YMCA OF GREATER CHARLOTTE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- YMCA OF GREATER CHARLOTTE (EIN 56-1045299)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-10
- IRS object ID
- 201332539349300718
- Schema version
- 2012v2.1
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-10T14:36:51-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260005391 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VANCE FLOUHOUSE & GARGES PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7725 BALLANTYNE COMMONS PKY STE103 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28277 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561045299 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YMCA OF GREATER CHARLOTTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | YMCA | NameControl |
| Phone | 7047166200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EAST MOREHEAD STREET NO 300 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28202 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID W DOVE | Name |
| Title | CFO | Title |
| Phone | 7047166200 | Phone |
| Date Signed | 2013-09-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY K FLOUHOUSE | Name |
| PTIN | P00183997 | PTIN |
| Phone | 7043697200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANDY C CALHOUN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 E MOREHEAD ST STE 300 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 76442807 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.YMCACHARLOTTE.ORG | WebSite |
| Type Of Organization Association | X | TypeOfOrganizationAssociation |
| Year Formation | 1874 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROG. THAT BUILD HEALTHY SPIRIT/MIND/BODY FOR ALL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4959 | TotalNbrEmployees |
| Total Nbr Volunteers | 11600 | TotalNbrVolunteers |
| Total Gross UBI | 155429 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 8218 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7728284 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11331088 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 61673541 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 63558634 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 309484 | InvestmentIncomePriorYear |
| Investment Income Current Year | 122027 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -3341644 | OtherRevenuePriorYear |
| Other Revenue Current Year | 356060 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 66369665 | TotalRevenuePriorYear |
| Total Revenue Current Year | 75367809 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 36162512 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 37102983 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1487307 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 34557828 | OtherExpensePriorYear |
| Other Expenses Current Year | 35503914 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 70720340 | TotalExpensesPriorYear |
| Total Expenses Current Year | 72606897 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4350675 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2760912 | RevenuesLessExpensesCY |
| Total Assets BOY | 164634274 | TotalAssetsBOY |
| Total Assets EOY | 167403753 | TotalAssetsEOY |
| Total Liabilities BOY | 54837162 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 53728391 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 109797112 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 113675362 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE YMCA OF GREATER CHARLOTTE IS DEDICATED TO PUTTING CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND, AND BODY FOR ALL. THE YMCA'S HOLISTIC APPROACH TO WELLNESS IS DESIGNED TO STRENGTHEN KIDS, FAMILIES AND COMMUNITIES AND TO EMPHASIZE THE CHARACTER VALUES OF HONESTY, CARING, RESPONSIBILITY, RESPECT, AND FAITH. THE YMCA'S FOCUS IS ON HEALTHY LIVING, YOUTH DEVELOPMENT, AND SOCIAL RESPONSIBILITY. IN 2012, THE YMCA OF GREATER CHARLOTTE SERVED MORE THAN 292,000 PEOPLE INCLUDING APPROXIMATELY 60,000 CHILDREN AND 27,000 TEENS. THERE ARE 19 LOCATIONS AND 2 RESIDENT CAMPS COVERING A 900 SQUARE MILE FOOTPRINT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 32756692 | Expense |
| Revenue | 29951551 | Revenue |
| Description | HEALTHY LIVINGHEALTHY LIVING:THE YMCA OF GREATER CHARLOTTE IS DEDICATED TO PUTTING CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. THE YMCA'S APPROACH FOCUSES ON HEALTHLY LIVING, YOUTH DEVELOPMENT AND SOCIAL RESPONSIBILITY, AND EMPHASIZES THE CHARACTER VALUES OF HONESTY, CARING, RESPONSIBILITY, RESPECT AND FAITH.PROGRAMS AND SERVICES WHICH STRENGTHEN THE OVERALL WELL-BEING OF INDIVIDUALS AND FAMILIES INCLUDE PRAYER BREAKFASTS, ADULT AND CHILDREN LITERACY PROGRAMS, WELLNESS SCREENINGS, NUTRITION COUNSELING, GROUP EXERCISE, CARDIOVASCULAR AND STRENGTH FITNESS CENTERS, YOUTH SPORTS (INCLUDING BASKETBALL, T-BALL, SOCCER AND GYMNASTICS) AND ADULT SPORTS. THROUGH A RELATIONSHIP WITH A LOCAL HOSPITAL, REGISTERED NURSES ARE POSITIONED INSIDE NUMEROUS YMCA BRANCHES. THESE