Form 990 for tax year 2024
Filed by FOUNDATION FOR HEALTH LEADERSHIP AND INNOVATION INCORPORATED.
Totals
- Total revenue
- $8,908,242
- Total expenses
- $10,147,704
- Contributions and grants received
- $331,310
- Grants paid
- $70,962
- Program service revenue
- $7,885,800
- Investment income
- $754,260
- Other revenue
- -$63,128
- Total assets, end of year
- $15,015,637
- Total liabilities, end of year
- $1,280,085
- Net assets or fund balances, end of year
- $13,735,552
- Program services expenses (Part IX)
- $8,864,102
- Management and general expenses
- $1,283,602
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $8,864,102
Program services were 87.4% 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.
-
1c · Fundraising events
$90,425
-
1f · All other contributions, gifts and grants
$240,885
-
1g · Noncash contributions included above
$5,013
-
2a · Program service revenue: CONTRACT INCOME
total $7,847,668 · related or exempt $7,847,668
-
2b · Program service revenue: MISCELLANEOUS REVENUE
total $32,132 · related or exempt $32,132
-
2c · Program service revenue: SPEAKER FEE STIPENDS
total $6,000 · related or exempt $6,000
-
3 · Investment income
total $497,055 · excluded $497,055
-
7a · Gross sales of assets other than inventory
securities $5,335,923
-
7b · Less cost or other basis and sales expenses
securities $5,078,718
-
7c · Gain or loss
securities $257,205
-
7d · Net gain or loss
total $257,205 · excluded $257,205
-
8a · Fundraising events: gross income
$21,870
-
8a · Fundraising events: contributions included on line 1c
$90,425
-
8b · Fundraising events: direct expenses
$84,998
-
8c · Net income from fundraising events
total -$63,128 · excluded -$63,128
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $50,178 · program services $50,178
-
2 · Grants to domestic individuals
total $20,784 · program services $20,784
-
5 · Compensation of officers, directors and key employees
total $353,420 · program services $246,579 · management and general $106,841
-
7 · Other salaries and wages
total $1,511,140 · program services $1,061,287 · management and general $449,853
-
8 · Pension plan contributions
total $162,690 · program services $108,993 · management and general $53,697
-
9 · Other employee benefits
total $195,092 · program services $126,315 · management and general $68,777
-
10 · Payroll taxes
total $135,460 · program services $95,135 · management and general $40,325
-
11f · Fees: investment management
total $35,923 · management and general $35,923
-
11g · Fees: other
total $7,305,615 · program services $6,933,318 · management and general $372,297
-
12 · Advertising and promotion
total $1,378 · management and general $1,378
-
14 · Information technology
total $25,916 · program services $24,709 · management and general $1,207
-
16 · Occupancy
total $74,842 · program services $22,956 · management and general $51,886
-
17 · Travel
total $66,623 · program services $57,267 · management and general $9,356
-
19 · Conferences, conventions and meetings
total $98,798 · program services $74,325 · management and general $24,473
-
23 · Insurance
total $13,543 · management and general $13,543
-
24a · Other expenses: SUPPLIES
total $41,149 · program services $15,728 · management and general $25,421
-
24b · Other expenses: DUES AND SUBSCRIPTIONS
total $33,779 · program services $12,911 · management and general $20,868
-
24c · Other expenses: SPONSORSHIPS
total $16,400 · program services $10,448 · management and general $5,952
-
24d · Other expenses: BANK CHARGES
total $4,974 · program services $3,169 · management and general $1,805
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $193,140 · end of year $49,137
-
2 · Savings and temporary cash investments
beginning of year $2,521,821 · end of year $1,211,917
-
3 · Pledges and grants receivable
beginning of year $4,087,914 · end of year $2,900,415
-
4 · Accounts receivable
beginning of year $8,277 · end of year $60,538
-
9 · Prepaid expenses and deferred charges
beginning of year $325,453 · end of year $116,515
-
10a · Land, buildings and equipment: cost or other basis
$20,299
-
10b · Land, buildings and equipment: accumulated depreciation
$20,299
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $9,547,942 · end of year $10,253,679
-
15 · Other assets
beginning of year $322,378 · end of year $423,436
-
17 · Accounts payable and accrued expenses
beginning of year $1,909,947 · end of year $823,492
-
19 · Deferred revenue
beginning of year $184,643 · end of year $32,616
-
25 · Other liabilities
beginning of year $324,803 · end of year $423,977
-
27 · Net assets without donor restrictions
beginning of year $9,647,695 · end of year $9,748,356
-
28 · Net assets with donor restrictions
beginning of year $4,939,837 · end of year $3,987,196
Mission and programs · 2024
Mission
THE FOUNDATION IS COMMITTED TO FINDING WAYS TO MAKE AFFORDABLE, QUALITY HEALTHCARE AVAILABLE TO ALL INDIVIDUALS BY PARTNERING WITH BUSINESS, MEDICAL, CIVIC, AND NON-PROFIT LEADERS TO DEVELOP INNOVATIVE HEALTH CARE STRATEGIES WITH SPECIAL FOCUS ON THE NEEDS OF LOW-INCOME AND UNDERSERVED PATIENTS.
