THOMPSON CHILD & FAMILY FOCUS: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THOMPSON CHILD & FAMILY FOCUS (EIN 56-0547460)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202611349349312676
- Schema version
- 2024v5.5
- 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 J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T17:49:56-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14815 BALLANTYNE VILLAGE WAY SUITE | AddressLine1Txt |
| Address Line2 | 300 | AddressLine2Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28277 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560547460 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMPSON CHILD & FAMILY FOCUS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 7045360375 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 ST PETERS LANE | AddressLine1Txt |
| City | MATTHEWS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA STEIN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7045360375 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHERINE A WARLICK | PreparerPersonNm |
| PTIN | P02065266 | PTIN |
| Phone | 7049985200 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM JONES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 ST PETERS LANE | AddressLine1Txt |
| City | MATTHEWS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $53,495,580 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THOMPSONCFF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1887 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | STRENGTHENING CHILDREN, FAMILIES AND COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 785 | TotalEmployeeCnt |
| Total Volunteers | 363 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,521,819 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,960,733 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $42,243,426 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $43,663,973 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,696,271 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,802,223 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$10,772 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $46,450,744 | PYTotalRevenueAmt |
| CY Total Revenue | $49,426,929 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,040,670 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,196,557 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,325,563 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,087,772 | PYOtherExpensesAmt |
| CY Other Expenses | $19,119,484 | CYOtherExpensesAmt |
| PY Total Expenses | $42,128,442 | PYTotalExpensesAmt |
| CY Total Expenses | $44,316,041 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,322,302 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,110,888 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $84,077,555 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,488,477 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,831,571 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,741,328 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $73,245,984 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $80,747,149 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOUNDED IN 1886, THOMPSON CHILD & FAMILY FOCUS IS CALLED TO STRENGTHEN CHILDREN, FAMILIES, AND COMMUNITIESDELIVERING MEASURABLE OUTCOMES THROUGH HEALING, TEACHING, WORSHIP, AND PLAY. FOR MORE THAN A CENTURY, THOMPSON HAS TRANSFORMED LIVES BY PROVIDING TRAUMA-INFORMED, EVIDENCE-BASED CARE ACROSS MENTAL HEALTH, FOSTER CARE, AND PREVENTION SERVICES. OUR WORK IS GROUNDED IN A WHOLE-HEALTH, TWO-GENERATION APPROACHRECOGNIZING THAT WHEN CHILDREN HEAL AND FAMILIES STABILIZE, ENTIRE COMMUNITIES THRIVE. WE ARE DRIVEN BY A CLEAR VISION: ALL CHILDREN HEALTHY, ALL FAMILIES THRIVING, AND ALL COMMUNITIES STRONG. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,730,915 | ExpenseAmt |
| Revenue | $19,755,178 | RevenueAmt |
