Nonprofit · EIN 56-6060481
ATRIUM HEALTH FOUNDATION
Tax-exempt · CHARLOTTE, NC 28226
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $150,109,810 | $51,614,932 | $98,494,878 | $556,746,640 | $7,312,611 | $549,434,029 |
| December 31, 2023 | 990 | $66,370,378 | $64,503,775 | $1,866,603 | $508,029,201 | $7,091,325 | $500,937,876 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $63,262,530
- Program service revenue
- $0
- Investment income
- $87,055,486
- Net rental income
- $1,098,447
- Net gain from sales of assets
- $83,812,770
- Net income from fundraising events
- -$1,306,653
- Other revenue
- -$208,206
Expenses
- Grants and similar amounts paid
- $42,791,804
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $15,575
- Occupancy
- $82,859
- Travel
- $46,809
- Depreciation
- $110,895
- Program services (functional)
- $42,791,804
- Management and general (functional)
- $1,747,138
- Fundraising (functional)
- $7,075,990
Balance sheet and other
- Total assets, start of year
- $508,029,201
- Total assets, end of year
- $556,746,640
- Total liabilities, end of year
- $7,312,611
- Net assets, end of year
- $549,434,029
- Land, buildings and equipment
- $7,047,415
- Publicly traded securities
- $447,291,236
- Net assets without donor restrictions
- $16,777,885
- Net assets with donor restrictions
- $532,656,144
- Gross receipts
- $471,360,253
- Employees
- 0
- Volunteers
- 300
- Year formed
- 1959
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ARMANDO L CHARDIET | PRESIDENT Officer | 50 | $0 | $1,475,348 | $135,166 |
| ELECTA E MCPHERSON | SVP OPERATIONS & CFO Officer | 50 | $0 | $416,376 | $67,784 |
| KIRSTIN E ASHFORD | VP, CHIEF OF STAFF Officer | 50 | $0 | $254,670 | $41,652 |
| MARK L GRIFFITH | VP, DEVELOPMENT Key employee | 50 | $0 | $247,219 | $44,456 |
| KATHERINE SCHMITT | AVP, FINANCE Highest-paid employee | 40 | $0 | $177,802 | $23,280 |
| RACHEL ELLIS | AVP, CORP & FDN RELATIONS/GRANTS Highest-paid employee | 40 | $0 | $178,522 | $13,486 |
| RYAN MARSHALL | AVP, DEVELOPMENT Highest-paid employee | 40 | $0 | $158,527 | $27,354 |
| KATHLEEN LEFEVER | AVP, STRAT RELATIONS & COM Highest-paid employee | 40 | $0 | $159,822 | $21,349 |
| KELLIE MCGREGOR | AVP, MAJOR GIFTS Highest-paid employee | 40 | $0 | $157,215 | $21,668 |
| MANDY S HOUSER | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LUTHER A LOCKWOOD II | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID SECREST | SECRETARY/DIRECTOR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TODD COLLINS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HOWARD BISSELL III | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HUGH CUMMINS III | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAY BEVERLY HEMBY | DIRECTOR Trustee or director | 1 | $0 |
| GREG JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| GREGORY OLSEN | DIRECTOR Trustee or director | 1 | $0 |
| MANUEL REY | DIRECTOR Trustee or director | 1 | $0 |
| MIKE RUCKER | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL SALVINO | DIRECTOR Trustee or director | 1 | $0 |
| BEVERLY LADLEY | DIRECTOR Trustee or director | 1 | $0 |
| DOUG LEBDA | DIRECTOR Trustee or director | 1 | $0 |
| NICOLE TEPPER | DIRECTOR Trustee or director | 1 | $0 |
| DAVID SHEFFER | DIRECTOR Trustee or director | 1 | $0 |
| GRACE NYSTRUM | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 26 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ARMANDO L CHARDIET | PRESIDENT Officer | 50 | $0 | $1,313,014 | $112,098 |
| ELECTA E MCPHERSON | SVP OPERATIONS & CFO Officer | 50 | $0 | $291,220 | $55,887 |
| MARK L GRIFFITH | VP, DEVELOPMENT Key employee | 50 | $0 | $187,381 | $41,237 |
| KIRSTIN E ASHFORD | VP, CHIEF OF STAFF Officer | 50 | $0 | $178,046 | $31,901 |
| RYAN MARSHALL | AVP, DEVELOPMENT Highest-paid employee | 40 | $0 | $147,631 | $26,377 |
| KELLIE MCGREGOR | AVP, MAJOR GIFTS Highest-paid employee | 40 | $0 | $144,647 | $21,203 |
| RACHEL ELLIS | AVP, CORP & FDN RELATIONS/GRANTS Highest-paid employee | 40 | $0 | $147,528 | $11,150 |
| KATHERINE SCHMITT | AVP, FINANCE Highest-paid employee | 40 | $0 | $133,391 | $22,925 |
| KATHLEEN LEFEVER | AVP, STRAT RELATIONS & COMMUNICATIONS Highest-paid employee | 40 | $0 | $128,002 | $18,973 |
| MANDY S HOUSER | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LUTHER A LOCKWOOD II | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID SECREST | SECRETARY/DIRECTOR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TODD COLLINS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HOWARD BISSELL III | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HUGH CUMMINS III | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MAY BEVERLY HEMBY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GREG JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GREGORY OLSEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MANUEL REY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIKE RUCKER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL SALVINO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BEVERLY LADLEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DOUG LEBDA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NICOLE TEPPER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID SHEFFER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SONJA NICHOLS THRU 42023 | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7800 PROVIDENCE RD STE 208, CHARLOTTE, NC 28226-2986
- Principal officer (990 for 2024)
- ARMANDO L CHARDIET, PO BOX 32861, CHARLOTTE, NC 28232
- Signed the 990
- ELECTA E MCPHERSON, SVP OPERATIONS & CFO
- Phone
- (704) 355-4048
- Return prepared by
- GRANT THORNTON ADVISORS LLC
Mission
IN SUPPORT OF ATRIUM HEALTH, WE:INSPIRE TRANSFORMATIONAL GIVING TO IMPROVE HEALTH, ELEVATE HOPE, AND ADVANCE HEALING - FOR ALL.
Program accomplishments
- SUPPORT FOR MEDICAL EDUCATION PROGRAMS: PROVIDED OPERATIONAL FUNDING FOR A VARIETY OF MEDICAL EDUCATION PROGRAMS CONDUCTED BY AH HOSPITALS TO BROADEN MEDICAL KNOWLEDGE, TRAINED HUNDREDS OF NEW MEDICAL PROFESSIONALS, AND ENHANCED MEDICAL CARE FOR THOUSANDS OF PATIENTS IN THE CAROLINAS.Expenses $10,000,000 · grants $10,000,000
- SUPPORT FOR COMMUNITY HEALTH EDUCATION & AWARENESS PROGRAMSExpenses $10,561,479 · grants $10,561,479
- SUPPORT FOR CHILDREN'S PROGRAMS & SERVICES: PROVIDED SIGNIFICANT SUPPORT FOR MEDICAL EQUIPMENT & PROGRAMMING IN NEWBORN & PEDIATRIC UNITS THROUGHOUT AH HOSPITALS.Expenses $7,234,938 · grants $7,234,938
- SUPPORT FOR MEDICAL, NURSING & ALLIED HEALTH EDUCATION: PROVIDED OPERATING & STUDENT SCHOLARSHIP SUPPORT FOR AH'S NURSING & ALLIED HEALTH EDUCATIONAL PROGRAMS THAT GRADUATE HUNDREDS OF PROFESSIONALS ANNUALLY TO SERVE AREA HOSPITALS AND OTHER HEALTHCARE FACILITIES.Expenses $1,811,298 · grants $1,811,298
- SUPPORT FOR PHYSICAL MEDICINE AND REHABILITATION: FUNDING FOR NEW INFASTRUCTURE, PROGRAMS, EDUCATION, ADVANCED TECHNOLOGY AND EQUIPMENT FOR THE REHABILITATION OF DISABLED PATIENTSExpenses $670,674 · grants $670,674
- SUPPORT FOR MUSCULAR DYSTROPHY RESEARCH PROGRAMSExpenses $928,733 · grants $928,733
- SUPPORT FOR CAROLINAS NEUROMUSCULAR/ALS CENTERExpenses $321,012 · grants $321,012
- SUPPORT FOR EMERGENCY MEDICINE & TRAUMA PROGRAMSExpenses $378,691 · grants $378,691
- SUPPORT FOR AH GENERAL AND MINIMALLY INVASIVE SURGERY PROGRAMSExpenses $682,296 · grants $682,296
- SUPPORT FOR SANGER HEART & VASCULAR INSTITUTE FACILITIES & RELATED PROGRAMSExpenses $2,751,840 · grants $2,751,840
- SUPPORT FOR AH ORTHOPAEDIC RESEARCHExpenses $308,158 · grants $308,158
- SUPPORT FOR AH NEUROSCIENCE RESEARCH/EDUCATIONExpenses $369,584 · grants $369,584
- SUPPORT FOR CMC-MERCY FACILITIES AND PROGRAMSExpenses $131,615 · grants $131,615
- SUPPORT FOR AH BEHAVIORAL HEALTH PROGRAMS & EDUCATIONExpenses $792,575 · grants $792,575
- SUPPORT FOR AH LONG-TERM CARE & HOSPICE PROGRAMSExpenses $614,984 · grants $614,984
- SUPPORT FOR CANCER PROGRAMS & RESEARCH: PROVIDE SUBSTANTIAL OPERATIONAL FUNDING FOR A VARIETY OF CANCER PROGRAMS AND RESEARCH INITIATIVES CONDUCTED BY AH HOSPITALS.Expenses $5,227,927 · grants $5,227,927
- SUPPORT FOR REGIONAL HOSPITALS AND PROGRAMSExpenses $6,000 · grants $6,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 56-6060481
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1960
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E12)
- Assets (IRS master file)
- $556,746,640
- Income (IRS master file)
- $471,360,253
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $150,109,810 | $51,614,932 | $556,746,640 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $66,370,378 | $64,503,775 | $508,029,201 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $84,047,402 | $45,016,290 | $469,651,254 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-6060481).
Questions about ATRIUM HEALTH FOUNDATION
- What is the EIN of ATRIUM HEALTH FOUNDATION?
- The employer identification number (EIN) of ATRIUM HEALTH FOUNDATION is 56-6060481.
- Is ATRIUM HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
- Are donations to ATRIUM HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ATRIUM HEALTH FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ATRIUM HEALTH FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ATRIUM HEALTH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ATRIUM HEALTH FOUNDATION?
- The 990 for the year ended December 31, 2024 names ARMANDO L CHARDIET.
- Who are the officers and directors of ATRIUM HEALTH FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 26 people; 0 received compensation from the organization.
- How much revenue does ATRIUM HEALTH FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $150,109,810, expenses of $51,614,932 and total assets of $556,746,640 at year end.
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