Totals
- Total revenue
- $112,392,721
- Total expenses
- $116,252,610
- Contributions and grants received
- $86,077,148
- Grants paid
- $71,356,278
- Program services expenses (Part IX)
- $108,911,225
- Management and general expenses
- $4,412,788
- Fundraising expenses
- $2,928,597
- Program service expenses (Part III)
- $108,911,225
Program services were 93.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
KEVIN ROCHE
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
KELLY KATTERHAGEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TODD GORELICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RITA MITJANS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RUTH SHAW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PETE CARLSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
AJ RATANI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KEVIN COLLINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
FRITZ NAUCK
DIRECTOR (THRU 6/25/24)
- Total calculated
- $0
- Hours/week
- 1
-
CATHY BESSANT
EX-OFFICIO (THRU 10/27/24)
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
MATTHEW PIERCE
CHIEF EXECUTIVE OFFICER
- Total calculated
- $405,381
- From this org
- $367,102
- From related orgs
- $0
- Other
- $38,279
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $272,198
- Bonus
- $93,750
- Other
- $1,154
- Deferred
- $21,042
- Nontaxable benefits
- $17,237
- Filer's total
- $405,381
-
JAMES KISER
GENERAL COUNSEL & COMPANY SECRETARY
- Total calculated
- $395,652
- From this org
- $316,800
- From related orgs
- $0
- Other
- $78,852
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $253,006
- Bonus
- $60,075
- Other
- $3,719
- Deferred
- $65,588
- Nontaxable benefits
- $13,264
- Filer's total
- $395,652
-
JOHN LIU
CHIEF TECHNOLOGY OFFICER
- Total calculated
- $389,340
- From this org
- $323,201
- From related orgs
- $0
- Other
- $66,139
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $257,777
- Bonus
- $64,000
- Other
- $1,424
- Deferred
- $39,816
- Nontaxable benefits
- $26,323
- Filer's total
- $389,340
-
COURTNEY RAMEY
CHIEF PRODUCT OFFICER
- Total calculated
- $384,443
- From this org
- $320,341
- From related orgs
- $0
- Other
- $64,102
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $255,142
- Bonus
- $64,000
- Other
- $1,199
- Deferred
- $39,816
- Nontaxable benefits
- $24,286
- Filer's total
- $384,443
-
HOLLY WELCH
CEO & PRESIDENT (THRU 6/1/24)
- Total calculated
- $322,201
- From this org
- $273,943
- From related orgs
- $0
- Other
- $48,258
- Hours/week
- 50 + 5 related
Schedule J breakdown matched by us
- Base
- $241,869
- Bonus
- $31,250
- Other
- $824
- Deferred
- $38,424
- Nontaxable benefits
- $9,834
- Filer's total
- $322,201
-
DAVIDA RIVENS
MAN. DIR. GROWTH & DEVELOPMENT
- Total calculated
- $296,761
- From this org
- $253,212
- From related orgs
- $0
- Other
- $43,549
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $203,050
- Bonus
- $48,963
- Other
- $1,199
- Deferred
- $30,620
- Nontaxable benefits
- $12,929
- Filer's total
- $296,761
-
LORRAINE AZZINARO
MAN. DIR. FINANCE & INSIGHTS
- Total calculated
- $256,066
- From this org
- $199,830
- From related orgs
- $0
- Other
- $56,236
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $162,514
- Bonus
- $33,700
- Other
- $3,616
- Deferred
- $36,657
- Nontaxable benefits
- $19,579
- Filer's total
- $256,066
-
SHELDON MORAIS
VP, SOFTWARE ENGINEERING
- Total calculated
- $255,707
- From this org
- $216,234
- From related orgs
- $0
- Other
- $39,473
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $170,148
- Bonus
- $45,000
- Other
- $1,086
- Deferred
- $13,510
- Nontaxable benefits
- $25,963
- Filer's total
- $255,707
-
SABRINA HALL
VP & DIR. HUMAN RESOURCES
- Total calculated
- $232,526
- From this org
- $192,015
- From related orgs
- $0
- Other
- $40,511
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,077
- Bonus
- $25,600
- Other
- $1,338
- Deferred
- $14,548
- Nontaxable benefits
- $25,963
- Filer's total
- $232,526
-
DEREK JOHNSON
VP & DIR. OPERATIONS
- Total calculated
- $221,149
- From this org
- $171,008
- From related orgs
- $0
- Other
- $50,141
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,146
- Bonus
- $19,300
- Other
- $3,562
