2024-05-10T10:27:41-05:00 2023-06-30 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990 2022-07-01 581461316 FOUNDATION FOR HEALTH LEADERSHIP AND INN FOUN 9198210485 2401 WESTON PARKWAY SUITE 203 203 CARY NC 27513 DAVID REESE PRESIDENT/CEO 9198210485 2024-05-07 1 DAVID REESE 999009999 1 DEETRA B WATSON P00534544 9199428700 2024-05-07 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID REESE 2401 WESTON PARKWAY SUITE 203 203 CARY NC 27513 16940624 0 X WWW.FOUNDATIONHLI.ORG X 1982 NC LEVERAGE PRIVATE AND PUBLIC RESOURCES, EXPAND HEALTHCARE ACCESS, AND IMPROVE HEALTH STATUS FOR ALL NORTH CAROLINIANS. 14 14 27 16 0 0 2594720 2740890 6819913 9946633 127750 110914 -37847 -52164 9504536 12746273 243840 1971919 0 0 2114854 2284864 0 0 0 6762771 6742285 9121465 10999068 383071 1747205 17212998 14653127 7107830 2213169 10105168 12439958 X THE FOUNDATION IS COMMITTED TO FINDING WAYS TO MAKE AFFORDABLE, QUALITY HEALTHCARE AVAILABLE TO ALL INDIVIDUALS BY PARTNERING WITH BUSINESS, MEDICAL, CIVIC, AND NON-PROFIT LEADERS TO DEVELOP INNOVATIVE HEALTH CARE STRATEGIES WITH SPECIAL FOCUS ON THE NEEDS OF LOW-INCOME AND UNDERSERVED PATIENTS. 0 0 7996609 1876105 9442155 NCCARE360: NCCARE360 IS A STATEWIDE PLATFORM TOOL TO MAKE IT EASIER FOR PROVIDERS, INSURERS, AND COMMUNITY-BASED ORGANIZATIONS TO CONNECT PEOPLE WITH THE COMMUNITY RESOURCES THEY NEED TO BE HEALTHY. 906739 64408 281233 NORTH CAROLINA ORAL HEALTH COLLABORATIVE: THE NC ORAL HEALTH COLLABORATIVE ADDRESSES ORAL HEALTH DISPARITIES BY ADVANCING KNOWN SOLUTIONS THAT ENSURE ACCESS TO QUALITY DENTAL CARE. 489949 10759 45886 CENTER FOR EXCELLENCE FOR INTEGRATED CARE (COE): THE CENTER OF EXCELLENCE FOR INTEGRATED CARE ASSISTS HEALTH SYSTEMS, COMMUNITIES AND OTHER ORGANIZATIONS IN INTEGRATING PHYSICAL AND BEHAVIORAL HEALTHCARE SERVICES. 739291 20647 177359 COMMUNITY VOICE: COMMUNITY VOICE WALKS ALONGSIDE THE COMMUNITIES THAT FHLI SERVES, WORKING TO EMPOWER NORTH CAROLINIANS TO EFFICIENTLY DRIVE DECISION-MAKING AROUND OUTCOMES, RESOURCE NEEDS, AND LOCAL AND SYSTEM-WIDE SOLUTIONS. FHLI'S COMMUNITY VOICE MODEL ACKNOWLEDGES THAT PEOPLE DIRECTLY IMPACTED BY HEALTH DISPARITIES DESERVE NOT ONLY TO HAVE A SEAT AT SOMEONE ELSE'S TABLE, BUT TO HAVE THEIR OWN DECISION-MAKING TABLE TO CREATE THEIR OWN PATHS TO HEALTH EQUITY.FHLI'S COMMUNITY VOICE BUILDS UPWARDS AND OUTWARDS, LEVERAGING FHLI'S UNIQUE PORTFOLIO OF PROGRAMS AND EXPERTISE TO PROVIDE ROBUST SUPPORT, CONNECTION TO STATEWIDE AND FEDERAL RESOURCES, AND ADVOCACY TO DRIVE SYSTEM-WIDE, COMMUNITY-BASED, CHANGE. RESULTS NC: A COLLABORATION BETWEEN FHLI, THE NC HEALTHCARE FOUNDATION, THE NC DIVISION OF PUBLIC HEALTH, THE WNC HEALTH NETWORK, AND THE DUKE ENDOWMENT TO EXPAND BEST PRACTICE MODELS OF REGIONAL CHNA COLLABORATION THROUGHOUT NC. NC RURAL HEALTH LEADERSHIP ALLIANCE: THE NC RURAL HEALTH LEADERSHIP ALLIANCE SUPPORTS PARTNERSHIPS AND STRATEGIES THAT IMPROVE HEALTH OUTCOMES IN RURAL NORTH CAROLINA.BERNSTEIN FELLOWS AND SCHOLARS: THE JIM BERNSTEIN COMMUNITY HEALTH LEADERSHIP FELLOWS PROGRAM PREPARES EMERGING HEALTH LEADERS TO WORK IN AND IMPROVE THE HEALTH OF RURAL AND UNDERSERVED COMMUNITIES IN NORTH CAROLINA. THE JIM AND SUE BERNSTEIN HEALTH CENTER SCHOLARSHIP PROGRAM PROVIDES SCHOLARSHIPS TO INDIVIDUALS EMPLOYED IN NORTH CAROLINA'S RURAL HEALTH CLINICS. 739291 20647 177359 10132588 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 37 0 1 27 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X JEAN SHAW 9198210485 2401 WESTON PARKWAY SUITE 203 CARY NC 27513 CHERRY BEASLEY PHDMSFNPRNCNE BOARD MEMBER 2.00 X 0 0 0 RONNY ANTONIO BELL PHD MS BOARD MEMBER 2.00 X 0 0 0 VIVIAN BOLANOS BOARD MEMBER 2.00 X 0 0 0 SAMUEL CYKERT MD BOARD MEMBER 2.00 X 0 0 0 KEVIN FITZGERALD MPA BOARD MEMBER 2.00 X 0 0 0 PAMELA HIGHSMITH MED CFRE MEMBER-AT-LARGE 5.00 X 0 0 0 JULIAN MONTORO-RODRIGUEZPHD BOARD MEMBER 2.00 X 0 0 0 STEVE NORTH MD MPH BOARD MEMBER 2.00 X 0 0 0 MONICA M TAYLOR PHD MPH BOARD MEMBER 2.00 X 0 0 0 ADAM ZOLOTOR MD DRPH BOARD MEMBER 2.00 X 0 0 0 J LLOYD MICHENER MD CHAIR 8.00 X X 0 0 0 CHARLES AYSCUE MBA TREASURER 5.00 X X 0 0 0 KIM SCHWARTZ MA VICE CHAIR 5.00 X X 0 0 0 TINA MARKANDA MBA MSPH SECRETARY 5.00 X X 0 0 0 DAVID REESE PRESIDENT/CEO (FR: AUG 22) 40.00 X 89866 0 13327 KELLY CALABRIA PRESIDENT/CEO (THR: JUL 22) 40.00 X 138702 0 19366 PALMA FOURATT DIRECTOR OF FINANCE (THR: APR 23) 40.00 X 119016 0 21693 CARLA OBIOL VP COMMUNITY VOICE (THR: MAY 23) 40.00 X 149424 0 14149 DR ZACHARY BRIAN VP IMPACT, STRATEGY & PROG (THR: DEC 22)) 40.00 X 161129 0 25553 DARRELL DEATON VP OF NCCARE360 40.00 X 134939 0 28338 AMELIA MUSE SR. DIRECTOR OF CENTER OF EXCELLENCE 40.00 X 101834 0 20531 894910 0 142957 6 0 1 0 UNITE USA INC PO BOX 771470 ST LOUIS MO 63177 SUBLICENSING SERVICES AND NETWORK HUB SU 4684000 UNITED WAY OF NC 1130 KILDAIRE FARM RD CARY NC 27511 LEADERSHIP SUPPORT SERVICES 814000 2 99329 2146230 495331 2740890 CONTRACT INCOME 541900 9922026 9922026 MISCELLANEOUS REVENUE 900099 22099 22099 SPEAKER FEE STIPENDS 541900 2508 2508 9946633 200826 200826 4040750 4130662 -89912 -89912 -89912 11525 99329 63689 -52164 -52164 12746273 9946633 0 58750 X 1952994 1952994 18925 18925 344805 258147 86658 1491213 1111044 380169 125322 92775 32547 190642 154144 36498 132882 99005 33877 27960 27960 6380925 6264842 116083 26362 5606 20756 21832 21588 244 71188 18340 52848 68710 64658 4052 67221 45366 21855 11066 11066 SUPPLIES 36666 18699 17967 DUES AND SUBSCRIPTIONS 22808 4850 17958 BANK CHARGES 7547 1605 5942 10999068 10132588 866480 0 556446 115926 9158607 2352492 1733440 3193127 1337 1154 41054 146256 20299 20299 0 0 5553418 8503829 168696 340343 17212998 14653127 1480605 1610997 5458529 258595 168696 343577 7107830 2213169 X 6024084 9677117 4081084 2762841 10105168 12439958 17212998 14653127 1747205 587585 0 X X 0 1 X 1 1 1 X 2242795 7153765 7321228 2594720 2740890 22053398 2242795 7153765 7321228 2594720 2740890 22053398 8887921 13165477 122133 173386 141153 143564 200826 781062 22834460 20787242 0.57660 0.56860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 51004 51004 0 PART II-B, LINE 1: FHLI HAS A CONTRACT WITH BEN POPKIN FOR LOBBYING SERVICES FOR THE ORAL HEALTH PROGRAM. 20299 20299 0 0 DUE TO AGENCY PARTNERS 226243 OPERATING LEASE LIABILITY 117334 343577 13409637 587585 40050 627635 12782002 27960 -63689 -35729 12746273 11074847 40050 63689 103739 10971108 27960 27960 10999068 PART XI, LINE 4B - OTHER ADJUSTMENTS: BERNSTEIN DINNER EXPENSES INCLUDED IN FUNDRAISING EVENTS -63,689. PART XII, LINE 2D - OTHER ADJUSTMENTS: BERNSTEIN DINNER EXPENSES INCLUDED IN FUNDRAISING EVENTS 63,689. BERNSTEIN DINNER 110854 99329 11525 29090 34599 110854 99329 11525 29090 34599 63689 -52164 1 B&D INTEGRATED HEALTH SERVICES 249 E NC HWY 54 SUITE 320 DURHAM NC 27713 810629304 63046 0 NCCARE 360 PROGRAM GRANT CITYGATE DREAM CENTER 1423 N CHURCH STREET BURLINGTON NC 27217 825426624 501(C)(3) 84543 0 NCCARE 360 PROGRAM GRANT CLAYTON PEDIATRIC DENTISTRY 482 E MAIN STREET CLAYTON NC 27520 562253894 20000 0 NC ORAL HEALTH COLLABORATIVE DAVIDSON MEDICAL MINISTRIES CLINIC INC 420 N SALISBURY ST LEXINGTON NC 27292 561746266 501(C)(3) 94415 0 NCCARE 360 PROGRAM GRANT DENTAL FOUNDATION OF NC INC CAMPUS BOX 7450 CHAPEL HILL NC 275997450 566304130 501(C)(3) 20000 0 NCCARE 360 PROGRAM GRANT DUKE UNIVERSITY HEALTH SYSTEM INC 2301 ERWIN RD DURHAM NC 27710 562070036 501(C)(3) 250000 0 NCCARE 360 PROGRAM GRANT DURHAM CONGREGATIONS IN ACTION 504 W CHAPEL HILL STREET DURHAM NC 27701 237208424 501(C)(3) 18548 0 NCCARE 360 PROGRAM GRANT EL CENTRO HISPANO INC 2000 CHAPEL HILL RD STE 26A DURHAM NC 27707 562011661 501(C)(3) 227117 0 NCCARE 360 PROGRAM GRANT HAVEN HOUSE INC 1008 BULLARD CT RALEIGH NC 27615 561073632 501(C)(3) 58298 0 NCCARE 360 PROGRAM GRANT HAVEN IN LEE COUNTY INC PO BOX 3191 SANFORD NC 27330 561586246 32820 0 NCCARE 360 PROGRAM GRANT INTERACT 1012 OBERLIN RD STE 100 RALEIGH NC 27605 581320613 501(C)(3) 79501 0 NCCARE 360 PROGRAM GRANT LEE COUNTY HEALTH DEPARTMENT 106 HILLCREST DR SANFORD NC 27330 566000313 43575 0 NCCARE 360 PROGRAM GRANT LGBT CENTER OF RALEIGH INC 19 W HARGETT ST 507 RALEIGH NC 27601 262998186 501(C)(3) 66501 0 NCCARE 360 PROGRAM GRANT MARK W CASEY DDS MPH 9805 TANDEM CT RALEIGH NC 27615 186421261 8000 0 NC ORAL HEALTH COLLABORATIVE NATIONAL INSTITUTE OF MINORITY ECONOMIC D 114 W PARRISH ST DURHAM NC 27701 561579041 501(C)(3) 159001 0 NCCARE 360 PROGRAM GRANT NC DENTAL HYGIENISTS ASSOCIATION 3901 BARRETT DR RALEIGH NC 27609 560946458 501(C)(3) 5000 0 NC ORAL HEALTH COLLABORATIVE NEW ARRIVALS INSTITUTE 2714 W MARKET STREET GREENSBORO NC 27403 273996262 501(C)(3) 57997 0 NCCARE 360 PROGRAM GRANT NORTH CAROLINA JUSTICE CENTER 224 S DAWSON ST RALEIGH NC 27601 561348186 501(C)(3) 34277 0 NCCARE 360 PROGRAM GRANT ORANGE COUNTY HEALTH DEPARTMENT 2501 HOMESTEAD RD CHAPEL HILL NC 27516 566000327 87864 0 NCCARE 360 PROGRAM GRANT RALEIGH IMMIGRANT COMMUNITY INC 1001 NAVAHHO