MEDICAL REVIEW OF NORTH CAROLINA INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MEDICAL REVIEW OF NORTH CAROLINA INC (EIN 58-1567854)
- Tax period
- 2015-08-01 to 2016-07-31
- Filed
- 2017-06-15
- IRS object ID
- 201731669349301088
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-15T14:49:33-05:00 | ReturnTs |
| Tax Period End | 2016-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 Metropolitan Ave Ste 1000 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581567854 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Medical Review of North Carolina Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEDI | BusinessNameControlTxt |
| Phone | 9194615500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12040 Regency Parkway No 100 | AddressLine1Txt |
| City | Cary | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27518 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOY HOGAN ROZMAN | PersonNm |
| Person Title | PRESIDENT & CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 9194615500 | PhoneNum |
| Signature | 2017-06-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Janice A Ratica | PreparerPersonNm |
| PTIN | P00358837 | PTIN |
| Phone | 7043771678 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | the carolinas center for medical excellence | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOY HOGAN ROZMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12040 Regency Parkway No 100 | AddressLine1Txt |
| City | Cary | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27518 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,887,981 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THECAROLINASCENTER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | MEDICAL REVIEW OF NORTH CAROLINA, INC., DOING BUSINESS AS THE CAROLINAS CENTER FOR MEDICAL EXCELLENCE ("CCME") helps people by improving the quality of healthcare. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 119 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $174,646 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$2,373 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,166,325 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,266,034 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,344,032 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,380,904 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,347 | PYOtherRevenueAmt |
| CY Other Revenue | $174,646 | CYOtherRevenueAmt |
| PY Total Revenue | $11,517,704 | PYTotalRevenueAmt |
| CY Total Revenue | $11,821,584 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,818,591 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,580,204 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,218,230 | PYOtherExpensesAmt |
| CY Other Expenses | $2,822,810 | CYOtherExpensesAmt |
| PY Total Expenses | $11,036,821 | PYTotalExpensesAmt |
| CY Total Expenses | $9,403,014 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $480,883 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,418,570 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,078,077 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,258,696 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,149,336 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $920,549 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,928,741 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,338,147 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CCME is a non-profit organization that has built its solid reputation on advancing the quality of health care for Medicare and medicaid consumers. With our strong ties to every provider setting in the health care system, our staff of highly skilled and experienced medical and clinical personnel work to help people by improving the quality of health care. Our ultimate goal is to empower our clients with data and knowledge to improve the quality of their health care services. At CCME, we believe that to transform health care, we must continuously aspire to be the best in everything we do. To achieve this goal, we remain dedicated to upholding our corporate values: EXCELLENCE, LEARNING ORGANIZATION, INNOVATION, TEAMWORK/COLLABORATION, CAN DO, TRUST/INTEGRITY & ALTRUISM. PLEASE SEE SCHEDULE O FOR MORE DETAILS REGARDING THESE VALUES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,015,875 | ExpenseAmt |
| Revenue | $5,965,800 | RevenueAmt |
| Desc | External Quality Review Organization, Outpatient Specialized Therapies, and Prepayment Claims Quality and Compliance Review Contracts for State Medicaid Programs | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,591,345 | ExpenseAmt |
| Revenue | $2,133,784 | RevenueAmt |
| Desc | Federal Subcontractor performance as Quality Innovation Network for the State of South Carolina serving Medicare recipients working with CMS Quality Initiatives. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $601,741 | ExpenseAmt |
| Revenue | $149,620 | RevenueAmt |
| Desc | Data analytics and consulting services for physician offices and accountable care organizations. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,582 | ExpenseAmt |
| Revenue | $16,830 | RevenueAmt |
| Desc | other programs | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $16,582 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $16,830 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $8,225,543 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 119 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOY HOGAN ROZMAN | PersonNm |
