Totals
- Total revenue
- $9,088,748
- Total expenses
- $6,707,643
- Contributions and grants received
- $8,615,760
- Grants paid
- $0
- Program service revenue
- $370,615
- Investment income
- $7,244
- Other revenue
- $95,129
- Total assets, end of year
- $8,136,493
- Total liabilities, end of year
- $3,684,464
- Net assets or fund balances, end of year
- $4,452,029
- Program services expenses (Part IX)
- $5,775,432
- Management and general expenses
- $652,647
- Fundraising expenses
- $279,564
- Program service expenses (Part III)
- $5,775,432
Program services were 86.1% 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.
-
1a · Federated campaigns
$55,175
-
1e · Government grants (contributions)
$4,250,882
-
1f · All other contributions, gifts and grants
$4,309,703
-
2a · Program service revenue: Program Service Fees
total $370,615 · related or exempt $370,615
-
3 · Investment income
total $7,244 · excluded $7,244
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Other
total $95,129 · related or exempt $95,129
-
11e · Other revenue, total
$95,129
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $223,731 · program services $145,425 · management and general $78,306
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $3,792,250 · program services $3,457,579 · management and general $165,156 · fundraising $169,515
-
8 · Pension plan contributions
total $103,114 · program services $92,511 · management and general $6,251 · fundraising $4,352
-
9 · Other employee benefits
total $656,837 · program services $589,292 · management and general $39,820 · fundraising $27,725
-
10 · Payroll taxes
total $312,108 · program services $280,013 · management and general $18,921 · fundraising $13,174
-
11a · Fees: management
total $596,579 · program services $365,577 · management and general $207,350 · fundraising $23,652
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $166,941 · program services $102,300 · management and general $58,023 · fundraising $6,618
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $12,747 · program services $4,552 · management and general $5,513 · fundraising $2,682
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $159,149 · program services $134,091 · management and general $13,646 · fundraising $11,412
-
17 · Travel
total $64,616 · program services $63,912 · management and general $667 · fundraising $37
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $250,102 · program services $222,304 · management and general $21,303 · fundraising $6,495
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $10,913 · program services $9,275 · management and general $1,638
-
23 · Insurance
total $35,127 · program services $33,299 · management and general $609 · fundraising $1,219
-
24a · Other expenses: Program Assistance
total $148,856 · program services $133,826 · management and general $14,556 · fundraising $474
-
24b · Other expenses: Supplies
total $64,589 · program services $53,963 · management and general $9,013 · fundraising $1,613
-
24c · Other expenses: Communications
total $50,183 · program services $45,894 · management and general $3,814 · fundraising $475
-
24d · Other expenses: Equipment
total $29,024 · program services $25,809 · management and general $2,096 · fundraising $1,119
-
24e · All other expenses
total $30,777 · program services $15,810 · management and general $5,965 · fundraising $9,002
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $941,106 · end of year $3,397,823
-
2 · Savings and temporary cash investments
beginning of year $190,952 · end of year $191,014
-
3 · Pledges and grants receivable
beginning of year $138,850 · end of year $417,272
-
4 · Accounts receivable
beginning of year $382,364 · end of year $504,751
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $60,520 · end of year $63,372
-
10a · Land, buildings and equipment: cost or other basis
$368,353
-
10b · Land, buildings and equipment: accumulated depreciation
$273,731
-
10c · Land, buildings and equipment, net
beginning of year $55,035 · end of year $94,622
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
beginning of year $306,879 · end of year $306,685
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $550,223 · end of year $3,160,954
-
17 · Accounts payable and accrued expenses
beginning of year $145,916 · end of year $162,215
-
19 · Deferred revenue
beginning of year $142,890 · end of year $581,987
-
25 · Other liabilities
beginning of year $294,116 · end of year $2,940,262
-
27 · Net assets without donor restrictions
beginning of year $1,353,015 · end of year $1,278,037
-
28 · Net assets with donor restrictions
beginning of year $689,992 · end of year $3,173,992
Mission and programs · 2023
Mission
To empower individuals with limited resources to establish and maintain good health.
