2018-05-21T16:41:13-04:00 2017-12-31 560727655 CANNON & COMPANY LLP 2160 COUNTRY CLUB RD WINSTONSALEM NC 271044208 990 2017-01-01 581454715 RONALD MCDONALD HOUSE OF WINSTON-SALEM INC RONA 3367230228 419 S HAWTHORNE RD WINSTONSALEM NC 27103 CHARLES W CHUCK KRAFT CPA EXECUTIVE DIRECTOR 3367230228 2018-05-21 true RICHARD J TAMER P00913572 3367250635 2018-05-21 X 2017 2022-09-23 18:48:47Z CHARLES W CHUCK KRAFT CPA 419 S HAWTHORNE ROAD WINSTONSALEM NC 27103 3523239 false X WWW.RMHWS.ORG X 1981 NC THE RONALD MCDONALD HOUSE OF WINSTON-SALEM, INC. PROVIDES A "HOME AWAY FROM HOME," IN OUR HOUSE AND FAMILY ROOMS TO FAMILIES WITH CHILDREN RECEIVING MEDICAL CARE IN OUR COMMUNITY. 29 29 18 4151 0 1434902 1130836 12245 11035 168215 595576 129280 95288 1744642 1832735 0 0 651444 701545 49482 64942 260677 654920 717034 1355846 1483521 388796 349214 12799382 13473159 84708 84584 12714674 13388575 X THE RONALD MCDONALD HOUSE OF WINSTON-SALEM, INC. PROVIDES A "HOME AWAY FROM HOME," IN OUR HOUSE AND FAMILY ROOMS TO FAMILIES WITH CHILDREN RECEIVING MEDICAL CARE IN OUR COMMUNITY. false false 745534 11035 RONALD MCDONALD HOUSE OF WINSTON-SALEM OWNS AND OPERATES A 35-BEDROOM FACILITY THAT PROVIDES TEMPORARY LODGING FOR FAMILIES OF SERIOUSLY ILL CHILDREN WHO MUST LEAVE THEIR HOME COMMUNITY TO SEEK MEDICAL CARE FOR THEIR CHILDREN. MOST CHILDREN ARE PATIENTS AT BRENNER CHILDREN'S HOSPITAL AT WAKE FOREST BAPTIST HEALTH AND FORSYTH MEDICAL CENTER, ALTHOUGH ANY MEDICAL FACILITY IN FORSYTH COUNTY MAY REFER PATIENTS. MORE THAN A PLACE TO STAY, THE RONALD MCDONALD HOUSE OFFERS ITS GUESTS CHEERFUL BEDROOMS, NOURISHING HOME-COOKED MEALS, LAUNDRY FACILITIES, PARKING, AREAS FOR RECREATION, AND THE SUPPORT OF A PROFESSIONAL STAFF AND OTHER GUESTS IN SIMILAR CIRCUMSTANCES. IN 2017, THE HOUSE SERVED 1,155 FAMILIES FROM 55 NORTH CAROLINA COUNTIES AND 11 OTHER STATES. FAMILIES ARE ASKED FOR A RENTAL DONATION OF 10.00 PER NIGHT, WHICH CAN BE WAIVED IF NECESSARY AS 67% OF OUR GUESTS CANNOT PAY THIS SMALL FEE. THE DIFFERENCE BETWEEN THE COST TO OPERATE EACH ROOM AND THE AMOUNT PAID BY OUR FAMILIES IS FUNDED BY COMMUNITY DONATIONS. CIVIC GROUPS, CHURCHES AND INDIVIDUALS PARTICIPATE IN PROVIDING FUNDING FOR THE HOUSE. IN-KIND GOODS WORTH THOUSANDS OF DOLLARS ARE DONATED TO THE RONALD MCDONALD HOUSE EACH YEAR. THESE DONATIONS ALLOW THE HOUSE TO ENHANCE THE SERVICES PROVIDED TO THE FAMILIES AND TO REDUCE EXPENDITURES IN PROGRAM, ADMINISTRATIVE AND FUNDRAISING AREAS. SOME EXAMPLES OF MAJOR IN- KIND GIFTS INCLUDE YARD WORK AND LANDSCAPING, 415 HOME-COOKED MEALS, SOFT DRINKS, FOOD, LAUNDRY SERVICE, TOYS, AND PAPER GOODS. 3,940 VOLUNTEERS GIVING 17,223 HOURS SUPPORT THE STAFF AND FAMILIES IN THE HOUSE ON A REGULAR BASIS BY ASSISTING IN GUEST RELATIONS, SPECIAL EVENTS, OFFICE AND HOUSEKEEPING DUTIES. ADDITIONALLY, 400+ MEMBERS OF THE FRIENDS OF THE RONALD MCDONALD HOUSE AND OVER 600 VOLUNTEERS ARE INVOLVED IN PROMOTING THE HOUSE AND IMPLEMENTING THE HOUSE'S ANNUAL LUMINARY FUNDRAISING PROJECT. 