CHARLOTTE WORKS: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHARLOTTE WORKS (EIN 56-2098251)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-01-24
- IRS object ID
- 201340249349300144
- Schema version
- 2011v1.2
- 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 | 2013-01-24T15:32:37-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260005391 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VANCE FLOUHOUSE & GARGES PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7725 BALLANTYNE COMMONS PARKWAY STE | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28277 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562098251 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLOTTE-MECKLENBURG WORKFORCE | BusinessNameLine1 |
| Business Name Line2 | DEVELOPMENT BOARD INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAR | NameControl |
| Phone | 7043363952 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 W MOREHEAD STREET | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28208 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE PARTRIDGE | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 7043363952 | Phone |
| Date Signed | 2013-01-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICK C GARGES | Name |
| PTIN | P00184001 | PTIN |
| Phone | 7043697200 | Phone |
| Date Prepared | 2013-01-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLOTTE WORKS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEVE PARTRIDGE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 W MOREHEAD STREET | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7167412 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CHARLOTTEWORKS.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO PROVIDE POLICY, PLANNING AND OVERSIGHT OF LOCAL WORKFORCE DEVELOPMENT PROGRAMS AND TO ENSURE THAT THESE PROGRAMS MEET THE NEEDS OF JOB SEEKERS AND EMPLOYERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 13 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6433422 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7167412 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6433422 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7167412 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 446774 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3048856 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6700848 | OtherExpensePriorYear |
| Other Expenses Current Year | 4030838 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7147622 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7079694 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -714200 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 87718 | RevenuesLessExpensesCY |
| Total Assets BOY | 1596524 | TotalAssetsBOY |
| Total Assets EOY | 1698923 | TotalAssetsEOY |
| Total Liabilities BOY | 1255562 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 672287 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 340962 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1026636 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE CHARLOTTE - MECKLENBURG WORKFORCE DEVELOPMENT BOARD WAS ESTABLISHED TO FULFILL A REQUIREMENT OF THE FEDERAL JOB TRAINING PARTNERSHIP ACT AND THE WORKFORCE INVESTMENT ACT. CURRENTLY, THE TOP PRIORITY OF THE BOARD IS TO REENGINEER THE CURRENT ARRAY OF PROGRAMS INTO A ONE-STOP DELIVERY SYSTEM THAT IS MORE EFFICIENT, EFFECTIVE, RESULTS DRIVEN, AND CUSTOMER FRIENDLY. IN ADDITION, THE CMWDB IS RESPONSIBLE FOR ADDRESSING WORKFORCE ISSUES INCLUDING TRANSPORTATION, CHILD CARE, SUBSTANCE ABUSE, THE LACK OF A SKILLED WORKFORCE, PREPARING WELFARE RECIPIENTS FOR EMPLOYMENT, AND ENSURING THAT TRAINING PROVIDERS EQUIP TRAINEES WITH THE SKILLS NEEDED BY EMPLOYERS. THE ABOVE GOALS ARE ACCOMPLISHED BY THE COMBINED EFFORTS OF THE BOARD MEMBERS (LOCAL BUSINESS PEOPLE AND TRAINING PROFESSIONALS) AS WELL AS OVERSIGHT BY THE BOARD EMPLOYEES OVER GRANT EXPENDITURES MADE BY THE CITY OF CHARLOTTE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1750447 | Expense |
| Revenue | 1988286 | Revenue |
| Description | WORKFORCE INVESTMENT ACT GRANT CFDA 17.229 - YOUTH | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1729728 | Expense |
| Revenue | 1910811 | Revenue |
| Description | WORKFORCE INVESTMENT ACT GRANT CFDA 17.260 - DISLOCATED WORKERS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1575864 | Expense |
| Revenue | 1762518 | Revenue |
| Description | WORKFORCE INVESTMENT ACT GRANT CFDA 17.258 - ADULT | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1270584 | Expense |
| Revenue | 1505797 | Revenue |
| Description | STATE SPONSORED PROGRAMS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1270584 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1505797 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 6326623 | 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 | 0 | 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 | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | 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 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 13 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | 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 | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE PARTRIDGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7042061350 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 W MOREHEAD STREET | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28208 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| PATRICK C GRAHAM | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| CINDY L ANGELELLI | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| JIMMY CHANCEY | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MICHAEL ELDER | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| GEORGIA GULLEDGE | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| DOUGLAS ROWE | ||||||
| CHAIRMAN | 0.00 | X | 0 | 0 | 0 | X |
| ROBERT FISH | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| JEROME FESTA | ||||||
| TREASURER | 0.00 | X | 0 | 0 | 0 | X |
| DAVID BELLAMY | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| ROBIN STRAYHORN | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| RANDALL DARNELL | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| ANTONIO ARCHBOLD | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| DONALD LLOYD | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| LARRY WILSON | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| LATONDRA BENNETT | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| PHIL PAUSTIAN | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| DAN ROSELLI | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| LACY KISER | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| KATI HYNES | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| KATHI POLIS MCLENDON | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| KAREN BRACKETT-BROWNING | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| BRAD RICHARDSON | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| STEVE PARTRIDGE | ||||||
| PRESIDENT/CEO | 40.00 | 79088 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 79088 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| NC DEPT OF COMMERCE DIVISION OF EMPLOYM | |||||
| P O BOX 25903 | RALEIGH | NC | 27611 | PROVIDED SCREENING AND SERVICES FOR WIA | 1488885 |
| GOODWILL INDUSTRIES OF SOUTHERN PIEDMONT | |||||
| P O BOX 668768 | CHARLOTTE | NC | 28266 | PROVIDED SCREENING AND SERVICES FOR WIA | 1005592 |
| ARBOR EDUCATION & TRAINING LLC | |||||
