Atrium Health Foundation
Donations deductibleAtrium Health Foundation's network
17 people16 organisationsi17 people and 16 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (17). Violet dotted lines (19) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
17 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 in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 16 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 |
|---|---|---|---|
| Mandy S Houser Chair | Chair | 2019 | 7 yrs |
| Beverly Ladley | Director | 2022 | 4 yrs |
| David Secrest | Secretary/Director | 2020 | 6 yrs |
| David Sheffer | Director | 2022 | 4 yrs |
| Doug Lebda | Director | 2022 | 4 yrs |
| Grace Nystrum | Director | 2024 | 2 yrs |
| Greg Johnson | Director | 2022 | 4 yrs |
| Gregory Olsen | Director | 2019 | 7 yrs |
| Howard Bissell III | Director | 2019 | 7 yrs |
| Hugh Cummins III | Director | 2022 | 4 yrs |
| Luther A Lockwood II | Vice Chair | 2019 | 7 yrs |
| Manuel REY | Director | 2020 | 6 yrs |
| May Beverly Hemby (also filed as May Beverly Hemby) | Director | 2019 | 7 yrs |
| Michael Salvino | Director | 2019 | 7 yrs |
| Mike Rucker | Director | 2020 | 6 yrs |
| Nicole Tepper | Director | 2023 | 3 yrs |
| Todd Collins | Director | 2022 | 4 yrs |
Officers and senior leadership
12 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 |
|---|---|---|
| Armando L Chardiet | President | since 2019 |
| Electa E McPherson | Vice President & Treasurer | since 2019 |
| James R Ervin | Senior Vice President | since 2019 |
| Kaley Tyler | Director - Donor Relations | 2022 |
| Katherine Schmitt | AVP, Finance | since 2023 |
| Kathleen Lefever | Director, Strat Relations & Comm | since 2022 |
| Kellie McGregor | AVP, Major Gifts | since 2022 |
| Kirstin E Ashford | VP, Chief of Staff | since 2019 |
| Mark L Griffith | VP, Development | since 2019 |
| Rachel Ellis | AVP, Corp & FDN Relations/Grants | since 2022 |
| Ryan Marshall | AVP, Development | since 2022 |
| Scott W Kerr | senior Vice President through 10/31/2019 | 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 |
|---|---|---|---|---|---|
| Mandy S Houser | Chair | 1 | $0 | ||
| Luther A Lockwood II | Vice Chair | 1 | $0 | ||
| David Secrest | Secretary/Director | 1 | $0 | ||
| Todd Collins | Director | 1 | $0 | ||
| Howard Bissell III | Director | 1 | $0 | ||
| Hugh Cummins III | Director | 1 | $0 | ||
| May Beverly Hemby | Director | 1 | $0 | ||
| Greg Johnson | Director | 1 | $0 | ||
| Gregory Olsen | Director | 1 | $0 | ||
| Manuel Rey | Director | 1 | $0 | ||
| Mike Rucker | Director | 1 | $0 | ||
| Michael Salvino | Director | 1 | $0 | ||
| Beverly Ladley | Director | 1 | $0 | ||
| Doug Lebda | Director | 1 | $0 | ||
| Nicole Tepper | Director | 1 | $0 | ||
| David Sheffer | Director | 1 | $0 | ||
| Grace Nystrum | Director | 1 | $0 | ||
| Armando L Chardiet | President | 50 | $0 | $1.5m | $135k |
| Electa E McPherson | SVP Operations & CFO | 50 | $0 | $416k | $68k |
| Kirstin E Ashford | VP, Chief of Staff | 50 | $0 | $255k | $42k |
| Mark L Griffith | VP, Development | 50 | $0 | $247k | $44k |
| Ryan Marshall | AVP, Development | 40 | $0 | $159k | $27k |
| Rachel Ellis | AVP, Corp & FDN Relations/Grants | 40 | $0 | $179k | $13k |
| Kellie McGregor | AVP, Major Gifts | 40 | $0 | $157k | $22k |
| Katherine Schmitt | AVP, Finance | 40 | $0 | $178k | $23k |
| Kathleen Lefever | AVP, Strat Relations & Com | 40 | $0 | $160k | $21k |
Colorado roster
20 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20253038567). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.| Name | Title as filed |
|---|---|
| Greg Olsen | Director |
| Luther Lockwood | Vice Chair |
| Beverly Ladley | Director |
| Doug Lebda | Director |
| Mandy Houser | Chair |
| David Secrest | Secretary |
| Armando Chardiet | President |
| Greg Johnson | Director |
| David Sheffer | Director |
| May Beverly Hemby | Director |
| Michael Rucker | Director |
| Electa McPherson | |
| Electa McPherson | Senior Vice President, Operations & CFO |
| Todd Collins | Director |
| Howard Bissell | Director |
| Kirstin Ashford | Vice President, Chief of Staff |
| Hugh Cummins | Director |
| Nicole Tepper | Director |
| Manuel Rey | Director |
| Michael Salvino | Director |
About
- Legal name
- Atrium Health Foundation
- EIN
- 566060481
- Address
- 7800 Providence Rd Ste 208, Charlotte, NC, 28226-2986