NURSES RECEIVED APPROXIMATELY 63,000 VISITS IN 2012. THE YMCA ALSO OFFERS AN EXTENSIVE AQUATICS PROGRAM AND PROVIDES LESSONS FOR INDIVIDUALS OF ALL AGES, ABILITY LEVELS AND INTERESTS. THE COMMUNITY SWIM ACADEMY PROVIDED FREE INSTRUCTION TO 450 CHILDREN IN 2012. THE ASSOCIATION HAS AN ADAPTIVE SPORTS PROGRAM FOR INDIVIDUALS WITH DISABILITIES AND A CAMP FOR CHILDREN WITH AUTISM. IN 2012, THE Y ADDED BASEBALL TO THE PROGRAMS FOR CHILDREN WITH PHYSICAL AND COGNITIVE DISABILITIES WITH THE OPENING OF A MIRACLE LEAGUE FIELD, WHICH IS COMPLETELY WHEELCHAIRE ACCESIBLE. ADDITIONALLY, BEYOND LIMITS IS A PROGRAM THAT PROVIDES SPECIALIZED TRAINING THAT HELPS PARTICIPANTS REGAIN PHYSICAL ABILITIES WHICH THEY MAY HAVE LOST DUE TO STROKE, ACCIDENT, OR OTHER UNFORESEEN INCIDENTS.IN ADDITION TO OFFERING PROGRAMS, THE YMCA OF GREATER CHARLTOTE ENCOURAGES INVOLVEMENT BY VOLUNTEERS. SUPPLEMENTING ITS STAFF ARE MORE THAN 11,000 POLICY-MAKING AND PROGRAM VOLUNTEERS. THESE VOLUNTEERS SERVE ON BOARDS, WORK ON COMMITTEES, TEACH ADULTS TO READ AND WRITE, HELP YOUTH IMPROVE THEIR READING AND WRITING SKILLS, COACH YOUTH SPORTS LEAGUES, WORK WITH SENIORS TO IMPROVE THEIR QUALITY OF LIFE AND PERFORM A MULTITUDE OF OTHER MEANINGFUL ACTIVITIES.ALL PROGRAMS AND MEMBERSHIPS ARE EQUALLY AVAILABLE TO ALL AGES, ABILITIES, INCOMES, RACES AND RELIGIONS. MANY PARTICIPANTS RECEIVE MEMBERSHIP AND/OR PROGRAM FINANCIAL ASSISTANCE THROUGH THE ASSOCIATION'S FINANCIAL ASSISTANCE RATE STRUCTURE PROGRAM, MY Y PRICING. THE AVAILABILITY OF FINANCIAL ASSISTANCE PROVIDES EVERYONE -- REGARDLESS OF ABILITY TO PAY -- THE OPPORTUNITY TO PARTICIPATE IN YMCA MEMBERSHIP AND PROGRAMS THAT ENCOURAGE GROWTH AS INDIVIDUALS, FAMILY MEMBERS AND COMMUNITY LEADERS. IN 2012, $9.8 MILLION OF ASSISTANCE WAS PROVIDED THROUGH THIS SOCIALLY RESPONSIBLE PROGRAM. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 13428138 | Expense |
| Revenue | 15467607 | Revenue |
| Description | CAMPING/OUTDOORCAMPING/OUTDOOR:THE YMCA OF GREATER CHARLOTTE OFFERS DAY CAMP, RESIDENT CAMP AND OVERNIGHT ENVIRONMENTAL EDUCATION PROGRAMS FOR YOUTH DEVELOPMENT. EACH PROMOTES SPIRITUAL AWARENESS, MENTAL DEVELOPMENT, SOCIAL DEVELOPMENT AND PHYSICAL WELL-BEING AND EMPHASIZES THE CHARACTER VALUES OF HONESTY, CARING, RESPONSIBILITY, RESPECT AND FAITH.ALL DAY CAMPS ADHERE TO THE HIGHEST STANDARDS IN ALL AREAS INCLUDING ADMINISTRATION, PROGRAM ACTIVITIES, TRANSPORTATION, FACILITIES AND STAFFING (CHILD-TO-COUNSELOR RATIOS). DAY CAMP ACTIVITIES INCLUDE, BUT ARE NOT LIMITED TO, STORYTELLING, DEVOTIONS, SKITS, ARTS AND CRAFTS, SWIMMING, GAMES, MUSIC, BASEBALL, SOCCER, CHEERLEADING, GYMNASTICS AND COMPUTER TRAINING. IN 2012, CAMPER DAYS ASSOCIATION-WIDE WITH ALL YMCA OF GREATER CHARLOTTE DAY CAMPS WERE 192,990.RESIDENT CAMP, WHICH FOLLOWS ACA ACCREDITATION GUIDELINES, IS ONE OF THE MOST FORMATIVE EXPERIENCES IN A YOUNG PERSON'S LIFE. IN ADDITION TO BUILDING UPON THE YMCA'S CHARACTER VALUES, CAMPERS DEVELOP SELF-RELIANCE, GOOD SPORTSMANSHIP, INTERPERSONAL SKILLS, CHARACTER AND CONFIDENCE. IN 2012, RESIDENT CAMPERS DAYS EQUALED 26,270.IN 2012, THE YMCA'S ENVIRONMENTAL EDUCATION CENTER INTRODUCED MORE THAN 27,805 PARTICIPANTS TO AN ECOLOGICAL APPROACH TO EDUCATION, SOCIALIZATION AND LIFE. A UNIQUE EXPERIENCE, THIS PROGRAM FOSTERS A PRACTICAL UNDERSTANDING AND APPRECIATION OF NATURE AND ENCOURAGES RELATIONSHIP BUILDING BETWEEN STUDENTS.ALL PROGRAMS ARE AVAILABLE TO ALL YOUTH REGARDLESS OF AGE, ABILITY, INCOME, RACE AND RELIGION. AS IN OTHER YMCA OF GREATER CHARLOTTE PROGRAMS, FINANCIAL ASSISTANCE IS AVAILABLE THROUGH THE MY Y PRICING RATE STRUCTURE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 19287305 | Expense |
| Revenue | 17954567 | Revenue |
| Description | FAMILY LIFE PROGRAMSFAMILY LIFE PROGRAMS:FAMILY LIFE PROGRAMS ARE DESIGNED TO STRENGTHEN FAMILIES AND DEVELOP YOUTH. THESE PROGRAMS PROVIDE CHILDREN AND THEIR PARENTS WITH ACTIVITIES, INCLUDING VOLUNTEER OPPORTUNITIES, WHICH FOSTER UNDERSTANDING, COMPANIONSHIP AND FAMILY GROWTH. ACTIVITIES ARE ALSO PROVIDED TO BRING GROUPS OF YOUTH AND TEENS, PARENTS AND FAMILIES TOGETHER TO LEARN FROM AND SUPPORT EACH OTHER.ONE OF THE YMCA OF GREATER CHARLOTTE'S FAMILY PROGRAMS IS Y GUIDES BRAVES AND PRINCESSES. THIS IS AN ORGANIZED PROGRAM THAT FACILITATES QUALITY TIME BETWEEN FATHERS AND THEIR CHILDREN. ACTIVITIES INCLUDE REGULAR MEETINGS, HIKING, CAMPING, OUTINGS, COOKOUTS AND FATHER/DAUGHTER DATE NIGHTS.ANOTHER SIGNATURE PROGRAM OF THE YMCA OF GREATER CHARLOTTE IS Y READERS. Y READERS IS A LITERACY PROGRAM FOR ACADEMICALLY AT-RISK CHILDREN. THE PROGRAM BUILDS IMPORTANT READING AND WRITING SKILLS AMONG CHILDREN WHO ARE AT-RISK OF ACADEMIC UNDERACHIEVEMENT. THE NATIONALLY RECOGNIZED PROGRAM SERVED 456 CHILDREN. Y READERS HAS BEEN CHOSEN BY Y-USA AS ITS SIGNATURE PROGRAM FOR SUMMER LEARNING LOSS. THE PROGRAM WAS REPLICATED AND PILOTED IN FIVE CITIES ACROSS THE COUNTRY IN 2012.IN ADDITION TO PROVIDING FINANCIAL ASSISTANCE TO SUPPORT THE COMMUNITY'S WORKING PARENTS AND YOUTH DEVELOPMENT, THE YMCA OFFERS AFFORDABLE AFTERSCHOOL CARE IN A SAFE, STRUCTURED