2024-11-14T07:55:13-06:00 2023-12-31 560570567 DMJPS PLLC 79 WOODFIN PLACE SUITE 300 ASHEVILLE NC 28801 990 2023-01-01 561745194 THE HEALTH FOUNDATION INC HEAL 3368381949 PO BOX 667 NORTH WILKESBORO NC 28659 DAVID SHELTON PRESIDENT 3368381949 2024-11-06 1 0 DORINDA Y BENNETT P01387673 8282542374 2024-11-06 2023 2024-10-15 13:58:12Z DAVID SHELTON 155 S OAKWOODS TRACE WILKESBORO NC 28659 1855007 0 X WWW.HEALTHYWILKES.ORG X 1991 NC TO IMPROVE THE HEALTH AND WELL-BEING OF THE PEOPLE IN OUR COMMUNITIES. 18 18 5 46 0 0 603257 512321 1305606 1282442 -19602 33277 1311 2997 1890572 1831037 572496 483683 0 0 624197 475905 0 0 34032 687558 650349 1884251 1609937 6321 221100 5325558 6088810 767102 2294901 4558456 3793909 X TO IMPROVE THE HEALTH AND WELL-BEING OF THE PEOPLE IN OUR COMMUNITIES. 0 0 92778 75472 92510 SCHOLARSHIP - THE HEALTH FOUNDATION PROVIDES SCHOLARSHIPS TO STUDENTS ENTERING ALLIED HEALTH CARE PROFESSIONS WHO HAVE EXPRESSED AN INTEREST IN WORKING IN WILKES OR SURROUNDING COUNTIES IN WESTERN NORTH CAROLINA. THIS PROGRAM HELPS DECREASE THE PERCENTAGE OF PEOPLE LIVING IN POVERTY, AS HEALTH CAR PROFESSIONS TYPICALLY PROVIDE BETTER LIVING WAGE JOBS. ACADEMIC ACHEIVEMENT AND WEALTH CORRESPOND TO BETTER HEALTH OUTCOMES AS WEALTHIER PEOPLE HAVE BETTER OPPORTUNITIES TO LIVE HEALTHIER LIVES. WILKES COUNTY ALSO EXPERIENCES SHORTAGES OF HEALTH PROFESSIONALS AND THIS PROVIDES AN ENTRY POINT TO RECRUIT HEALTH CARE PROFESSIONALS, WHICH IN TURN, INCREASES ACCESS TO CARE IN A RURAL, UNDERSERVED COMMUNITY. 571165 279711 569518 PREVENTION - WITH AN UNDERSTANDING THAT HEALTH IS AFFECTED BY THE PLACES PEOPLE LIVE, WORK, PLAY, PRAY, AND LEARN, THE FOUNDATION UTILITZES A FORMAL COLLECTIVE IMPACT FRAMEWORK COUPLED WITH HUMAN-CENTERED DESIGN TO LEAD THE FOLLOWING LOCAL COALITIONS ADDRESSING HEALTHY EATING, ACTIVE LIVING, RESILIENCY, AND OPIOID USE DISORDER:THE WILKES RESILIENCY COLLABERATIVE, ADDRESSING THE GENERATIONAL TRAUMAS CAUSED BY ABUSE, NEGLECT, MENTAL ILLNESS, FAMILY SEPARATION AND THEIR EFFECTS ON HEALTH OUTCOMES (ADVERSE CHILDHOOD EXPERIENCES).THE COMMUNITY OPIOID RESPONSE AND EDUCATION TEAM, A BROAD CROSS-SECTOR COLLABORATIVE IDENTIFYING AND IMPLEMENTING COMMUNITY-BASED STRATEGIES TO MITIGATE THE EFFECTS OF SUBSTANCE USE DISORDERS AND MENTAL HEALTH DISORDERS. THIS INCLUDES THE CREATION OF A CRISIS INTERVENTION TEAM TO ALIGN EMS AND LAW ENFORCEMENT RESPONSES TO 9-1-1 AND 9-8-8.THE OUTDOOR ECONOMY WORKING GROUP, A BROAD CROSS-SECTOR COLLABORATIVE IMPLEMENTING A 15-YEAR OUTDOOR INFRASTRUCTURE PLAN TO IMPROVE UPWARD ECONOMIC MOBILITY, ENHANCE OUTDOOR AMENITITES, AND ATTRACT RESIDENTS AND VISITORS TO PARTAKE IN OUTDOOR RECREATION ACTIVITIES. 