Civic Intelligence

Care Ring Inc.

990 • Fiscal year 2016 • EIN 56-0621073

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 11, 2016

601 East 5th Street No 140Charlotte, NC 28202

(704) 375-0172

Siviq Scores

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

Liabilities / Assets

34th percentile

0.04x

Higher debt load relative to assets than 34% of similar nonprofits.

2016 filings • NTEE E • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

28th percentile

0.03x

Higher debt load relative to revenue than 28% of similar nonprofits.

2016 filings • NTEE E • $1M-$5M nonprofits • Source year 2016

Net Margin

73rd percentile

13%

Higher net margin than 73% of similar nonprofits.

2016 filings • NTEE E • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

56th percentile

$109,293

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2016 filings • NTEE E • $1M-$5M nonprofits • Source year 2016

Asset Growth

82nd percentile

22%

Faster asset growth than 82% of similar nonprofits.

2016 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

78th percentile

25%

Faster revenue growth than 78% of similar nonprofits.

2016 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$2,461,869

Up $451,484 (+22%) from 2015

Net Assets

Up

$2,366,259

Up $404,648 (+21%) from 2015

Liabilities

Up

$95,610

Up $46,836 (+96%) from 2015

Revenue

Up

$3,216,977

Up $638,595 (+25%) from 2015

Expenses

Up

$2,796,852

Up $257,696 (+10%) from 2015

Net Income

Up

$420,125

Up $380,899 (+971%) from 2015

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $1,857,851Liabilities 2011: $26,084Net Assets 2011: $1,831,7672011Assets 2012: $2,121,674Liabilities 2012: $31,227Net Assets 2012: $2,090,4472012Assets 2013: $2,004,329Liabilities 2013: $42,160Net Assets 2013: $1,962,1692013Assets 2014: $1,951,734Liabilities 2014: $23,468Net Assets 2014: $1,928,2662014Assets 2015: $2,010,385Liabilities 2015: $48,774Net Assets 2015: $1,961,6112015Assets 2016: $2,461,869Liabilities 2016: $95,610Net Assets 2016: $2,366,2592016Assets 2017: $2,211,104Liabilities 2017: $76,037Net Assets 2017: $2,135,0672017Assets 2018: $2,537,188Liabilities 2018: $109,600Net Assets 2018: $2,427,5882018Assets 2019: $2,104,291Liabilities 2019: $150,746Net Assets 2019: $1,953,5452019Assets 2020: $3,474,606Liabilities 2020: $1,077,472Net Assets 2020: $2,397,1342020Assets 2021: $3,186,503Liabilities 2021: $730,227Net Assets 2021: $2,456,2762021Assets 2022: $3,510,598Liabilities 2022: $986,793Net Assets 2022: $2,523,8052022Assets 2023: $2,625,929Liabilities 2023: $582,922Net Assets 2023: $2,043,0072023Assets 2024: $8,136,493Liabilities 2024: $3,684,464Net Assets 2024: $4,452,0292024Assets 2025: $8,026,383Liabilities 2025: $2,831,375Net Assets 2025: $5,195,0082025

Highlighted filing

2016

Assets$2,461,869
Liabilities$95,610
Net Assets$2,366,259

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2011: $1,863,1222011Expenses 2012: $1,921,6942012Expenses 2013: $1,874,4332013Revenue 2014: $2,054,449Expenses 2014: $2,130,412Net Income 2014: -$75,9632014Revenue 2015: $2,578,382Expenses 2015: $2,539,156Net Income 2015: $39,2262015Revenue 2016: $3,216,977Expenses 2016: $2,796,852Net Income 2016: $420,1252016Revenue 2017: $2,928,177Expenses 2017: $3,191,733Net Income 2017: -$263,5562017Revenue 2018: $3,580,579Expenses 2018: $3,309,848Net Income 2018: $270,7312018Revenue 2019: $3,326,138Expenses 2019: $3,809,767Net Income 2019: -$483,6292019Revenue 2020: $4,412,596Expenses 2020: $3,965,890Net Income 2020: $446,7062020Revenue 2021: $4,466,196Expenses 2021: $4,491,677Net Income 2021: -$25,4812021Revenue 2022: $5,419,756Expenses 2022: $5,313,183Net Income 2022: $106,5732022Revenue 2023: $5,427,895Expenses 2023: $5,926,402Net Income 2023: -$498,5072023Revenue 2024: $9,088,748Expenses 2024: $6,707,643Net Income 2024: $2,381,1052024Revenue 2025: $7,750,894Expenses 2025: $7,042,129Net Income 2025: $708,7652025

