CENTER FOR HEALTHY LIVING INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CENTER FOR HEALTHY LIVING INC (EIN 26-4197696)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-08-16
- IRS object ID
- 202222289349100617
- Schema version
- 2020v4.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-16T13:06:53-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561434747 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREERWALKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST TRADE ST SUITE 1100 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264197696 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER FOR HEALTHY LIVING INC | BusinessNameLine1Txt |
| Business Name Line2 | D/B/A THE IVEY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 7049092070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6030 PARK SOUTH DRIVE | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN IVEY | PersonNm |
| Person Title | CEO & FOUNDER | PersonTitleTxt |
| Phone | 7049092070 | PhoneNum |
| Signature | 2022-08-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LYNN | PersonFirstNm |
| Person Last | IVEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAULA P TILLEY | PreparerPersonNm |
| PTIN | P00051456 | PTIN |
| Phone | 7043770239 | PhoneNum |
| Preparation | 2022-08-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF60 Month Term Sect507b1 B | Yes (X) | PF60MonthTermSect507b1BInd |
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $903,228 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $754,455 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,141 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,141 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $328,897 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $328,897 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,084,493 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,141 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $328,897 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $117,333 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $24,313 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $93,020 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $598,084 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $123,933 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $474,151 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $108,795 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $22,544 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $86,251 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,208 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $1,701 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,507 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $70,733 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $14,657 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $56,076 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,757 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $9,689 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $37,068 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $61,592 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $12,763 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $48,829 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $27,625 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $27,625 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $162,461 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $33,665 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $128,796 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $11,707 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $2,426 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $9,281 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $273,733 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $55,581 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $218,152 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,487,028 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $328,897 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,158,131 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,487,028 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $328,897 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,158,131 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$402,535 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,141 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $434,968 | CashBOYAmt |
| Cash EOY | $219,194 | CashEOYAmt |
| Cash EOYFMV | $219,194 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,740 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,000 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $723,093 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $58,418 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $639,957 | LandBOYAmt |
| Land EOY | $664,675 | LandEOYAmt |
| Land EOYFMV | $664,675 | LandEOYFMVAmt |
| Other Assets BOY | $23,359 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,359 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,359 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,115,024 | TotalAssetsBOYAmt |
| Total Assets EOY | $903,228 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $903,228 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $25,743 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $14,894 | AccountsPayableEOYAmt |
| Deferred Revenue EOY | $1,588 | DeferredRevenueEOYAmt |
