Cypress of Charlotte Club Inc
Revenue
$26m
year to 31 December 2024
Expenses
$25m
year to 31 December 2024
Total assets
$7.6m
$11.4m liabilities
Net assets
Minus $3.7m
assets less liabilities
Directors and trustees
5
8.2 years on average
Staff
623
15 volunteers
Left since last filing
0
no seats appear to have opened
Officers and senior staff
13
named in Part VII
Cypress of Charlotte Club Inc's network
5 peoplei5 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (5). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
5 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 5 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Dr Robert Higgins (also filed as Dr Robert Higgins) | Director | 2018 | 8 yrs |
| James P Coleman | VP and Treasurer | 2018 | 8 yrs |
| Marc Puntereri | President | 2019 | 7 yrs |
| Michael J Harrison | Director | 2018 | 8 yrs |
| Michelle Fish | Director | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
13 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Ann Heintel | Director of Finance/Assistant Treasurer | since 2018 |
| Evaristo Gustines | Director of Food and Beverage | 2024 |
| Gustines Evaristo | Director of Food and Beverage | since 2022 |
| Harry Kaiser | Director of Facility Services | since 2020 |
| Jason Maxwell | Director of Food & Beverage | 2020 |
| Jessica Haynes | Director of HR | since 2022 |
| Kelly Simon | Director of Home Care | since 2020 |
| Marty Jensen | Executvie Director | 2024 |
| Monica Kerns | Company secretary | since 2019 |
| Terry Payne | Director of Finance | since 2023 |
| Tracy Rivers | Director of Human Resources | since 2018 |
| Tammy Wilson | Director of Nursing | 2024 |
| Zaneida Chambliss | Director of Nursing | since 2019 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Jessica Haynes | Director of HR | 40 | $127k | $11k | |
| Terry Payne | Director of Finance | 40 | $125k | $11k | |
| Tammy Wilson | Director of Nursing | 40 | $116k | $12k | |
| Evaristo Gustines | Director of Food and Beverage | 40 | $115k | $11k | |
| Kelly Simon | Director of Home Care | 40 | $113k | $12k | |
| James P Coleman | VP and Treasurer | 5 | $0 | ||
| Marc Puntereri | President | 20 | $0 | ||
| Dr Robert Higgins | Director | 0.3 | $0 | ||
| Michael J Harrison | Director | 0.3 | $0 | ||
| Michelle Fish | Director | 0.3 | $0 | ||
| Marty Jensen | Executvie Director | 40 | $0 |
About
- Legal name
- Cypress of Charlotte Club Inc
- EIN
- 562103741
- Address
- 3442 Cypress Club Dr, Charlotte, NC, 28210-2467
- State
- North Carolina
- Mission
- The cypress of charlotte, charlotte's premier continuing care retirement community, is committed to enhancing the lives of our members by providing exceptional service and peace of mind in an upscale environment. (as filed on the Form 990)
- Activity (NTEE)
- L22 Housing and shelter
- IRS classification
- 501(c)04 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Housing & Shelter
- Size band
- 7 (IRS master file code)
- Formed
- 1998
- IRS ruling date
- 1 January 2002
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
Most connected
Longest observed on the filings
≥8years on the filingsDr Robert Higgins
≥8years on the filingsJames P Coleman
≥8years on the filingsMichael J Harrison
≥8years on the filingsMichelle Fish
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $7.6m
- Total liabilities
- $11.4m
- Net assets or fund balances
- Minus $3.7m
- Contributions and grants received
- $13k
- Program service revenue
- $26m
- Employees
- 623
- Volunteers
- 15
Filed finances
2 yearsiTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $26m | $25m | $1m |
| 2023 | $23.4m | $23.3m | $144k |
As filed on the IRS Form 990. US dollars.