Highlighted filing

2016

Revenue$3,216,977
Expenses$2,796,852
Net Income$420,125
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$3,267,822
Mission and Program Overview

Mission

To empower individuals with limited resources to establish and maintain good health.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$544,427$899,723▲ $355,296
Cash and Non-Interest-Bearing Accounts$291,719$416,727▲ $125,008
Investments Other Securities$340,469$265,904▼ $74,565
Accounts Receivable$44,355$246,102▲ $201,747
Savings and Temporary Cash Investments$390,318$160,214▼ $230,104
Land, Buildings, and Equipment, Net$57,046$121,103▲ $64,057
Prepaid Expenses and Deferred Charges$26,051$26,409▲ $358
Total Assets$2,010,385$2,461,869▲ $451,484
Other Assets Total$316,000$325,687▲ $9,687
Liabilities
Accounts Payable and Accrued Expenses$48,774$95,610▲ $46,836
Total Liabilities$48,774$95,610▲ $46,836
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,194,820$1,406,490▲ $211,670
Unrestricted Net Assets$603,650$796,628▲ $192,978
Permanently Rstr Net Assets$163,141$163,141→ $0
Total Net Assets Fund Balance$1,961,611$2,366,259▲ $404,648
Total Liabilities and Net Assets / Fund Balance$2,010,385$2,461,869▲ $451,484

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$120,050$93,449$213,499
Equipment$1,053$37,746$38,799
Other Assets Org$17,687--
Other Securities$265,904--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$340,469-▼ $6,501-$265,904
2014$334,904-▲ $9,461-$340,469
2013$290,721-▲ $47,690-$334,904
2012$300,339-▲ $34,504$40,042$290,721
2011$307,263-▼ $3,592-$300,339
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donald K JonasExecutive DirectorFT$88,001$21,292$109,293

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,922,692
Program Service Revenue
$328,911
Investment Income
$6,876
Other Revenue
$-41,502
All Other Contributions
$1,003,029
Change in Net Assets
$420,125

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,216,977
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$12,985,133
Total Revenue per Audited Statements
$16,202,110
Total Revenue per Form 990
$3,216,977
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,114,119
Other Expenses$682,733
Total Fundraising Expense$389,780
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,320,724$22,062$201,796$1,544,582
Other Employee Benefits$227,792$-3,743$32,362$256,411
Fees for Services Management$154,826$719$44,360$199,905
Payroll Taxes$123,251$5,307$18,491$147,049
Current Officers, Directors, Trustees, and Key Employees$58,565$55,692$19,522$133,779
Occupancy$103,501$3,365$15,004$121,870
Office Expenses$58,083$5,529$15,408$79,020
Fees for Services Accounting$47,894$11,399$6,946$66,239
Information Technology$48,253$2,001$6,671$56,925
Conferences and Meetings$39,232$1,619$4,832$45,683
Travel$33,028$3,205$4,314$40,547
Pension Plan Contributions$28,265$393$3,640$32,298
Insurance$19,599$504$2,763$22,866
Depreciation Depletion-$17,948-$17,948
All Other Expenses$1,264$2,497$4,432$8,193
Advertising$1,383-$3,641$5,024
Royalties$720$105$2,921$3,746
Other Expenses$3,661$212$2,238$3,661
Total Functional Expenses$2,277,277$129,795$389,780$2,796,852

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$15,797,349
Expenses Not Reported on Form 990$13,000,497
Expenses per Audited Statements$2,796,852
Total Expenses per Form 990$2,796,852
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$50,732
Fundraising Gross Income$9,230
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Luncheon$140,478-$3,234-
Beer, Bands & Bbq$26,620$9,230$5,625$3,605
Total Events$190,296$9,230$50,732$-41,502
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The 990 will be reviewed by the internal committee prior to being filed with the irs. The board of directors will also receive a copy of the 990 prior to it being filed with the irs.

Form 990, Part VI, Section B, Line 12C

The organization effectively monitors and enforces compliance with the conflict of interest policy that is reviewed annually.

Form 990, Part VI, Section B, Line 15

The care ring executive committee of the board of directors evaluates the executive director's compensation. The executive committee is comprised of the board chair, the vice chair/treasurer, secretary, and external committee chair, and the human resources director (non-voting, vacant). The committee first meets to confirm the goals and consider compensation. The committee uses four salary survey sources (mercer, cfsc peer analysis, guidestar and nonprofit times) to benchmark compensation for the position. In addition to the salary survey data, the committee consults the annual budget prepared by the treasurer and the controller. The annual budget contains a detailed schedule of compensation for employees and the executive director. Once the committee reaches a consensus regarding performance, it discusses compensation relative to the annual benchmarks and established objectives. The committee presents its findings and recommendations for review and approval during an executive session at the board meeting. The executive director is not present for the session. Following the executive session, the board chair informs the executive director of the board's compensation decision.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Care Ring Inc
EIN
56-0621073
Phone
7043750172
Address
601 EAST 5TH STREET NO 140, CHARLOTTE, NC 28202

Signing Officer

Name
Jeff R Brinkman
Title
Treasurer
Phone
7043750172
Signed
2016-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Don Jonas
Formed
1955
Legal Domicile
Nc
Voting Board Members
18
Independent Board Members
18
Employees
51
Volunteers
1,889

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
John Norman
Phone
7049985200
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The organization has a committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. The organization has not changed its oversight process or selection process during the tax year.

Financial Statement Notes

PART V, LINE 4:

To support the organizations mission.

PART X, LINE 2:

The organization follows the income tax standard for uncertain tax provisions. As a results of this standard, the organization has evaluated its tax position and has determined it has no uncertain tax positions as of june 30, 2016 or 2015.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses included in expenses on audited financial statements 25,773. Loss on equipment disposal 113.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses included in expenses on audited financial statements 25,773.

