Skip to content
Nonprofiteer
← NORTH CAROLINA HEALTHCARE FOUNDATION INC

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 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 Ervin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Chad Brown

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Lin B Hollowell III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Susan Kansagra

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Josh 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 Mha

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jeffrey Simms

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Phyllis Wingate

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Juan Austin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Greg Lowe

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Lynda Stanley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jeffrey Creagh

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Jessie L Tucker

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Jody 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 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 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 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 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 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 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 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 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 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 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 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 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

  • CARONOVA

    $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

  • CONSULTING EXPENSES FOR JULIA WACKER, ADVISOR TO CARONOVA.

  • PAWSS INC

    $50,000

    MINI GRANT PAYMENT VIA NCHF SOCIAL IMPACT PROGRAM. ADDRESSING TRANSPORTATION AS A SOCIAL DRIVER OF HEALTH IN ROBESON COUNTY.

  • 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.

  • 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.

  • 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.

  • 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.

  • NCHA INC

    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.

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