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Nonprofiteer
← HEALTH FOUNDATION INC

Form 990 for tax year 2023

Filed by HEALTH FOUNDATION INC.

Totals

Total revenue
$1,831,037
Total expenses
$1,609,937
Contributions and grants received
$512,321
Grants paid
$483,683
Program service revenue
$1,282,442
Investment income
$33,277
Other revenue
$2,997
Total assets, end of year
$6,088,810
Total liabilities, end of year
$2,294,901
Net assets or fund balances, end of year
$3,793,909
Program services expenses (Part IX)
$1,289,156
Management and general expenses
$286,749
Fundraising expenses
$34,032
Program service expenses (Part III)
$1,289,156

Program services were 80.1% 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)

    $163,184

  • 1f · All other contributions, gifts and grants

    $349,137

  • 2a · Program service revenue: RENT - WP

    total $1,105,300 · related or exempt $1,105,300

  • 2b · Program service revenue: COMMON AREA MAINTENANC

    total $105,877 · related or exempt $105,877

  • 2c · Program service revenue: RENT - CAMPUS

    total $50,265 · related or exempt $50,265

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

    total $21,000 · related or exempt $21,000

  • 3 · Investment income

    total $33,428 · excluded $33,428

  • 7a · Gross sales of assets other than inventory

    other assets $23,819

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

    securities $151 · other assets $23,819

  • 7c · Gain or loss

    securities -$151 · other assets $0

  • 7d · Net gain or loss

    total -$151 · excluded -$151

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $2,997 · related or exempt $2,997

  • 11e · Other revenue, total

    $2,997

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $409,683 · program services $409,683

  • 2 · Grants to domestic individuals

    total $74,000 · program services $74,000

  • 5 · Compensation of officers, directors and key employees

    total $261,995 · program services $172,484 · management and general $74,247 · fundraising $15,264

  • 7 · Other salaries and wages

    total $137,287 · program services $120,104 · management and general $5,480 · fundraising $11,703

  • 8 · Pension plan contributions

    total $12,662 · program services $10,332 · management and general $1,328 · fundraising $1,002

  • 9 · Other employee benefits

    total $32,670 · program services $23,882 · management and general $6,973 · fundraising $1,815

  • 10 · Payroll taxes

    total $31,291 · program services $22,878 · management and general $6,263 · fundraising $2,150

  • 11b · Fees: legal

    total $6,025 · management and general $6,025

  • 11c · Fees: accounting

    total $29,400 · management and general $29,400

  • 11g · Fees: other

    total $42,471 · program services $434 · management and general $42,037

  • 13 · Office expenses

    total $50,295 · program services $11,061 · management and general $37,136 · fundraising $2,098

  • 16 · Occupancy

    total $53,930 · program services $44,866 · management and general $9,064

  • 17 · Travel

    total $9,537 · program services $7,026 · management and general $2,511

  • 19 · Conferences, conventions and meetings

    total $51,006 · program services $44,057 · management and general $6,949

  • 22 · Depreciation, depletion and amortization

    total $216,831 · program services $196,697 · management and general $20,134

  • 23 · Insurance

    total $41,202 · program services $29,926 · management and general $11,276

  • 24a · Other expenses: COMMON AREA MAINTENANCE

    total $77,051 · program services $77,051

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $44,142 · program services $28,943 · management and general $15,199

  • 24c · Other expenses: 1915 BUILDING

    total $8,636 · program services $8,636

  • 24d · Other expenses: TRAINING STAFF AND BOAR

    total $5,732 · program services $2,483 · management and general $3,249

  • 24e · All other expenses

    total $14,091 · program services $4,613 · management and general $9,478

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,049,744 · end of year $339,439

