Form 990 for tax year 2024
Filed by NORTH CAROLINA HEALTHCARE FOUNDATION INC.
Totals
- Total revenue
- $6,547,815
- Total expenses
- $8,548,157
- Contributions and grants received
- $6,352,009
- Grants paid
- $2,207,714
- Program service revenue
- $0
- Investment income
- $178,960
- Other revenue
- $16,846
- Total assets, end of year
- $9,919,480
- Total liabilities, end of year
- $2,395,999
- Net assets or fund balances, end of year
- $7,523,481
- Program services expenses (Part IX)
- $8,235,638
- Management and general expenses
- $312,519
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $8,235,638
Program services were 96.3% 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.
-
1f · All other contributions, gifts and grants
$6,352,009
-
3 · Investment income
total $178,960 · excluded $178,960
-
8a · Fundraising events: gross income
$16,846
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $16,846 · excluded $16,846
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,207,714 · program services $2,207,714
-
7 · Other salaries and wages
total $2,130,730 · program services $2,076,723 · management and general $54,007
-
8 · Pension plan contributions
total $93,576 · program services $93,576
-
9 · Other employee benefits
total $394,281 · program services $394,281
-
10 · Payroll taxes
total $155,980 · program services $155,980
-
11g · Fees: other
total $1,603,136 · program services $1,518,759 · management and general $84,377
-
12 · Advertising and promotion
total $98,169 · program services $98,169
-
13 · Office expenses
total $8,483 · program services $8,483
-
14 · Information technology
total $106,699 · program services $106,699
-
17 · Travel
total $94,260 · program services $94,260
-
19 · Conferences, conventions and meetings
total $239,848 · program services $239,848
-
21 · Payments to affiliates
total $1,296,990 · program services $1,145,997 · management and general $150,993
-
24a · Other expenses: OTHER EXPENSES
total $77,180 · program services $54,038 · management and general $23,142
-
24b · Other expenses: DUES & SUBSCRIPTIONS
total $28,560 · program services $28,560
-
24c · Other expenses: BAD DEBT EXPENSE
total $12,551 · program services $12,551
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,590,275 · end of year $4,764,233
-
4 · Accounts receivable
beginning of year $1,859,485 · end of year $346,965
-
11 · Investments: publicly traded securities
beginning of year $4,431,238 · end of year $4,808,282
-
17 · Accounts payable and accrued expenses
beginning of year $173,174 · end of year $226,118
-
25 · Other liabilities
beginning of year $1,449,751 · end of year $2,169,881
-
27 · Net assets without donor restrictions
beginning of year $3,669,728 · end of year $4,313,171
-
28 · Net assets with donor restrictions
beginning of year $5,588,345 · end of year $3,210,310
Mission and programs · 2024
Mission
TO FOSTER AND ACCELERATE THE COLLECTIVE IMPACT OF HOSPITALS, HEALTH SYSTEMS AND COMMUNITY PARTNERS TO IMPROVE THE HEALTH OF NORTH CAROLINIANS.
-
NORTH CAROLINA COMMUNITY HEALTH PROGRAMS IMPROVE ACCESS TO BETTER HEALTH THROUGH COMMUNITY-BASED NETWORKS OF CARE AND PROGRAMS ADDRESSING CHRONIC HEALTH FOR LOW-INCOME AND UNINSURED INDIVIDUALS WITH CHRONIC HEALTH ISSUES.
Expenses $1,707,690 · Grants $200,000
-
CARONOVA IS AN INCUBATOR THAT CONNECTS KEY PEOPLE AND ORGANIZATIONS WITH PROMISING INNOVATIONS TO ACCELERATE NECESSARY CHANGE. OUR PURPOSE IS TO ALIGN LEADERS ACROSS THE CAROLINAS IN PURSUIT OF A BETTER SYSTEM OF CARE.
Expenses $4,517,089 · Grants $1,700,000
-
PATIENT SAFETY PROGRAMS PROMOTE PATIENT SAFETY AND HEALTHCARE IMPROVEMENT, INCLUDING A FOCUS ON RURAL AND BEHAVIORAL HEALTH NEEDS THROUGHOUT NORTH CAROLINA.
