HOLY ANGELS INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HOLY ANGELS INC (EIN 51-0230406)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-10-30
- IRS object ID
- 202543039349300444
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-30T10:00:08-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561706742 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIDSON HOLLAND WHITESELL & CO PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 13TH AVE PLACE NW SUITE 200 | AddressLine1Txt |
| City | HICKORY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510230406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLY ANGELS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLY | BusinessNameControlTxt |
| Phone | 7048254161 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 710 | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KERRI C MASSEY | PersonNm |
| Person Title | PRESIDENT / CEO | PersonTitleTxt |
| Phone | 7048254161 | PhoneNum |
| Signature | 2025-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW MCKINNEY | PreparerPersonNm |
| PTIN | P01707028 | PTIN |
| Phone | 8283222070 | PhoneNum |
| Preparation | 2025-10-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KERRI C MASSEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 710 | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,699,968 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOLYANGELSNC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | HOLY ANGELS, INC. PROVIDES SUPPORT TO ITS RELATED EXEMPT ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 539 | TotalEmployeeCnt |
| Total Volunteers | 109 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $498,892 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,397,573 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,238,144 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,294,882 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,894 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,513 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,740,930 | PYTotalRevenueAmt |
| CY Total Revenue | $11,699,968 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $205,879 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,034,992 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,612,203 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,442,184 | PYOtherExpensesAmt |
| CY Other Expenses | $3,533,626 | CYOtherExpensesAmt |
| PY Total Expenses | $10,683,055 | PYTotalExpensesAmt |
| CY Total Expenses | $11,145,829 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $57,875 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $554,139 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,437,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,158,456 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,524,206 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,741,886 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,912,914 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,416,570 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE HOLY ANGELS MISSION IS TO PROVIDE COMPASSIONATE, DEPENDABLE CARE AND OPPORTUNITIES FOR HIGH-QUALITY LIVING TO THOSE WITH INTELLECTUAL DEVELOPMENTAL DISABILITIES AND DELICATE MEDICAL CONDITIONS THROUGH PHYSICAL, SOCIAL, SPIRITUAL, EDUCATIONAL, VOCATIONAL AND EMOTIONAL SUPPORT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,366,983 | ExpenseAmt |
| Revenue | $8,624,137 | RevenueAmt |
| Desc | HOLY ANGELS INC. OFFERS PROGRAMS AND SERVICES FOR CHILDREN AND ADULTS WITH VARYING DEGREES OF INTELLECTUAL DEVELOPMENTAL DISABILITIES AND DELICATE MEDICAL CONDITIONS. HOLY ANGELS' RESIDENTIAL PROGRAM SERVICE ACCOMPLISHMENTS HAVE HAD INCREASED GROWTH SPECIFICALLY IN MEDICAL AND DENTAL SERVICES DUE TO THE COMPLEXITY OF THE DISABILITIES OF THE INDIVIDUALS SERVED. WE CONTINUE TO EXPAND OTHER DAY PROGRAMS AND SERVICES IN EFFORT TO SERVE MORE CLIENTS WITHIN THE COMMUNITY WHILE OFFERING A LARGER ARRAY OF MORE DIVERSE SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,670,745 | ExpenseAmt |
| Revenue | $1,670,745 | RevenueAmt |
| Desc | IN FURTHERANCE OF ITS CHARITABLE MISSION AND THE CHARITABLE MISSION OF ITS RELATED ENTITIES, HOLY ANGELS, INC. PROVIDES ADMINISTRATIVE SERVICES FOR HOLY ANGELS SERVICES, INC. AND HOLY ANGELS FOUNDATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,037,728 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 539 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL C GIANG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7048254161 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 710 | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28012 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| GREG ADAMS | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAGGIE BAUCOM | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHELTON BROWN | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE CHASE | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN DICKENSON | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA FOX | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS GAVIGAN MD | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN KINES | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS KUHN | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICK MENZE | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW MATZNICK | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SR NANCY NANCE RSM | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHY THORSELL | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON SHOEMAKER | ||||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KAYE MCGARRY | ||||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CAROL PETROPULOS | ||||||||