ENVIRONMENT. THIS RECREATION-BASED PROGRAM ALSO PROVIDES HOMEWORK ASSISTANCE AND FOCUSES ON THE DEVELOPMENT OF A CHILD'S CHARACTER. THE YMCA OF GREATER CHARLOTTE PROVIDES AFTERSCHOOL CARE AT ITS BRANCHES AND OTHER FACILITIES, INCLUDING MANY IN UNDER-RESOURCED NEIGHBORHOODS.THE YMCA OF GREATER CHARLOTTE ALSO EMPLOYS SOCIAL WORKERS, FAMILY ADVOCATES AND A REGISTERED NURSE WHO PROVIDE INTENSIVE SUPPORT TO FAMILIES WITH CHILDREN WHO ARE IN CRISIS. THE PARENTS AS TEACHERS PROGRAM HELPS THE FAMILIES MOVE FROM DEPENDENCY TO SELF-SUFFICIENCY THROUGH IN-HOME VISITS AND GROUP MEETINGS. IN 2012, 85 FAMILIES WERE SERVED BY THIS SOCIAL RESPONSIBILITY PROGRAM. Y ACHIEVERS IS A PROGRAM THAT IS HELPING OVER 100 TEENS TO DISCOVER THEIR TRUE POTENTIAL. THE PROGRAM MOTIVATES PARTICIPANTS TO RAISE ACADEMIC STANDARDS, DEVELOP A SENSE OF SELF AND EXPLORE DIVERSE CAREER AND COLLEGE OPTIONS. STUDENTS PARTICIPATE IN JOB SHADOWING OPPORTUNITIES AND INTERNSHIPS IN ADDITION TO MONTHLY LEARNING OPPORTUNITIES.THE YMCA OFFERS SPECIFIC PROGRAMS FOR YOUTH AND TEENS SUCH AS LEADERSHIP DEVELOPMENT AND COUNSELORS-IN-TRAINING. THESE PROGRAMS HELP YOUNG PEOPLE DEVELOP SELF-ESTEEM AND POSITIVE VALUES WHILE ASSISTING THEM AS THEY CONTINUE TO MATURE AS RESPONSIBLE MEMBERS OF THEIR FAMILIES AND COMMUNITY. ADDITIONALLY, THE GETTING AHEAD PROGRAM SERVED 48 INDIVIDUALS WHO WERE MOTIVATED TO BUILD A BETTER FUTURE FOR THEMSELVES AND THEIR FAMILIES. FACILITATOR LED SESSIONS EXAMINE THE IMPACT OF POVERTY ON THE INDIVIDUALS AND THEIR COMMUNITIES AND SHORT TERM GOAL PLANS ARE DEVELOPED TO START THEM ON A PATH OF SELF SUFFICIENCY.CONSISTENT WITH THE ASSOCIATION'S MISSION, FINANCIAL ASSISTANCE THROUGH THE MY Y PRICING RATE STRUCTURE IS AVAILABLE FOR FAMILY LIFE PROGRAMS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 65472135 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 64 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 4959 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID W DOVE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7047166288 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 E MOREHEAD STREET STE 300 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (43 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JOHNNY BELK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES BOWMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM C CANNON JR | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JO CLARK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| B CRIGLER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GEORGE DEWEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| THERESA DREW | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GEORGE EDMISTON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MALCOLM E EVERETT III | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BLAKE GRAEBER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT G GRIFFIN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| TOMMY HALL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BRIDGET-ANNE HAMPDEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JAMES E HARRIS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BARNES HAUPTFUHRER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| INDIA KEITH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVIS KUYKENDALL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| FRED MORGANTHALL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| VIOLETA MOSER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BAILEY PATRICK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WARD PRITCHETT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LAT PURSER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DON SHERRILL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BILL SOUTHERLAND | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL TARWATER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RON L TURNER JR | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANNE VULCANO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| FRED WHITFIELD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD T STICK WILLIAMS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN WOODS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANDREW CALHOUN | |||||||
| PRESIDENT | 40.00 | 383534 | 0 | 42840 | X | ||
| DAVID W DOVE | |||||||
| CHIEF FINANCIAL OFFCER | 40.00 | 224340 | 0 | 32845 | X | ||
| CARL L LOMAX | |||||||
| SENIOR VICE PRESIDENT - COO | 40.00 | 214453 | 0 | 38006 | X | ||
| DEAN JONES | |||||||
| SR. VP - FINANCIAL DEVELOP | 40.00 | 189670 | 0 | 35755 | X | ||
| MICHAEL DEVAUL | |||||||
| SR. VP - ORGANIZATIONAL AD | 40.00 | 159715 | 0 | 31663 | X | ||
| CONSTANCE KENDRICK | |||||||
| SR. VP - Y EXPERIENCE & MAR | 40.00 | 158571 | 0 | 25066 | X | ||
| PATRICIA RYAN | |||||||
| SR. VP - HUMAN RESOURCES | 40.00 | 147693 | 0 | 5639 | X | ||
| ROBBIE ARMSTRONG | |||||||
| COO/EXECUTIVE VICE PRESIDE | 40.00 | 54727 | 0 | 10413 | X | ||
| STEVEN BOWERS | |||||||
| COMMUNITY VICE PRESIDENT | 40.00 | 139441 | 0 | 29890 | X | ||
| CHARMAINE GUDGEON | |||||||
