Form 990 for tax year 2023
Filed by NORTH CAROLINA HEALTH CARE FACILITIES ASSOCIATION.
Totals
- Total revenue
- $6,486,547
- Total expenses
- $4,298,577
- Contributions and grants received
- $3,433,813
- Grants paid
- $60,000
- Program service revenue
- $1,161,112
- Investment income
- $1,849,594
- Other revenue
- $42,028
- Total assets, end of year
- $5,143,411
- Total liabilities, end of year
- $632,904
- Net assets or fund balances, end of year
- $4,510,507
- Program services expenses (Part IX)
- $3,449,822
- Management and general expenses
- $853,025
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,317,630
Program services were 80.3% 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.
-
1b · Membership dues
$3,247,396
-
1f · All other contributions, gifts and grants
$186,417
-
2a · Program service revenue: Seminars
total $1,045,432 · related or exempt $1,045,432
-
2b · Program service revenue: GMCF Contract
total $115,680
-
3 · Investment income
total $165,892
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
other assets $2,572,041
-
7b · Less cost or other basis and sales expenses
other assets $888,339
-
7c · Gain or loss
securities $0 · other assets $1,683,702
-
7d · Net gain or loss
total $1,683,702
-
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: Miscellaneous income
total $42,028 · related or exempt $42,028
-
11e · Other revenue, total
$42,028
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $60,000 · program services $60,000
-
5 · Compensation of officers, directors and key employees
total $1,191,956 · program services $838,639 · management and general $357,587
-
7 · Other salaries and wages
total $478,594 · program services $335,016 · management and general $143,578
-
8 · Pension plan contributions
total $91,224 · program services $63,857 · management and general $27,367
-
9 · Other employee benefits
total $121,368 · program services $84,957 · management and general $36,411
-
10 · Payroll taxes
total $86,530 · program services $60,571 · management and general $25,959
-
11b · Fees: legal
total $431,930 · program services $350,270 · management and general $81,660
-
11c · Fees: accounting
total $62,508 · program services $0 · management and general $62,508
-
13 · Office expenses
total $262,038 · program services $183,427 · management and general $78,611
-
16 · Occupancy
total $39,795 · program services $19,898 · management and general $19,897
-
17 · Travel
total $77,416 · program services $75,148 · management and general $2,268
-
21 · Payments to affiliates
total $13,631 · program services $13,631
-
22 · Depreciation, depletion and amortization
total $34,357 · program services $17,178 · management and general $17,179
-
24a · Other expenses: AHCA Dues
total $826,982 · program services $826,982
-
24b · Other expenses: Meetings & seminars
total $520,248 · program services $520,248
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $678,276 · end of year $305,258
-
2 · Savings and temporary cash investments
beginning of year $36,713 · end of year $2,885,106
-
4 · Accounts receivable
beginning of year $3,637,438 · end of year $264,854
-
9 · Prepaid expenses and deferred charges
beginning of year $38,732 · end of year $62,885
-
10a · Land, buildings and equipment: cost or other basis
$325,553
-
10b · Land, buildings and equipment: accumulated depreciation
$252,017
-
10c · Land, buildings and equipment, net
beginning of year $385,012 · end of year $73,536
-
11 · Investments: publicly traded securities
beginning of year $1,410,220 · end of year $1,551,772
-
17 · Accounts payable and accrued expenses
beginning of year $357,400 · end of year $161,009
-
19 · Deferred revenue
beginning of year $3,612,841 · end of year $471,895
-
27 · Net assets without donor restrictions
beginning of year $2,216,150 · end of year $4,405,087
Mission and programs · 2023
Mission
Membership organization for nursing facilities in North Carolina
-
Trade association representing approximately 375 licensed skilled nursing homes throughout North Carolina
Expenses $4,317,630 · Revenue $4,697,427
As filed on the 2023 return.
Listed in Part VII
-
James A Sholar
President
- Total calculated
- $866,735
- From this org
- $823,812
- From related orgs
- $0
- Other
- $42,923
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $451,193
- Bonus
- $343,184
- Other
- $29,435
- Deferred
- $35,700
- Nontaxable benefits
- $7,223
- Filer's total
- $866,735
-
Sam Clark
VP of Finance
- Total calculated
- $273,563
- From this org
- $247,893
- From related orgs
- $0
- Other
- $25,670
- Hours/week
- 40
-
Karen Lennon
VP of Education & Member Services
- Total calculated
- $166,301
- From this org
- $151,303
- From related orgs
- $0
- Other
- $14,998
- Hours/week
- 50
-
Max Mason
Secretary/Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Jeff Wilson
Immediate Past Chair
- Total calculated
- $0
- Hours/week
- 1
-
Ted Goins
Chair
- Total calculated
- $0
- Hours/week
- 1
-
Grant Hollowell
District III Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Neil Pruitt
Multi-Facility Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Alan Beaver
District IV Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Ben Cohen
Member at Large
- Total calculated
- $0
- Hours/week
- 1
-
Todd Nunn
District II Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer Robinson
District I Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
John Barber
Member at Large
- Total calculated
- $0
- Hours/week
- 1
-
Paul Babinski
First Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Thomas Gatewood
Independent Owner Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Gale Boice
National Multi-Facility Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Ashley Jones
Non-proprietary Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Bill Weisberg
District V Vice Chair
- 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
Itemized on Schedule J with no Part VII listing of the same name on this return:
-
Samuel Clark
Schedule J breakdown
- Base
- $222,893
- Bonus
- $25,000
- Other
- not reported
- Deferred
- $9,916
- Nontaxable benefits
- $15,754
- Filer's total
- $273,563
-
Karen O Lennon
Schedule J breakdown
- Base
- $126,303
- Bonus
- $25,000
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $9,341
- Filer's total
- $160,644
Answered yes
- 1a · Travel for companions
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 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
- 9 · Followed the rebuttable-presumption procedure
The filer's explanations (Part III)
- 990 Sched J Line 4b
- James A Sholar is granted a non-participatory 457(b) plan under his compensation contract
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
-
Supporters of NC Skilled Nursing Facilities
$60,000
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 9 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433199349306298
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