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Nonprofiteer
← ATRIUM HEALTH EMPLOYEE ASSISTANCE INC

Form 990 for tax year 2023

Filed by ATRIUM HEALTH EMPLOYEE ASSISTANCE INC.

Totals

Total revenue
$678,004
Total expenses
$1,011,638
Contributions and grants received
$631,959
Grants paid
$977,628
Program service revenue
$0
Investment income
$46,045
Other revenue
$0
Total assets, end of year
$2,876,786
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,876,786
Program services expenses (Part IX)
$1,011,638
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$1,011,638

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

    $631,959

  • 3 · Investment income

    total $46,045 · excluded $46,045

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $977,628 · program services $977,628

  • 11g · Fees: other

    total $34,010 · program services $34,010

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,210,420 · end of year $2,876,786

  • 27 · Net assets without donor restrictions

    beginning of year $3,210,420 · end of year $2,876,786

Mission and programs · 2023

Mission

TO ELEVATE HOPE - FOR ALL ATRIUM HEALTH TEAMMATE HEROES - BY PROVIDING EMERGENCY FINANCIAL ASSISTANCE TO TEAMMATES FOR QUALIFYING NEEDS

  • 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 2023, THE ORGANIZATION PROVIDED EMERGENCY FINANCIAL ASSISTANCE TO 475 TEAMMATES OF CMHA AND ITS AFFILIATES.DURING CALENDAR YEAR 2023, CMHA DONATED SERVICES TO THE ORGANIZATION TOTALING $49,428. 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 $1,011,638 · Grants $977,628

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lucy Dean

    CHAIR & PRES (TO 5/31/23)

    Total calculated
    $348,974
    From this org
    $0
    From related orgs
    $326,919
    Other
    $22,055
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $94,472 related
    Bonus
    $0 + $86,242 related
    Other
    $0 + $146,205 related
    Deferred
    $0 + $7,080 related
    Nontaxable benefits
    $0 + $14,975 related
    Filer's total
    $0 + $348,974 related

  • Lutetia Bailey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5 + 37.5 related

  • Wendy Ruth Paxton

    DIRECTOR, SECRETARY

    Total calculated
    $165,621
    From this org
    $0
    From related orgs
    $132,604
    Other
    $33,017
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $124,258 related
    Bonus
    $0 + $750 related
    Other
    $0 + $7,596 related
    Deferred
    $0 + $11,282 related
    Nontaxable benefits
    $0 + $21,735 related
    Filer's total
    $0 + $165,621 related

  • Bill Merritt

    DIRECTOR (TO 1/31/23)

    Total calculated
    $0
    Hours/week
    4 + 36 related

  • Joe Forquer

    CHAIR & PRESIDENT (FR 6/1/23)

    Total calculated
    $208,553
    From this org
    $0
    From related orgs
    $180,397
    Other
    $28,156
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $147,748 related
    Bonus
    $0 + $20,079 related
    Other
    $0 + $12,570 related
    Deferred
    $0 + $12,058 related
    Nontaxable benefits
    $0 + $16,098 related
    Filer's total
    $0 + $208,553 related

  • Frank McCree

    DIRECTOR (FR 1/1/23)

    Total calculated
    $305,305
    From this org
    $0
    From related orgs
    $263,971
    Other
    $41,334
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $199,509 related
    Bonus
    $0 + $41,345 related
    Other
    $0 + $23,117 related
    Deferred
    $0 + $21,593 related
    Nontaxable benefits
    $0 + $19,741 related
    Filer's total
    $0 + $305,305 related

  • Alina Mocan

    DIRECTOR, ASST TREASURER (FR 1/16/23)

    Total calculated
    $93,865
    From this org
    $0
    From related orgs
    $63,473
    Other
    $30,392
    Hours/week
    2 + 38 related

  • Electa McPherson

    TREASURER

    Total calculated
    $347,107
    From this org
    $0
    From related orgs
    $291,220
    Other
    $55,887
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $210,745 related
    Bonus
    $0 + $78,484 related
    Other
    $0 + $1,991 related
    Deferred
    $0 + $20,604 related
    Nontaxable benefits
    $0 + $35,283 related
    Filer's total
    $0 + $347,107 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

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

Answered no

  • 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

The filer's explanations (Part III)

PART I, LINE 4A
CERTAIN OFFICERS, KEY EMPLOYEES, AND HIGHLY COMPENSATED EMPLOYEES OF THE FILING ORGANIZATION RECEIVED PAYMENTS FOR SEVERANCE. THE FOLLOWING DIRECTORS, OFFICERS, KEY EMPLOYEES, AND HIGHLY COMPENSATED EMPLOYEES RECEIVED PAYMENTS FOR SEVERANCE DURING THE CURRENT TAX YEAR: SEVERANCE: LUCY DEAN 128,572

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.

