STANLY HEALTH FOUNDATION: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
STANLY HEALTH FOUNDATION (EIN 56-1698181)
Tax period
2010-10-01 to 2011-09-30
Filed
2012-08-15
IRS object ID
201222289349303677
Schema version
2010v3.4
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

FieldValueIRS element (for citing)
Timestamp2012-08-15T15:51:19-05:00Timestamp
Tax Period End Date2011-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1101 N TRYON STREET SUITE 1000AddressLine1
CityCHARLOTTECity
StateNCState
ZIP Code28246ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN561698181EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1STANLY REGIONAL MEDICAL HOSPITAL FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSTANNameControl
Phone7049823888Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 254AddressLine1
CityALBEMARLECity
StateNCState
ZIP Code28001ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJANE BOONEName
TitleDIRECTOR OF DEVELOPMENTTitle
Phone7049823888Phone
Date Signed2012-08-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameGREGORY W JOHNSName
Phone7049985200Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJANE BOONENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 254AddressLine1
CityALBEMARLECity
StateNCState
ZIP Code28001ZIPCode
FieldValueIRS element (for citing)
Gross Receipts3161118GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.STANLY.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1990YearFormation
State Legal DomicileNCStateLegalDomicile
Activity Or Mission DescriptionTHE ORGANIZATION EXISTS EXCLUSIVELY FOR THE BENEFIT OF STANLY HEALTH SERVICES, INC.ActivityOrMissionDescription
Nbr Voting Members Governing Body17NbrVotingMembersGoverningBody
Nbr Independent Voting Members17NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers40TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year219827ContributionsGrantsPriorYear
Contributions Grants Current Year231732ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year149264InvestmentIncomePriorYear
Investment Income Current Year384533InvestmentIncomeCurrentYear
Other Revenue Prior Year-38683OtherRevenuePriorYear
Other Revenue Current Year-40865OtherRevenueCurrentYear
Total Revenue Prior Year330408TotalRevenuePriorYear
Total Revenue Current Year575400TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year119256GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY226468GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year38540OtherExpensePriorYear
Other Expenses Current Year23674OtherExpensesCurrentYear
Total Expenses Prior Year157796TotalExpensesPriorYear
Total Expenses Current Year250142TotalExpensesCurrentYear
Revenues Less Expenses Prior Year172612RevenuesLessExpensesPriorYear
Revenues Less Expenses CY325258RevenuesLessExpensesCY
Total Assets BOY5683975TotalAssetsBOY
Total Assets EOY5750822TotalAssetsEOY
Total Liabilities BOY1979TotalLiabilitiesBOY
Total Liabilities EOY3009TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY5681996NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY5747813NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE 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 Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense226468Expense
Grants226468Grants
Revenue0Revenue
DescriptionIN FISCAL YEAR 2011, 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 175 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 $102,344 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 Expense226468TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members17NbrVotingGoverningBodyMembers
Number Independent Voting Members17NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JANE BOONEBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7049823888TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 254AddressLine1
CityALBEMARLECity
StateNCState
ZIP Code28001ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (18 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
DARRELL ALMOND
BOARD MEMBER1.00X000
RICHARD ALMOND
BOARD MEMBER1.00X000
BOB BEANE
BOARD MEMBER1.00X000
SUE BOHNSACK
BOARD MEMBER1.00X000
ANDY CASTELLOE
SECRETARY/TREASURER1.00X000X
STEVE CUMMING
BOARD MEMBER1.00X000
FRANK GREEN
BOARD MEMBER1.00X000
YOLANDA JOHNSON
BOARD MEMBER1.00X023033610278
SUE JORDAN
BOARD MEMBER1.00X000
BILL MULLINIX
BOARD MEMBER1.00X000
DEE PANKEY
BOARD MEMBER1.00X000
LEONARD SALTZMAN
CHAIRMAN1.00X000X
MIKE SNYDER
BOARD MEMBER1.00X000
SUSAN STOKES
BOARD MEMBER1.00X000
CAROL SULLIVAN
BOARD MEMBER1.00X000
DON SUMMERS
BOARD MEMBER1.00X000
CHRIS VAUGHN
VICE CHAIRMAN-BOARD/DIRECTOR AT STANLY REGIONAL1.00X07372310020X
JANE BOONE
DIRECTOR OF DEVELOPMENT - FOUNDATION28.00X048627196
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs352686TotalReportableCompFrmRltdOrgs
Total Other Compensation20494TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events102344FundraisingEvents
All Other Contributions129388AllOtherContributions
Total Contributions231732TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column93334TotalRevenueColumn
Exclusion$93,334ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities2833352Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities2542153Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities291199Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column291199TotalRevenueColumn
Exclusion$291,199ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events0GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events102344CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses43565FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-43565TotalRevenueColumn
Exclusion-$43,565ExclusionAmount

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column2700TotalRevenueColumn
Exclusion$2,700ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue2700TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column575400TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$343,668ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total217468Total
Program Services217468ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total9000Total
Program Services9000ProgramServices

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total7379Total
Management And General7379ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total14516Total
Management And General14516ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total1779Total
Management And General1779ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total250142Total
Program Services226468ProgramServices
Management And General23674ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY233612BOY
EOY151281EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1884BOY
EOY2154EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY3114BOY
EOY2512EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis3099LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec3099LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY12000BOY
EOY0EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY5433365BOY
EOY5594875EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY5683975BOY
EOY5750822EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY528BOY
EOY3009EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1451BOY
EOY0EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1979BOY
EOY3009EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY5288380BOY
EOY5344541EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY183060BOY
EOY192716EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY210556BOY
EOY210556EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY5681996BOY
EOY5747813EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY5683975BOY
EOY5750822EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses325258ReconcilationRevenueExpenses
Reconcilation Other Changes-259441ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years237683CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years241870CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years199992CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year219827CurrentTaxYearMinus1Year
Current Tax Year231732CurrentTaxYear
Total1131104Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years237683CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years241870CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years199992CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year219827CurrentTaxYearMinus1Year
Current Tax Year231732CurrentTaxYear
Total1131104Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total159605AmountsSubstContributorsTotal
Public Support Total170971499PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years169687CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years182479CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years134332CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year149264CurrentTaxYearMinus1Year
Current Tax Year93334CurrentTaxYear
Total729096Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years-10582CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years-12003CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3678CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3317CurrentTaxYearMinus1Year
Current Tax Year2700CurrentTaxYear
Total-12890Total
FieldValueIRS element (for citing)
Total Support1847310TotalSupport
Public Support Pertcentage1700.52590PublicSupportPertcentage170
Public Support Pertcent Prior Year0.47400PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis3099OtherCostOrOtherBasis
Depreciation3099Depreciation
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionINVESTMENTSDescription
Book Value5594875BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities5594875TotalOfBookValueSecurities
Total Revenue575400TotalRevenue
Total Expenses250142TotalExpenses
Excess Or Deficit For Year325258ExcessOrDeficitForYear
Net Unrealized GL On Investments-334441NetUnrealizedGLOnInvestments
Other$75,000OtherAmount
Total Adjustments-259441TotalAdjustments
Excess Or Deficit Per FS65817ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt349868TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-334441NetUnrealizedGainsInvestments
Other Revenues76315OtherRevenues
Revenue Not Rptd F990-258126RevenueNotRptdF990
Revenue Subtotal607994RevenueSubtotal
Other Revenues Not Included-32594OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-32594RevenueNotRptdOnFinStmt
Total Revenue Per Form990575400TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt293707TotExpensesEtcAuditedFinclStmt
Other Expenses Included43565OtherExpensesIncluded
Expenses Not Rptd F99043565ExpensesNotRptdF990
Expenses Subtotal250142ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990250142TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X: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 2007 TO 2010 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.
PART XI, LINE 8 - OTHER ADJUSTMENTS:TRANSFERS FROM AFFILIATES 75,000.