131516 THE RONALD MCDONALD HOUSE OF WINSTON-SALEM OPERATES TWO RONALD MCDONALD FAMILY ROOMS, ONE LOCATED ON THE SIXTH FLOOR OF BRENNER CHILDREN'S HOSPITAL AND ONE ON THE THIRD FLOOR OF FORSYTH MEDICAL CENTER. THE FAMILY ROOMS OFFER THE DAY SERVICES OF THE RONALD MCDONALD HOUSE WITHIN THE WALLS OF THE HOSPITAL. COMFORTABLE SEATING AREAS, A KITCHEN STOCKED WITH COMPLIMENTARY SNACKS, AND COMPUTERS WITH INTERNET ACCESS ARE AMONG THE AMENITIES PROVIDED. THE ROOM IS OPEN TO ANY FAMILY WITH A HOSPITALIZED PEDIATRIC PATIENT. A GROUP OF 171 VOLUNTEERS GIVING 7,704 HOURS STAFF THE FAMILY ROOMS. IN 2017, THE FAMILY ROOMS WELCOMED NEARLY 22,852 VISITORS FROM 59 NORTH CAROLINA COUNTIES, AND 23 OTHER STATES. 181394 RONALD MCDONALD HOUSE OF WINSTON-SALEM FAMILY SUPPORT PROGRAM PROVIDES ASSISTANCE, EDUCATION, AND REFERRAL SERVICES NECESSARY TO PROMOTE THE WELL BEING OF THE WHOLE FAMILY. THE PROGRAM HELPS FAMILIES ADJUST TO THEIR CHILD'S ILLNESS BY OFFERING SERVICES THAT ENRICH PARENTING AND COPING SKILLS. SUPPORT SERVICES ARE OFFERED THROUGH DAILY VISITS WITH FAMILIES AT THE HOSPITAL BY THE FAMILY SUPPORT SERVICES MANAGER AND VOLUNTEERS, INFORMAL SUPPORT GROUPS, RELAXATION AND STRESS MANAGEMENT SESSIONS, RECREATIONAL ACTIVITIES FOR SIBLINGS, FAMILY MEMBER BIRTHDAYS, HOLIDAY CELEBRATIONS, PET THERAPY, AND BINGO. EDUCATIONAL RESOURCES INCLUDE ONE-ON-ONE TRAINING, PARENTING WORKSHOPS, AND QUESTION AND ANSWER SESSIONS WITH DOCTORS. ALSO AVAILABLE IS A FAMILY RESOURCE LIBRARY WITH BOOKS, VIDEOS, A COMPUTER FOR DOING RESEARCH OR SIMPLY CHECKING EMAILS, AND EDUCATIONAL MATERIALS. TRANSPORTATION TO MEDICAL APPOINTMENTS AND FACILITIES, AND ASSISTANCE WITH ACCESS TO COMMUNITY RESOURCES IS AVAILABLE. A CORE GROUP OF 40 VOLUNTEERS PROVIDING 843 VOLUNTEER HOURS HELP MAKE FAMILY SUPPORT PROGRAM SERVICES POSSIBLE. 1058444 true true false false false false false false false true true true false false true true true false false false false false false true true false false false false false false false false false false false false false true false false false false false false false false true 0 0 18 true false false false false false true true false false false false X 29 29 false false true false true true false true true false false true true true true true true true true false NC X X MARTHA LOGEMANN 3367254200 380-H KNOLLWOOD STREET 250 WINSTONSALEM NC 271031865 PENNY BLAKE DIRECTOR 1.00 X 0 0 0 SUZANNE NEAL DIRECTOR 1.00 X 0 0 0 MIKE GWYN DIRECTOR 1.00 X 0 0 0 SILVIA RODRIGUEZ TREASURER 2.00 X X 0 0 0 TREMONTEO CRAWFORD DIRECTOR 1.00 X 0 0 0 JIM HARDISON DIRECTOR 1.00 X 0 0 0 ELIZABETH SPIRES DIRECTOR 1.00 X 0 0 0 JEFF ANDREWS DIRECTOR 1.00 X 0 0 0 SHELLEY HOLDEN SECRETARY 2.00 X X 0 0 0 BRIAN STEEN DIRECTOR 1.00 X 0 0 0 MEREDITH MASTEN DIRECTOR 1.00 X 0 0 0 JOHN NASH DIRECTOR 1.00 X 0 0 0 JALEEMA NANTON SPEAKS DIRECTOR 1.00 X 0 0 0 ERIKA MIELKE DIRECTOR 1.00 X 0 0 0 MONTRALE D BOYKIN DIRECTOR 1.00 X 