Nonprofit · EIN 83-2682447
NANTAHALA HEALTH FOUNDATION
Tax-exempt · FRANKLIN, NC 28734
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $674,118 | $882,177 | -$208,059 | $13,534,818 | $34,113 | $13,500,705 |
| December 31, 2024 | 990 | $733,172 | $872,049 | -$138,877 | $12,782,389 | $58,714 | $12,723,675 |
| December 31, 2023 | 990 | $235,064 | $425,501 | -$190,437 | $12,294,276 | $39,561 | $12,254,715 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $106,498
- of which government grants
- $25,000
- Program service revenue
- $5,000
- Investment income
- $554,180
- Net gain from sales of assets
- $242,882
- Other revenue
- $8,440
Expenses
- Grants and similar amounts paid
- $419,616
- Compensation of officers, directors and key employees
- $131,427
- Other salaries and wages
- $76,744
- Salaries, compensation and benefits (total)
- $239,177
- Professional fundraising fees
- $0
- Legal fees
- $4,494
- Accounting fees
- $23,270
- Occupancy
- $14,748
- Travel
- $3,282
- Program services (functional)
- $678,415
- Management and general (functional)
- $160,707
- Fundraising (functional)
- $43,055
Balance sheet and other
- Total assets, start of year
- $12,782,389
- Total assets, end of year
- $13,534,818
- Total liabilities, end of year
- $34,113
- Net assets, end of year
- $13,500,705
- Publicly traded securities
- $13,286,034
- Net assets without donor restrictions
- $12,961,922
- Net assets with donor restrictions
- $538,783
- Gross receipts
- $674,118
- Employees
- 2
- Volunteers
- 12
- Year formed
- 2019
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Lori A Bailey | Executive Director Officer | 40 | $116,193 | $15,835 |
| Roger Plemens | Chairperson Trustee or director, Officer | 2 | $0 | $0 |
| Alison Cochran | Vice-Chairperson Trustee or director, Officer | 1 | $0 | $0 |
| Ann Lukens | Secretary Trustee or director, Officer | 1.5 | $0 | $0 |
| Clarissa Ashe | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Samantha Bradley | Board Member Trustee or director | 1 | $0 | $0 |
| Ollin Dunford | Board Member Trustee or director | 1.5 | $0 | $0 |
| David Garrett | Board Member Trustee or director | 1.5 | $0 | $0 |
| Jane Kimsey | Board Member Trustee or director | 1.5 | $0 | $0 |
| Lisa Leatherman | Board Member Trustee or director | 1.5 | $0 | $0 |
| Debbie Mauney | Board Member Trustee or director | 1.5 | $0 | $0 |
| Letesha Wiggins | Board Member Trustee or director | 1 | $0 | $0 |
| Paul Worley | Board Member Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Lori A Bailey | Executive Director Officer | 40 | $113,033 | $14,909 |
| Lisa Leatherman | Chairperson Trustee or director, Officer | 1.5 | $0 | $0 |
| Roger Plemens | Vice-Chairperson Trustee or director, Officer | 1 | $0 | $0 |
| Jane Kimsey | Treasurer Trustee or director, Officer | 1.5 | $0 | $0 |
| Clarissa Ashe | Board Member Trustee or director | 1 | $0 | $0 |
| Ollin Dunford | Board Member Trustee or director | 2 | $0 | $0 |
| David Garrett | Board Member Trustee or director | 2 | $0 | $0 |
| Samantha Bradley | Board Member Trustee or director | 1 | $0 | $0 |
| Ann Lukens | Board Member Trustee or director | 1.5 | $0 | $0 |
| Debbie Mauney | Board Member Trustee or director | 2 | $0 | $0 |
| Paul Worley | Board Member Trustee or director | 2 | $0 | $0 |
| Latesha Wiggins | Board Member Trustee or director | 1 | $0 | $0 |
| Alison Cochran | Board Member Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Lori A Bailey | Executive Director Officer | 40 | $110,273 | $13,557 |
| Lisa Leatherman | Chairperson Trustee or director, Officer | 2 | $0 | $0 |
| Roger Plemens | Vice-Chairperson Trustee or director, Officer | 1 | $0 | $0 |
| Alison Cochran | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Angie Knight | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Clarissa Ashe | Board Member Trustee or director | 1 | $0 | $0 |
| Ollin Dunford | Board Member Trustee or director | 1 | $0 | $0 |
| David Garrett | Board Member Trustee or director | 2 | $0 | $0 |
| Jane C Kimsey | Board Member Trustee or director | 1 | $0 | $0 |
