PARKINSON ASSOCIATION OF THE CAROLINAS: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PARKINSON ASSOCIATION OF THE CAROLINAS (EIN 30-0064156)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201741359349207599
- Schema version
- 2015v3.0
- 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 | 2017-05-15T20:22:39-07:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C DeWitt Foard & Co PA CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 817 E Morehead Street Ste 100 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282022767 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300064156 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Parkinson Association of | BusinessNameLine1Txt |
| Business Name Line2 | the Carolinas | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PARK | BusinessNameControlTxt |
| Phone | 7042483722 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 Mockingbird Lane | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Chuck Lockwood | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Phillip G Wilson | PreparerPersonNm |
| PTIN | P00096084 | PTIN |
| Phone | 7043721515 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | www.parkinsonassociation.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $174,885 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $131,936 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $149 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $42,316 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $22,985 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $19,331 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Other Revenue Total | $484 | OtherRevenueTotalAmt |
| Total Revenue | $151,900 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $128,639 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $14,774 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $8,861 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $18,681 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $56,459 | OtherExpensesTotalAmt |
| Total Expenses | $227,414 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$75,514 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $501,368 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$10,703 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $415,151 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $519,495 | BOYAmt |
| EOY | $473,422 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,438 | BOYAmt |
| EOY | $3,150 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $524,933 | BOYAmt |
| EOY | $476,572 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,565 | BOYAmt |
| EOY | $61,421 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $501,368 | BOYAmt |
| EOY | $415,151 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To serve as a resource for individuals and their families affected by Parkinsons disease in the Carolinas, through education, community outreach and direct support. We actively seek opportunities to connect individuals with Parkinsons disease and their families to support groups, professional agencies and other community resources so that will help them maintain or improve their independence and quality of life. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | Parkinsons Association of the Carolinas (PAC) fulfills it mission as a resource center in the Carolinas by providing people with a number of ways to access information. To initiate a live conversation with a staff member, people can dial a toll-free number for information on Parkinson's Disease (PD) and ways to cope with this progressive neurological disease. Many of the callers are directed to support groups closest to their homes. It is through support groups where people gather the most information and where they can offer and receive support from others who understand firsthand about the challenges they face. PAC's monthly newsletter provides support group meeting information including location and time, current topic, and support group leader contact information. The newsletter also features articles about upcoming educational and awareness events and information about PD. PAC maintains a library of reading and audio-visual material available for members and for newly diagnosed patients and family members. The agency hosts educational symposiums to provide information about current research and treatment options and participates in community health fairs and awareness events throughout the year. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $193,382 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $193,382 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Anne Weiss | ||
| Executive Direc | 55.00 | $47,808 |
| Ann Marie Obrikat | ||
| Interim Exe Dir | 55.00 | $40,267 |
| Dave Morrow | ||
| Vice Chair | 2.00 | $0 |
| Diane Rivers | ||
| Chair | 2.00 | $0 |
| Chuck Lockwood | ||
| Treasurer | 2.00 | $0 |
| Stephanie Bryant | ||
| Secretary | 2.00 | $0 |
| Gary Carraux | ||
| Secretary | 2.00 | $0 |
| Michelle Reed | ||
| Director | 2.00 | $0 |
| Bryan Walker | ||
| Director | 2.00 | $0 |
| David G Hall | ||
| Imm. Past Chair | 2.00 | $0 |
| Carrie Sharp | ||
| Director | 2.00 | $0 |
| Windy Woodall | ||
| Secretary | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ann Marie Obrikat | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5970 Fairview Road Ste 217 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7042483722 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Form720 Filed | false | Form720FiledInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $122,134 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,268 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,738 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $179,196 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $131,936 | CurrentTaxYearAmt |
| Total | $665,272 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $122,134 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,268 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,738 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $179,196 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $131,936 | CurrentTaxYearAmt |
| Total | $665,272 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $78,782 | SubstantialContributorsTotAmt |
| Public Support Total170 | $586,490 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,014 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,420 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,663 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,148 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $149 | CurrentTaxYearAmt |
| Total | $20,394 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $484 | CurrentTaxYearAmt |
| Total | $484 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $686,150 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $121,142 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84060 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Move It! Walk 2016 | Event1Nm |
| Gross Receipts Event1 | $58,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $44,750 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $13,250 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $222 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $225 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $8,162 | OtherDirectExpensesEvent1Amt |
| Event2 | B&B Ray Luncheon | Event2Nm |
| Gross Receipts Event2 | $32,411 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $11,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $21,411 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $8,483 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $3,212 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $12,335 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $4,680 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $7,655 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $2,011 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $670 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $102,746 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $60,430 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $42,316 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,705 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,011 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $225 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,044 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $22,985 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $19,331 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Revenue.1 | Other $484 |
| Other Expenses.1001 | Advertising and Promotion $61 |
| Other Expenses.1002 | Office Expenses $10932 |
| Other Expenses.1003 | Information Technology $7297 |
| Other Expenses.1005 | Travel $9757 |
| Other Expenses.1008 | Interest $1094 |
| Other Expenses.1012 | Insurance $2039 |
| Other Expenses.2 | Program Expenses $15153 |
| Other Expenses.3 | Fundraising expenses $5424 |
| Other Expenses.4 | Bank fees $3944 |
| Other Expenses.6 | Board development $529 |
| Other Expenses.7 | Service fees $229 |
| Other Assets.1011 | Prepaid Expenses and Deferred Charges - Beginning $3736 Prepaid Expenses and Deferred Charges - Ending $450 |
| Other Assets.1 | Sales tax receivable - Beginning $1702 Sales tax receivable - Ending $1773 |
| Other Assets.2 | Security Deposit - Beginning $0 Security Deposit - Ending $927 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $3565 Accounts Payable and Accrued Expenses - Ending $29021 |
| Total Liabilities.1007 | Secured Mortgages and Notes Payable - Beginning $20000 Secured Mortgages and Notes Payable - Ending $32400 |