WINSTON-SALEM ALLIANCE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WINSTON-SALEM ALLIANCE (EIN 31-1726654)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-18
IRS object ID
202503229349302550
Schema version
2024v5.2
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

FieldValueIRS element (for citing)
Return2025-11-18T13:36:03-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561868479PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Robert C Morgan & Company CPAs PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18064 NORTH POINT BLVD STE 104AddressLine1Txt
CityWINSTON SALEMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27106ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311726654EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WINSTON-SALEM ALLIANCEBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JAMES A JOINESInCareOfNm
Business Name ControlWINSBusinessNameControlTxt
Phone3367212226PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 N MAIN STREET STE 2550AddressLine1Txt
CityWINSTON SALEMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES A JOINESPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3367212226PhoneNum
Signature2025-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWARD F LOVILL JRPreparerPersonNm
PTINP00233717PTIN
Phone3367590950PhoneNum
Preparation2025-11-18PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Final ReturnYes (X)FinalReturnInd
Principal OfficerJAMES ALLEN JOINESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 N MAIN STREET STE 2550AddressLine1Txt
CityWINSTON SALEMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27101ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$0GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionTHE WINSTON-SALEM ALLIANCE ASSISTS WITH IDENTIFYING AND RESPONDING TO NEEDED CHANGES IN THE ECONOMIC MAKEUP OF THE WINSTON-SALEM COMMUNITY BY ACTING ON PROJECTS THAT HAVE A DIRECT IMPACT ON THE CREATION OF JOBS AND THE ECONOMIC VITALITY OF THE AREA.ActivityOrMissionDesc
Contract TerminationYes (X)ContractTerminationInd
Voting Members Governing Body38VotingMembersGoverningBodyCnt
Voting Members Independent38VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$226,300PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$15PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$226,315PYTotalRevenueAmt
CY Total Revenue$0CYTotalRevenueAmt
CY Grants And Similar Paid$166,452CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$206,872PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$210,300CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$90,459PYOtherExpensesAmt
CY Other Expenses$35,109CYOtherExpensesAmt
PY Total Expenses$297,331PYTotalExpensesAmt
CY Total Expenses$411,861CYTotalExpensesAmt
PY Revenues Less Expenses-$71,016PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$411,861CYRevenuesLessExpensesAmt
Total Assets BOY$411,861TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$411,861NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$0NetAssetsOrFundBalancesEOYAmt
MissionTHE WINSTON-SALEM ALLIANCE ASSISTS WITH IDENTIFYING AND RESPONDING TO NEEDED CHANGES IN THE ECONOMIC MAKEUP OF THE WINSTON-SALEM COMMUNITY BY ACTING ON PROJECTS THAT HAVE A DIRECT IMPACT ON THE CREATION OF JOBS AND THE ECONOMIC VITALITY OF THE AREA.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$400,211ExpenseAmt
DescTO PROMOTE BUSINESS OPPORTUNITIES IN AND AROUND WINSTON-SALEM, NORTH CAROLINA.Desc
Total Program Service Expenses$400,211TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsYes (true)TerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members38GoverningBodyVotingMembersCnt
Independent Voting Member38IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJAMES ALLEN JOINESPersonNm
Phone3367212226PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 N MAIN STREET STE 2550AddressLine1Txt
CityWINSTON SALEMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27101ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JAMES ALLEN JOINES
PRESIDENT40.000.00Yes (X)Yes (X)$179,800$0$0
CANTEY G ALEXANDER
DIRECTOR1.000.00Yes (X)$0$0$0
MARIE ACURI
DIRECTOR1.000.00Yes (X)$0$0$0
GRAHAM BENNETT
DIRECTOR1.000.00Yes (X)$0$0$0
STEPHEN R BERLIN
DIRECTOR1.000.00Yes (X)$0$0$0
DR DAVID BRANCH
DIRECTOR1.000.00Yes (X)$0$0$0
F HUDNALL CHRISTOPHER JR
DIRECTOR1.000.00Yes (X)$0$0$0
JERRY COOK
DIRECTOR1.000.00Yes (X)$0$0$0
JIMMY FLYTHE
DIRECTOR1.000.00Yes (X)$0$0$0
JULIE ANN FREISCHLAG MD
DIRECTOR1.000.00Yes (X)$0$0$0
JERRY GREENE JR
DIRECTOR1.000.00Yes (X)$0$0$0
STAN KELLY
DIRECTOR1.000.00Yes (X)$0$0$0
MIKE LANCASTER
DIRECTOR1.000.00Yes (X)$0$0$0
JEFF T LINDSAY
DIRECTOR1.000.00Yes (X)$0$0$0
STEPHEN DOUGHTON
DIRECTOR1.000.00Yes (X)$0$0$0
JOHN D MCCONNELL MD
DIRECTOR1.000.00Yes (X)$0$0$0
L DAVID MOUNTS
DIRECTOR1.000.00Yes (X)$0$0$0
DAVID NEILL
DIRECTOR1.000.00Yes (X)$0$0$0
MARK OWENS
DIRECTOR1.000.00Yes (X)$0$0$0
ANDREW PERKINS JR
DIRECTOR1.000.00Yes (X)$0$0$0
R ALAN PROCTOR
DIRECTOR1.000.00Yes (X)$0$0$0
ELWOOD C ROBINSON PHD
DIRECTOR1.000.00Yes (X)$0$0$0
LIZZY WARD W ROEDIGER
DIRECTOR1.000.00Yes (X)$0$0$0
SCOTT SEWELL
DIRECTOR1.000.00Yes (X)$0$0$0
DR JANET SPRIGGS
DIRECTOR1.000.00Yes (X)$0$0$0
COLEMAN TEAM
DIRECTOR1.000.00Yes (X)$0$0$0
EDWIN L WELCH III JR
DIRECTOR1.000.00Yes (X)$0$0$0
JD WILSON
DIRECTOR1.000.00Yes (X)$0$0$0
RALPH WOMBLE
DIRECTOR1.000.00Yes (X)$0$0$0
PAT IVEY
EX-OFFICIO1.000.00Yes (X)$0$0$0
ROBERT E LEAK JR
EX-OFFICIO1.000.00Yes (X)$0$0$0
JASON THIEL
EX-OFFICIO1.000.00Yes (X)$0$0$0
MIKE CASHIN
DIRECTOR1.000.00Yes (X)$0$0$0
BRIAN COLE
DIRECTOR1.000.00Yes (X)$0$0$0
SUMMER JOHNSON MCGEE
DIRECTOR1.000.00Yes (X)$0$0$0
DR SUSAN R WENTE PHD
DIRECTOR1.000.00Yes (X)$0$0$0
DON E FLOW
CHAIRMAN2.000.00Yes (X)Yes (X)$0$0$0
EVELYN ACREE
SECRETARY2.000.00Yes (X)Yes (X)$0$0$0
ALFRED ADAMS ESQ
DIRECTOR1.000.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$179,800TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$166,452TotalAmt
Program Services$166,452ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$179,800TotalAmt
Program Services$179,800ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$28,500TotalAmt
Program Services$28,500ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,000TotalAmt
Management And General$2,000ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,650TotalAmt
Management And General$9,650ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,843TotalAmt
Program Services$6,843ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,560TotalAmt
Program Services$4,560ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
PHONE EXPENSE$1,780$1,780
AUTO EXPENSE$8,400$8,400
DUES AND MEMBERSHIPS$125$125
OTHER CONTRIBUTIONS$1,000$1,000

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,751TotalAmt
Program Services$2,751ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$411,861TotalAmt
Program Services$400,211ProgramServicesAmt
Management And General$11,650ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$411,861BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$411,861BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$411,861BOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$411,861BOYAmt
EOY$0EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$411,861BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$411,861ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
JAMES ALLEN JOINES
PRESIDENT$179,800$179,800
GRAHAM BENNETT
DIRECTOR

Schedule N IRS990ScheduleN

Liquidation Of Assets Table LiquidationOfAssetsTableGrp

Liquidation Of Assets Detail LiquidationOfAssetsDetail

FieldValueIRS element (for citing)
Assets Distri Or Expnss PaidCASHAssetsDistriOrExpnssPaidDesc
Distribution2024-06-30DistributionDt
Fair Market Value Of Asset$166,452FairMarketValueOfAssetAmt
Method Of FMV DeterminationCASH VALUEMethodOfFMVDeterminationTxt

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREATER WINSTON-SALEM INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 VINE ST STE 240AddressLine1Txt
CityWINSTON SALEMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27101ZIPCd
FieldValueIRS element (for citing)
IRC Section501C6IRCSectionTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990 governing body review Part VI line 11REVIEW BY TREASURER AND GOVERNING BODY FOR ANY ITEMS QUESTIONED.
CEO executive director top management comp Part VI line 15aTHE PRESIDENTS COMPENSATION IS REVIEWED BY AN EXECUTIVE COMMITTEE OF INDEPENDENT DIRECTORS USING REGIONAL COMPARABILITY DATA.
Governing documents etc available to public Part VI line 19GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.

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