STANLY HEALTH FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STANLY HEALTH FOUNDATION (EIN 56-1698181)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2025-12-22
- IRS object ID
- 202533569349301223
- Schema version
- 2024v5.0
- 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 | 2025-12-22T13:38:14-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203938606 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEANE SWARINGEN & COMPANY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 908 | AddressLine1Txt |
| City | ALBEMARLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561698181 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANLY HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 7049823888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 254 | AddressLine1Txt |
| City | ALBEMARLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 280020254 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE BOONE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7049823888 | PhoneNum |
| Signature | 2025-12-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD SWARINGEN | PreparerPersonNm |
| PTIN | P00614547 | PTIN |
| Phone | 7049820126 | PhoneNum |
| Preparation | 2025-12-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANE BOONE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 YADKIN STREET | AddressLine1Txt |
| City | ALBEMARLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,072,591 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | STANLYHEALTHFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | PARTNERING WITH ATRIUM HEALTH STANLY TO IMPROVE THE HEALTH OF EVERYONE IN OUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $513,954 | PYContributionsGrantsAmt |
| CY Contributions Grants | $646,315 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,214,286 | PYInvestmentIncomeAmt |
| CY Investment Income | $885,421 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$63,650 | PYOtherRevenueAmt |
| CY Other Revenue | -$139,753 | CYOtherRevenueAmt |
| PY Total Revenue | $1,664,590 | PYTotalRevenueAmt |
| CY Total Revenue | $1,391,983 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $165,577 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $217,547 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $12,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $408,579 | PYOtherExpensesAmt |
| CY Other Expenses | $419,779 | CYOtherExpensesAmt |
| PY Total Expenses | $574,156 | PYTotalExpensesAmt |
| CY Total Expenses | $637,326 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,090,434 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $754,657 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,528,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,034,276 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $93,949 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $96,301 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,434,248 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,937,975 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PARTNERING WITH ATRIUM HEALTH STANLY TO IMPROVE THE HEALTH OF EVERYONE IN OUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $285,696 | ExpenseAmt |
| Grant | $217,547 | GrantAmt |
| Desc | DURING THE FISCAL YEAR ENDED 9/30/25, IN ADDITION TO GENERAL SOLICITATION OF CHARITABLE CONTRIBUTIONS, THE STANLY HEALTH FOUNDATION HAD ELEVEN MAJOR CONTRIBUTORS DONATE OR PLEDGE OVER 5,000 TO THE STANLY HEALTH FOUNDATION. IN ADDITION, OVER 255 ATRIUM HEALTH STANLY EMPLOYEES GAVE A MINIMUM OF ONE HOUR OF PAY PER MONTH BACK TO THE STANLY HEALTH FOUNDATION AS MEMBERS OF THE PRESIDENT'S CLUB OR STANLY SOCIETY. THE FOUNDATION ALSO HOSTED OR PARTICIPATED IN FOUR PUBLIC FUNDRAISERS: OUTDOORSMAN'S BONANZA, PLAY FOR THE CURE GOLF TOURNAMENT, STANLY COUNTY DANCING WITH THE STARS AND THE CASH CALENDAR RAFFLE. | Desc |
| Total Program Service Expenses | $285,696 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE BOONE | PersonNm |
| Phone | 7049823888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 YADKIN STREET | AddressLine1Txt |
| City | ALBEMARLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JANE BOONE | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $0 | $102,800 | $0 | |
| CHRIS VAUGHN | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RON BURRIS | ||||||
| VICE-PRESIDE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ASHLEY WALL | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CASEY GREENE | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MIKE KING | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARIETTA ABERNATHY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TRACEY HAYES | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAUREN HUNEYCUTT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FAITH MCSWAIN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET RUDISILL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY SHELTON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELLEN SNYDER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MINDY TURNER DDS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MANUEL UBALDO | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALICE WHITLEY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN TAYLOR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD SCHAEFER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAM GADDY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $102,800 | TotReportableCompRltdOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $406,195 | FundraisingAmt |
| All Other Contributions | $240,120 | AllOtherContributionsAmt |
| Total Contributions | $646,315 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $379,847 | TotalRevenueColumnAmt |
| Exclusion | $379,847 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,011,723 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,506,149 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $505,574 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $505,574 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $505,574 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $25,985 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $406,195 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $174,459 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$148,474 | TotalRevenueColumnAmt |
| Exclusion | -$148,474 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| SALES TAX REFUND | 900099 | $5,221 | $5,221 |
| GRANT SURPLUS REIMBURSEMENT | 900099 | $3,500 | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,721 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,391,983 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $505,574 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $240,094 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,492 | TotalAmt |
| Program Services | $191,492 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,055 | TotalAmt |
| Program Services | $26,055 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,389 | TotalAmt |
| Management And General | $260,389 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000 | TotalAmt |
| Management And General | $3,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,512 | TotalAmt |
| Management And General | $45,512 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,517 | TotalAmt |
| Program Services | $15,807 | ProgramServicesAmt |
| Management And General | $4,710 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,055 | TotalAmt |
| Management And General | $9,055 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77 | TotalAmt |
| Management And General | $77 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $904 | TotalAmt |
| Management And General | $904 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22 | TotalAmt |
| Management And General | $22 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,612 | TotalAmt |
| Management And General | $7,612 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FITNESS PROMOTION | $52,342 | $52,342 | ||
| DONOR RECOGNITION | $17,601 | $5,601 | $12,000 | |
| MEETINGS, FOOD, ETC. | $2,335 | $2,335 | ||
| BANK FEES | $413 | $413 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $637,326 | TotalAmt |
| Program Services | $285,696 | ProgramServicesAmt |
| Management And General | $339,630 | ManagementAndGeneralAmt |
| Fundraising | $12,000 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,569,994 | BOYAmt |
| EOY | $2,704,574 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,092 | BOYAmt |
| EOY | $204,115 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,684 | BOYAmt |
| EOY | $3,569 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,099 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,099 | LandBldgEquipAccumDeprecAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,715,427 | BOYAmt |
| EOY | $15,122,018 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,528,197 | BOYAmt |
| EOY | $18,034,276 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,949 | BOYAmt |
| EOY | $96,301 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,949 | BOYAmt |
| EOY | $96,301 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,303,448 | BOYAmt |
| EOY | $14,596,504 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,130,800 | BOYAmt |
| EOY | $3,341,471 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,434,248 | BOYAmt |
| EOY | $17,937,975 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,528,197 | BOYAmt |
| EOY | $18,034,276 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $754,657 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $749,070 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
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 | $221,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $614,865 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $526,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $513,954 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $646,315 | CurrentTaxYearAmt |
| Total | $2,522,984 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $221,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $614,865 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $526,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $513,954 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $646,315 | CurrentTaxYearAmt |
| Total | $2,522,984 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,522,984 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $276,959 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $506,564 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $314,239 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $408,729 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $379,847 | CurrentTaxYearAmt |
| Total | $1,886,338 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $209,086 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $11,508 | CurrentTaxYearMinus1YearAmt |
| Total | $220,594 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $14,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,075 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,193 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,721 | CurrentTaxYearAmt |
| Total | $73,868 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,703,784 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,133 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.53640 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46460 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 14,879 GRANTS REFUNDED 39,607 SALES TAX REFUND 10,661 | ExplanationTxt |
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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,099 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,099 | DepreciationAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DANCING WITH TH | Event1Nm |
| Gross Receipts Event1 | $173,874 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $153,604 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $20,270 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $870 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $2,970 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $9,289 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $36,540 | OtherDirectExpensesEvent1Amt |
| Event2 | CASH CALENDAR | Event2Nm |
| Gross Receipts Event2 | $158,900 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $158,900 | CharitableContriEvent2Amt |
| Cash Prizes Event2 | $99,000 | CashPrizesEvent2Amt |
| Other Direct Expenses Event2 | $6,770 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $99,406 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $93,691 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $5,715 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $600 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $1,215 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $4,101 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $2,163 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $10,941 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $432,180 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $406,195 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $25,985 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $99,600 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $2,085 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,071 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11,452 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $54,251 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $174,459 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$148,474 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceDesc | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|---|---|
| ATRIUM HEALTH | |||||||||
| 301 YADKIN STREET | ALBEMARLE | NC | 28001 | $45,500 | COST | GENERAL SUPPORT | |||
| ATRIUM HEALTH | |||||||||
| 301 YADKIN STREET | ALBEMARLE | NC | 28001 | $12,989 | COST | NURSING AND STAFF | SUPPLIES | ||
| ATRIUM HEALTH | |||||||||
| 301 YADKIN STREET | ALBEMARLE | NC | 28001 | $9,734 | GENERAL SUPPORT | ||||
| ATRIUM HEALTH | |||||||||
| 301 YADKIN STREET | ALBEMARLE | NC | 28001 | $17,217 | COST | VARIOUS | REWARDS, SUPPLI | ||
| JPM COMMUNITY CARE CLINIC | |||||||||
| 220 YADKIN STREET | ALBEMARLE | NC | 28001 | $8,000 | GENERAL SUPPORT | 562274174 | 501(C) | ||
| JPM COMMUNITY CARE CLINIC | |||||||||
| 220 YADKIN STREET | ALBEMARLE | NC | 28001 | $13,207 | COST | RESTRICTED GIVING | 562274174 | 501(C) | |
| STANLY MANOR INC | |||||||||
| 625 BETHANY ROAD | ALBEMARLE | NC | 28001 | $7,000 | GENERAL SUPPORT | 561623092 | 501(C) | ||
| THE BUTTERFLY HOUSE CHILD ADVOCACY | |||||||||
| 301 YADKIN STREET | ALBEMARLE | NC | 28001 | $16,337 | COST | SUPPORT | RESTRICTED GIVI | ||
| STANLY COUNTY IMAGING | |||||||||
| 105 YADKIN STREET | ALBEMARLE | NC | 28001 | $14,019 | WOMEN'S IMAGING SVC | ||||
| STANLY COUNTY IMAGING | |||||||||
| 105 YADKIN STREET | ALBEMARLE | NC | 28001 | $24,050 | RESTRICTED GIVING | ||||
| STANLY ADULT CARE CENTER INC | |||||||||
| 204 ANDERSON ROAD | ALBEMARLE | NC | 28002 | $13,207 | RESTRICTED GIVING | ||||
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATIONAL SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 15 | RecipientCnt |
| Cash Grant | $26,055 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE STANLY HEALTH FOUNDATION ROY AND LOU HINSON SCHOLARSHIP AND THE STANLY HEALTH FOUNDATION CROOK FAMILY SCHOLARSHIP: THESE SCHOLARSHIPS ARE OFFERED TO APPLICANTS WHO HAVE COMPLETED AT LEAST HALF OF THEIR DEGREE REQUIREMENTS BY THE END OF THE SUMMER SEMESTER AND HAVE BEEN ACCEPTED INTO A HEALTHCARE PROGRAM OF STUDY FOR EITHER UNDERGRADUATE OR GRADUATE SCHOOL. APPLICANTS MUST HAVE A CUMULATIVE GPA OF 3.2 OR HIGHER. APPLICANTS MUST BE AN ATRIUM HEALTH STANLY TEAMMATE, THE DEPENDENT OF A TEAMMATE, OR A RESIDENT OF STANLY OR MONTGOMERY COUNTIES. SCHOLARSHIP PAYMENTS ARE MADE DIRECTLY TO THE EDUCATIONAL INSTITUTION ON BEHALF OF THE SCHOLARSHIP RECIPIENT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | EXECUTIVE DIRECTOR, BOARD CHAIRMAN, AND TREASURER WILL REVIEW AND COPIES WILL BE AVAILABLE TO BOARD MEMBERS AND REVIEWED AT FINANCE COMMITTEE AND BOARD MEETINGS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EACH MEMBER OF THE BOARD OF DIRECTORS DECLARES ANY POTENTIAL CONFLICTS OF INTEREST ANNUALLY. MEMBERS WITH POTENTIAL CONFLICTS ARE ASKED TO EXCUSE THEMSELVES FROM VOTING ON MATTERS THAT ARE OF POTENTIAL CONFLICT. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE DIRECTOR IS EMPLOYED BY ATRIUM HEALTH STANLY AND LEASED TO THE FOUNDATION. THE FOUNDATION HAS NO EMPLOYEES. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE STAFF IS EMPLOYED BY ATRIUM HEALTH STANLY AND ARE LEASED TO THE FOUNDATION. THE FOUNDATION HAS NO EMPLOYEES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Business Name Line2DisregardedEntityName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | EINEIN | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLOTTE-MECKLENBURG HOSPITAL AUTH | ||||||||||||
| D/B/A ATRIUM HEALTH | 1000 BLYTHE BLVD | CHARLOTTE | NC | 282035812 | HOSPITAL | NC | 501C3 | 1 | NA | false | ||
| JOHN P MURRAY COMMUNITY CARE CLINIC | ||||||||||||
| 303-C YADKIN STREET | ALBEMARLE | NC | 28001 | HEALTHCARE | NC | 501C3 | 3 | false | 562274174 | N/A | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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