| COMMUNITY VICE PRESIDENT | 40.00 | 136991 | 0 | 19836 | X | ||
| CHARLES BART LANDESS | |||||||
| VP - MAJOR AND PLANNED GIFTS | 40.00 | 133301 | 0 | 11878 | X | ||
| SCOTT CHAGNON | |||||||
| COMMUNITY VICE PRESIDENT | 40.00 | 124303 | 0 | 25363 | X | ||
| MARY ANN EDWARDS | |||||||
| COMMUNITY VICE PRESIDENT | 40.00 | 123689 | 0 | 20988 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2190428 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 330182 | TotalOtherCompensation |
| Number Individuals GT100 K | 12 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THE JOHNSON GROUP | |||||
| PO BOX 35207 | CHARLOTTE | NC | 28235 | FACILITY SVC & MATERIALS | 1676072 |
| THERMAL CONDITIONING | |||||
| PO BOX 410164 | CHARLOTTE | NC | 28241 | HVAC SERVICES | 685586 |
| CUMMINGS CONSTRUCTION | |||||
| PO BOX 692 | MATTHEWS | NC | 28106 | CONSTRUCTION SERVICES | 520280 |
| VALLEY CREST | |||||
| 9801 S TRYON STREET | CHARLOTTE | NC | 28273 | LANDSCAPING SERVICES | 517720 |
| ARAMARK | |||||
| PO BOX 368 | N WILKSBORO | NC | 28659 | FOOD SERVICE | 396820 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 16 | NumberOfContractorsGT100K |
| Federated Campaigns | 570273 | FederatedCampaigns |
| Fundraising Events | 1551627 | FundraisingEvents |
| Government Grants | 597675 | GovernmentGrants |
| All Other Contributions | 8611513 | AllOtherContributions |
| Noncash Contributions | 186801 | NoncashContributions |
| Total Contributions | 11331088 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| HEALTHY LIVING | 813410 | 48107899 | 47053568 | 155429 | $898,902 |
| CAMPING/OUTDOOR | 813410 | 10183193 | 10183193 | ||
| FAMILY LIFE | 813410 | 5267542 | 5267542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 63558634 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 204312 | TotalRevenueColumn |
| Exclusion | $204,312 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 36450 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 118735 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -82285 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -82285 | TotalRevenueColumn |
| Exclusion | -$82,285 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 188613 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1551627 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 648191 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -459578 | TotalRevenueColumn |
| Exclusion | -$459,578 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 422061 | GrossSalesOfInventory |
| Cost Of Goods Sold | 308072 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 113989 | TotalRevenueColumn |
| Exclusion | $113,989 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| NET SA/SIA/TRUST/ENDOW | 813410 | 482370 | $482,370 |
| MISCELLANEOUS | 813410 | 219279 | $219,279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 701649 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 75367809 | TotalRevenueColumn |
| Related Or Exempt Function Income | 62504303 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 155429 | UnrelatedBusinessRevenue |
| Exclusion | $1,376,989 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1797492 | Total |
| Management And General | 1564047 | ManagementAndGeneral |
| Fundraising | 233445 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29220119 | Total |
| Program Services | 27593781 | ProgramServices |
| Management And General | 929056 | ManagementAndGeneral |
| Fundraising | 697282 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1413032 | Total |
| Program Services | 1056323 | ProgramServices |
| Management And General | 295560 | ManagementAndGeneral |
| Fundraising | 61149 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2130524 | Total |
| Program Services | 1527117 | ProgramServices |
| Management And General | 502762 | ManagementAndGeneral |
| Fundraising | 100645 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2541816 | Total |
| Program Services | 2112094 | ProgramServices |
| Management And General | 371600 | ManagementAndGeneral |
| Fundraising | 58122 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54921 | Total |
| Management And General | 54921 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54400 | Total |
| Management And General | 54400 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3537643 | Total |
| Program Services | 2756500 | ProgramServices |
| Management And General | 759890 | ManagementAndGeneral |
| Fundraising | 21253 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1121290 | Total |
| Program Services | 1068210 | ProgramServices |
| Management And General | 38659 | ManagementAndGeneral |
| Fundraising | 14421 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3542817 | Total |
| Program Services | 3389351 | ProgramServices |
| Management And General | 85828 | ManagementAndGeneral |
| Fundraising | 67638 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 571315 | Total |
| Program Services | 481877 | ProgramServices |
| Management And General | 35528 | ManagementAndGeneral |
