2022-08-16T13:06:53-05:00 2020-12-31 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990PF 2020-01-01 264197696 CENTER FOR HEALTHY LIVING INC D/B/A THE IVEY CENT 7049092070 6030 PARK SOUTH DRIVE CHARLOTTE NC 28210 LYNN IVEY CEO & FOUNDER 7049092070 2022-08-16 1 LYNN IVEY 999009999 PAULA P TILLEY P00051456 7043770239 2022-08-16 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X X 903228 X 754455 1141 1141 0 0 328897 0 328897 1084493 1141 328897 117333 0 24313 93020 598084 0 123933 474151 108795 0 22544 86251 8208 0 1701 6507 70733 0 14657 56076 46757 0 9689 37068 61592 0 12763 48829 27625 0 27625 162461 0 33665 128796 11707 0 2426 9281 273733 0 55581 218152 1487028 0 328897 1158131 0 0 1487028 0 328897 1158131 -402535 1141 0 434968 219194 219194 16740 1000 1000 723093 58418 639957 664675 664675 23359 18359 18359 1115024 903228 903228 25743 14894 1588 150000 50000 25743 216482 X 0 0 0 0 1089281 686746 1089281 686746 1115024 903228 1089281 -402535 0 686746 0 686746 16 0 16 0 16 0 0 0 0 0 0 16 0 0 0 0 0 0 0 0 0 0 0 1 NC 1 1 0 0 0 1 WWW.THEIVEY.COM LYNN IVEY 7049092070 6030 PARK SOUTH DRIVE CHARLOTTE NC 28210 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 54000 14568 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 69877 4356 0 VIKKI HUNLEY 6030 PARK SOUTH DRIVE CHARLOTTE NC 28210 MARKETING DIRECTOR 40.00 79799 5259 0 CAREY BARNETT NERAD 6030 PARK SOUTH DRIVE CHARLOTTE NC 28210 BUSINESS MANAGER 40.00 71888 6253 0 ELAINE HASKELL 6030 PARK SOUTH DRIVE CHARLOTTE NC 28210 COMMUNITY RELATIONS 40.00 71741 5259 0 LEAH COOPER 6030 PARK SOUTH DRIVE CHARLOTTE NC 28210 FAMILY RESOURCES COU 40.00 57033 7217 0 TRACEY ESSER 6030 PARK SOUTH DRIVE CHARLOTTE NC 28210 ACTIVITIES COORDINAT 40.00 50882 5351 0 0 GASTON WILSON CPA PA PO BOX 472329 CHARLOTTE NC 28247 ACCOUNTING SERVICES 63438 0 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. 1118670 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. 50730 0 0 327028 0 327028 0 0 327028 4905 322123 16106 X 1158131 0 1158131 0 1158131 X 0 0 0 0 0 0 0 0 0 0 1158131 366390 350883 256319 2131723 0 0 0 0 0 1158131 366390 350883 256319 2131723 0 0 10737 8535 4969 5641 29882 0 0 0 0 LYNN A IVEY X 0 0 MEMORY CARE DAY SERVICES 328897 14 1141 0 1141 328897 330038 1A 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. 