CHARLOTTE WORKS: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CHARLOTTE WORKS (EIN 56-2098251)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-08
- IRS object ID
- 201630399349300973
- Schema version
- 2014v6.0
- 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 | 2016-02-08T13:05:59-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260005391 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VANCE FLOUHOUSE & GARGES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7725 BALLANTYNE COMMONS PKY STE103 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28277 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562098251 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLOTTE WORKS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 7042061350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 W MOREHEAD STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE PARTRIDGE | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 7042061350 | PhoneNum |
| Signature | 2016-02-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FREDERICK C GARGES | PreparerPersonNm |
| PTIN | P00184001 | PTIN |
| Phone | 7043697200 | PhoneNum |
| Preparation | 2016-01-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVEN B PARTRIDGE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 W MOREHEAD STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,824,771 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHARLOTTEWORKS.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO DRIVE THE DEVELOPMENT OF A GLOBALLY COMPETITIVE WORKFORCE FOR CHARLOTTE'S EMPLOYERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 54 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,953,717 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,801,926 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,772 | PYOtherRevenueAmt |
| CY Other Revenue | $22,845 | CYOtherRevenueAmt |
| PY Total Revenue | $6,967,489 | PYTotalRevenueAmt |
| CY Total Revenue | $7,824,771 | 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 | $3,099,166 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,868,195 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,929,369 | PYOtherExpensesAmt |
| CY Other Expenses | $3,722,062 | CYOtherExpensesAmt |
| PY Total Expenses | $7,028,535 | PYTotalExpensesAmt |
| CY Total Expenses | $7,590,257 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$61,046 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $234,514 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,825,760 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,817,210 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $760,734 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $517,670 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,065,026 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,299,540 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CHARLOTTE WORKS SERVES JOB-SEEKERS AND BUSINESSES BY PROVIDING RESOURCES TO DEVELOP A SKILLED WORKFORCE THAT MEETS EMPLOYER NEEDS. THE ORGANIZATION OFFERS JOB-SEARCH WORKSHOPS, INDIVIDUAL COACHING, NETWORKING OPPORTUNITIES, AND TRAINING PROGRAMS TO JOB-SEEKERS. FOR EMPLOYERS, CHARLOTTE WORKS PROVIDES CUSTOMIZED RECRUITING ASSISTANCE, LABOR MARKET INFORMATION, TRAINING GRANTS, AND ACCESS TO AND ASSISTANCE WITH A STATEWIDE DATABASE OF CANDIDATES. THE MISSION IS TO DRIVE THE DEVELOPMENT OF A GLOBALLY COMPETITIVE WORKFORCE FOR CHARLOTTE'S EMPLOYERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,244,122 | ExpenseAmt |
| Revenue | $2,249,377 | RevenueAmt |
| Desc | WORKFORCE INVESTMENT ACT GRANT CFDA 17.259 - YOUTH | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,376,139 | ExpenseAmt |
| Revenue | $2,305,721 | RevenueAmt |
| Desc | WORKFORCE INVESTMENT ACT GRANT CFDA 17.278 - DISLOCATED WORKERS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,125,919 | ExpenseAmt |
| Revenue | $2,057,175 | RevenueAmt |
| Desc | WORKFORCE INVESTMENT ACT GRANT CFDA 17.258 - ADULT | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $237,241 | ExpenseAmt |
| Revenue | $592,612 | RevenueAmt |
| Desc | INCUMBENT WORKER TRAINING, NC CAREER WORKS, NCWORKS VETERAN INITIATIVE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $237,241 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $592,612 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,983,421 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 0 | 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 | 53 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 54 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE PARTRIDGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7042061350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 W MOREHEAD STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28208 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DAN ROSELLI | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TOYA ALLEN | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEROME FESTA | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DOUGLAS ROWE | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JESS GEORGE | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY WILSON | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBIN STRAYHORN | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL ELDER | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KARIN DAVIES | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN MCMURRAY | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL MORRIS | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT FISH | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBIN THORNTON | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARCUS BASS | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT THROWER | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROGER COLLINS | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN BRACKETT-BROWNING | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK GRAHAM | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS MARSTALL | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGIA GULLEDGE | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TIM MAYES | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BETTY DOSTER | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| AKESHIA CRAVEN-HOWELL | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATHI MCLENDON | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATI HYNES | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN PARTRIDGE | ||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $117,493 | $0 | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $117,493 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $15,000 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARBOR EDUCATION & TRAINING LLC | |||||
| 5624 EXECUTIVE CENTER DR SUITE 100 | CHARLOTTE | NC | 28212 | PROVIDED SCREENING AND SERVICES FOR WIA | $1,644,992 |
| CPCC | |||||
| PO BOX 35009 | CHARLOTTE | NC | 28235 | PARTICIPANT TRAINING | $417,772 |
| UNITED HEALTHCARE INSURANCE | |||||
| DEPT CH 10151 | PALATINE | IL | 60055 | HEALTH INSURANCE PROVIDER | $281,156 |
| WATSON ENTERPRISES OF THE CAROLINAS | |||||
| PO BOX 668193 | CHARLOTTE | NC | 28266 | PARTICIPANT TRAINING | $280,000 |
| 1401 MOREHEAD LLC | |||||
| 1401 MOREHEAD STREET | CHARLOTTE | NC | 28202 | RENT | $270,034 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $7,401,926 | GovernmentGrantsAmt |
| All Other Contributions | $400,000 | AllOtherContributionsAmt |
| Total Contributions | $7,801,926 | TotalContributionsAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $22,845 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,845 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $22,845 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,824,771 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,845 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,493 | TotalAmt |