| Fundraising | 53910 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10123173 | Total |
| Program Services | 9884354 | ProgramServices |
| Management And General | 201786 | ManagementAndGeneral |
| Fundraising | 37033 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1052842 | Total |
| Program Services | 866068 | ProgramServices |
| Management And General | 169342 | ManagementAndGeneral |
| Fundraising | 17432 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 667893 | Total |
| Program Services | 314362 | ProgramServices |
| Management And General | 272368 | ManagementAndGeneral |
| Fundraising | 81163 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1781188 | Total |
| Program Services | 1781188 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7363689 | Total |
| Program Services | 7286923 | ProgramServices |
| Management And General | 71790 | ManagementAndGeneral |
| Fundraising | 4976 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 858092 | Total |
| Program Services | 837849 | ProgramServices |
| Management And General | 17104 | ManagementAndGeneral |
| Fundraising | 3139 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| REPAIRS, MAINT. & EQ. | 4097460 | 3986210 | 97036 | 14214 |
| DUES AND MEMBERSHIPS | 395140 | 355404 | 37963 | 1773 |
| QUALITY & RECOGNITION | 191823 | 137698 | 34624 | 19501 |
| AWARDS AND GRANTS | 90228 | 36826 | 53191 | 211 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72606897 | Total |
| Program Services | 65472135 | ProgramServices |
| Management And General | 5647455 | ManagementAndGeneral |
| Fundraising | 1487307 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4699523 | BOY |
| EOY | 9113602 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6620526 | BOY |
| EOY | 7909161 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1411006 | BOY |
| EOY | 1216200 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 637303 | BOY |
| EOY | 732951 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 215291602 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 82659993 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137084549 | BOY |
| EOY | 132631609 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27004 | BOY |
| EOY | 26114 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14154363 | BOY |
| EOY | 15774116 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 164634274 | BOY |
| EOY | 167403753 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2636853 | BOY |
| EOY | 2668220 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2258905 | BOY |
| EOY | 2710379 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40245000 | BOY |
| EOY | 38775000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55383 | BOY |
| EOY | 25821 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9641021 | BOY |
| EOY | 9548971 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54837162 | BOY |
| EOY | 53728391 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83998465 | BOY |
| EOY | 82945003 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8766394 | BOY |
| EOY | 13574733 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17032253 | BOY |
| EOY | 17155626 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109797112 | BOY |
| EOY | 113675362 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 164634274 | BOY |
| EOY | 167403753 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2760912 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1117338 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9413476 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6399606 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10465083 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7939985 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11519701 | CurrentTaxYear |
| Total | 45737851 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9413476 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6399606 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10465083 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7939985 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11519701 | CurrentTaxYear |
| Total | 45737851 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2455863 | AmountsSubstContributorsTotal |
| Public Support Total170 | 43281988 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 497680 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 161987 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 186234 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 208199 | CurrentTaxYearMinus1Year |
| Current Tax Year | 193159 | CurrentTaxYear |
| Total | 1247259 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 155429 | CurrentTaxYear |
| Total | 155429 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 140308 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 299559 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 214739 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 178857 | CurrentTaxYearMinus1Year |
| Current Tax Year | 219279 | CurrentTaxYear |
