2026-03-27T10:19:01-05:00 2025-06-30 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990 2024-07-01 581461316 FOUNDATION FOR HEALTH LEADERSHIP AND INNOVATION FOUN 9198210485 2401 WESTON PARKWAY SUITE 203 203 CARY NC 27513 JEAN SHAW CFO 9198210485 2026-03-26 1 1 DEETRA B WATSON P00534544 9199428700 2025-12-31 2024 2025-03-06 01:10:19Z DAVID REESE 2401 WESTON PARKWAY SUITE 203 203 CARY NC 27513 14071958 0 X WWW.FOUNDATIONHLI.ORG X 1982 NC LEVERAGE PRIVATE AND PUBLIC RESOURCES, EXPAND HEALTHCARE ACCESS, AND IMPROVE HEALTH STATUS FOR ALL NORTH CAROLINIANS. 12 12 28 16 0 0 4387187 331310 7990529 7885800 482885 754260 -29145 -63128 12831456 8908242 594035 70962 0 0 2356315 2357802 0 0 0 8494392 7718940 11444742 10147704 1386714 -1239462 17006925 15015637 2419393 1280085 14587532 13735552 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 6945605 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. 662558 37669 1051459 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. 346439 12500 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. 909500 20793 6834341 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. 909500 20793 6834341 8864102 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 39 0 1 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 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 ADAM ZOLOTOR MD DRPH MEMBER-AT-LARGE 5.00 X 0 0 0 KEVIN FITZGERALD MPA MEMBER-AT-LARGE 5.00 X 0 0 0 CHERRY BEASLEY PHDMSFNPRNCNE BOARD MEMBER 2.00 X 0 0 0 LISA HARRISON MPH BOARD MEMBER 2.00 X 0 0 0 MATTHEW LEATHERMAN BOARD MEMBER 2.00 X 0 0 0 KAREN SMITH 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 KIM SCHWARTZ MA CHAIR 8.00 X X 0 0 0 KAREN ROGERS CPA TREASURER 5.00 X X 0 0 0 TINA MARKANDA MBA MSPH VICE CHAIR 5.00 X X 0 0 0 PAMELA HIGHSMITH MED CFRE SECRETARY 5.00 X X 0 0 0 DAVID REESE PRESIDENT/CEO (THR 12/31/24) 40.00 X 243911 0 42150 JEAN SHAW CFO 40.00 X 148986 0 24089 AYANA SIMON DIRECTOR OF NCCARE360 (THR 12/31/24) 40.00 X 115130 0 20737 BRANDY HARRELL CHIEF OF STAFF (THR 3/20/2025) 40.00 X 132512 0 21322 ERIKA ALIFF HEAD OF DEVELOPMENT 40.00 X 114150 0 20750 JOE STEVE CLINE VP NCOHC 20.00 X 122156 0 20779 876845 0 149827 6 0 1 0 UNITE USA PO BOX 771470 ST LOUIS MO 63177 SUBLICENSING SERVICES & NETWORK HUB SUPP 6987034 UNITED WAY 1130 KILDAIRE FARM RD CARY NC 27511 PROGRAM LEADERSHIP SUPPORT SERVICES 427082 ARMSTRONG MCGUIRE & ASSOCIATES PO BOX 6485 RALEIGH NC 27628 INTERIM CEO 147938 3 90425 240885 5013 331310 CONTRACT INCOME 541900 7847668 7847668 MISCELLANEOUS REVENUE 900099 32132 32132 SPEAKER FEE STIPENDS 541900 6000 6000 7885800 497055 497055 5335923 5078718 257205 257205 257205 21870 90425 84998 -63128 -63128 8908242 7885800 0 691132 X 50178 50178 20784 20784 353420 246579 106841 1511140 1061287 449853 162690 108993 53697 195092 126315 68777 135460 95135 40325 35923 35923 7305615 6933318 372297 1378 1378 25916 24709 1207 74842 22956 51886 66623 57267 9356 98798 74325 24473 13543 13543 SUPPLIES 41149 15728 25421 DUES AND SUBSCRIPTIONS 33779 12911 20868 SPONSORSHIPS 16400 10448 5952 BANK CHARGES 4974 3169 1805 10147704 8864102 1283602 0 193140 49137 2521821 1211917 4087914 2900415 8277 60538 325453 116515 20299 20299 0 0 9547942 10253679 322378 423436 17006925 15015637 1909947 823492 184643 32616 324803 423977 2419393 1280085 X 9647695 9748356 4939837 3987196 14587532 13735552 17006925 15015637 -1239462 387482 0 X X 0 1 X 1 0 X 7321228 2594720 2740890 4387187 331310 17375335 7321228 2594720 2740890 4387187 331310 17375335 5070134 12305201 141153 143564 200826 466782 497055 1449380 18824715 34202444 0.65370 0.55710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20299 20299 0 0 DUE TO AGENCY PARTNERS 311423 OPERATING LEASE LIABILITY 112554 423977 9344799 387482 84998 472480 8872319 35923 35923 8908242 10196779 84998 84998 10111781 35923 35923 10147704 PART XI, LINE 2D - OTHER ADJUSTMENTS: BERNSTEIN DINNER EXPENSES INCLUDED IN FUNDRAISING EVENTS 84,998. PART XII, LINE 2D - OTHER ADJUSTMENTS: BERNSTEIN DINNER EXPENSES INCLUDED IN FUNDRAISING EVENTS 84,998. BERNSTEIN DINNER & OTHERS 112295 90425 21870 35285 49713 112295 90425 21870 35285 49713 84998 -63128 1 THE ALBERT SCHWEITZER FELLOWSHIP INC 133 BROOKLINE AVE 2ND FLOOR BOSTON MA 022153904 131982786 501(C)(3) 11000 0 CONTRIBUTION IN SUPPORT OF A 2025-26 NCOHC SCHWEITZER FELLOWSHIP TO BE LED BY UNC SCHOOL OF DENTISTRY. 1 0 ACADEMIC SCHOLARSHIP 10 20784 0 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 (THR 12/31/24) 243911 0 0 0 0 0 22715 0 19435 0 286061 0 0 0 JEAN SHAW CFO 148986 0 0 0 0 0 12610 0 11479 0 173075 0 0 0 BRANDY HARRELL CHIEF OF STAFF (THR 3/20/2025) 132512 0 0 0 0 0 10955 0 10367 0 153834 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 FINANCE & INVESTMENT 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 FOR HEALTH LEADERSHIP & INNOVATION. FORM 990, PART IX, LINE 11G OTHER CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 6,884,294. MANAGEMENT AND GENERAL EXPENSES 336,262. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,220,556. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 49,024. MANAGEMENT AND GENERAL EXPENSES 36,035. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,059. PART XII, LINE 2C THE FINANCE AND INVESTMENT COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.