Expenses $1,668,844 · Grants $60,000
-
OTHER PROGRAMS ADDRESS IMPROVED HEALTH IN NORTH CAROLINA'S COMMUNITIES WITH A FOCUS ON DEVELOPING THE NEXT GENERATION OF HEALTHCARE LEADERS.
Expenses $342,015 · Grants $247,714
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Stephen J LawlerSTEPHEN J LAWLER
PRESIDENT
- Total calculated
- $1,276,847
- From this org
- $0
- From related orgs
- $1,244,415
- Other
- $32,432
- Hours/week
- 7.5 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $769,600 related
- Bonus
- $0 + $472,667 related
- Other
- $0 + $2,148 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $32,432 related
- Filer's total
- $0 + $1,276,847 related
-
Vanessa ErvinVANESSA ERVIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Chad BrownCHAD BROWN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lin B Hollowell IIILIN B HOLLOWELL III
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Susan KansagraSUSAN KANSAGRA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Josh DobsonJOSH DOBSON
NEW ELECT PRESIDENT
- Total calculated
- $133,538
- From this org
- $0
- From related orgs
- $96,524
- Other
- $37,014
- Hours/week
- 15 + 25 related
-
Adia K Ross MD MhaADIA K ROSS MD MHA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey SimmsJEFFREY SIMMS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Phyllis WingatePHYLLIS WINGATE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Juan AustinJUAN AUSTIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Greg LoweGREG LOWE
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Lynda StanleyLYNDA STANLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey CreaghJEFFREY CREAGH
BOARD TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Jessie L TuckerJESSIE L TUCKER
BOARD SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Jody FlemingJODY FLEMING
SENIOR VICE PRESIDENT
- Total calculated
- $391,778
- From this org
- $0
- From related orgs
- $345,214
- Other
- $46,564
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $193,430 related
- Bonus
- $0 + $150,050 related
- Other
- $0 + $1,734 related
- Deferred
- $0 + $19,343 related
- Nontaxable benefits
- $0 + $27,221 related
- Filer's total
- $0 + $391,778 related
-
Jeffrey WeegarJEFFREY WEEGAR
CHIEF FINANCIAL OFFICER
- Total calculated
- $53,509
- From this org
- $0
- From related orgs
- $53,509
- Other
- $0
- Hours/week
- 10 + 30 related
-
Julia WackerJULIA WACKER
SENIOR VICE PRESIDENT
- Total calculated
- $417,636
- From this org
- $0
- From related orgs
- $393,875
- Other
- $23,761
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $240,483 related
- Bonus
- $0 + $152,792 related
- Other
- $0 + $600 related
- Deferred
- $0 + $11,875 related
- Nontaxable benefits
- $0 + $11,886 related
- Filer's total
- $0 + $417,636 related
-
Laponda EdmondsonLAPONDA EDMONDSON
VICE PRESIDENT
- Total calculated
- $198,242
- From this org
- $0
- From related orgs
- $171,381
- Other
- $26,861
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $145,294 related
- Bonus
- $0 + $25,925 related
- Other
- $0 + $162 related
- Deferred
- $0 + $9,493 related
- Nontaxable benefits
- $0 + $17,368 related
- Filer's total
- $0 + $198,242 related
-
Jessica LewisJESSICA LEWIS
GENERAL COUNSEL
- Total calculated
- $385,327
- From this org
- $0
- From related orgs
- $337,243
- Other
- $48,084
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $238,700 related
- Bonus
- $0 + $97,313 related
- Other
- $0 + $1,230 related
- Deferred
- $0 + $23,985 related
- Nontaxable benefits
- $0 + $24,099 related
- Filer's total
- $0 + $385,327 related
-
Doug HeronDOUG HERON
SENIOR VICE PRESIDENT
- Total calculated
- $148,489
- From this org
- $0
- From related orgs
- $124,110
- Other
- $24,379
- Hours/week
- 10 + 30 related
-
Tatyana KellyTATYANA KELLY
SENIOR VICE PRESIDENT
- Total calculated
- $324,070
- From this org
- $0
- From related orgs
- $278,291
- Other
- $45,779
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $188,633 related
- Bonus
- $0 + $87,924 related
- Other
- $0 + $1,734 related
- Deferred
- $0 + $18,785 related
- Nontaxable benefits
- $0 + $26,994 related
- Filer's total
- $0 + $324,070 related
-
Irene WattsIRENE WATTS
DIRECTOR
- Total calculated
- $184,405
- From this org
- $0
- From related orgs
- $168,272
- Other
- $16,133
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $105,637 related
- Bonus
- $0 + $60,487 related
- Other
- $0 + $2,148 related
- Deferred
- $0 + $3,412 related
- Nontaxable benefits
- $0 + $12,721 related
- Filer's total
- $0 + $184,405 related
-
Nicholle KarimNICHOLLE KARIM
DIRECTOR
- Total calculated
- $162,664
- From this org
- $0
- From related orgs
- $141,157
- Other
- $21,507
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $122,869 related
- Bonus
- $0 + $18,126 related
- Other
- $0 + $162 related
- Deferred
- $0 + $8,612 related
- Nontaxable benefits
- $0 + $12,895 related
- Filer's total
- $0 + $162,664 related
-
Jaisabrish KankarkumarJAISABRISH KANKARKUMAR
DIRECTOR
- Total calculated
- $164,057
- From this org
- $0
- From related orgs
- $153,398
- Other
- $10,659
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $134,787 related
- Bonus
- $0 + $18,449 related
- Other
- $0 + $162 related
- Deferred
- $0 + $8,097 related
- Nontaxable benefits
- $0 + $2,562 related
- Filer's total
- $0 + $164,057 related
-
Anthony OkunakANTHONY OKUNAK
DIRECTOR
- Total calculated
- $201,667
- From this org
- $0
- From related orgs
- $191,011
- Other
- $10,656
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $158,247 related
- Bonus
- $0 + $32,602 related
- Other
- $0 + $162 related
- Deferred
- $0 + $3,882 related
- Nontaxable benefits
- $0 + $6,774 related
- Filer's total
- $0 + $201,667 related
-
Jonathan KeaJONATHAN KEA
DIRECTOR
- Total calculated
- $170,288
- From this org
- $0
- From related orgs
- $149,291
- Other
- $20,997
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $141,224 related
- Bonus
- $0 + $6,837 related
- Other
- $0 + $1,230 related
- Deferred
- $0 + $14,245 related
- Nontaxable benefits
- $0 + $6,752 related
- Filer's total
- $0 + $170,288 related
-
Linwood JonesLINWOOD JONES
FORMER GENERAL COUNSEL
- Total calculated
- $220,523
- From this org
- $0
- From related orgs
- $220,523
- Other
- $0
- Hours/week
- 1 + 1 related
Schedule J breakdown matched by us
- Base
- $0 + $220,523 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $220,523 related
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 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
Answered no
- 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
The filer's explanations (Part III)
- PART I, LINES 4A-B
- NAME: TATYANA KELLY, DESCRIPTION: 457(F) CONTRIBUTION, CURRENT YEAR AMOUNT: $18,792. PLAN DESCRIPTION: CONTRIBUTIONS TO T. KELLY 457(F) ACCOUNT. NAME: JODY FLEMING, DESCRIPTION: 457(F) CONTRIBUTION, CURRENT YEAR AMOUNT: $19,344. PLAN DESCRIPTION: CONTRIBUTIONS TO J. FLEMING 457(F) ACCOUNT. NAME: JESSICA LEWIS, DESCRIPTION: 457(F) CONTRIBUTION, CURRENT YEAR AMOUNT: $23,112. PLAN DESCRIPTION: CONTRIBUTIONS TO J. LEWIS 457(F) ACCOUNT. NAME: LAPONDA EDMONDSON, DESCRIPTION: 457(F) CONTRIBUTION, CURRENT YEAR AMOUNT: $6,576. PLAN DESCRIPTION: CONTRIBUTIONS TO L. EDMONDSON 457(F) ACCOUNT. NAME: ANTHONY OKUNAK, DESCRIPTION: 457(F) CONTRIBUTION, CURRENT YEAR AMOUNT: $7,920. PLAN DESCRIPTION: CONTRIBUTIONS TO A. OKUNAK 457(F) ACCOUNT. NAME: LINWOOD JONES, DESCRIPTION: 457(F) DISTRIBUTION, CURRENT YEAR AMOUNT: $220,523. PLAN DESCRIPTION: DISTRIBUTIONS FROM L. JONES 457(F) ACCOUNT. NAME: JULIA WACKER, DESCRIPTION: SEVERANCE COMPENSATION, CURRENT YEAR AMOUNT: $122,510.
