | $0 | PROJECT FLOWER EXPANSION |
| QUALITY COMPCALDWELL HOSPICE AND PALLATIVE CARE | ||||||||
| 902 KIRKWOOD STREET NW | LENOIR | NC | 28645 | 561338470 | 501C3 | $10,000 | $0 | QUALITY COMPASSION SUPPORT RENOVATION THE VALDESE PATIENT CARE UNIT |
| CARE REACH | ||||||||
| PO BOX 1147 | MARION | NC | 28752 | 562097503 | 501C3 | $15,000 | $0 | MATCH COMMUNITY RESOURE FAIRS |
| HICKORY NUT GORGE OUTREACH | ||||||||
| PO BOX 634 | LAKE LURE | NC | 28746 | 201240771 | 501C3 | $10,000 | $0 | HOME REPAIR FOR OUTREACH CLIENTS |
| HIGH COUNTRY COMMUNITTY HEALTH | ||||||||
| PO BOX 1490 | BOONE | NC | 28607 | 273033445 | 501C3 | $7,000 | $0 | BRANCHES TO A HEALTHER COMMUNITY |
| HIGHER ACADEMIC CORP | ||||||||
| PO BOX 1441 | COLUMBUS | NC | 28722 | 464137977 | 501C3 | $30,000 | $0 | POLK COUNTY COMMUNITY LEARNING CENTER EMPOWERING MINDS |
| STEPS TO HOPE | ||||||||
| PO BOX 518 | COLUMBUS | NC | 28722 | 561484890 | 501C3 | $10,000 | $0 | DAYTIME SHELTER STAFF AND DOMESTIC VIOLENCE INTERVENTION PROGRAM |
| CARENET | ||||||||
| 79 ACADEMY STREET | MARION | NC | 28752 | 814539573 | 501C3 | $7,000 | $0 | IMPACT OUTREACH |
| EMPOWERING THROUGH BEAUTY | ||||||||
| PO BOX 924 | TRYON | NC | 28782 | 273753879 | 501C3 | $8,500 | $0 | PEA RIDGE PARTNERSHIP |
| BLUE RIDGE HEALTHCARE FOUNDATION | ||||||||
| 2201 S STERLING STREET | MORGANTON | NC | 28655 | 582063920 | 501C3 | $25,000 | $0 | HEALTHCARE CENTER RENOVATION ENHANCING THE ASSISTED LIVING ROOM FOR RESIDENTS NEEDING HIGHER LEVEL 24/7 CARE |
| FREEDON LIFE | ||||||||
| PO BOX 1134 | MARION | NC | 28752 | 461322178 | 501C3 | $11,000 | $0 | REENTRY TRANSITION HOUSING AND SERVICES |
| MCDOWELL CHAMBER OF COMMERCE | ||||||||
| 1170 W TATE STREET | MARION | NC | 28752 | 923798075 | 501C3 | $10,000 | $0 | MCDOWELL CHAMBER BUILDING ACQUISTION AND UPFIT |
| MCDOWELL MISSION MINISTRIES | ||||||||
| PO BOX 297 | MARION | NC | 28752 | 561872125 | 501C3 | $10,000 | $0 | TRANSITIONAL LIVING HOME |
| RUTHERFORD COUNTY SENIOR CENTER | ||||||||
| 193 CALLAHAN KOON RD SUITE 132 | SPINDALE | NC | 28160 | 566000337 | 501C3 | $20,000 | $0 | HOME DELIVERED MEALS PROGRAM AND HOMEBOUND SENIORS |
| RUTHERFORD COUNTY SCHOOLS | ||||||||
| 382 WEST MAIN STREET | FOREST CITY | NC | 28043 | 272771407 | 501C3 | $10,000 | $0 | HELPING HANDS FOR HOMELESS STUDENTS |
| SPECIAL OLYMPICS NORTH CAROLINA | ||||||||
| 2200 GATEWAY CENTRE BLVD STE 201 | MORRISVILLE | NC | 27560 | 561149607 | 501C3 | $10,000 | $0 | SPECIAL OLYMPICS HEALTH |
| THE ENOLA GROUP | ||||||||
| PO BOX 250 | MORGANTON | NC | 28655 | 561270967 | 501C3 | $11,000 | $0 | JUST VISITING DROP IN CHILD CARE |
| THE HOUSING ASSISTANCE CORP | ||||||||
| PO BOX 2057 | HENDERSONVILLE | NC | 28793 | 581831757 | 501C3 | $15,000 | $0 | LITTLE WHITE OAK SUBDIVISION WATER PUMP STATION |
| THE MEETING PLACE | ||||||||
| PO BOX 2861 | MORGANTON | NC | 28680 | 550863996 | 501C3 | $15,000 | $0 | WOMEN & CHILDREN TRANSITIONAL HOUSING PROGRAM |
| YOKEFELLOW SERVICE CENTER | ||||||||
| PO BOX 351 | SPINDALE | NC | 28160 | 561116990 | 501C3 | $12,500 | $0 | COMMITMENT TO SERVE |
| YOUNG MENS CHRISTIAN ASSOC OF GREATER SPARTANBURG | ||||||||
| 151 RIBAULT ST | SPARTENBURG | SC | 29302 | 570314425 | 501C3 | $14,000 | $0 | POLK COUNTY YMCA FACILITY |
| BURKE COUNTY PUBLIC SCHOOLS | ||||||||
| PO DRAWER 989 | MORGANTON | NC | 28680 | 560935935 | 501C3 | $50,000 | $0 | BURKE RECOVERY SERVICES FOR BCPS |
| POLK COUNTY SCHOOLS | ||||||||
| PO BOX 638 | COLUMBUS | NC | 28722 | 566001098 | 501C3 | $50,000 | $0 | SCHOOL BASED YOUTH BEHAVIORAL AND MENTAL HEALTH SERVICE |
| MCDOWELL COUNTY SCHOOLS | ||||||||
| 334 S MAIN STREET | MARION | NC | 28752 | 566001073 | 501C3 | $50,000 | $0 | SCHOOL BASED YOUTH BEHAVIORAL AND MENTAL HEALTH SERVICE |
| RUTHERFORD COUNTY SCHOOLS | ||||||||
| 382 WEST MAIN STREET | FOREST CITY | NC | 28043 | 566001107 | 501C3 | $50,000 | $0 | SCHOOL BASED YOUTH BEHAVIORAL AND MENTAL HEALTH SERVICE |
| BILLS CREEK COMMUNITY CENTER | ||||||||
| PO BOX 11 | LAKE LURE | NC | 28746 | 061725552 | 501C3 | $7,500 | $0 | CENTER REPAIR DUE TO STORM DAMAGE |
| BLACK MOUNTAIN COUNSELING CENTER | ||||||||
| 201 N RIDGEWAY AVE | BLACK MOUNTAIN | NC | 28711 | 208136167 | 501C3 | $10,000 | $0 | PROVIDING MENTAL HEALTH TO THOSE AFFECTED BY HURRICAN HELENE |
| BLUE RIDGE COMMUNITY ACTION | ||||||||
| 800 NORTH GREEN STREET | MORGANTON | NC | 28655 | 560855390 | 501C3 | $15,000 | $0 | QUAKER MEADOWS GENERATIONS |
| BURKE COUNTY UNITED WAY | ||||||||
| 121 WEST UNION STREET | MORGANTON | NC | 28655 | 560929553 | 501C3 | $10,000 | $0 | ESSENTIAL NEEDS DISCREATONARY ASSISTANCE FUND |
| BURKE LITERACY COUNSEL | ||||||||
| 200 N KING STREET | MORGANTON | NC | 28655 | 581814596 | 501C3 | $6,000 | $0 | HURRICANE HELENE FINANCIAL RELIEF |
| CALVARY LUTHERAN CHURCH | ||||||||
| 119 N KING STREET | MORGANTON | NC | 28655 | 561132001 | 501C3 | $14,400 | $0 | REFUGEE RESETTLEMENT SUPPORT |
| CAMP GREER | ||||||||
| PO BOX 490 | OLD FORT | NC | 28762 | 901033788 | 501C3 | $15,000 | $0 | CAMP GRIER HURRICANE RELIEF EFFORT |
| CASTING FOR HOPE | ||||||||
| 116 SOUTH STERLING STREET SUITE 204 | MORGANTON | NC | 28655 | 464852561 | 501C3 | $10,000 | $0 | HURRNICANE HELENE RELIEF PROGRAM |
| CENTRO UNIDO LATINO AMERICANO | ||||||||
| 79 ACADEMY STREET | MARION | NC | 28752 | 562678411 | 501C3 | $15,000 | $0 | LATINO COMMUNITY RECOVERY INITIATIVE REBUILDING AFTER HURRIANCE HELENE |
| CHASE HIGH SCHOOL | ||||||||
| 1603 CHASE HIGH RD | FOREST CITY | NC | 28043 | 566001107 | 501C3 | $7,200 | $0 | STUDENT AND INSTRUCTIONAL ASSISTANCE FROM HURRICAN HELENE |
| CLASSICAL ACADEMY CFA INC | ||||||||
| 1058 ISLAND CREEK RD | LAKE LURE | NC | 28746 | 271315350 | 501C3 | $10,000 | $0 | FEED THE KIDS |
| CROSS MEMOIRAL BAPTIST CHURCH | ||||||||
| PO BOX 1127 | MARION | NC | 28752 | 030447963 | 501C3 | $10,000 | $0 | REGROUP REBUILD RESTORE |
| EAGLE MARKET STREET DEVELOPMENT CO | ||||||||
| 70 SOUTH MARKET STREET | ASHEVILLE | NC | 28801 | 582140995 | 501C3 | $15,000 | $0 | CATAWBA VALE BUSINESS HLIB |
| EAST MARION PENTECOSTAL HOLINESS CHURCH | ||||||||
| PO BOX 1103 | MARION | NC | 28752 | 580904463 | 501C3 | $15,000 | $0 | BLESSING LIVES |
| FOOTHILLS HEALTH DISTRICT | ||||||||
| 221 CALLAHAN KOON RD | MARION | NC | 28752 | 566000900 | 501C3 | $15,000 | $0 | PUBLIC HEALTH HURRICANE HELENE SUPPLU |
| FREEDOM LIFE | ||||||||
| PO BOX 1134 | MARION | NC | 28752 | 461322178 | 501C3 | $20,000 | $0 | FRREOME LIFE HURRICANE DISASTER RELIEF |
| GRACE COMMUNITY CHURCH | ||||||||
| 5182 US 70 W | MARION | NC | 28752 | 954896863 | 501C3 | $15,000 | $0 | FUNDS FOR IMMEDIATE RELIEF |
| GRAHAMTOWN TEAM INC | ||||||||
| PO BOX 1941 | FOREST CITY | NC | 28043 | 271401392 | 501C3 | $10,000 | $0 | COMMUNITY HEALTH AND SAFETY |
| HENDERSON COUNTY FREE MEDICAL CLINIC | ||||||||
| 841 CASE STREET | HENDERSONVILLE | NC | 28792 | 562212024 | 501C3 | $15,000 | $0 | THE FREE CLINICS POLK COUNTY MEDICAL CLINIC |
| ISOTHERMAL COMMUNITY COLLEGE | ||||||||
| PO BOX 804 | SPINDALE | NC | 28160 | 581518223 | 501C3 | $19,500 | $0 | PATRIOT RELIEF EXTENSION FOOD AND CHILDCARE SERVICES FOR HURRICANE HELENE RECOVERY |
| LAKE LURE BAPTIST CHURCH | ||||||||
| 6837 US 64 74A HIGHWAY | LAKE LURE | NC | 28746 | 581911111 | 501C3 | $10,000 | $0 | HICKORY NUT GORGE, LAKE LURE, POLK COUNTY HURRICANE HELENE DISASTER RELIEF |
| LOVING HEARTS BEAR CLOSET | ||||||||
| 790 VETERANS DRIVE | MARION | NC | 28752 | 301219976 | 501C3 | $10,000 | $0 | DISASTER CAPACITY EXPANSION |
| MCDOWELL COUNTY SCHOOLS | ||||||||
| 334 S MAIN STREET | MARION | NC | 28752 | 566001073 | 501C3 | $15,000 | $0 | BETTER TOGETHER |
| MISSION MINISTRIES ALLIANCE | ||||||||
| PO BOX 297 | MARION | NC | 28752 | 561872125 | 501C3 | $10,000 | $0 | PROVIDING EMERGENCY SHELTER AND RELIEF FOR HURRICAN HELENE |
| MOUNTAIN TRUE | ||||||||
| 29 N MARKET STREET STE 610 | ASHEVILLE | NC | 28801 | 561422691 | 501C3 | $15,000 | $0 | POST HELENE RELIEF ALONG THE BROAD AND GREEN RIVERS |