0 0 0 0 0 0 0 0 0 0 X X 1 BILL & SHARON ALLEN FAMILY FOUNDATION 810 COLVILLE ROAD CHARLOTTE NC 282072312 50000 X 2 STEPHANIE ALEXANDER 4300 SHARON ROAD APT 330 CHARLOTTE NC 28211 60000 X 3 LYNN IVEY 6727 CONSERVATORY LANE CHARLOTTE NC 28210 202269 X X 4 MR AND MRS JOHNNY T MOORE 4006 RISLEY LANE CHARLOTTE NC 28270 75350 X 5 MONA JOYNER 14316 SALEM GLEN COURT CHARLOTTE NC 28278 5000 X 6 BERT LAMPLEY 112 SARDIS VIEW ROAD CHARLOTTE NC 28211 5000 X 3 27 SHS MICROSOFT CORP STOCK (AT $180.36 PER SHARE) 4803 2020-02-26 3 35 SHS DANAHER CORPORATION STOCK (AT $160.94 PER SHARE) 5556 2020-02-26 3 90 SHS CHURCH & DWIGHT CO INC STOCK (AT $76.53 PER SHARE) 6795 2020-02-26 3 19 SHS APPLE INC STOCK (AT $317.05 PER SHARE) 5942 2020-02-26 3 50 SHS TRAVELERS COMPANIES INC COM STOCK (AT $134.3 PER SHARE) 6625 2020-02-26 3 2 SHS BOOKING HOLDINGS INC STOCK (AT $1940.94 PER SHARE) 3827 2020-02-26 3 17 SHS O'REILLY AUTOMOTIVE INC NEW STOCK (AT $391.64 PER SHARE) 6568 2020-02-26 3 75 SHS AMETEK INC NEW STOCK (AT $99.54 PER SHARE) 7366 2020-02-26 3 18 SHS ISHARES RUSSELL 2000 ETF STOCK (AT $167.51 PER SHARE) 2971 2020-02-26 3 100 SHS PULTE GROUP INC STOCK (AT $46.94 PER SHARE) 4629 2020-02-26 3 40 SHS OMNICOM GROUP STOCK (AT $54.99 PER SHARE) 2194 2021-07-10 3 14 SHS APPLE INC STOCK (AT $366.47 PER SHARE) 5124 2021-07-10 3 29 SHS ISHARES RUSSELL 2000 ETF STOCK (AT $142.83 PER SHARE) 4136 2021-07-10 3 198 SHS ISHARES RUSSELL 1000 GRW ETF STOCK (AT $196.46 PER SHARE) 38893 2021-07-10 3 345 SHS ISHARES RUSSELL 2000 ETF STOCK (AT $58.57 PER SHARE) 19997 2020-11-03 3 98 SHS ISHARES RUSSELL MID-CAP ETF (AT $155.15 PER SHARE) 14998 2020-11-03 3 279 SHS ISHARES RUSSELL MID-CAP ETF STOCK (AT $68.66 PER SHARE) 19150 2020-12-29 3 157 SHS ISHARES RUSSELL 2000 ETF STOCK (AT $199.21 PER SHARE) 31270 2020-12-29 TAX PREPARATION FEES 7295 0 1512 5783 ACCOUNTING SERVICES 63438 0 13145 50293 LEGAL FEES 8208 0 1701 6507 ORGANIZATION COSTS 22459 16959 16959 UNDEPOSITED FUNDS 900 1400 1400 DUES AND SUBSCRIPTIONS 2418 0 501 1917 ADVERTISING 21828 0 4523 17305 TRAINING AND PROFESSIONAL DEVELOPMENT 11241 0 2329 8912 OFFICE EXPENSES 5590 0 1158 4432 FUNDRAISING & DEVELOPMENT EXPENSES 491 0 102 389 INSURANCE 15756 0 3265 12491 MISCELLANEOUS EXPENSES 11805 0 2446 9359 PAYROLL ADMINISTRATIVE FEES 24862 0 5152 19710 MEDICAL AND ACTIVITIES SUPPLIES 36432 0 7549 28883 OUTREACH AND EDUCATION 11114 0 2303 8811 TECHNOLOGY 51534 0 10679 40855 TRANSPORTATION EXPENSES 11192 0 2319 8873 FOOD AND SUPPLIES 26775 0 5548 21227 REPAIRS AND MAINTENANCE 37195 0 7707 29488 AMORTIZATION 5500 0 0 5500 MEMORY CARE DAY SERVICES 328897 328897 CHEF SERVICES 24336 0 5043 19293 CONTRACTED NURSING SERVICES 200 0 41 159 HEALTH CARE PROGRAMS 9877 0 2047 7830 PUBLIC RELATIONS 8332 0 1727 6605 MARKETING PROFESSIONAL FEES 3012 0 624 2388 ADMIN SERVICES 1000 0 207 793 PAYROLL TAXES 61592 0 12763 48829