  • AH GEORGIA INC

    501(C)(3) · HEALTHCARE MANAGEMENT · NC

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • AHSNF INC

    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 · DE

    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 · DE

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • LOOKOUT NC PROPERTIES LLC

    NC POLITICAL SUBDIVI · REAL ESTATE · DE

    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

  • CAROLINAS COLLEGE OF HEALTH SCIENCES

    NC POLITICAL SUBDIVI · EDUCATION · NC

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • CHS PHARMACY SERVICES INC

    NC POLITICAL SUBDIVI · HEALTHCARE · NC

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • 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 · DE

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • ABBOT RIDGE LLC

    NC POLITICAL SUBDIVI · REAL ESTATE · DE

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • DRE1LLC

    NC POLITICAL SUBDIVI · REAL ESTATE · DE

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • LB ACQUISITIONS LLC

    NC POLITICAL SUBDIVI · REAL ESTATE · DE

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • ROCKY ROAD 1 LLC

    NC POLITICAL SUBDIVI · REAL ESTATE · DE

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • RM1 PROPERTIES LLC

    NC POLITICAL SUBDIVI · REAL ESTATE · DE

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • RR ASSEMBLAGE LLC

    NC POLITICAL SUBDIVI · REAL ESTATE · DE

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

    NC POLITICAL SUBDIVI · HEALTHCARE · NC

  • ATRIUM HEALTH INC

    501(C)(3) · HEALTHCARE · NC

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • 1057 EAST LLC

    NC POLITICAL SUBDIVI · REAL ESTATE · DE

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • SUNRISE PROPERTIES LLC

    NC POLITICAL SUBDIVI · REAL ESTATE · NC

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • IRCAD NORTH AMERICA INC

    NC POLITICAL SUBDIVI · HEALTHCARE DEVELOPMENT · NC

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • THE PEARL INNOVATION DISTRICT MANAGEMENT CO

    501(C)(3) · HEALTHCARE DEVELOPMENT · NC

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • ATRIUM HEALTH FOUNDATION

    501(C)(3) · FUNDRAISING · NC

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • ADVOCATE HEALTH INC

    501(C)(3) · HEALTHCARE · DE

  • ROCKY CANYON PROPERTIES LLC

    NC POLITICAL SUBDIVI · REAL ESTATE · NC

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • CAROLINAS HEALTHCARE SYSTEM ACO LLC

    NC POLITICAL SUBDIVI · HEALTHCARE · NC

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • CAROLINAS HOSPITAL NETWORK LLC

    NC POLITICAL SUBDIVI · HEALTHCARE · NC

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • CAROLINAS UNION HEALTHCARE INC

    NC POLITICAL SUBDIVI · HEALTHCARE · NC

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • CAROLINAS PALLIATIVE CARE AND HOSPICE NETWORK INC

    NC POLITICAL SUBDIVI · HEALTHCARE · NC

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • HOSPICE OF CABARRUS COUNTY INC

    NC POLITICAL SUBDIVI · HEALTHCARE · NC

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • CAROLINAS PHYSICIANS NETWORK INC DBA ATRIUM HEALTH MEDICAL GROUP

    NC POLITICAL SUBDIVI · HEALTHCARE · NC

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • ATRIUM HEALTH NORTH MARKET NETWORK LLC

    NC POLITICAL SUBDIVI · HEALTHCARE · NC

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • CHS ANESTHESIA SERVICES GROUP INC

    NC POLITICAL SUBDIVI · HEALTHCARE · NC

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • COLLABORATIVE PHYSICIAN ALLIANCE LLC

    NC POLITICAL SUBDIVI · HEALTHCARE · NC

    Directly controlled by CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY

  • MANAGED HEALTH RESOURCES INC

    NC POLITICAL SUBDIVI · HEALTHCARE · 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.

  • CAROLINAS IMAGING SERVICES LLC

    HEALTHCARE · NC

  • ENDOSCOPY CENTER - MONROE LLC

    HEALTHCARE · NC

  • ENDOSCOPY CENTER HOLDINGS LLC

    HEALTHCARE MANAGEMENT · NC

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202433209349300913

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