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Nonprofiteer
← FLOYD-POLK HEALTHCARE FOUNDATION INC

Form 990 for tax year 2024

Filed by FLOYD-POLK HEALTHCARE FOUNDATION INC.

Totals

Total revenue
$17,345,626
Total expenses
$3,055,588
Contributions and grants received
$5,572,739
Grants paid
$2,109,072
Program service revenue
$0
Investment income
$11,772,887
Other revenue
$0
Total assets, end of year
$212,945,533
Total liabilities, end of year
$500
Net assets or fund balances, end of year
$212,945,033
Program services expenses (Part IX)
$2,509,532
Management and general expenses
$546,056
Fundraising expenses
$0
Program service expenses (Part III)
$2,509,532

Program services were 82.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KURT STEUNKEL

    SECRETARY

    Total calculated
    $2,070,494
    From this org
    $0
    From related orgs
    $2,012,980
    Other
    $57,514
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $881,703 related
    Bonus
    not reported + $843,176 related
    Other
    not reported + $288,101 related
    Deferred
    not reported + $24,150 related
    Nontaxable benefits
    not reported + $33,364 related
    Filer's total
    not reported + $2,070,494 related

  • PHILIP WHEELER

    CFO

    Total calculated
    $570,741
    From this org
    $0
    From related orgs
    $524,897
    Other
    $45,844
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $356,148 related
    Bonus
    not reported + $155,365 related
    Other
    not reported + $13,384 related
    Deferred
    not reported + $36,143 related
    Nontaxable benefits
    not reported + $9,701 related
    Filer's total
    not reported + $570,741 related

  • BRIDGETTE DINGLE MD

    TRUSTEE

    Total calculated
    $547,318
    From this org
    $0
    From related orgs
    $489,197
    Other
    $58,121
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $434,262 related
    Bonus
    not reported + $54,001 related
    Other
    not reported + $934 related
    Deferred
    not reported + $9,281 related
    Nontaxable benefits
    not reported + $48,840 related
    Filer's total
    not reported + $547,318 related

  • NEIL GORDON MD

    TRUSTEE

    Total calculated
    $345,414
    From this org
    $0
    From related orgs
    $310,944
    Other
    $34,470
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $244,449 related
    Bonus
    not reported + $62,156 related
    Other
    not reported + $4,339 related
    Deferred
    not reported
    Nontaxable benefits
    not reported + $34,470 related
    Filer's total
    not reported + $345,414 related

  • KAY CHUMBLER

    TRUSTEE

    Total calculated
    $10,500
    From this org
    $0
    From related orgs
    $10,500
    Other
    $0
    Hours/week
    1

  • LAURIE ATKINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAN BAKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOEY BALDWIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DENISE DOWNER-MCKINNEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROGER GOSS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • MARY HELEN HEANER

    CHAIR/PRESID

    Total calculated
    $0
    Hours/week
    1

  • DAVID JOHNSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DONALD JONAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN R BRIGGS MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHANTZ MCCLINIC

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARY MILLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SCOTT TUCKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRIS TWYMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PAUL C WHITE

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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

The filer's explanations (Part III)

SCHEDULE J, PAGE 1, PART I, LINE 3
THE FILING ORGANIZATION RELIES ON METHODS USED BY FHMI, THE SOLE MEMBER, AND THE CHARLOTTE MECKENLENBURG HOSPITAL AUTHORITY TO ESTABLISH COMPENSATION FOR ALL OFFICERS. NONE OF THE OFFICERS ARE COMPENSATED DIRECTLY BY THE FILING ORGANIZATION.
SCHEDULE J, PART III
CERTAIN DIRECTORS, OFFICERS AND KEY EMPLOYEES OF THE FILING ORGANIZATION MAY PARTICIPATE IN AND/OR RECEIVE PAYMENTS FROM A NON-QUALIFIED DEFERRED COMPENSATION PLAN. THE DETERMINATION OF THE PAYMENT AMOUNT FROM A NON- QUALIFIED PLAN FOLLOWS THE EMPLOYMENT ORGANIZATION'S COMPENSATION PROCEDURES. PAYMENTS TO PARTICIPANTS RESULTING FROM PRIOR YEAR DEFERRED COMPENSATION IS REFLECTED ON SCHEDULE J, PART II, COLUMN F.

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

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.

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.0
Source object
202533169349305703

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