Nonprofit · EIN 58-1461316
FOUNDATION FOR HEALTH LEADERSHIP AND INNOVATION INCORPORATED
Tax-exempt · CARY, NC 27513
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $8,908,242 | $10,147,704 | -$1,239,462 | $15,015,637 | $1,280,085 | $13,735,552 |
| June 30, 2024 | 990 | $12,831,456 | $11,444,742 | $1,386,714 | $17,006,925 | $2,419,393 | $14,587,532 |
| June 30, 2023 | 990 | $12,746,273 | $10,999,068 | $1,747,205 | $14,653,127 | $2,213,169 | $12,439,958 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $331,310
- Program service revenue
- $7,885,800
- Investment income
- $754,260
- Net gain from sales of assets
- $257,205
- Net income from fundraising events
- -$63,128
- Other revenue
- -$63,128
Expenses
- Grants and similar amounts paid
- $70,962
- Compensation of officers, directors and key employees
- $353,420
- Other salaries and wages
- $1,511,140
- Salaries, compensation and benefits (total)
- $2,357,802
- Professional fundraising fees
- $0
- Occupancy
- $74,842
- Travel
- $66,623
- Program services (functional)
- $8,864,102
- Management and general (functional)
- $1,283,602
Balance sheet and other
- Total assets, start of year
- $17,006,925
- Total assets, end of year
- $15,015,637
- Total liabilities, end of year
- $1,280,085
- Net assets, end of year
- $13,735,552
- Publicly traded securities
- $10,253,679
- Net assets without donor restrictions
- $9,748,356
- Net assets with donor restrictions
- $3,987,196
- Gross receipts
- $14,071,958
- Employees
- 28
- Volunteers
- 16
- Year formed
- 1982
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID REESE | PRESIDENT/CEO (THR 12/31/24) Officer | 40 | $243,911 | $42,150 |
| JEAN SHAW | CFO Officer | 40 | $148,986 | $24,089 |
| BRANDY HARRELL | CHIEF OF STAFF (THR 3/20/2025) Highest-paid employee | 40 | $132,512 | $21,322 |
| JOE STEVE CLINE | VP NCOHC Highest-paid employee | 20 | $122,156 | $20,779 |
| AYANA SIMON | DIRECTOR OF NCCARE360 (THR 12/31/24) Highest-paid employee | 40 | $115,130 | $20,737 |
| ERIKA ALIFF | HEAD OF DEVELOPMENT Highest-paid employee | 40 | $114,150 | $20,750 |
| ADAM ZOLOTOR MD DRPH | MEMBER-AT-LARGE Trustee or director | 5 | $0 | $0 |
| KEVIN FITZGERALD MPA | MEMBER-AT-LARGE Trustee or director | 5 | $0 | $0 |
| CHERRY BEASLEY PHDMSFNPRNCNE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LISA HARRISON MPH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MATTHEW LEATHERMAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KAREN SMITH MD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PATRICIA ANN MOORE-BOYETTE CPA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PAULA SWEPSON-AVERY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KIM SCHWARTZ MA | CHAIR Trustee or director, Officer | 8 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN ROGERS CPA | TREASURER Trustee or director, Officer | 5 | $0 |
| TINA MARKANDA MBA MSPH | VICE CHAIR Trustee or director, Officer | 5 | $0 |
| PAMELA HIGHSMITH MED CFRE | SECRETARY Trustee or director, Officer | 5 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID REESE | PRESIDENT/CEO Officer | 40 | $215,807 | $39,488 |
| DARRELL DEATON | VP OF NCCARE360 (TERMED 9/25/23) Highest-paid employee | 40 | $141,296 | $23,131 |
| ERIKA ALIFF | VP COMMUNICATIONS Highest-paid employee | 40 | $112,198 | $20,470 |
| AMELIA MUSE | SR. DIRECTOR OF CENTER OF EXCELLENCE (TERMED 1/4/2 Highest-paid employee | 40 | $110,895 | $20,531 |
| JEAN SHAW | CFO (BEGIN DATE 10.16.23) Officer | 40 | $34,710 | $1,684 |
| PAMELA HIGHSMITH MED CFRE | MEMBER-AT-LARGE Trustee or director | 5 | $0 | $0 |
| CHERRY BEASLEY PHDMSFNPRNCNE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| RONNY ANTONIO BELL PHD MS | BOARD MEMBER (TERMED 2.8.24) Trustee or director | 2 | $0 | $0 |
| VIVIAN BOLANOS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SAMUEL CYKERT MD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KEVIN FITZGERALD MPA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JULIAN MONTORO-RODRIGUEZPHD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| STEVE NORTH MD MPH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MONICA M TAYLOR PHD MPH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ADAM ZOLOTOR MD DRPH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MATTHEW LEATHERMAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| VIVIANA MARTINEZ-BIANCHI MD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PATRICIA ANN MOORE-BOYETTE CPA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PAULA SWEPSON-AVERY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| J LLOYD MICHENER MD | CHAIR Trustee or director, Officer | 8 | $0 | $0 |
| CHARLES AYSCUE MBA | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| KIM SCHWARTZ MA | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| TINA MARKANDA MBA MSPH | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
990 for the year ended June 30, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DR ZACHARY BRIAN | VP IMPACT, STRATEGY & PROG (THR: DEC 22)) Highest-paid employee | 40 | $161,129 | $25,553 |