| Management And General | $117,493 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,088,039 | TotalAmt |
| Program Services | $2,870,623 | ProgramServicesAmt |
| Management And General | $217,416 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,203 | TotalAmt |
| Program Services | $402,271 | ProgramServicesAmt |
| Management And General | $46,932 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,460 | TotalAmt |
| Program Services | $191,158 | ProgramServicesAmt |
| Management And General | $22,302 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,941 | TotalAmt |
| Program Services | $305,031 | ProgramServicesAmt |
| Management And General | $34,910 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,291 | TotalAmt |
| Program Services | $22,218 | ProgramServicesAmt |
| Management And General | $4,073 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,163 | TotalAmt |
| Program Services | $71,720 | ProgramServicesAmt |
| Management And General | $9,443 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,925 | TotalAmt |
| Program Services | $379,986 | ProgramServicesAmt |
| Management And General | $32,939 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,835 | TotalAmt |
| Program Services | $27,498 | ProgramServicesAmt |
| Management And General | $28,337 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,531 | TotalAmt |
| Program Services | $17,385 | ProgramServicesAmt |
| Management And General | $3,146 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,525 | TotalAmt |
| Program Services | $10,634 | ProgramServicesAmt |
| Management And General | $2,891 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TRAINING AND EDUCATION | $2,544,797 | $2,516,331 | $28,466 |
| COMMUNICATIONS | $94,736 | $87,479 | $7,257 |
| SPECIAL PROJECTS | $50,436 | $26,684 | $23,752 |
| REPAIRS AND MAINTENANCE | $44,263 | $40,873 | $3,390 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,619 | TotalAmt |
| Program Services | $13,530 | ProgramServicesAmt |
| Management And General | $24,089 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,590,257 | TotalAmt |
| Program Services | $6,983,421 | ProgramServicesAmt |
| Management And General | $606,836 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,623 | BOYAmt |
| EOY | $743,208 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,499,144 | BOYAmt |
| EOY | $894,324 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $18,221 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,814 | BOYAmt |
| EOY | $8,339 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $199,451 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $66,771 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,741 | BOYAmt |
| EOY | $132,680 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,438 | BOYAmt |
| EOY | $20,438 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,825,760 | BOYAmt |
| EOY | $1,817,210 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $760,734 | BOYAmt |
| EOY | $517,670 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $760,734 | BOYAmt |
| EOY | $517,670 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,065,026 | BOYAmt |
| EOY | $925,976 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $373,564 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,065,026 | BOYAmt |
| EOY | $1,299,540 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,825,760 | BOYAmt |
| EOY | $1,817,210 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $234,514 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $6,433,422 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,017,603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,915,539 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,953,717 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,801,926 | CurrentTaxYearAmt |
| Total | $34,122,207 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,197 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $112,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,000 | CurrentTaxYearMinus2YearsAmt |
| Total | $229,197 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,498,619 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,129,603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,967,539 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,953,717 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,801,926 | CurrentTaxYearAmt |
| Total | $34,351,404 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $34,351,404 | PublicSupportTotal170Amt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $13,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,845 | CurrentTaxYearAmt |
| Total | $36,617 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,388,021 | TotalSupportAmt |
| Public Support CY170 | 0.99890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99960 | 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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $155,429 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,251 | DepreciationAmt |
| Book Value | $108,178 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,022 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,520 | DepreciationAmt |
| Book Value | $24,502 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $132,680 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,884,771 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $60,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $60,000 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,824,771 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,824,771 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,650,257 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $60,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $60,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,590,257 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,590,257 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ADDITIONALLY, THE ORGANIZATION IS NOT A PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE SECTION 509(A)(1). THE ORGANIZATION DOES NOT BELIEVE THAT THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY, IT WILL NOT RECOGNIZE ANY ASSET OR LIABILITY FOR UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS. THE TAX RETURNS OF THE ORGANIZATION ARE SUBJECT TO EXAMINATION BY FEDERAL AUTHORITIES. AS OF JUNE 30, 2015, THE ORGANIZATION HAS A NUMBER OF OPEN TAX YEARS THAT RANGE FROM 2012 TO 2014. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | ALL BOARD MEMBERS ARE APPOINTED BY THE MAYOR OF THE CITY OF CHARLOTTE. |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF THE FORM 990 IS GIVEN TO THE PRESIDENT/CEO AND/OR CFO FOR REVIEW. ANY NECESSARY CHANGES ARE MADE AND THE RETURN IS FORWARDED TO THE AUDIT COMMITTEE. ONCE THE AUDIT COMMITTEE APPROVES THE FORM 990, IT IS FORWARDED TO THE BOARD OF DIRECTORS FOR COMMENT. IF NO FURTHER CHANGES ARE RECOMMENDED, THE RETURN IS SIGNED BY THE PRESIDENT/CEO AND TIMELY FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ONCE A YEAR, THE BOARD IS REQUIRED TO RE-READ AND RE-AFFIRM BY SIGNATURE THE CONFLICT OF INTEREST POLICY. POTENTIAL CONFLICTS OF INTEREST ARE REGULARLY DISCUSSED AND RESOLVED BY THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | EVERY THREE YEARS, AN OUTSIDE CONSULTANT IS HIRED TO BENCHMARK THE PRESIDENT/CEO'S SALARY. THIS BENCHMARK IS USED BY THE BOARD IN SETTING THE COMPENSATION FOR THE PRESIDENT/CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON WRITTEN REQUEST, MEMBERS OF THE PUBLIC MAY VIEW THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AT THE ADMINISTRATIVE OFFICE OF THE ORGANIZATION. |
Comments