| 5624 EXECUTIVE CENTER DR SUITE 100 | CHARLOTTE | NC | 28212 | PROVIDED SCREENING AND SERVICES FOR WIA | 800079 |
| Q FOUNDATION | |||||
| P O BOX 620364 | CHARLOTTE | NC | 28262 | PROVIDED WIA SERVICES FOR THE YOUTH PROG | 756869 |
| NORTH TRYON JOB LINK CAREER CENTER | |||||
| 4045 N TRYON STREET SUITE C | CHARLOTTE | NC | 28206 | PROVIDED SCREENING AND SERVICES FOR QIA | 690451 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Government Grants | 7017073 | GovernmentGrants |
| All Other Contributions | 150339 | AllOtherContributions |
| Noncash Contributions | 149809 | NoncashContributions |
| Total Contributions | 7167412 | TotalContributions |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7167412 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79088 | Total |
| Management And General | 79088 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2772629 | Total |
| Program Services | 2562480 | ProgramServices |
| Management And General | 210149 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129600 | Total |
| Program Services | 78873 | ProgramServices |
| Management And General | 50727 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67539 | Total |
| Program Services | 51389 | ProgramServices |
| Management And General | 16150 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304644 | Total |
| Program Services | 275395 | ProgramServices |
| Management And General | 29249 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85796 | Total |
| Program Services | 39789 | ProgramServices |
| Management And General | 46007 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 593404 | Total |
| Program Services | 566174 | ProgramServices |
| Management And General | 27230 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 378465 | Total |
| Program Services | 300057 | ProgramServices |
| Management And General | 78408 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67797 | Total |
| Program Services | 54742 | ProgramServices |
| Management And General | 13055 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36814 | Total |
| Program Services | 35707 | ProgramServices |
| Management And General | 1107 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3120 | Total |
| Management And General | 3120 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| TRAINING AND EDUCATION | 2150095 | 2147747 | 2348 |
| REPAIRS AND MAINTENANCE | 229461 | 189757 | 39704 |
| CONTRACTUAL SERVICES | 76676 | 76676 | |
| COMMUNICATIONS | 34584 | 16613 | 17971 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69982 | Total |
| Program Services | 7900 | ProgramServices |
| Management And General | 62082 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7079694 | Total |
| Program Services | 6326623 | ProgramServices |
| Management And General | 753071 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 598994 | BOY |
| EOY | 450943 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 962837 | BOY |
| EOY | 1065244 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2337 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 17343 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 147945 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7657 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34693 | BOY |
| EOY | 140288 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 22768 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1596524 | BOY |
| EOY | 1698923 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1255562 | BOY |
| EOY | 672287 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1255562 | BOY |
| EOY | 672287 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 340962 | BOY |
| EOY | 1026636 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 340962 | BOY |
| EOY | 1026636 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1596524 | BOY |
| EOY | 1698923 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 87718 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 597956 | 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 Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
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 | 4357596 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4995463 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9314787 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6433422 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7017603 | CurrentTaxYear |
| Total | 32118871 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 25396 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 65197 | CurrentTaxYearMinus1Year |
| Current Tax Year | 112000 | CurrentTaxYear |
| Total | 202593 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4357596 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4995463 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9340183 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6498619 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7129603 | CurrentTaxYear |
| Total | 32321464 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 32321464 | PublicSupportTotal170 |
| Total Support | 32321464 | TotalSupport |
| Public Support Pertcentage170 | 1.00000 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 1.00000 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: COMPUTER SOFTWARE DATE: 01/24/12 AMOUNT: 149809. | GeneralExplanation |
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
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 126095 | OtherCostOrOtherBasis |
| Depreciation | 1954 | Depreciation |
| Book Value | 124141 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21850 | OtherCostOrOtherBasis |
| Depreciation | 5703 | Depreciation |
| Book Value | 16147 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 140288 | TotalOfBookValueLandBuildings |
| Total Revenue | 7167412 | TotalRevenue |
| Total Expenses | 7079694 | TotalExpenses |
| Excess Or Deficit For Year | 87718 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 87718 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7318857 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 151445 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 151445 | RevenueNotRptdF990 |
| Revenue Subtotal | 7167412 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7167412 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7231139 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 151445 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 151445 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7079694 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7079694 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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, 2012, THE ORGANIZATION HAS A NUMBER OF OPEN TAX YEARS THAT RANGE FROM 2009 TO 2011. | Explanation |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | SOFTWARE | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 149809 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| FORM 990, PART XI, LINE 5: | THE ACCOMPANYING FINANCIAL STATEMENTS FOR 2011 HAVE BEEN RESTATED TO CORRECT AN ERROR IN RECORDING OF GRANTS RECEIVABLE MADE IN 2011. 597,956. TOTAL TO FORM 990, PART XI, LINE 5: 597,956. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C - OVERSIGHT OF AUDIT | DURING 2012 THE BOARD OF DIRECTORS APPOINTED AN EXTERNAL AUDIT COMMITTEE MADE UP OF THE BOARD CHAIR, BOARD TREASURER, AND 4 INDEPENDENT CPAS FROM THE COMMUNITY. THIS COMMITTEE IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT AUDITORS AND OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS. |
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