  • 2 · Savings and temporary cash investments

    beginning of year $719,249 · end of year $881,382

  • 3 · Pledges and grants receivable

    beginning of year $14,209 · end of year $11,841

  • 4 · Accounts receivable

    beginning of year $187,420 · end of year $455,049

  • 9 · Prepaid expenses and deferred charges

    beginning of year $35,323 · end of year $50,721

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

    $12,108,592

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

    $8,628,544

  • 10c · Land, buildings and equipment, net

    beginning of year $2,533,715 · end of year $3,480,048

  • 12 · Investments: other securities

    beginning of year $784,814 · end of year $861,734

  • 15 · Other assets

    beginning of year $1,084 · end of year $8,596

  • 17 · Accounts payable and accrued expenses

    beginning of year $171,574 · end of year $187,382

  • 18 · Grants payable

    beginning of year $544,335 · end of year $1,599,905

  • 19 · Deferred revenue

    beginning of year $51,193 · end of year $57,614

  • 23 · Secured mortgages and notes payable

    end of year $450,000

  • 27 · Net assets without donor restrictions

    beginning of year $3,531,800 · end of year $2,546,532

  • 28 · Net assets with donor restrictions

    beginning of year $1,026,656 · end of year $1,247,377

Mission and programs · 2023

Mission

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

  • SCHOLARSHIP - THE HEALTH FOUNDATION PROVIDES SCHOLARSHIPS TO STUDENTS ENTERING ALLIED HEALTH CARE PROFESSIONS WHO HAVE EXPRESSED AN INTEREST IN WORKING IN WILKES OR SURROUNDING COUNTIES IN WESTERN NORTH CAROLINA. THIS PROGRAM HELPS DECREASE THE PERCENTAGE OF PEOPLE LIVING IN POVERTY, AS HEALTH CAR PROFESSIONS TYPICALLY PROVIDE BETTER LIVING WAGE JOBS. ACADEMIC ACHEIVEMENT AND WEALTH CORRESPOND TO BETTER HEALTH OUTCOMES AS WEALTHIER PEOPLE HAVE BETTER OPPORTUNITIES TO LIVE HEALTHIER LIVES. WILKES COUNTY ALSO EXPERIENCES SHORTAGES OF HEALTH PROFESSIONALS AND THIS PROVIDES AN ENTRY POINT TO RECRUIT HEALTH CARE PROFESSIONALS, WHICH IN TURN, INCREASES ACCESS TO CARE IN A RURAL, UNDERSERVED COMMUNITY.

    Expenses $92,778 · Grants $75,472 · Revenue $92,510

  • PREVENTION - WITH AN UNDERSTANDING THAT HEALTH IS AFFECTED BY THE PLACES PEOPLE LIVE, WORK, PLAY, PRAY, AND LEARN, THE FOUNDATION UTILITZES A FORMAL COLLECTIVE IMPACT FRAMEWORK COUPLED WITH HUMAN-CENTERED DESIGN TO LEAD THE FOLLOWING LOCAL COALITIONS ADDRESSING HEALTHY EATING, ACTIVE LIVING, RESILIENCY, AND OPIOID USE DISORDER:THE WILKES RESILIENCY COLLABERATIVE, ADDRESSING THE GENERATIONAL TRAUMAS CAUSED BY ABUSE, NEGLECT, MENTAL ILLNESS, FAMILY SEPARATION AND THEIR EFFECTS ON HEALTH OUTCOMES (ADVERSE CHILDHOOD EXPERIENCES).THE COMMUNITY OPIOID RESPONSE AND EDUCATION TEAM, A BROAD CROSS-SECTOR COLLABORATIVE IDENTIFYING AND IMPLEMENTING COMMUNITY-BASED STRATEGIES TO MITIGATE THE EFFECTS OF SUBSTANCE USE DISORDERS AND MENTAL HEALTH DISORDERS. THIS INCLUDES THE CREATION OF A CRISIS INTERVENTION TEAM TO ALIGN EMS AND LAW ENFORCEMENT RESPONSES TO 9-1-1 AND 9-8-8.THE OUTDOOR ECONOMY WORKING GROUP, A BROAD CROSS-SECTOR COLLABORATIVE IMPLEMENTING A 15-YEAR OUTDOOR INFRASTRUCTURE PLAN TO IMPROVE UPWARD ECONOMIC MOBILITY, ENHANCE OUTDOOR AMENITITES, AND ATTRACT RESIDENTS AND VISITORS TO PARTAKE IN OUTDOOR RECREATION ACTIVITIES.

    Expenses $571,165 · Grants $279,711 · Revenue $569,518

  • ACCESS TO CARE - PEOPLE IN RURAL COMMUNITIES ARE LESS LIKELY TO HAVE ACCESS TO HEALTH SERVICES DUE TO SHORTAGES OF PROVIDERS AND BARRIERS TO CARE SUCH AS TRANSPORTATION AND COST. THE HEALTH FOUNDATION OWNS AND MANAGES A MEDICAL PARK CONVENIENTLY LOCATED WITHIN ONE-QUARTER MILE OF THE LOCAL HOSPITAL WHICH SERVES AS A HUB OF HEALTH CARE DELIVERY. THE THRIVING MEDICAL PARK HAS A VARIETY OF TENANTS INCLUDING PRIMARY MEDICAL CARE, MEDICAL SPECIALISTS, DENTAL CARE, AND SOCIAL SUPPORT SERVICES. THE SITE ALSO CONNECTS TO THE YADKIN RIVER GREENWAY AND HOSTS A PRE-SCHOOL PLAYGROUND AND AN ADULT EXERCISE EQUIPMENT ZONE. IN ADDITION, WE ENGAGE IN FUNDING STRATEGIES THAT PROMOTE ACCESS TO CARE IN OTHER LOCATIONS AND THROUGH BOTH MOBILE AND TELEMEDICINE.

    Expenses $625,213 · Grants $128,500 · Revenue $623,411

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

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

  • Craig Bennett

    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 Williard

    EX-OFFICIO DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chad Brown

    EX-OFFICIO DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Heather Murphy

    EXECUTIVE DIRECTOR

    Total calculated
    $152,644
    From this org
    $130,640
    From related orgs
    $0
    Other
    $22,004
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,640
    Bonus
    $0
    Other
    $0
    Deferred
    $8,778
    Nontaxable benefits
    $13,226
    Filer's total
    $152,644

  • Christopher Smith

    FINANCE DIRECTOR

    Total calculated
    $109,351
    From this org
    $80,846
    From related orgs
    $0
    Other
    $28,505
    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. 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 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 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

The filer's explanations (Part III)

PART I, LINE 3
THE ORGANIZATION HAS A PERSONNEL COMMITTEE, CONSISTING OF OFFICERS AND AT-LARGE MEMBERS OF THE EXECUTIVE COMMITTEE, WHO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. CURRENT COMPENSATION IS COMPARED TO THE MOST CURRENTLY AVAILABLE SALARY REPORTS AS PREPARED BY THE ASSOCIATION FOR HEALTHCARE PHILANTHROPY, THE ASSOCIATION OF FUNDRAISING PROFESSIONALS, THE NORTH CAROLINA CENTER FOR NONPROFITS, AND THE NORTH CAROLINA NETWORK OF GRANTMAKERS. HER PERFORMANCE REVIEW AS WELL AS COST OF LIVING ADJUSTMENTS ARE ALSO FACTORED IN THEIR RECOMMENDATION TO THE FULL BOARD.

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

  • WILKES RECOVERY REVOLUTION

    $91,268

    FUNDING TO PROVIDE PEER SUPPORT SERVICES

  • WILKES COUNTY SCHOOLS

    $88,165

    GRANT MADE TO PURCHASE ITEMS NEEDED BY UNDERSERVED STUDENTS. MATCHING GRANT FOR ANNUAL FUNDRAISING EVENT. PARTIAL FUNDING FOR PLAYGROUND EQUIPMENT. PARTIAL FUNDING FOR ATHLETIC TRACK PAVING. PARTIAL FUNDING FOR CREATION OF A SENSORY GARDEN.

  • HOSPITALITY HOUSE

    $40,000

    OPERATIONAL SUPPORT TO OPERATE WILKES HOUSING AND OUTREACH CENTER

  • WILKES COUNTY HEALTH DEPARTMENT

    $35,000

    MATCHING GRANT FOR ANNUAL FUNDRAISING EVENT. FUNDING FOR INCREASED ACCESS TO BEHAVIORAL HEALTH FOR MIDDLE SCHOOL AND HIGH SCHOOL STUDENTS.

  • SECOND HARVEST FOOD BANK OF NORTHWEST NC

    $30,000

    FUNDING FOR FARM FRESH NOURISH TO CONNECT LOCAL FARMERS AND FOOD PANTRIES

  • CHILD ABUSE PREVENTION TEAM

    $11,500

    MATCHING GRANT FOR ANNUAL FUNDRAISING EVENT. FUNDING FOR NURTURING PARENT PROGRAM TO TEACH NURTURING PARENTING SKILLS

  • APPALACHIAN STATE UNIVERSITY

    $10,000

    MATCHING GRANT FOR ANNUAL FUNDRAISING EVENT

  • CARENET COUNSELING OF WILKES INC

    $10,000

    MATCHING GRANT FOR ANNUAL FUNDRAISING EVENT

  • ECHO MINISTRY

    $10,000

    MATCHING GRANT FOR ANNUAL FUNDRAISING EVENT

  • WILKES ADULT DEVELOPMENTAL ACTIVITY

    $10,000

    MATCHING GRANT FOR ANNUAL FUNDRAISING EVENT

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

Provenance

Return type
form_990
Tax year
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202433199349301878

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.