| Total | 1052742 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 48193281 | TotalSupport |
| Gross Receipts From Admissions Etc | 207302400 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.89810 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.90160 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10245941 | BeginningOfYearBalance |
| Contributions | 168221 | Contributions |
| Investment Earnings Or Losses | 1346133 | InvestmentEarningsOrLosses |
| Other Expenditures | 86277 | OtherExpenditures |
| Administrative Expenses | 86144 | AdministrativeExpenses |
| End Of Year Balance | 11587874 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10445008 | BeginningOfYearBalance |
| Contributions | 322862 | Contributions |
| Investment Earnings Or Losses | -352802 | InvestmentEarningsOrLosses |
| Other Expenditures | 87138 | OtherExpenditures |
| Administrative Expenses | 81989 | AdministrativeExpenses |
| End Of Year Balance | 10245941 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8907790 | BeginningOfYearBalance |
| Contributions | 495052 | Contributions |
| Investment Earnings Or Losses | 1202373 | InvestmentEarningsOrLosses |
| Other Expenditures | 84904 | OtherExpenditures |
| Administrative Expenses | 75303 | AdministrativeExpenses |
| End Of Year Balance | 10445008 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6653490 | BeginningOfYearBalance |
| Contributions | 701266 | Contributions |
| Investment Earnings Or Losses | 1678768 | InvestmentEarningsOrLosses |
| Other Expenditures | 66497 | OtherExpenditures |
| Administrative Expenses | 59237 | AdministrativeExpenses |
| End Of Year Balance | 8907790 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8620839 | BeginningOfYearBalance |
| Contributions | 698900 | Contributions |
| Investment Earnings Or Losses | -2470745 | InvestmentEarningsOrLosses |
| Other Expenditures | 126504 | OtherExpenditures |
| Administrative Expenses | 69000 | AdministrativeExpenses |
| End Of Year Balance | 6653490 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17524454 | OtherCostOrOtherBasis |
| Book Value | 17524454 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 126270706 | OtherCostOrOtherBasis |
| Depreciation | 39314729 | Depreciation |
| Book Value | 86955977 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7647316 | OtherCostOrOtherBasis |
| Depreciation | 4142766 | Depreciation |
| Book Value | 3504550 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33260971 | OtherCostOrOtherBasis |
| Depreciation | 25923811 | Depreciation |
| Book Value | 7337160 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 30588155 | OtherCostOrOtherBasis |
| Depreciation | 13278687 | Depreciation |
| Book Value | 17309468 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 132631609 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ENDOWMENTS | 11587874 | F |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | 4156267 | F |
| BENEFICIAL INTEREST IN SPLIT INTEREST AGREEMENT | 29975 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 15774116 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTEREST RATE SWAP AGREEMENTS | $7,485,513 |
| OTHER LIABILITIES | $2,063,458 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9548971 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 77441410 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1117338 | NetUnrealizedGainsInvestments |
| Other Revenues | 956263 | OtherRevenues |
| Revenue Not Rptd F990 | 2073601 | RevenueNotRptdF990 |
| Revenue Subtotal | 75367809 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 75367809 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 73563160 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 956263 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 956263 | ExpensesNotRptdF990 |
| Expenses Subtotal | 72606897 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 72606897 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE YMCA OF GREATER CHARLOTTE'S ENDOWMENT FUNDS ARE USED TO HELP SATISFY THE ONGOING NEEDS OF ITS MISSION. THIS MISSION IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. THE YMCA OF GREATER CHARLOTTE'S PROGRAMS ARE DESCRIBED IN MORE DETAIL IN PART III. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE YMCA AND ITS SUBSIDIARY, CAMP THUNDERBIRD, ARE NOT-FOR-PROFIT ORGANIZATIONS THAT ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ADDITIONALLY, THEY ARE NOT PRIVATE FOUNDATIONS PURSUANT TO INTERNAL REVENUE CODE SECTION 509(A)(1). THE YMCA DOES NOT BELIEVE THAT THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY, IT WILL NOT RECOGNIZE ANY ASSET OR LIABILITY FOR UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SEE SCHEDULE D SUPPLEMENTAL INFORMATION | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SEE SCHEDULE D SUPPLEMENTAL INFORMATION | |
| PART XII; LINE 2D AND PART XIII; LINE 2D CERTAIN EXPENSES ARE DEDUCTED FROM REVENUE IN PART VIII, LINE 8B ($648,191) AND LINE 10B ($308,072) AS PER FORM 990 INSTRUCTIONS, BUT THESE EXPENSES ARE NOT NETTED AGAINST REVENUE FOR AUDITED FINANCIAL STATEMENT PURPOSES. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SISKEY AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 224971 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 210253 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 14718 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 14718 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 16371 | OtherDirectExpensesEvent1 |
| Name Of Event2 | DOWD DANCE | NameOfEvent2 |
| Gross Receipts Event2 | 171090 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 121090 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 50000 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 8208 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 56824 | RentFacilityCostsEvent2 |
| Entertainment Event2 | 44225 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 19644 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 40 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 1344179 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 1220284 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 123895 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 5000 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 56525 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 131443 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 11440 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 72769 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 211024 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1740240 | GrossReceiptsTotal |
| Charitable Contributions Total | 1551627 | CharitableContributionsTotal |
| Gross Revenue Total Events | 188613 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 5000 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 64733 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 202985 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 11440 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 116994 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 247039 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 648191 | DirectExpenseSummaryEvents |
| Net Income Summary | -459578 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREW CALHOUN | ||||||||||||||
| PRESIDENT | 312748 | 0 | 53632 | 0 | 17154 | 0 | 24667 | 0 | 18173 | 0 | 426374 | 0 | 0 | 0 |
| DAVID W DOVE | ||||||||||||||
| CHIEF FINANCIAL OFFCER | 206500 | 0 | 16284 | 0 | 1556 | 0 | 22413 | 0 | 10432 | 0 | 257185 | 0 | 0 | 0 |
| CARL L LOMAX | ||||||||||||||
| SENIOR VICE PRESIDENT - COO | 178696 | 0 | 33535 | 0 | 2222 | 0 | 22025 | 0 | 15981 | 0 | 252459 | 0 | 0 | 0 |
| DEAN JONES | ||||||||||||||
| SR. VP - FINANCIAL DEVELOP | 171471 | 0 | 16759 | 0 | 1440 | 0 | 19625 | 0 | 16130 | 0 | 225425 | 0 | 0 | 0 |
| MICHAEL DEVAUL | ||||||||||||||
| SR. VP - ORGANIZATIONAL AD | 136946 | 0 | 18160 | 0 | 4609 | 0 | 16312 | 0 | 15351 | 0 | 191378 | 0 | 0 | 0 |
| CONSTANCE KENDRICK | ||||||||||||||
| SR. VP - Y EXPERIENCE & MAR | 145569 | 0 | 11692 | 0 | 1310 | 0 | 16008 | 0 | 9058 | 0 | 183637 | 0 | 0 | 0 |
| PATRICIA RYAN | ||||||||||||||
| SR. VP - HUMAN RESOURCES | 141285 | 0 | 5100 | 0 | 1308 | 0 | 0 | 0 | 5639 | 0 | 153332 | 0 | 0 | 0 |
| STEVEN BOWERS | ||||||||||||||
| COMMUNITY VICE PRESIDENT | 130545 | 0 | 8028 | 0 | 868 | 0 | 14659 | 0 | 15231 | 0 | 169331 | 0 | 0 | 0 |
| CHARMAINE GUDGEON | ||||||||||||||
| COMMUNITY VICE PRESIDENT | 136008 | 0 | 100 | 0 | 883 | 0 | 13745 | 0 | 6091 | 0 | 156827 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | PART I, LINE 1A: FINANCIAL PLANNING SERVICES AND TAX PREPARATION BENEFITS ARE PROVIDED TO THE PRESIDENT AND SENIOR VICE PRESIDENTS. THIS TAXABLE BENEFIT WAS AVAILABLE TO SEVEN EMPLOYEES OF THE YMCA OF GREATER CHARLOTTE IN 2012. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| NORTH CAROLINA CAPITAL FACILITIES AGENCY | ||||||||
| A | 561592154 | 658190AC7 | 2007-03-20 | 22500000 | YMCA OF GREATER CHARLOTTE PROJECT SER 2007A | 0 | 0 | 0 |
| NORTH CAROLINA CAPITAL FACILITIES AGENCY | ||||||||
| B | 561592154 | 658190AC7 | 2007-03-20 | 22500000 | YMCA OF GREATER CHARLOTTE PROJECT SER 2007B | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|
| A | 1672500 | 6559041 | 89375 | 6469666 | 2009 | 1 | 0 | 1 | 1 |
| B | 1672500 | 6559041 | 89375 | 6469666 | 2009 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO | ||||||||||||
| A | 0 | 0 | 1 | 1 | 1 | 1 | 22.000000000000 | 0 | 0 | 0 | 0 | 0 |
| BANK OF AMERICA | ||||||||||||
| B | 0 | 0 | 1 | 1 | 1 | 1 | 22.000000000000 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part VI Form990ScheduleKPartVI (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART II, LINE 3: | THE DIFFERENCE IN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS DUE TO THE RETIREMENT OF BONDS AND A LINE OF CREDIT OUTSTANDING AT THE ISSUE DATE. |
| PART IV, LINE 2C: | THE REBATE CALCULATION WAS PERFORMED ON MAY 13, 2010. NO REBATE WAS DUE. |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 52728 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 279783 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | A THIRD PARTY BROKER IS USED TO SELL PUBLICLY TRADED SECURITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY RELATIONSHIPS BENNER B. CRIGLER, SR., TRUSTEE B. CRIGLER, DIRECTOR W. FRANK DOWD, IV, TRUSTEE W. FRANK DOWD, JR., TRUSTEE GRAEME M. KEITH, TRUSTEE INDIA KEITH, DIRECTOR RUSSELL ROBINSON, TRUSTEE BARNES HAUPTFUHRER, DIRECTOR | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE YMCA OF GREATER CHARLOTTE PREPARES THE FORM 990 IN COORDINATION WITH ITS EXTERNAL ACCOUNTING FIRM. THE FOLLOWING REPRESENTS THE FORM 990 REVIEW PROCESS IN CHRONOLOGICAL ORDER: 1. REVIEW BY THE YMCA'S SENIOR MANAGEMENT STAFF. THE FORM 990 IS SENT ELECTRONICALLY TO THE SENIOR MANAGEMENT STAFF AND THE OPPORTUNITY TO ASK QUESTIONS IS EXTENDED. 2. REVIEW BY THE ASSOCIATION AUDIT COMMITTEE. THE FORM 990 IS SENT ELECTRONICALLY TO ALL MEMBERS APPROXIMATELY ONE WEEK PRIOR TO THE AUDIT COMMITTEE MEETING. DURING THE MEETING, THE COMMITTEE REVIEWS THE FORM 990 AND DISCUSSES PROCEDURES FOR ITS COMPLETION. COMMITTEE QUESTIONS ARE ADDRESSED. 3. COPIES OF FORM 990 PROVIDED TO ALL MEMBERS OF THE ASSOCIATION BOARD OF DIRECTORS. THE FORM 990 IS SENT TO ALL MEMBERS APPROXIMATELY ONE WEEK PRIOR TO THE BOARD MEETING. QUESTIONS ARE INVITED BY TELEPHONE, E-MAIL AND IN PERSON DURING THE BOARD MEETING. 4. THE FORM 990 IS FILED UPON COMPLETION OF ALL LEVELS OF REVIEW. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE YMCA OF GREATER CHARLOTTE HAS A WRITTEN CONFLICT OF INTEREST POLICY. ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE AND SIGN AN ANNUAL DISCLOSURE STATEMENT. ADDITIONALLY, OFFICERS AND KEY MANAGEMENT EMPLOYEES OF THE YMCA WERE REQUIRED TO COMPLETE AND SIGN AN ANNUAL DISCLOSURE STATEMENT. THIS POLICY REQUIRES IMMEDIATE DISCLOSURE OF INTERESTS THAT COULD GIVE RISE TO CONFLICTS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE YMCA OF GREATER CHARLOTTE HAS A DETAILED AND RIGOROUS PROCESS FOR THE REVIEW AND DETERMINATION OF PRESIDENT AND EXECUTIVE COMPENSATION. THAT PROCESS INCLUDES AN EXECUTIVE COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT VOLUNTEERS. THESE VOLUNTEERS REVIEW INFORMATION INCLUDING INDEPENDENTLY GENERATED SURVEY INFORMATION FOR COMPARISON OF LIKE POSITIONS. IN 2012 THE COMPENSATION COMMITTEE REVIEWED SURVEY DATA PROVIDED BY SULLIVAN-COTTER, A COMPENSATION AND HUMAN RESOURCES MANAGEMENT FIRM, AND CASAGRANDE CONSULTING, AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTING FIRM TO ENSURE CONTINUED REASONABLENESS OF OVERALL COMPENSATION IN COMPARISON TO OTHER YMCA ORGANIZATIONS. THE COMMITTEE MEETS WITHOUT YMCA STAFF TO REVIEW, DISCUSS AND DETERMINE COMPENSATION FOR THE PRESIDENT AND TO REVIEW THE PRESIDENT'S RECOMMENDATIONS OF OTHER EXECUTIVES' COMPENSATION. NOTES ARE TAKEN DURING THE MEETING AND A LETTER IS PRODUCED TO THE COMMITTEE MEMBERS FOR APPROVAL AND RECORD KEEPING PURPOSES. THIS PROCESS WAS LAST USED IN FEBRUARY 2013 FOR THE FOLLOWING POSITIONS: PRESIDENT CHIEF OPERATING OFFICER CHIEF FINANCIAL OFFICER SENIOR VICE PRESIDENT OF FINANCIAL DEVELOPMENT SENIOR VICE PRESIDENT OF ORGANIZATIONAL ADVANCEMENT SENIOR VICE PRESIDENT OF Y EXPERIENCE AND MARKETING SENIOR VICE PRESIDENT OF HUMAN RESOURCES AND LEADERSHIP DEVELOPMENT | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE YMCA OF GREATER CHARLOTTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. | |
| FORM 990, PART VII, SECTION A1A: | THE YMCA OF GREATER CHARLOTTE HAS TRUSTEES THAT ARE NOT INCLUDED ON THIS SCHEDULE AS THEY ARE NON-VOTING. | TRUSTEES |
| SCHEDULE G, PART II | THROUGHOUT THE YEAR BRANCHES IN THE YMCA OF GREATER CHARLOTTE HOLD SPECIAL EVENTS SUCH AS PRAYER BREAKFASTS, TRIATHLONS, ROAD RACES, FITNESS-THONS, AUCTIONS, GOLF OUTINGS, COMMUNITY CELEBRATIONS AND OTHERS IN ORDER TO RAISE AWARENESS OF OUR MISSION, DEVELOP RELATIONSHIPS FOR FUTURE OUTREACH, CAPITAL AND ENDOWMENT DONOR OPPORTUNITIES AND TO BUILD GOODWILL IN THE COMMUNITIES IN WHICH OUR ASSOCIATION SERVES. EXPENSES TO HOLD SUCH EVENTS ARE ACCOUNTED FOR AS SPECIAL EVENTS RELATED EXPENSES. IN MANY CASES, SUCH EVENTS DO NOT GENERATE SUFFICIENT DIRECT REVENUE (OR ANY DIRECT REVENUE) TO COVER THE RELATED SPECIAL EVENTS EXPENSES. | SPECIAL EVENTS |
| SCHEDULE K, PART II, LINE 7 | OF THE TOTAL ISSUANCE COSTS FROM PROCEEDS ENTERED ON LINE 7, $164,750 IS RELATED TO ISSUANCE COSTS AND $14,000 IS RELATED TO CREDIT ENHANCEMENT FEES. | BOND ISSUANCE COSTS |
| SCHEDULE K, PART III, LINE 2 | THE YMCA OF GREATER CHARLOTTE HAS SEVERAL LEASE AGREEMENTS FOR RENTAL OF REAL PROPERTY WITH THIRD PARTY VENDORS THAT PROVIDE CERTAIN SERVICES FOR THE CONVENIENCE OF THE MEMBERS. THESE AGREEMENTS REPRESENT LESS THAN 0.6% OF THE TOTAL PROPERTY, WHICH IS CONSIDERED INSUBSTANTIAL. | LEASE ARRANGEMENTS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMP THUNDERBIRD | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 E MOREHEAD ST | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900329292 | EIN |
| Primary Activities | RESIDENT CAMP | PrimaryActivities |
| Legal Domicile State | NC | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 7 | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |