Healthy Charlotte Alliance Inc

EIN: 561356858 501(c)(3)

Charlotte, NC

Total Revenue
$143,480
Total Expenses
$197,316
Total Assets
$2,119,340
Net Assets
$2,119,340
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1982
Legal Domicile
NC
Principal Officer
Jennie Carruth
Phone
7049410734
Tax Period
2024-06-01 to 2025-05-31

Healthy Charlotte Alliance Inc, founded in 1982, is a small nonprofit that reported $143K in total revenue in fiscal year 2024. Expenses of $197K exceeded revenue, resulting in a 38% operating deficit.

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.

Program Service Accomplishments

Program 1
Expenses: $154,992

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...

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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. This years program, titled Impact of the Arts on Brain Health and Healing, explored how the arts contribute to cognitive well-being and recovery. The Community Health Classroom provides a more comprehensive exploration of topics than our monthly Lunch and Learn sessions.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 former healthcare executive Katie Kaney, who spoke on the intersection of medicine and public health. The event also celebrated our award recipients and grantees, culminating in the presentation of grant awards.Lunch and Learn Programs Lunch and Learns focus on specific health topics and feature medical experts who provide insights and perspectives on those issues. This years topics included- Skincare for Every Decade- AI in Medicine- From Isolation to Connection: Overcoming Anxiety and Loneliness- Thriving to Be Optimal: The Power of Muscle- Harmony Healing Encore: The Power of Music- One Pill Can Kill: Raising Awareness Around the Fentanyl CrisisWe also held two non-health events, which furthered our memberships social interactions and inspired a sense of community:- Fashion Event Sherrads Style- Fashion Event Monkees

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $62,760
Program Service Revenue $24,840
Investment Income $57,904
Other Revenue $-2,024
TOTAL REVENUE $143,480

Expense Breakdown

Grants Paid $91,122
Salaries & Benefits $69,996
Fundraising Expenses $4,607
Program Expenses $154,992
Other Expenses $36,198
TOTAL EXPENSES $197,316

Year-over-Year Comparison

2024 2023 Change
Revenue $143,480 $148,928 0.0%
Expenses $197,316 $192,996 +0.0%
Net Income $-53,836 $-44,068 +0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
13
Independent Members
13
Employees
N/A
Volunteers
20

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
13
$66,036
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Erin Edwards Executive Dir. 20.00
Officer
$66,036 $0 $66,036
Karen Chandler Past President 2.00
Officer Director
$0 $0 $0
Mimi Compton VP Awards 2.00
Officer Director
$0 $0 $0
Joan Scharf At-Large 2.00
Officer Director
$0 $0 $0
Leslie Aronovitz Treasurer 6.00
Officer Director
$0 $0 $0
Kendra May VP, Edu & Prog 3.00
Officer Director
$0 $0 $0
Teresa Starr At Large 3.00
Officer Director
$0 $0 $0
Sherry Ward At-Large 2.00
Officer Director
$0 $0 $0
Mitzi Yount Parliamentarian 2.00
Director
$0 $0 $0
Jennie Carruth President 8.00
Officer Director
$0 $0 $0
Cristina Licari At-Large 2.00
Officer Director
$0 $0 $0
Jane Llewellyn VP, Membership 3.00
Officer Director
$0 $0 $0
Becky Williford Corr. Secretary 2.00
Officer Director
$0 $0 $0
Julie Adams VP, Grants 3.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $143,480 $197,316 $2,119,340 $-53,836
2024 $148,928 $192,996 $2,058,677 $-44,068
2023 $130,283 $192,290 $1,891,142 $-62,007
2022 $107,424 $185,025 $1,937,313 $-77,601
2021 $81,561 $155,902 $2,186,440 $-74,341
2020 $106,929 $165,873 $1,893,546 $-58,944
2019 $102,132 $156,185 $1,840,511 $-54,053
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