- PART I, LINE 3:
- NCHA, INC., A RELATED ORGANIZATION EMPLOYES AN INDEPENDENT CONSULTING FIRM (GALLAGHER BENEFIT SERVICES) TO REVIEW EXECUTIVE COMPENSATION AND COMPARE COMPENSATION TO BENCHMARKS OF OTHER STATE HOSPITAL ASSOCIATIONS THROUGHOUT THE COUNTRY. THE EXECUTIVE COMPENSATION COMMITTEE OF NCHA, INC. IS RESPONSIBLE FOR THE OVERSIGHT AND EVALUATION OF COMPENSATION SURVEYS.
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
-
$1,700,000
CARONOVA IS AN INCUBATOR THAT CONNECTS KEY PEOPLE AND ORGANIZATIONS WITH PROMISING INNOVATIONS TO ACCELERATE NECESSARY CHANGE. OUR PURPOSE IS TO ALIGN LEADERS ACROSS THE CAROLINAS IN PURSUIT OF A BETTER SYSTEM OF CARE
-
SOUTH CAROLINA HOSPITAL ASSOCIATION
$113,440
CONSULTING EXPENSES FOR JULIA WACKER, ADVISOR TO CARONOVA.
-
$50,000
MINI GRANT PAYMENT VIA NCHF SOCIAL IMPACT PROGRAM. ADDRESSING TRANSPORTATION AS A SOCIAL DRIVER OF HEALTH IN ROBESON COUNTY.
-
ROBESON HEALTHCARE CORPORATION
$50,000
MINI GRANT PAYMENT VIA NCHF SOCIAL IMPACT PROGRAM. IMPLEMENT A MOBILE HEALTH CENTER, TO ELIMINATE THE NEED FOR VULNERABLE PATIENTS HAVING TO TRAVEL TO APPOINTMENTS OR TRY TO OBTAIN TRANSPORTATION TO APPOINTMENTS.
-
SCOTLAND MEMORIAL FOUNDATION INC
$50,000
MINI GRANT PAYMENT VIA NCHF SOCIAL IMPACT PROGRAM. ADDRESS TRANSPORTATION AS A SOCIAL DRIVER OF HEALTH. IMPLEMENT THREE SOLUTIONS TO MEET THE TRANSPORTATION NEEDS OF PATIENTS.
-
$50,000
MINI GRANT PAYMENT VIA NCHF SOCIAL IMPACT PROGRAM. PROVIDE ACCESS TO HEALTHY FOOD OPTIONS FOR VULNERABLE POPULATIONS THROUGH A MOBILE GROCERY STORE
-
THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE
$50,000
MINI GRANT PAYMENT VIA NCHF SOCIAL IMPACT PROGRAM. BUILD COMMUNITY COLLABORATION AROUND TRANSPORTATION MODELS.
-
UNIVERSITY OF SOUTH CAROLINA SYSTEM
$39,274
FACILITATING THE PILOT DESIGN WORKGROUP FOR THE PEE DEE SCHOOL-BASED BEHAVIORAL HEALTH PILOT (FOR THE NCHF SOCIAL IMPACT PROGRAM).
-
FLORENCE 1 SCHOOLS
$25,000
PARTICIPATION IN A PILOT PROGRAM DESIGNED TO DEVELOP AND IMPLEMENT BEHAVIORAL HEALTH SERVICES FOR K-12 STUDENTS IN PUBLIC SCHOOLS. PROGRAM IS CALLED PEE-DEE SCHOOL-BASED BEHAVIORAL HEALTH PILOT PROGRAM.
-
CAROMONT REGIONAL MEDICAL CENTER
$10,000
STIPEND FOR PARTICIPATION IN CARONOVA ED BUPRENORPHINE IMPLEMENTATION SUPPORT FOR THE CAROLINAS PROGRAM.
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(6) · ADVOCATES ON BEHALF OF ITS 130+ MEMBER HOSPITALS · NC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
NORTH CAROLINA HEALTHCARE ENTERPRISES
C · PROVIDES COST EFFECTIVE RESOURCES FOR NCHA MEMBERS HOSPITALS. · NC
Directly controlled by NCHA INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 4 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543099349300719
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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