Activities or mission (Part I)
LEVERAGE PRIVATE AND PUBLIC RESOURCES, EXPAND HEALTHCARE ACCESS, AND IMPROVE HEALTH STATUS FOR ALL NORTH CAROLINIANS.
-
NCCARE360: NCCARE360 IS A STATEWIDE PLATFORM TOOL TO MAKE IT EASIER FOR PROVIDERS, INSURERS, AND COMMUNITY-BASED ORGANIZATIONS TO CONNECT PEOPLE WITH THE COMMUNITY RESOURCES THEY NEED TO BE HEALTHY.
Expenses $6,945,605
-
NORTH CAROLINA ORAL HEALTH COLLABORATIVE: THE NC ORAL HEALTH COLLABORATIVE ADDRESSES ORAL HEALTH DISPARITIES BY ADVANCING KNOWN SOLUTIONS THAT ENSURE ACCESS TO QUALITY DENTAL CARE.
Expenses $662,558 · Grants $37,669 · Revenue $1,051,459
-
CENTER FOR EXCELLENCE FOR INTEGRATED CARE (COE): THE CENTER OF EXCELLENCE FOR INTEGRATED CARE ASSISTS HEALTH SYSTEMS, COMMUNITIES AND OTHER ORGANIZATIONS IN INTEGRATING PHYSICAL AND BEHAVIORAL HEALTHCARE SERVICES.
Expenses $346,439 · Grants $12,500
-
COMMUNITY VOICE: COMMUNITY VOICE IS A VALUES-BASED COMMUNITY ENGAGEMENT FRAMEWORK TO CO-CREATE SOLUTIONS TO HEALTH EQUITY CHALLENGES FOR NORTH CAROLINIANS. THE COMMUNITY VOICE MODEL INCLUDES ENGAGEMENT PRINCIPLES AND STATED VALUES THAT ENSURE ACCOUNTABILITY TO TRUE, COMMUNITY-BASED PUBLIC HEALTH WORK ACROSS FHLI. WHEN IMPLEMENTED, THE CV MODEL POSITIONS A COMMUNITY THAT KNOWS ITS NEEDS BEST TO BUILD THEIR OWN LONG-TERM, SUSTAINABLE SYSTEMS-LEVEL CHANGE. FHLI'S COMMUNITY VOICE BUILDS UPWARDS AND OUTWARDS, LEVERAGING FHLI'S UNIQUE PORTFOLIO OF PROGRAMS AND EXPERTISE TO PROVIDE ROBUST SUPPORT, CONNECTION TO STATEWIDE AND FEDERAL RESOURCES, AND ADVOCACY TO DRIVE SYSTEM-WIDE, COMMUNITY-BASED CHANGE.NC RURAL HEALTH LEADERSHIP ALLIANCE: THE NC RURAL HEALTH LEADERSHIP ALLIANCE SUPPORTS PARTNERSHIPS AND STRATEGIES THAT IMPROVE HEALTH OUTCOMES IN RURAL NORTH CAROLINA.BERNSTEIN FELLOWS AND SCHOLARS: THE JIM BERNSTEIN COMMUNITY HEALTH LEADERSHIP FELLOWS PROGRAM PREPARES EMERGING HEALTH LEADERS TO WORK IN AND IMPROVE THE HEALTH OF RURAL AND UNDERSERVED COMMUNITIES IN NORTH CAROLINA. THE JIM AND SUE BERNSTEIN HEALTH CENTER SCHOLARSHIP PROGRAM PROVIDES SCHOLARSHIPS TO FAMILIES EMPLOYED IN NORTH CAROLINA'S RURAL HEALTH CLINICS.
