STANLY HEALTH FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- STANLY HEALTH FOUNDATION (EIN 56-1698181)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-14
- IRS object ID
- 201322269349303802
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-08-14T15:57:47-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N TRYON STREET SUITE 1000 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561698181 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANLY REGIONAL MEDICAL CENTER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STAN | NameControl |
| Phone | 7049823888 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 254 | AddressLine1 |
| City | ALBEMARLE | City |
| State | NC | State |
| ZIP Code | 28002 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANE BOONE | Name |
| Title | DIRECTOR OF DEVELOPMENT | Title |
| Phone | 7049823888 | Phone |
| Date Signed | 2013-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN NORMAN | Name |
| PTIN | P01506766 | PTIN |
| Phone | 7049985200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JANE BOONE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 254 | AddressLine1 |
| City | ALBEMARLE | City |
| State | NC | State |
| ZIP Code | 28002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9382426 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.STANLY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION EXISTS EXCLUSIVELY FOR THE BENEFIT OF STANLY HEALTH SERVICES, INC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 231732 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 426694 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 384533 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1042115 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -40865 | OtherRevenuePriorYear |
| Other Revenue Current Year | 100570 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 575400 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1569379 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 226468 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 83787 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 8007 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 23674 | OtherExpensePriorYear |
| Other Expenses Current Year | 48306 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 250142 | TotalExpensesPriorYear |
| Total Expenses Current Year | 132093 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 325258 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1437286 | RevenuesLessExpensesCY |
| Total Assets BOY | 5750822 | TotalAssetsBOY |
| Total Assets EOY | 7228820 | TotalAssetsEOY |
| Total Liabilities BOY | 3009 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1214 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5747813 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7227606 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | "SEE SCHEDULE O"THE STANLY REGIONAL MEDICAL CENTER FOUNDATION EXISTS EXCLUSIVELY FOR THE BENEFIT OF STANLY HEALTH SERVICES, INC. ITS PRINCIPAL PURPOSE IS TO IDENTIFY, SOLICIT, RECORD, MANAGE AND DISBURSE GIFT INCOME FROM THE PRIVATE SECTOR TO ENSURE THE FUTURE OF EXCEPTIONAL COMMUNITY BASED HEALTH CARE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 85276 | Expense |
| Grants | 83787 | Grants |
| Description | IN FISCAL YEAR 2012, IN ADDITION TO GENERAL SOLICITATION OF CHARITABLE CONTRIBUTIONS, THE STANLY REGIONAL MEDICAL CENTER FOUNDATION ADDED SEVERAL MAJOR DONORS (THOSE GIVING IN EXCESS OF $10K OVER TEN YEARS) TO THE ROSTER OF THE STANLY SOCIETY, HAD OVER 225 EMPLOYEES WHO GAVE 1 HOURS PAY PER MONTH BACK TO THE FOUNDATION AS MEMBERS OF THE PRESIDENTS CLUB, AND HELD TWO PUBLIC FUNDRAISERS THAT NETTED OVER $98,070 IN UNRESTRICTED FUNDS WHICH WERE PLACED INTO THE ENDOWMENT. THE FOUNDATION FUNDED OVER A DOZEN HEALTH CARE PROJECTS AND PROGRAMS WITHIN STANLY HEALTH SERVICES AND AWARDED SCHOLARSHIPS TO OVER A DOZEN STUDENTS. | Description |
| Total Program Service Expense | 85276 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE BOONE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7049823888 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 254 | AddressLine1 |
| City | ALBEMARLE | City |
| State | NC | State |
| ZIP Code | 28002 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| DARRELL ALMOND | |||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 |
| RICHARD ALMOND | |||||
| VICE CHAIRMAN | 1.00 | X | 0 | 0 | 0 |
| BOB BEANE | |||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 |
| SUE BOHNSACK | |||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 |
| ANDY CASTELLOE | |||||
| SECRETARY/TREASURER | 1.00 | X | 0 | 0 | 0 |
| STEVE CUMMING | |||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 |
| FRANK GREEN | |||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 |
| SUSAN DEVEREUX | |||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 |
| SUE JORDAN | |||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 |
| BILL MULLINIX | |||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 |
| DEE PANKEY | |||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 |
| JANE LISK | |||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 |
| MIKE SNYDER | |||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 |
| SUSAN STOKES | |||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 |
| CAROL SULLIVAN | |||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 |
| CATHERINE MOELLER | |||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 |