| Phone | 9194615500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12040 Regency Parkway Suite 100 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27518 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Charles Davant III MD | |||||||
| Board of Directors | 2.00 | Yes (X) | $2,000 | $0 | $0 | ||
| Paul Donahue | |||||||
| Board of Directors | 2.00 | Yes (X) | $1,750 | $0 | $0 | ||
| Charles T Frock | |||||||
| Board of Directors | 2.00 | Yes (X) | $1,000 | $0 | $0 | ||
| Roger A Gaddy MD | |||||||
| Board of Directors | 2.00 | Yes (X) | $1,750 | $0 | $0 | ||
| Daniel T Lackland DrPH | |||||||
| Board of Directors | 2.00 | Yes (X) | $1,250 | $0 | $0 | ||
| Thelma C Lennon | |||||||
| Board of Directors | 2.00 | Yes (X) | $1,200 | $0 | $0 | ||
| Marilyn J Schaffner | |||||||
| Board of Directors | 2.00 | Yes (X) | $1,500 | $0 | $0 | ||
| Timothy Shannon | |||||||
| Board of Directors | 2.00 | Yes (X) | $1,750 | $0 | $0 | ||
| John B Smith Jr MD | |||||||
| Board of Directors | 2.00 | Yes (X) | $2,000 | $0 | $0 | ||
| Joyce H Rozman | |||||||
| PRESIDENT AND CEO | 40.00 | $300,502 | $0 | $16,058 | Yes (X) | ||
| Sarah Fuquay | |||||||
| Controller | 40.00 | $113,725 | $0 | $17,474 | Yes (X) | ||
| Karen Southard | |||||||
| SC STATE DIRECTOR | 40.00 | $105,611 | $0 | $16,990 | Yes (X) | ||
| Chris Lockemy | |||||||
| Network and tech Services Manager | 40.00 | $103,415 | $0 | $16,842 | Yes (X) | ||
| Angela Diaz | |||||||
| Provider Services Director | 40.00 | $106,398 | $0 | $14,765 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $743,851 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $82,129 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Health Management Systems Inc | |||||
| 4601 Six Forks Rd Suite 306 | Raleigh | NC | 27609 | External Quality Review Service | $504,180 |
| Tierpoint | |||||
| 4120 Main at North Hills Ave Suite | Raleigh | NC | 27609 | Information Technology data svcs | $112,391 |
| Webfargo | |||||
| 4601 Creekstone Dr Suite 175 | Durham | NC | 27703 | Professional Data Consulting | $106,473 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | fees and contracts from governmen | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $8,266,034 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,266,034 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,266,034 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,067,618 | TotalRevenueColumnAmt |
| Exclusion | $1,067,618 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,377,083 | SecuritiesAmt |
| Other | $2,600 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,049,586 | SecuritiesAmt |
| Other | $16,811 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,327,497 | SecuritiesAmt |
| Other | -$14,211 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,313,286 | TotalRevenueColumnAmt |
| Exclusion | $2,313,286 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Convergx Income | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $174,646 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $174,646 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $174,646 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,821,584 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,266,034 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $174,646 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,380,904 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,959 | TotalAmt |
| Program Services | $406,940 | ProgramServicesAmt |
| Management And General | $55,019 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,938,523 | TotalAmt |
| Program Services | $4,370,445 | ProgramServicesAmt |
| Management And General | $568,078 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,598 | TotalAmt |
| Program Services | $173,175 | ProgramServicesAmt |
| Management And General | $23,423 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $576,949 | TotalAmt |
| Program Services | $508,211 | ProgramServicesAmt |
| Management And General | $68,738 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,175 | TotalAmt |
| Program Services | $357,783 | ProgramServicesAmt |
| Management And General | $48,392 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,303 | TotalAmt |
| Program Services | $48,515 | ProgramServicesAmt |
| Management And General | $5,788 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,857 | TotalAmt |
| Management And General | $55,857 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,016,133 | TotalAmt |
| Program Services | $944,146 | ProgramServicesAmt |
| Management And General | $71,987 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,710 | TotalAmt |
| Program Services | $4,710 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,922 | TotalAmt |
| Program Services | $281,798 | ProgramServicesAmt |
| Management And General | $40,124 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,889 | TotalAmt |
| Program Services | $367,365 | ProgramServicesAmt |
| Management And General | $42,524 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,699 | TotalAmt |
| Program Services | $258,599 | ProgramServicesAmt |
| Management And General | $133,100 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,136 | TotalAmt |
| Program Services | $161,130 | ProgramServicesAmt |
| Management And General | $11,006 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,778 | TotalAmt |
| Program Services | $35,003 | ProgramServicesAmt |
| Management And General | $12,775 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,409 | TotalAmt |
| Program Services | $55,854 | ProgramServicesAmt |
| Management And General | $7,555 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,935 | TotalAmt |
| Program Services | $28,131 | ProgramServicesAmt |
| Management And General | $3,804 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RECRUITMENT | $114,963 | $101,881 | $13,082 |
| DUES & SUBSCRIPTIONS | $67,795 | $60,579 | $7,216 |
| other | $45,587 | $38,852 | $6,735 |
| CONTINUING EDUCATION | $24,694 | $22,426 | $2,268 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,403,014 | TotalAmt |
| Program Services | $8,225,543 | ProgramServicesAmt |
| Management And General | $1,177,471 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $627,730 | BOYAmt |
| EOY | $1,485,152 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,167,318 | BOYAmt |
| EOY | $2,784,774 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,048 | BOYAmt |
| EOY | $212,913 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $982,049 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $836,720 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,795 | BOYAmt |
| EOY | $145,329 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,849,686 | BOYAmt |
| EOY | $17,630,528 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,078,077 | BOYAmt |
| EOY | $22,258,696 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,025,270 | BOYAmt |
| EOY | $919,708 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,823 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,243 | BOYAmt |
| EOY | $841 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,149,336 | BOYAmt |
| EOY | $920,549 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,928,741 | BOYAmt |
| EOY | $21,338,147 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,928,741 | BOYAmt |
| EOY | $21,338,147 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,078,077 | BOYAmt |
| EOY | $22,258,696 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,418,570 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,009,164 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,842,536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,534,727 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,972,913 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,187,229 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,266,034 | CurrentTaxYearAmt |
| Total | $90,803,439 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,842,536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,534,727 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,972,913 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,187,229 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,266,034 | CurrentTaxYearAmt |
| Total | $90,803,439 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $90,803,439 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $454,690 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $479,256 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,000,783 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,293,474 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,067,618 | CurrentTaxYearAmt |
| Total | $4,295,821 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $454,690 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $479,256 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,000,783 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,293,474 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,067,618 | CurrentTaxYearAmt |
| Total | $4,295,821 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,665 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,385 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,821 | CurrentTaxYearMinus2YearsAmt |
| Total | $15,871 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,300,891 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,019,368 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,980,517 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,480,703 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,333,652 | CurrentTaxYearAmt |
| Total | $95,115,131 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95470 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96640 | PublicSupportPY509Pct |
| Investment Income CY | 0.04520 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03340 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $982,049 | OtherCostOrOtherBasisAmt |
| Depreciation | $836,720 | DepreciationAmt |
| Book Value | $145,329 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $145,329 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS | $14,955,083 | F |
| REAL ASSET FUNDS | $520,779 | F |
| alternative investments | $418,810 | F |
| REITS/Tangibles | $166,864 | F |
| Government Obligations | $1,568,992 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $17,630,528 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $841 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $841 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,770,774 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,009,164 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $14,211 | OtherRevenueAmt |
| Revenue Not Reported | -$2,994,953 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,765,727 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $55,857 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $55,857 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,821,584 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,361,368 | TotExpnsEtcAuditedFinclStmtAmt |
| Losses Reported | $14,211 | LossesReportedAmt |
| Expenses Not Reported | $14,211 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,347,157 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $55,857 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $55,857 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,403,014 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY THE PROVISIONS OF GAAP RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED ALL TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE CONSOLIDATED FINANCIAL STATEMENTS AND DETERMINED THE ORGANIZATION HAD NO UNCERTAIN INCOME TAX POSITIONS AT JULY 31, 2016. |
| Part XI, Line 2d - Other Adjustments: | Loss on sale of fixed assets 14,211. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joyce H Rozman | PersonNm |
| Title | PRESIDENT AND CEO | TitleTxt |
| Base Compensation Filing Org | $300,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $502 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $13,250 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $2,808 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $316,560 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | Charter flights were used for two quarterly board meetings. Several board members took the same flight for cost efficiency and to accommodate their schedules. The cost is comparable to the combined cost of commercial flights. Charter flights were discontinued in November 2015. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | THE EXECUTIVE TEAM WILL REVIEW AND APPROVE THE 990 PRIOR TO FILING. IN ADDITION, THE BOARD WILL RECEIVE A COPY OF THE 990 PRIOR TO FILING. |
| Form 990, Part VI, Section B, line 12c | CCME AUTHORIZES THE PRESIDENT AND CEO TO SIGN CONTRACTS AND SUBCONTRACTS ON BEHALF OF THE COMPANY ON A DAY-TO-DAY BASIS. IN CASES WHERE THE PRESIDENT AND CEO IS NOT AVAILABLE TO SIGN CONTRACTS, THE BOARD HAS ALSO AUTHORIZED THE CONTROLLER TO SIGN CONTRACTS. SINCE ALL CONTRACTS MUST PASS THROUGH THESE OFFICERS THIS ASSURES THAT POTENTIAL CONFLICTS ARE IDENTIFIED BEFORE CONTRACTS ARE SIGNED. ALL STAFF SEMI-ANNUALLY SIGN AND ALL BOARD MEMBERS ANNUALLY SIGN A STATEMENT THAT AFFIRMS THAT HE/SHE: (1) HAS RECEIVED A COPY OF THE CCME CORPORATE COMPLIANCE PROGRAM AND ALL RELATED COMPLIANCE POLICIES; (2) HAS READ AND UNDERSTANDS THE CCME CORPORATE COMPLIANCE PROGRAM AND ALL RELATED COMPLIANCE POLICIES; (3) HAS AGREED TO COMPLY WITH THE CCME CORPORATE COMPLIANCE PROGRAM AND ALL RELATED COMPLIANCE POLICIES; AND, (4) UNDERSTANDS THAT CCME IS A NOT-FOR-PROFIT ORGANIZATION AND THAT, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES AND WHICH DO NOT, DIRECTLY OR INDIRECTLY, IMPROPERLY INURE TO THE BENEFIT OF ANY PRIVATE PERSON. IN THE EVENT OF A CONFLICT, THE CONFLICT MUST BE IMMEDIATELY REMEDIED, OR THE DIRECTOR, OFFICER, MEMBER OF A COMMITTEE, OR STAFF MEMBER WILL BE DISMISSED. IN ADDITION, THE CCME BOARD MUST FORMALLY DECLARE THEIR OWNERSHIP AND AFFILIATION STATUS IN WRITING ANNUALLY AND AT OTHER TIMES SHOULD THEIR INDIVIDUAL STATUS CHANGE. |
| Form 990, Part VI, Section B, line 15 | THE SALARY OF THE PRESIDENT AND CEO IS BASED ON A CONTRACTED SALARY OF $300,000 ANNUALLY. THIS COMPENSATION IS COMMENSURATE WITH CEOS AT OTHER QIO ORGANIZATIONS. THIS SALARY IS CONSIDERED REASONABLE BASED ON THE VAST EXPERIENCE AND EXPERTISE JOY HOGAN ROZMAN BRINGS TO THE ORGANIZATION. THE ORGANIZATION DID NOT PROVIDE SALARY INCREASES FOR 2015 OR 2016. |
| Form 990, Part VI, Section C, line 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. |
| Form 990, Part IX, line 11g | OTHER: Program service expenses 944,146. Management and general expenses 71,987. Fundraising expenses 0. Total expenses 1,016,133. |
| form 990, part iii, line 1 | Excellence - We aspire to be the best in everything we do; good is not enough. We recruit and retain the most competent people who are committed to a culture of excellence and continuous quality improvement. Learning Organization - We are a learning organization and value knowledge; developing, capturing, applying and managing knowledge is our most important work. Skilled, experienced, and knowledgeable employees are our most valuable asset. Innovation - We create value for our customers and partners by combining clinical expertise and applied technology to promote health care excellence. We embrace and approach change as an opportunity for improvement. Teamwork/Collaboration - Each of us succeeds individually when we as a corporate team achieve success. We work in collaboration with each other and our partners to improve health care. Can Do - We expect all employees to demonstrate individual leadership through a positive approach to every task, a "can do" attitude, and a restless determination to continually improve as part of our quality improvement culture. Trust/Integrity - We practice the highest ethical standards in all that we do. We build trust by honoring our commitments. In order to earn and maintain trust and demonstrate our integrity, we must be good citizens both corporately and individually. Altruism - As a non-profit company, our greatest obligation is to be of service and to promote the public good. Our ability to meet these obligations depends on maintaining a sound financial position. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | carolinas center for medical excellence llc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12040 REGENCY PARKWAY STE 100 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27518 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 275490759 | EIN |
| Primary Activities | SC qio contract (10 SOW) | PrimaryActivitiesTxt |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $62,954 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | medical review of north carolina inc dba carolinas center for medical exc | BusinessNameLine1Txt |
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