Form 990 for tax year 2025
Filed by HEALTHY CHARLOTTE ALLIANCE INC.
Totals
- Total revenue
- $138,595
- Total expenses
- $206,475
- Contributions and grants received
- $51,913
- Grants paid
- $101,146
- Program service revenue
- $34,207
- Investment income
- $57,689
- Other revenue
- -$5,214
- Total assets, end of year
- $2,305,065
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $2,305,065
- Program services expenses (Part IX)
- $162,469
- Management and general expenses
- $39,389
- Fundraising expenses
- $4,617
- Program service expenses (Part III)
- $162,469
Program services were 78.7% 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
$18,244
-
1f · All other contributions, gifts and grants
$33,669
-
1g · Noncash contributions included above
$5,287
-
2a · Program service revenue: Activity fees
total $34,207 · related or exempt $34,207
-
3 · Investment income
total $57,689 · excluded $57,689
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$10,007
-
8a · Fundraising events: contributions included on line 1c
$18,244
-
8b · Fundraising events: direct expenses
$15,221
-
8c · Net income from fundraising events
total -$5,214
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $101,146 · program services $101,146
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $72,459 · program services $54,344 · management and general $14,491 · fundraising $3,624
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $3,110 · program services $222 · management and general $2,666 · fundraising $222
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $20,004 · management and general $20,004
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $1,232 · program services $722 · management and general $510
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $1,291 · program services $258 · management and general $1,033
-
24a · Other expenses: Programs Events
total $3,590 · program services $3,530 · fundraising $60
-
24b · Other expenses: Website Services
total $1,688 · program services $1,266 · fundraising $422
-
24c · Other expenses: Bank charges
total $1,216 · program services $589 · management and general $480 · fundraising $147
-
24d · Other expenses: Postage and Shipping
total $339 · program services $113 · management and general $113 · fundraising $113
-
24e · All other expenses
total $400 · program services $279 · management and general $92 · fundraising $29
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $60,440 · end of year $33,130
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $266 · end of year $562
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $2,058,634 · end of year $2,271,373
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
27 · Net assets without donor restrictions
beginning of year $2,119,340 · end of year $2,305,065
Mission and programs · 2025
Mission
Healthy Charlotte Alliance (Alliance) is a non-profit organization whose purpose is to improve the health and quality of life for all people of Mecklenburg County. It offers educational and informative events and lectures about health and wellness; grants and awards given through our endowment; and fun, informative meetings for members.
-
Community Health ClassroomIn alignment with our mission to build a healthier community, Healthy Charlotte Alliance launched its annual signature educational program, the Community Health Classroom, in 2006. This initiative is designed to inform the community about timely and relevant health topics through in-depth programming. Each year, the event features presentations by leading health experts. The Community Health Classroom provides a more comprehensive exploration of topics than our monthly Lunch and Learn sessions. This years topic covered the relationship between the environment and health.Annual MeetingThe Annual Meeting serves as a valuable opportunity to bring together our membership for both education, celebration, and social connection. This year, we were honored to feature author and mindset coach, who spoke on how to gain a more positive and active lifestyle. The event also celebrated our award recipients and grantees, culminating in the presentation of grant awards.Lunch and Learn ProgramsLunch and Learns focus on specific health topics and feature medical experts who provide insights and perspectives on those issues. This years topics included- SUICIDE PREVENTION & AWARENESS- STAYING SAFE in a DIGITAL WORLD- NOURISHING YOUR BODY & MIND- THE MEDICAL MARIJUANA DEBATE- The Mindful Caregiver
Expenses $162,469 · Grants $101,146
As filed on the 2025 return.
Listed in Part VII
-
Erin Edwards
Executive Dir.
- Total calculated
- $70,973
- From this org
- $70,973
- From related orgs
- $0
- Other
- $0
- Hours/week
- 20
-
Julie Adams
VP, Grants
- Total calculated
- $0
- Hours/week
- 3
-
Jane Llewellyn
VP, Membership
- Total calculated
- $0
- Hours/week
- 3
-
Kendra May
At-Large
- Total calculated
- $0
- Hours/week
- 3
-
Joan Scharf
At-Large
- Total calculated
- $0
- Hours/week
- 2
-
Teresa Starr
VP, Edu & Progr
- Total calculated
- $0
- Hours/week
- 3
-
Sherry Ward
At-Large
- Total calculated
- $0
- Hours/week
- 2
-
Becky Williford
Corr. Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Mitzi Yount
Parliamentarian
- Total calculated
- $0
- Hours/week
- 2
-
Leslie Aronovitz
Treasurer
- Total calculated
- $0
- Hours/week
- 6
-
Jennie Carruth
President
- Total calculated
- $0
- Hours/week
- 8
-
Karen Chandler
Imm. Past Presi
- Total calculated
- $0
- Hours/week
- 3
-
Mimi Compton
VP, Awards
- Total calculated
- $0
- Hours/week
- 2
-
Cristina Licari
At-Large
- Total calculated
- $0
- Hours/week
- 2
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
-
$35,000
To further its mission
-
$20,000
To further its mission
-
$20,000
To further its mission
-
$15,000
To further its mission
-
$10,000
To further its mission
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 27 July 2026
- IRS schema version
- 2025v4.1
- Source object
- 202632089349300638
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