NORTH CAROLINA HEALTHCARE FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NORTH CAROLINA HEALTHCARE FOUNDATION INC (EIN 56-0773039)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202313139349306201
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T19:06:42-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST TRADE STREET SUITE 800 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560773039 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH CAROLINA HEALTHCARE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 9196772400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5440 WADE PARK BLVD 410 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY WEEGAR | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9196772400 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | WEEGAR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN NORMAN | PreparerPersonNm |
| PTIN | P01506766 | PTIN |
| Phone | 7049985200 | PhoneNum |
| Preparation | 2023-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JULIA WACKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5440 WADE PARK BLVD 410 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,858,690 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | NCHA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO FOSTER AND ACCELERATE THE COLLECTIVE IMPACT OF HOSPITALS, HEALTH SYSTEMS AND COMMUNITY PARTNERS TO IMPROVE THE HEALTH OF NORTH CAROLINIANS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 64 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,617,424 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,816,998 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $271,986 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $426,097 | PYInvestmentIncomeAmt |
| CY Investment Income | $108,097 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$23,203 | CYOtherRevenueAmt |
| PY Total Revenue | $5,315,507 | PYTotalRevenueAmt |
| CY Total Revenue | $4,901,892 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $150,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,218,240 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,185,362 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,652,509 | PYOtherExpensesAmt |
| CY Other Expenses | $1,669,753 | CYOtherExpensesAmt |
| PY Total Expenses | $4,020,749 | PYTotalExpensesAmt |
| CY Total Expenses | $3,855,115 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,294,758 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,046,777 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,829,729 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,349,506 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,232,718 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,399,545 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,597,011 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,949,961 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO FOSTER AND ACCELERATE THE COLLECTIVE IMPACT OF HOSPITALS, HEALTH SYSTEMS AND COMMUNITY PARTNERS TO IMPROVE THE HEALTH OF NORTH CAROLINIANS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,653,107 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CARONOVA IS AN INCUBATOR THAT CONNECTS KEY PEOPLE AND ORGANIZATIONS WITH PROMISING INNOVATIONS TO ACCELERATE NECESSARY CHANGE. OUR PURPOSE IS TO ALIGN LEADERS ACROSS THE CAROLINAS IN PURSUIT OF A BETTER AND MORE EQUITABLE SYSTEM OF CARE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,731,611 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | NORTH CAROLINA COMMUNITY HEALTH PROGRAMS IMPROVE ACCESS TO BETTER HEALTH THROUGH COMMUNITY-BASED NETWORKS OF CARE AND PROGRAMS ADDRESSING CHRONIC HEALTH ISSUES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $176,893 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | EQUITY OF CARE PROGRAMS ADDRESS HEALTH INEQUITIES AND BUILD A PIPELINE OF DIVERSE HEALTHCARE LEADERS WHO REFLECT ON THE NORTH CAROLINA COMMUNITIES THEY SERVE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $271,074 | ExpenseAmt |
| Desc | OTHER PROGRAMS ADDRESS IMPROVED HEALTH IN NORTH CAROLINA'S COMMUNITIES WITH A FOCUS ON BEHAVIORAL HEALTH, RURAL HEALTHCARE, HEALTHCARE QUALITY AND PATIENT SAFETY CARE, AND DEVELOPING THE NEXT GENERATION OF HEALTHCARE LEADERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $271,074 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $3,832,685 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 64 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY WEEGAR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9196774231 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5440 WADE PARK BLVD SUITE 410 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27607 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| VANESSA ERVIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG GOMBAR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LIN B HOLLOWELL III | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHUCK MANTOOTH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| ALLEN SMART | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL C TARWATER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL R WALDRUM MD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHYLLIS WINGATE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN J LAWLER | ||||||||