| Desc | FOSTER CARE SERVICES: SEE SCHEDULE OACROSS EVERY PROGRAM AND EVERY COMMUNITY WE SERVE, THOMPSON REMAINS FOCUSED ON ONE OUTCOME: HELPING CHILDREN HEAL, FAMILIES STABILIZE, AND COMMUNITIES GROW STRONGER. OUR RESULTS DEMONSTRATE THAT WHEN EVIDENCE-BASED CARE MEETS COMPASSIONATE DELIVERY, TRANSFORMATION HAPPENSNOT JUST IN INDIVIDUAL LIVES, BUT ACROSS ENTIRE SYSTEMS.FOSTER CARE SERVICES HAS MADE GREAT STRIDES IN FY24-25. IN FOSTER CARE NC, THE TEAM SERVED A TOTAL OF 1335 CHILDREN ACROSS VARIOUS REGIONS, WITH 59 ADOPTIONS COMPLETED. THE PROGRAM LICENSED 80 NEW FOSTER HOMES, ACHIEVING A 93% SATISFACTION RATE AMONG FOSTER PARENTS AND 100% AMONG FOSTER YOUTH. NOTABLY, 97% OF YOUTH EXPERIENCED PLACEMENT STABILITY, AND 56% ACHIEVED PERMANENCY THROUGH ADOPTION OR REUNIFICATION. THE THOMPSON PLACEMENT STABILIZATION UNIT EXPANDED ITS SERVICES, SERVING 332 CHILDREN STATEWIDE AND ACHIEVING A 97% CLIENT SATISFACTION RATE. ADDITIONALLY, 84% OF YOUTH SHOWED MENTAL HEALTH GAINS, AND 99% HAD NO NEW INVOLVEMENT WITH LAW ENFORCEMENT POST-DISCHARGE. THE CASE MANAGEMENT PROGRAM SERVED 176 CLIENTS, WITH SIGNIFICANT ACHIEVEMENTS IN PLACEMENT STABILITY AND GOAL ATTAINMENT, BOASTING HIGH SATISFACTION RATES AMONG BOTH CAREGIVERS AND YOUTH. THESE OUTCOMES DEMONSTRATE OUR ABILITY TO NOT ONLY PROVIDE PLACEMENTS, BUT TO CREATE STABILITY, HEALING, AND LONG-TERM SUCCESS FOR CHILDREN AND FAMILIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,413,166 | ExpenseAmt |
| Revenue | $21,015,621 | RevenueAmt |
| Desc | MENTAL HEALTH SERVICES: SEE SCHEDULE OBUILDING ON THE STRONG OUTCOMES ACHIEVED IN FY23-24, THOMPSON CHILD & FAMILY FOCUS EXPANDED ITS REACH IN FY24-25 ACROSS MENTAL HEALTH, PREVENTION, AND FOSTER CARE SERVICES, WHILE SUSTAINING HIGH LEVELS OF CLIENT SATISFACTION, MEASURABLE MENTAL HEALTH IMPROVEMENT, AND WHOLE HEALTH GAINS FOR CHILDREN AND FAMILIES SERVED.THOMPSON MAINTAINS A COMPREHENSIVE CONTINUUM OF MENTAL HEALTH SERVICES FOR CHILDREN AND FAMILIES ACROSS OUR SERVICE AREAS, RANGING FROM OUTPATIENT THERAPY TO RESIDENTIAL SERVICES. OUR COMMITMENT IS TO MEET CHILDREN AND FAMILIES WHERE THEY ARE, STARTING IN THE LEAST RESTRICTIVE ENVIRONMENT WHILE BEING PREPARED TO OFFER THE HIGHEST LEVELS OF CARE WHEN NEEDED. BUILDING ON THE STRONG OUTCOMES ACHIEVED IN FY23-24, THOMPSON CHILD & FAMILY FOCUS EXPANDED ITS MENTAL HEALTH SERVICES IN FY24-25, SERVING CHILDREN AND FAMILIES THROUGH A CONTINUUM OF TRAUMA INFORMED, EVIDENCE BASED TREATMENT. IN FY24-25, 84% OF MENTAL HEALTH CLIENTS EXPERIENCED MEASURABLE MENTAL HEALTH GAINS, DEMONSTRATING CONTINUED PROGRESS TOWARD IMPROVED EMOTIONAL AND BEHAVIORAL WELL BEING. IN ADDITION, 96% OF CLIENTS REPORTED SATISFACTION WITH SERVICES RECEIVED, REFLECTING STRONG ENGAGEMENT AND PERCEIVED EFFECTIVENESS OF CARE. THOMPSON'S HOLISTIC APPROACH ALSO RESULTED IN 85% OF MENTAL HEALTH CLIENTS SHOWING IMPROVEMENT IN WHOLE HEALTH MEASURES FROM INTAKE TO DISCHARGE. THOMPSON PROVIDED 865 MENTAL HEALTH SERVICES THROUGH AN ARRAY OF EVIDENCE-BASED PRACTICES. WE ARE PROUD OF OUR AGENCY-WIDE TRAUMA-INFORMED CARE MODEL, CHILDREN AND RESIDENTIAL EXPERIENCES (CARE). ALL OUR STAFF RECEIVE TRAINING IN TRAUMA-INFORMED CARE, AND OUR MENTAL HEALTH TEAMS RECEIVE ADDITIONAL TRAINING IN MODELS SUCH AS TRAUMA-FOCUSED COGNITIVE BEHAVIORAL THERAPY (TF-CBT), FAMILY CENTERED TREATMENT (FCT), AND MULTI-SYSTEMIC THERAPY (MST). OUR EFFORTS HAVE YIELDED SIGNIFICANT RESULTS: 84% OF CLIENTS EXPERIENCED MENTAL HEALTH GAINS ACROSS THE AGENCY, EXCEEDING OUR GOAL OF 70%. 85% OF CLIENTS INCREASED THEIR WHOLE HEALTH SCORE FROM INTAKE TO DISCHARGE IN FY24-25. THESE RESULTS REFLECT MORE THAN SERVICE DELIVERY, THEY REPRESENT CHILDREN EXPERIENCING REAL HEALING, IMPROVED FUNCTIONING, AND STRONGER PATHWAYS FORWARD. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,391,388 | ExpenseAmt |
| Revenue | $2,893,174 | RevenueAmt |
| Desc | PREVENTION SERVICES: SEE SCHEDULE OPREVENTION SERVICES HAS ACHIEVED NOTABLE SUCCESS ACROSS ITS FRIENDS OF THE CHILDREN, CHILD DEVELOPMENT CENTER, AND FAMILY SUPPORT PROGRAMS. IN THE FRIENDS OF THE CHILDREN PROGRAM, 100% OF YOUTH WERE PROMOTED TO THE NEXT GRADE LEVEL, 100% REPORTED BEING PROUD OF WHO THEY ARE, 80% FEEL LESS WORRIED OR ANXIOUS WITH THEIR MENTOR, 100% REPORTED NO ILLEGAL DRUG USE OR PRESCRIPTION MISUSE, AND 97.78% SAID THEIR MENTOR MOTIVATES THEM ACADEMICALLY. THE PROGRAM SERVED 53 YOUTH AND THEIR CAREGIVERS, WITH HIGH SATISFACTION RATES REPORTED. TCDC SERVED 131 YOUTH, ACHIEVING A 99% PARENT SATISFACTION RATE AND SIGNIFICANT DEVELOPMENTAL OUTCOMES, INCLUDING 98% OF CHILDREN MAKING FRIENDS AND RESPONDING TO EMOTIONAL CUES. THE FAMILY SUPPORT PROGRAM SERVED 712 FAMILIES, WITH SATISFACTION RATES OF 97% FOR FAMILY EDUCATION AND 97% FOR FAMILY PRESERVATION. THE PROGRAM ALSO ACHIEVED 84% SUCCESSFUL DISCHARGES AND 82% FAMILY FUNCTION GAINS,DEMONSTRATINGITS EFFECTIVENESS IN SUPPORTING FAMILIES. THESE RESULTS REFLECT THE POWER OF EARLY INTERVENTIONSUPPORTING FAMILIES BEFORE CRISIS OCCURS AND CREATING LONG-TERM STABILITY FOR CHILDREN. THROUGHOUT THE 24-25 FY, THOMPSON MADE