Raw XML AppendixShowing 400 of 623 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt048774
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt095610
IRS990/AccountsReceivableGrp/BOYAmt044355
IRS990/AccountsReceivableGrp/EOYAmt0246102
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO EMPOWER INDIVIDUALS WITH LIMITED RESOURCES TO ESTABLISH AND MAINTAIN GOOD HEALTH.
IRS990/AdvertisingGrp/FundraisingAmt03641
IRS990/AdvertisingGrp/ProgramServicesAmt01383
IRS990/AdvertisingGrp/TotalAmt05024
IRS990/AllOtherContributionsAmt01003029
IRS990/AllOtherExpensesGrp/FundraisingAmt04432
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02497
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01264
IRS990/AllOtherExpensesGrp/TotalAmt08193
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CFSC SHARED SERVICES-DBROWN
IRS990/BooksInCareOfDetail/PhoneNum07049439515
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0601 E 5TH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028202
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0291719
IRS990/CashNonInterestBearingGrp/EOYAmt0416727
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt019522
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt055692
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt058565
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0133779
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt04832
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01619
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt039232
IRS990/ConferencesMeetingsGrp/TotalAmt045683
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt0181066
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02922692
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt06876
IRS990/CYOtherExpensesAmt0682733
IRS990/CYOtherRevenueAmt0-41502
IRS990/CYProgramServiceRevenueAmt0328911
IRS990/CYRevenuesLessExpensesAmt0420125
IRS990/CYSalariesCompEmpBnftPaidAmt02114119
IRS990/CYTotalExpensesAmt02796852
IRS990/CYTotalFundraisingExpenseAmt0389780
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03216977
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt017948
IRS990/DepreciationDepletionGrp/TotalAmt017948
IRS990/Desc0THE CLINIC OFFERS PRIMARY CARE AND REDUCED-COST LABORATORY SERVICES TO THE UNINSURED AND UNDERINSURED IN THE COMMUNITY. THE CLINIC PROVIDES HIGH-QUALITY PREVENTATIVE CARE AND HAS A SPECIAL FOCUS ON PROVIDING CHRONIC DISEASE MANAGEMENT THAT IMPROVES PATIENT MEDICATION COMPLIANCE AND ELIMINATES UNNECESSARY UTILIZATION OF THE EMERGENCY ROOM. TRACKING OF CLINICAL INDICATORS FOR DIABETES, HYPERTENSION AND HYPERLIPIDEMIA PATIENTS SHOWS THAT BETWEEN THEIR FIRST AND LAST VISIT TO THE CLINIC, APPROXIMATELY 78% OF CHRONIC DISEASE PATIENTS DEMONSTRATE AT LEAST A 10% IMPROVEMENT IN ONE OR MORE CLINICAL INDICATORS (E.G. DIASTOLIC BLOOD PRESSURE, HEMOGLOBIN A1C AND/OR TOTAL CHOLESTEROL). THE ORGANIZATION'S LOW-COST CLINIC PROVIDED CARE TO 2,511 AND 2,682 PATIENTS FOR THE YEARS ENDED JUNE 30, 2016 AND 2015, RESPECTIVELY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt051
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0525947
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt0511576
IRS990/FeesForServicesAccountingGrp/FundraisingAmt06946
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011399
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt047894
IRS990/FeesForServicesAccountingGrp/TotalAmt066239
IRS990/FeesForServicesManagementGrp/FundraisingAmt044360
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0719
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0154826
IRS990/FeesForServicesManagementGrp/TotalAmt0199905
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
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/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1821292
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM W HADLEY
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK MARKIEWICZ
IRS990/Form990PartVIISectionAGrp/PersonNm2JEFF R BRINKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3KRISTIN E WADE
IRS990/Form990PartVIISectionAGrp/PersonNm4DEAN F CIKINS
IRS990/Form990PartVIISectionAGrp/PersonNm5SCOTT B DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm6MEREDITH DOLHARE
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID A JACOBS
IRS990/Form990PartVIISectionAGrp/PersonNm8ALICIA V MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm9ANDREW MUELLER
IRS990/Form990PartVIISectionAGrp/PersonNm10NEAL D NOLAND III
IRS990/Form990PartVIISectionAGrp/PersonNm11MOLLY PLISZKA
IRS990/Form990PartVIISectionAGrp/PersonNm12PHILIP A POLEY
IRS990/Form990PartVIISectionAGrp/PersonNm13BLAIR S PRIMIS
IRS990/Form990PartVIISectionAGrp/PersonNm14TRICIA RODNEY
IRS990/Form990PartVIISectionAGrp/PersonNm15PATRICK RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm16MICHELLE S SPAK
IRS990/Form990PartVIISectionAGrp/PersonNm17TIFFANI TEDDER
IRS990/Form990PartVIISectionAGrp/PersonNm18DONALD K JONAS
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/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1888001
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/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01955
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0181066
IRS990/FundraisingDirectExpensesAmt050732
IRS990/FundraisingGrossIncomeAmt09230
IRS990/GainOrLossGrp/OtherAmt0-113
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt01227021
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03267822
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt06671
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02001
IRS990/InformationTechnologyGrp/ProgramServicesAmt048253
IRS990/InformationTechnologyGrp/TotalAmt056925
IRS990/InsuranceGrp/FundraisingAmt02763
IRS990/InsuranceGrp/ManagementAndGeneralAmt0504
IRS990/InsuranceGrp/ProgramServicesAmt019599
IRS990/InsuranceGrp/TotalAmt022866
IRS990/InvestmentIncomeGrp/ExclusionAmt06989
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06989
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0340469
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0265904
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0131195
IRS990/LandBldgEquipBasisNetGrp/BOYAmt057046
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0121103
IRS990/LandBldgEquipCostOrOtherBssAmt0252298
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0113
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO EMPOWER INDIVIDUALS WITH LIMITED RESOURCES TO ESTABLISH AND MAINTAIN GOOD HEALTH.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01961611
IRS990/NetAssetsOrFundBalancesEOYAmt02366259
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-113
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-113