| PRESIDENT | 7.50 | Yes (X) | $0 | $882,728 | $165,612 | 30.00 | Yes (X) | |
| JOANN ANDERSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUAN AUSTIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG LOWE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| LYNDA STANLEY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JODY FLEMING | ||||||||
| SENIOR VICE PRESIDENT | 1.00 | $0 | $377,683 | $23,085 | 37.50 | Yes (X) | ||
| CODY HAND | ||||||||
| SENIOR VICE PRESIDENT | 1.00 | $0 | $307,442 | $19,385 | 37.50 | Yes (X) | ||
| JEFFERY WEEGAR | ||||||||
| CHIEF FINANCIAL OFFICER | 1.00 | $0 | $268,967 | $19,699 | 37.50 | Yes (X) | ||
| LINWOOD JONES | ||||||||
| GENERAL COUNSEL | 1.00 | $0 | $274,523 | $13,493 | 37.50 | Yes (X) | ||
| MILLE HARDING | ||||||||
| SENIOR VP (RETIRED) | 1.00 | $0 | $0 | $259,728 | 37.50 | Yes (X) | ||
| JULIA WACKER | ||||||||
| SENIOR VICE PRESIDENT | 1.00 | $0 | $231,338 | $19,247 | 37.50 | Yes (X) | ||
| LAPONDA EDMONDSON | ||||||||
| VICE PRESIDENT | 1.00 | $0 | $118,776 | $11,933 | 37.50 | Yes (X) | ||
| JILL ARMBRUSTER | ||||||||
| DIRECTOR | 1.00 | $0 | $118,480 | $14,245 | 37.50 | Yes (X) | ||
| EMILY ROLAND | ||||||||
| DIRECTOR | 1.00 | $0 | $102,700 | $13,705 | 37.50 | Yes (X) | ||
| DEAN HIGGINS | ||||||||
| DIRECTOR | 1.00 | $0 | $103,314 | $12,786 | 37.50 | Yes (X) | ||
| SHELBY LASSITER | ||||||||
| DIRECTOR | 1.00 | $0 | $105,958 | $10,020 | 37.50 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,891,909 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $582,938 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TSNE MISSIONWORKS | |||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | CONSULTING & CUSTOMIZED TRAINING | $287,621 |
| BRIGHAM AND WOMEN'S HOSPITAL | |||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | EDUCATION, RESOURCES, & COACHING SVCS. | $150,014 |
| ASSOCIATION FOR HEALTHCARE ENVIRONMENT | |||||
| 155 NORTH WACKER DRIVE SUITE 400 | CHICAGO | IL | 60606 | ED. & ONLINE LEARNING-HEALTHCARE PRO. | $106,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $22,971 | FundraisingAmt |
| All Other Contributions | $4,794,027 | AllOtherContributionsAmt |
| Noncash Contributions | $11,801 | NoncashContributionsAmt |
| Total Contributions | $4,816,998 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105,071 | TotalRevenueColumnAmt |
| Exclusion | $105,071 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $936,621 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $933,595 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,026 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,026 | TotalRevenueColumnAmt |
| Exclusion | $3,026 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $22,971 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $23,203 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$23,203 | TotalRevenueColumnAmt |
| Exclusion | -$23,203 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,901,892 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $84,894 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,764,120 | TotalAmt |
| Program Services | $1,764,120 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,726 | TotalAmt |
| Program Services | $54,726 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,671 | TotalAmt |
| Program Services | $242,671 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,845 | TotalAmt |
| Program Services | $123,845 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500,870 | TotalAmt |
| Program Services | $500,870 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,155 | TotalAmt |
| Program Services | $3,155 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,988 | TotalAmt |
| Program Services | $4,988 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,041 | TotalAmt |
| Management And General | $19,041 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,891 | TotalAmt |
| Program Services | $536,558 | ProgramServicesAmt |
| Management And General | $3,333 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,624 | TotalAmt |
| Program Services | $47,624 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,111 | TotalAmt |
| Program Services | $28,111 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,059 | TotalAmt |
| Program Services | $215,059 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,143 | TotalAmt |
| Program Services | $92,143 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,942 | TotalAmt |
| Program Services | $138,886 | ProgramServicesAmt |