INCREDIBLE STRIDES BOTH IN ITS HOME STATE OF NORTH CAROLINA AND THE STATES OF SOUTH CAROLINA, FLORIDA, AND TENNESSEE. IMPLEMENTING A STRATEGIC BRANDING PLAN ALLOWED FOR OVER 4000% GROWTH IN SOCIAL, WEBSITE, AND ORGANIC AWARENESS. THIS ALLOWED FOR THE LARGEST NUMBER OF NEW PHILANTHROPIC SUPPORTERS THAT THE ORGANIZATION HAS SEEN IN OVER 10 YEARS. THIS ALSO ALLOWED FOR THE FULL ROLLOUT OF A COMPREHENSIVE ENGAGEMENT AND VOLUNTEER PLATFORM THAT OPENED MULTIPLE AVENUES FOR THE LARGER COMMUNITY TO COME ALONGSIDE THE MISSION OF THE ORGANIZATION AND CHANGE THE NARRATIVE OF THE THOUSANDS OF LIVES WE SERVE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $34,535,469 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 83 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 785 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA STEIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7045606075 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 SAINT PETERS LANE | AddressLine1Txt |
| City | MATTHEWS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28105 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| REBEKAH STIVERS | ||||||||
| BOARD CHAIR | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AT CASTILLO | ||||||||
| VICE CHAIR/SECRETARY | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SANDY WYCKOFF | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RYAN APT | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TIM BRODERICK | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| NADINE CASTRO | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JD COSTA | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JOSH CRAIG | ||||||||
| TRUSTEE (AS OF 9/18/24) | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GIOVANNI GALLO | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SARAH GORDON | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KRISTEN ELLIS | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW HERRNSTEIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HENRY IJAMS | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GREG MASCHING | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JANET MERLE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN MURCHISON | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTY SHEA | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JALILA SMITH | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| WILL JONES | ||||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $417,450 | $0 | $29,440 | |||
| LAURA STEIN | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $241,410 | $0 | $32,499 | |||
| ANTHONY JONES | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | $220,452 | $0 | $20,390 | Yes (X) | |||
| ANDREA SMITH | ||||||||
| CHIEF ADMINISTRATIVE OFFICER | 40.00 | $132,933 | $0 | $37,246 | Yes (X) | |||
| CECILIA HAAG | ||||||||
| CHIEF STRATEGY & INNOVATION | 40.00 | $193,715 | $0 | $11,427 | Yes (X) | |||
| DANNY WHITLEY | ||||||||
| CHIEF FACILITY OFFICER | 40.00 | $125,676 | $0 | $14,330 | Yes (X) | |||
| BAMIDELE AJAYI | ||||||||
| MEDICAL DIRECTOR | 40.00 | $200,640 | $0 | $0 | Yes (X) | |||
| TERESA LEES | ||||||||
| CHIEF PEOPLE OFFICER | 40.00 | $150,520 | $0 | $26,819 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,682,796 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $172,151 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BAKER DONELSON BEARMAN CALDWELL & BER | |||||
| 1600 WEST END AVENUE | NASHVILLE | TN | 37203 | LEGAL SERVICES | $217,082 |
| WIPFLI LLP | |||||
| PO BOX 8010 | WAUSAU | WI | 54402 | TRAINING/STAFF DEVELOPMENT | $179,568 |
| BEASLEY MEDIA GROUP LLC | |||||
| 3033 RIVIERA DRIVE SUITE 220 | NAPLES | FL | 34103 | ADVERTISING | $169,044 |
| HORNETS BASKETBALL LLC | |||||
| 333 EAST TRADE STREET | CHARLOTTE | NC | 28202 | MARKETING | $116,700 |
| CLIFTON LARSON ALLEN LLP | |||||
| PO BOX 740863 | ATLANTA | GA | 30374 | ACCOUNTING SERVICES | $114,251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $3,460 | FundraisingAmt |
| All Other Contributions | $3,957,273 | AllOtherContributionsAmt |
| Noncash Contributions | $45,306 | NoncashContributionsAmt |
| Total Contributions | $3,960,733 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICAID | 623990 | $26,790,277 | $26,790,277 |
| CONTRACTS FOR SERVICES | 624100 | $8,303,354 | $8,303,354 |
| DEPT. SOCIAL SERVICES | 624100 | $6,175,101 | $6,175,101 |
| OTHER PROGRAM FEES | 624100 | $1,265,781 | $1,265,781 |
