Civic Intelligence

Carolinas Care Partnership

990 • Fiscal year 2017 • EIN 31-1768358

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 07, 2017

Organization Profilewww.carolinascare.org

View Organization Page

5855 Executive Center DriveCharlotte, NC 28212

(704) 531-2467

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

81st percentile

0.39x

Higher debt load relative to assets than 81% of similar nonprofits.

2017 filings • NTEE G • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

60th percentile

0.12x

Higher debt load relative to revenue than 60% of similar nonprofits.

2017 filings • NTEE G • $1M-$5M nonprofits • Source year 2017

Net Margin

25th percentile

-0.7%

Higher net margin than 25% of similar nonprofits.

2017 filings • NTEE G • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

61st percentile

$84,562

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

33rd percentile

2.7%

Faster asset growth than 33% of similar nonprofits.

2017 filings • NTEE G • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

24th percentile

-6.1%

Faster revenue growth than 24% of similar nonprofits.

2017 filings • NTEE G • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$580,226

Up $286,636 (+98%) from 2015

Net Assets

Up

$354,463

Up $123,154 (+53%) from 2015

Liabilities

Up

$225,763

Up $163,482 (+262%) from 2015

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin25th percentile

Revenue

Up

$1,843,912

Up $13,920 (+0.8%) from 2015

Expenses

Up

$1,857,705

Up $89,980 (+5.1%) from 2015

Net Income

Down

-$13,793

Down $76,060 (-122%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $337,010Liabilities 2012: $105,008Net Assets 2012: $232,0022012Assets 2013: $385,932Liabilities 2013: $109,053Net Assets 2013: $276,8792013Assets 2014: $269,169Liabilities 2014: $100,127Net Assets 2014: $169,0422014Assets 2015: $293,590Liabilities 2015: $62,281Net Assets 2015: $231,3092015Assets 2017: $580,226Liabilities 2017: $225,763Net Assets 2017: $354,4632017Assets 2019: $1,274,598Liabilities 2019: $428,228Net Assets 2019: $846,3702019Assets 2020: $1,505,227Liabilities 2020: $473,227Net Assets 2020: $1,032,0002020Assets 2021: $1,618,683Liabilities 2021: $589,235Net Assets 2021: $1,029,4482021Assets 2022: $1,682,197Liabilities 2022: $439,914Net Assets 2022: $1,242,2832022Assets 2024: $3,770,692Liabilities 2024: $835,732Net Assets 2024: $2,934,9602024

Highlighted filing

2017

Assets$580,226
Liabilities$225,763
Net Assets$354,463
Open 2017 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $1,500,8282012Expenses 2013: $1,489,0802013Revenue 2014: $1,418,023Expenses 2014: $1,525,860Net Income 2014: -$107,8372014Revenue 2015: $1,829,992Expenses 2015: $1,767,725Net Income 2015: $62,2672015Revenue 2017: $1,843,912Expenses 2017: $1,857,705Net Income 2017: -$13,7932017Revenue 2019: $2,948,163Expenses 2019: $2,833,849Net Income 2019: $114,3142019Revenue 2020: $3,299,011Expenses 2020: $3,113,381Net Income 2020: $185,6302020Revenue 2021: $3,547,116Expenses 2021: $3,549,668Net Income 2021: -$2,5522021Revenue 2022: $3,881,134Expenses 2022: $3,668,299Net Income 2022: $212,8352022Revenue 2024: $6,600,789Expenses 2024: $4,944,811Net Income 2024: $1,655,9782024

Highlighted filing

2017

Revenue$1,843,912
Expenses$1,857,705
Net Income-$13,793
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 7, 2017
Return Version
2016v3.0
Gross Receipts
$1,849,567
Mission and Program Overview

Mission

To foster and ensure a regional approach to prevent the spread of HIV and AIDS, and to meet with compassion and dignity the needs of those affected by these diseases.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$288,998$275,763▼ $13,235
Cash and Non-Interest-Bearing Accounts$113,727$149,866▲ $36,139
Pledges and Grants Receivable$144,264$131,086▼ $13,178
Accounts Receivable-$11,337-
Prepaid Expenses and Deferred Charges$4,105$4,090▼ $15
Receivables From Officers Etc$5,000$4,000▼ $1,000
Other Notes and Loans Receivable, Net$5,000$150▼ $4,850
Savings and Temporary Cash Investments-$0-
Receivable From Disqualified Prsn-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$565,012$580,226▲ $15,214
Other Assets Total$3,918$3,934▲ $16
Liabilities
Accounts Payable and Accrued Expenses$185,316$215,580▲ $30,264
Mortgage Notes Payable Secured by Investment Property$11,440$10,183▼ $1,257
Total Liabilities$196,756$225,763▲ $29,007
Net Assets / Fund Balance
Unrestricted Net Assets$343,909$330,542▼ $13,367
Temporarily Rstr Net Assets$24,347$23,921▼ $426
Total Net Assets Fund Balance$368,256$354,463▼ $13,793
Total Liabilities and Net Assets / Fund Balance$565,012$580,226▲ $15,214

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$174,458$13,892$188,350
Land$72,650-$72,650
Equipment$28,655$26,132$54,787
Other Land Buildings-$14,774$14,774
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon WarrenExecutive DirecFT$67,953$16,609$84,562
Kathy KurtzFinance DirecFT$73,298$8,590$81,888

Board Members and Trustees

NameTitle
Richard GrimstadChair
Chevonna NimmonsVice Chair
J Wesley ThompsonDirector
Justin GerenDirector
Richard MillsDirector
Soree FinleyDirector
Susan Reif PHDDirector
Paula ToyntonSecretary
Rev Cliff MatthewsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,831,528
Program Service Revenue
$16,364
Investment Income
$0
Other Revenue
$-3,980
All Other Contributions
$49,719
Change in Net Assets
$-13,793

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,843,912
Revenue Not Reported on Form 990
$5,655
Total Revenue per Audited Statements
$1,849,567
Total Revenue per Form 990
$1,843,912
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$786,850
Salaries, Compensation, and Employee Benefits$785,312
Other Expenses$285,543
Total Fundraising Expense$16,383
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$456,396$13$10$456,419
Grants to Domestic Individuals$415,635--$415,635
Grants to Domestic Orgs$371,215--$371,215
Current Officers, Directors, Trustees, and Key Employees$104,333$37,802$8,427$150,562
Other Employee Benefits$110,165$7,430$1,658$119,253
Payroll Taxes$50,270$3,390$756$54,416
Occupancy$45,172$3,039$678$48,889
Travel$39,389$2,656$593$42,638
Office Expenses$26,603$1,794$400$28,797
All Other Expenses$18,029$1,471$2,989$22,489
Fees for Services Other$5,878$14,871$80$20,829
Insurance$17,973$2,559$270$20,802
Information Technology$14,725$993$222$15,940
Depreciation Depletion$13,289$473$105$13,867
Other Expenses$8,650$583$130$9,363
Pension Plan Contributions$4,307$290$65$4,662
Interest-$1,825-$1,825
Total Functional Expenses$1,762,133$79,189$16,383$1,857,705

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,863,360
Expenses per Audited Statements$1,857,705
Total Expenses per Form 990$1,857,705
Expenses Not Reported on Form 990$5,655
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
House of MercyBelmont, NC501(c)(3)For supportive & operating expenses$85,000
McLeod Addictive Disease CenterCharlotte, NC501(c)(3)For in-patient substance abuse treatment$60,000
Hope HavenCharlotte, NC501(c)(3)For supportive services$54,824
Positive Wellness AllianceLexington, NC501(c)(3)Emergency assistance & housing info$36,825
Urban Ministry CenterCharlotte, NC501(c)(3)For supportive services & operating$27,045
Crisis Assistance MinistryCharlotte, NC501(c)(3)For short term emergency assistance$26,486
Different Roads Home IncHuntersville, NC501(c)(3)Emergency assistance & housing info$26,066
Affinity HealthRock Hill, SC501(c)(3)Emergency assist & housing serv.$21,195
Community LinkCharlotte, NC501(c)(3)Housing information & support svcs.$9,879
The Havens IncCharlotte, NC501(c)(3)For operating expenses$8,548
Mens Shelter of CharlotteCharlotte, NC501(c)(3)Housing information & support svcs.$6,458
Progressive Recovery OutreachCharlotte, NC501(c)(3)For supportive services & housing$5,980
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,655
Fundraising Gross Income$1,675
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$5,000$4,000▼ $1,000
Receivables from Disqualified Persons-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Copy to be given to treasurer of board for review.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board members and employees are required to sign statement indicating any known conflicts of interest.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Salary based on job description/experience and education relative to others in the field.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Made available upon request.”