| Management And General | $56 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MISCELLANEOUS | $41,219 | $41,219 |
| REGRANTING EXPENSES | $33,883 | $33,883 |
| DUES & SUBSCRIPTIONS | $4,827 | $4,827 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,855,115 | TotalAmt |
| Program Services | $3,832,685 | ProgramServicesAmt |
| Management And General | $22,430 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,917,052 | BOYAmt |
| EOY | $7,102,944 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,572 | BOYAmt |
| EOY | $225,046 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $49,557 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $49,557 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,636,105 | BOYAmt |
| EOY | $4,021,516 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,829,729 | BOYAmt |
| EOY | $11,349,506 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,512 | BOYAmt |
| EOY | $119,883 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,500 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $996,706 | BOYAmt |
| EOY | $2,279,662 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,232,718 | BOYAmt |
| EOY | $2,399,545 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,493,314 | BOYAmt |
| EOY | $2,960,137 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,103,697 | BOYAmt |
| EOY | $5,989,824 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,597,011 | BOYAmt |
| EOY | $8,949,961 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,829,729 | BOYAmt |
| EOY | $11,349,506 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,046,777 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$693,827 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,299,952 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,008,294 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,148,805 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,710,731 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,816,998 | CurrentTaxYearAmt |
| Total | $55,984,780 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $721,413 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $401,430 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $274,611 | CurrentTaxYearMinus1YearAmt |
| Total | $1,397,454 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,299,952 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,729,707 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,550,235 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,985,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,816,998 | CurrentTaxYearAmt |
| Total | $57,382,234 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $57,382,234 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $137,147 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $141,742 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $426,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,071 | CurrentTaxYearAmt |
| Total | $817,113 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $137,147 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $141,742 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $426,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,071 | CurrentTaxYearAmt |
| Total | $817,113 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,437,099 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,871,449 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,557,291 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,411,439 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,922,069 | CurrentTaxYearAmt |
| Total | $58,199,347 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98600 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98520 | PublicSupportPY509Pct |
| Investment Income CY | 0.01400 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01480 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,557 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,557 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATE | $2,210,850 |
| ACCRUED COMPENSATION | $68,812 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,279,662 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,189,024 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$693,827 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$693,827 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,882,851 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $19,041 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $19,041 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,901,892 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,836,074 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,836,074 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $19,041 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $19,041 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,855,115 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE FOUNDATION FOLLOWS THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. MANAGEMENT HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BENEFIT FOR BETTER HEALTH | Event1Nm |
