2025-10-30T10:00:08-05:00 2025-06-30 561706742 DAVIDSON HOLLAND WHITESELL & CO PLLC 209 13TH AVE PLACE NW SUITE 200 HICKORY NC 28601 990 2024-07-01 510230406 HOLY ANGELS INC HOLY 7048254161 PO BOX 710 BELMONT NC 28012 KERRI C MASSEY PRESIDENT / CEO 7048254161 2025-10-20 1 1 MATTHEW MCKINNEY P01707028 8283222070 2025-10-20 2024 2025-03-06 01:10:19Z KERRI C MASSEY PO BOX 710 BELMONT NC 28012 11699968 0 0928 X WWW.HOLYANGELSNC.ORG X 1956 NC HOLY ANGELS, INC. PROVIDES SUPPORT TO ITS RELATED EXEMPT ORGANIZATIONS. 15 15 539 109 0 0 498892 1397573 10238144 10294882 3894 7513 0 0 10740930 11699968 205879 0 0 0 7034992 7612203 0 0 0 3442184 3533626 10683055 11145829 57875 554139 9437120 11158456 1524206 2741886 7912914 8416570 X 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. 0 0 6366983 8624137 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. 1670745 1670745 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. 8037728 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 14 0 1 539 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X MICHAEL C GIANG 7048254161 PO BOX 710 BELMONT NC 28012 GREG ADAMS DIRECTOR 1.00 1.00 X 0 0 0 MAGGIE BAUCOM DIRECTOR 1.00 1.00 X 0 0 0 SHELTON BROWN DIRECTOR 1.00 1.00 X 0 0 0 DIANE CHASE DIRECTOR 1.00 1.00 X 0 0 0 JOHN DICKENSON DIRECTOR 1.00 1.00 X 0 0 0 REBECCA FOX DIRECTOR 1.00 1.00 X 0 0 0 THOMAS GAVIGAN MD DIRECTOR 1.00 1.00 X 0 0 0 JOHN KINES DIRECTOR 1.00 1.00 X 0 0 0 DENNIS KUHN DIRECTOR 1.00 1.00 X 0 0 0 RICK MENZE DIRECTOR 1.00 1.00 X 0 0 0 ANDREW MATZNICK DIRECTOR 1.00 1.00 X 0 0 0 SR NANCY NANCE RSM DIRECTOR 1.00 1.00 X 0 0 0 CATHY THORSELL DIRECTOR 1.00 1.00 X 0 0 0 JASON SHOEMAKER VICE CHAIR 1.00 1.00 X X 0 0 0 KAYE MCGARRY CHAIR 1.00 1.00 X X 0 0 0 CAROL PETROPULOS EXECUTIVE SECRETARY 10.00 30.00 X 82088 0 13178 MICHAEL C GIANG TREASURER / CFO 10.00 30.00 X 224445 0 19600 DONNIE O THURMAN EXECUTIVE VP/COO 10.00 30.00 X 167015 0 15206 KERRI C MASSEY CEO & PRESIDENT 10.00 30.00 X 251520 0 21855 REGINA P MOODY PRESIDENT EMERITUS 6.00 18.00 X 159538 0 16796 884606 0 86635 4 1 1 0 SOUTHSIDE CONSTRUCTORS PO DRAWER 19010 CHARLOTTE NC 28219 CONSTRUCTION PAY APPLICATION 5060449 MCKESSON MEDICAL-SURGICAL 885 PARAGON WAY ROCK HILL SC 29730 MEDICAL SUPPLIES 617835 DIVISION OF HEALTH AND HUMAN SERVICES 101 BLAIR DRIVE RALEIGH NC 27603 ICF ASSESSMENT FEES 493076 US FOODS INC 150 NC HIGHWAY 39 ZEBULON NC 27597 FOOD SUPPLIES 364959 GUARDIAN PROTECTION SERVICE INC 174 THORN HILL RD WARRENDALE PA 15086 FIRE AND BURGLAR SERVICES 276025 7 938872 458701 1397573 PATIENT SERVICE REVENUE 900099 7557160 7557160 AFFILIATE ADMIN SERVICES 900099 1670745 1670745 FOOD AND OTHER SALES 900099 742742 742742 DIETARY EVALUATIONS 900099 254115 254115 OTHER REVENUE 900099 70120 70120 10294882 7013 7013 500 0 500 500 500 11699968 10294882 0 7513 X 794907 794907 5592625 4488818 1103807 139381 79228 60153 615347 394641 220706 469943 337607 132336 44519 6030 38489 431120 408870 22250 14165 8893 5272 314745 258070 56675 211794 160935 50859 SUPPLIES 1059133 990790 68343 CONTRACT SERVICES 869201 533305 335896 REPAIRS AND MAINTENANCE 393240 234990 158250 POSTAGE / SHIPPING 75104 69250 5854 120605 66301 54304 11145829 8037728 3108101 0 4121225 3766416 1784278 1733795 998713 1111243 169111 193191 166115 182881 13197142 9338620 1741276 3858522 456402 312408 9437120 11158456 1059985 2421804 464221 320082 1524206 2741886 X 6128636 6682775 1784278 1733795 7912914 8416570 9437120 11158456 554139 -50483 0 X X 0 1 X 1 0 X 5293774 364234 846247 498892 1397573 8400720 8493240 8970120 9722606 10238144 10294882 47718992 13787014 9334354 10568853 10737036 11692455 56119712 2020907 1637517 618382 938872 5215678 1251480 1500003 1337221 4088704 3272387 3137520 1955603 938872 9304382 46815330 1257 5016 7013 13286 1257 5016 7013 13286 13787014 9334354 10570110 10742052 11699468 56132998 0.83400 0.79350 0.00020 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 423567 423567 4759936 3967384 792552 8013639 5371236 2642403 3858522 RESIDENT TRUST LIABILITY 45093 OPERATING LEASE LIABILITY 274989 320082 X 10029223 0 10029223 1670745 1670745 11699968 9525567 50483 50483 9475084 1670745 1670745 11145829 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. X X X X 0 0 0 0 0 0 0 0 0 KERRI C MASSEY CEO & PRESIDENT 251520 0 0 0 0 0 0 0 21855 0 273375 0 0 0 MICHAEL C GIANG TREASURER / CFO 224445 0 0 0 0 0 0 0 19600 0 244045 0 0 0 DONNIE O THURMAN EXECUTIVE VP/COO 167015 0 0 0 0 0 0 0 15206 0 182221 0 0 0 REGINA P MOODY PRESIDENT EMERITUS 159538 0 0 0 0 0 0 0 16796 0 176334 0 0 0 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. HOLY ANGELS ENTERPRISES LLC 6600 WILKINSON BLVD BELMONT NC 28012 842303989 RETAIL FOOD AND GIFT SALES NC 742919 146564 HOLY ANGELS INC HA-HOPE PROPERTIES LLC 6600 WILKINSON BLVD BELMONT NC 28012 842310510 HOLD REAL ESTATE NC 151 237406 HOLY ANGELS INC 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 HOLY ANGELS INC 1 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 HOLY ANGELS INC 1 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 SISTERS OF MERCY OF THE AMERICAS SOUTH CENTRAL 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 HOLY ANGELS FOUNDATION INC C 938872 FAIR MARKET VALUE HOLY ANGELS FOUNDATION INC L 183088 FAIR MARKET VALUE HOLY ANGELS SERVICES INC L 1487657 FAIR MARKET VALUE HOLY ANGELS SERVICES INC L 254115 FAIR MARKET VALUE