FOUNDATION FOR HEALTH LEADERSHIP A… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

DAVID REESE

Phone

9198210485

Tax Period

2024-07-01 to 2025-06-30

FOUNDATION FOR HEALTH LEADERSHIP AND INNOVATION, founded in 1982, is a community nonprofit that reported $8.9M in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $10.1M exceeded revenue, resulting in a 14% operating deficit.

Mission

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.

Program Service Accomplishments

Program 1

Expenses: $6,945,605

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.

Program 2

Expenses: $662,558 Revenue: $1,051,459

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.

Program 3

Expenses: $346,439

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...

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.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $331,310

Program Service Revenue $7,885,800

Investment Income $754,260

Other Revenue $-63,128

TOTAL REVENUE $8,908,242

Expense Breakdown

Grants Paid $70,962

Salaries & Benefits $2,357,802

Fundraising Expenses $0

Program Expenses $8,864,102

Other Expenses $7,718,940

TOTAL EXPENSES $10,147,704

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,908,242	$12,831,456	-0.3%
Expenses	$10,147,704	$11,444,742	-0.1%
Net Income	$-1,239,462	$1,386,714	-1.9%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$459,136

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM ZOLOTOR MD DRPH	MEMBER-AT-LARGE	5.00	Director	$0	$0	$0
KEVIN FITZGERALD MPA	MEMBER-AT-LARGE	5.00	Director	$0	$0	$0
CHERRY BEASLEY PHDMSFNPRNCNE	BOARD MEMBER	2.00	Director	$0	$0	$0
LISA HARRISON MPH	BOARD MEMBER	2.00	Director	$0	$0	$0
MATTHEW LEATHERMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
KAREN SMITH MD	BOARD MEMBER	2.00	Director	$0	$0	$0
PATRICIA ANN MOORE-BOYETTE CPA	BOARD MEMBER	2.00	Director	$0	$0	$0
PAULA SWEPSON-AVERY	BOARD MEMBER	2.00	Director	$0	$0	$0
KIM SCHWARTZ MA	CHAIR	8.00	Officer Director	$0	$0	$0
KAREN ROGERS CPA	TREASURER	5.00	Officer Director	$0	$0	$0
TINA MARKANDA MBA MSPH	VICE CHAIR	5.00	Officer Director	$0	$0	$0
PAMELA HIGHSMITH MED CFRE	SECRETARY	5.00	Officer Director	$0	$0	$0
DAVID REESE	PRESIDENT/CEO (THR 12/31/24)	40.00	Officer	$243,911	$42,150	$286,061
JEAN SHAW	CFO	40.00	Officer	$148,986	$24,089	$173,075
AYANA SIMON	DIRECTOR OF NCCARE360 (THR 12/31/24)	40.00	Highest	$115,130	$20,737	$135,867
BRANDY HARRELL	CHIEF OF STAFF (THR 3/20/2025)	40.00	Highest	$132,512	$21,322	$153,834
ERIKA ALIFF	HEAD OF DEVELOPMENT	40.00	Highest	$114,150	$20,750	$134,900
JOE STEVE CLINE	VP NCOHC	20.00	Highest	$122,156	$20,779	$142,935

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	$8,908,242	$10,147,704	$15,015,637	$-1,239,462
2024	$12,831,456	$11,444,742	$17,006,925	$1,386,714
2023	$12,746,273	$10,999,068	$14,653,127	$1,747,205
2022	$9,504,536	$9,121,465	$17,212,998	$383,071
2021	$9,034,297	$9,814,170	$12,966,335	$-779,873
2020	$8,931,245	$6,421,299	$11,945,522	$2,509,946
2019	$3,775,253	$5,086,502	$8,870,737	$-1,311,249
2018	$4,691,064	$3,421,206	$9,950,231	$1,269,858

FOUNDATION FOR HEALTH LEADERSHIP AND INNOVATION