| EXECUTIVE SECRETARY | 10.00 | 30.00 | $82,088 | $0 | $13,178 | Yes (X) | ||
| MICHAEL C GIANG | ||||||||
| TREASURER / CFO | 10.00 | 30.00 | $224,445 | $0 | $19,600 | Yes (X) | ||
| DONNIE O THURMAN | ||||||||
| EXECUTIVE VP/COO | 10.00 | 30.00 | $167,015 | $0 | $15,206 | Yes (X) | ||
| KERRI C MASSEY | ||||||||
| CEO & PRESIDENT | 10.00 | 30.00 | $251,520 | $0 | $21,855 | Yes (X) | ||
| REGINA P MOODY | ||||||||
| PRESIDENT EMERITUS | 6.00 | 18.00 | $159,538 | $0 | $16,796 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $884,606 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $86,635 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SOUTHSIDE CONSTRUCTORS | |||||
| PO DRAWER 19010 | CHARLOTTE | NC | 28219 | CONSTRUCTION PAY APPLICATION | $5,060,449 |
| MCKESSON MEDICAL-SURGICAL | |||||
| 885 PARAGON WAY | ROCK HILL | SC | 29730 | MEDICAL SUPPLIES | $617,835 |
| DIVISION OF HEALTH AND HUMAN SERVICES | |||||
| 101 BLAIR DRIVE | RALEIGH | NC | 27603 | ICF ASSESSMENT FEES | $493,076 |
| US FOODS INC | |||||
| 150 NC HIGHWAY 39 | ZEBULON | NC | 27597 | FOOD SUPPLIES | $364,959 |
| GUARDIAN PROTECTION SERVICE INC | |||||
| 174 THORN HILL RD | WARRENDALE | PA | 15086 | FIRE AND BURGLAR SERVICES | $276,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $938,872 | RelatedOrganizationsAmt |
| Government Grants | $458,701 | GovernmentGrantsAmt |
| Total Contributions | $1,397,573 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT SERVICE REVENUE | 900099 | $7,557,160 | $7,557,160 |
| AFFILIATE ADMIN SERVICES | 900099 | $1,670,745 | $1,670,745 |
| FOOD AND OTHER SALES | 900099 | $742,742 | $742,742 |
| DIETARY EVALUATIONS | 900099 | $254,115 | $254,115 |
| OTHER REVENUE | 900099 | $70,120 | $70,120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,294,882 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,013 | TotalRevenueColumnAmt |
| Exclusion | $7,013 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $500 | TotalRevenueColumnAmt |
| Exclusion | $500 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,699,968 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,294,882 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,513 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $794,907 | TotalAmt |
| Management And General | $794,907 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,592,625 | TotalAmt |
| Program Services | $4,488,818 | ProgramServicesAmt |
| Management And General | $1,103,807 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,381 | TotalAmt |
| Program Services | $79,228 | ProgramServicesAmt |
| Management And General | $60,153 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $615,347 | TotalAmt |
| Program Services | $394,641 | ProgramServicesAmt |
| Management And General | $220,706 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,943 | TotalAmt |
| Program Services | $337,607 | ProgramServicesAmt |
| Management And General | $132,336 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,519 | TotalAmt |
| Program Services | $6,030 | ProgramServicesAmt |
| Management And General | $38,489 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $431,120 | TotalAmt |
| Program Services | $408,870 | ProgramServicesAmt |
| Management And General | $22,250 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,165 | TotalAmt |
| Program Services | $8,893 | ProgramServicesAmt |
| Management And General | $5,272 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,745 | TotalAmt |
| Program Services | $258,070 | ProgramServicesAmt |
| Management And General | $56,675 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,794 | TotalAmt |
| Program Services | $160,935 | ProgramServicesAmt |
| Management And General | $50,859 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES | $1,059,133 | $990,790 | $68,343 |
| CONTRACT SERVICES | $869,201 | $533,305 | $335,896 |
| REPAIRS AND MAINTENANCE | $393,240 | $234,990 | $158,250 |
| POSTAGE / SHIPPING | $75,104 | $69,250 | $5,854 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,605 | TotalAmt |
| Program Services | $66,301 | ProgramServicesAmt |
| Management And General | $54,304 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,145,829 | TotalAmt |
| Program Services | $8,037,728 | ProgramServicesAmt |
| Management And General | $3,108,101 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,121,225 | BOYAmt |
| EOY | $3,766,416 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,784,278 | BOYAmt |
| EOY | $1,733,795 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $998,713 | BOYAmt |
| EOY | $1,111,243 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,111 | BOYAmt |
| EOY | $193,191 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,115 | BOYAmt |
| EOY | $182,881 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,197,142 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,338,620 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,741,276 | BOYAmt |
| EOY | $3,858,522 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,402 | BOYAmt |
| EOY | $312,408 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,437,120 | BOYAmt |