| EARLY CHILDHOOD SERVICES TUITION | 624100 | $1,129,275 | $1,129,275 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $185 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $185 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $43,663,973 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,114,811 | TotalRevenueColumnAmt |
| Exclusion | $1,114,811 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,756,063 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,068,651 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $687,412 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $687,412 | TotalRevenueColumnAmt |
| Exclusion | $687,412 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,460 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,426,929 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,663,973 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,802,223 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $961,639 | TotalAmt |
| Program Services | $139,687 | ProgramServicesAmt |
| Management And General | $821,952 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,304,568 | TotalAmt |
| Program Services | $17,354,188 | ProgramServicesAmt |
| Management And General | $2,486,559 | ManagementAndGeneralAmt |
| Fundraising | $463,821 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,189 | TotalAmt |
| Program Services | $63,667 | ProgramServicesAmt |
| Management And General | $7,323 | ManagementAndGeneralAmt |
| Fundraising | $2,199 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,193,998 | TotalAmt |
| Program Services | $1,797,228 | ProgramServicesAmt |
| Management And General | $342,478 | ManagementAndGeneralAmt |
| Fundraising | $54,292 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,663,163 | TotalAmt |
| Program Services | $1,391,909 | ProgramServicesAmt |
| Management And General | $235,077 | ManagementAndGeneralAmt |
| Fundraising | $36,177 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,379 | TotalAmt |
| Management And General | $25,379 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,906 | TotalAmt |
| Program Services | $278,236 | ProgramServicesAmt |
| Management And General | $34,537 | ManagementAndGeneralAmt |
| Fundraising | $133 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,680 | TotalAmt |
| Management And General | $111,680 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,253,724 | TotalAmt |
| Program Services | $872,249 | ProgramServicesAmt |
| Management And General | $291,455 | ManagementAndGeneralAmt |
| Fundraising | $90,020 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,644,075 | TotalAmt |
| Program Services | $446,142 | ProgramServicesAmt |
| Management And General | $1,688,487 | ManagementAndGeneralAmt |
| Fundraising | $509,446 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $517,873 | TotalAmt |
| Program Services | $339,602 | ProgramServicesAmt |
| Management And General | $138,679 | ManagementAndGeneralAmt |
| Fundraising | $39,592 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $802,721 | TotalAmt |
| Program Services | $152,455 | ProgramServicesAmt |
| Management And General | $594,629 | ManagementAndGeneralAmt |
| Fundraising | $55,637 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,996 | TotalAmt |
| Program Services | $369,224 | ProgramServicesAmt |
| Management And General | $98,772 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $739,253 | TotalAmt |
| Program Services | $689,184 | ProgramServicesAmt |
| Management And General | $48,031 | ManagementAndGeneralAmt |
| Fundraising | $2,038 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $533,794 | TotalAmt |
| Program Services | $331,732 | ProgramServicesAmt |
| Management And General | $193,246 | ManagementAndGeneralAmt |
| Fundraising | $8,816 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,466 | TotalAmt |
| Management And General | $183,466 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522,867 | TotalAmt |
| Program Services | $417,382 | ProgramServicesAmt |
| Management And General | $100,271 | ManagementAndGeneralAmt |
| Fundraising | $5,214 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,800 | TotalAmt |
| Program Services | $348,128 | ProgramServicesAmt |
| Management And General | $38,438 | ManagementAndGeneralAmt |
| Fundraising | $5,234 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOSTER CARE | $6,595,881 | $6,595,881 | ||
| MAINTENANCE AND REPAIRS | $1,284,577 | $901,452 | $377,047 | $6,078 |
| BAD DEBTS | $752,457 | $429,982 | $322,475 | |