DR SUITE 203A RALEIGH NC 27609 812561163 501(C)(3) 30190 0 NCCARE 360 PROGRAM GRANT SENIOR RESOURCES OF GUILFORD 1401 BENJAMIN PARKWAY GREENSBORO NC 27408 561181577 501(C)(3) 29879 0 NCCARE 360 PROGRAM GRANT THE ARC OF NORTH CAROLINA 353 E SIX FORKS RD 300 RALEIGH NC 27609 560753097 501(C)(3) 128022 0 NCCARE 360 PROGRAM GRANT THE LIFE CENTER OF DAVIDSON COUNTY INC 601 W CENTER STREET LEXINGTON NC 27292 581781761 501(C)(3) 88138 0 NCCARE 360 PROGRAM GRANT THE NC ALBERT SCHWEITZER FELLOWSHIP INC PO BOX 1636 DAVIDSON NC 28036 822682491 501(C)(3) 11000 0 NC ORAL HEALTH COLLABORATIVE VETERANS BRIDGE HOME INC 5260 PARKWAY PLAZA BLVD STE 110 CHARLOTTE NC 28217 452350728 501(C)(3) 141374 0 NCCARE 360 PROGRAM GRANT WAKE COUNTY CONTINUUM OF CARE PO BOX 12044 RALEIGH NC 27605 651267717 501(C)(3) 100000 0 NCCARE 360 PROGRAM GRANT 21 5 ACADEMIC SCHOLARSHIP 11 18925 PART I, LINE 2: FINANCIAL REPORTS FROM GRANT RECIPIENTS TO ENSURE THAT THE SCOPE OF WORK IN THE GRANT IS AS DESCRIBED IN THE GRANTS, AND THE EXPENDITURE OF GRANT FUNDS IS CONSISTENT WITH THE TERMS OF THE GRANT AGREEMENT. X X X 0 0 0 0 0 0 0 0 0 DR ZACHARY BRIAN VP IMPACT, STRATEGY & PROG (THR: DEC 161129 0 0 0 0 0 14474 0 11079 0 186682 0 0 0 CARLA OBIOL VP COMMUNITY VOICE (THR: MAY 23) 149424 0 0 0 0 0 13419 0 730 0 163573 0 0 0 DARRELL DEATON VP OF NCCARE360 134939 0 0 0 0 0 11550 0 16788 0 163277 0 0 0 KELLY CALABRIA PRESIDENT/CEO (THR: JUL 22) 138702 0 0 0 0 0 12480 0 6886 0 158068 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE, FOUNDATION PRESIDENT/CEO, AND THE FINANCE COMMITTEE. ONCE THE 990 IS APPROVED BY THE AUDIT AND FINANCE COMMITTEE, A COPY OF THE 990 IS SENT TO ALL BOARD MEMBERS FOR FINAL REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REQUIRES ANNUAL FULL DISCLOSURE OF ANY CONFLICTS OF INTEREST. A DISCLOSURE STATEMENT IS SIGNED EACH YEAR BY ALL STAFF MEMBERS AND THE BOARD REQUESTING IN WRITING A STATEMENT OF ALL POSSIBLE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR KEY EMPLOYEES, OTHER THAN THE PRESIDENT, IS DETERMINED BY THE PRESIDENT IN CONJUNCTION WITH HUMAN RESOURCES, WHO COMPARES THE POSITION TO THE GENERAL MARKET AND TO OTHER ORGANIZATIONS WHO PERFORM SIMILAR TYPES OF WORK. COMPENSATION FOR THE PRESIDENT IS DETERMINED BY THE BOARD AND IS ALSO DETERMINED BY THE GENERAL MARKET AND SIMILAR ORGANIZATIONS. EDUCATION, TRAINING AND EXPERIENCE ALSO WEIGH HEAVILY FOR A GIVEN ROLE. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON WRITTEN REQUEST AT THE OFFICE OF THE FOUNDATION. FORM 990, PART IX, LINE 11G OTHER CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 6,236,978. MANAGEMENT AND GENERAL EXPENSES 70,743. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,307,721. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 27,864. MANAGEMENT AND GENERAL EXPENSES 45,340. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 73,204. PART XII, LINE 2C THE AUDIT AND FINANCE COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT.