HOLY ANGELS SERVICES INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HOLY ANGELS SERVICES INC (EIN 56-1785000)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-14
- IRS object ID
- 201143189349305424
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-14T14:58:46-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT & HOLLAND LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 METROPOLITAN AVENUE SUITE 1000 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561785000 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLY ANGELS SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOLY | NameControl |
| Phone | 7048254161 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 710 | AddressLine1 |
| City | BELMONT | City |
| State | NC | State |
| ZIP Code | 28012 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | REGINA P MOODY | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 7048254161 | Phone |
| Date Signed | 2011-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANICE A RATICA | Name |
| Phone | 7043771678 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | REGINA P MOODY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 710 | AddressLine1 |
| City | BELMONT | City |
| State | NC | State |
| ZIP Code | 28012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9364095 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HOLYANGELSNC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1956 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE A COMPREHENSIVE RESIDENTIAL SERVICES AND MEDICAL CARE TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 340618 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 370074 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7973912 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8705070 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 313493 | OtherRevenuePriorYear |
| Other Revenue Current Year | 288951 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8628023 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9364095 | 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 | 5865788 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6135027 | 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 | 3522501 | OtherExpensePriorYear |
| Other Expenses Current Year | 3756845 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9388289 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9891872 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -760266 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -527777 | RevenuesLessExpensesCY |
| Total Assets BOY | 6874352 | TotalAssetsBOY |
| Total Assets EOY | 7506959 | TotalAssetsEOY |
| Total Liabilities BOY | 605309 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 775542 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6269043 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6731417 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE A COMPREHENSIVE RESIDENTIAL SERVICES AND MEDICAL CARE TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9891872 | Expense |
| Revenue | 8994021 | Revenue |
| Description | PROVIDED A COMPREHENSIVE RESIDENTIAL SERVICES AND MEDICAL CARE TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. | Description |
| Total Program Service Expense | 9891872 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | 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 | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 0 | QuidProQuoContributions |
| 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 | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | 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 | 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 | 0 | 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 |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL C GIANG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7048254161 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HOLY ANGELS INC PO BOX 710 | AddressLine1 |
| City | BELMONT | City |
| State | NC | State |
| ZIP Code | 28012 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| STANHOPE ANTHONY | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL DEELY | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LAWRENCE M EICHORN | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BILL GARY | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CLAUDINA GHIANNI-TOOLE | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KATHLEEN HARWELL | ||||||
| VICE-CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| DR DOCIA HICKEY | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| REV ROBERT F HINMAN | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| HANS L LENGERS | ||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| LYNN LEONARD | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KEVIN LOFTIN | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| REEVES MCGLOHON | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CLAY MCLEAN | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JIM PARKS | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PAUL POLKING | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DR WILLIAM C RICE | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DONALD R SHEW | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KAREN SODERSTROM | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SR ROSALIND PICOT | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SR LARRETTA RIVERA-WILLIAMS | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DENNIS KUHN | ||||||
| EXEC. VP/COO | 40.00 | 0 | 91121 | 8423 | X | |
| REGINA P MOODY | ||||||
| CEO/PRESIDENT | 40.00 | 0 | 182232 | 9120 | X | |
| MICHAEL C GIANG | ||||||
| CFO/TREASURER | 40.00 | 0 | 118685 | 8213 | X | |
| LINDA BROWN | ||||||
| SECRETARY | 40.00 | 0 | 47863 | 6434 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 439901 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 32190 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 370074 | GovernmentGrants |
| Total Contributions | 370074 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SERVICE FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 8705070 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8705070 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8705070 | TotalProgramServiceRevenue |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER OPERATING REVENU | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 288951 | TotalRevenueColumn |
| Related Or Exempt Function Income | 288951 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 288951 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9364095 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8994021 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5318119 | Total |
| Program Services | 5318119 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51657 | Total |
| Program Services | 51657 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351548 | Total |
| Program Services | 351548 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 413703 | Total |
| Program Services | 413703 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 352635 | Total |
| Program Services | 352635 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 473680 | Total |
| Program Services | 473680 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| CORPORATE ADMINISTRATIV | 1299776 | 1299776 |
| SUPPLIES | 697770 | 697770 |
| OTHER PROGRAM EXPENSES | 467572 | 467572 |
| CONTRACTUAL SERVICES | 428326 | 428326 |
| REPAIRS AND MAINTENANCE | 37086 | 37086 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9891872 | Total |
| Program Services | 9891872 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 376136 | BOY |
| EOY | 968892 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 254431 | BOY |
| EOY | 543211 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52927 | BOY |
| EOY | 57373 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 11113542 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5520869 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5878415 | BOY |
| EOY | 5592673 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 312443 | BOY |
| EOY | 344810 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6874352 | BOY |
| EOY | 7506959 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 557801 | BOY |
| EOY | 725390 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47508 | BOY |
| EOY | 50152 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 605309 | BOY |
| EOY | 775542 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6004108 | BOY |
| EOY | 6436759 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 264935 | BOY |
| EOY | 294658 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6269043 | BOY |
| EOY | 6731417 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6874352 | BOY |
| EOY | 7506959 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -527777 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 990151 | 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 Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (3 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| HOLY ANGELS INC | |||||
| 510230406 | 1 | 1 | 1 | 1 | $0 |
| HOLY ANGELS FOUNDATION | |||||
| 561762654 | 11 | 1 | 1 | 1 | $0 |
| SISTERS OF MERCY SOUTH CENTRAL COMMUNITY | |||||
| 113816411 | 1 | 1 | 1 | 1 | $36,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 3 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 36000 | SumOfAmounts |
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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 415388 | OtherCostOrOtherBasis |
| Book Value | 415388 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8457657 | OtherCostOrOtherBasis |
| Depreciation | 4372222 | Depreciation |
| Book Value | 4085435 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2240497 | OtherCostOrOtherBasis |
| Depreciation | 1148647 | Depreciation |
| Book Value | 1091850 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5592673 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESIDENT TRUST LIABILITY | Description |
| Amount | $50,152 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 50152 | TotalOfAmounts |
| Total Revenue | 9364095 | TotalRevenue |
| Total Expenses | 9891872 | TotalExpenses |
| Excess Or Deficit For Year | -527777 | ExcessOrDeficitForYear |
| Other | $990,151 | OtherAmount |
| Total Adjustments | 990151 | TotalAdjustments |
| Excess Or Deficit Per FS | 462374 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9393818 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 29723 | OtherRevenues |
| Revenue Not Rptd F990 | 29723 | RevenueNotRptdF990 |