| OTHER EMPLOYEE EXPENSES | $512,110 | $339,587 | $146,685 | $25,838 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,466,925 | TotalAmt |
| Program Services | $1,277,554 | ProgramServicesAmt |
| Management And General | $168,343 | ManagementAndGeneralAmt |
| Fundraising | $21,028 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,316,041 | TotalAmt |
| Program Services | $34,535,469 | ProgramServicesAmt |
| Management And General | $8,455,009 | ManagementAndGeneralAmt |
| Fundraising | $1,325,563 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,608,358 | BOYAmt |
| EOY | $12,542,371 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,264,320 | BOYAmt |
| EOY | $2,763,274 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,533,420 | BOYAmt |
| EOY | $4,217,474 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,973,267 | BOYAmt |
| EOY | $3,252,289 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $576,987 | BOYAmt |
| EOY | $499,166 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $23,111,513 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,708,514 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,807,298 | BOYAmt |
| EOY | $11,402,999 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,653,072 | BOYAmt |
| EOY | $42,507,767 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,680,047 | BOYAmt |
| EOY | $13,637,504 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $980,786 | BOYAmt |
| EOY | $665,633 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,077,555 | BOYAmt |
| EOY | $91,488,477 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,208,624 | BOYAmt |
| EOY | $2,795,133 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,000 | BOYAmt |
| EOY | $9,637 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,333,334 | BOYAmt |
| EOY | $5,862,490 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,249,181 | BOYAmt |
| EOY | $1,138,725 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $999,432 | BOYAmt |
| EOY | $935,343 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,831,571 | BOYAmt |
| EOY | $10,741,328 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,172,966 | BOYAmt |
| EOY | $63,436,018 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,073,018 | BOYAmt |
| EOY | $17,311,131 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,245,984 | BOYAmt |
| EOY | $80,747,149 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,077,555 | BOYAmt |
| EOY | $91,488,477 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,110,888 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,050,493 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $339,784 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,472,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,491,815 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,227,268 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,521,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,960,733 | CurrentTaxYearAmt |
| Total | $18,673,792 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,472,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,491,815 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,227,268 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,521,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,960,733 | CurrentTaxYearAmt |
| Total | $18,673,792 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,346,227 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,327,565 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $937,891 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $977,122 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $623,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $816,480 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,114,811 | CurrentTaxYearAmt |
| Total | $4,470,104 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,143,896 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $169,769,276 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70550 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77200 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,679,360 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $346,607 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,984 | OtherExpendituresAmt |
| End Year Balance | $4,018,983 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,402,424 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $356,909 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $79,973 | OtherExpendituresAmt |
| End Year Balance | $3,679,360 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,116,675 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $301,170 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,421 | OtherExpendituresAmt |
| End Year Balance | $3,402,424 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,689,410 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$569,626 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,109 | OtherExpendituresAmt |
| End Year Balance | $3,116,675 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,901,911 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $749,679 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $37,820 | OtherExpendituresAmt |
| End Year Balance | $3,689,410 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.22860 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.32770 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.44370 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,428,832 | OtherCostOrOtherBasisAmt |
| Book Value | $1,428,832 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,504,182 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,582,640 | DepreciationAmt |
| Book Value | $9,921,542 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,178,499 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,125,874 | DepreciationAmt |
| Book Value | $52,625 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,402,999 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BENEFICIAL INTEREST-SPLIT-INTEREST | $214,415 | F |
| BENEFICIAL INTEREST-PERPETUAL TRUSTS | $9,404,106 | F |
| ENDOWMENT | $4,018,983 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $13,637,504 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED COMPENSATED ABSENCES | $610,007 |
| RIGHT OF USE LIABILITY | $325,336 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $935,343 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $51,852,810 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,050,493 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $35,604 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $339,784 | OtherRevenueAmt |
| Revenue Not Reported | $2,425,881 | RevenueNotReportedAmt |
| Revenue Subtotal | $49,426,929 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $49,426,929 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $44,351,645 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $35,604 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $35,604 | ExpensesNotReportedAmt |
| Expenses Subtotal | $44,316,041 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $44,316,041 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED, AS SPECIFIED BY THE DONORS, TO SUPPORT THE CHILD DEVELOPMENT CENTER, THE SCHOOL, OUTDOOR SPORTS, EDUCATIONAL PURPOSES, CARE FOR ABUSED CHILDREN, SUMMER RECREATION PROGRAMS, SPECIAL NEEDS IN THE EARLY CHILDHOOD PROGRAM, AND FOR REPAIR AND MAINTENANCE OF THE CHAPEL, THE COTTAGES, A PLAYGROUND AND OTHER AGENCY FACILITIES. |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE(IRC). ADDITIONALLY, THE ORGANIZATION IS NOT A PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE SECTION 509(A)(1). THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OF OTHER TAXES. U.S. GAAP REQUIRES AN ORGANIZATION TO RECOGNIZE A TAX BENEFIT OF EXPENSE FROM UNCERTAIN TAX POSITION IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT BELIEVES THE ORGANIZATION HAD NO UNCERTAIN TAX POSITION AS OF JUNE 30, 2025 OR 2024. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 11,640. CHANGE IN VALUE OF PERPETUAL TRUSTS 606,194. CHANGE IN VALUE OF SWAP AGREEMENT -278,050. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILL JONES | ||||||||||||||
| PRESIDENT/CEO | $334,125 | $0 | $83,325 | $0 | $0 | $0 | $0 | $0 | $29,440 | $0 | $446,890 | $0 | $0 | $0 |
| LAURA STEIN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $184,339 | $0 | $57,071 | $0 | $0 | $0 | $5,872 | $0 | $26,627 | $0 | $273,909 | $0 | $0 | $0 |
| ANTHONY JONES | ||||||||||||||
| CHIEF OPERATING OFFICER | $157,586 | $0 | $54,244 | $0 | $8,622 | $0 | $4,728 | $0 | $15,662 | $0 | $240,842 | $0 | $0 | $0 |
| CECILIA HAAG | ||||||||||||||
| CHIEF STRATEGY & INNOVATION | $175,969 | $0 | $17,746 | $0 | $0 | $0 | $2,690 | $0 | $8,737 | $0 | $205,142 | $0 | $0 | $0 |
| BAMIDELE AJAYI | ||||||||||||||
| MEDICAL DIRECTOR | $200,640 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $200,640 | $0 | $0 | $0 |
| TERESA LEES | ||||||||||||||
| CHIEF PEOPLE OFFICER | $137,416 | $0 | $13,104 | $0 | $0 | $0 | $1,598 | $0 | $25,221 | $0 | $177,339 | $0 | $0 | $0 |
| ANDREA SMITH | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFICER | $118,978 | $0 | $13,955 | $0 | $0 | $0 | $1,449 | $0 | $35,797 | $0 | $170,179 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | SOME EMPLOYEES DO RECEIVE BONUSES AT YEAR END. AMOUNTS ARE DISCRETIONARY IN NATURE. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MECKLENBURG COUNTY INDUSTRIAL FACILITIES & POLLUTION CONTROL FINANCING AUTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 561393824 | BondIssuerEIN |
| Bond Issued | 2010-10-14 | BondIssuedDt |
| Issue Price | $11,560,000 | IssuePriceAmt |
| Purpose | CAPITAL EXPENDITURES | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $5,685,044 | RetiredAmt |
| Total Proceeds | $11,560,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $114,397 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $9,005,603 | CapitalExpendituresAmt |
| Other Spent Proceeds | $2,440,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2011 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM JONES | PersonNm |
| Relationship With Org | PRES/CEO | RelationshipWithOrgTxt |
| Loan Purpose | FUND LIFE INSURANCE PREMIUM PER COMPENSATION ARRANGEMENT | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $2,973,267 | OriginalPrincipalAmt |
| Balance Due | $3,252,289 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $3,252,289 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $43,156 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GIFT CARDS | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,150 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | COLUMN B REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | IN FY2425, THOMPSON CONTINUED TO EXPAND BOTH ITS REACH AND ITS IMPACT ACROSS NORTH CAROLINA, SOUTH CAROLINA, FLORIDA, AND EXPANDED INTO TENNESSEE PROVIDING RESIDENTIAL CASE MANAGEMENT, SERVING THOUSANDS OF CHILDREN AND FAMILIES THROUGH A COORDINATED CONTINUUM OF CARE. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE AND CONSISTS OF THE (I) CHAIR OF THE BOARD OF TRUSTEES, (II) VICE CHAIR OF THE BOARD OF TRUSTEES, (III) CHAIRS OF EACH OF THE FINANCE COMMITTEE, THE DEVELOPMENT COMMITTEE AND THE FOUNDATION COMMITTEE, AND (IV) SECRETARY OF THE BOARD OF TRUSTEES. THE CHAIR OF THE BOARD OF TRUSTEES MAY NOMINATE UP TO FOUR OTHER AT-LARGE TRUSTEES TO SERVE ON THE EXECUTIVE COMMITTEE FOR APPROVAL AND APPOINTMENT BY THE BOARD OF TRUSTEES. NO TRUSTEE IS ELIGIBLE FOR APPOINTMENT TO THE EXECUTIVE COMMITTEE AS AN AT-LARGE TRUSTEE UNLESS SUCH TRUSTEE SERVED AS A TRUSTEE OR AS A NON-TRUSTEE MEMBER OF A COMMITTEE OF THE BOARD OF TRUSTEES DURING THE IMMEDIATELY PRECEDING YEAR. THE EXECUTIVE COMMITTEE IS AUTHORIZED TO ACT ON BEHALF OF THE BOARD OF TRUSTEES BETWEEN BOARD MEETINGS, EXCEPT THAT IT DOES NOT HAVE AUTHORITY TO AMEND THE ORGANIZATION'S BYLAWS OR ARTICLES OF INCORPORATION, TAKE ACTIONS THAT CONFLICT WITH POLICIES OR RESOLUTIONS ADOPTED BY THE BOARD, OR TAKE ACTIONS CONTRARY TO LAW. THE EXECUTIVE COMMITTEE PROVIDES COUNSEL AND ASSISTANCE IN EVALUATING AND MAINTAINING THE ORGANIZATION'S PROGRAMS AND SERVICES, DEVELOPS AND MONITORS SHORT AND LONGTERM STRATEGIC GOALS, OVERSEES TRUSTEE RECRUITMENT, PREPARES SLATES OF NOMINEES FOR OFFICERS AND TRUSTEES, SUPPORTS TRUSTEE ORIENTATION AND EDUCATION, AND COORDINATES TRUSTEE PERFORMANCE EVALUATIONS. THE EXECUTIVE COMMITTEE REPORTS TO THE FULL BOARD OF TRUSTEES AT LEAST ANNUALLY ON MATTERS WITHIN ITS AUTHORITY, INCLUDING RISK MANAGEMENT, INSURANCE, AND REAL PROPERTY MATTERS. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION AMENDED IT'S BYLAWS IN JUNE 2025. THE CHANGES SERVE TO MODERNIZE AND CLARIFY GOVERNANACE, STRENGTHEN PROECTIONS FOR TRUSTEES AND OFFICERS, FORMALIZE MEETING AND COMMITTEE PROCEDURES, AND CLARIFY ELIGIBILITY, TERMS, AND ROLES. SPECIFIC CHANGES INCLUDED: * THE MINIMUM AND MAXIMUM NUMBER OF TRUSTEES IS SET (NO LESS THAN 10, NO MORE THAN 20, AIMING FOR AT LEAST 15), WITH CLEARER ELECTION AND TERM PROCEDURES. * REGULAR MEETINGS ARE SPECIFIED TO OCCUR AT A MINIMUM IN THE SECOND QUARTER, AND EACH CALENDAR QUARTER WHERE PRACTICAL, AND NOTICE REQUIREMENTS WERE UPDATED TO INCLUDE TIMING AND ACCEPTABLE COMMUNICATION METHODS. *TRUSTEES MAY PARTICIPATE IN MEETINGS BY ELECTRONIC MEANS, AND ACTIONS MAY BE TAKEN WITHOUT A MEETING IF ALL MEMBERS CONSENT IN WRITING OR ELETRONICALLY. PROXY VOTING IS EXPLICITLY PROHIBITED. * COMMITTEE STRUCTURE, COMPOSITION, ELECTION, MEETINGS, AUTHORITY, AND REPORTING REQUIREMENTS ARE CLARIFIED AN UPDATED. * THE CONFLICT OF INTEREST PROVISIONS HAVE BEEN STRENGTHENED INCLUDING DISCLOSURE REQUIREMENTS AND ABSENTION FROM VOTING. * INDEMNIFICATION PROVISIONS HAVE BEEN EXPENADED TO COVER TRUSTEES, OFFICERS, AND COMMITTEE MEMBERS, INCLUDING FORMER MEMBERS. * AMENDMENT PROCEDURES INCLUDE PROVIDING WRITTEN NOTICE AND A TWO-THIRDS VOTE AT A MEETING WITH A QUORUM. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE OVERALL REVIEW STRATEGY FOR THE FORM 990 ENSURES THAT THE FILING IS COMPLETED BY THE CHIEF FINANCIAL OFFICER OR DESIGNEE FROM THE FINANCE TEAM AND REVIEWED BY THE PRESIDENT/CEO, THE CHIEF DEVELOPMENT OFFICER, THE FINANCE COMMITTEE AND THE BOARD OF TRUSTEES PRIOR TO FILING. REVIEW BY THE FINANCE COMMITTEE - PRIOR TO THE SCHEDULED MEETING, AN ELECTRONIC VERSION OF THE FORM 990 IS DISTRIBUTED TO THE MEMBERS OF THE FINANCE COMMITTEE FOR REVIEW. ORGANIZATION STAFF ARE AVAILABLE TO ASSIST IN THIS REVIEW VIA TELEPHONE OR EMAIL AS NEEDED. DURING THE MEETING, THE ORGANIZATION DESIGNEE PRESENTS THE DOCUMENT TO THE MEMBERS OF THE COMMITTEE AND ALL QUESTIONS ARE ADDRESSED. IF A COMMITTEE MEETING IS NOT POSSIBLE PRIOR TO THE FILING DEADLINE, ALL QUESTIONS ARE ADDRESSED VIA EMAIL OR PHONE. REVIEW BY THE BOARD OF TRUSTEES OR EXECUTIVE COMMITTEE - PRIOR TO THE SCHEDULED MEETING, AN ELECTRONIC VERSION OF THE FORM 990 IS DISTRIBUTED TO THE MEMBERS OF THE BOARD OR COMMITTEE FOR REVIEW. ORGANIZATION STAFF ARE AVAILABLE TO ASSIST IN THIS REVIEW VIA TELEPHONE OR EMAIL AS NEEDED. DURING THE MEETING, THE CHAIR OF THE FINANCE COMMITTEE PRESENTS THE DOCUMENT TO THE MEMBERS OF THE BOARD OF TRUSTEES OR EXECUTIVE COMMITTEE AND ALL QUESTIONS ARE ADDRESSED. IF A COMMITTEE MEETING IS NOT POSSIBLE PRIOR TO THE FILING DEADLINE, ALL QUESTIONS ARE ADDRESSED VIA EMAIL OR PHONE. FOLLOWING THE REVIEW PROCESS, THE FORM 990 IS FILED PRIOR TO THE DUE DATE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE BOARD OF TRUSTEES MEMBERS ARE ASKED TO COMPLETE AND SIGN A DISCLOSURE AND AFFIRMATION STATEMENT AND A BOARD OF TRUSTEES CONFLICT OF INTEREST POLICY VIA DOCUSIGN. THESE COMPLETED DOCUMENTS ARE KEPT WITH BOARD OF TRUSTEES RECORDS. IN BOARD MEETINGS, ALL POTENTIAL CONFLICTS OF INTEREST ARE DOCUMENTED AND BOARD MEMBERS INVOLVED ABSTAIN FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT/CEO'S COMPENSATION IS DOCUMENTED IN ACCORDANCE WITH THE WRITTEN COMPENSATION PROCEDURES FOR THAT SPECIFIC POSITION. IT IS ADMINISTERED BY THE BOARD OF TRUSTEES AND IS EXCLUDED FROM THE STANDARD THOMPSON CHILD & FAMILY FOCUS SALARY ADMINISTRATION COMPENSATION PLAN. THE CHAIR OF THOMPSON'S BOARD, ALONG WITH THE EXECUTIVE COMMITTEE, IS RESPONSIBLE FOR REVIEWING THE CEO'S PERFORMANCE FOR THE FISCAL YEAR TAKING INTO CONSIDERATION PROGRAM MANAGEMENT, BUDGET DISCIPLINE, ADHERENCE TO THE MISSION, THE EMPLOYEES AND HOW WE TREAT THOSE WE SERVE. THE EXECUTIVE COMMITTEE THEN RECOMMENDS TO THE FULL BOARD THE AMOUNT OF BASE COMPENSATION INCREASE FOR THE ENSUING FISCAL YEAR AS WELL AS WHAT PERCENTAGE BONUS IS TO BE AWARDED FOR THE CURRENT FISCAL YEAR. ASIDE FROM HIS/HER PERFORMANCE AS THE CEO, THE EXECUTIVE COMMITTEE AND BOARD ALSO TAKE INTO CONSIDERATION THE COMPENSATION OF OTHER CEOS OF SIMILAR SIZE ORGANIZATIONS LOCALLY, REGIONALLY, AND NATIONALLY. THE FULL BOARD REVIEWS THESE METRICS AND THEN VOTES ON THE EXECUTIVE COMMITTEE COMPENSATION RECOMMENDATION. THE PRESIDENT/CEO DETERMINES THE OVERALL COMPENSATION FOR KEY EMPLOYEES (EXECUTIVE LEADERSHIP TEAM) BASED ON JOB PERFORMANCE, SCOPE OF WORK, CULTURE FIT, FISCAL PERFORMANCE, AND COMPARATIVE COMPENSATION DATA. PEOPLE OPERATIONS REVIEWS COMPENSATION DATA OF SIMILAR POSITIONS IN THE NON-PROFIT HUMAN SERVICE MARKET IN CHARLOTTE, NC ANNUALLY UTILIZING DATA FROM VARIOUS SOURCES TO INCLUDE BUT NOT LIMITED TO GUIDE STAR NON-PROFIT, INDEED, LINKEDIN, BLUEWATER NONPROFIT SOLUTIONS AND COMPETITOR INFORMATION. UTILIZING DIVERSE FORMS OF COMPENSATION DATA ENSURES EQUITY, FAIRNESS, AND MARKET COMPETITIVENESS WITHIN THE HUMAN SERVICES SECTOR. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 11,640. CHANGE IN VALUE OF PERPETUAL TRUSTS 606,194. CHANGE IN VALUE OF SWAP AGREEMENT -278,050. THOMPSON EXPANDED OPERATIONS INTO TENNESSEE OPERATING WITH THE STATE OF TENNESSEE FOR RESIDENTIAL CASE MANAGEMENT. |
| FORM 990, PART XII, LINE 2C | OVERSIGHT AND SELECTION PROCESS IS UNCHANGED FROM PRIOR YEAR. |