Nonprofit · EIN 46-4983404
CARMEL ASSISTANCE & RELIEF FOR EMPLOYEES FUND
Tax-exempt · CHARLOTTE, NC 28226
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $94,878 | $93,648 | $1,230 | $228,334 | $504 | $227,830 |
| September 30, 2024 | 990 | -$26,198 | $98,136 | -$124,334 | $227,883 | $1,283 | $226,600 |
| September 30, 2023 | 990 | $243,203 | $108,601 | $134,602 | $351,261 | $327 | $350,934 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $57,530
- Program service revenue
- $0
- Investment income
- $6,304
- Net income from fundraising events
- $31,044
- Other revenue
- $31,044
Expenses
- Grants and similar amounts paid
- $89,496
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $89,496
- Management and general (functional)
- $4,152
Balance sheet and other
- Total assets, start of year
- $227,883
- Total assets, end of year
- $228,334
- Total liabilities, end of year
- $504
- Net assets, end of year
- $227,830
- Net assets without donor restrictions
- $227,830
- Gross receipts
- $135,810
- Employees
- 0
- Volunteers
- 9
- Year formed
- 2014
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK DILLON | BOARD CHAIR Trustee or director, Officer | 5 | $0 |
| RICH HOEFLING | BOARD SECRETARY Trustee or director, Officer | 2 | $0 |
| PHILLIP COPE | BOARD TREASURER Trustee or director, Officer | 2 | $0 |
| EMILY HULL | BOARD MEMBER Trustee or director | 2 | $0 |
| MARIA SEVIGNY | BOARD MEMBER Trustee or director | 2 | $0 |
| MARY KATE WATKINS | BOARD MEMBER Trustee or director | 2 | $0 |
| RICK MEZE | BOARD MEMBER Trustee or director | 2 | $0 |
| STEVE CHEROK | BOARD MEMBER Trustee or director | 2 | $0 |
| TY MCBRIDE | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended September 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TY MCBRIDE | BOARD CHAIR Trustee or director | 5 | $0 |
| RICH HOEFLING | BOARD SECRETARY Trustee or director | 2 | $0 |
| PHILLIP COPE | BOARD TREASURER Trustee or director | 2 | $0 |
| JOE PETERSON | BOARD MEMBER Trustee or director | 2 | $0 |
| NICK TRIVISONNO | BOARD MEMBER Trustee or director | 2 | $0 |
| MELISSA GRAY KREAGER | BOARD MEMBER Trustee or director | 2 | $0 |
| GARY GREEN | BOARD MEMBER Trustee or director | 2 | $0 |
| STEVE CHEROK | BOARD MEMBER Trustee or director | 2 | $0 |
| PATRICK DILLION | BOARD MEMBER Trustee or director | 2 | $0 |
| JOHN NORMAN | BOARD MEMBER Trustee or director | 2 | $0 |
| AARON DAWSON | STAFF LIASON Trustee or director | 3 | $0 |
| KAREN ROSE | STAFF LIASON Trustee or director | 3 | $0 |
| DANN SMITH | BOARD MEMBER Trustee or director | 2 | $0 |
| RICK MENZE | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended September 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TY MCBRIDE | BOARD CHAIR Trustee or director | 5 | $0 |
| RICH HOEFLING | BOARD SECRETARY Trustee or director | 2 | $0 |
| PHILLIP COPE | BOARD TREASURER Trustee or director | 2 | $0 |
| JOE PETERSON | BOARD MEMBER Trustee or director | 2 | $0 |
| NICK TRIVISONNO | BOARD MEMBER Trustee or director | 2 | $0 |
| MELISSA GRAY KREAGER | BOARD MEMBER Trustee or director | 2 | $0 |
| GARY GREEN | BOARD MEMBER Trustee or director | 2 | $0 |
| STEVE CHEROK | BOARD MEMBER Trustee or director | 2 | $0 |
| PATRICK DILLION | BOARD MEMBER Trustee or director | 2 | $0 |
| PETER BRENNAN | BOARD LIAISON Trustee or director | 2 | $0 |
| JOHN NORMAN | BOARD LIAISON Trustee or director | 2 | $0 |
| AARON DAWSON | STAFF LIASON Trustee or director | 3 | $0 |
| CHERISA ELLIS | STAFF LIASON Trustee or director | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 4735 CARMEL RD, CHARLOTTE, NC 28226-7844
- In care of
- % RICHARD A LANCASTER
- Mailing address (990-N for 2016)
- 4735 Carmel Road, Charlotte NC 28226
- Principal officer (990 for 2024)
- PATRICK DILLON, 4735 CARMEL ROAD, CHARLOTTE, NC 282267889
- Principal officer (990-N for 2016)
- Rick Menze, 4735 Carmel Road, Charlotte NC 28226
- Signed the 990
- PATRICK DILLON, TREASURER
- Phone
- (704) 945-9630
- Return prepared by
- RSM US LLP
Mission
THE PURPOSE OF THE FUND IS TO SUPPORT THE EMPLOYEES OF CARMEL COUNTRY CLUB IN VARIOUS WAYS INCLUDING DURING TIMES OF FINANCIAL HARDSHIP AND IN PURSUING EDUCATIONAL OPPORTUNITIES.
Program accomplishments
- SCHOLARSHIPS - TO PROVIDE SCHOLARSHIPS TO CLUB EMPLOYEES AND FAMILY MEMBERSExpenses $66,412 · grants $66,412
- EMERGENCY ASSISTANCE - TO PROVIDE EMERGENCY ASSISTANCE TO THOSE WITH DEMONSTRATED NEEDExpenses $23,084 · grants $23,084
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 46-4983404
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $228,334
- Income (IRS master file)
- $135,810
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $94,878 | $93,648 | $228,334 | XML |
| 990 | September 2024 | -$26,198 | $98,136 | $227,883 | XML |
| 990 | September 2023 | $243,203 | $108,601 | $351,261 | XML |
| 990 | September 2022 | -$125,693 | $131,706 | $597,827 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
| 990-N for 2016 Officer: Rick Menze | September 30, 2017 | ≤ $50,000 receipts | – | – | e-Postcard |
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 46-4983404).
Questions about CARMEL ASSISTANCE & RELIEF FOR EMPLOYEES FUND
- What is the EIN of CARMEL ASSISTANCE & RELIEF FOR EMPLOYEES FUND?
- The employer identification number (EIN) of CARMEL ASSISTANCE & RELIEF FOR EMPLOYEES FUND is 46-4983404.
- Is CARMEL ASSISTANCE & RELIEF FOR EMPLOYEES FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to CARMEL ASSISTANCE & RELIEF FOR EMPLOYEES FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CARMEL ASSISTANCE & RELIEF FOR EMPLOYEES FUND 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 CARMEL ASSISTANCE & RELIEF FOR EMPLOYEES FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARMEL ASSISTANCE & RELIEF FOR EMPLOYEES FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of CARMEL ASSISTANCE & RELIEF FOR EMPLOYEES FUND?
- The 990 for the year ended September 30, 2025 names PATRICK DILLON.
- Who are the officers and directors of CARMEL ASSISTANCE & RELIEF FOR EMPLOYEES FUND?
- The 990 for the year ended September 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does CARMEL ASSISTANCE & RELIEF FOR EMPLOYEES FUND have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $94,878, expenses of $93,648 and total assets of $228,334 at year end.
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