Form 990 for tax year 2023
Filed by HEALTHY CHARLOTTE ALLIANCE INC.
Totals
- Total revenue
- $148,928
- Total expenses
- $192,996
- Contributions and grants received
- $60,786
- Grants paid
- $96,120
- Program service revenue
- $12,981
- Investment income
- $73,477
- Other revenue
- $1,684
- Total assets, end of year
- $2,058,677
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $2,058,677
- Program services expenses (Part IX)
- $152,343
- Management and general expenses
- $36,294
- Fundraising expenses
- $4,359
- Program service expenses (Part III)
- $152,343
Program services were 78.9% 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.
-
1c · Fundraising events
$26,050
-
1f · All other contributions, gifts and grants
$34,736
-
1g · Noncash contributions included above
$50
-
2a · Program service revenue: Activity fees
total $12,981 · related or exempt $12,981
-
3 · Investment income
total $73,477 · excluded $73,477
-
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
-
8a · Fundraising events: gross income
$8,581
-
8a · Fundraising events: contributions included on line 1c
$26,050
-
8b · Fundraising events: direct expenses
$7,397
-
8c · Net income from fundraising events
total $1,184
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Misc Income
total $500 · related or exempt $500
-
11e · Other revenue, total
$500
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $96,120 · program services $96,120
-
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 $57,369 · program services $43,027 · management and general $11,474 · fundraising $2,868
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $2,680 · program services $197 · management and general $2,286 · fundraising $197
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $18,483 · management and general $18,483
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $900 · program services $360 · management and general $360 · fundraising $180
-
13 · Office expenses
total $580 · program services $275 · management and general $305
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $2,747 · program services $1,099 · management and general $1,373 · fundraising $275
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $1,632 · program services $326 · management and general $1,306
-
24a · Other expenses: Programs
total $8,301 · program services $8,301
-
24b · Other expenses: Website Services
total $1,944 · program services $1,458 · fundraising $486
-
24c · Other expenses: Bank charges
total $1,432 · program services $762 · management and general $480 · fundraising $190
-
24d · Other expenses: Postage and Shipping
total $388 · program services $132 · management and general $128 · fundraising $128
-
24e · All other expenses
total $420 · program services $286 · management and general $99 · fundraising $35
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $33,536 · end of year $47,788
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $480 · end of year $396
-
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
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $1,857,126 · end of year $2,010,493
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
27 · Net assets without donor restrictions
beginning of year $1,891,142 · end of year $2,058,677
Mission and programs · 2023
Mission
Healthy Charlotte Alliance (Alliance) is a non-profit organization whose purpose is to improve the health and quality of life for all people of Mecklenburg County. It offers educational and informative events and lectures about health and wellness; grants and awards given through our endowment; and fun, informative meetings for members.
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $152,343 · Grants $96,120
As filed on the 2023 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.
Listed in Part VII
-
Erin Edwards
Executive Dir.
- Total calculated
- $55,098
- From this org
- $55,098
- From related orgs
- $0
- Other
- $0
- Hours/week
- 20
-
Karen Chandler
Board President
- Total calculated
- $0
- Hours/week
- 8
-
Mimi Compton
VP Awards
- Total calculated
- $0
- Hours/week
- 2
-
Joan Scharf
At-Large
- Total calculated
- $0
- Hours/week
- 2
-
Leslie Aronovitz
Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
Kendra May
VP, Edu & Prog
- Total calculated
- $0
- Hours/week
- 3
-
Trisha Mendoza
VP Grants
- Total calculated
- $0
- Hours/week
- 3
-
Sherry Ward
At-Large
- Total calculated
- $0
- Hours/week
- 2
-
Mitzi Yount
Parliamentarian
- Total calculated
- $0
- Hours/week
- 2
-
Jennie Carruth
At-Large
- Total calculated
- $0
- Hours/week
- 2
-
Cristina Licari
At-Large
- Total calculated
- $0
- Hours/week
- 2
-
Jane Llewellyn
At-Large
- Total calculated
- $0
- Hours/week
- 2
-
Becky Williford
Corr. Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Julie Adams
VP Membership
- Total calculated
- $0
- Hours/week
- 2
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.
Grants on this return
-
$50,000
Contribution to mission
-
$25,000
Contribution to mission
-
$20,000
Contribution to mission
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 3 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402779349300970
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