| Loans From Officers EOY | $150,000 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $50,000 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $25,743 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $216,482 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,089,281 | RetainedEarningBOYAmt |
| Retained Earning EOY | $686,746 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,089,281 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $686,746 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,115,024 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $903,228 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,089,281 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$402,535 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $686,746 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $686,746 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $16 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THEIVEY.COM | WebsiteAddressTxt |
| Individual With Books | LYNN IVEY | IndividualWithBooksNm |
| Phone | 7049092070 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6030 PARK SOUTH DRIVE | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | Yes (1) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | Yes (1) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DONALD B OLIN | ||||||||
| 6030 PARK SOUTH DRIVE | CHARLOTTE | NC | 28210 | CHAIR | 1.00 | $0 | $0 | $0 |
| STEPHANIE ALEXANDER | ||||||||
| 6030 PARK SOUTH DRIVE | CHARLOTTE | NC | 28210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MINDY MIRALIA | ||||||||
| 6030 PARK SOUTH DRIVE | CHARLOTTE | NC | 28210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LYNN A IVEY | ||||||||
| 6030 PARK SOUTH DRIVE | CHARLOTTE | NC | 28210 | CEO & FOUNDER | 40.00 | $54,000 | $14,568 | $0 |
| JOAN WRIGHT | ||||||||
| 6030 PARK SOUTH DRIVE | CHARLOTTE | NC | 28210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JANET LECLAIR | ||||||||
| 6030 PARK SOUTH DRIVE | CHARLOTTE | NC | 28210 | COO - FORMER | 40.00 | $69,877 | $4,356 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| VIKKI HUNLEY | ||||||||
| 6030 PARK SOUTH DRIVE | CHARLOTTE | NC | 28210 | MARKETING DIRECTOR | 40.00 | $79,799 | $5,259 | $0 |
| CAREY BARNETT NERAD | ||||||||
| 6030 PARK SOUTH DRIVE | CHARLOTTE | NC | 28210 | BUSINESS MANAGER | 40.00 | $71,888 | $6,253 | $0 |
| ELAINE HASKELL | ||||||||
| 6030 PARK SOUTH DRIVE | CHARLOTTE | NC | 28210 | COMMUNITY RELATIONS | 40.00 | $71,741 | $5,259 | $0 |
| LEAH COOPER | ||||||||
| 6030 PARK SOUTH DRIVE | CHARLOTTE | NC | 28210 | FAMILY RESOURCES COU | 40.00 | $57,033 | $7,217 | $0 |
| TRACEY ESSER | ||||||||
| 6030 PARK SOUTH DRIVE | CHARLOTTE | NC | 28210 | ACTIVITIES COORDINAT | 40.00 | $50,882 | $5,351 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GASTON WILSON CPA PA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 472329 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28247 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING SERVICES | ServiceTypeTxt |
| Compensation | $63,438 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MEMORY WELLNESS DAY SERVICES:CENTER FOR HEALTHY LIVING PROVIDES ADULT MEMORY WELLNESS DAY SERVICES AND INTEGRATIVE HEALTH AND WELLNESS PROGRAMS TO OLDER ADULTS LIVING WITH MEMORY LOSS DUE TO ALZHEIMER'S, STROKE AND AGE-RELATED DEMENTIAS, PARKINSON'S, FRAILTY, AND SOCIAL ISOLATION. AS A WHOLE FAMILY SOLUTION, CFHL ENABLES PARTICIPATING OLDER ADULTS TO LIVE MORE INDEPENDENTLY WHILE PROVIDING MUCH NEEDED RESPITE TO FAMILY CAREGIVERS. ADDITIONALLY, EACH DAY IS FILLED WITH A FULL RANGE OF ENGAGING LIFE ENRICHMENT ACTIVITIES, PHYSICAL EXERCISE, AND THERAPEUTIC ART AND MUSIC THERAPIES. | Description1Txt |
| Expenses1 | $1,118,670 | Expenses1Amt |
| Description2 | OUTREACH & EDUCATION:A KEY COMPONENT OF CFHL'S PROGRAMMING IS OUTREACH AND EDUCATION TO THE GENERAL PUBLIC INCLUDING CAREGIVERS, VOLUNTEERS AND COLLEGIATE INTERNS. IN ADDITION TO PROVIDING ACCESS TO ITS RESOURCE LIBRARY, CFHL HOSTS A SERIES OF BI-WEEKLY SUPPORT GROUPS FOR FAMILIES CARING FOR INDIVIDUALS WITH DEMENTIA. DEDICATED VOLUNTEERS SUPPORT THE MISSION OF THE ORGANIZATION AND CFHL SERVES AS A COMMUNITY LEARNING CENTER, SPONSORING INTERNSHIP OPPORTUNITIES WITH NUMEROUS UNIVERSITIES IN THE CHARLOTTE AREA AND THROUGHOUT THE SOUTHEAST. CFHL ALSO SUPPORTS COMMUNITY ORGANIZATIONS BY PROVIDING ITS VENUE TO HOST MEETINGS AND SPECIAL EVENTS. | Description2Txt |
| Expenses2 | $50,730 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $327,028 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $327,028 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $327,028 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,905 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $322,123 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,106 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,158,131 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,158,131 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,158,131 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,158,131 | CurrentYearAmt |
| Year1 | $366,390 | Year1Amt |
| Year2 | $350,883 | Year2Amt |
| Year3 | $256,319 | Year3Amt |
| Total | $2,131,723 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,158,131 | CurrentYearAmt |
| Year1 | $366,390 | Year1Amt |
| Year2 | $350,883 | Year2Amt |
| Year3 | $256,319 | Year3Amt |
| Total | $2,131,723 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,737 | CurrentYearAmt |
| Year1 | $8,535 | Year1Amt |
| Year2 | $4,969 | Year2Amt |
| Year3 | $5,641 | Year3Amt |
| Total | $29,882 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LYNN A IVEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMORY CARE DAY SERVICES | Desc |
| Related Or Exempt Function Incm | $328,897 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,141 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,141 | ExclusionAmt |
| Related Or Exempt Function Incm | $328,897 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $330,038 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | THE ORGANIZATION PROVIDED ADULT MEMORY WELLNESS DAY SERVICES, INCLUDING INTEGRATIVE HEALTH AND WELLNESS PROGRAMS TO SENIORS AND THEIR FAMILIES. THESE SERVICES RELATE DIRECTLY TO THE ORGANIZATION'S MISSION OF SERVING INDIVIDUALS WITH MEMORY LOSS AND THEIR FAMILIES. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BILL & SHARON ALLEN FAMILY FOUNDATION | |||||||
| 1 | 810 COLVILLE ROAD | CHARLOTTE | NC | 282072312 | $50,000 | Yes (X) | |
| STEPHANIE ALEXANDER | |||||||
| 2 | 4300 SHARON ROAD APT 330 | CHARLOTTE | NC | 28211 | $60,000 | Yes (X) | |
| LYNN IVEY | |||||||
| 3 | 6727 CONSERVATORY LANE | CHARLOTTE | NC | 28210 | $202,269 | Yes (X) | Yes (X) |
| MR AND MRS JOHNNY T MOORE | |||||||
| 4 | 4006 RISLEY LANE | CHARLOTTE | NC | 28270 | $75,350 | Yes (X) | |
| MONA JOYNER | |||||||
| 5 | 14316 SALEM GLEN COURT | CHARLOTTE | NC | 28278 | $5,000 | Yes (X) | |
| BERT LAMPLEY | |||||||
| 6 | 112 SARDIS VIEW ROAD | CHARLOTTE | NC | 28211 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (18 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | 27 SHS MICROSOFT CORP STOCK (AT $180.36 PER SHARE) | $4,803 | 2020-02-26 |
| 3 | 35 SHS DANAHER CORPORATION STOCK (AT $160.94 PER SHARE) | $5,556 | 2020-02-26 |
| 3 | 90 SHS CHURCH & DWIGHT CO INC STOCK (AT $76.53 PER SHARE) | $6,795 | 2020-02-26 |
| 3 | 19 SHS APPLE INC STOCK (AT $317.05 PER SHARE) | $5,942 | 2020-02-26 |
| 3 | 50 SHS TRAVELERS COMPANIES INC COM STOCK (AT $134.3 PER SHARE) | $6,625 | 2020-02-26 |
| 3 | 2 SHS BOOKING HOLDINGS INC STOCK (AT $1940.94 PER SHARE) | $3,827 | 2020-02-26 |
| 3 | 17 SHS O'REILLY AUTOMOTIVE INC NEW STOCK (AT $391.64 PER SHARE) | $6,568 | 2020-02-26 |
| 3 | 75 SHS AMETEK INC NEW STOCK (AT $99.54 PER SHARE) | $7,366 | 2020-02-26 |
| 3 | 18 SHS ISHARES RUSSELL 2000 ETF STOCK (AT $167.51 PER SHARE) | $2,971 | 2020-02-26 |
| 3 | 100 SHS PULTE GROUP INC STOCK (AT $46.94 PER SHARE) | $4,629 | 2020-02-26 |
| 3 | 40 SHS OMNICOM GROUP STOCK (AT $54.99 PER SHARE) | $2,194 | 2021-07-10 |
| 3 | 14 SHS APPLE INC STOCK (AT $366.47 PER SHARE) | $5,124 | 2021-07-10 |
| 3 | 29 SHS ISHARES RUSSELL 2000 ETF STOCK (AT $142.83 PER SHARE) | $4,136 | 2021-07-10 |
| 3 | 198 SHS ISHARES RUSSELL 1000 GRW ETF STOCK (AT $196.46 PER SHARE) | $38,893 | 2021-07-10 |
| 3 | 345 SHS ISHARES RUSSELL 2000 ETF STOCK (AT $58.57 PER SHARE) | $19,997 | 2020-11-03 |
| 3 | 98 SHS ISHARES RUSSELL MID-CAP ETF (AT $155.15 PER SHARE) | $14,998 | 2020-11-03 |
| 3 | 279 SHS ISHARES RUSSELL MID-CAP ETF STOCK (AT $68.66 PER SHARE) | $19,150 | 2020-12-29 |
| 3 | 157 SHS ISHARES RUSSELL 2000 ETF STOCK (AT $199.21 PER SHARE) | $31,270 | 2020-12-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAX PREPARATION FEES | $7,295 | $0 | $1,512 | $5,783 |
| ACCOUNTING SERVICES | $63,438 | $0 | $13,145 | $50,293 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,208 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,701 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,507 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ORGANIZATION COSTS | $22,459 | $16,959 | $16,959 |
| UNDEPOSITED FUNDS | $900 | $1,400 | $1,400 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $2,418 | $0 | $501 | $1,917 |
| ADVERTISING | $21,828 | $0 | $4,523 | $17,305 |
| TRAINING AND PROFESSIONAL DEVELOPMENT | $11,241 | $0 | $2,329 | $8,912 |
| OFFICE EXPENSES | $5,590 | $0 | $1,158 | $4,432 |
| FUNDRAISING & DEVELOPMENT EXPENSES | $491 | $0 | $102 | $389 |
| INSURANCE | $15,756 | $0 | $3,265 | $12,491 |
| MISCELLANEOUS EXPENSES | $11,805 | $0 | $2,446 | $9,359 |
| PAYROLL ADMINISTRATIVE FEES | $24,862 | $0 | $5,152 | $19,710 |
| MEDICAL AND ACTIVITIES SUPPLIES | $36,432 | $0 | $7,549 | $28,883 |
| OUTREACH AND EDUCATION | $11,114 | $0 | $2,303 | $8,811 |
| TECHNOLOGY | $51,534 | $0 | $10,679 | $40,855 |
| TRANSPORTATION EXPENSES | $11,192 | $0 | $2,319 | $8,873 |
| FOOD AND SUPPLIES | $26,775 | $0 | $5,548 | $21,227 |
| REPAIRS AND MAINTENANCE | $37,195 | $0 | $7,707 | $29,488 |
| AMORTIZATION | $5,500 | $0 | $0 | $5,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMORY CARE DAY SERVICES | Desc |
| Revenue And Expenses Per Books | $328,897 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $328,897 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CHEF SERVICES | $24,336 | $0 | $5,043 | $19,293 |
| CONTRACTED NURSING SERVICES | $200 | $0 | $41 | $159 |
| HEALTH CARE PROGRAMS | $9,877 | $0 | $2,047 | $7,830 |
| PUBLIC RELATIONS | $8,332 | $0 | $1,727 | $6,605 |
| MARKETING PROFESSIONAL FEES | $3,012 | $0 | $624 | $2,388 |
| ADMIN SERVICES | $1,000 | $0 | $207 | $793 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $61,592 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,763 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $48,829 | DisbursementsCharitablePrpsAmt |