CENTER FOR HEALTHY LIVING INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CENTER FOR HEALTHY LIVING INC (EIN 26-4197696)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201601399349100200
- Schema version
- 2015v2.1
- 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
- Depreciation Schedule
- Land Etc Schedule2
- 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 | 2016-05-16T00:00:00-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAULA P TILLEY | PreparerPersonNm |
| PTIN | P00051456 | PTIN |
| Phone | 7043770239 | PhoneNum |
| Preparation | 2016-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $630,428 | 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 | $1,156,534 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,208,586 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,208,586 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,365,132 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,208,586 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $190,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $112,551 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $77,449 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $396,988 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $235,166 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $161,823 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,166 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $8,984 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,182 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,447 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $7,965 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,481 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $43,571 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $25,810 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $17,761 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $491,113 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $290,922 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $200,191 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $423 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $250 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $172 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $51,474 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $30,492 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $20,982 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,921 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $6,921 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $463,658 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $274,659 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $188,999 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $20,851 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $12,352 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $8,499 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $341,868 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $202,514 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $139,354 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,035,480 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,208,586 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $826,893 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,035,480 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,208,586 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $826,893 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $329,652 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,633 | CashBOYAmt |
| Cash EOY | $59,513 | CashEOYAmt |
| Cash EOYFMV | $59,513 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $100,659 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,171 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,171 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,523 | AcctRcvblAmt |
| Acct Rcvbl BOY | $911 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,523 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,523 | AcctRcvblEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $490,292 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,443 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $473,558 | LandBOYAmt |
| Land EOY | $488,849 | LandEOYAmt |
| Land EOYFMV | $488,849 | LandEOYFMVAmt |
| Other Assets BOY | $80,959 | OtherAssetsBOYAmt |
| Other Assets EOY | $51,372 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $51,372 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $687,720 | TotalAssetsBOYAmt |
| Total Assets EOY | $630,428 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $630,428 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $434,731 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $52,957 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $5,170 | DeferredRevenueBOYAmt |
| Total Liabilities BOY | $439,901 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,957 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $247,819 | RetainedEarningBOYAmt |
| Retained Earning EOY | $577,471 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $247,819 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $577,471 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $687,720 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $630,428 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $247,819 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $329,652 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $577,471 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $577,471 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,324,531 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $58,829 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 22.514933 | DistributionYr1Rt |
| Total Distribution | 22.514933 | TotalDistributionRt |
| Average Distribution | 22.514933 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $86,726 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,952,630 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,952,630 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $826,893 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | 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 | WENDY LAXTON | 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 | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| LYNN IVEY | ||||||||
| 6030 PARK SOUTH DRIVE | CHARLOTTE | NC | 28210 | CEO & FOUNDER | 30.00 | $90,000 | $0 | $0 |
| JANET LECLAIR | ||||||||
| 6030 PARK SOUTH DRIVE | CHARLOTTE | NC | 28210 | COO | 40.00 | $100,000 | $0 | $0 |
| WENDY LAXTON | ||||||||
| 6030 PARK SOUTH DRIVE | CHARLOTTE | NC | 28210 | CFO | 20.00 | $18,150 | $0 | $0 |
| SUZANNE HARLEY | ||||||||
| 6030 PARK SOUTH DRIVE | CHARLOTTE | NC | 28210 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DON OLIN | ||||||||
| 6030 PARK SOUTH DRIVE | CHARLOTTE | NC | 28210 | CHAIR | 2.00 | $0 | $0 | $0 |
| GLENN GROSSMAN | ||||||||
| 6030 PARK SOUTH DRIVE | CHARLOTTE | NC | 28210 | DIRECTOR | 0.50 | $0 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| EILEEN BEHAN | ||||||||
| 6030 PARK SOUTH DRIVE | CHARLOTTE | NC | 28210 | FAMILY RESOURCES DIR | 40.00 | $71,271 | $3,838 | $0 |
| VIKKI HUNLEY | ||||||||
| 6030 PARK SOUTH DRIVE | CHARLOTTE | NC | 28210 | MARKETING DIRECTOR | 40.00 | $70,269 | $3,362 | $0 |
| CATHERINE PAYNE | ||||||||
| 6030 PARK SOUTH DRIVE | CHARLOTTE | NC | 28210 | PROGRAM DIRECTOR | 40.00 | $66,903 | $0 | $0 |
| BEVERLY BYRNES | ||||||||
| 6030 PARK SOUTH DRIVE | CHARLOTTE | NC | 28210 | OUTREACH & EDUCATION | 32.00 | $52,744 | $3,082 | $0 |
| LISA GRODI | ||||||||
| 6030 PARK SOUTH DRIVE | CHARLOTTE | NC | 28210 | HEALTH CARE COORDINA | 32.00 | $51,762 | $3,362 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 5 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADC SERVICES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6030 PARK SOUTH ROAD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $62,059 | 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 CARE DAY SERVICES:THE IVEY PROVIDES ADULT DAYCARE SERVICES AND INTEGRATIVE HEALTH AND WELLNESS PROGRAMS, TO APPROXIMATELY 125 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, THE IVEY ENABLES PARTICIPATING OLDER ADULTS TO LIVE MORE INDEPENDENTLY, FREEING UP TIME TO MORE THAN 300 FAMILY CAREGIVERS TO RESUME NORMAL DAY-TO-DAY ACTIVITIES. IN ADDITION TO THE LIVELY SOCIAL COMMUNITY, THE UNIQUE HEALTHCARE NEEDS OF PARTICIPANTS ARE MONITORED BY A FULL TIME NURSING TEAM ON STAFF EACH DAY. EACH DAY IS FILLED WITH MEANING AND PURPOSE THROUGH A FULL RANGE OF ENGAGING ACTIVITIES, PHYSICAL EXERCISE, ART AND MUSIC THERAPIES. IN 2013, THE IVEY ADDED TO ITS HEALTH & WELLNESS CORNERSTONE WITH A PARTNERSHIP WITH GENESIS REHAB SERVICES FOR FULL TIME ONSITE PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES, BOTH PHYSICIAN-PRESCRIBED AND PROGRAMMATIC. | Description1Txt |
| Expenses1 | $1,347,865 | Expenses1Amt |
| Description2 | OUTREACH & EDUCATION PROGRAM:PROVIDE OUTREACH AND EDUCATION REACHING OVER 5,000 PEOPLE, INCLUDING MORE THAN 675 CAREGIVERS. CAREGIVER EDUCATION IS PROVIDED THROUGHOUT THE YEAR INCLUDING EDUCATIONAL WORKSHOPS AND PRINTED MATERIALS AVAILABLE IN THE IVEY'S RESOURCE LIBRARY. THE IVEY HOSTS SUPPORT GROUPS FOR YOUNGER-ONSET ALZHEIMER'S CAREGIVERS AND FAMILIES LIVING WITH PARKINSON'S. FREE INFORMATIVE, EDUCATIONAL PRESENTATIONS ARE PROVIDED FOR A VARIETY OF COMMUNITY AND PROFESSIONAL AUDIENCES WHILE ALSO SERVING AS A RESOURCE TO THE MEDIA ON ISSUES AFFECTING THE AGING POPULATION LIVING WITH DEMENTIA. VOLUNTEERS ARE USED TO SUPPORT THE MISSION AND THE IVEY IS BECOMING A LEARNING CENTER FOR INTERNSHIP OPPORTUNITIES WITH 9 UNIVERSITIES IN NC AND THE SOUTHEAST UNDER CONTRACT. THE IVEY ALSO SUPPORTS COMMUNITY ORGANIZATIONS BY PROVIDING ITS VENUE TO HOST MEETINGS AND SPECIAL EVENTS. | Description2Txt |
| Expenses2 | $295,547 | 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 | $88,047 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $88,047 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $88,047 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,321 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $86,726 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,336 | 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 | $826,893 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $826,893 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $826,893 | 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 | $826,893 | CurrentYearAmt |
| Year1 | $1,324,531 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $2,151,424 | 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 | $826,893 | CurrentYearAmt |
| Year1 | $1,324,531 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $2,151,424 | 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 | $2,891 | CurrentYearAmt |
| Year1 | $1,961 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $4,852 | 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) |
|---|---|---|
| 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 | $797,719 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEBT FORGIVENESS INCOME | Desc |
| Related Or Exempt Function Incm | $410,867 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,208,586 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,208,598 | 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 DAY MEMORY CARE SERVICES, INCLUDING INTEGRATIVE HEALTH AND WELLNESS PROGRAMS TO APPROXIMATELY 125 SENIORS AND THEIR FAMILIES. THESE SERVICES RELATE DIRECTLY TO THE ORGANIZATION'S MISSION OF DEDICATION TO 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 |
|---|---|---|---|---|---|---|
| DALE HALTON | ||||||
| 1 | 1530 QUEENS RD PH1 | CHARLOTTE | NC | 28207 | $675,000 | Yes (X) |
| JOHN V MOORE | ||||||
| 2 | 6727 CONSERVATORY LANE | CHARLOTTE | NC | 28210 | $312,691 | Yes (X) |
| BILL SHARON ALLEN FAMILY FOUNDATION | ||||||
| 3 | 810 COLVILLE ROAD | CHARLOTTE | NC | 28207 | $100,000 | Yes (X) |
| JAMES FAMILY FOUNDATION | ||||||
| 4 | 219 CHEROKEE ROAD | CHARLOTTE | NC | 28207 | $5,000 | Yes (X) |
| THE MULVANEY FAMILY FUND FOUNDATION | ||||||
| 5 | 1500 ATLANTIC BLVD 206 | KEY WEST | FL | 33040 | $5,000 | Yes (X) |
| JIM MORAN FOUNDATION | ||||||
| 6 | PO BOX 4007 | DEERFIELD BEACH | FL | 33442 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $43,571 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25,810 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,761 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|
| LAND | 2013-09-30 | $472,276 | L | $0 | $0 | $0 | ||
| GE WASHER & DRYER | 2014-12-11 | $1,304 | SL | $261 | $0 | $261 | $22 | 5.000000000000 |
| DEFIBRILLATOR | 2015-12-03 | $1,199 | SL | $120 | $0 | $120 | 5.000000000000 | |
| LEASEHOLD IMPROVEMENT | 2015-03-31 | $13,247 | SL | $662 | $0 | $662 | 10.000000000000 | |
| SPEAKER SYSTEM | 2015-10-19 | $922 | SL | $154 | $0 | $154 | 3.000000000000 | |
| FILE SERVER | 2015-10-31 | $1,344 | SL | $224 | $0 | $224 | 3.000000000000 | |
| ORGANIZATIONAL COSTS | 2009-02-05 | $82,501 | SL | $5,500 | $0 | $5,500 | $32,542 | 15.000000000000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $472,276 | $0 | $472,276 |
| GE WASHER & DRYER | $1,304 | $283 | $1,021 |
| DEFIBRILLATOR | $1,199 | $120 | $1,079 |
| LEASEHOLD IMPROVEMENT | $13,247 | $662 | $12,585 |
| SPEAKER SYSTEM | $922 | $154 | $768 |
| FILE SERVER | $1,344 | $224 | $1,120 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,447 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,965 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,481 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ORGANIZATION COSTS | $49,959 | $44,459 | $44,459 |
| SECURITY DEPOSITS | $31,000 | $4,698 | $4,698 |
| UNDEPOSITED FUNDS | $0 | $2,215 | $2,215 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $13,578 | $0 | $8,043 | $5,535 |
| ADVERTISING | $45,003 | $0 | $26,659 | $18,344 |
| OFFICE EXPENSES | $10,211 | $0 | $6,049 | $4,162 |
| TECHNOLOGY | $48,385 | $0 | $28,662 | $19,723 |
| FOOD AND SUPPLIES | $72,042 | $0 | $42,676 | $29,366 |
| MEDICAL AND ACTIVITIES SUPPLIES | $23,928 | $0 | $14,174 | $9,754 |
| OUTREACH AND EDUCATION | $88,113 | $0 | $52,196 | $35,917 |
| DUES AND SUBSCRIPTIONS | $2,993 | $0 | $1,773 | $1,220 |
| MISCELLANEOUS EXPENSES | $12,358 | $0 | $7,321 | $5,037 |
| TRAINING AND PROFESSIONAL DEVELOPMENT | $5,648 | $0 | $3,346 | $2,302 |
| PAYROLL ADMINISTRATIVE FEES | $15,685 | $0 | $9,291 | $6,394 |
| FUNDRAISING | $3,924 | $0 | $2,324 | $1,600 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| MEMORY CARE DAY SERVICES | $797,719 | $797,719 |
| DEBT FORGIVENESS INCOME | $410,867 | $410,867 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | $118,654 | $0 | $70,288 | $48,366 |
| MARKETING | $143,275 | $0 | $84,872 | $58,403 |
| PROGRAM SUPPORT | $53,396 | $0 | $31,630 | $21,766 |
| CHEF SERVICES | $60,145 | $0 | $35,628 | $24,517 |
| CONTRACTED NURSING SERVICES | $18,285 | $0 | $10,832 | $7,453 |
| PUBLIC RELATIONS | $25,358 | $0 | $15,021 | $10,337 |
| HEALTH CARE PROGRAMS | $72,000 | $0 | $42,651 | $29,349 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $51,474 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $30,492 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20,982 | DisbursementsCharitablePrpsAmt |