Expenses $909,500 · Grants $20,793 · Revenue $6,834,341
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Adam Zolotor MD DrphADAM ZOLOTOR MD DRPH
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 5
-
Kevin Fitzgerald MpaKEVIN FITZGERALD MPA
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 5
-
Cherry Beasley PhdmsfnprncneCHERRY BEASLEY PHDMSFNPRNCNE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Lisa Harrison MPHLISA HARRISON MPH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Matthew LeathermanMATTHEW LEATHERMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Karen Smith MDKAREN SMITH MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Patricia Ann Moore-Boyette CPAPATRICIA ANN MOORE-BOYETTE CPA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Paula Swepson-AveryPAULA SWEPSON-AVERY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Kim Schwartz MaKIM SCHWARTZ MA
CHAIR
- Total calculated
- $0
- Hours/week
- 8
-
Karen Rogers CPAKAREN ROGERS CPA
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Tina Markanda MBA MsphTINA MARKANDA MBA MSPH
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Pamela Highsmith Med CFREPAMELA HIGHSMITH MED CFRE
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
David ReeseDAVID REESE
PRESIDENT/CEO (THR 12/31/24)
- Total calculated
- $286,061
- From this org
- $243,911
- From related orgs
- $0
- Other
- $42,150
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $243,911
- Bonus
- $0
- Other
- $0
- Deferred
- $22,715
- Nontaxable benefits
- $19,435
- Filer's total
- $286,061
-
Jean ShawJEAN SHAW
CFO
- Total calculated
- $173,075
- From this org
- $148,986
- From related orgs
- $0
- Other
- $24,089
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,986
- Bonus
- $0
- Other
- $0
- Deferred
- $12,610
- Nontaxable benefits
- $11,479
- Filer's total
- $173,075
-
Ayana SimonAYANA SIMON
DIRECTOR OF NCCARE360 (THR 12/31/24)
- Total calculated
- $135,867
- From this org
- $115,130
- From related orgs
- $0
- Other
- $20,737
- Hours/week
- 40
-
Brandy HarrellBRANDY HARRELL
CHIEF OF STAFF (THR 3/20/2025)
- Total calculated
- $153,834
- From this org
- $132,512
- From related orgs
- $0
- Other
- $21,322
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $132,512
- Bonus
- $0
- Other
- $0
- Deferred
- $10,955
- Nontaxable benefits
- $10,367
- Filer's total
- $153,834
-
Erika AliffERIKA ALIFF
HEAD OF DEVELOPMENT
- Total calculated
- $134,900
- From this org
- $114,150
- From related orgs
- $0
- Other
- $20,750
- Hours/week
- 40
-
Joe Steve ClineJOE STEVE CLINE
VP NCOHC
- Total calculated
- $142,935
- From this org
- $122,156
- From related orgs
- $0
- Other
- $20,779
- Hours/week
- 20
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
Answered no
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
CONTRIBUTION IN SUPPORT OF A 2025-26 NCOHC SCHWEITZER FELLOWSHIP TO BE LED BY UNC SCHOOL OF DENTISTRY.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 26 March 2026
- IRS schema version
- 2024v5.5
- Source object
- 202610869349300916
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