| NEW BETHEL AME ZION CHURCH | ||||||||
| 263 FOREST STREET | FOREST CITY | NC | 28043 | 352743960 | 501C3 | $15,000 | $0 | PROJECT RELIEF |
| PILGRIMS WAY BAPTIST CHURCH | ||||||||
| 485 HAMILTON RD | RUTHERFORDTON | NC | 28139 | 651283023 | 501C3 | $15,000 | $0 | DISASTER RELIEF DISTRIBUTION CENTER |
| RECOVERY VENTURE CORP | ||||||||
| PO BOX 452 | BLACK MOUNTAIN | NC | 28711 | 710675890 | 501C3 | $10,000 | $0 | REBUILDING AND OPERATIONAL SUPPORT AFTER HELENE |
| RUTHERFORD COUNTY HABITAT FOR HUMANITY | ||||||||
| PO BOX 1534 | RUTHERFORDTON | NC | 28139 | 561581336 | 501C3 | $15,000 | $0 | HABITAT DISASTER RELIEF RECOVERY |
| RUTHERFORD COUNTY SCHOOLS EDUCATION FOUNDATION | ||||||||
| 382 WEST MAIN STREET | FOREST CITY | NC | 28043 | 272771407 | 501C3 | $10,000 | $0 | RCS HURRICANE RELIEF HELPING HANDS |
| RUTHERFORD HOUSING PARTNERSHIP | ||||||||
| PO BOX 1525 | RUTHERFORDTON | NC | 28139 | 562086573 | 501C3 | $10,000 | $0 | RESTOREING SAFE SHELTER EMERGENCY HOUSING REPAIRS FOR HURRICANE AFFECTED RESIDENTS |
| SALUDA POP-UP PANTRY | ||||||||
| 150 E MAIN STREET | SALUDA | NC | 28773 | 854044389 | 501C3 | $10,000 | $0 | PANTRY FOOD FOR POLK COUNTY COMMUNITY MEMBERS POST HURRICANE HELEN |
| SISTERS OF MERCY URGENT CARE | ||||||||
| 1201 B PARTON AVE | ASHEVILLE | NC | 28606 | 561463611 | 501C3 | $20,000 | $0 | HURRICANE RELIEF SUPPORT FOR OUR COLUMBUS CLINIC IN POLK COUNTY |
| SIXTH AVENUE PSYCHIATRIC REHABILITATION PARTNERS | ||||||||
| 218 W ALLEN STREET SUITE B | HENDERSONVILLE | NC | 28739 | 205599815 | 501C3 | $10,000 | $0 | HELPING HOUSING CLIENTS AFTER HELENE |
| THE HOUSING ASSISTANCE CORP | ||||||||
| PO BOX 2057 | HENDERSONVILLE | NC | 28739 | 581831757 | 501C3 | $10,000 | $0 | HURRICANE HELENE HOUSING RELIEF |
| THE SUNNY VIEW CLUBHOUSE | ||||||||
| 100 GERALD GIBBS RD | MILL SPRING | NC | 28756 | 900933214 | 501C3 | $7,500 | $0 | COMMUNITY SUPPORT AND BUILDING PREPAREDNESS |
| THOMAS JEFFERSON CLASSICAL ACADEMY | ||||||||
| 1100 SOUTH BROADWAY STREET | MOORESBOR | NC | 28114 | 562123336 | 501C3 | $11,000 | $0 | TOGETHER WE THRIVE |
| TRINTY CHRISTIAN SCHOOL | ||||||||
| 299 DETER STREET | RUTHERFORDTON | NC | 28139 | 591708962 | 501C3 | $10,000 | $0 | FENCE REBUILD EROSION REPAIR |
| UNION GROVE MISSIONARY BAPTIST CHURCH | ||||||||
| 3354 LANDRUM ROAD | COLUMBUS | NC | 28722 | 576068617 | 501C3 | $10,000 | $0 | UNION GROVE MISSIONARY BAPTIST OUTREACH |
| UNION HILL AME ZION CHURCH | ||||||||
| 461 FERGUSON RIDGE ROAD | UNION MILLS | NC | 28167 | 561502952 | 501C3 | $7,000 | $0 | PROJECT COMMUNITY RELIEF |
| WESTERN PIEDMONT COMMUNITY COLLEGE | ||||||||
| 1001 BURKEMONT AVE | MORGANTON | NC | 28655 | 560816544 | 501C3 | $15,000 | $0 | WPCC DISASTER RELIEF FOR STUDENTS, STAFF AND FACULTY |
| WOODLAWN SEVIER VFD | ||||||||
| 44 N VALLEY STREET | MARION | NC | 28752 | 593825694 | 501C3 | $20,000 | $0 | UTA FOR COMMUNITY RESCUE AND RELIEF DELIVER |
| YOKEFELLOW SERVICE CENTER | ||||||||
| PO BOX 351 | SPINDALE | NC | 28160 | 561116990 | 501C3 | $25,000 | $0 | STEPPING TOWARD TOMORROW |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THROUGH INTENTIONAL PARTNERSHIPS AND COLLABORATIONS, GATEWAY WELLNESS FOUNDATION WORKS TO IMPROVE AND SUPPORT THE QUALITY OF LIFE IN WESTERN NORTH CAROLINA BY ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH AND PROVIDING FUNDING TO NONPROFIT ORGANIZATIONS THAT SEEK SOLUTIONS TO HEALTH AND WELLNESS OBSTACLES FOR THE RESIDENTS OF WNC. FUNDING FOR 2024 WAS FOCUSED ON PROJECTS RELATED TO ACCESS TO HEALTHCARE, EARLY CHILDHOOD DEVELOPMENT, FOOD INSECURITY, HOUSING AND HURRICANE HELENE RELIEF. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEIL GURNEY | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $168,721 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $14,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $5,482 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $4,588 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $192,791 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | 990 WILL BE SENT BY EMAIL TO ALL BOARD MEMBERS AND REVIEWED AND APPROVED BY THE BOARD CHAIR AND TREASURER AND THEN REVIEWED AT THE NEXT BOARD MEETING |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL SUBMISSION OF COMPLIANCE AND CONFLICT FORMS |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD CONSULTS WITH A SEARCH FIRM AND ANOTHER NONPROFIT ON COMPENSATION LEVELS WHEN EMPLOYING THE CURRENT EMPLOYEES |
| FORM 990, PART VI, SECTION C, LINE 18 | WILL BE ON GUIDESTAR, WILL DISTRIBUTE IF REQUIRED |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| GATEWAY INVESTMENTS LLC | |||||||
| 74 NORTH GARDEN STREET | MARION | NC | 28752 | 463395393 | ASSIST GATEWAY WELLNESS FOUNDATION WITH INVESTMENT ASSETS | NC | GATEWAY WELLNESS FOUNDATION INC |
| HOME REPAIR PARTNERSHIP LLC | |||||||
| 74 NORTH GARDEN STREET | MARION | NC | 28752 | 463395393 | EMERGENCY HOME REPAIRS FOR LOW INCOME FAMILIES | NC | GATEWAY WELLNESS FOUNDATION INC |
| GATEWAY HOUSING LLC | |||||||
| 74 NORTH GARDEN STREET | MARION | NC | 28752 | 463395393 | HOUSING PROJECTS FOR LOW INCOME FAMILIES | NC | GATEWAY WELLNESS FOUNDATION INC |
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