PART XII, LINE 2D - OTHER ADJUSTMENTS:TRANSFERS FROM AFFILIATES 75,000. NET ASSETS RELEASED 1,315.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES -43,565. RESTRICTED CONTRIBUTIONS 10,971.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES 43,565.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1OUTDOORSMAN'S BONANZANameOfEvent1
Gross Receipts Event183484GrossReceiptsEvent1
Charitable Contributions Event183484CharitableContributionsEvent1
Cash Prizes Event19294CashPrizesEvent1
Non Cash Prizes Event133200NonCashPrizesEvent1
Name Of Event2GALA AUCTIONNameOfEvent2
Gross Receipts Event218860GrossReceiptsEvent2
Charitable Contributions Event218860CharitableContributionsEvent2
Food And Beverage Event2123FoodAndBeverageEvent2
Other Direct Expenses Event2948OtherDirectExpensesEvent2
Gross Receipts Total102344GrossReceiptsTotal
Charitable Contributions Total102344CharitableContributionsTotal
Cash Prizes Total Events9294CashPrizesTotalEvents
Non Cash Prizes Total Events33200NonCashPrizesTotalEvents
Food And Beverage Total Events123FoodAndBeverageTotalEvents
Other Direct Expenses Total Events948OtherDirectExpensesTotalEvents
Direct Expense Summary Events43565DirectExpenseSummaryEvents
Net Income Summary-43565NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
STANLY REGIONAL MEDICAL CENTER INC
301 YADKIN STREETALBEMARLENC28001560556760501(C)(3)201624SUPPORT
COMMUNITY CARE CLINIC
220 YADKIN STREETALBEMARLENC28001562274174501(C)(3)3844SUPPORT
CITY OF ALBEMARLE
144 NORTH 2ND STREETALBEMARLENC28001N/AALBEMARLE GREENWAY12000COSTLAND
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants3TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantEDUCATIONAL SCHOLARSHIPSTypeOfGrant
Number Of Recipients3NumberOfRecipients
Amount Of Cash Grant9000AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE 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 J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonYOLANDA JOHNSONNamePerson
Base Compensation Filing Org0BaseCompensationFilingOrg
Comp Based On Related Orgs213836CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs16500OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org0NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs10278NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org0TotalCompensationFilingOrg
Total Compensation Related Orgs240614TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 7BTHE STANLY HEALTH SERVICES BOARD OF DIRECTORS MUST APPROVE NEW DIRECTORS NOMINATED TO THE FOUNDATION BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11CFO AND CONTROLLER WILL REVIEW AND COPIES WILL BE EMAILED TO BOARD MEMBERS AND REVIEWED AT FINANCE COMMITTEE AND BOARD MEETINGS.
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 12C
THE STAFF IS EMPLOYED BY STANLY REGIONAL MEDICAL CENTER. THE FOUNDATION HAS NO EMPLOYEES.FORM 990, PART VI, SECTION B, LINE 15
THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.FORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED LOSSES ON INVESTMENTS: -334,441. TRANSFERS FROM AFFILIATES 75,000. TOTAL TO FORM 990, PART XI, LINE 5: -259,441.FORM 990, PART XI, LINE 5:
THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.FORM 990, PART XII, LINE 2C:
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.FORM 990, PART VII, DESCRIPTION OF HOURS FOR RELATED ORGANIZATIONS:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrg
STANLY MEDICAL SERVICES INC
320 YADKIN STREETALBEMARLENC28001561892763HEALTHCARENC501(C)(3)509(A)(2)N/A0
STANLY REGIONAL MEDICAL CENTER INC
301 YADKIN STREETALBEMARLENC28001560556760HOSPITALNC501(C)(3)170(B)(1)(A)(III)N/A0
STANLY MANOR INC
625 BETHANY ROADALBEMARLENC28001561623092LONG-TERM HEALTHCARENC501(C)(3)509(A)(2)N/A0
STANLEX INC
907 NORTH SECOND STREETALBEMARLENC28001561532751HEALTHCARENC501(C)(3)509(A)(3)N/A0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
STANLY REGIONAL MEDICAL CENTER INC
P75000EXPENSES
STANLY REGIONAL MEDICAL CENTER INC
B201624CASH
STANLY REGIONAL MEDICAL CENTER INC
N50319SALARY&BENEFITS

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