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Nonprofiteer
← CAROLINA FOOTHILLS FOUNDATION

Form 990 for tax year 2023

Filed by CAROLINA FOOTHILLS FOUNDATION.

Totals

Total revenue
$2,420,642
Total expenses
$5,287,148
Contributions and grants received
$357,722
Grants paid
$2,492,204
Program service revenue
$41,960
Investment income
$1,101,868
Other revenue
$919,092
Total assets, end of year
$63,515,435
Total liabilities, end of year
$154,423
Net assets or fund balances, end of year
$63,361,012
Program services expenses (Part IX)
$3,330,023
Management and general expenses
$1,957,125
Fundraising expenses
$0
Program service expenses (Part III)
$3,330,023

Program services were 63.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LINDA EDGERTON

    VICE-CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • JACKIE HAMPTON

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JOHN CROTTS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PATRICIA KEETER

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • MARK OXTOBY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DORIS CLARK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BOB KEITH

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • RITA R BURCH

    CEO/PRESIDENT

    Total calculated
    $215,640
    From this org
    $201,383
    From related orgs
    $0
    Other
    $14,257
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,780
    Bonus
    $5,363
    Other
    $17,240
    Deferred
    $0
    Nontaxable benefits
    $14,257
    Filer's total
    $215,640

  • HEIDI OWEN

    ELDERCARE EXECUTIVE DIRECTOR

    Total calculated
    $164,738
    From this org
    $154,500
    From related orgs
    $0
    Other
    $10,238
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,000
    Bonus
    $4,500
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $10,238
    Filer's total
    $164,738

  • CONNIE BAILEY

    DIRECTOR OF FINANCE

    Total calculated
    $131,006
    From this org
    $115,506
    From related orgs
    $0
    Other
    $15,500
    Hours/week
    40

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 survey or study

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

The filer's explanations (Part III)

PART I, LINE 3
THE ORGANIZATION USES A COMPENSATION SURVEY TO DETERMINE COMPENSATION AND THE COMPENSATION IS APPROVED BY THE PERSONNEL COMMITTEE AND BOARD OF DIRECTORS.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Provenance

Return type
form_990
Tax year
2023
Filed
18 November 2024
IRS schema version
2023v5.1
Source object
202403239349301800

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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