| Gross Receipts Event1 | $22,971 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $22,971 | CharitableContriEvent1Amt |
| Non Cash Prizes Event1 | $11,801 | NonCashPrizesEvent1Amt |
| Other Direct Expenses Event1 | $11,402 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $22,971 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $22,971 | CharitableContributionsTotAmt |
| Non Cash Prizes Total Events | $11,801 | NonCashPrizesTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,402 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $23,203 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$23,203 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHEN J LAWLER | ||||||||||||||
| PRESIDENT | $0 | $714,500 | $0 | $166,080 | $0 | $2,148 | $0 | $151,900 | $0 | $13,712 | $0 | $1,048,340 | $0 | $0 |
| JODY FLEMING | ||||||||||||||
| SENIOR VICE PRESIDENT | $0 | $175,447 | $0 | $31,747 | $0 | $170,489 | $0 | $13,500 | $0 | $9,585 | $0 | $400,768 | $0 | $0 |
| CODY HAND | ||||||||||||||
| SENIOR VICE PRESIDENT | $0 | $267,328 | $0 | $38,884 | $0 | $1,230 | $0 | $10,250 | $0 | $9,135 | $0 | $326,827 | $0 | $0 |
| JEFFERY WEEGAR | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $228,380 | $0 | $39,447 | $0 | $1,140 | $0 | $10,250 | $0 | $9,449 | $0 | $288,666 | $0 | $0 |
| LINWOOD JONES | ||||||||||||||
| GENERAL COUNSEL | $0 | $209,375 | $0 | $51,497 | $0 | $13,651 | $0 | $4,953 | $0 | $8,540 | $0 | $288,016 | $0 | $0 |
| MILLE HARDING | ||||||||||||||
| SENIOR VP (RETIRED) | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $259,728 | $0 | $0 | $0 | $259,728 | $0 | $0 |
| JULIA WACKER | ||||||||||||||
| SENIOR VICE PRESIDENT | $0 | $196,293 | $0 | $33,905 | $0 | $1,140 | $0 | $9,815 | $0 | $9,432 | $0 | $250,585 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE EXECUTIVE COMPENSATION COMMITTEE OF NCHA, INC., A RELATED ORGANIZATION, ANNUALLY MONITORS AND REVIEWS EXECUTIVE COMPENSATION AND BENEFIT PROGRAMS, IN AGGREGATE, TO ENSURE CONSISTENCY WITH THE OVERALL COMPENSATION PHILOSOPHY AND GUIDING PRINCIPLES AND OBJECTIVES. AN INDEPENDENT CONSULTING FIRM (GALLAGHER BENEFIT SERVICES) IS HIRED TO REVIEW EXECUTIVE COMPENSATION AND COMPARE IT TO BENCHMARKS OF OTHER STATE HOSPITAL ASSOCIATIONS THROUGHOUT THE COUNTRY. |
| PART I, LINES 4A-B | NAME: CODY HAND, DESCRIPTION: PART OF SEVERANCE AGREEMENT, CURRENT YEAR AMOUNT: $23,035. PLAN DESCRIPTION: SEVERANCE PACKAGE INCLUDED MONTHLY SALARY THROUGH MAY 2023. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE POWER AND AUTHORITY OF THE CORPORATION SHALL BE VESTED IN ITS BOARD OF TRUSTEES WHICH SHALL HAVE NOT LESS THAN TEN MEMBERS, CONSISTING OF HEALTHCARE, COMMUNITY, PHILANTHROPIC, FINANCIAL, AND CORPORATE LEADERS. ALL MEMBERS SHALL BE APPOINTED BY THE BOARD OF TRUSTEES OF NCHA, INC. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PROVIDED FOR REVIEW AND APPROVAL TO THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS AND KEY EMPLOYEES SIGN A CONFLICT OF INTEREST POLICY ANNUALLY DISCLOSING ANY POSSIBLE CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMPENSATION COMMITTEE OF NCHA, INC., A RELATED ORGANIZATION, ANNUALLY MONITORS AND REVIEWS EXECUTIVE COMPENSATION AND BENEFIT PROGRAMS, IN AGGREGATE, TO ENSURE CONSISTENCY WITH THE OVERALL COMPENSATION PHILOSOPHY AND GUIDING PRINCIPLES AND OBJECTIVES. AN INDEPENDENT CONSULTING FIRM (GALLAGHER BENEFIT SERVICES) IS HIRED TO REVIEW EXECUTIVE COMPENSATION AND COMPARE IT TO BENCHMARKS OF OTHER STATE HOSPITAL ASSOCIATIONS THROUGHOUT THE COUNTRY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022 |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION PROVIDES COPIES UPON REQUEST AND ALLOWS INSPECTION AT THE ADMINISTRATIVE OFFICE OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PROVIDES COPIES UPON REQUEST AND ALLOWS INSPECTION AT THE ADMINISTRATIVE OFFICE OF THE ORGANIZATION. |
| FORM 990, PART IX, LINE 11G | CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 536,558. MANAGEMENT AND GENERAL EXPENSES 3,333. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 539,891. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NCHA INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5440 WADE PARK BLVD SUITE 410 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560641290 | EIN |
| Primary Activities | ADVOCATES ON BEHALF OF ITS 130 MEMBER HOSPITALS. | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH CAROLINA HEALTHCARE ENTERPRISES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5440 WADE PARK BLVD SUITE 410 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561653026 | EIN |
| Primary Activities | PROVIDES COST EFFECTIVE RESOURCES FOR NCHA MEMBER HOSPITALS. | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| NCHA INC | ||
| N | $70,000 | SQUARE FOOT USAGE |
| NCHA INC | ||
| O | $630,000 | COST/TIME ALLOCATION |