2024-06-26T11:58:44-04:00 2023-12-31 383828234 CARTER P C 301 COLLEGE ST STE 320 ASHEVILLE NC 288012449 990 2023-01-01 582172660 AMY WELLNESS FOUNDATION AMYW 8285924083 31 CROSS ST STE 266 SPRUCE PINE NC 28777 LUKE HOWE EXECUTIVE DIRECTOR 8287716720 2024-06-26 true LUKE HOWE 999009999 true RUFUS W DOLLAR P01293995 8282599900 2024-06-26 2023 2023-04-26 12:10:37Z X LUKE HOWE 31 CROSS ST STE 266 SPRUCE PINE NC 28777 13431823 false X AMYWELLNESSFOUNDATION.ORG X 1995 NC RAISE FUNDS FOR COMMUNITY SUPPORT 7 7 4 8 0 332132 1297602 0 194896 -771925 468 13243 527496 538920 1676512 1003556 0 313211 339944 0 244275 138395 209155 2128118 1552655 -1600622 -1013735 10601716 10526371 1118525 598106 9483191 9928265 X TO IMPROVE THE HEALTH AND WELL-BEING OF THE PEOPLE IN WESTERN NORTH CAROLINA, WITH PARTICULAR EMPHASIS ON THOSE LIVING IN AVERY, MITCHELL, AND YANCEY COUNTIES. IN DOING SO, THE FOUNDATION WILL MAKE GRANTS TO ELIGIBLE ORGANIZATIONS THAT WORK TO IMPROVE THE HEALTH AND WELL-BEING OF THE PEOPLE IN THOSE AREAS. false false 1131404 1003556 CONTINUING MANY PROGRAMS FROM THE PRIOR YEAR, THE ORGANIZATION PROVIDED AN ADDITIONAL 1,003,556 IN FINANCIAL SUPPORT TO VARIOUS COMMUNITY ORGANIZATIONS FOR OPERATIONAL AND CAPITAL NEEDS. SEE 990 SCHEDULE I FOR DETAILS. 1131404 true true false false false false false false false false true true false false true true true false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false true 4 0 true 4 true false false false false false false false false false false false false X 7 7 false false false false false false false true true false false true true true true true true true false false X LUKE HOWE 8285924083 31 CROSS ST STE 266 SPRUCE PINE NC 28777 STARLI MCDOWELL CHAIR 1.00 X X 0 0 0 JOHN MILLER VICE CHAIR 1.00 X X 0 0 0 JOHN BLACKBURN TREASURER 1.00 X X 0 0 0 BARBARA MIDDLETON BOARD MEMBER 1.00 X 0 0 0 LISA SHULTZ BOARD MEMBER 1.00 X 0 0 0 BRENDA HOWELL-SPARKS BOARD MEMBER 1.00 X 0 0 0 JOHN HARTOM BOARD MEMBER 1.00 X 0 0 0 LUKE HOWE EXECUTIVE DI 40.00 X 147327 0 15322 CAITLIN TREW-JOHNSON ASSOCIATE DI 40.00 X 117848 0 25761 265175 41083 2 false true false 1297602 1297602 270234 270234 24270 11027 13243 13243 13243 11839717 12881876 -1042159 -1042159 -1042159 538920 -758682 1003556 1003556 161748 40437 121311 130488 55563 18731 56194 12420 2484 2484 7452 13342 5553 1948 5841 21946 4389 4389 13168 12355 12355 23348 23348 70304 70304 12525 3131 9394 5562 1390 4172 24629 6156 18473 6875 1719 5156 4084 2447 1637 27301 27301 20203 20203 1969 492 1477 1552655 1131404 176976 244275 79538 61178 2201780 1785887 8297 65776 10489 7747 8846 11480 1615671 20203 1093046 1595468 7193746 6427744 560675 5974 10416 10601716 10526371 419690 27073 692784 567861 6051 3172 1118525 598106 X 8983191 9833265 500000 95000 9483191 9928265 10601716 10526371 -1013735 1458809 X false true X true X 113057 5367896 6581363 332132 1297602 13692050 113057 5367896 6581363 332132 1297602 13692050 2262198 11429852 21478 225075 564763 342274 199930 1353520 15045570 0.75970 0.87270 X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28300 28300 1561890 18989 1542901 25481 1214 24267 1595468 560675 F 560675 MATURITIES OF OP LEASE 3172 3172 X 1938452 1458809 11027 1469836 468616 70304 70304 538920 1493378 11027 11027 1482351 70304 70304 1552655 SCHEDULE D, PAGE 3, PART X THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SEC 501(C)(3) OF THE INTERNAL REVENUE CODE EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION'S RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR THE YEARS ENDED DECEMBER 31, 2022, 2021, 2020, ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 2D RENTAL EXP NET WITH REVENUE 11,027 SCHEDULE D, PAGE 4, PART XII, LINE 2D RENTAL EXP NET WITH REVENUE 11,027 true BLUE RIDGE PARTNERSHIP FOR CHILDREN PO BOX 1387 BURNSVILLE NC 28714 561921260 501C3 48000 COLLABORATION/PLAN BULADEAN COMMUNITY FOUNDATION 12190 NC 226 HWY BAKERSVILLE NC 28705 461470662 501C3 47240 COMMUNITY FOUNDATION DIG IN YANCEY COMMUNITY GARDEN PO BOX 1095 BURNSVILLE NC 28714 273078971 501C3 35000 STAFF POSITIONS MITCHELL GIVING GARDENS PO BOX 356 SPURCE PINE NC 28777 862012354 501C3 12825 CAPACITY BUILDING MOUNTAIN COMMUNITY HEALTH PARTNERSHIP 621 MICAVILLE LP BURNSVILLE NC 28714 561084427 501C3 10000 HEALTH CARE MY NEIGHBORS INC PO BOX 686 BURNSVILLE NC 28714 475512738 501C3 10000 GENERAL PARTNERS ALIGNED TOWARD HEALTH 202 MEDICAL CAMPUS DR BURNSVILLE NC 28714 562063898 501C3 8070 COVID-19 SOUTHERN RECONCILIATION MINISTRIES PO BOX 1147 BURSVILLE NC 28714 561373255 501C3 50000 NUTRITION PROGRAMS YANCEY COUNTY SCHOOLS PO BOX 190 BURNSVILLE NC 28714 GOV 23500 FAMILY RESILIENCE YMCA OF AVERY COUNTY PO BOX 707 LINVILLE NC 28646 204910495 501C3 750000 CAPACITY BUILDING 12 SCHEDULE I, PAGE 1, PART I, LINE 2 EXCERPT FROM FOUNDATION'S GRANT POLICY: GRANT PROPOSALS ARE REVIEWED AND EVALUATED BY EACH BOARD MEMBER INDIVIDUALLY. EACH BOARD MEMBER SENDS HIS OR HER RECOMMENDATIONS TO STAFF FOLLOWING EVALUATION OF EACH GRANT PROPOSAL. STAFF COMPILES THE REVIEWS OF EACH BOARD MEMBER AND SHARES THE COLLECTIVE RECOMMENDATIONS WITH THE FULL BOARD. THE BOARD CONSIDERS THE COLLECTIVE RECOMMENDATIONS THROUGH EMAIL OR A MONTHLY MEETING (IN-PERSON OR VIRTUAL) AND SELECTS EACH MONTH'S GRANTEES PURSUANT TO A VOTE IN ACCORDANCE WITH THE FOUNDATION'S BYLAWS. FOLLOWING APPROVAL OF ANY AWARD, THE APPLICANT WILL ASSIGN A LIAISON TO THE FOUNDATION WHO WILL BE RESPONSIBLE FOR REPORTING TO THE FOUNDATION ON THE FOLLOWING: - IMPLEMENTATION OF THE PROJECT IN ACCORDANCE WITH THE BUDGET, SCHEDULE, AND PURPOSE FOR WHICH GRANT FUNDS WERE REQUESTED AND APPROVED, - SUBMISSION OF REQUIRED EXPENDITURE AND PROGRESS REPORTS PURSUANT TO A SCHEDULE SET FORTH BY THE GRANT AGREEMENT, - EVALUATION OF PROJECT OUTCOMES THROUGH TRACKING PROGRESS TOWARDS OBJECTIVES AND MEASURES TO BE ACCOMPLISHED AS STATED IN GRANT APPLICATION AND IN THE GRANT AGREEMENT, AND - ANTICIPATED BUDGET, SCHEDULE, OR PROGRAM VARIANCES. EXTENSIVE CHANGES TO BUDGET, SCHEDULE, OR PROGRAM OBJECTIVES MAY VIOLATE THE GRANT AGREEMENT AND JEOPARDIZE DISBURSEMENTS AND FUTURE GRANT APPLICATIONS, SO SHOULD BE AVOIDED. FOR FULL POLICY DETAILS, CONTACT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. X X false false false false false false false false false LUKE HOWE EXECUTIVE DIRECTOR 120000 26500 827 7200 8122 162649 FORM 990 - ORGANIZATION'S MISSION TO IMPROVE THE HEALTH AND WELL-BEING OF THE PEOPLE IN WESTERN NORTH CAROLINA, WITH PARTICULAR EMPHASIS ON THOSE LIVING IN AVERY, MITCHELL, AND YANCEY COUNTIES. IN DOING SO, THE FOUNDATION WILL MAKE GRANTS TO ELIGIBLE ORGANIZATIONS THAT WORK TO IMPROVE THE HEALTH AND WELL-BEING OF THE PEOPLE IN THOSE AREAS. FORM 990, PAGE 6, PART VI, LINE 11B THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTANT WITH ASSISTANCE AND OVERSIGHT BY MANAGEMENT. UPON COMPLETION AND REVIEW, THE RETURN WAS PROVIDED TO EACH VOTING BOARD MEMBER PRIOR TO SUBMISSION TO THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C ALL VOTING BOARD MEMBERS SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY AND NOTE ANY CONFLICTS THAT ARE PRESENT AT EACH BOARD MEETING. ALL VOTING BOARD MEMBERS ARE RESPONSIBLE FOR MAKING CONFLICTS OF INTEREST KNOWN AND POTENTIALLY INTERESTED PARTIES ARE EXCUSED FROM DISCUSSIONS AND VOTES. FORM 990, PAGE 6, PART VI, LINE 15A THE ORGANIZATION HAS A COMPENSATION COMMITTEE COMPRISED OF THREE MEMBERS OF THE BOARD AND EXISTS TO PROVIDE STRATEGIC SUPPORT REGARDING COMPENSATION AND ASSESS THE ADEQUACY AND REASONABLNESS OF THE TOTAL COMPENSATION PAID TO THE EXECUTIVE DIRECTOR AND THE FOUNDATION'S OTHER EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE.