2025-04-14T08:38:05-05:00 2024-06-30 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990 2023-07-01 581461316 FOUNDATION FOR HEALTH LEADERSHIP AND INNOVATION FOUN 9198210485 2401 WESTON PARKWAY SUITE 203 203 CARY NC 27513 JEAN SHAW CFO 9198210485 2025-04-07 1 1 DEETRA B WATSON P00534544 9199428700 2025-04-07 2023 2025-03-06 01:10:19Z DAVID REESE 2401 WESTON PARKWAY SUITE 203 203 CARY NC 27513 15965351 0 X WWW.FOUNDATIONHLI.ORG X 1982 NC LEVERAGE PRIVATE AND PUBLIC RESOURCES, EXPAND HEALTHCARE ACCESS, AND IMPROVE HEALTH STATUS FOR ALL NORTH CAROLINIANS. 17 17 34 18 0 0 2740890 4387187 9946633 7990529 110914 482885 -52164 -29145 12746273 12831456 1971919 594035 0 0 2284864 2356315 0 0 0 6742285 8494392 10999068 11444742 1747205 1386714 14653127 17006925 2213169 2419393 12439958 14587532 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 8225527 547209 1207455 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. 795222 17045 5658441 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. 405877 9950 692444 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. 767215 19831 432189 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. 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.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 FAMILIES EMPLOYED IN NORTH CAROLINA'S RURAL HEALTH CLINICS.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. 767215 19831 432189 10193841 1 1 0 0 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 34 0 1 34 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 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 PAMELA HIGHSMITH MED CFRE MEMBER-AT-LARGE 5.00 X 0 0 0 CHERRY BEASLEY PHDMSFNPRNCNE BOARD MEMBER 2.00 X 0 0 0 RONNY ANTONIO BELL PHD MS BOARD MEMBER (TERMED 2.8.24) 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 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 MATTHEW LEATHERMAN BOARD MEMBER 2.00 X 0 0 0 VIVIANA MARTINEZ-BIANCHI MD BOARD MEMBER 2.00 X 0 0 0 PATRICIA ANN MOORE-BOYETTE CPA BOARD MEMBER 2.00 X 0 0 0 PAULA SWEPSON-AVERY 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 40.00 X 215807 0 39488 JEAN SHAW CFO (BEGIN DATE 10.16.23) 40.00 X 34710 0 1684 DARRELL DEATON VP OF NCCARE360 (TERMED 9/25/23) 40.00 X 141296 0 23131 AMELIA MUSE SR. DIRECTOR OF CENTER OF EXCELLENCE (TERMED 1/4/2 40.00 X 110895 0 20531 ERIKA ALIFF VP COMMUNICATIONS 40.00 X 112198 0 20470 614906 0 105304 4 0 1 0 UNITE USA INC PO BOX 771470 ST LOUIS MO 63177 SUBLICENSING SERVICES AND NETWORK HUB SU 5037955 UNITED WAY OF NC 1130 KILDAIRE FARM RD CARY NC 27511 LEADERSHIP SUPPORT SERVICES 1143311 MAHEC PO BOX 100136 COLUMBIA SC 29202 CONTRACTED STAFFING - PATIENT ADVOCATES 178231 CLEAR IMPACT 11300 ROCKVILLE PIKE SUITE 1001 ROCKVILLE MD 20852 SOFTWARE SERVICE 154495 4 73075 662514 3651598 4387187 CONTRACT INCOME 541900 7967676 7967676 MISCELLANEOUS REVENUE 900099 16913 16913 SPEAKER FEE STIPENDS 541900 5940 5940 7990529 466782 466782 3102422 3086319 16103 16103 16103 18431 73075 47576 -29145 -29145 12831456 7990529 0 453740 X 570154 570154 23881 23881 385036 241213 143823 1528857 947813 581044 117530 78572 38958 188889 132884 56005 136003 84315 51688 28142 28142 8037009 7836231 200778 17178 150 17028 25488 25369 119 79700 25801 53899 94710 88164 6546 111659 97471 14188 13123 13123 SUPPLIES 61376 30959 30417 DUES AND SUBSCRIPTIONS 18776 9471 9305 BANK CHARGES 3731 719 3012 SPONSORSHIPS 3500 674 2826 11444742 10193841 1250901 0 115926 193140 2352492 2521821 3193127 4087914 1154 8277 146256 325453 20299 20299 0 0 8503829 9547942 340343 322378 14653127 