| Revenue Subtotal | 9364095 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9364095 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9891872 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9891872 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9891872 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION IS A NON-PROFIT ORGANIZATION AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. GAAP REQUIRES THE ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE ORGANIZATION HAS ANALYZED THE TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO AUDIT BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2007. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | NET ASSET TRANSFERS FROM AFFILIATES 960,428. CHANGE IN INTEREST IN HOLY ANGELS FOUNDATION, INC 29,723. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN INTEREST IN HOLY ANGELS FOUNDATION, INC. 29,723. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | REGINA P MOODY | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 181716 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 516 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 5500 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 3620 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 191352 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | HOLY ANGELS, INC. IS THE SOLE MEMBER OF HOLY ANGELS SERVICES, INC. | |
| FORM 990, PART VI, SECTION A, LINE 7B | HOLY ANGELS, INC. APPROVES ANY MAJOR DECISIONS AFFECTING HOLY ANGELS SERVICES, INC. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A FULL COPY OF THE FORM 990 WILL NOT BE PROVIDED TO THE BOARD PRIOR TO FILING. HOWEVER, IN ORDER TO PROTECT THE PRIVACY OF THE DONORS, THE BOARD WILL REVIEW A PUBLIC DISCLOSURE COPY OF THE FORM 990 PRIOR TO FILING. | |
| EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: HAS RECEIVED A COPY OF THIS CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THIS POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT HOLY ANGELS SERVICES, INC. IS A CHARITABLE ORGANIZATION AND, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OF DIRECTORS OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OF DIRECTORS OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES ARE EMPLOYED BY HOLY ANGELS, INC., A RELATED ENTITY. THE HOLY ANGELS BOARD OF DIRECTORS DELEGATES THE AUTHORITY TO THE PRESIDENT/CEO TO DETERMINE ALL OTHER EMPLOYEE COMPENSATION. THE RESPONSIBILITY FOR EXECUTIVE COMPENSATION FOR THE PRESIDENT/CEO IS THE RESPONSIBILITY OF THE CHAIR AND THE EXECUTIVE COMMITTEE, WHICH CONSISTS OF THE PAST CHAIR, CHAIR, VICE CHAIR, COMMITTEE CHAIRS AND ANY OTHER MEMBERS APPOINTED BY THE CHAIR. THE EXECUTIVE COMMITTEE SEEKS INPUT FROM THE BOARD AND MEETS ON AN ANNUAL BASIS TO COMPLETE A YEARLY PERFORMANCE AND COMPENSATION REVIEW OF THE PRESIDENT/CEO. A COMPETENT SALARY SURVEY IS USED TO BENCHMARK COMPENSATION FOR THE POSITION AND OTHER EXECUTIVE POSITIONS. THE EXECUTIVE COMMITTEE SHALL MEET INDEPENDENT OF THE PRESIDENT/CEO TO DISCUSS PERFORMANCE RELATIVE TO THE POSITION. DURING THESE DELIBERATIONS, THE COMMITTEE MAY ALSO CONSIDER INPUT OBTAINED FROM OTHER BOARD MEMBERS, SISTERS OF MERCY, STAFF, PROFESSIONAL ADVISORS, AND OTHER INFORMED COMMUNITY LEADERS. THE CHAIR OF THE EXECUTIVE COMMITTEE REVIEWS THE ACCOMPLISHMENTS OF THE PRESIDENT/CEO DURING THE YEAR AND A WRITTEN PERFORMANCE REVIEW IS COMPLETED. ONCE A CONSENSUS IS REACHED REGARDING PERFORMANCE, A SIMILAR DISCUSSION IS HELD CONCERNING COMPENSATION RELATIVE TO ANNUAL BENCHMARK AND ESTABLISHED OBJECTIVES. THE COMPENSATION REVIEW INCLUDES BASE PAY, FRINGE BENEFITS AND ANY OTHER IDENTIFIED PERFORMANCE INCENTIVES. THROUGH ITS MINUTES, THE CHAIR/EXECUTIVE COMMITTEE MUST DOCUMENT ALL OF ITS DELIBERATIONS AND DECISIONS, INCLUDING THE SALARY SURVEY USED. THIS PROCESS IS REFERENCED IN ARTICLE XI, SECTION 1 OF THE BYLAWS OF HOLY ANGELS, INC. THE HOLY ANGELS BOARD OF DIRECTORS DELEGATES THE AUTHORITY TO THE PRESIDENT/CEO TO DETERMINE ALL OTHER EMPLOYEE COMPENSATION. AS FOR KEY EMPLOYEES AND OTHER EMPLOYEES, IT IS THE POLICY OF HOLY ANGELS TO PAY WAGES AND SALARIES THAT ARE REASONABLE AND COMPETITIVE WITH RATES BEING PAID FOR SIMILAR JOBS BY OTHER EMPLOYERS IN THE COMMUNITY. INCREASES IN EMPLOYEE COMPENSATION MAY BE OFFERED BASED ON INDIVIDUAL JOB PERFORMANCE, LONGEVITY, DUTIES AND RESPONSIBILITIES LISTED IN JOB DESCRIPTIONS, AND AREA WAGE AND SALARY SURVEYS. WAGE OR SALARY RANGES HAVE BEEN ESTABLISHED FOR EACH LEVEL OF JOBS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET ASSET TRANSFERS FROM AFFILIATES 960,428. CHANGE IN INTEREST IN HOLY ANGELS FOUNDATION, INC 29,723. TOTAL TO FORM 990, PART XI, LINE 5: 990,151. | FORM 990, PART XI, LINE 5: |
| THE FINANCE AND AUDIT COMMITTEE, WHO MEET QUARTERLY, HAVE THE OVERSIGHT FOR THE AUDITED FINANCIAL STATEMENTS AS WELL AS THE SELECTION OF THE AUDITING FIRM. | FORM 990, PART XI, LINE 2C: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg | EINEIN |
|---|---|---|---|---|---|---|---|---|---|
| SISTERS OF MERCY OF THE AMERICAS SOUTH CENTRAL COMMUNITY | |||||||||
| 101 MERCY DRIVE | BELMONT | NC | 28012 | HELP PEOPLE IN NEED | NC | 501(C)(3) | CHURCH | 0 | |
| HOLY ANGELS INC | |||||||||
| PO BOX 710 | BELMONT | NC | 28012 | TO PROVIDE SUPPORT TO RELATED ORGANIZATIONS | NC | 501(C)(3) | CHURCH | 0 | 510230406 |
| HOLY ANGELS FOUNDATION | |||||||||
| PO BOX 710 | BELMONT | NC | 28012 | TO PROMOTE CHARITABLE AND RELIGIOUS ACTIVITIES ON BEHALF OF ITS PARENT | NC | 501(C)(3) | 509(A)(3), TYPE II | 0 | 561762654 |
| SISTERS OF MERCY OF NORTH CAROLINA FOUNDATION | |||||||||
| 2115 REXFORD RD STE 401 | BELMONT | NC | 28012 | SUPPORTS THE WORK OF SELECTED TAX EXEMPT HEALTHCARE, EDUCATIONAL AND SOCIAL | NC | 501(C)(3) | CHURCH | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | 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 | 1 | 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 | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| SISTERS OF MERCY SOUTH CENTRAL COMMUNITY | |
| N | 40600 |
| HOLY ANGELS INC | |
| Q | 1299776 |
| HOLY ANGELS FOUNDATION | |
| R | 921791 |
| SISTERS OF MERCY SOUTH CENTRAL COMMUNITY | |
| I | 36000 |
| HOLY ANGELS INC | |
| R | 38637 |