| CARLA OBIOL | VP COMMUNITY VOICE (THR: MAY 23) Highest-paid employee | 40 | $149,424 | $14,149 |
| DARRELL DEATON | VP OF NCCARE360 Highest-paid employee | 40 | $134,939 | $28,338 |
| KELLY CALABRIA | PRESIDENT/CEO (THR: JUL 22) Officer | 40 | $138,702 | $19,366 |
| PALMA FOURATT | DIRECTOR OF FINANCE (THR: APR 23) Officer | 40 | $119,016 | $21,693 |
| AMELIA MUSE | SR. DIRECTOR OF CENTER OF EXCELLENCE Highest-paid employee | 40 | $101,834 | $20,531 |
| DAVID REESE | PRESIDENT/CEO (FR: AUG 22) Officer | 40 | $89,866 | $13,327 |
| CHERRY BEASLEY PHDMSFNPRNCNE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| RONNY ANTONIO BELL PHD MS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| VIVIAN BOLANOS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SAMUEL CYKERT MD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KEVIN FITZGERALD MPA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PAMELA HIGHSMITH MED CFRE | MEMBER-AT-LARGE Trustee or director | 5 | $0 | $0 |
| JULIAN MONTORO-RODRIGUEZPHD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| STEVE NORTH MD MPH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MONICA M TAYLOR PHD MPH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ADAM ZOLOTOR MD DRPH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| J LLOYD MICHENER MD | CHAIR Trustee or director, Officer | 8 | $0 | $0 |
| CHARLES AYSCUE MBA | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| KIM SCHWARTZ MA | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| TINA MARKANDA MBA MSPH | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2401 WESTON PKWY STE 203, CARY, NC 27513-5596
- Principal officer (990 for 2024)
- DAVID REESE, 2401 WESTON PARKWAY SUITE 203 203, CARY, NC 27513
- Signed the 990
- JEAN SHAW, CFO
- Phone
- (919) 821-0485
- Website
- WWW.FOUNDATIONHLI.ORG
- Return prepared by
- BLACKMAN & SLOOP CPAS PA
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 accomplishments
- 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.Expenses $6,945,605
- 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.Expenses $662,558 · grants $37,669 · revenue $1,051,459
- 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.Expenses $346,439 · grants $12,500
- COMMUNITY VOICE: COMMUNITY VOICE IS A VALUES-BASED COMMUNITY ENGAGEMENT FRAMEWORK TO CO-CREATE SOLUTIONS TO HEALTH EQUITY CHALLENGES FOR NORTH CAROLINIANS. THE COMMUNITY VOICE MODEL INCLUDES ENGAGEMENT PRINCIPLES AND STATED VALUES THAT ENSURE ACCOUNTABILITY TO TRUE, COMMUNITY-BASED PUBLIC HEALTH WORK ACROSS FHLI. WHEN IMPLEMENTED, THE CV MODEL POSITIONS A COMMUNITY THAT KNOWS ITS NEEDS BEST TO BUILD THEIR OWN LONG-TERM, SUSTAINABLE SYSTEMS-LEVEL CHANGE. 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.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.Expenses $909,500 · grants $20,793 · revenue $6,834,341
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 58-1461316
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1982
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $15,015,637
- Income (IRS master file)
- $14,071,958
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $8,908,242 | $10,147,704 | $15,015,637 | XML |
| 990 | June 2024 | $12,831,456 | $11,444,742 | $17,006,925 | XML |
| 990 | June 2023 | $12,746,273 | $10,999,068 | $14,653,127 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-1461316).
Questions about FOUNDATION FOR HEALTH LEADERSHIP AND INNOVATION INCORPORATED
- What is the EIN of FOUNDATION FOR HEALTH LEADERSHIP AND INNOVATION INCORPORATED?
- The employer identification number (EIN) of FOUNDATION FOR HEALTH LEADERSHIP AND INNOVATION INCORPORATED is 58-1461316.
- Is FOUNDATION FOR HEALTH LEADERSHIP AND INNOVATION INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to FOUNDATION FOR HEALTH LEADERSHIP AND INNOVATION INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FOUNDATION FOR HEALTH LEADERSHIP AND INNOVATION INCORPORATED file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FOUNDATION FOR HEALTH LEADERSHIP AND INNOVATION INCORPORATED due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FOUNDATION FOR HEALTH LEADERSHIP AND INNOVATION INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of FOUNDATION FOR HEALTH LEADERSHIP AND INNOVATION INCORPORATED?
- The 990 for the year ended June 30, 2025 names DAVID REESE.
- Who are the officers and directors of FOUNDATION FOR HEALTH LEADERSHIP AND INNOVATION INCORPORATED?
- The 990 for the year ended June 30, 2025 lists 18 people; 6 received compensation from the organization, the highest $243,911 (DAVID REESE, PRESIDENT/CEO (THR 12/31/24)).
- How much revenue does FOUNDATION FOR HEALTH LEADERSHIP AND INNOVATION INCORPORATED have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $8,908,242, expenses of $10,147,704 and total assets of $15,015,637 at year end.
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