17006925 1610997 1909947 258595 184643 343577 324803 2213169 2419393 X 9677117 9647695 2762841 4939837 12439958 14587532 14653127 17006925 1386714 760860 0 X X 0 1 X 1 0 X 7153765 7321228 2594720 2740890 4387187 24197790 7153765 7321228 2594720 2740890 4387187 24197790 10090486 14107304 173386 141153 143564 200826 466782 1125711 25323501 27366840 0.55710 0.57660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20299 20299 0 0 DUE TO AGENCY PARTNERS 279437 OPERATING LEASE LIABILITY 45366 324803 13611750 760860 760860 12850890 28142 -47576 -19434 12831456 11464176 47576 47576 11416600 28142 28142 11444742 PART XI, LINE 4B - OTHER ADJUSTMENTS: BERNSTEIN DINNER EXPENSES INCLUDED IN FUNDRAISING EVENTS -47,576. PART XII, LINE 2D - OTHER ADJUSTMENTS: BERNSTEIN DINNER EXPENSES INCLUDED IN FUNDRAISING EVENTS 47,576. BERNSTEIN DINNER 91506 73075 18431 28482 19094 91506 73075 18431 28482 19094 47576 -29145 1 CITYGATE DREAM CENTER 1423 N CHURCH STREET BURLINGTON NC 27217 825426624 501(C)(3) 15457 0 NCCARE 360 PROGRAM GRANT DAVIDSON MEDICAL MINISTRIES CLINIC INC 420 N SALISBURY ST LEXINGTON NC 27292 561746266 501(C)(3) 5585 0 NCCARE 360 PROGRAM GRANT DURHAM CONGREGATIONS IN ACTION 504 W CHAPEL HILL STREET DURHAM NC 27701 237208424 501(C)(3) 6452 0 NCCARE 360 PROGRAM GRANT EL CENTRO HISPANO INC 2000 CHAPEL HILL RD STE 26A DURHAM NC 27707 562011661 501(C)(3) 53310 0 NCCARE 360 PROGRAM GRANT HAVEN HOUSE INC 1008 BULLARD CT RALEIGH NC 27615 561073632 501(C)(3) 9158 0 NCCARE 360 PROGRAM GRANT HAVEN IN LEE COUNTY INC 215 BRACKEN ST SANFORD NC 27330 561586246 501(C)(3) 33714 0 NCCARE 360 PROGRAM GRANT INTERACT 1012 OBERLIN RD STE 100 RALEIGH NC 27605 581320613 501(C)(3) 15434 0 NCCARE 360 PROGRAM GRANT LEE COUNTY HEALTH DEPARTMENT 106 HILLCREST DR SANFORD NC 27330 566000313 30186 0 NCCARE 360 PROGRAM GRANT NATIONAL INSTITUTE OF MINORITY ECONOMIC D 114 W PARRISH ST DURHAM NC 27701 561579041 501(C)(3) 143963 0 NCCARE 360 PROGRAM GRANT NEW ARRIVALS INSTITUTE 2714 W MARKET STREET GREENSBORO NC 27403 273996262 501(C)(3) 15973 0 NCCARE 360 PROGRAM GRANT NORTH CAROLINA JUSTICE CENTER 224 S DAWSON ST RALEIGH NC 27601 561348186 501(C)(3) 33785 0 NCCARE 360 PROGRAM GRANT ORANGE COUNTY HEALTH DEPARTMENT 2501 HOMESTEAD RD CHAPEL HILL NC 27516 566000327 65976 0 NCCARE 360 PROGRAM GRANT RALEIGH IMMIGRANT COMMUNITY INC 1001 NAVAHHO DR SUITE 203A RALEIGH NC 27609 812561163 501(C)(3) 13432 0 NCCARE 360 PROGRAM GRANT SENIOR RESOURCES OF GUILFORD 1401 BENJAMIN PARKWAY GREENSBORO NC 27408 561181577 501(C)(3) 46265 0 NCCARE 360 PROGRAM GRANT THE ALBERT SCHWEITZER FELLOWSHIP INC 330 BROOKLINE AVENUE BOSTON MA 02215 131982786 501(C)(3) 11000 0 NCCARE 360 PROGRAM GRANT VETERANS BRIDGE HOME INC 5260 PARKWAY PLAZA BLVD STE 110 CHARLOTTE NC 28217 452350728 501(C)(3) 58624 0 NCCARE 360 PROGRAM GRANT 14 7 ACADEMIC SCHOLARSHIP 44 23881 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 1 0 0 0 0 0 0 0 0 DAVID REESE PRESIDENT/CEO 215807 0 0 0 0 0 20250 0 19238 0 255295 0 0 0 DARRELL DEATON VP OF NCCARE360 (TERMED 9/25/23) 141296 0 0 0 0 0 9935 0 13196 0 164427 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER, 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 7,814,632. MANAGEMENT AND GENERAL EXPENSES 36,727. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,851,359. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 21,599. MANAGEMENT AND GENERAL EXPENSES 164,051. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 185,650. PART XII, LINE 2C THE AUDIT AND FINANCE COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT.