ATRIUM HEALTH FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ATRIUM HEALTH FOUNDATION (EIN 56-6060481)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349309205
- Schema version
- 2020v4.1
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T11:15:46-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 VANTAGE PARK DRIVE SUITE 500 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566060481 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATRIUM HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ATRI | BusinessNameControlTxt |
| Phone | 7043554048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 32861 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282322861 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELECTA E MCPHERSON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7043554048 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELECTA | PersonFirstNm |
| Person Last | MCPHERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE MELCHIOR | PreparerPersonNm |
| PTIN | P00488037 | PTIN |
| Phone | 7046323500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ARMANDO L CHARDIET | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 32861 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28232 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $170,129,403 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ATRIUMHEALTHFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT FOR ATRIUM HEALTH (AH) PROGRAMS & FACILITIES | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $24,854 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $34,628,896 | PYContributionsGrantsAmt |
| CY Contributions Grants | $38,517,447 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,586,352 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,597,539 | CYInvestmentIncomeAmt |
| PY Other Revenue | $620,658 | PYOtherRevenueAmt |
| CY Other Revenue | $688,932 | CYOtherRevenueAmt |
| PY Total Revenue | $50,835,906 | PYTotalRevenueAmt |
| CY Total Revenue | $59,803,918 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $41,093,047 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $41,208,816 | 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 | $3,636,961 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,942,452 | PYOtherExpensesAmt |
| CY Other Expenses | $6,156,235 | CYOtherExpensesAmt |
| PY Total Expenses | $47,035,499 | PYTotalExpensesAmt |
| CY Total Expenses | $47,365,051 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,800,407 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,438,867 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $368,152,746 | TotalAssetsBOYAmt |
| Total Assets EOY | $404,080,450 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,547,241 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,761,679 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $362,605,505 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $396,318,771 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IN SUPPORT OF ATRIUM HEALTH, WE:INSPIRE TRANSFORMATIONAL GIVING TO IMPROVE HEALTH, ELEVATE HOPE, AND ADVANCE HEALING - FOR ALL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,750,000 | ExpenseAmt |
| Grant | $4,750,000 | GrantAmt |
| Desc | MEDICAL RESEARCH ADVANCEMENT: PROVIDED SUBSTANTIAL OPERATIONAL FUNDING TO ATRIUM HEALTH'S CANNON RESEARCH CENTER, A PROMINENT SCIENTIFIC & CLINICAL RESEARCH FACILITY ADDRESSING A WIDE VARIETY OF MEDICAL SPECIALTIES FROM NEUROSCIENCES AND ORTHOPAEDICS TO CANCER RESEARCH. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,999,996 | ExpenseAmt |
| Grant | $9,999,996 | GrantAmt |
| Desc | SUPPORT FOR MEDICAL EDUCATION PROGRAMS: PROVIDED OPERATIONAL FUNDING FOR A VARIETY OF MEDICAL EDUCATION PROGRAMS CONDUCTED BY AH HOSPITALS TO BROADEN MEDICAL KNOWLEDGE, TRAIN HUNDREDS OF NEW MEDICAL PROFESSIONALS, AND ENHANCE MEDICAL CARE FOR THOUSANDS OF PATIENTS IN THE CAROLINAS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,943,606 | ExpenseAmt |
| Grant | $8,943,606 | GrantAmt |
| Desc | SUPPORT FOR CHILDREN'S PROGRAMS & SERVICES: PROVIDED SIGNIFICANT SUPPORT FOR MEDICAL EQUIPMENT & PROGRAMMING IN NEWBORN & PEDIATRIC UNITS THROUGHOUT AH HOSPITALS. THESE HOSPITALS TREAT OVER 100,000 CHILDREN ANNUALLY ON AN INPATIENT AND OUTPATIENT BASIS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (17 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $2,330,160 | $2,330,160 | SUPPORT FOR MEDICAL, NURSING & ALLIED HEALTH EDUCATION: PROVIDED OPERATING & STUDENT SCHOLARSHIP SUPPORT FOR AH'S NURSING & ALLIED HEALTH EDUCATIONAL PROGRAMS THAT GRADUATE HUNDREDS OF PROFESSIONALS ANNUALLY TO SERVE AREA HOSPITALS AND OTHER HEALTHCARE FACILITIES. |
| $2,057,688 | $2,057,688 | SUPPORT FOR COMMUNITY HEALTH EDUCATION & AWARENESS |
| $1,349,127 | $1,349,127 | SUPPORT FOR MUSCULAR DYSTROPHY RESEARCH PROGRAMS |
| $241,692 | $241,692 | SUPPORT FOR CAROLINAS NEUROMUSCULAR/ALS CENTER |
| $500,000 | $500,000 | SUPPORT FOR AH HEALTH OUTCOMES RESEARCH |
| $124,378 | $124,378 | SUPPORT FOR EMERGENCY MEDICINE & TRAUMA PROGRAMS |
| $4,841,607 | $4,841,607 | FUNDING FOR AH CANCER PROGRAMS |
| $815,628 | $815,628 | SUPPORT FOR AH GENERAL AND MINIMALLY INVASIVE SURGERY PROGRAMS |
| $1,731,596 | $1,731,596 | SUPPORT FOR SANGER HEART & VASCULAR INSTITUTE FACILITIES & RELATED PROGRAMS |
| $374,320 | $374,320 | SUPPORT FOR AH ORTHOPAEDIC RESEARCH |
| $618,360 | $618,360 | SUPPORT FOR AH PROGRAMS FOR DISABLED |
| $141,490 | $141,490 | SUPPORT FOR AH NEUROSCIENCE RESEARCH/EDUCATION |
| $45,495 | $45,495 | SUPPORT FOR AH REGIONAL HOSPITALS & PROGRAMS |
| $110,532 | $110,532 | SUPPORT FOR CMC-MERCY FACILITIES AND PROGRAMS |
| $903,506 | $903,506 | SUPPORT FOR AH BEHAVIORAL HEALTH PROGRAMS & EDUCATION |
| $434,417 | $434,417 | SUPPORT FOR AH LONG-TERM CARE & HOSPICE PROGRAMS |
| $895,218 | $895,218 | SUPPORT FOR AH PATIENT/STAFF OUTREACH & EDUCATION PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $17,515,214 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $17,515,214 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $41,208,816 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | 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 | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELECTA MCPHERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7043554048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 EAST BLVD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| ARMANDO L CHARDIET | ||||||||
| PRESIDENT | 50.00 | Yes (X) | $0 | $889,182 | $97,199 | |||
| JAMES R ERVIN | ||||||||
| SENIOR VP DEVELOPMENT (1/20-4/20) | 50.00 | Yes (X) | $0 | $365,610 | $9,761 | |||
| ELECTA E MCPHERSON | ||||||||
| SENIOR VICE PRESIDENT OPERATIONS | 50.00 | Yes (X) | $0 | $215,561 | $45,666 | |||
| MARK L GRIFFITH | ||||||||
| AVP, MAJOR GIFTS | 50.00 | $0 | $133,046 | $38,923 | Yes (X) | |||
| KIRSTIN E ASHFORD | ||||||||
| VICE PRESIDENT, CHIEF OF STAFF | 50.00 | Yes (X) | $0 | $140,497 | $30,091 | |||
| SCOTT KERR | ||||||||
| FORMER OFFICER | 0.00 | $0 | $160,831 | $0 | Yes (X) | |||
| JAMES E MATTEI | ||||||||
| CHAIR (1/20-9/20) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MANDY S HOUSER | ||||||||
| VC (1/20-9/20)/CHAIR (AS OF 9/20) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LUTHER A LOCKWOOD II | ||||||||
| DIR (1/20-9/20)/VC (AS OF 9/20) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LORI L SKLUT | ||||||||
| SECRETARY/DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| HOWARD BISSELL III | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| THOMAS J HALL | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MAY BEVERLY HEMBY | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JAMES E S HYNES | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| GREGORY OLSEN | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MANUEL REY | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MIKE RUCKER | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL SALVINO | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID SECREST | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,904,727 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $221,640 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BARRY BAKER DESIGN | |||||
| 1041 CHARTER PLACE | CHARLOTTE | NC | 282115658 | COMMERCIAL ART & GRAPHIC DESIGN | $177,052 |
| WELLS FARGO ASSET MANAGEMENT | |||||
| 401 S TRYON ST 3RD FLOOR | CHARLOTTE | NC | 28282 | INVESTMENT MANAGEMENT | $109,762 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $9,683 | FederatedCampaignsAmt |
| Fundraising | $1,098,849 | FundraisingAmt |
| Related Organizations | $2,651,441 | RelatedOrganizationsAmt |
| All Other Contributions | $34,757,474 | AllOtherContributionsAmt |
| Noncash Contributions | $203,755 | NoncashContributionsAmt |
| Total Contributions | $38,517,447 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,885,288 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $24,854 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,860,434 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,442,143 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $504,836 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $937,307 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $937,307 | TotalRevenueColumnAmt |
| Exclusion | $937,307 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $127,086,830 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $109,374,579 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,712,251 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,712,251 | TotalRevenueColumnAmt |
| Exclusion | $17,712,251 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $197,695 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,098,849 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $446,070 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$248,375 | TotalRevenueColumnAmt |
| Exclusion | -$248,375 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,803,918 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $24,854 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,261,617 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,205,816 | TotalAmt |
| Program Services | $41,205,816 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000 | TotalAmt |
| Program Services | $3,000 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,110,423 | TotalAmt |
| Management And General | $1,586,291 | ManagementAndGeneralAmt |
| Fundraising | $2,524,132 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,560 | TotalAmt |
| Management And General | $6,560 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,954 | TotalAmt |
| Management And General | $560,954 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,100 | TotalAmt |
| Fundraising | $100,100 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,015 | TotalAmt |
| Management And General | $4,798 | ManagementAndGeneralAmt |
| Fundraising | $400,217 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,748 | TotalAmt |
| Management And General | $37,135 | ManagementAndGeneralAmt |
| Fundraising | $106,613 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,989 | TotalAmt |
| Management And General | $18,590 | ManagementAndGeneralAmt |
| Fundraising | $213,399 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,794 | TotalAmt |
| Management And General | $31,707 | ManagementAndGeneralAmt |
| Fundraising | $66,087 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,603 | TotalAmt |
| Management And General | $1,025 | ManagementAndGeneralAmt |
| Fundraising | $14,578 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,097 | TotalAmt |
| Fundraising | $1,097 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,426 | TotalAmt |
| Management And General | $266,426 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| ORG. DUES & MEMBERSHIPS | $204,596 | $1,549 | $203,047 |
| BOOKS & SUBSCRIPTIONS | $11,930 | $4,239 | $7,691 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,365,051 | TotalAmt |
| Program Services | $41,208,816 | ProgramServicesAmt |
| Management And General | $2,519,274 | ManagementAndGeneralAmt |
| Fundraising | $3,636,961 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,464,949 | BOYAmt |
| EOY | $4,114,217 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,734,978 | BOYAmt |
| EOY | $48,474,251 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,231 | BOYAmt |
| EOY | $402,851 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,815,627 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,447,159 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,492,667 | BOYAmt |
| EOY | $4,368,468 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,078,263 | BOYAmt |
| EOY | $305,957,644 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,102,597 | BOYAmt |
| EOY | $34,816,424 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,509,021 | BOYAmt |
| EOY | $5,509,021 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,040 | BOYAmt |
| EOY | $437,574 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,152,746 | BOYAmt |
| EOY | $404,080,450 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,309,396 | BOYAmt |
| EOY | $4,457,487 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,000 | BOYAmt |
| EOY | $135,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,092,796 | BOYAmt |
| EOY | $1,042,101 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,955,049 | BOYAmt |
| EOY | $2,127,091 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,547,241 | BOYAmt |
| EOY | $7,761,679 | 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 | $18,048,777 | BOYAmt |
| EOY | $11,524,537 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,556,728 | BOYAmt |
| EOY | $384,794,234 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,605,505 | BOYAmt |
| EOY | $396,318,771 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,152,746 | BOYAmt |
| EOY | $404,080,450 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $12,438,867 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $22,159,399 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$885,000 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $39,218,066 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,815,402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,623,196 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,628,896 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,517,447 | CurrentTaxYearAmt |
| Total | $182,803,007 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,218,066 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,815,402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,623,196 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,628,896 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,517,447 | CurrentTaxYearAmt |
| Total | $182,803,007 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $26,803,386 | SubstantialContributorsTotAmt |
| Public Support Total170 | $155,999,621 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,707,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,560,765 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,647,505 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,083,402 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,302,576 | CurrentTaxYearAmt |
| Total | $26,301,718 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $20,579 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,854 | CurrentTaxYearAmt |
| Total | $45,433 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $209,150,158 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,272,128 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74590 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72200 | 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 | $48,039,776 | BeginningYearBalanceAmt |
| Contributions | $2,819,330 | ContributionsAmt |
| Investment Earnings Or Losses | $6,878,870 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $796,268 | GrantsOrScholarshipsAmt |
| End Year Balance | $56,941,708 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,182,629 | BeginningYearBalanceAmt |
| Contributions | $3,280,031 | ContributionsAmt |
| Investment Earnings Or Losses | $6,890,649 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,105,495 | GrantsOrScholarshipsAmt |
| End Year Balance | $48,039,776 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,460,321 | BeginningYearBalanceAmt |
| Contributions | -$18,515,761 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,882,625 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $870,237 | GrantsOrScholarshipsAmt |
| End Year Balance | $39,182,629 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,047,751 | BeginningYearBalanceAmt |
| Contributions | $1,841,375 | ContributionsAmt |
| Investment Earnings Or Losses | $5,571,195 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $61,460,321 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,046,433 | BeginningYearBalanceAmt |
| Contributions | -$678,525 | ContributionsAmt |
| Investment Earnings Or Losses | $679,843 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $54,047,751 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $848,743 | InvestmentCostOrOtherBasisAmt |
| Book Value | $848,743 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $6,206,657 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $5,964,500 | DepreciationAmt |
| Book Value | $242,157 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $540,976 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $469,450 | DepreciationAmt |
| Book Value | $71,526 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $4,219,251 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,013,209 | DepreciationAmt |
| Book Value | $3,206,042 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,368,468 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CANYON VALUE REALIZATION FUND | $6,005,638 | F |
| CHATHAM LONG/SHORT FIXED INCOME FUND | $7,209,603 | F |
| ENCAP PRIVATE EQUITY FUND | $1,548,167 | F |
| FIR TREE MULTI-STRATEGY HEDGE FUND | $3,998 | F |
| GSO PRIVATE EQUITY FUND | $185,723 | F |
| HARBOURVEST PRIVATE EQUITY FUNDS | $16,884,831 | F |
| Q-BLK PRIVATE EQUITY FUNDS | $2,657,217 | F |
| RIVER BIRCH LONG/SHORT FIXED INCOME FUND | $321,247 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $34,816,424 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REVOCABLE FUNDS MANAGED FOR OTHERS | Desc |
| Amt | $2,127,091 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,127,091 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | ANNUAL INCOME FROM THE FOUNDATION'S ENDOWED FUNDS BENEFITS A GREAT VARIETY OF PROGRAMS AND FACILITIES AT ATRIUM HEALTH, CONSISTENT WITH THE WISHES AND DESIGNATIONS OF THE DONORS WHO CREATED THE VARIOUS ENDOWMENTS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CAYMAN ISLANDS | RegionTxt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $33,634,917 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $33,634,917 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $33,634,917 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LEVINE CHILDREN'S GALA | Event1Nm |
| Gross Receipts Event1 | $472,402 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $441,055 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $31,347 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $23,595 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $57,978 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $167,430 | OtherDirectExpensesEvent1Amt |
| Event2 | BEHAVIORAL HEALTH LUNCH | Event2Nm |
| Gross Receipts Event2 | $144,545 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $132,555 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $11,990 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $2,257 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $2,250 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $22,485 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $7,144 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $9,070 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 22 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $679,597 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $525,239 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $154,358 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $2,083 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $6,691 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $13,049 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $3,178 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $128,860 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,296,544 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,098,849 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $197,695 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $4,340 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,941 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $59,129 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $68,300 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $305,360 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $446,070 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$248,375 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (35 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ATRIUM HEALTH | ||||||||
| PO BOX 16188 | CHARLOTTE | NC | 28232 | 560529945 | 170(C)(1) | $4,750,000 | CANNON RESEARCH CENTER - OPERATIONS & PROGRAMS | |
| ATRIUM HEALTH | ||||||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | 560529945 | 170(C)(1) | $8,582,105 | CHILDREN'S & NEWBORN PROGRAMS | |
| ATRIUM HEALTH | ||||||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | 560529945 | 170(C)(1) | $2,327,460 | MEDICAL,NURSING & ALLIED HEALTH EDUCATION PROGRAMS | |
| ATRIUM HEALTH | ||||||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | 560529945 | 170(C)(1) | $9,999,996 | MEDICAL EDUCATION PROGRAMS | |
| ATRIUM HEALTH | ||||||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | 560529945 | 170(C)(1) | $136,490 | NEURO PROGRAMS, RESEARCH & EDUCATION | |
| ATRIUM HEALTH | ||||||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | 560529945 | 170(C)(1) | $369,420 | ORTHOPAEDIC RESEARCH & EDUCATION | |
| ATRIUM HEALTH | ||||||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | 560529945 | 170(C)(1) | $1,346,127 | MUSCULAR DYSTROPHY RESEARCH PROGRAMS | |
| ATRIUM HEALTH | ||||||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | 560529945 | 170(C)(1) | $4,738,232 | CANCER PROGRAMS & RESEARCH | |
| ATRIUM HEALTH | ||||||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | 560529945 | 170(C)(1) | $434,417 | LONG-TERM CARE & HOSPICE | |
| ATRIUM HEALTH | ||||||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | 560529945 | 170(C)(1) | $500,000 | CENTER FOR OUTCOMES RESEARCH & EDUCATION | |
| ATRIUM HEALTH | ||||||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | 560529945 | 170(C)(1) | $618,360 | CAROLINAS REHABILITATION OUTREACH PROGRAMS | |
| ATRIUM HEALTH | ||||||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | 560529945 | 170(C)(1) | $1,709,098 | COMMUNITY HEALTH EDUCATION & AWARENESS | |
| ATRIUM HEALTH | ||||||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | 560529945 | 170(C)(1) | $119,778 | EMERGENCY MEDICINE & TRAUMA PROGRAMS | |
| ATRIUM HEALTH | ||||||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | 560529945 | 170(C)(1) | $110,532 | CMC - MERCY FACILITIES & PROGRAMS | |
| ATRIUM HEALTH | ||||||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | 560529945 | 170(C)(1) | $241,692 | CAROLINAS NEUROMUSCULAR/ALS CENTER | |
| ATRIUM HEALTH | ||||||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | 560529945 | 170(C)(1) | $29,995 | SUPPORT FOR REGIONAL HOSPITALS & PROGRAMS | |
| ATRIUM HEALTH | ||||||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | 560529945 | 170(C)(1) | $815,628 | GENERAL & MINIMALLY INVASIVE SURGERY PROGRAMS & RESEARCH | |
| ATRIUM HEALTH | ||||||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | 560529945 | 170(C)(1) | $1,727,397 | SANGER HEART & VASCULAR INSTITUTE | |
| ATRIUM HEALTH | ||||||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | 560529945 | 170(C)(1) | $903,506 | BEHAVIORAL HEALTH PROGRAMS & PSYCHIATRY RESIDENCY EDUCATION | |
| ATRIUM HEALTH | ||||||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | 560529945 | 170(C)(1) | $895,218 | PATIENT/STAFF OUTREACH PROGRAMS AND EDUCATION | |
| 24 FOUNDATION | ||||||||
| 500 E MOREHEAD STREET SUITE 318 | CHARLOTTE | NC | 28211 | 203768277 | 501(C)(3) | $100,500 | SUPPORT FOR CANCER-RELATED FUNDRAISING ACTIVITIES | |
| HEINEMAN MEDICAL RESEARCH INC | ||||||||
| 1001 BLYTHE BLVD SUITE 604 | CHARLOTTE | NC | 28203 | 566023076 | 501(C)(3) | $64,600 | SUPPORT FOR INTERNATIONAL MEDICAL PROGRAMS | |
| CARE RING INC | ||||||||
| 601 E 5TH ST STE 140 | CHARLOTTE | NC | 28202 | 560621073 | 501(C)(3) | $238,590 | SUPPORT FOR COMMUNITY OUTREACH PROGRAMS | |
| BLUE RIDGE HEALTHCARE FOUNDATION | ||||||||
| 2201 SOUTH STERLING STREET | MORGANTON | NC | 28655 | 582063920 | 501(C)(3) | $34,708 | SUPPORT FOR PEDIATRIC MEDICAL EQUIPMENT | |
| ISABELLA SANTOS FOUNDATION | ||||||||
| 9935-D REA ROAD UNIT 275 | CHARLOTTE | NC | 28277 | 261332748 | 501(C)(3) | $25,000 | SUPPORT FOR PEDIATRIC CANCER-RELATED FUNDRAISING ACTIVITIES | |
| CHARLOTTE BALLET | ||||||||
| 701 N TRYON ST | CHARLOTTE | NC | 28202 | 581314711 | 501(C)(3) | $10,000 | SUPPORT FOR CANCER-RELATED FUNDRAISING ACTIVITIES | |
| BEADS OF COURAGE | ||||||||
| 3230 N DODGE BLVD SUITE J | TUCSON | AZ | 85716 | 202721500 | 501(C)(3) | $6,000 | SUPPORT FOR PEDIATRIC CANCER PROGRAMS | |
| HOSPITALITY HOUSE | ||||||||
| 1400 SCOTT AVE | CHARLOTTE | NC | 28203 | 561523878 | 501(C)(3) | $7,500 | SUPPORT FOR COMMUNITY OUTREACH PROGRAMS | |
| MARTIN TRUEX JR FOUNDATION | ||||||||
| 156 CAYUGA DR | MOORESVILLE | NC | 28117 | 260654126 | 501(C)(3) | $7,000 | SUPPORT FOR PEDIATRIC CANCER-RELATED FUNDRAISING ACTIVITIES | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 4600 PARK RD SUITE 100 | CHARLOTTE | NC | 28209 | 131930701 | 501(C)(3) | $7,500 | SUPPORT FOR CYSTIC FIBROSIS FUNDRAISING ACTIVITIES | |
| ED STUBB WOMEN'S HEALTH CENTER | ||||||||
| 3611 MT HOLLY-HUNTERVILLE ROAD STE | CHARLOTTE | NC | 28216 | 043723062 | 501(C)(3) | $20,000 | SUPPORT FOR COMMUNITY OUTREACH PROGRAMS | 204 |
| THE REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| PO BOX 223131 | PITTSBURGH | PA | 15251 | 386006309 | 501(C)(3) | $120,000 | SUPPORT FOR KIDNEY RESEARCH NETWORK | |
| UNIVERSITY OF FLORIDA FOUNDATION INC | ||||||||
| 1938 W UNIVERSITY AVE | GAINESVILLE | FL | 32603 | 590974739 | 501(C)(3) | $100,000 | SUPPORT FOR PEDIATRIC CANCER-RELATED RESEARCH | |
| BAYADA HOME HEALTH CARE | ||||||||
| PO BOX 536446 | PITTSBURGH | PA | 15253 | 231943113 | 501(C)(3) | $25,778 | SUPPORT FOR COMMUNITY OUTREACH PROGRAMS | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DR SUITE 200 | RYE BROOK | NY | 10573 | 135644916 | 501(C)(3) | $18,375 | SUPPORT FOR CANCER RESEARCH PROGRAMS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANT DISBURSEMENTS MADE BY THE FOUNDATION MUST BE ACCOMPANIED BY A WRITTEN GRANT REQUEST FROM THE GRANTEE WHICH IS APPROVED FOR PAYMENT BY EITHER THE FOUNDATION'S SENIOR EXECUTIVE STAFF OR BOARD OF DIRECTORS, OR BOTH. THE GRANT REQUESTS CONTAIN A DESCRIPTION OF THE INTENDED PURPOSE FOR THE GRANT AND THE INTENDED GRANT RECIPIENT. THESE GRANT REQUESTS ARE REVIEWED PRIOR TO APPROVAL BY THE SENIOR VICE PRESIDENT AND/OR THE BOARD OF DIRECTORS TO ENSURE THAT SUPPORTED ACTIVITIES AND GRANT RECIPIENTS ARE CONSISTENT WITH THE FOUNDATION'S CHARITABLE PURPOSE AS STATED IN ITS ARTICLES OF INCORPORATION AND IN ITS FEDERAL TAX-EXEMPTION APPLICATION. ALL SUBSTANTIAL GRANTS FUNDED BY THE FOUNDATION ARE PERIODICALLY REVIEWED WITH THE GRANT RECIPIENTS EITHER VERBALLY OR IN WRITING TO ENSURE THAT GRANT FUNDS HAVE BEEN EXPENDED IN A MANNER THAT IS CONSISTENT WITH THE ORIGINAL APPROVED GRANT REQUEST. IN ADDITION TO THE ABOVE PROCEDURES AND CONTROLS, IT IS IMPORTANT TO NOTE THAT A SUBSTANTIAL MAJORITY OF THE FOUNDATION'S GRANTS ARE MADE TO THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY DBA ATRIUM HEALTH, A TAX-EXEMPT POLITICAL SUBDIVISION OF THE STATE OF NORTH CAROLINA. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARMANDO L CHARDIET | ||||||||||||||
| PRESIDENT | $0 | $504,391 | $0 | $281,875 | $0 | $102,916 | $0 | $59,636 | $0 | $37,563 | $0 | $986,381 | $0 | $48,960 |
| JAMES R ERVIN | ||||||||||||||
| SENIOR VP DEVELOPMENT (1/20-4/20) | $0 | $82,464 | $0 | $87,475 | $0 | $195,671 | $0 | $4,938 | $0 | $4,823 | $0 | $375,371 | $0 | $4,495 |
| ELECTA E MCPHERSON | ||||||||||||||
| SENIOR VICE PRESIDENT OPERATIONS | $0 | $170,140 | $0 | $44,184 | $0 | $1,237 | $0 | $16,175 | $0 | $29,491 | $0 | $261,227 | $0 | $0 |
| MARK L GRIFFITH | ||||||||||||||
| AVP, MAJOR GIFTS | $0 | $108,031 | $0 | $22,461 | $0 | $2,554 | $0 | $10,637 | $0 | $28,286 | $0 | $171,969 | $0 | $0 |
| KIRSTIN E ASHFORD | ||||||||||||||
| VICE PRESIDENT, CHIEF OF STAFF | $0 | $107,908 | $0 | $21,657 | $0 | $10,932 | $0 | $11,860 | $0 | $18,231 | $0 | $170,588 | $0 | $0 |
| SCOTT KERR | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $0 | $160,831 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $160,831 | $0 | $51,450 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | A RELATED ORGANIZATION (ATRIUM HEALTH) EMPLOYS A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, A COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH COMPENSATION OF THE FOUNDATION PRESIDENT, SENIOR VICE PRESIDENTS, AND VICE PRESIDENT. |
| PART I, LINE 4A | DURING THE YEAR ENDING DECEMBER 31,2020, JAMES R. ERVIN RECEIVED SEVERANCE PAYMENTS IN THE AMOUNT OF 195,211 PURSUANT TO THE POLICIES AND PROCEDURES OF A RELATED ORGANIZATION (ATRIUM HEALTH) UPON SEPARATION. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $131,165 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | DONATED AUCTION ITEMS | Desc |
| Contribution | 75 | ContributionCnt |
| Noncash Contributions Rpt F990 | $72,590 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | PUBLICLY TRADED SECURITIES CONTRIBUTIONS ARE SOLD IMMEDIATELY UPON RECEIPT THROUGH THE FOUNDATION'S BROKERAGE ACCOUNT AT WELLS FARGO ADVISORS. SCHEDULE M, PART I, COLUMN (B): REPORTING THE NUMBERS OF CONTRIBUTIONS ON SCHEDULE M, PART I, LINE 9 FOR PUBLICLY TRADED SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | NEW MEMBERS OF THE FOUNDATION BOARD OF DIRECTORS ARE NOMINATED BY THE EXISTING BOARD AND THEN, IF APPROVED, ARE ELECTED BY THE BOARD OF COMMISSIONERS OF THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY (DBA ATRIUM HEALTH). |
| FORM 990, PART VI, SECTION A, LINE 7B | NEW MEMBERS OF THE FOUNDATION BOARD OF DIRECTORS ARE NOMINATED BY THE EXISTING BOARD AND THEN, IF APPROVED, ARE ELECTED BY THE BOARD OF COMMISSIONERS OF THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY (DBA ATRIUM HEALTH). THE FOUNDATION'S BYLAWS PROVIDE THE FOLLOWING RESERVED POWERS AND SPECIFIC RIGHTS OF THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY: IN ADDITION TO ANY OTHER POWERS AND RIGHTS RESERVED TO THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY BY THE CORPORATION'S ARTICLES OF INCORPORATION, BY THESE BYLAWS OR BY LAW, THE FOLLOWING FUNDAMENTAL ACTIONS OF THE CORPORATION REQUIRE THE ACTION, CONSENT OR PRIOR WRITTEN APPROVAL OF THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY: (A) AMENDMENT OR REPEAL OF THE CORPORATION'S BYLAWS OR ARTICLES OF INCORPORATION; (B) TRANSFER OR SALE OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS; AND (C) MERGER OR DISSOLUTION OF THE CORPORATION. THE RESERVED POWERS AND SPECIFIC RIGHTS OF THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY SHALL BE TAKEN BY THE AUTHORITY CEO OR BY SUCH OTHER PERSONS AS MAY FROM TIME TO TIME BE DULY AUTHORIZED BY THE AUTHORITY CEO TO TAKE SUCH ACTIONS. ACTION BY THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY MAY BE TAKEN IN ANY LAWFUL MANNER AND SHALL BE COMMUNICATED TO THE CORPORATION BY ANY USUAL MEANS OF COMMUNICATION, INCLUDING BUT NOT LIMITED TO ELECTRONIC MEANS OF COMMUNICATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF FORM 990 IS PROVIDED TO ALL MEMBERS OF THE FOUNDATION BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. THE FORM 990 IS PREPARED BY THE FOUNDATION'S FINANCIAL SERVICES DIRECTOR WITH THE ASSISTANCE AND REVIEW BY THE SENIOR VICE PRESIDENT AND THEN PRIOR TO DISTRIBUTION TO THE BOARD IS REVIEWED IN DETAIL BY AN INDEPENDENT CPA FIRM. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION CIRCULATES A CONFLICT OF INTEREST QUESTIONNAIRE TO ALL BOARD MEMBERS ANNUALLY. RESPONSES ARE FULLY REVIEWED BY FOUNDATION OFFICERS AND ANY POTENTIAL CONFLICTS IDENTIFIED ARE REVIEWED WITH THE BOARD CHAIR FOR APPROPRIATE ACTION. FOUNDATION EXECUTIVE STAFF OFFICERS, WHO ARE EMPLOYEES OF ATRIUM HEALTH, COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM WHICH IS REVIEWED AND ACTED UPON AS NECESSARY BY THE AH CORPORATE COMPLIANCE OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE FOUNDATION'S STAFF OFFICERS, WHO ARE EMPLOYEES OF ATRIUM HEALTH (AH), IS DETERMINED ANNUALLY FOLLOWING REVIEW OF THEIR PERFORMANCE AND REVIEW OF COMPENSATION FOR COMPARABLE POSITIONS BASED ON AN INDEPENDENT SURVEY. SALARIES AND INCENTIVE COMPENSATION ARE RECOMMENDED BY SENIOR OFFICERS OF ATRIUM HEALTH AND THEN REVIEWED AND APPROVED BY THE AH COMPENSATION COMMITTEE, COMPRISED OF INDEPENDENT MEMBERS OF THE AH BOARD OF COMMISSIONERS. COMMITTEE ACTIONS ARE RECORDED BY MEANS OF CONTEMPORANEOUS MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF THE FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MAINTAINED IN THE FOUNDATION'S OFFICES AND ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | PROVISION FOR UNCOLLECTIBLE PLEDGES -885,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY | |||||||||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | 560529945 | GOVERNMENTAL HEALTH CARE | NC | 170 (C)(1) | N/A | 0 | ||
| ATRIUM HEALTH EMPLOYEE ASSISTANCE INC | |||||||||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | 850548753 | CHARITABLE EMPLOYEE RELIEF PROGRAM | NC | 501(C)(3) | 0 | LINE 7 | THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY | |
| 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 | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH | ||
| B | $40,355,451 | FAIR MARKET VALUE |
| CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH | ||
| C | $2,651,441 | FAIR MARKET VALUE |
| CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH | ||
| D | SEE PART VI | |
| CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH | ||
| J | $958,311 | FAIR MARKET VALUE |
| CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH | ||
| P | $4,161,542 | FAIR MARKET VALUE |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE R, PART V, LINE 2 (1) | AMOUNT REFLECTS GRANT AWARDS TO ATRIUM HEALTH DURING THE YEAR. AH IS THE CHIEF RECIPIENT OF GRANTS FROM THE FOUNDATION. |
| FORM 990, SCHEDULE R, PART V, LINE 2 (2) | AMOUNT REFLECTS CASH CONTRIBUTIONS AND PLEDGES RECEIVED FROM ATRIUM HEALTH IN CONNECTION WITH FOUNDATION OPERATING EXPENSE SUPPORT, EVENT SPONSORSHIPS, ESTABLISHMENT OF FUNDS FOR MEDICAL EDUCATION AND RESEARCH, AND RELATED ITEMS. |
| FORM 990, SCHEDULE R, PART V, LINE 2 (3) | IN 2007, THE FOUNDATION EXECUTED A MEMBER SECURITY AGREEMENT (THE "AGREEMENT") WHICH MADE IT A MEMBER OF ATRIUM HEALTH'S OBLIGATED GROUP. UNDER THE AGREEMENT, THE FOUNDATION JOINTLY AND SEVERALLY GUARANTEES THE PAYMENT AND PERFORMANCE OF ALL BONDS AND OTHER OBLIGATIONS SECURED BY ATRIUM HEALTH'S BOND ORDER. THE FOUNDATION'S OBLIGATION IS ONLY FROM ITS FUTURE UNRESTRICTED CONTRIBUTIONS AND INVESTMENT INCOME, WHICH ARE PLEDGED. THE FOUNDATION'S NET ASSETS, WHETHER RESTRICTED OR UNRESTRICTED, ARE NOT PLEDGED UNDER THE AGREEMENT. THE TOTAL AMOUNT OF THE LOAN GUARANTEE ASSOCIATED WITH THE OBLIGATED GROUP IS $2,212,475,000. |
| FORM 990, SCHEDULE R, PART V, LINE 2 (4) | AMOUNT REFLECTS RENTAL INCOME RECEIVED FROM ATRIUM HEALTH PHYSICIAN PRACTICES THAT OCCUPY RENTAL SPACE IN AN OFFICE BUILDING OWNED BY THE FOUNDATION. RENT IS CHARGED BASED ON MARKET RATES FOR COMPARABLE RENTABLE SQUARE FOOTAGE. |
| FORM 990, SCHEDULE R, PART V, LINE 2 (6) | AMOUNT REFLECTS REIMBURSEMENT BY THE FOUNDATION TO ATRIUM HEALTH FOR EMPLOYEE SALARIES/BENEFITS AND OTHER OPERATING EXPENSES AT COST, WHICH EQUATES TO FAIR MARKET VALUE FOR THOSE SERVICES. |
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