| CHRISTINE VAUGHN | |||||
| CHAIRMAN | 1.00 | X | 0 | 75409 | 18663 |
| JANE BOONE | |||||
| DIRECTOR OF DEVELOPMENT - | 28.00 | X | 0 | 51253 | 2116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 126662 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 20779 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 426694 | AllOtherContributions |
| Total Contributions | 426694 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 126460 | TotalRevenueColumn |
| Exclusion | $126,460 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8669758 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7754103 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 915655 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 915655 | TotalRevenueColumn |
| Exclusion | $915,655 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 157014 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 58944 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 98070 | TotalRevenueColumn |
| Exclusion | $98,070 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2500 | TotalRevenueColumn |
| Exclusion | $2,500 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2500 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1569379 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,142,685 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78537 | Total |
| Program Services | 78537 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5250 | Total |
| Program Services | 5250 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161 | Total |
| Management And General | 161 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6904 | Total |
| Management And General | 6904 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2289 | Total |
| Management And General | 2289 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13936 | Total |
| Management And General | 13936 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 980 | Total |
| Management And General | 980 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OTHER DIRECT EXPENSE | 18222 | 1489 | 8726 | 8007 |
| MEMBERSHIPS AND DUES | 5814 | 5814 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132093 | Total |
| Program Services | 85276 | ProgramServices |
| Management And General | 38810 | ManagementAndGeneral |
| Fundraising | 8007 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151281 | BOY |
| EOY | 182617 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2154 | BOY |
| EOY | 276017 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2512 | BOY |
| EOY | 3132 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3099 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3099 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5594875 | BOY |
| EOY | 6767054 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5750822 | BOY |
| EOY | 7228820 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3009 | BOY |
| EOY | 1214 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3009 | BOY |
| EOY | 1214 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5344541 | BOY |
| EOY | 6768242 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 192716 | BOY |
| EOY | 248808 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 210556 | BOY |
| EOY | 210556 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5747813 | BOY |
| EOY | 7227606 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5750822 | BOY |
| EOY | 7228820 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1437286 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 42507 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 241870 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 199992 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 219827 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 231732 | CurrentTaxYearMinus1Year |
| Current Tax Year | 426694 | CurrentTaxYear |
| Total | 1320115 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 241870 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 199992 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 219827 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 231732 | CurrentTaxYearMinus1Year |
| Current Tax Year | 426694 | CurrentTaxYear |
| Total | 1320115 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 80846 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1239269 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 182479 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 134332 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 149264 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 93334 | CurrentTaxYearMinus1Year |
| Current Tax Year | 126460 | CurrentTaxYear |
| Total | 685869 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -12003 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3678 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3317 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2700 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2500 | CurrentTaxYear |
| Total | 192 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2006176 | TotalSupport |
| Public Support Pertcentage170 | 0.61770 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.52590 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3099 | OtherCostOrOtherBasis |
| Depreciation | 3099 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENTS | Description |
| Book Value | 6767054 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 6767054 | TotalOfBookValueSecurities |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE FILING ORGANIZATION IS A NON PROFIT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM INCOME TAX ON REVENUE EARNED FROM ITS TAX-EXEMPT STATUS. THE FILING ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE FILING ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUSES NOR IS IT AWARE OF ANY OF ITS ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE YEARS 2008 TO 2011 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. THE FILING ORGANIZATION HAS ADOPTED THE INCOME TAX STANDARD ISSUED BY FINANCIAL ACCOUNTING STANDARDS BOARD IN LIGHT OF ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS IN ACCORDANCE WITH THE INCOME TAX STANDARD. THIS STANDARD PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DANCING WITH THE STARS | NameOfEvent1 |
| Gross Receipts Event1 | 51172 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 51172 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 132 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 7260 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 5178 | OtherDirectExpensesEvent1 |
| Name Of Event2 | PLAY FOR THE CURE | NameOfEvent2 |
| Gross Receipts Event2 | 16275 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 16275 | GrossRevenueEvent2 |
| Gross Receipts Other Events | 89567 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 89567 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 1049 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 45325 | NonCashPrizesOtherEvents |
| Gross Receipts Total | 157014 | GrossReceiptsTotal |
| Gross Revenue Total Events | 157014 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 1049 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 45325 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 132 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 7260 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 5178 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 58944 | DirectExpenseSummaryEvents |
| Net Income Summary | 98070 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| STANLY REGIONAL MEDICAL CENTER INC | |||||||
| 301 YADKIN STREET | ALBEMARLE | NC | 28001 | 560556760 | 501(C)(3) | 53537 | SUPPORT |
| COMMUNITY CARE CLINIC | |||||||
| 220 YADKIN STREET | ALBEMARLE | NC | 28001 | 562274174 | 501(C)(3) | 25000 | SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | EDUCATIONAL SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 2 | NumberOfRecipients |
| Amount Of Cash Grant | 5250 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: HINSON SCHOLARSHIP: THIS SCHOLARSHIP IS OFFERED TO APPLICANTS WHO HAVE ALREADY COMPLETED TWO YEARS OF UNDERGRADUATE STUDY BY JUNE AND HAVE BEEN ACCEPTED INTO A COURSE OF STUDY IN THE MEDICAL/HEALTHCARE FIELD. APPLICANTS MUST HAVE A 3.5 CUMULATIVE UNDERGRADUATE GPA OR HIGHER. APPLICANTS MUST BE CURRENTLY EMPLOYED BY STANLY HEALTH SERVICES, INC. OR BE THE DEPENDENTS OF A CURRENT EMPLOYEE OF STANLY HEALTH SERVICES, INC. APPLICANTS MUST SUBMIT A STATEMENT EXPLAINING WHAT A CAREER IN HEALTHCARE WILL MEAN TO THEM AND HOW IT WILL BENEFIT HUMANITY. RECOMMENDATIONS FROM A PROFESSOR AND FROM SOMEONE WITHIN STANLY HEALTH SERVICES ARE REQUIRED. FOUNDATION CB CROOK FAMILY HEALTHCARE SCHOLARSHIP: THIS SCHOLARSHIP IS OFFERED TO STUDENTS WHO HAVE ALREADY COMPLETED TWO YEARS OF UNDERGRADUATE STUDY AND HAVE BEEN ACCEPTED INTO A COURSE OF STUDY IN THE HEALTH CARE FIELD. SCHOLARSHIP IS AWARDED BASED ON ACADEMIC PERFORMANCE AND COMMUNITY INVOLVEMENT. APPLICANTS MUST SUBMIT AN APPLICATION, TRANSCRIPT, AND A COMPLETE LIST OF SCHOOL AND COMMUNITY RELATED ACTIVITIES. RECOMMENDATIONS ARE REQUIRED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7B | THE STANLY HEALTH SERVICES BOARD OF DIRECTORS MUST APPROVE NEW DIRECTORS NOMINATED TO THE FOUNDATION BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | CFO AND CONTROLLER WILL REVIEW AND COPIES WILL BE EMAILED TO BOARD MEMBERS AND REVIEWED AT FINANCE COMMITTEE AND BOARD MEETINGS. | |
| FORM 990, PART VI, SECTION B, 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, PART VI, SECTION B, LINE 15 | THE STAFF IS EMPLOYED BY STANLY REGIONAL MEDICAL CENTER. THE FOUNDATION HAS NO EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -32,493. TRANSFERS FROM AFFILIATES 75,000. TOTAL TO FORM 990, PART XI, LINE 5: 42,507. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART VII, DESCRIPTION OF HOURS FOR RELATED ORGANIZATIONS | OFFICERS LISTED ON PART VII WORK AN AVERAGE OF 40 HOURS PER WEEK OR MORE. THEIR TIME IS SHARED BETWEEN THE FILING ORGANIZATION AND THE RELATED ENTITIES LISTED ON SCHEDULE R. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| STANLY MEDICAL SERVICES INC | ||||||||||
| 320 YADKIN STREET | ALBEMARLE | NC | 28001 | 561892763 | HEALTHCARE | NC | 501(C)(3) | 509(A)(2) | N/A | 0 |
| STANLY REGIONAL MEDICAL CENTER INC | ||||||||||
| 301 YADKIN STREET | ALBEMARLE | NC | 28001 | 560556760 | HOSPITAL | NC | 501(C)(3) | 170(B)(1)(A)(III) | N/A | 0 |
| STANLY MANOR INC | ||||||||||
| 625 BETHANY ROAD | ALBEMARLE | NC | 28001 | 561623092 | LONG-TERM HEALTHCARE | NC | 501(C)(3) | 509(A)(2) | N/A | 0 |
| STANLEX INC | ||||||||||
| 907 NORTH SECOND STREET | ALBEMARLE | NC | 28001 | 561532751 | HEALTHCARE | NC | 501(C)(3) | 509(A)(3) | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| STANLY REGIONAL MEDICAL CENTER INC | ||
| P | 75000 | EXPENSES |
| STANLY REGIONAL MEDICAL CENTER INC | ||
| B | 101368 | CASH |
| STANLY REGIONAL MEDICAL CENTER INC | ||
| N | 120410 | SALARY&BENEFITS |
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