625213 128500 623411 ACCESS TO CARE - PEOPLE IN RURAL COMMUNITIES ARE LESS LIKELY TO HAVE ACCESS TO HEALTH SERVICES DUE TO SHORTAGES OF PROVIDERS AND BARRIERS TO CARE SUCH AS TRANSPORTATION AND COST. THE HEALTH FOUNDATION OWNS AND MANAGES A MEDICAL PARK CONVENIENTLY LOCATED WITHIN ONE-QUARTER MILE OF THE LOCAL HOSPITAL WHICH SERVES AS A HUB OF HEALTH CARE DELIVERY. THE THRIVING MEDICAL PARK HAS A VARIETY OF TENANTS INCLUDING PRIMARY MEDICAL CARE, MEDICAL SPECIALISTS, DENTAL CARE, AND SOCIAL SUPPORT SERVICES. THE SITE ALSO CONNECTS TO THE YADKIN RIVER GREENWAY AND HOSTS A PRE-SCHOOL PLAYGROUND AND AN ADULT EXERCISE EQUIPMENT ZONE. IN ADDITION, WE ENGAGE IN FUNDING STRATEGIES THAT PROMOTE ACCESS TO CARE IN OTHER LOCATIONS AND THROUGH BOTH MOBILE AND TELEMEDICINE. 1289156 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X X CHRIS SMITH 3368381949 PO BOX 667 NORTH WILKESBORO NC 28659 DAVID SHELTON PRESIDENT 3.00 X X 0 0 0 J RICHARD MARLOW VICE PRESIDENT 2.00 X X 0 0 0 JEAN MELTON TREASURER 1.00 X X 0 0 0 BETH LOVETTE SECRETARY 1.00 X X 0 0 0 GLENDA ADAMS DIRECTOR 1.00 X 0 0 0 CRAIG BENNETT DIRECTOR 1.00 X 0 0 0 LEE BENTLEY DIRECTOR 1.00 X 0 0 0 WILLIAM CLARK DIRECTOR 1.00 X 0 0 0 MARK COOK DIRECTOR 1.00 X 0 0 0 CAM FINLEY DIRECTOR 1.00 X 0 0 0 BILL HARRIS DIRECTOR 1.00 X 0 0 0 CATHY HUIE DIRECTOR 1.00 X 0 0 0 DR JOHN OLIVER DIRECTOR 1.00 X 0 0 0 DR DARIEL RATHMELL DIRECTOR 1.00 X 0 0 0 MARY SPEARS DIRECTOR 1.00 X 0 0 0 DIANE SWAIM DIRECTOR 1.00 X 0 0 0 RACHEL WILLIARD EX-OFFICIO DIRECTOR 1.00 X 0 0 0 CHAD BROWN EX-OFFICIO DIRECTOR 1.00 X 0 0 0 HEATHER MURPHY EXECUTIVE DIRECTOR 40.00 X 130640 0 22004 CHRISTOPHER SMITH FINANCE DIRECTOR 40.00 X 80846 0 28505 211486 0 50509 1 0 1 0 0 163184 349137 512321 RENT - WP 531120 1105300 1105300 COMMON AREA MAINTENANC 531120 105877 105877 RENT - CAMPUS 531120 50265 50265 REAL ESTATE TAX REIMBU 531120 21000 21000 1282442 33428 33428 23819 151 23819 -151 0 -151 -151 MISCELLANEOUS INCOME 900009 2997 2997 2997 1831037 1285439 0 33277 409683 409683 74000 74000 261995 172484 74247 15264 137287 120104 5480 11703 12662 10332 1328 1002 32670 23882 6973 1815 31291 22878 6263 2150 6025 6025 29400 29400 42471 434 42037 50295 11061 37136 2098 53930 44866 9064 9537 7026 2511 51006 44057 6949 216831 196697 20134 41202 29926 11276 COMMON AREA MAINTENANCE 77051 77051 REPAIRS & MAINTENANCE 44142 28943 15199 1915 BUILDING 8636 8636 TRAINING STAFF AND BOAR 5732 2483 3249 14091 4613 9478 1609937 1289156 286749 34032 1049744 339439 719249 881382 14209 11841 187420 455049 35323 50721 12108592 8628544 2533715 3480048 784814 861734 1084 8596 5325558 6088810 171574 187382 544335 1599905 51193 57614 450000 767102 2294901 X 3531800 2546532 1026656 1247377 4558456 3793909 5325558 6088810 X 221100 83411 -1062569 -6491 2 X X 0 1 X 1 0 X 602539 404872 442305 603257 512321 2565294 602539 404872 442305 603257 512321 2565294 776316 1788978 15177 8805 9364 6424 33428 73198 7992 7814 15882 1311 2997 35996 2674488 5997678 0.66890 0.58280 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 7,992. 2020 AMOUNT: $ 7,814. 2021 AMOUNT: $ 15,882. 2022 AMOUNT: $ 1,311. 2023 AMOUNT: $ 2,997. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 803834 10877 77200 539 891372 631885 247770 -75754 67 803834 556872 19263 55895 145 631885 477855 26955 52183 121 556872 401889 17925 58041 477855 0.21000 0.79000 1 0 3592 937967 941559 8893844 6722245 2171599 1398398 1208786 189612 488526 431838 56688 386265 265675 120590 3480048 ENDOWMENT FUND I 541073 F ENDOWMENT FUND II 320661 F 861734 X 2126486 76920 218378 295298 1831188 -151 -151 1831037 2891035 1280947 151 1281098 1609937 0 1609937 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). IT IS THE ORGANIZATION'S POLICY TO EVALUATE ALL TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A "MORE-LIKELY-THAN-NOT" THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN, AND WHAT, IF ANY, EFFECT THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR THE 2023 OR 2022 TAX YEARS. CURRENTLY, THE STATUE OF LIMITATIONS REMAINS OPEN SUBSEQUENT TO 2020; HOWEVER, NO EXAMINATIONS ARE IN PROGRESS OR ANTICIPATED. ANY CHANGES IN THE AMOUNT OF A TAX POSITION WILL BE RECOGNIZED IN THE PERIOD THE CHANGE OCCURS. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON SECURITY SALE PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SECURITY SALE PART V, LINE 4 ENDOWMENT FUND INCOME IS USED TO SUPPORT GENERAL FOUNDATION PURPOSES AND SCHOLARSHIPS FOR STUDENTS IN HEALTH CARE RELATED FIELDS. 1 APPALACHIAN STATE UNIVERSITY 287 RIVERS ST BOONE NC 28608 561176030 GOV 10000 0 MATCHING GRANT FOR ANNUAL FUNDRAISING EVENT CARENET COUNSELING OF WILKES INC PO BOX 1656 NORTH WILKESBORO NC 28659 561921555 3 10000 0 MATCHING GRANT FOR ANNUAL FUNDRAISING EVENT CHILD ABUSE PREVENTION TEAM 203 EAST MAIN ST WILKESBORO NC 28697 561693784 3 11500 0 MATCHING GRANT FOR ANNUAL FUNDRAISING EVENT. FUNDING FOR NURTURING PARENT PROGRAM TO TEACH NURTURING PARENTING SKILLS WILKES COUNTY SCHOOLS 613 CHERRY ST NORTH WILKESBORO NC 28659 566001133 GOV 88165 0 GRANT MADE TO PURCHASE ITEMS NEEDED BY UNDERSERVED STUDENTS. MATCHING GRANT FOR ANNUAL FUNDRAISING EVENT. PARTIAL FUNDING FOR PLAYGROUND EQUIPMENT. PARTIAL FUNDING FOR ATHLETIC TRACK PAVING. PARTIAL FUNDING FOR CREATION OF A SENSORY GARDEN. ECHO MINISTRY PO BOX 102 ELKIN NC 28621 562125796 3 10000 0 MATCHING GRANT FOR ANNUAL FUNDRAISING EVENT HOSPITALITY HOUSE 