0 0 0 KATHRYN SPANOS DIRECTOR 1.00 X 0 0 0 REBECCA MCNEELY DIRECTOR 1.00 X 0 0 0 TICIA KRIBBS DIRECTOR X 0 0 0 SHEILA BEATTIE DIRECTOR 1.00 X 0 0 0 CATHY PACE DIRECTOR 1.00 X 0 0 0 ROB SMITH DIRECTOR 1.00 X 0 0 0 MARK CAUDILL DIRECTOR 1.00 X 0 0 0 KRISTEN ZAKS IMMEDIATE PA 1.00 X X 0 0 0 ANDREA ZAPADKA DIRECTOR 1.00 X 0 0 0 TRENT WALL DIRECTOR 1.00 X 0 0 0 ROB WALL PRESIDENT 2.00 X X 0 0 0 GINNY WHAN DIRECTOR 1.00 X 0 0 0 LARRY GIVNER DIRECTOR 1.00 X 0 0 0 TERESA MCHUGH DIRECTOR 1.00 X 0 0 0 CHARLES W CHUCK KRAFT CPA EXECUTIVE DI 40.00 X 96078 0 16298 96078 16298 false false false 16490 238836 875510 111296 1130836 ROOM DONATIONS 621400 11035 11035 11035 72016 72016 2134708 450 1599124 12474 535584 -12024 523560 523560 174194 238836 78906 95288 95288 1832735 11035 690864 112376 39332 44950 28094 488066 377284 19076 91706 60292 48172 1021 11099 40811 28708 4018 8085 26418 14286 8431 3701 64942 64942 76335 76335 74376 37083 1273 36020 28007 28007 42469 42469 2807 1306 446 1055 27622 18610 3882 5130 553 553 209259 209259 22520 21864 218 438 SUPPLIES 103490 103490 MAINTENANCE & REPAIRS 36120 36120 SECURITY 15883 15883 TELEPHONE 15238 14305 269 664 35937 21713 4481 9743 1483521 1058444 164400 260677 280 100 760296 545481 19115 9562 31699 58108 156854 196778 6951643 2434339 4439467 4517304 7391671 8145826 12799382 13473159 64059 68760 20649 15824 84708 84584 X 11650841 12408930 573833 489645 490000 490000 12714674 13388575 12799382 13473159 349214 324687 X false true X true false X 700247 901445 917757 1434902 1130836 5085187 700247 901445 917757 1434902 1130836 5085187 377700 4707487 51004 130962 55221 64401 72016 373604 5458791 903996 0.86240 0.85200 X PART II, LINE 10 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3312694 48348 298971 122500 27735 3509778 3500601 35383 130894 326000 28184 3312694 3409969 35574 83627 28569 3500601 3116800 35691 284274 26796 3409969 2773368 35168 322712 14448 3116800 0.79670 0.13960 0.06370 true false 813898 813898 5151862 1611323 3540539 42329 24093 18236 740705 659076 81629 202849 139847 63002 4517304 STEPHENS, INC. 4721693 F WINSTON-SALEM FOUNDATION 2759574 F CERTIFICATES OF DEPOSIT 404355 C WINSTON-SALEM FOUNDATION - MWP 260204 F 8145826 CAPITAL LEASE OBLIGATION 15824 15824 X 2107462 324687 17730 8645 351062 1756400 76335 76335 1832735 1433561 17730 8645 26375 1407186 76335 76335 1483521 SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE TO BE USED FOR CAPITAL IMPROVEMENTS AND OPERATING COST SHORTFALLS. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501 (C) 3 OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME, IF ANY, FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE DEDUCTION UNDER SECTION 170(B) (1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX FOR 2017, 2016, AND 2015 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR 3 YEARS AFTER THEY ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 2D USE OF LEASED VEHICLE 8,645 SCHEDULE D, PAGE 4, PART XII, LINE 2D USE OF LEASED VEHICLE 8,645 X X X X X true TRUE SENSE MARKETING 155 COMMERCE DR FREEDOM PA 15042 MAIL SOLIC false 102251 69942 32309 102251 69942 32309 NC SPORT A SHIRT 213967 121188 92779 31111 GOLF TOURNAMENT 82815 61225 21590 25065 2 116248 56423 59825 22730 413030 238836 174194 78906 78906 95288 SCHEDULE G, PART IV SCHEDULE G, PART 1, LINE 2B, COL (III) - CUSTODY ARRANGEMENT WITH TRUE SENSE MARKETING: CONTRIBUTIONS, AS THE RESULT OF TRUE SENSE MARKETING MAIL SOLICITATIONS,ARE MAILED DIRECTLY TO AN INDEPENDENT THIRD PARTY CONTRACTOR, DIRECT MAIL PROCESSORS (DMP). ON A WEEKLY BASIS, DMP RECORDS ALL DONATIONS AND SUBSEQUENTLY DEPOSITS THEM INTO THE BANK ACCOUNT OF RMHWS. TRUE SENSE MARKETING RECONCILES THE DEPOSIT REPORTS TO THE DONATION REPORTS AND EMAILS THE DONATION REPORT TO RMHWS. MONTHLY BANK STATEMENT IS MAILED DIRECTLY TO RMHWS EACH MONTH. SCHEDULE G, PART IV - ADDITIONAL INFORMATION: BEGINNING IN FEBRUARY 2016, RMHWS ENGAGED THE SERVICES OF TRUE SENSE MARKETING, A PROFESSIONAL FUNDRAISING CONSULTING FIRM, TO ASSIST IN ESTABLISHING A DIRECT MAIL DONATION PROGRAM. THE NATURE OF THIS TYPE OF PROGRAM IS SUCH THAT THE TIME FRAME FOR RECEIPT OF A MAJOR INDIVIDUAL DONATION MAY BE YEARS IN THE FUTURE. THEREFORE, AN ANNUAL SNAPSHOT OF THE GROSS RECEIPTS RAISED THROUGH THIS ACTIVITY MAY NOT ACCURATELY REFLECT THE SUCCESS OF THE PROGRAM. RMHWS WILL DEVELOP A NUMBER OF DONOR PROSPECTS FOR FUTURE GIFTS FROM THE INITIATION OF THIS PROGRAM. WE BELIEVE THIS ACTIVITY IS IMPORTANT TO FUTURE OPERATIONAL FUNDING REQUIREMENTS WHICH WILL ALLOW US TO REMAIN FINANCIALLY SOUND. X 36200 FMV X 5 8050 FMV X 6 9541 FMV X 52 33205 FMV X TOTE BAGS 1 24300 FMV 1 false true true SCHEDULE M, PAGE 1, PART I, LINE 32B THIRD PARTY HIRED BY ORGANIZATION TO SELL NONCASH CONTRIBUTIONS. THE ORGANIZATION HAS CONTRACTED WITH AUTOMOTIVE RECOVERY SERVICES, INC. (D/B/A INSURANCE AUTO AUCTIONS (IAA)) A PROFESSIONAL FUNDRAISER/SOLICITOR, FOR THE PURPOSE OF PROCESSING ANY TYPE OF VEHICLES (CARS, TRUCKS, MOTORCYCLES, BOATS, TRACTORS, TRAILERS) DONATED TO THE ORGANIZATION. IAA PICKS UP VEHICLE, THEN TAKES TO AUCTION, SENDS APPROPRIATE PAPERWORK TO DONOR, DEDUCTS THEIR FEES AND REMITS NET PROCEEDS TO ORGANIZATION WITH DETAILS OF VEHICLE DONATION AND CONTACT INFORMATION FOR DONOR. FORM 990, PAGE 2, PART III, LINE 4A DONATION OF 10.00 PER NIGHT, WHICH CAN BE WAIVED IF NECESSARY AS 67% OF OUR GUESTS CANNOT PAY THIS SMALL FEE. THE DIFFERENCE BETWEEN THE COST TO OPERATE EACH ROOM AND THE AMOUNT PAID BY OUR FAMILIES IS FUNDED BY COMMUNITY DONATIONS. CIVIC GROUPS, CHURCHES AND INDIVIDUALS PARTICIPATE IN PROVIDING FUNDING FOR THE HOUSE. IN-KIND GOODS WORTH THOUSANDS OF DOLLARS ARE DONATED TO THE RONALD MCDONALD HOUSE EACH YEAR. THESE DONATIONS ALLOW THE HOUSE TO ENHANCE THE SERVICES PROVIDED TO THE FAMILIES AND TO REDUCE EXPENDITURES IN PROGRAM, ADMINISTRATIVE AND FUNDRAISING AREAS. SOME EXAMPLES OF MAJOR IN- KIND GIFTS INCLUDE YARD WORK AND LANDSCAPING, 415 HOME-COOKED MEALS, SOFT DRINKS, FOOD, LAUNDRY SERVICE, TOYS, AND PAPER GOODS. 3,940 VOLUNTEERS GIVING 17,223 HOURS SUPPORT THE STAFF AND FAMILIES IN THE HOUSE ON A REGULAR BASIS BY ASSISTING IN GUEST RELATIONS, SPECIAL EVENTS, OFFICE AND HOUSEKEEPING DUTIES. ADDITIONALLY, 400+ MEMBERS OF THE FRIENDS OF THE RONALD MCDONALD HOUSE AND OVER 600 VOLUNTEERS ARE INVOLVED IN PROMOTING THE HOUSE AND IMPLEMENTING THE HOUSE'S ANNUAL LUMINARY FUNDRAISING PROJECT. FORM 990, PAGE 2, PART III, LINE 4C RESOURCE LIBRARY WITH BOOKS, VIDEOS, A COMPUTER FOR DOING RESEARCH OR SIMPLY CHECKING EMAILS, AND EDUCATIONAL MATERIALS. TRANSPORTATION TO MEDICAL APPOINTMENTS AND FACILITIES, AND ASSISTANCE WITH ACCESS TO COMMUNITY RESOURCES IS AVAILABLE. A CORE GROUP OF 40 VOLUNTEERS PROVIDING 843 VOLUNTEER HOURS HELP MAKE FAMILY SUPPORT PROGRAM SERVICES POSSIBLE. FORM 990, PAGE 6, PART VI, LINE 4 RMHWS AMENDED AND RESTATED ITS BYLAWS ON SEPTEMBER 25,2017. A COPY IS ATTACHED TO THIS 2017 FORM 990. FORM 990, PAGE 6, PART VI, LINE 6 THE FRIENDS OF THE RONALD MCDONALD HOUSE IS AN AUXILARY ORGANIZATION OF RONALD MCDONALD HOUSE OF WINSTON-SALEM FOR WHICH MEMBERS PAY DUES. FORM 990, PAGE 6, PART VI, LINE 7A THE MEMBERS OF FRIENDS OF RONALD MCDONALD HOUSE ELECT THE PRESIDENT OF THE FRIENDS OF RONALD MCDONALD HOUSE. THE PRESIDENT SERVES ON THE BOARD OF RONALD MCDONALD HOUSE AND HAS VOTING RIGHTS. FORM 990, PAGE 6, PART VI, LINE 11B THE EXECUTIVE DIRECTOR AND A MEMBER OF THE EXECUTIVE COMMITTEE THOROUGHLY REVIEW THE FORM 990 AND AFTERWARDS THE FORM 990 IS EMAILED TO BOARD MEMBERS FOR COMMENTS BEFORE FILING. FORM 990, PAGE 6, PART VI, LINE 12C ANNUALLY, EACH MEMBER OF THE BOARD OF DIRECTORS AND BOARD COMMITTEES SIGNS THE CONFLICT OF INTEREST FORM. THEY ARE FILED WITH THE EXECUTIVE DIRECTOR WHO REVIEWS EACH ONE TO DETERMINE IF THERE ARE ANY POTENTIAL CONFLICTS THAT MIGHT INFLUENCE DECISION MAKING. FORM 990, PAGE 6, PART VI, LINE 15A FOR THE EXECUTIVE DIRECTOR POSITION, THE BOARD DESIGNATES THE HUMAN RESOURCE COMMITTEE TO GATHER BOARD COMMENTS AND COMPARABLE DATA AND TO RECOMMEND COMPENSATION BASED UPON THIS DATA AND COMPARABILITY FACTORS INCLUDING BUT NOT LIMITED TO THE SIZE OF THE ORGANIZATION, THE GEOGRAPHICAL LOCATION OF THE ORGANIZATION AND THE EMPLOYEE'S LENGTH OF SERVICE. THE BOARD DESIGNATES THE EXECUTIVE COMMITTEE TO REVIEW THE COMMENTS AND THE RECOMMENDATIONS FROM THE HUMAN RESOURCE COMMITTEE AND TO SET THE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 15B THE EXECUTIVE DIRECTOR REVIEWS THE COMPENSATION OF KEY EMPLOYEES AND SUBMITS COMPENSATION RECOMMENDATIONS TO THE FINANCE COMMITTEE AS PART OF THE ANNUAL BUDGET PROCESS. THE ANNUAL BUDGET IS APPROVED BY THE FULL BOARD. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND OFFICE UPON REQUEST. CONFLICT OF INTEREST POLICY IS AVAILABLE AT THE ORGANIZATIONS'S OFFICE UPON REQUEST. FORM 990, PART XI, LINE 9 USE OF LEASED VEHICLE 8,645 USE OF LEASED VEHICLE -8,645