| Ann Lukens | Board Member Trustee or director | 2 | $0 | $0 |
| Debbie Mauney | Board Member Trustee or director | 2 | $0 | $0 |
| Barbara Parker | Board Member Trustee or director | 1 | $0 | $0 |
| Paul Worley | Board Member Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1547 HIGHLANDS RD, FRANKLIN, NC 28734-3502
- Principal officer (990 for 2025)
- Lori Bailey, 1547 Highlands Rd, Franklin, NC 28734
- Signed the 990
- Lori Bailey, Executive Director
- Phone
- (828) 634-1527
- Return prepared by
- CORLISS & SOLOMON PLLC
Mission
Improving health and well-being for those living in westernmost North Carolina.
Program accomplishments
- 1. Grantmaking - Youth and Young Adult Wellbeing NHF awarded grants and provided capacity-building support organizations working to improve the health and wellbeing of youth and young adults in Western North Carolina. Funded initiatives addressed key social determinants of health, including educational access, economic stability and mental health. Supported projects expanded educational opportunities, delivered mental and behavioral health services, and promoted healthy lifestyles, contributing to improved outcomes for young people across the region. Total Grants Awarded: $254,800Expenses $678,415 · grants $419,616 · revenue $5,000
- 2. Grantmaking - Emergency Food Security NHF awarded and administered emergency grants to strengthen food security in response to the national SNAP benefit freeze. Funding supported Western North Carolina organizations in addressing an anticipated increase in food insecurity and helped local food banks and pantries meet heightened community demand for nutritious food during a period of economic disruption. Total Grants Awarded: $115,000
- 3. Grantmaking - Disaster Response and Recovery Efforts Following Hurricane Helene Following Hurricane Helene, NHF provided grant funding and capacity-building support to organizations engaged in disaster response and recovery efforts. Supported activities included housing restoration, emergency food assistance, trauma-informed counseling, crisis support, psychoeducation for affected individuals, and emergency preparedness. These efforts focused on stabilizing impacted communities and strengthening long-term community resilience. Total Grants Awarded: $49,816 . Accomplishment #4: Leadership Program for Capacity Building is described on Schedule O.
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.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 83-2682447
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E60)
- Assets (IRS master file)
- $13,534,818
- Income (IRS master file)
- $674,118
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $674,118 | $882,177 | $13,534,818 | XML |
| 990 | December 2024 | $733,172 | $872,049 | $12,782,389 | XML |
| 990 | December 2023 | $235,064 | $425,501 | $12,294,276 | XML |
| 990 | December 2022 | $382,710 | $832,868 | $11,391,516 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 83-2682447).
Questions about NANTAHALA HEALTH FOUNDATION
- What is the EIN of NANTAHALA HEALTH FOUNDATION?
- The employer identification number (EIN) of NANTAHALA HEALTH FOUNDATION is 83-2682447.
- Is NANTAHALA HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to NANTAHALA HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NANTAHALA HEALTH FOUNDATION 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 NANTAHALA HEALTH FOUNDATION 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 NANTAHALA HEALTH FOUNDATION 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 NANTAHALA HEALTH FOUNDATION?
- The 990 for the year ended December 31, 2025 names Lori Bailey.
- Who are the officers and directors of NANTAHALA HEALTH FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 13 people; 1 received compensation from the organization, the highest $116,193 (Lori A Bailey, Executive Director).
- How much revenue does NANTAHALA HEALTH FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $674,118, expenses of $882,177 and total assets of $13,534,818 at year end.
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