Nonprofit · EIN 56-1356858
HEALTHY CHARLOTTE ALLIANCE INC
Tax-exempt · CHARLOTTE, NC 28211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990 | $138,595 | $206,475 | -$67,880 | $2,305,065 | $0 | $2,305,065 |
| May 31, 2025 | 990 | $143,480 | $197,316 | -$53,836 | $2,119,340 | $0 | $2,119,340 |
| May 31, 2024 | 990 | $148,928 | $192,996 | -$44,068 | $2,058,677 | $0 | $2,058,677 |
Financial details: 990 for the year ended May 31, 2026
Revenue
- Contributions, gifts and grants
- $51,913
- Program service revenue
- $34,207
- Investment income
- $57,689
- Net income from fundraising events
- -$5,214
- Other revenue
- -$5,214
Expenses
- Grants and similar amounts paid
- $101,146
- Compensation of officers, directors and key employees
- $72,459
- Salaries, compensation and benefits (total)
- $72,459
- Professional fundraising fees
- $0
- Accounting fees
- $3,110
- Program services (functional)
- $162,469
- Management and general (functional)
- $39,389
- Fundraising (functional)
- $4,617
Balance sheet and other
- Total assets, start of year
- $2,119,340
- Total assets, end of year
- $2,305,065
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,305,065
- Publicly traded securities
- $2,271,373
- Net assets without donor restrictions
- $2,305,065
- Gross receipts
- $153,816
- Employees
- 0
- Volunteers
- 20
- 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 May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Erin Edwards | Executive Dir. Officer | 20 | $70,973 |
| Julie Adams | VP, Grants Trustee or director, Officer | 3 | $0 |
| Jane Llewellyn | VP, Membership Trustee or director, Officer | 3 | $0 |
| Kendra May | At-Large Trustee or director, Officer | 3 | $0 |
| Joan Scharf | At-Large Trustee or director, Officer | 2 | $0 |
| Teresa Starr | VP, Edu & Progr Trustee or director, Officer | 3 | $0 |
| Sherry Ward | At-Large Trustee or director, Officer | 2 | $0 |
| Becky Williford | Corr. Secretary Trustee or director, Officer | 2 | $0 |
| Mitzi Yount | Parliamentarian Trustee or director | 2 | $0 |
| Leslie Aronovitz | Treasurer Trustee or director, Officer | 6 | $0 |
| Jennie Carruth | President Trustee or director, Officer | 8 | $0 |
| Karen Chandler | Imm. Past Presi Trustee or director, Officer | 3 | $0 |
| Mimi Compton | VP, Awards Trustee or director, Officer | 2 | $0 |
| Cristina Licari | At-Large Trustee or director, Officer | 2 | $0 |
990 for the year ended May 31, 2025: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Erin Edwards | Executive Dir. Officer | 20 | $66,036 |
| Karen Chandler | Past President Trustee or director, Officer | 2 | $0 |
| Mimi Compton | VP Awards Trustee or director, Officer | 2 | $0 |
| Joan Scharf | At-Large Trustee or director, Officer | 2 | $0 |
| Leslie Aronovitz | Treasurer Trustee or director, Officer | 6 | $0 |
| Kendra May | VP, Edu & Prog Trustee or director, Officer | 3 | $0 |
| Teresa Starr | At Large Trustee or director, Officer | 3 | $0 |
| Sherry Ward | At-Large Trustee or director, Officer | 2 | $0 |
| Mitzi Yount | Parliamentarian Trustee or director | 2 | $0 |
| Jennie Carruth | President Trustee or director, Officer | 8 | $0 |
| Cristina Licari | At-Large Trustee or director, Officer | 2 | $0 |
| Jane Llewellyn | VP, Membership Trustee or director, Officer | 3 | $0 |
| Becky Williford | Corr. Secretary Trustee or director, Officer | 2 | $0 |
| Julie Adams | VP, Grants Trustee or director, Officer | 3 | $0 |
990 for the year ended May 31, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Erin Edwards | Executive Dir. Officer | 20 | $55,098 |
| Karen Chandler | Board President Trustee or director, Officer | 8 | $0 |
| Mimi Compton | VP Awards Trustee or director, Officer | 2 | $0 |
| Joan Scharf | At-Large Trustee or director, Officer | 2 | $0 |
| Leslie Aronovitz | Treasurer Trustee or director, Officer | 5 | $0 |
| Kendra May | VP, Edu & Prog Trustee or director, Officer | 3 | $0 |
| Trisha Mendoza | VP Grants Trustee or director, Officer | 3 | $0 |
| Sherry Ward | At-Large Trustee or director, Officer | 2 | $0 |
| Mitzi Yount | Parliamentarian Trustee or director | 2 | $0 |
| Jennie Carruth | At-Large Trustee or director, Officer | 2 | $0 |
| Cristina Licari | At-Large Trustee or director, Officer | 2 | $0 |
| Jane Llewellyn | At-Large Trustee or director, Officer | 2 | $0 |
| Becky Williford | Corr. Secretary Trustee or director, Officer | 2 | $0 |
| Julie Adams | VP Membership Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 338 SOUTH SHARON AMITY ROAD 504, CHARLOTTE, NC 28211-2806
- Principal officer (990 for 2025)
- Jennie Carruth, 338 South Sharon Amity Road 504, Charlotte, NC 28211
- Signed the 990
- Jennie Carruth, President
- Phone
- (704) 941-0734
- Return prepared by
- Foard and Company PA
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 accomplishments
- 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. The Community Health Classroom provides a more comprehensive exploration of topics than our monthly Lunch and Learn sessions. This years topic covered the relationship between the environment and health.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 author and mindset coach, who spoke on how to gain a more positive and active lifestyle. The event also celebrated our award recipients and grantees, culminating in the presentation of grant awards.Lunch and Learn ProgramsLunch and Learns focus on specific health topics and feature medical experts who provide insights and perspectives on those issues. This years topics included- SUICIDE PREVENTION & AWARENESS- STAYING SAFE in a DIGITAL WORLD- NOURISHING YOUR BODY & MIND- THE MEDICAL MARIJUANA DEBATE- The Mindful CaregiverExpenses $162,469 · grants $101,146
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990 on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 56-1356858
- 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
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,305,065
- Income (IRS master file)
- $153,816
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2026 | $138,595 | $206,475 | $2,305,065 | XML |
| 990 | May 2025 | $143,480 | $197,316 | $2,119,340 | XML |
| 990 | May 2024 | $148,928 | $192,996 | $2,058,677 | XML |
| 990 | May 2023 | $130,283 | $192,290 | $1,891,142 | IRS |
| 990 | May 2022 | – | – | – | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | 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 56-1356858).
Questions about HEALTHY CHARLOTTE ALLIANCE INC
- What is the EIN of HEALTHY CHARLOTTE ALLIANCE INC?
- The employer identification number (EIN) of HEALTHY CHARLOTTE ALLIANCE INC is 56-1356858.
- Is HEALTHY CHARLOTTE ALLIANCE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to HEALTHY CHARLOTTE ALLIANCE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEALTHY CHARLOTTE ALLIANCE INC 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 HEALTHY CHARLOTTE ALLIANCE INC due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEALTHY CHARLOTTE ALLIANCE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2026.
- Who is the principal officer of HEALTHY CHARLOTTE ALLIANCE INC?
- The 990 for the year ended May 31, 2026 names Jennie Carruth.
- Who are the officers and directors of HEALTHY CHARLOTTE ALLIANCE INC?
- The 990 for the year ended May 31, 2026 lists 14 people; 1 received compensation from the organization, the highest $70,973 (Erin Edwards, Executive Dir.).
- How much revenue does HEALTHY CHARLOTTE ALLIANCE INC have?
- On its 990 for the year ended May 31, 2026 it reported revenue of $138,595, expenses of $206,475 and total assets of $2,305,065 at year end.
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