FOUNDATION FOR HEALTH LEADERSHIP AND INNOVATION INCORPORATED
EIN 58-1461316 CARY, NC
- Revenue 2024
- $8,908,242
- Expenses 2024
- $10,147,704
Program services were 87.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- Classification
- 1000
- Street
- 2401 WESTON PKWY STE 203
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
ADAM ZOLOTOR MD DRPH
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 5
-
KEVIN FITZGERALD MPA
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 5
-
CHERRY BEASLEY PHDMSFNPRNCNE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
LISA HARRISON MPH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
MATTHEW LEATHERMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
KAREN SMITH MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
PATRICIA ANN MOORE-BOYETTE CPA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
PAULA SWEPSON-AVERY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
KIM SCHWARTZ MA
CHAIR
- Total calculated
- $0
- Hours/week
- 8
-
KAREN ROGERS CPA
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
TINA MARKANDA MBA MSPH
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
PAMELA HIGHSMITH MED CFRE
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
DAVID REESE
PRESIDENT/CEO (THR 12/31/24)
- Total calculated
- $286,061
- From this org
- $243,911
- From related orgs
- $0
- Other
- $42,150
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $243,911
- Bonus
- $0
- Other
- $0
- Deferred
- $22,715
- Nontaxable benefits
- $19,435
- Filer's total
- $286,061
-
JEAN SHAW
CFO
- Total calculated
- $173,075
- From this org
- $148,986
- From related orgs
- $0
- Other
- $24,089
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,986
- Bonus
- $0
- Other
- $0
- Deferred
- $12,610
- Nontaxable benefits
- $11,479
- Filer's total
- $173,075
-
AYANA SIMON
DIRECTOR OF NCCARE360 (THR 12/31/24)
- Total calculated
- $135,867
- From this org
- $115,130
- From related orgs
- $0
- Other
- $20,737
- Hours/week
- 40
-
BRANDY HARRELL
CHIEF OF STAFF (THR 3/20/2025)
- Total calculated
- $153,834
- From this org
- $132,512
- From related orgs
- $0
- Other
- $21,322
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $132,512
- Bonus
- $0
- Other
- $0
- Deferred
- $10,955
- Nontaxable benefits
- $10,367
- Filer's total
- $153,834
-
ERIKA ALIFF
HEAD OF DEVELOPMENT
- Total calculated
- $134,900
- From this org
- $114,150
- From related orgs
- $0
- Other
- $20,750
- Hours/week
- 40
-
JOE STEVE CLINE
VP NCOHC
- Total calculated
- $142,935
- From this org
- $122,156
- From related orgs
- $0
- Other
- $20,779
- Hours/week
- 20
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 — 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $8,908,242
- Expenses
- $10,147,704
- Contributions
- $331,310
- Grants paid
- $70,962
-
2023
- Revenue
- $12,831,456
- Expenses
- $11,444,742
- Contributions
- $4,387,187
- Grants paid
- $594,035
-
2022
- Revenue
- $12,746,273
- Expenses
- $10,999,068
- Contributions
- $2,740,890
- Grants paid
- $1,971,919
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Grants made
-
DUKE UNIVERSITY HEALTH SYSTEM INC
$250,000
2022 NCCARE 360 PROGRAM GRANT
-
$227,117
2022 NCCARE 360 PROGRAM GRANT
-
2022 NCCARE 360 PROGRAM GRANT
-
2023 NCCARE 360 PROGRAM GRANT
-
$141,374
2022 NCCARE 360 PROGRAM GRANT
-
$128,022
2022 NCCARE 360 PROGRAM GRANT
-
$100,000
2022 NCCARE 360 PROGRAM GRANT
-
2022 NCCARE 360 PROGRAM GRANT
-
2022 NCCARE 360 PROGRAM GRANT
-
ORANGE COUNTY HEALTH DEPARTMENT
$87,864
2022 NCCARE 360 PROGRAM GRANT
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
-
$94,640
2023 CHARITABLE GIFT
-
$86,934
2022 CHARITABLE GIFT
-
2022 Integrated Care Access to Care
-
2022 Co-Occurring (MH/SA)
-
2025 TECNICAL ASSISTANCE
-
2022 Increase avail of healthcare to uninsured of NC or CRF for COVID-19 related costs
-
2024 TECNICAL ASSISTANCE
-
2023 TECNICAL ASSISTANCE
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 10 September 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.