Nonprofit · EIN 85-0548753
ATRIUM HEALTH EMPLOYEE ASSISTANCE INC
Tax-exempt · CHARLOTTE, NC 28232
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $730,338 | $953,432 | -$223,094 | $1,653,692 | $0 | $1,653,692 |
| December 31, 2023 | 990 | $678,004 | $1,011,638 | -$333,634 | $2,876,786 | $0 | $2,876,786 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $683,875
- Program service revenue
- $0
- Investment income
- $46,463
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $896,600
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $23,086
- Accounting fees
- $29,925
- Program services (functional)
- $900,421
- Management and general (functional)
- $53,011
Balance sheet and other
- Total assets, start of year
- $2,876,786
- Total assets, end of year
- $1,653,692
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,653,692
- Net assets without donor restrictions
- $1,653,692
- Gross receipts
- $730,338
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2020
- 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 |
|---|---|---|---|---|---|
| ELECTA MCPHERSON | TREASURER Officer | 2 | $0 | $416,376 | $67,784 |
| FRANK MCCREE | DIRECTOR Trustee or director | 2 | $0 | $279,813 | $35,332 |
| JOSEPH FORQUER | CHAIR & PRESIDENT Trustee or director, Officer | 2 | $0 | $189,040 | $26,669 |
| LAUREN ADAMS | DIRECTOR Trustee or director | 2 | $0 | $156,385 | $19,534 |
| WENDY RUTH PAXTON | SECRETARY & VP Trustee or director, Officer | 2 | $0 | $149,566 | $26,023 |
| EMILY VIVERETTE | DIRECTOR Trustee or director | 2 | $0 | $136,634 | $37,558 |
| EMILY WILSON | VICE PRESIDENT Officer | 2 | $0 | $122,123 | $35,646 |
| AUDREY PURCELL-JARRELL | DIRECTOR Trustee or director | 2 | $0 | $120,278 | $18,019 |
| ALINA MOCAN | DIRECTOR, ASST TREASURER Trustee or director, Officer | 2 | $0 | $94,546 | $32,446 |
| ELAINE JONES | DIRECTOR Trustee or director | 2 | $0 | $94,080 | $20,355 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LUCY DEAN | CHAIR & PRES (TO 5/31/23) Trustee or director, Officer | 5 | $0 | $326,919 | $22,055 |
| ELECTA MCPHERSON | TREASURER Officer | 4 | $0 | $291,220 | $55,887 |
| FRANK MCCREE | DIRECTOR (FR 1/1/23) Trustee or director | 2 | $0 | $263,971 | $41,334 |
| JOE FORQUER | CHAIR & PRESIDENT (FR 6/1/23) Trustee or director, Officer | 2 | $0 | $180,397 | $28,156 |
| WENDY RUTH PAXTON | DIRECTOR, SECRETARY Trustee or director, Officer | 2 | $0 | $132,604 | $33,017 |
| ALINA MOCAN | DIRECTOR, ASST TREASURER (FR 1/16/23) Trustee or director, Officer | 2 | $0 | $63,473 | $30,392 |
| LUTETIA BAILEY | DIRECTOR Trustee or director | 2.5 | $0 | $0 | $0 |
| BILL MERRITT | DIRECTOR (TO 1/31/23) Trustee or director | 4 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 32861, CHARLOTTE, NC 28232-2861
- In care of
- % LUCY DEAN - PRESIDENT
- Principal officer (990 for 2024)
- JOE FORQUER, PO BOX 32861, CHARLOTTE, NC 283232861
- Signed the 990
- JOE FORQUER, BOARD CHAIRMAN AND PRESIDENT
- Phone
- (704) 631-0487
Mission
TO ELEVATE HOPE - FOR ALL ATRIUM HEALTH TEAMMATE HEROES - BY PROVIDING EMERGENCY FINANCIAL ASSISTANCE TO TEAMMATES FOR QUALIFYING NEEDS
Program accomplishments
- THE ORGANIZATION WAS CREATED TO OPERATE A CHARITABLE DISASTER RELIEF PROGRAM FOR CURRENT AND FUTURE EMPLOYEES OF THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY ("CMHA", DBA ATRIUM HEALTH) AND ANY OF ITS AFFILIATES, AS DESIGNATED BY CMHA (AFFILIATE), AND TO PROVIDE FINANCIAL ASSISTANCE WHEN SUCH TEAMMATES HAVE SUFFERED A HARDSHIP CAUSED BY CATASTROPHIC EVENTS BEYOND THEIR CONTROL.DURING CALENDAR YEAR 2024, THE ORGANIZATION PROVIDED EMERGENCY FINANCIAL ASSISTANCE TO 480 TEAMMATES OF CMHA AND ITS AFFILIATES.Expenses $900,421 · grants $896,600
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
- 85-0548753
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public safety, disaster preparedness and relief (M20)
- Assets (IRS master file)
- $1,653,692
- Income (IRS master file)
- $730,338
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $730,338 | $953,432 | $1,653,692 | IRS |
| 990 | December 2023 | $678,004 | $1,011,638 | $2,876,786 | XML |
| 990 | December 2022 | $831,503 | $665,460 | $3,210,420 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | 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 85-0548753).
Questions about ATRIUM HEALTH EMPLOYEE ASSISTANCE INC
- What is the EIN of ATRIUM HEALTH EMPLOYEE ASSISTANCE INC?
- The employer identification number (EIN) of ATRIUM HEALTH EMPLOYEE ASSISTANCE INC is 85-0548753.
- Is ATRIUM HEALTH EMPLOYEE ASSISTANCE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to ATRIUM HEALTH EMPLOYEE ASSISTANCE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ATRIUM HEALTH EMPLOYEE ASSISTANCE INC 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 EMPLOYEE ASSISTANCE INC 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 EMPLOYEE ASSISTANCE INC 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 EMPLOYEE ASSISTANCE INC?
- The 990 for the year ended December 31, 2024 names JOE FORQUER.
- Who are the officers and directors of ATRIUM HEALTH EMPLOYEE ASSISTANCE INC?
- The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does ATRIUM HEALTH EMPLOYEE ASSISTANCE INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $730,338, expenses of $953,432 and total assets of $1,653,692 at year end.
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