| EOY | $11,158,456 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,059,985 | BOYAmt |
| EOY | $2,421,804 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $464,221 | BOYAmt |
| EOY | $320,082 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,524,206 | BOYAmt |
| EOY | $2,741,886 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,128,636 | BOYAmt |
| EOY | $6,682,775 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,784,278 | BOYAmt |
| EOY | $1,733,795 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,912,914 | BOYAmt |
| EOY | $8,416,570 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,437,120 | BOYAmt |
| EOY | $11,158,456 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $554,139 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | -$50,483 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,293,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $364,234 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $846,247 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $498,892 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,397,573 | CurrentTaxYearAmt |
| Total | $8,400,720 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,493,240 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,970,120 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,722,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,238,144 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,294,882 | CurrentTaxYearAmt |
| Total | $47,718,992 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,787,014 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,334,354 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,568,853 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,737,036 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,692,455 | CurrentTaxYearAmt |
| Total | $56,119,712 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,020,907 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,637,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $618,382 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $938,872 | CurrentTaxYearAmt |
| Total | $5,215,678 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,251,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,500,003 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,337,221 | CurrentTaxYearMinus2YearsAmt |
| Total | $4,088,704 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,272,387 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,137,520 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,955,603 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $938,872 | CurrentTaxYearAmt |
| Total | $9,304,382 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $46,815,330 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,257 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,016 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,013 | CurrentTaxYearAmt |
| Total | $13,286 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,257 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,016 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,013 | CurrentTaxYearAmt |
| Total | $13,286 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,787,014 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,334,354 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,570,110 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,742,052 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,699,468 | CurrentTaxYearAmt |
| Total | $56,132,998 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.83400 | PublicSupportCY509Pct |
| Public Support PY509 | 0.79350 | PublicSupportPY509Pct |
| Investment Income CY | 0.00020 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $423,567 | OtherCostOrOtherBasisAmt |
| Book Value | $423,567 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,759,936 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,967,384 | DepreciationAmt |
| Book Value | $792,552 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,013,639 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,371,236 | DepreciationAmt |
| Book Value | $2,642,403 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,858,522 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RESIDENT TRUST LIABILITY | $45,093 |
| OPERATING LEASE LIABILITY | $274,989 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $320,082 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,029,223 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,029,223 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,670,745 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,670,745 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,699,968 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,525,567 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $50,483 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $50,483 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,475,084 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,670,745 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,670,745 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,145,829 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX AND APPLICABLE STATE STATUTES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. U.S. 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 INTERNAL REVENUE SERVICE. THE ORGANIZATION HAS ANALYZED THE TAX POSITIONS AND HAS CONCLUDED THAT AS OF THE CURRENT YEAR, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNIZTION 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 TAX PERIODS IN PROGRESS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | AFFILIATE ADMIN FEES NETTED AGAINST RELATED EXPENSES 1,670,745. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | AFFILIATE ADMIN FEES NETTED AGAINST RELATED EXPENSES 1,670,745. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KERRI C MASSEY | ||||||||||||||
| CEO & PRESIDENT | $251,520 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $21,855 | $0 | $273,375 | $0 | $0 | $0 |
| MICHAEL C GIANG | ||||||||||||||
| TREASURER / CFO | $224,445 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $19,600 | $0 | $244,045 | $0 | $0 | $0 |
| DONNIE O THURMAN | ||||||||||||||
| EXECUTIVE VP/COO | $167,015 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $15,206 | $0 | $182,221 | $0 | $0 | $0 |
| REGINA P MOODY | ||||||||||||||
| PRESIDENT EMERITUS | $159,538 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $16,796 | $0 | $176,334 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE ORGANIZATION INCLUDE THE FOLLOWING PERSONS: THE INDIVIDUAL WHO IS FROM TIME TO TIME THE PRESIDENT OF THE SISTERS OF MERCY OF THE AMERICAS, REGIONAL COMMUNITY OF NORTH CAROLINA (THE "REGIONAL COMMUNITY") AND THOSE PERSONS WHO FROM TIME TO TIME ARE THE MEMBERS OF THE COUNCIL OF THE REGIONAL COMMUNITY. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF THE ORGANIZATION ELECT THE BOARD OF DIRECTORS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERS APPROVE ANY MAJOR DECISIONS AFFECTING HOLY ANGELS, INC. |
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT REVIEWS THE 990 AND THEN ONCE IT HAS BEEN COMPLETED, SENDS VIA EMAIL (WITH A DELIVERY AND READ RECEIPT) A COMPLETE COPY OF THE 990 TO ALL MEMBERS OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS THEN HAVE ONE WEEK TO REVIEW AND TO RESPOND BACK TO MANAGEMENT WITH ANY CHANGES THAT NEED TO BE MADE. IF THERE ARE NO CHANGES NEEDED AFTER THE ONE WEEK PERIOD, MANAGEMENT FILES THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | 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, 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 CIMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | 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 APPONTED 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 COMPARABLE 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 MEMEBERS, 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 ANNNUAL 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 OF THE PRESIDENT/CEO TO DETERMINE ALL OTHER 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. INCREASED 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 JOB. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 24E | DUES AND SUBSCRIPTIONS : PROGRAM SERVICE EXPENSES 3,239. MANAGEMENT AND GENERAL EXPENSES 43,957. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,196. OTHER EXPENSES : PROGRAM SERVICE EXPENSES 27,876. MANAGEMENT AND GENERAL EXPENSES 10,347. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,223. NURSING EXPENSE : PROGRAM SERVICE EXPENSES 17,110. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,110. PROPERTY / OTHER TAXES : PROGRAM SERVICE EXPENSES 7,732. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,732. RESTAURANT EXPENSE : PROGRAM SERVICE EXPENSES 4,234. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,234. LICENSE AND FEES : PROGRAM SERVICE EXPENSES 3,211. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,211. RECREATION EXPENSE : PROGRAM SERVICE EXPENSES 2,083. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,083. BAD DEBT EXPENSE : PROGRAM SERVICE EXPENSES 816. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 816. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| HOLY ANGELS ENTERPRISES LLC | |||||||||
| 6600 WILKINSON BLVD | BELMONT | NC | 28012 | 842303989 | RETAIL FOOD AND GIFT SALES | NC | $742,919 | $146,564 | HOLY ANGELS INC |
| HA-HOPE PROPERTIES LLC | |||||||||
| 6600 WILKINSON BLVD | BELMONT | NC | 28012 | 842310510 | HOLD REAL ESTATE | NC | $151 | $237,406 | HOLY ANGELS INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| SISTERS OF MERCY OF THE AMERICAS SOUTH CENTRAL COMMUNITY | ||||||||||
| 101 MERCY DRIVE | BELMONT | NC | 28012 | 581395744 | HELP PEOPLE IN NEED | NC | 501(C)(3) | LINE 1 | 0 | |
| HOLY ANGELS FOUNDATION INC | ||||||||||
| PO BOX 710 | BELMONT | NC | 28012 | 561762654 | TO PROMOTE CHARITABLE AND RELIGIOUS ACTIVITIES ON BEHALF OF ITS PARENT | NC | 501(C)(3) | LINE 7 | Yes (1) | HOLY ANGELS INC |
| HOLY ANGELS SERVICES INC | ||||||||||
| PO BOX 710 | BELMONT | NC | 28012 | 561785000 | TO PROVIDE COMPREHENSIVE CARE TO PRIMARILY CHILDREN WITH DISABILITIES | NC | 501(C)(3) | LINE 10 | Yes (1) | HOLY ANGELS INC |
| SISTERS OF MERCY OF NORTH CAROLINA FOUNDATION | ||||||||||
| PO BOX 987 | BELMONT | NC | 28012 | 561920303 | SUPPORTS WORK OF TAX-EXEMPT HEALTHCARE, EDUCATIONAL AND SOCIAL ORGANIZATIONS | NC | 501(C)(3) | LINE 12A, I | 0 | SISTERS OF MERCY OF THE AMERICAS SOUTH CENTRAL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HOLY ANGELS FOUNDATION INC | ||
| C | $938,872 | FAIR MARKET VALUE |
| HOLY ANGELS FOUNDATION INC | ||
| L | $183,088 | FAIR MARKET VALUE |
| HOLY ANGELS SERVICES INC | ||
| L | $1,487,657 | FAIR MARKET VALUE |
| HOLY ANGELS SERVICES INC | ||
| L | $254,115 | FAIR MARKET VALUE |