- State
- North Carolina
- Mission
- In support of atrium health, we:inspire transformational giving to improve health, elevate hope, and advance healing - for all. (as filed on the Form 990)
- Activity (NTEE)
- E12 Health care
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Health Care
- Size band
- 9 (IRS master file code)
- Formed
- 1959
- Principal officer
- Armando L Chardiet (as named on the Form 990)
- IRS ruling date
- 1 December 1960
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedHEALTHCARE DEVELOPMENTThe Pearl Innovation District Management CoRelatedHEALTHCAREHospice of Cabarrus County IncRelatedHEALTHCAREAdvocate Health IncRelatedHEALTHCAREAtrium Health Hospitals Inc
Longest observed on the filings
≥7years on the filingsMandy S Houser
≥7years on the filingsGregory Olsen
≥7years on the filingsHoward Bissell III
≥7years on the filingsLuther A Lockwood II
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
- $556.7m
- Total liabilities
- $7.3m
- Net assets or fund balances
- $549.4m
- Contributions and grants received
- $63.3m
- Program service revenue
- $0
- Grants and similar paid out
- $42.8m
- Employees
- 0
- Volunteers
- 300
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $150.1m | $51.6m | $98.5m |
As filed on the IRS Form 990. US dollars.
Grants paid
25+ listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| The Charlotte-Mecklenburg Hospital Auth Dba Atrium Health | Medical education programs | $10m |
| The Charlotte-Mecklenburg Hospital Auth Dba Atrium Health | Community health education & awareness | $9.5m |
| The Charlotte-Mecklenburg Hospital Auth Dba Atrium Health | Children's & newborn programs | $6.5m |
| The Charlotte-Mecklenburg Hospital Auth Dba Atrium Health | Cancer programs & research | $4.9m |
| The Charlotte-Mecklenburg Hospital Auth Dba Atrium Health | Sanger heart & vascular institute | $2.3m |
| Wake Forest University Health Sciences | Support for medical related research | $1.9m |
| The Charlotte-Mecklenburg Hospital Auth Dba Atrium Health | Muscular dystrophy research programs | $929k |
| The Charlotte-Mecklenburg Hospital Auth Dba Atrium Health | Medical,nursing & allied health education programs | $896k |
| The Charlotte-Mecklenburg Hospital Auth Dba Atrium Health | Carolinas rehabilitation outreach programs | $671k |
| The Charlotte-Mecklenburg Hospital Auth Dba Atrium Health | General & minimally invasive surgery programs & research | $646k |
| CMS Foundation | Support for community and outreach programs | $634k |
| The Charlotte-Mecklenburg Hospital Auth Dba Atrium Health | Long-term care & hospice | $615k |
| The Charlotte-Mecklenburg Hospital Auth Dba Atrium Health | Behavioral health programs & psychiatry residency education | $376k |
| The Charlotte-Mecklenburg Hospital Auth Dba Atrium Health | Neuro programs, research & education | $370k |
| The Charlotte-Mecklenburg Hospital Auth Dba Atrium Health | Emergency medicine & trauma programs | $346k |
| The Charlotte-Mecklenburg Hospital Auth Dba Atrium Health | Carolinas neuromuscular/als center | $316k |
| The Charlotte-Mecklenburg Hospital Auth Dba Atrium Health | Orthopaedic research & education | $308k |
| Bayada Home Health Care | Support for community outreach programs | $255k |
| Care Ring Inc | Support for community outreach programs | $223k |
| Heineman Medical Outreach | Support for medical outreach programs | $168k |
| Maxim Healthcare Services | Support for community outreach programs | $139k |
| The Charlotte-Mecklenburg Hospital Auth Dba Atrium Health | Cmc - mercy facilities & programs | $132k |
| Wake Forest University Baptist Medical Center | Support for medical related programs and equipment | $125k |
| 24 Foundation | Support for cancer-related fundraising activities | $103k |
| Swim Across America Inc | Support for cancer-related research, programs & services | $25k |
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Atrium Health Foundation likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Colorado Secretary of State (CDOS), business entities (data.colorado.gov 4ykn-tg5h). Licence: public domain. Data last fetched 18 October 2026.
- State
- Colorado
- Entity type
- corporation
- Status
- Good Standing
- Formed
- 4 March 2024
- Registered agent
- Corporate Creations Network Inc. (city and state not held)
This register does not publish officers or directors.