Form 990 for tax year 2022
Filed by ATRIUM HEALTH EMPLOYEE ASSISTANCE INC.
Totals
- Total revenue
- $831,503
- Total expenses
- $665,460
- Contributions and grants received
- $823,738
- Grants paid
- $660,809
- Program service revenue
- $0
- Investment income
- $7,765
- Other revenue
- $0
- Total assets, end of year
- $3,210,420
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $3,210,420
- Program services expenses (Part IX)
- $665,460
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $665,460
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$823,738
-
3 · Investment income
total $7,765 · excluded $7,765
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $660,809 · program services $660,809
-
11g · Fees: other
total $4,651 · program services $4,651
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,044,377 · end of year $3,210,420
-
3 · Pledges and grants receivable
beginning of year $916,130
-
4 · Accounts receivable
beginning of year $1,248
-
27 · Net assets without donor restrictions
beginning of year $3,961,755 · end of year $3,210,420
Mission and programs · 2022
Mission
TO ELEVATE HOPE - FOR ALL ATRIUM HEALTH TEAMMATE HEROES - BY PROVIDING EMERGENCY FINANCIAL ASSISTANCE TO TEAMMATES FOR QUALIFYING NEEDS
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THE ORGANIZATION WAS CREATED TO OPERATE A CHARITABLE DISASTER RELIEF PROGRAM FOR CURRENT AND FUTURE EMPLOYEES OF THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY ("CMHA", DBA ATRIUM HEALTH) AND ANY OF ITS AFFILIATES, AS DESIGNATED BY CMHA ("AFFILIATE"), AND TO PROVIDE FINANCIAL ASSISTANCE WHEN SUCH TEAMMATES HAVE SUFFERED A HARDSHIP CAUSED BY CATASTROPHIC EVENTS BEYOND THEIR CONTROL.DURING CALENDAR YEAR 2022, THE ORGANIZATION PROVIDED EMERGENCY FINANCIAL ASSISTANCE TO 369 TEAMMATES OF CMHA AND ITS AFFILIATES.DURING CALENDAR YEAR 2022, CMHA DONATED SERVICES TO THE ORGANIZATION TOTALING $96,164. SERVICES DONATED INCLUDE IN-KIND SALARIES AND BENEFITS, AS WELL AS LEGAL, ACCOUNTING, AND BANK FEES TO ASSIST WITH THE ADMINISTRATION OF THE ORGANIZATION. THESE IN-KIND SERVICES ARE NOT INCLUDED IN PART VII OR PART IX IN ACCORDANCE WITH FORM 990 INSTRUCTIONS.
Expenses $665,460 · Grants $660,809
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Lucy DeanLUCY DEAN
DIRECTOR, PRESIDENT
- Total calculated
- $373,485
- From this org
- $0
- From related orgs
- $321,144
- Other
- $52,341
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $183,774 related
- Bonus
- $0 + $108,079 related
- Other
- $0 + $29,291 related
- Deferred
- $0 + $23,146 related
- Nontaxable benefits
- $0 + $29,195 related
- Filer's total
- $0 + $373,485 related
-
Lutetia BaileyLUTETIA BAILEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5 + 37.5 related
-
Wendy Ruth PaxtonWENDY RUTH PAXTON
DIRECTOR, SECRETARY
- Total calculated
- $143,506
- From this org
- $0
- From related orgs
- $116,094
- Other
- $27,412
- Hours/week
- 2 + 38 related
-
Bill MerrittBILL MERRITT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4 + 36 related
-
Elizabeth SensingELIZABETH SENSING
DIRECTOR, ASST TREAS (TO 12/17/22)
- Total calculated
- $130,437
- From this org
- $0
- From related orgs
- $112,812
- Other
- $17,625
- Hours/week
- 2 + 38 related
-
Electa McPhersonELECTA MCPHERSON
TREASURER
- Total calculated
- $336,658
- From this org
- $0
- From related orgs
- $282,503
- Other
- $54,155
- Hours/week
- 4 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $190,260 related
- Bonus
- $0 + $90,488 related
- Other
- $0 + $1,755 related
- Deferred
- $0 + $19,823 related
- Nontaxable benefits
- $0 + $34,332 related
- Filer's total
- $0 + $336,658 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
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THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
NC POLITICAL SUBDIVI · HEALTHCARE · NC
-
501(C)(3) · HEALTHCARE MANAGEMENT · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
501(C)(3) · HEALTHCARE MANAGEMENT · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
501(C)(3) · FUNDRAISING · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
501(C)(3) · HEALTHCARE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
1717 GARDEN TERRACE LLC
NC POLITICAL SUBDIVI · REAL ESTATE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
3021 NESBITT LLC
NC POLITICAL SUBDIVI · REAL ESTATE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
ABC PARKWAY LLC
NC POLITICAL SUBDIVI · REAL ESTATE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
ATRIUM HEALTH HUNTERSVILLE ASC LLC
NC POLITICAL SUBDIVI · HEALTHCARE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
AV INSURANCE LLC
NC POLITICAL SUBDIVI · INSURANCE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
CAROLINAS HEALTHCARE INFORMATION EXCHANGE LLC
NC POLITICAL SUBDIVI · HEALTHCARE MANAGEMENT · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
CAROLINAS MEDICAL CENTER AT HOME LLC
NC POLITICAL SUBDIVI · HEALTHCARE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
CAROLINAS SHARED SERVICES LLC
NC POLITICAL SUBDIVI · HEALTHCARE MANAGEMENT · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
CHS FUND STRATEGIES MANAGEMENT LLC
NC POLITICAL SUBDIVI · INVESTMENT MANAGEMENT · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
CLEVELAND AMBULATORY SERVICES LLC
NC POLITICAL SUBDIVI · HEALTHCARE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
EAST BOULEVARD 1601 LLC
NC POLITICAL SUBDIVI · REAL ESTATE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
EAST BOULEVARD 1615 LLC
NC POLITICAL SUBDIVI · REAL ESTATE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
GATEWAY HOLDINGS - INDEPENDENCE LLC
NC POLITICAL SUBDIVI · REAL ESTATE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
LOOKOUT NC PROPERTIES LLC
NC POLITICAL SUBDIVI · REAL ESTATE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
PINEVILLE LTACH REHAB HOSPITAL LLC
NC POLITICAL SUBDIVI · HEALTHCARE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
UNION HEALTH SERVICES LLC
NC POLITICAL SUBDIVI · HEALTHCARE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
UNION MEDICAL OFFICE BUILDING LLC
NC POLITICAL SUBDIVI · REAL ESTATE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
UNION MEDICAL SERVICES LLC
NC POLITICAL SUBDIVI · HEALTHCARE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
WEST STANLY IMAGING LLC
NC POLITICAL SUBDIVI · HEALTHCARE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
CAROLINAS AMBULATORY SURGERY INC
NC POLITICAL SUBDIVI · HEALTHCARE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
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CAROLINAS COLLEGE OF HEALTH SCIENCES
NC POLITICAL SUBDIVI · EDUCATION · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
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CHS PHARMACY SERVICES INC
NC POLITICAL SUBDIVI · HEALTHCARE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
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MERCY EQUIPMENT CORPORATION
NC POLITICAL SUBDIVI · HEALTHCARE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
CAROLINAS HEALTH NETWORK INC
NC POLITICAL SUBDIVI · HEALTHCARE MANAGEMENT · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
1025 KINGS DRIVE TENANT LLC
NC POLITICAL SUBDIVI · REAL ESTATE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
ABBOT RIDGE LLC
NC POLITICAL SUBDIVI · REAL ESTATE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
DRE1LLC
NC POLITICAL SUBDIVI · REAL ESTATE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
LB ACQUISITIONS LLC
NC POLITICAL SUBDIVI · REAL ESTATE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
ROCKY ROAD 1 LLC
NC POLITICAL SUBDIVI · REAL ESTATE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
RM1 PROPERTIES LLC
NC POLITICAL SUBDIVI · REAL ESTATE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
RR ASSEMBLAGE LLC
NC POLITICAL SUBDIVI · REAL ESTATE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
1057 EAST LLC
NC POLITICAL SUBDIVI · REAL ESTATE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
SUNRISE PROPERTIES LLC
NC POLITICAL SUBDIVI · REAL ESTATE · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
-
NC POLITICAL SUBDIVI · HEALTHCARE DEVELOPMENT · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
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THE PEARL INNOVATION DISTRICT MANAGEMENT CO
501 (C)(3) · HEALTHCARE DEVELOPMENT · NC
Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
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CAROLINAS IMAGING SERVICES LLC
HEALTHCARE · NC
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ENDOSCOPY CENTER - MONROE LLC
HEALTHCARE · NC
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ENDOSCOPY CENTER HOLDINGS LLC
HEALTHCARE MANAGEMENT · NC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
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ALLIANCE MEDICAL INC
C · HEALTHCARE · NC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313189349305901
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