2024-02-14T07:49:18-06:00 2023-06-30 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990 2022-07-01 560571223 CHARLOTTE RESCUE MISSION CHAR 7043344635 907 WEST FIRST STREET CHARLOTTE NC 28202 BRIAN BARA CHIEF FINANCIAL OFFICER 7043344635 2024-01-30 1 BRIAN BARA 999009999 0 PAULA P TILLEY P00051456 7043770239 2024-01-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z REV TONY MARCIANO 907 WEST FIRST STREET CHARLOTTE NC 28202 20109660 0 X WWW.CHARLOTTERESCUEMISSION.ORG X 1938 NC CHARLOTTE RESCUE MISSION (CRM)'S TWO PRIMARY PROGRAMS ARE CHRISTIAN RESIDENTIAL RECOVERY PROGRAMS FOR MEN (REBOUND) AND WOMEN (DOVE'S NEST) SUFFERING FROM DRUG AND/OR ALCOHOL ADDICTIONS, THE MAJORITY OF WHOM ARE HOMELESS OR BORDERLINE HOMELESS INDIVIDUALS. BOTH PROGRAMS UTILIZE THE PRINCIPLES OF ALCOHOLICS ANONYMOUS, IDENTIFYING JESUS CHRIST AS THE "HIGHER POWER, AND PROVIDE AN EXTENSIVE COUNSELING PROGRAM THAT SEEKS TO MEET THE SPIRITUAL, PHYSICAL, EMOTIONAL, SOCIAL AND VOCATIONAL NEEDS OF OUR CLIENTS. CLIENTS IN BOTH PROGRAMS ARE NOT CHARGED FOR OUR SERVICES, AS MOST ARE EXTREMELY LOW INCOME AND VERY FEW HAVE ANY SORT OF HEALTH INSURANCE COVERAGE. 11 11 134 18684 0 0 24281097 19693210 144044 258206 19005 18309 194935 93484 24639081 20063209 0 0 0 0 5090359 5386024 400571 896132 1447572 4237147 3802770 9728077 10084926 14911004 9978283 34259789 48222977 1276013 2660353 32983776 45562624 TO MINISTER THE GOOD NEWS OF CHRISTIANITY TO INDIVIDUALS CAUGHT IN THE CRISIS OF HOPELESSNESS, POVERTY OR CHEMICAL ADDICTIONS BY MEETING THEIR SPIRITUAL, PHYSICAL, EMOTIONAL, SOCIAL, AND VOCATIONAL NEEDS. 0 0 3708891 314842 THE REBOUND MEN'S PROGRAMS PROVIDED SERVICES TO 634 MEN DURING THE YEAR. 3401620 316750 THE DOVE'S NEST WOMEN'S AND FAMILIES PROGRAMS PROVIDED SERVICES TO 497 WOMEN AND CHILDREN DURING THE YEAR. 915854 261206 THE RECOVERY LIVING AFTERCARE PROGRAM PROVIDED SERVICES TO 420 MEN AND WOMEN DURING THE YEAR. 8026365 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 38 0 1 134 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X BRIAN BARA 7043344635 907 W FIRST STREET CHARLOTTE NC 28202 DAVID OSTERHUS DIRECTOR 1.00 X X 0 0 0 MARC COOPER TREASURER 2.00 X X 0 0 0 MEREDITH DOLHARE SECRETARY 2.00 X X 0 0 0 KIM OVERMAN DIRECTOR 1.00 X 0 0 0 RYAN TAYLOR DIRECTOR 1.00 X 0 0 0 TIM GARRISON CHAIRMAN 2.00 X X 0 0 0 VICTOR NICHOLSON VICE CHAIRMAN 2.00 X X 0 0 0 CLAUDETTE PARHAM DIRECTOR 1.00 X 0 0 0 ERIC CHRISTIAN DIRECTOR 1.00 X 0 0 0 PATRICIA CLEMENT DIRECTOR 1.00 X 0 0 0 JIM FRIAS DIRECTOR 1.00 X 0 0 0 PAMELA LEWIS DIRECTOR 1.00 X 0 0 0 MICHAEL PHALEN DIRECTOR 1.00 X 0 0 0 TAMARA SMITH DIRECTOR 1.00 X 0 0 0 ANTHONY MARCIANO II PRESIDENT AND CEO 55.00 4.00 X 137417 0 68311 BRIAN BARA CHIEF FINANCIAL OFFICER 40.00 2.00 X 84742 0 25306 222159 0 93617 1 0 1 0 