338 BROOKE HOLLOW RD BOONE NC 28607 561442966 3 40000 0 OPERATIONAL SUPPORT TO OPERATE WILKES HOUSING AND OUTREACH CENTER SECOND HARVEST FOOD BANK OF NORTHWEST NC 3330 SHOREFAIR DR WINSTONSALEM NC 27105 581457912 3 30000 0 FUNDING FOR FARM FRESH NOURISH TO CONNECT LOCAL FARMERS AND FOOD PANTRIES WILKES ADULT DEVELOPMENTAL ACTIVITY 420 BOSTON AVE NORTH WILKESBORO NC 28659 561158621 3 10000 0 MATCHING GRANT FOR ANNUAL FUNDRAISING EVENT WILKES CIRCLES OF CARE PO BOX 1621 NORTH WILKESBORO NC 28659 263928352 3 10000 0 MATCHING GRANT FOR ANNUAL FUNDRAISING EVENT WILKES COMMUNITY PARTNERSHIP FOR CHILDREN PO BOX 788 NORTH WILKESBORO NC 28659 561875083 3 10000 0 MACHING GRANT FOR ANNUAL FUNDRAISING EVENT WILKES COUNTY HEALTH DEPARTMENT 306 COLLEGE ST WILKESBORO NC 28697 566000350 GOV 35000 0 MATCHING GRANT FOR ANNUAL FUNDRAISING EVENT. FUNDING FOR INCREASED ACCESS TO BEHAVIORAL HEALTH FOR MIDDLE SCHOOL AND HIGH SCHOOL STUDENTS. WILKES DENTAL CONSORTIUM 1915 WEST PARK DR SUITE 104 NORTH WILKESBORO NC 28659 911943799 3 10000 0 MATCHING GRANT FOR ANNUAL FUNDRAISING EVENT WILKES LITERACY 910 C ST NORTH WILKESBORO NC 28659 561675992 3 9000 0 MATCHING GRANT FOR ANNUAL FUNDRAISING EVENT WILKES RECOVERY REVOLUTION PO BOX 893 NORTH WILKESBORO NC 28659 811600840 3 91268 0 FUNDING TO PROVIDE PEER SUPPORT SERVICES 14 SCHOLARSHIPS - SCH & EDUCATION 37 74000 PART I, LINE 2: THE FOUNDATION USES AN ONLINE APPLICATION SYSTEM FOR GRANTS AND SCHOLARSHIPS. MANAGEMENT AND STAFF REVIEW GRANTS AND SUBMIT TO THE APPROPRIATE COMMITTEE MEMBERS FOR INDEPENDENT REVIEW. THE PROGRAM COMMITTEE MEETS AND DETERMINES RECOMMENDATIONS FOR AWARDS AND THEIR AMOUNTS, WHICH ARE THEN TAKEN TO THE FULL BOARD FOR APPROVAL. THE SCHOLARSHIP COMMITTEE IS GIVEN A SCHOLARSHIP BUDGET, AND AWARDS ARE DETERMINED COMPETITIVELY ON THE STRENGTH OF THE APPLICATIONS. IN SOME CASES, COMMITTEES AND/OR MANAGEMENT ARE GIVEN AUTHORITY TO MAKE AWARDS WITHIN A DEFINED BUDGET AND ESTABLISHED PARAMETERS. X X X X 0 0 0 0 0 0 0 0 0 HEATHER MURPHY EXECUTIVE DIRECTOR 130640 0 0 0 0 0 8778 0 13226 0 152644 0 0 0 PART I, LINE 3 THE ORGANIZATION HAS A PERSONNEL COMMITTEE, CONSISTING OF OFFICERS AND AT-LARGE MEMBERS OF THE EXECUTIVE COMMITTEE, WHO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. CURRENT COMPENSATION IS COMPARED TO THE MOST CURRENTLY AVAILABLE SALARY REPORTS AS PREPARED BY THE ASSOCIATION FOR HEALTHCARE PHILANTHROPY, THE ASSOCIATION OF FUNDRAISING PROFESSIONALS, THE NORTH CAROLINA CENTER FOR NONPROFITS, AND THE NORTH CAROLINA NETWORK OF GRANTMAKERS. HER PERFORMANCE REVIEW AS WELL AS COST OF LIVING ADJUSTMENTS ARE ALSO FACTORED IN THEIR RECOMMENDATION TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE OFFICER, EXECUTIVE DIRECTOR, AND THE FINANCE COMMITTEE REVIEW THE RETURN BEFORE THE RETURN IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION COLLECTS INFORMATION FROM BOARD MEMBERS ABOUT THEIR AFFILIATIONS AND SPOUSAL AFFILIATIONS ON A YEARLY BASIS, AND ASKS THEM TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ANEW EACH YEAR. MANAGEMENT REVIEWS GRANT APPLICATIONS FROM ENTITIES SEEKING FUNDING FROM THE FOUNDATION AND COMPARES ITS CURRENT BOARD LIST WITH HEALTH FOUNDATION BOARD MEMBERS, AND MAKES NOTE OF ANY CONFLICTS THAT EXIST DURING THE REVIEW PROCESS. THE CONFLICT IS THUS MADE KNOWN TO ALL MEMBERS OF THE PROGRAM COMMITTEE, WHO MAKE RECOMMENDATIONS TO THE FULL BOARD. ANY CONFLICT IS STATED AT THAT TIME, AND THE CHAIRMAN ASKS IF ANY OTHER CONFLICTS EXIST. MEMBERS WHO HAVE A CONFLICT OF INTEREST ARE ASKED TO LEAVE THE ROOM FOR THE VOTE. THE SAME PROCESS IS FOLLOWED FOR REAL ESTATE CONTRACTS AND NEGOTIATIONS. THERE IS ALSO A STATE AND EXPECTED ONUS OF REPONSIBILITY PUT ON BOARD MEMBERS TO DISCLOSE ANY CONFLICTS WE MAY BE UNAWARE OF. ALL OF THE ABOVE APPLIES TO MANAGEMENT AND STAFF AS WELL. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE, CONSISTING OF THE OFFICERS AND AT-LARGE MEMBERS OF THE EXECUTIVE COMMITTEE, ARE INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS OF THE HEALTH FOUNDATION, INC AND ARE RESPONSIBLE FOR DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND STAFF ON AN ANNUAL BASIS. THE COMMITTEE, IN CONVERSATION WITH THE EXECUTIVE DIRECTOR, DETERMINES YEARLY GOALS IN THE AREAS OF FUNDRASING, ADMINISTRATION, COMMUNICATIONS, COMMUNITY RELATIONS, LEADERSHIP AND PLANNING, RECORDS MAINTENANCE, AND OTHER AREAS AS DEEMED FIT BY THE BOARD OF DIRECTORS. CURRENT COMPENSATION IS COMPARED TO THE MOST CURRENTLY AVAILABLE SALARY REPORTS, AS PREPARED BY VARIOUS PROFESSIONAL ASSOCIATIONS OF NOT-FOR-PROFIT ENTITIES. THE CHAIRMAN OF THE COMMITTEE REFERENCES THE DIRECTOR'S AND STAFF SALARIES TAKING INTO CONSIDERATION BUDGET SIZE, TYPE OF INSTITUTION, NUMBER OF EMPLOYEES SUPERVISED, YEARS OF EXPERIENCE, REGION, COST OF LIVING CHANGES, HIGHEST LEVEL OF EDUCATION, AND PROFESSIONAL DESIGNATIONS ACHIEVED. THE COMMITTEE DELIBERATES OUTSIDE THE PRESENCE OF THE DIRECTOR AND STAFF AND THEN MAKES ITS SALARY RECOMMENDATIONS TO THE FULL BOARD. AFTER DISCUSSION, APPROVALS ARE MADE AND THE DIRECTOR NOTIFIED. THE HEALTH FOUNDATION, INC HAS ADOPTED THE ASSOCIATION OF FUNDRAISING PROFESSIONALS CODE OF ETHICAL CONDUCT AND THEREFORE DOES NOT PROVIDE PERCENTAGE BASED COMMISSIONS OR BONUSES BASED SOLELY ON FUNDRAISING GOALS TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING 2. PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR.