HEALTH FOUNDATION INC

Financials

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 December 31, 2025, highest compensation first.

Address and contacts

Address (IRS master file)

PO BOX 667, N WILKESBORO, NC 28659-0667

Principal officer (990 for 2025)

DAVID SHELTON, PO BOX 667, NORTH WILKESBORO, NC 28659

Signed the 990

DAVID SHELTON, PRESIDENT

Phone

(336) 838-1949

Website

WWW.HEALTHYWILKES.ORG

Return prepared by

DMJPS PLLC

Mission

TO IMPROVE THE HEALTH AND WELL-BEING OF THE PEOPLE IN OUR COMMUNITIES.

Program accomplishments

• SCHOLARSHIP - THERE IS A NATIONAL SHORTAGE OF HEALTH CARE PROFESSIONALS THAT IS EVEN MORE ACUTELY FELT IN RURAL AREAS SUCH AS WILKES COUNTY. THE HEALTH FOUNDATION AWARDS SCHOLARSHIPS FOR STUDENTS INTERESTED IN EARNING A DEGREE IN A HEALTH CARE PROFESSION AND THEN WORKING IN WILKES OR SURROUNDING NORTHWESTERN NORTH CAROLINA COUNTIES. HEALTH CARE PROFESSIONALS ARE IN HIGH DEMAND AND TYPICALLY PROVIDE LIVING WAGE JOBS AND CAREER ADVANCEMENT. BY INVESTING IN THESE STUDENTS' PROFESSIONAL DEVELOPMENT, WE HELP ENSURE A CARING WORK FORCE TO MEET LOCAL DEMAND. STUDENTS WHO MAINTAIN STRONG GRADE POINT AVERAGES CAN RENEW THEIR SCHOLARSHIP FOR EACH YEAR UNTIL GRADUATION. HEALTH CARE PROGRAMS REQUIRE CLASSROOM, LAB, AND CLINICAL ROTATIONS THAT MAKE IT NEARLY IMPOSSIBLE TO WORK WHILE ATTAINING THEIR DEGREE, MAKING THE SCHOLARSHIP EVEN MORE IMPORTANT TO THE STUDENTS' ABILITY TO COMPLETE THEIR STUDIES. IN OUR SMALL, RURAL COMMUNITY, IT IS AN ADDED BONUS THAT WE GET TO SEE THESE STUDENTS FIND LASTING EMPLOYMENT IN WORK THEY LOVE WHILE CARING FOR OTHERS.
  Expenses $93,854 · grants $72,000 · revenue $77,974
• PREVENTION - MANY OF THE MOST COMPLEX HEALTH CARE ISSUES IN OUR RURAL, UNDERSERVED COMMUNITY CAN'T POSSIBLY BE SOLVED BY ANY ONE PERSON, PROGRAM, OR ORGANIZATION. WE HAVE FOUND THAT BY BRINGING TOGETHER OTHERS WHO SHARE OUR VISION OF A COMMUNITY WHERE EVERYONE IS HEALTHY, SAFE, AND ABLE TO THRIVE THAT WE CAN ACCOMPLISH DEEPER, MEANINGFUL CHANGE. THAT IS WHY WE LEAD LOCAL COLLABORATIVE EFFORTS THAT ENGAGE A BROAD CROSS SECTOR OF SERVICE PROVIDERS, LOCAL GOVERNMENTS, BUSINESSES, AND CONCERNED CITIZENS. THESE GROUPS IDENTIFY BARRIERS PEOPLE FACE AND THEN TEST AND DEVELOP STRATEGIES TO SOLVE THEM. FOR EXAMPLE, THE RESILIENCY COLLABORATIVE RECOGNIZES THAT CHILDREN WHO EXPERIENCE ABUSE, NEGLECT, OR FAMILY SEPARATION OFTEN CARRY THOSE TRAUMAS INTO ADULTHOOD. LIKEWISE, IF THEIR PARENTS OR CAREGIVERS HAVE MENTAL ILLNESS OR SUBSTANCE USE DISORDERS, CHILDREN DON'T LEARN HEALTHY COPING SKILLS. THIS CAN LEAD TO VERY UNHEALTHY BEHAVIORS -- SO-CALLED GENERATIONAL TRAUMA -- THAT CAN REDUCE LIFE EXPECTANCY BY AS MUCH AS TWENTY YEARS. THANKFULLY, EVEN JUST ONE HEALTHY AND CARING ADULT CAN BE A LIFELINE FOR A CHILD LIVING WITH THESE ADVERSE CHILDHOOD EXPERIENCES. THEREFORE, THE COLLABORATIVE OFFERS PROGRAMMING THAT TEACHES PARENTS, EDUCATORS, SOCIAL WORKERS, YOUTH LEADERS, AND CHILDREN THEMSELVES HOW TO THRIVE. AND, BECAUSE PEOPLE WHO WORK IN THESE FIELDS CAN EXPERIENCE "SECONDARY TRAUMA" FROM CONTINUALLY WITNESSING UNIMAGINABLE HARDSHIPS, THE COLLABORATIVE PRESENTS ITS ANNUAL "ADDRESS THE STRESS" CONFERENCE. THE CONFERENCE BRINGS IN NATIONAL EXPERTS AND PRESENTERS WHILE ALSO PROVIDING CREATIVE AND FUN RECREATIONAL ACTIVITIES TO HELP CAREGIVERS RESET THEIR OWN NERVOUS SYSTEMS, PREVENTING BURNOUT. BY BRINGING PEOPLE TOGETHER FROM MANY DISCIPLINES, RELATIONSHIPS ARE STRENGTHENED AND NEW PATHWAYS TO BETTER SERVING PEOPLE ARE CREATED. THE COLLABORATIVE ALSO DEVELOPED AND ANNUALLY UPDATES A WILKES COMMUNITY RESOURCE GUIDE TO HELP CONNECT COMMUNITY MEMBERS AND FAMILIES TO NEEDED RESOURCES. A MORE CONNECTED COMMUNITY LEADS TO BETTER SUPPORT FOR THOSE IN NEED. IN 2025, THE HEALTH FOUNDATION LAUNCHED A NEW PROGRAM CALLED "THE SITUATION TABLE" SO THAT SERVICE PROVIDERS MAY PRESENT CASES WHERE AN IMMEDIATE INTERVENTION CAN PREVENT AN INDIVIDUAL OR FAMILY FROM FALLING INTO CRISIS. AN "OUNCE OF "PREVENTION" IS PROVING TO BE WORTH MORE THAN A "POUND OF CURE" AS PEOPLE ARE GETTING THE MEDICAL CARE, MENTAL HEALTH TREATMENT, OR SERVICES NEEDED WITHOUT HAVING TO JUMP THROUGH HOOPS IN A COMPLEX SYSTEM THEY DON'T KNOW HOW TO NAVIGATE ON THEIR OWN. THE COMMUNITY OPIOID PREVENTION AND EDUCATION TEAM (COPE) LIKEWISE IDENTIFIES AND PRIORITIZES COMMUNITY-BASED STRATEGIES TO HELP PREVENT SUBSTANCE USE DISORDER AND STRENGTHEN PATHWAYS TO RECOVERY FOR PEOPLE WHO USE DRUGS. EACH ORGANIZATION BRINGS THEIR OWN STRENGTHS TO THE TABLE, BE IT PEER SUPPORT, LAW ENFORCEMENT, MENTAL HEALTH COUNSELING, HOUSING, OR MEDICATION ASSISTED TREATMENT, AMONG OTHERS. THE TEAM HAS IDENTIFIED TEN POPULATION-LEVEL MEASURES THAT COLLECTIVELY REPRESENT COMMUNITY IMPROVEMENT, AND NINE OF THE TEN MEASURES ARE CURRENTLY TRENDING POSITIVELY.COPE ALSO SUPPORTS SYSTEM-LEVEL PLANNING TO IMPROVE HOW PEOPLE WITH SUBSTANCE USE AND MENTAL HEALTH NEEDS INTERACT WITH THE CRIMINAL JUSTICE AND BEHAVIORAL HEALTH SYSTEMS. THROUGH A SEQUENTIAL INTERCEPT MAPPING PROCESS, COMMUNITY PARTNERS EXAMINED THE PATHWAYS PEOPLE MAY ENCOUNTER FROM CRISIS RESPONSE AND LAW ENFORCEMENT CONTACT THROUGH COURTS, DETENTION, REENTRY, AND COMMUNITY-BASED SERVICES. THE PROCESS IDENTIFIED EXISTING RESOURCES, SERVICE GAPS, AND OPPORTUNITIES TO IMPROVE COORDINATION, CONNECT PEOPLE WITH APPROPRIATE CARE, AND REDUCE REPEATED INVOLVEMENT WITH THE JUSTICE SYSTEM.IN ADDITION TO CONVENING COPE, THE HEALTH FOUNDATION FORMALLY ADMINISTERS THE APPLICATION PROCESS FOR OPIOID SETTLEMENT FUNDS AWARDED TO WILKES COUNTY. THE FOUNDATION WORKS WITH A STEERING COMMITTEE TO REVIEW APPLICATIONS AND MAKE FUNDING RECOMMENDATIONS TO COUNTY GOVERNMENT. ITS GRANT MANAGEMENT SERVICES INCLUDE DEVELOPING THE APPLICATION MATERIALS AND TIMELINE, PROVIDING TECHNICAL ASSISTANCE TO APPLICANTS, DEVELOPING PERFORMANCE MEASURES FOR EACH AWARD, MONITORING PROGRESS, SUPPORTING GRANTEES, AND COMPILING REPORTS REQUIRED BY THE STATE OF NORTH CAROLINA. FOUNDATION MANAGEMENT AND STAFF PROVIDE THESE SERVICES AT NO CHARGE, ALLOWING A GREATER PORTION OF THE SETTLEMENT FUNDS TO SUPPORT DIRECT SERVICES, PREVENTION EFFORTS, TREATMENT, RECOVERY SUPPORTS, AND OTHER COMMUNITY NEEDS.THE HEALTH FOUNDATION DIRECTS GRANTMAKING TOWARDS PREVENTION PROGRAMMING. INVESTING IN PREVENTION EFFORTS ENHANCES QUALITY OF LIFE AND BUILDS A HEALTHIER COMMUNITY. HEALTH IS, FOR BETTER OR WORSE, AFFECTED BY WHERE WE LIVE, WORK, PLAY, PRAY AND LEARN. THEREFORE, OTHER EFFORTS INCLUDE IMPROVING OUR OUTDOOR ENVIRONMENT. THE GREAT STATE OF WILKES HAS MANY NATURAL ASSETS UPON WHICH TO BUILD! WE CONVENE AND LEAD THE OUTDOOR ECONOMY WORK GROUP, WHICH IS INFORMED BY OUR EFFORTS TO IMPROVE HEALTHY EATING AND ACTIVE LIVING. OUR GROUP HAS DEVELOPED A FIFTEEN-YEAR ACTION PLAN TO IMPROVE PARKS AND BOLSTER OUTDOOR RECREATIONAL ACTIVITIES SO COMMUNITY MEMBERS CAN WALK, RUN, PADDLE, AND PEDDLE THEIR WAY TO BETTER HEALTH. EACH ENTITY INDEPENDENTLY WORKS ON PROJECTS WITHIN THEIR DOMAINS WHILE COLLECTIVELY CONTRIBUTING TO PROGRAMS AND PROJECTS THAT REQUIRE CROSS-SECTOR COLLABORATION. FOR EXAMPLE, THE TOWNS OF WILKESBORO AND NORTH WILKESBORO ARE COLLABORATING ON A "BRIDGE OVER THE 'BOROS" DESIGN AND IMPLEMENTATION GRANT FROM THE GREAT STATE TRAILS GRANT FUND TO CREATE A MORE EASILY ACCESSIBLE WAY FOR PEOPLE TO CROSS THE YADKIN RIVER ALONG THE GREENWAY. THE WILKES ECONOMIC DEVELOPMENT CORPORATION UTILIZES THE PLAN TO ATTRACT OUTDOOR RECREATION FACILITIES TO WILKES. THIS LED TO THEIR RECRUITMENT AND OPENING OF HIDDEN BROOK SPORTING CLUB. THIS YEAR THE TEAM LAUNCHED AN ONLINE STORY MAP THAT INTERACTIVELY HIGHLIGHTS THE PUBLIC RECREATIONAL OPPORTUNITIES IN WILKES TO BE USED BY RESIDENTS AND VISITORS ALIKE.
  Expenses $677,156 · grants $310,974 · revenue $562,580
• ACCESS TO CARE - BECAUSE PEOPLE IN RURAL COMMUNITIES FACE NUMEROUS BARRIERS TO RECEIVING ADEQUATE HEALTH CARE DUE TO ITS COSTS, AS WELL AS HAVING TRANSPORTATION TO CONSIDER. THE HEALTH FOUNDATION'S FLAGSHIP PROGRAM IS THE OPERATION OF WEST PARK, A CENTRALLY LOCATED MEDICAL CAMPUS JUST ONE-QUARTER MILE FROM OUR LOCAL HOSPITAL. TENANTS INCLUDE PRIMARY CARE, MEDICAL SPECIALISTS, DENTAL CARE, AND SOCIAL SUPPORT SERVICES. THE CAMPUS CONNECTS TO THE YADKIN RIVER GREENWAY AND HOSTS BOTH A PRE-SCHOOL PLAYGROUND AND AN ADULT EXERCISE EQUIPMENT ZONE THAT ARE FREE TO THE PUBLIC. THE CAMPUS IS ALSO HOME TO AN INDOOR MEETING SPACE THAT NONPROFIT ORGANIZATIONS CAN RESERVE FREE OF CHARGE FOR MEETINGS OF UP TO 36 PEOPLE, COMPLETE WITH AUDIOVISUAL CAPABILITIES. THE CAMPUS'S CENTRAL GREENSPACE CAN ALSO BE RESERVED FOR COMMUNITY BENEFIT ACTIVITIES SUCH AS "SAFE KIDS" EVENTS, THE START OF FUNDRAISING WALKS, OR SMALL GROUP EVENTS. THE "WILKES FRESH" MOBILE MARKET HAS ITS FOOD HUB AT WEST PARK AND ITS MOBILE UNIT SELLS AFFORDABLE FRUITS AND VEGETABLES THERE. THROUGH GRANTMAKING, WE EXPAND ACCESS TO CARE BY SUPPORTING ORGANIZATIONS TO PROVIDE VITAL SERVICES TO IMPROVE THE HEALTH AND WELLBEING OF WILKES COUNTY RESIDENTS.
  Expenses $944,713 · grants $122,175 · revenue $784,865

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 December, so each return is due on the 15th day of the 5th month after that.

IRS record

EIN

56-1745194

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

1991

Accounting year ends

December

Files

Form 990 or 990-EZ

Category (NTEE)

Health care (E99Z)

Assets (IRS master file)

$5,739,796

Income (IRS master file)

$1,910,800

Filing history

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 56-1745194).

Questions about HEALTH FOUNDATION INC

What is the EIN of HEALTH FOUNDATION INC?

The employer identification number (EIN) of HEALTH FOUNDATION INC is 56-1745194.

Is HEALTH FOUNDATION INC tax-exempt?

Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.

Are donations to HEALTH FOUNDATION INC tax-deductible?

Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).

Which annual return does HEALTH FOUNDATION 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 HEALTH FOUNDATION INC due?

The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.

When did HEALTH FOUNDATION INC last file with the IRS?

The latest return in the IRS public files is the 990 for the year ended December 2025.

Who is the principal officer of HEALTH FOUNDATION INC?

The 990 for the year ended December 31, 2025 names DAVID SHELTON.

Who are the officers and directors of HEALTH FOUNDATION INC?

The 990 for the year ended December 31, 2025 lists 20 people; 2 received compensation from the organization, the highest $132,419 (HEATHER MURPHY, EXECUTIVE DIRECTOR).

How much revenue does HEALTH FOUNDATION INC have?

On its 990 for the year ended December 31, 2025 it reported revenue of $1,910,328, expenses of $2,116,400 and total assets of $5,739,796 at year end.

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