Filing and Contact Details

Filer

Filer Name
Carolinas CARE Partnership
EIN
31-1768358
Phone
7045312467
Address
5855 Executive Center Drive, Charlotte, NC 28212

Signing Officer

Name
Shannon Warren
Title
Executive Director
Signed
2017-12-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shannon Warren
Formed
1990
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
15
Volunteers
30

Preparer

Firm
C DeWitt Foard & Co PA CPAs
Address
817 E Morehead Street Ste 100, Charlotte, NC 28202-2767
Preparer
Phillip G Wilson
Phone
7043721515
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Special event expenses $5655”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Special event expenses $5655”

Raw XML AppendixShowing 400 of 695 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0185316
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0215580
IRS990/AccountsReceivableGrp/EOYAmt011337
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To foster and ensure a regional approach to prevent the spread of HIV and AIDS, and to meet with compassion and dignity the needs of those affected by these diseases.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt049719
IRS990/AllOtherExpensesGrp/FundraisingAmt02989
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01471
IRS990/AllOtherExpensesGrp/ProgramServicesAmt018029
IRS990/AllOtherExpensesGrp/TotalAmt022489
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Kathy Kurtz
IRS990/BooksInCareOfDetail/PhoneNum07045312467
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05855 Executive Center Drive
IRS990/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028212
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0113727
IRS990/CashNonInterestBearingGrp/EOYAmt0149866
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt08427
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt037802
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0104333
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0150562
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContriRptFundraisingEventAmt03978
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01831528
IRS990/CYGrantsAndSimilarPaidAmt0786850
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0285543
IRS990/CYOtherRevenueAmt0-3980
IRS990/CYProgramServiceRevenueAmt016364
IRS990/CYRevenuesLessExpensesAmt0-13793
IRS990/CYSalariesCompEmpBnftPaidAmt0785312
IRS990/CYTotalExpensesAmt01857705
IRS990/CYTotalFundraisingExpenseAmt016383
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01843912
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt0105
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0473
IRS990/DepreciationDepletionGrp/ProgramServicesAmt013289
IRS990/DepreciationDepletionGrp/TotalAmt013867
IRS990/Desc0The Housing Opportunities for Persons with AIDS (HOPWA)- The HOPWA MSA program served a total of 423 unduplicated clients and an additional 157 family memberswith short term emergency assistance with rent, mortgage and utility payments, support services, end of life care, in-patient substance abuse treatment, housing information services and tenant-based rental vouchers.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0true
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt015
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt01284940
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt080
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt014871
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt05878
IRS990/FeesForServicesOtherGrp/TotalAmt020829
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt916609
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt108590
IRS990/Form990PartVIISectionAGrp/PersonNm0Paula Toynton
IRS990/Form990PartVIISectionAGrp/PersonNm1Richard Mills
IRS990/Form990PartVIISectionAGrp/PersonNm2Richard Grimstad
IRS990/Form990PartVIISectionAGrp/PersonNm3Justin Geren
IRS990/Form990PartVIISectionAGrp/PersonNm4Chevonna Nimmons
IRS990/Form990PartVIISectionAGrp/PersonNm5Soree Finley
IRS990/Form990PartVIISectionAGrp/PersonNm6J Wesley Thompson
IRS990/Form990PartVIISectionAGrp/PersonNm7Susan Reif PHD
IRS990/Form990PartVIISectionAGrp/PersonNm8Rev Cliff Matthews
IRS990/Form990PartVIISectionAGrp/PersonNm9Shannon Warren
IRS990/Form990PartVIISectionAGrp/PersonNm10Kathy Kurtz
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt967953
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1073298
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Executive Direc
IRS990/Form990PartVIISectionAGrp/TitleTxt10Finance Direc
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt03978
IRS990/FundraisingDirectExpensesAmt05655
IRS990/FundraisingGrossIncomeAmt01675
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt01777831
IRS990/GrantAmt0777190
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0415635
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0415635
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0371215
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0371215
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01849567
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0222
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0993
IRS990/InformationTechnologyGrp/ProgramServicesAmt014725
IRS990/InformationTechnologyGrp/TotalAmt015940
IRS990/InsuranceGrp/FundraisingAmt0270
IRS990/InsuranceGrp/ManagementAndGeneralAmt02559
IRS990/InsuranceGrp/ProgramServicesAmt017973
IRS990/InsuranceGrp/TotalAmt020802
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt01825
IRS990/InterestGrp/TotalAmt01825
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt054798
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0288998
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0275763
IRS990/LandBldgEquipCostOrOtherBssAmt0330561
IRS990/LegalDomicileStateCd0NC
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0true
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To foster and ensure a regional approach to prevent the spread of HIV and AIDS, and to meet with compassion and dignity the needs of those affected by these diseases.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt011440
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt010183
IRS990/NetAssetsOrFundBalancesBOYAmt0368256
IRS990/NetAssetsOrFundBalancesEOYAmt0354463
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-3980
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-3980
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0678
IRS990/OccupancyGrp/ManagementAndGeneralAmt03039
IRS990/OccupancyGrp/ProgramServicesAmt045172
IRS990/OccupancyGrp/TotalAmt048889
IRS990/OfficeExpensesGrp/FundraisingAmt0400
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01794
IRS990/OfficeExpensesGrp/ProgramServicesAmt026603
IRS990/OfficeExpensesGrp/TotalAmt028797
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt03918
IRS990/OtherAssetsTotalGrp/EOYAmt03934
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01658
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07430
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0110165
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0119253
IRS990/OtherExpensesGrp/Desc0Testing supplies
IRS990/OtherExpensesGrp/Desc1Meetings
IRS990/OtherExpensesGrp/Desc2Home inspections
IRS990/OtherExpensesGrp/Desc3Telephone
IRS990/OtherExpensesGrp/FundraisingAmt0130
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0583
IRS990/OtherExpensesGrp/ProgramServicesAmt032790
IRS990/OtherExpensesGrp/ProgramServicesAmt117864
IRS990/OtherExpensesGrp/ProgramServicesAmt29450
IRS990/OtherExpensesGrp/ProgramServicesAmt38650
IRS990/OtherExpensesGrp/TotalAmt032790
IRS990/OtherExpensesGrp/TotalAmt117864
IRS990/OtherExpensesGrp/TotalAmt29450
IRS990/OtherExpensesGrp/TotalAmt39363
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt010
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0456396
IRS990/OtherSalariesAndWagesGrp/TotalAmt0456419
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt05000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0150
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0756
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03390
IRS990/PayrollTaxesGrp/ProgramServicesAmt050270
IRS990/PayrollTaxesGrp/TotalAmt054416
IRS990/PensionPlanContributionsGrp/FundraisingAmt065
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0290
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04307
IRS990/PensionPlanContributionsGrp/TotalAmt04662
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0144264
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0131086
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04105
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04090
IRS990/PrincipalOfficerNm0Shannon Warren
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0Residential rental
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt016364
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016364
IRS990/ProgSrvcAccomActy2Grp/Desc0The ITTS program provides HIV, Syphilis and Hepatitis C prevention, education and testing at 15 sites across Mecklenburg, Union and Cabarrus counties. The ITTS program has tested a total of 1,696 individuals for HIV. 37 were found to be positive and all were linked to care. 549 people were tested for Syphilis and 20 were found to be positive and were linked to care. 124 people were tested for the Hepatitis C virus and 8 were found to be positive and were linked to care.ARTAS The ARTAS (Anti-Retroviral Treatment Access Services) Program is specifically funded to link newly diagnosed and previously-diagnosed but out-of-care individuals to HIV medical care. The ARTAS program served 51 people in FY17 with assistance in locating, making appointments with, and finding payor sources for medical care. ARTAS is an evidence-based, individual level public health strategy designed to ensure that everyone who is HIV positive has access to medical care and treatment.SACSAC (Substance Abuse Center) Testing is specifically funded to test at-risk individuals in substance abuse treatment centers. SAC staff provide group education, followed immediately by HIV, Syphilis, and Hepatitis C testing in 13 treatment centers in Mecklenburg, Union, and Cabarrus Counties. In FY17, the SAC program tested a total of 928 people for HIV with no new positives; 365 individuals for syphilis with 2 new positives, both of whom were linked to care; 547 individuals were tested for Hepatitis C with 188 positives being referred to care.Combined State ProgramsFor FY18 (June 1 May 31), the NC Communicable Disease Branch combined all state programs under one contract. ITTS, SAC, and ARTAS, as well as a subcontract with Quality Home Care to conduct the Healthy Relationships intervention for HIV Positive Men and Women. The goals and activities of the grants remain the same HIV, Syphilis, and Hepatitis C education and testing, linkage to medical care, and with healthy Relationships, prevention with positives. This contract is a 3 year contract, renewable annually based on performance.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0239400
IRS990/ProgSrvcAccomActy2Grp/GrantAmt09660
IRS990/ProgSrvcAccomActy3Grp/Desc0The County Homeless Supportive Services program served 30 chronically homeless, HIV positive individuals with supportive services. Supportive services includes assistance in locating, acquiring and maintaining housing with a HOPWA voucher. Clients are visited monthly and offered support in accessing medical care and other essential services to maintain housing. Goals: Increase income and stability for 30 chronically homeless, HIV + individuals. Actuals: 30 clients served, measures met.Mecklenburg County Homeless Support Services IIThis program is designed to provide a Housing First model of housing support services and a HOPWA voucher to HIV+ individuals and families referred by Coordinated Assessment. All of these clients have been chronically homeless (homeless for one or more years or homeless 4 times in 3 years that adds up to a year and have a disabling condition). This program employees on housing coordinator who serves 10 clients and one part-time peer support specialist, who works with some of the hardest to reach clients in the program. The goals of this program are housing stability, increased or maintained income, decreased usage of safety net systems, and improved or maintained health outcomes.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0237793
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01958454
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0879449
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0271148
IRS990/PYProgramServiceRevenueAmt04844
IRS990/PYRevenuesLessExpensesAmt0136947
IRS990/PYSalariesCompEmpBnftPaidAmt0675754
IRS990/PYTotalExpensesAmt01826351
IRS990/PYTotalRevenueAmt01963298
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt05000
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt04000
IRS990/ReconcilationRevenueExpnssAmt0-13793
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01831278
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01958454
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01826085
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01377763
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01530429
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08524009
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0250
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt04844
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt03907
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt03689
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt03528
IRS990ScheduleA/OtherIncome170Grp/TotalAmt016218
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99810
IRS990ScheduleA/PublicSupportPY170Pct00.99810
IRS990ScheduleA/PublicSupportTotal170Amt08524009
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01831278
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01958454
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01826085
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01377763
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01530429
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08524009
IRS990ScheduleA/TotalSupportAmt08540227
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$580,226
Liabilities
$225,763
Net assets
$354,463
Revenue
$1,843,912
Expenses
$1,857,705
Net income
-$13,793
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.77$0.84$2.93$6.60$4.94$1.66
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.44$1.24$3.88$3.67$0.21
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.59$1.03$3.55$3.55$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.47$1.03$3.30$3.11$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.43$0.85$2.95$2.83$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.58$0.23$0.35$1.84$1.86$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.06$0.23$1.83$1.77$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.10$0.17$1.42$1.53$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.11$0.28$1.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.11$0.23$1.50