Skip to content
Nonprofiteer
← HEALTH FOUNDATION INC

Form 990 for tax year 2025

Filed by HEALTH FOUNDATION INC.

Totals

Total revenue
$1,910,328
Total expenses
$2,116,400
Contributions and grants received
$461,463
Grants paid
$505,149
Program service revenue
$1,378,141
Investment income
$23,446
Other revenue
$47,278
Total assets, end of year
$5,739,796
Total liabilities, end of year
$2,821,589
Net assets or fund balances, end of year
$2,918,207
Program services expenses (Part IX)
$1,715,723
Management and general expenses
$363,110
Fundraising expenses
$37,567
Program service expenses (Part III)
$1,715,723

Program services were 81.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $53,100

  • 1f · All other contributions, gifts and grants

    $408,363

  • 2a · Program service revenue: RENT - WP

    total $1,101,418 · related or exempt $1,101,418

  • 2b · Program service revenue: COMMON AREA MAINTENANC

    total $203,526 · related or exempt $203,526

  • 2c · Program service revenue: RENT - CAMPUS

    total $52,385 · related or exempt $52,385

  • 2d · Program service revenue: REAL ESTATE TAX REIMBU

    total $20,812 · related or exempt $20,812

  • 3 · Investment income

    total $23,918 · excluded $23,918

  • 7b · Less cost or other basis and sales expenses

    securities $472

  • 7c · Gain or loss

    securities -$472

  • 7d · Net gain or loss

    total -$472 · excluded -$472

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $47,278 · related or exempt $47,278

  • 11e · Other revenue, total

    $47,278

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $433,149 · program services $433,149

  • 2 · Grants to domestic individuals

    total $72,000 · program services $72,000

  • 5 · Compensation of officers, directors and key employees

    total $259,389 · program services $170,903 · management and general $74,047 · fundraising $14,439

  • 7 · Other salaries and wages

    total $200,284 · program services $162,194 · management and general $22,846 · fundraising $15,244

  • 8 · Pension plan contributions

    total $13,433 · program services $10,912 · management and general $904 · fundraising $1,617

  • 9 · Other employee benefits

    total $23,287 · program services $18,917 · management and general $1,566 · fundraising $2,804

  • 10 · Payroll taxes

    total $37,074 · program services $27,107 · management and general $7,420 · fundraising $2,547

  • 11c · Fees: accounting

    total $39,376 · management and general $39,376

  • 11g · Fees: other

    total $105,661 · program services $75,500 · management and general $30,161

  • 13 · Office expenses

    total $62,342 · program services $11,132 · management and general $50,294 · fundraising $916

  • 16 · Occupancy

    total $51,384 · program services $36,319 · management and general $15,065

  • 17 · Travel

    total $6,366 · program services $3,551 · management and general $2,815

  • 19 · Conferences, conventions and meetings

    total $33,362 · program services $25,965 · management and general $7,397

  • 20 · Interest

    total $15,770 · management and general $15,770

  • 22 · Depreciation, depletion and amortization

    total $263,553 · program services $212,281 · management and general $51,272

  • 23 · Insurance

    total $49,430 · program services $35,616 · management and general $13,814

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $216,704 · program services $199,628 · management and general $17,076

  • 24b · Other expenses: COMMON AREA MAINTENANCE

    total $115,505 · program services $115,505

  • 24c · Other expenses: COMMON AREA MAINTENANCE

    total $90,777 · program services $90,777

  • 24d · Other expenses: 1915 BUILDING

    total $9,357 · program services $9,357

  • 24e · All other expenses

    total $18,197 · program services $4,910 · management and general $13,287

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $229,948 · end of year $93,918

