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Nonprofit · EIN 83-0590696

DOGWOOD HEALTH TRUST

Tax-exempt · ASHEVILLE, NC 28803

Financials

$265.9M$106.2M2023$238.7M$180M2024
Revenue Expenses · by fiscal year end
Financials of DOGWOOD HEALTH TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$238,690,769$180,012,693$58,678,076$2,009,884,772$119,840,118$1,890,044,654
December 31, 2023990-PF$265,852,884$106,185,084$159,667,800$1,896,083,073$64,743,981$1,831,339,092
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Interest
$309,321
Net gain from sales of assets
$26,292,428
Other income
$212,089,020

Expenses

Grants and similar amounts paid
$158,172,584
Compensation of officers, directors and key employees
$1,615,986
Salaries, compensation and benefits (total)
$6,313,937
Disbursements for charitable purposes
$159,746,125
Excise tax on investment income
$2,619,719

Balance sheet and other

Total assets, start of year
$1,896,083,073
Total assets, end of year
$2,009,884,772
Total liabilities, end of year
$119,840,118
Net assets, end of year
$1,890,044,654
Fair market value of assets
$2,009,884,772
Qualifying distributions
$208,444,938
Net investment income
$209,589,111

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-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
SUSAN R MIMS
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
CEO50$581,220$88,943
MARK CONSTANTINE
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
SVP OF COMMUNITY INV.50$379,607$38,762
RACHEL RYAN
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
GENERAL COUNSEL50$336,877$49,148
GREGORY W BYERS
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
VP OF FINANCE50$318,282$47,562
HEATHER PARLIER
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
VICE PRESIDENT
Highest-paid employee
40$291,386$34,406
SARAH GRYMES
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
VICE PRESIDENT
Highest-paid employee
40$272,563$46,427
SARAH THOMPSON
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
VICE PRESIDENT
Highest-paid employee
40$267,033$36,435
EREKA WILLIAMS
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
VICE PRESIDENT
Highest-paid employee
40$266,252$36,441
ALEX HOWARD
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
VICE PRESIDENT
Highest-paid employee
40$263,901$36,927
JOHN FAV CECIL
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
CHAIR8$0$0
JACKIE L GODLOCK
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
VICE CHAIR5$0$0
VIVIAN A BOLANOS
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
TREASURER5$0$0
CASEY M COOPER
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
SECRETARY5$0$0
JANICE W BRUMIT
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR3$0$0
CAROL BURTON
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR3$0$0
10 more people on this return
NameTitleHours / weekCompensation
DAWNA D GOODE-LEDBETTER
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR3$0
RICHARD R HOUCK
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR3$0
FRED H JONES
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR3$0
SAMUEL D LUPAS
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR3$0
JOSE A MCLOUGLIN
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR3$0
JAMIE L MCMAHAN
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR3$0
GEORGE D RENFRO
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR3$0
JACQUELYN Y SIMMS
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR3$0
DONNA A TIPTON-ROGERS
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR3$0
MARTHA C TYNER
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR3$0
990-PF for the year ended December 31, 2023: 25 people
NameTitleHours / weekCompensationOther / benefits
SUSAN R MIMS
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
CEO40$583,196$86,874
RACHEL RYAN
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
GENERAL COUNSEL40$335,207$48,268
GREGORY W BYERS
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
VP OF FINANCE40$274,808$44,208
SARAH GRYMES
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
VICE PRESIDENT
Highest-paid employee
40$267,903$45,162
SARAH THOMPSON
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
VICE PRESIDENT
Highest-paid employee
40$264,321$35,648
EREKA WILLIAMS
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
VICE PRESIDENT
Highest-paid employee
40$263,527$35,535
ALEX HOWARD
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
VICE PRESIDENT
Highest-paid employee
40$261,140$34,332
MARK CONSTANTINE
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
SVP OF COMMUNITY INV. (AS OF APR/2023)40$261,065$21,082
HEATHER PARLIER
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
SENIOR DIRECTOR
Highest-paid employee
40$260,987$32,432
JOHN FAV CECIL
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
CHAIR8$0$0
JACKIE L GODLOCK
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
VICE CHAIR5$0$0
VIVIAN A BOLANOS
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
TREASURER5$0$0
CASEY M COOPER
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
SECRETARY5$0$0
JANICE W BRUMIT
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR3$0$0
CAROL BURTON
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR (AS OF JAN/2023)3$0$0
DAWNA D GOODE-LEDBETTER
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR3$0$0
RICHARD R HOUCK
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR3$0$0
FRED H JONES
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR3$0$0
SAMUEL D LUPAS
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR3$0$0
JOSE A MCLOUGLIN
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR3$0$0
JAMIE L MCMAHAN
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR (AS OF JAN/2023)3$0$0
GEORGE D RENFRO
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR3$0$0
JACQUELYN Y SIMMS
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR3$0$0
DONNA A TIPTON-ROGERS
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR3$0$0
MARTHA C TYNER
890 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803
DIRECTOR3$0$0

Address and contacts

Address (IRS master file)
890 HENDERSONVILLE RD STE 300, ASHEVILLE, NC 28803-2997
Signed the 990-PF
SUSAN MIMS, CEO
Phone
(828) 771-6710
Return prepared by
GRANT THORNTON ADVISORS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
83-0590696
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2019
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,009,884,772
Income (IRS master file)
$797,087,280

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$238,690,769$180,012,693$2,009,884,772XML
990-TDecember 2024–––IRS
990-PFDecember 2023$265,852,884$106,185,084$1,896,083,073XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 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 83-0590696).

Questions about DOGWOOD HEALTH TRUST

What is the EIN of DOGWOOD HEALTH TRUST?
The employer identification number (EIN) of DOGWOOD HEALTH TRUST is 83-0590696.
Is DOGWOOD HEALTH TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to DOGWOOD HEALTH TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DOGWOOD HEALTH TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of DOGWOOD HEALTH TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DOGWOOD HEALTH TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of DOGWOOD HEALTH TRUST?
The 990-PF for the year ended December 31, 2024 lists 25 people; 9 received compensation from the organization, the highest $581,220 (SUSAN R MIMS, CEO).
How much revenue does DOGWOOD HEALTH TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $238,690,769, expenses of $180,012,693 and total assets of $2,009,884,772 at year end.

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