- Deferred
- $31,284
- Nontaxable benefits
- $18,857
- Filer's total
- $221,149
-
ALLYSON COLACO
VP & DIR. CUSTOMER SUCCESS
- Total calculated
- $192,849
- From this org
- $160,093
- From related orgs
- $0
- Other
- $32,756
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $136,871
- Bonus
- $22,250
- Other
- $972
- Deferred
- $20,691
- Nontaxable benefits
- $12,065
- Filer's total
- $192,849
-
ASHLEY OSTER
VP & DIR. MARKETING & PARTNERSHIPS
- Total calculated
- $184,294
- From this org
- $160,762
- From related orgs
- $0
- Other
- $23,532
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $142,035
- Bonus
- $17,500
- Other
- $1,227
- Deferred
- $19,231
- Nontaxable benefits
- $4,301
- Filer's total
- $184,294
-
JULIE CALDWELL
VICE PRESIDENT, SALES
- Total calculated
- $219,398
- From this org
- $172,986
- From related orgs
- $0
- Other
- $46,412
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $134,135
- Bonus
- $37,610
- Other
- $1,241
- Deferred
- $22,126
- Nontaxable benefits
- $24,286
- Filer's total
- $219,398
-
SAMANTHA TIMPONE
ASSISTANT GENERAL COUNSEL
- Total calculated
- $217,893
- From this org
- $194,405
- From related orgs
- $0
- Other
- $23,488
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $163,371
- Bonus
- $30,000
- Other
- $1,034
- Deferred
- $10,824
- Nontaxable benefits
- $12,664
- Filer's total
- $217,893
-
KENNETH CHAMPION
D365 POWER PLATFORM ARCHITECT
- Total calculated
- $209,821
- From this org
- $170,480
- From related orgs
- $0
- Other
- $39,341
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,918
- Bonus
- $19,000
- Other
- $3,562
- Deferred
- $20,962
- Nontaxable benefits
- $18,379
- Filer's total
- $209,821
-
MARGARET CURRIE
PRODUCT ENABLEMENT MGR
- Total calculated
- $187,367
- From this org
- $169,165
- From related orgs
- $0
- Other
- $18,202
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $137,271
- Bonus
- $31,000
- Other
- $894
- Deferred
- $6,737
- Nontaxable benefits
- $11,465
- Filer's total
- $187,367
-
JOSHUA DENT
SOFTWARE QUALITY ASSURANCE MGR
- Total calculated
- $164,806
- From this org
- $156,761
- From related orgs
- $0
- Other
- $8,045
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $133,860
- Bonus
- $22,000
- Other
- $901
- Deferred
- $5,244
- Nontaxable benefits
- $2,801
- Filer's total
- $164,806
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 — 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
- 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)
- PART I, LINE 3
- COMPANALYST TOOL WAS USED FOR THE COMP STUDY.
- PART I, LINE 4B
- FOUNDATION FOR THE CAROLINAS MAINTAINS A 457(B) PLAN FOR TOP EXECUTIVES. THE CONTRIBUTIONS TO THE PLAN DURING 2024 FOR PERSONS LISTED IN PART VII WERE AS FOLLOWS: JAMES KISER $8,705 MATT PIERCE $342 FOUNDATION FOR THE CAROLINAS MAINTAINS A 457(F) PLAN FOR TOP EXECUTIVES. THE CONTRIBUTIONS TO THE PLAN DURING 2024 FOR PERSONS LISTED IN PART VII WERE AS FOLLOWS: HOLLY K. WELCH $19,739
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
-
$1,802,533
BRAVE OF HEART SCHOLARSHIPS
-
$1,675,600
CONTRIBUTION FOR RELIEF RELATED GRANTS
-
$125,976
CLOSURE OF PIONEER EMPLOYEE HARDSHIP FUND
-
$44,655
CLOSURE OF ABB RELIEF FUND
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.
-
501(C)(3) · GRANTMAKING · NC
-
FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY
501(C)(3) · GRANTMAKING · NC
Directly controlled by FOUNDATION FOR THE CAROLINAS
-
THE JA TURNER FAMILY FOUNDATION
501(C)(3) · GRANTMAKING · NC
Directly controlled by FOUNDATION FOR THE CAROLINAS
-
COMMUNITY INVESTMENTS FOUNDATION
501(C)(3) · GRANTMAKING · NC
Directly controlled by FOUNDATION FOR THE CAROLINAS
-
COMMUNITY REAL PROPERTY HOLDINGS INC
501(C)(3) · GRANTMAKING · NC
Directly controlled by FOUNDATION FOR THE CAROLINAS
-
501(C)(3) · GRANTMAKING · NC
Directly controlled by FOUNDATION FOR THE CAROLINAS
-
501(C)(3) · GRANTMAKING · NC
Directly controlled by FOUNDATION FOR THE CAROLINAS
-
FFTC PARTNERS FOR EMPOWERING COMMUNITIES
501(C)(3) · GRANTMAKING · NC
Directly controlled by FOUNDATION FOR THE CAROLINAS
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543219349305089
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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