  • 2 · Savings and temporary cash investments

    beginning of year $791,126 · end of year $808,417

  • 3 · Pledges and grants receivable

    beginning of year $254,829 · end of year $228,402

  • 4 · Accounts receivable

    beginning of year $130,366 · end of year $189,322

  • 9 · Prepaid expenses and deferred charges

    beginning of year $50,437 · end of year $59,300

  • 10a · Land, buildings and equipment: cost or other basis

    $12,391,029

  • 10b · Land, buildings and equipment: accumulated depreciation

    $9,153,473

  • 10c · Land, buildings and equipment, net

    beginning of year $3,483,536 · end of year $3,237,556

  • 12 · Investments: other securities

    beginning of year $979,419 · end of year $1,121,310

  • 15 · Other assets

    end of year $1,571

  • 17 · Accounts payable and accrued expenses

    beginning of year $100,917 · end of year $171,143

  • 18 · Grants payable

    beginning of year $1,655,320 · end of year $2,273,330

  • 19 · Deferred revenue

    beginning of year $68,648 · end of year $3,342

  • 23 · Secured mortgages and notes payable

    beginning of year $412,648 · end of year $373,774

  • 27 · Net assets without donor restrictions

    beginning of year $2,144,159 · end of year $1,165,488

  • 28 · Net assets with donor restrictions

    beginning of year $1,537,969 · end of year $1,752,719

Mission and programs · 2025

Mission

TO IMPROVE THE HEALTH AND WELL-BEING OF THE PEOPLE IN OUR COMMUNITIES.

  • SCHOLARSHIP - THERE IS A NATIONAL SHORTAGE OF HEALTH CARE PROFESSIONALS THAT IS EVEN MORE ACUTELY FELT IN RURAL AREAS SUCH AS WILKES COUNTY. THE HEALTH FOUNDATION AWARDS SCHOLARSHIPS FOR STUDENTS INTERESTED IN EARNING A DEGREE IN A HEALTH CARE PROFESSION AND THEN WORKING IN WILKES OR SURROUNDING NORTHWESTERN NORTH CAROLINA COUNTIES. HEALTH CARE PROFESSIONALS ARE IN HIGH DEMAND AND TYPICALLY PROVIDE LIVING WAGE JOBS AND CAREER ADVANCEMENT. BY INVESTING IN THESE STUDENTS' PROFESSIONAL DEVELOPMENT, WE HELP ENSURE A CARING WORK FORCE TO MEET LOCAL DEMAND. STUDENTS WHO MAINTAIN STRONG GRADE POINT AVERAGES CAN RENEW THEIR SCHOLARSHIP FOR EACH YEAR UNTIL GRADUATION. HEALTH CARE PROGRAMS REQUIRE CLASSROOM, LAB, AND CLINICAL ROTATIONS THAT MAKE IT NEARLY IMPOSSIBLE TO WORK WHILE ATTAINING THEIR DEGREE, MAKING THE SCHOLARSHIP EVEN MORE IMPORTANT TO THE STUDENTS' ABILITY TO COMPLETE THEIR STUDIES. IN OUR SMALL, RURAL COMMUNITY, IT IS AN ADDED BONUS THAT WE GET TO SEE THESE STUDENTS FIND LASTING EMPLOYMENT IN WORK THEY LOVE WHILE CARING FOR OTHERS.

    Expenses $93,854 · Grants $72,000 · Revenue $77,974

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $677,156 · Grants $310,974 · Revenue $562,580

  • ACCESS TO CARE - BECAUSE PEOPLE IN RURAL COMMUNITIES FACE NUMEROUS BARRIERS TO RECEIVING ADEQUATE HEALTH CARE DUE TO ITS COSTS, AS WELL AS HAVING TRANSPORTATION TO CONSIDER. THE HEALTH FOUNDATION'S FLAGSHIP PROGRAM IS THE OPERATION OF WEST PARK, A CENTRALLY LOCATED MEDICAL CAMPUS JUST ONE-QUARTER MILE FROM OUR LOCAL HOSPITAL. TENANTS INCLUDE PRIMARY CARE, MEDICAL SPECIALISTS, DENTAL CARE, AND SOCIAL SUPPORT SERVICES. THE CAMPUS CONNECTS TO THE YADKIN RIVER GREENWAY AND HOSTS BOTH A PRE-SCHOOL PLAYGROUND AND AN ADULT EXERCISE EQUIPMENT ZONE THAT ARE FREE TO THE PUBLIC. THE CAMPUS IS ALSO HOME TO AN INDOOR MEETING SPACE THAT NONPROFIT ORGANIZATIONS CAN RESERVE FREE OF CHARGE FOR MEETINGS OF UP TO 36 PEOPLE, COMPLETE WITH AUDIOVISUAL CAPABILITIES. THE CAMPUS'S CENTRAL GREENSPACE CAN ALSO BE RESERVED FOR COMMUNITY BENEFIT ACTIVITIES SUCH AS "SAFE KIDS" EVENTS, THE START OF FUNDRAISING WALKS, OR SMALL GROUP EVENTS. THE "WILKES FRESH" MOBILE MARKET HAS ITS FOOD HUB AT WEST PARK AND ITS MOBILE UNIT SELLS AFFORDABLE FRUITS AND VEGETABLES THERE. THROUGH GRANTMAKING, WE EXPAND ACCESS TO CARE BY SUPPORTING ORGANIZATIONS TO PROVIDE VITAL SERVICES TO IMPROVE THE HEALTH AND WELLBEING OF WILKES COUNTY RESIDENTS.

    Expenses $944,713 · Grants $122,175 · Revenue $784,865

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • David Shelton

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3
  • J Richard Marlow

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • Jean Melton

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Beth Lovette

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Glenda Adams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Lee Bentley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • William Clark

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Mark Cook

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Cam Finley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Bill Harris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Cathy Huie

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dr John Oliver

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dr Dariel Rathmell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Mary Spears

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Diane Swaim

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Rachel Willard

    EX-OFFICIO DIRECTOR (PAST)

    Total calculated
    $0
    Hours/week
    1
  • Chad Brown

    EX-OFFICIO DIRECTOR (PAST)

    Total calculated
    $0
    Hours/week
    1
  • Brook Biddy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Heather Murphy

    EXECUTIVE DIRECTOR

    Total calculated
    $144,387
    From this org
    $132,419
    From related orgs
    $0
    Other
    $11,968
    Hours/week
    40
  • Christopher Smith

    FINANCE DIRECTOR

    Total calculated
    $115,001
    From this org
    $81,928
    From related orgs
    $0
    Other
    $33,073
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • WILKES COUNTY SCHOOLS

    $113,033

    THE SHELTON HELPING HANDS FUND PROVIDES ITEMS AND SERVICES TO FAMILIES STRUGGLING TO MEET EMERGENCY NEEDS / CHALLENGE GRANT TO ENCOURAGE THE ORGANIZATION TO SEEK ADDITIONAL FUNDING FROM INDIVIDUALS FOR GENERAL OPERATING SUPPORT FOR THEIR EFFORS TO BUILD A NEW ACCESSIBLE PLAYGROUND FOR THE CHILDREN OF THEIR SCHOOL AND BROADER COMMUNITY. MATCH 1:1 / CHALLENGE GRANT TO ENCOURAGE THE ORGANIZATION TO SEEK ADDITIONAL FUNDING FROM INDIVIDUALS FOR GENERAL OPERATING SUPPORT FOR THEIR EFFORTS TO BUILD A NEW, ACCESSIBLE PLAYGROUND FOR THE CHILDREN OF THEIR SCHOOL AND BROADER COMMUNITY. MATCH 1:1 AND SUPPORT FOR COMMUNITY 5K FUNDRAISER

  • GRANT PROVIDING OPERATIONAL SUPPORT TO THE WILKES HOUSING AND OUTREACH CENTER, PAYING FOR STAFF TIME TO PROVIDE HOUSING ASSESSMENTS, SERVICE COORDINATION, AND THERAPY HOURS FOR CLIENTS IN CRISIS.

  • GRANT TO SUPPORT PURCHASE OF FOOD FOR THE CLIENT PANTRY AT SAMARITAN KITCHEN FOR 1,500 MONTHLY VISITORS AS WELL AS FOOD FOR THE BACKPACK PROGRAM, PROVIDING WEEKEND MEALS TO 780 STUDENTS WHO ARE FOOD INSECURE.

  • CHALLENGE GRANT TO ENCOURAGE THE ORGANIZATION TO SEEK ADDITIONAL FUNDING FROM INDIVIDUALS FOR GENERAL OPERATING SUPPORT FOR THEIR EFFORTS TO PROVIDE DENTAL SERVICES TO THE UNDERSERVED AND UNSERVED CHILDREN AND ADULTS IN WILKES COUNTY. MATCH 1:1

  • CHALLENGE GRANT TO ENCOURAGE THE ORGANIZATION TO SEEK ADDITIONAL FUNDING FROM INDIVIDUALS FOR GENERAL OPERATING SUPPORT FOR THEIR EFFORTS TO PROVIDE SERVICES TO WILKES COUNTY YOUTH AGED 8 24 SO THEY BECOME MENTALLY AND PHYSICALLY FIT ADULTS. MATCH 1:1. GRANT PROVIDED TO SUPPORT OPERATIONS OF THE CHANGE WAGON, A FOOD TRUCK PROVIDING WORK EXPERIENCE TO STUDENTS AS WELL AS FREE MEALS TO THOSE IN NEED.

  • WILKES COUNTY HEALTH DEPARTMENT

    $20,000

    CHALLENGE GRANT TO ENCOURAGE THE ORGANIZATION TO SEEK ADDITIONAL FUNDING FROM INDIVIDUALS FOR GENERAL OPERATING SUPPORT FOR THEIR EFFORTS TO PROVIDE INCREASED ACCESS TO MENTAL AND PHYSICAL HEALTH CARE SERVICES FOR MIDDLE AND HIGH SCHOOL STUDENTS THROUGH THE MOBILE EXPANDED SCHOOL HEALTH BUS, DIABETES PREVENTION PROGRAMS, AND FRESH FOOD VOUCHERS FOR FAMILIES WHO MAY NOT KNOW WHERE THEIR NEXT MEAL IS COMING FROM.

  • FUNDING FOR THE PURCHASE OF FOOD AND PROVIDING FOOD BOXES TO THOSE IN NEED.

  • CHALLENGE GRANT TO ENCOURAGE THE ORGANIZATION TO SEEK ADDITIONAL FUNDING FROM INDIVIDUALS FOR GENERAL OPERATING SUPPORT FOR THEIR EFFORTS TO PROVIDE SERVICES TO PARENTS OF CHILDREN AGES BIRTH TO FIVE.MATCH 1:1 AND CREATION OF A SUPPORT AND EDUCATION GROUP FOR NEW MOTHERS AND PURCHASE OF BABY FORMULA FOR THOSE IN NEED.

  • CHALLENGE GRANT TO ENCOURAGE THE ORGANIZATION TO SEEK ADDITIONAL FUNDING FROM INDIVIDUALS FOR GENERAL OPERATING SUPPORT FOR THEIR EFFORTS TO IMPROVE HEALTH LITERACY TO THOSE IN NEED. MATCH 1:1

  • ECHO MINISTRY

    $11,000

    CHALLENGE GRANT TO ENCOURAGE THE ORGANIZATION TO SEEK ADDITIONAL FUNDING FROM INDIVIDUALS FOR GENERAL OPERATING SUPPORT FOR THEIR EFFORTS TO PROVIDE SAFE SHELTER FOR FAMILIES AND SINGLE WOMEN EXPERIENCING HOMELESSNESS. MATCH 1:1

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2025
Filed
24 August 2026
IRS schema version
2025v4.2
Source object
202612439349300841

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.