Atrium Health Employee Assistance Inc
Donations deductibleAtrium Health Employee Assistance Inc's network
7 peoplei7 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
7 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.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 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 |
|---|---|---|---|
| Joe Forquer Chair | Chair & President (Fr 6/1/23) | 2023 | 3 yrs |
| Lucy Dean Chair | Chair & Pres (To 5/31/23) | 2020 | 6 yrs |
| Alina Mocan | Director, Asst Treasurer (Fr 1/16/23) | 2023 | 3 yrs |
| Bill Merritt | Director (To 1/31/23) | 2020 | 6 yrs |
| Frank McCree | Director (Fr 1/1/23) | 2023 | 3 yrs |
| Lutetia Bailey | Director | 2020 | 6 yrs |
| Wendy Ruth Paxton | Director, Secretary | 2020 | 6 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
1 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 |
|---|---|---|
| Electa McPherson | Treasurer | since 2020 |
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 |
|---|---|---|---|---|---|
| Electa McPherson | Treasurer | 2 | $0 | $416k | $68k |
| Frank McCree | Director | 2 | $0 | $280k | $35k |
| Joseph Forquer | Chair & President | 2 | $0 | $189k | $27k |
| Lauren Adams | Director | 2 | $0 | $156k | $20k |
| Wendy Ruth Paxton | Secretary & VP | 2 | $0 | $150k | $26k |
| Emily Viverette | Director | 2 | $0 | $137k | $38k |
| Emily Wilson | Vice President | 2 | $0 | $122k | $36k |
| Audrey Purcell-Jarrell | Director | 2 | $0 | $120k | $18k |
| Alina Mocan | Director, Asst Treasurer | 2 | $0 | $95k | $32k |
| Elaine Jones | Director | 2 | $0 | $94k | $20k |
About
- Legal name
- Atrium Health Employee Assistance Inc
- EIN
- 850548753
- Address
- Po Box 32861, Charlotte, NC, 28232-2861
- State
- North Carolina
- Mission
- To elevate hope - for all atrium health teammate heroes - by providing emergency financial assistance to teammates for qualifying needs (as filed on the Form 990)
- Activity (NTEE)
- M20 Public safety, disaster preparedness and relief
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Public Safety, Disaster Preparedness & Relief
- Size band
- 6 (IRS master file code)
- Formed
- 2020
- Principal officer
- Joe Forquer (as named on the Form 990)
- IRS ruling date
- 1 May 2020
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 3, latest 2023
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedHEALTHCAREAdvocate Health IncRelatedHEALTHCARE MANAGEMENTAh Georgia IncRelatedHEALTHCAREAhsnf IncRelatedHEALTHCARE DEVELOPMENTThe Pearl Innovation District Management Co
Longest observed on the filings
≥6years on the filingsLucy Dean
≥6years on the filingsBill Merritt
≥6years on the filingsLutetia Bailey
≥6years on the filingsWendy Ruth Paxton
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
- $1.7m
- Total liabilities
- $0
- Net assets or fund balances
- $1.7m
- Contributions and grants received
- $684k
- Program service revenue
- $0
- Grants and similar paid out
- $897k
- Employees
- 0