-
NFP - Nurse Family Partnership ProgramThe Organization's Nurse-Family Partnership (NFP) program is an evidence-based, intensive nurse home-visitation program for at-risk, low-income mothers living in Mecklenburg County. Validated by four decades of research, including multiple randomized-controlled trials, NFP is a proven model that breaks the cycle of poverty by improving pregnancy outcomes, improving child health and development, and improving the economic self-sufficiency of the family. The Organization's NFP program served 1022 mothers and babies during the year ended June 30, 2024. Through the addition of a secondary, more broadly focused maternal child health program in 2021, A Guided Journey, NFP has been successful in enhancing its service to mothers who are especially vulnerable, clinically-complex and at-risk for poor maternal and child health outcomes. In 2024, Care Rings NFP performance outcomes reached a historic high, with 91% of mothers delivering full term and 91% of babies born at a healthy birth weight.
Expenses $2,522,184
-
A Guided Journey Program (Maternal Health)Launched in 2021, the Organizations A Guided Journey (AGJ), is a maternal-child health initiative that employs residents living in six priority health zip codes to serve as Community Health Workers. These state-certified individuals work in their own communities to educate and support pregnant and new moms, providing information, guidance and connection to needed resources. AGJ is a complement to NFP and for the year ended June 30, 2024, served 493 families who may have not qualified for or needed the intensive, long-term support provided through NFP. AGJ seeks to intentionally address social determinants of health needs for families, such as access to timely care, food assistance, transportation, childcare and housing. Through this long-term case management program, families are empowered and provided with education and support to promote healthy lifestyles. The program is supported with an abundance of community partnerships. In 2024, AGJ was expanded through the receipt of a federal Healthy Start Enhanced Grant from the US Department of Health & Human Services. This expansion seeks to reduce the well-documented racial and ethnic differences in the rates of infant death and adverse maternal health outcomes in the Charlotte-Mecklenburg community. Care Ring was the only organization of the 10 nationally awarded that identifies as a standalone non-profit, with others being housed within government funded public health institutions. In 2024, 91% of women completed post-partum visits within 6 weeks of delivery, having established a medical home. Maturing the model, AGJ also began measuring early childhood outcomes in 2024. Through strong literacy education, 66% of AGJ families read to their child at least 3 days a week, compared to the national average of 55%.
Expenses $1,090,772
-
Clinic Program The Clinic is a primary care medical home for the uninsured and underserved, serving 1,674 patients for the year ended June 30, 2024. The clinic has a special focus on supporting patients to successfully manage chronic illnesses such as diabetes and hypertension, reducing disparities in health outcomes and preventing unnecessary utilization of the emergency room and inpatient hospital stays. In 2024, Care Ring was awarded a Gold Standard from the National Association of Free Clinics, a measure of the Clinics high standard of care and quality outcomes. In the last fiscal year, 75% of patients with diabetes demonstrated improved control and a hemoglobin A1c of less than 9%. Additionally, 69% of patients with hypertension had controlled blood pressure. Care Rings Clinic ensures its patients have access to recommended preventive screenings to address disparities in early detection and cancer mortality. As an example, in the last fiscal year, 80% of Care Ring patients were up to date on cervical cancer screening. Lastly, in addition to physical health care, patients are screened for social determinants of health needs using a state-supported, standardized assessment tool. This service ensures holistic care is provided, addressing issues such as food insecurity, housing instability and transportation - all barriers to accessing timely care.
Expenses $858,615 · Revenue $281,252
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Tchernavia Montgomery
Executive Dir.
- Total calculated
- $196,814
- From this org
- $169,171
- From related orgs
- $0
- Other
- $27,643
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $169,171
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $27,643
- Filer's total
- $196,814
-
Anabel Paniagua-Doyle
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
Andrea Wages
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
Andrew Bradshaw
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
Chasty Underwood
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
Dean F Cikins
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
Dr Sam Long
Treasurer
- Total calculated
- $0
- Hours/week
- 0
-
Dr Sherry Saxonhouse
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
Erik Lioy
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
Felicia Barnes
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
Heather White
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
Heidi Henderson
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
Jennifer Snow
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
Jewel Greywoode
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
Jomaira Ortiz
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
Kimberly Henderson
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
Michael Tomsic
Chair
- Total calculated
- $0
- Hours/week
- 0
-
Miguel Guevara
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
Morgan Hinton
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
Peter Stipicevic
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
Philip A Poley
Past Chair
- Total calculated
- $0
- Hours/week
- 0
-
Rodney Gaddy
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
Salim Uqdah
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
Stephanie Appling
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
William W Hadley
Board Member
- Total calculated
- $0
- Hours/week
- 0
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
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443119349303224
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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