Totals
- Total revenue
- $733,172
- Total expenses
- $872,049
- Contributions and grants received
- $209,714
- Grants paid
- $440,628
- Program service revenue
- $6,000
- Investment income
- $517,458
- Other revenue
- $0
- Total assets, end of year
- $12,782,389
- Total liabilities, end of year
- $58,714
- Net assets or fund balances, end of year
- $12,723,675
- Program services expenses (Part IX)
- $683,123
- Management and general expenses
- $147,716
- Fundraising expenses
- $41,210
- Program service expenses (Part III)
- $683,123
Program services were 78.3% 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
$209,714
-
2a · Program service revenue: Program Revenue
total $6,000 · unrelated business $0 · excluded $0
-
3 · Investment income
total $356,407 · unrelated business $0 · excluded $356,407
-
7a · Gross sales of assets other than inventory
securities $161,051
-
7c · Gain or loss
securities $161,051
-
7d · Net gain or loss
total $161,051 · related or exempt $0 · unrelated business $0 · excluded $161,051
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $440,628 · program services $440,628
-
5 · Compensation of officers, directors and key employees
total $127,941 · program services $89,559 · management and general $19,191 · fundraising $19,191
-
7 · Other salaries and wages
total $65,292 · program services $45,705 · management and general $9,794 · fundraising $9,793
-
8 · Pension plan contributions
total $1,795 · program services $1,256 · management and general $270 · fundraising $269
-
9 · Other employee benefits
total $11,884 · program services $8,319 · management and general $1,783 · fundraising $1,782
-
10 · Payroll taxes
total $15,419 · program services $10,793 · management and general $2,313 · fundraising $2,313
-
11b · Fees: legal
total $2,430 · program services $0 · management and general $2,430 · fundraising $0
-
11c · Fees: accounting
total $18,510 · program services $0 · management and general $18,510 · fundraising $0
-
11f · Fees: investment management
total $81,047 · program services $0 · management and general $81,047 · fundraising $0
-
12 · Advertising and promotion
total $1,379 · program services $552 · management and general $138 · fundraising $689
-
13 · Office expenses
total $8,278 · program services $5,244 · management and general $1,667 · fundraising $1,367
-
14 · Information technology
total $11,483 · program services $7,744 · management and general $2,786 · fundraising $953
-
16 · Occupancy
total $14,744 · program services $10,321 · management and general $2,212 · fundraising $2,211
-
17 · Travel
total $2,614 · program services $1,830 · management and general $492 · fundraising $292
-
23 · Insurance
total $8,540 · program services $2,299 · management and general $4,562 · fundraising $1,679
-
24a · Other expenses: Dues/Subscriptions
total $1,303 · program services $391 · management and general $521 · fundraising $391
-
24b · Other expenses: Continuing Education
total $350 · program services $70 · management and general $0 · fundraising $280
-
24c · Other expenses: Capacity Building
total $58,412 · program services $58,412 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $31,225 · end of year $94,066
-
2 · Savings and temporary cash investments
beginning of year $100,693 · end of year $151,097
-
3 · Pledges and grants receivable
beginning of year $68,837
-
4 · Accounts receivable
beginning of year $111 · end of year $112
-
9 · Prepaid expenses and deferred charges
beginning of year $4,380 · end of year $3,836
-
11 · Investments: publicly traded securities
beginning of year $12,089,030 · end of year $12,533,278
-
17 · Accounts payable and accrued expenses
beginning of year $39,561 · end of year $31,214
-
18 · Grants payable
end of year $27,500
-
27 · Net assets without donor restrictions
beginning of year $11,703,432 · end of year $12,160,076
-
28 · Net assets with donor restrictions
beginning of year $551,283 · end of year $563,599
Mission and programs · 2024
Mission
Improving health and well-being for those living in westernmost North Carolina.
Activities or mission (Part I)
Improving health and well-being for those living in westermost North Carolina.
-
1. Grantmaking-Youth and Young Adult Wellbeing NHF provided grants and capacity-building opportunities to organizations focused on improving the wellbeing of youth and young adults in Western North Carolina. These initiatives aimed to address key social determinants of health, including access to education and economic stability. The program supported various projects that enhanced educational opportunities, provided mental health services, and promoted healthy lifestyles among young people.
Expenses $683,123 · Grants $440,628 · Revenue $6,000
-
2. Grantmaking-Increased Senior Adult Food Security NHF allocated funds to increase food security among senior adults in the region. This program aimed to ensure that older adults had access to nutritious food, thereby improving their overall health and wellbeing. 3. Grantmaking-Disaster Response and Recovery Efforts Following Hurricane Helene In response to Hurricane Helene, NHF provided grants and capacity-building support to organizations involved in disaster response and recovery. These efforts included providing emergency housing options, support for housing restoration, ensuring safety for children whose families were impacted by the storm, providing emergency food and other supplies, support for farmers and local food systems, and offering mental health and recovery services to affected individuals. The program aimed to restore stability and improve the resilience of the impacted communities.
-
4. Leadership Program for Capacity Building NHF invested in the development and facilitation of a region-specific leadership program designed to support capacity building for its network of partners. This program focused on enhancing leadership skills, fostering collaboration, and promoting sustainable development within the community. The initiative included workshops/training sessions, and peer learning opportunities.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Lori A Bailey
Executive Director
- Total calculated
- $127,942
- From this org
- $113,033
- From related orgs
- $0
- Other
- $14,909
- Hours/week
- 40
-
Lisa Leatherman
Chairperson
- Total calculated
- $0
- Hours/week
- 1.5
-
Roger Plemens
Vice-Chairperson
- Total calculated
- $0
- Hours/week
- 1
-
Jane Kimsey
Treasurer
- Total calculated
- $0
- Hours/week
- 1.5
-
Clarissa Ashe
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Ollin Dunford
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
David Garrett
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Samantha Bradley
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Ann Lukens
Board Member
- Total calculated
- $0
- Hours/week
- 1.5
-
Debbie Mauney
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Paul Worley
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Latesha Wiggins
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Alison Cochran
Board Member
- Total calculated
- $0
- Hours/week
- 1
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
-
Swain County Schools
$85,000
After School Learning
-
$65,000
Adventure Leader Program
-
$45,000
At-Risk Youth
-
$36,000
At-risk Youth
-
Graham County Schools
$16,000
Peer Counseling
-
$13,184
Program/Emergency Relief
-
Eastern Band of Cherokee Indians
$12,736
Decreae food insecurity
-
Emergency Relief
-
$12,500
Emergency Relief
-
$12,500
Emergency Relief
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 8 July 2025
- IRS schema version
- 2024v5.2
- Source object
- 202511899349301331
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.