MASTERWORKS 19462 POWDER HILL PL NE POULSBA WA 98370 DIRECT MAIL AND CONSULTING 637581 1 19693210 19693210 PROGRAM AFTERCARE INCOME 624100 258206 258206 258206 18849 18849 540 -540 -540 -540 139395 45911 93484 93484 20063209 258206 0 111793 X 335197 55231 171410 108556 3885992 3357127 56163 472702 102458 84503 9028 8927 717386 574338 79982 63066 344991 251094 53828 40069 5700 5000 700 175799 68632 107167 896132 896132 148420 40611 64772 43037 45523 22374 23149 33884 423 2850 30611 155794 129079 13653 13062 923800 916203 6175 1422 36528 35573 895 60 700268 676523 19021 4724 120076 116002 2085 1989 FOOD & KITCHEN EXPENSE 775793 775422 0 371 IN-KIND WAREHOUSE EXPEN 566492 566492 0 0 RESIDENT EXPENSE 226591 226591 0 0 COMMUNICATIONS 91209 76159 7069 7981 -203107 117620 54726 -375453 10084926 8026365 610989 1447572 13159986 7349812 6677620 4687755 1864501 2562734 96519 85790 178431 509830 34419889 6266413 11891385 28153476 0 2862867 391347 2010713 34259789 48222977 260513 12939 15500 0 1000000 2647414 1276013 2660353 X 18093933 38388633 14889843 7173991 32983776 45562624 34259789 48222977 X 9978283 2600565 X X 0 1 X 1 0 X 7518240 8431159 12678960 24534937 19693210 72856506 99471 79311 90559 144044 258206 671591 11537 11537 7617711 8510470 12769519 24678981 19962953 73539634 53100 102002 377428 3433784 138308 4104622 0 53100 102002 377428 3433784 138308 4104622 69435012 16271 7923 5094 12959 18849 61096 16271 7923 5094 12959 18849 61096 8272 7223 8625 542215 488883 1055218 7642254 8525616 12783238 25234155 20470685 74655948 0.93010 0.92470 0.00080 0.00950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1984743 878124 2862867 1642559 587314 -245130 1984743 1113694 372145 156720 1642559 795781 273800 44113 1113694 570916 184435 40430 795781 0.14600 0.85400 0 0 325100 325100 10058012 3405822 6652190 2587434 1917564 669870 21449343 943027 20506316 28153476 LONG TERM NOTE PAYABLE 1000000 OPERATING LEASE LIABILITY 1647414 2647414 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT WAS ESTABLISHED FOR THE PURPOSE OF SUPPORTING THE OPERATIONS OF CHARLOTTE RESCUE MISSION. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. PART X, LINE 2: THE ORGANIZATION IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION RECORDS LIABILITIES FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN WHEN THOSE POSITIONS ARE DEEMED UNCERTAIN TO BE UPHELD IN AN EXAMINATION BY TAXING AUTHORITIES. NO LIABILITIES FOR UNCERTAIN INCOME TAX POSITIONS WERE RECORDED AS OF JUNE 30, 2023 AND 2022. X X X X X X X 1 MASTERWORKS 19462 POWDER HILL PL NE POULSBO WA 98370 DIRECT MAILING 0 1452627 895503 557124 DOUGLAS SHAW 1717 PARK STREET NAPERVILLE IL 60563 DIRECT MAILING 0 767553 382501 385052 2220180 1278004 942176 NC SC TN VA ANNUAL FALL EVENT 20625 20625 3000 1229 GOLF TOURNAMENT 77250 77250 100 7998 6222 5 41520 41520 9963 17399 139395 139395 100 20961 24850 45911 93484 X X 1 1 X X 0 0 0 0 0 0 0 0 0 ANTHONY MARCIANO II PRESIDENT AND CEO 137417 0 0 0 0 0 14814 0 53497 0 205728 0 0 0 X 15 117515 FAIR MARKET VALUE X 11 181491 FAIR MARKET VALUE X WAREHOUSE ITEMS 26 566492 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: CRM USES WELLS FARGO ADVISORS AND ONLINE PLATFORM OVERFLOW TO PROCESS STOCK DONATIONS. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT CPA FIRM PREPARES THE FORM 990. TOP MANAGEMENT AND FINANCE OFFICERS OF THE ORGANIZATION REVIEW THE RETURN. THE REVIEWED FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND STAFF MUST COMPLETE A CONFLICT OF INTEREST DISCLOSURE ANNUALLY. THE PRESIDENT/CEO REVIEWS ALL RETURNED WRITTEN DOCUMENTS RECEIVED IN RESPONSE TO THE REQUEST. ANY HE DEEMS SIGNFICIANT ARE BROUGHT TO THE ATTENTION OF THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A PRESIDENT/CEO COMPENSATION IS REVIEWED BY MEMBERS OF THE BOARD ANNUALLY AND DOCUMENTED IN THE BOARD MINUTES. ADDITIONALLY, EVALUATION OF ALL STAFF SALARIES IS CONDUCTED ANNUALLY UTILIZING A VARIETY OF INDEPENDENT OUTSIDE SOURCES. EMPLOYEE COMPENSATION FOR ALL STAFF IS REVIEWED BY THE HUMAN RESOURCE MANAGER AND THE DIRECTOR OF FINANCE AND ADMINISTRATION ANNUALLY, USING THESE OUTSIDE SOURCES FOR CONSIDERATION OF THE PAY RANGES FOR ALL POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS AND PUBLIC COPY OF THE FORM 990 ARE ALSO PROVIDED ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 24E BANK CHARGES: PROGRAM SERVICE EXPENSES 787. MANAGEMENT AND GENERAL EXPENSES 3,947. FUNDRAISING EXPENSES 57,545. TOTAL EXPENSES 62,279. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 116,833. MANAGEMENT AND GENERAL EXPENSES 50,779. FUNDRAISING EXPENSES -432,998. TOTAL EXPENSES -265,386. PART IX LINE 24E MISCELLANEOUS FUNDRAISING EXPENSES INCLUDES RECOVERY OF PLEDGES IN THE AMOUNT OF $456,765. FORM 990, PART XI, LINE 9: TRANSFER OF ASSETS FROM CHARLOTTE RESCUE MISSION ENDOWMENT NET OF LIABILITY 2,600,565. FORM 990, PART XI, LINE 2C, AUDIT COMMITTEE: THE AUDIT COMMITTEE'S PROCESS OF EVALUATION HAS NOT CHANGED SINCE PRIOR YEAR. CHARLOTTE RESCUE MISSION ENDOWMENT 907 W 1ST STREET CHARLOTTE NC 28202 472414761 TO PERFORM THE ENDOWMENT FUNCTIONS OF CHARLOTTE RESCUE MISSION NC 501(C)(3) LINE 12A, I CHARLOTTE RESCUE MISSION 1 CHARLOTTE RESCUE MISSION SOCIAL ENTERPRISE 907 W 1ST STREET CHARLOTTE NC 28202 822674790 TO PERFORM THE SOCIAL ENTERPRISE FUNCTION OF CHARLOTTE RESCUE MISSION NC 501(C)(3) LINE 12A, I CHARLOTTE RESCUE MISSION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 CHARLOTTE RESCUE MISSION ENDOWMENT S 2862867 MARKET VALUE OF SECURITIES CHARLOTTE RESCUE MISSION SOCIAL ENTERPRISE R 414717 CASH