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-41502
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-41502
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-15477
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/FundraisingAmt015004
IRS990/OccupancyGrp/ManagementAndGeneralAmt03365
IRS990/OccupancyGrp/ProgramServicesAmt0103501
IRS990/OccupancyGrp/TotalAmt0121870
IRS990/OfficeExpensesGrp/FundraisingAmt015408
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05529
IRS990/OfficeExpensesGrp/ProgramServicesAmt058083
IRS990/OfficeExpensesGrp/TotalAmt079020
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0316000
IRS990/OtherAssetsTotalGrp/EOYAmt0325687
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt032362
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0-3743
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0227792
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0256411
IRS990/OtherExpensesGrp/Desc0DUES AND MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc1VOLUNTEER
IRS990/OtherExpensesGrp/Desc2PROGRAM ASSISTANCE
IRS990/OtherExpensesGrp/FundraisingAmt0439
IRS990/OtherExpensesGrp/FundraisingAmt12238
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0981
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1212
IRS990/OtherExpensesGrp/ProgramServicesAmt04670
IRS990/OtherExpensesGrp/ProgramServicesAmt12566
IRS990/OtherExpensesGrp/ProgramServicesAmt23661
IRS990/OtherExpensesGrp/TotalAmt06090
IRS990/OtherExpensesGrp/TotalAmt15016
IRS990/OtherExpensesGrp/TotalAmt23661
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0201796
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt022062
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01320724
IRS990/OtherSalariesAndWagesGrp/TotalAmt01544582
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt018491
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05307
IRS990/PayrollTaxesGrp/ProgramServicesAmt0123251
IRS990/PayrollTaxesGrp/TotalAmt0147049
IRS990/PensionPlanContributionsGrp/FundraisingAmt03640
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0393
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt028265
IRS990/PensionPlanContributionsGrp/TotalAmt032298
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0163141
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0163141
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0544427
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0899723
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt026051
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026409
IRS990/PrincipalOfficerNm0DON JONAS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0328911
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0328911
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION'S PHYSICIANS REACH OUT PROGRAM (PRO) PROVIDES ACCESS TO COMPREHENSIVE HEALTH CARE, INCLUDING PRIMARY CARE, SPECIALTY CARE, LABS, DIAGNOSTIC TESTS AND HOSPITALIZATION. FOR EVERY DOLLAR INVESTED IN PRO, THE ORGANIZATION LEVERAGES $31 IN DONATED CARE PROVIDED BY APPROXIMATELY 1,600 VOLUNTEER PHYSICIANS, DENTISTS, AND ALLIED HEALTH PROFESSIONALS. FOR THE YEAR ENDED JUNE 30, 2016, PRO PROVIDED APPROXIMATELY $12.8 MILLION IN DONATED MEDICAL AND DENTAL SERVICES TO 3,497 PATIENTS ENROLLED IN THE PROGRAM. FOR THE YEAR ENDED JUNE 30, 2015, PRO PROVIDED APPROXIMATELY $13.2 MILLION IN DONATED MEDICAL AND DENTAL SERVICES TO 3,426 PATIENTS ENROLLED IN THE PROGRAM.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0734683
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt092874
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ORGANIZATION'S NURSE-FAMILY PARTNERSHIP (NFP) PROGRAM IS AN EVIDENCE-BASED, INTENSIVE NURSE HOME-VISITATION PROGRAM FOR FIRST-TIME, LOW-INCOME MOTHERS IN MECKLENBURG COUNTY. VALIDATED BY OVER THIRTY YEARS OF RESEARCH, INCLUDING MULTIPLE RANDOMIZED-CONTROLLED TRIALS, NFP IS A PROVEN MODEL THAT BREAKS THE CYCLE OF POVERTY BY IMPROVING PREGNANCY OUTCOMES FOR MOTHER AND CHILD, IMPROVING CHILD HEALTH AND DEVELOPMENT, AND IMPROVING THE ECONOMIC SELF-SUFFICIENCY OF THE FAMILY. FROM THE PROGRAM'S INCEPTION IN DECEMBER 2008 THROUGH THE END OF FISCAL YEAR 2016, NFP HAS SERVED 686 FIRST-TIME MOMS AND 435 INFANTS WITH INTENSIVE HOME VISITATION SERVICES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01016647
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02168202
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt016914
IRS990/PYOtherExpensesAmt0631798
IRS990/PYOtherRevenueAmt0-21057
IRS990/PYProgramServiceRevenueAmt0414323
IRS990/PYRevenuesLessExpensesAmt039226
IRS990/PYSalariesCompEmpBnftPaidAmt01907358
IRS990/PYTotalExpensesAmt02539156
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02578382
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0420125
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0236038
IRS990/RoyaltiesGrp/FundraisingAmt02921
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt0105
IRS990/RoyaltiesGrp/ProgramServicesAmt0720
IRS990/RoyaltiesGrp/TotalAmt03746
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0390318
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0160214
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02922692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02168202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01853820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01464080
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01878897
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010287691
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06989

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.03$2.83$5.20$7.75$7.04$0.71
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.14$3.68$4.45$9.09$6.71$2.38
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.58$2.04$5.43$5.93$0.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.99$2.52$5.42$5.31$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.73$2.46$4.47$4.49$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.47$1.08$2.40$4.41$3.97$0.45
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.15$1.95$3.33$3.81$0.48
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.11$2.43$3.58$3.31$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.08$2.14$2.93$3.19$0.26
2016Detailed filing. Detailed filing data is available for this year.$2.46$0.10$2.37$3.22$2.80$0.42
2015Detailed filing. Detailed filing data is available for this year.$2.01$0.05$1.96$2.58$2.54$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.95$0.02$1.93$2.05$2.13$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.04$1.96$1.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.03$2.09$1.92
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.03$1.83$1.86