To improve the health of the communities where we live and work by advocating for sound public policy and collaborative partnerships.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
65¢ of each $1 spent went to programs.
$4.1M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $4.2M a year · 27% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
65%
of spending
Fine: 65% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$4.1M
to officers and key staff · 28% of spending
Worth a look: pay to officers and key staff is 28% of spending; over 20%.
Pt VII · Sec A
11 mo
of spending, in cash
Looks good: 10.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $2K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$6.3M
17% of total assets
Looks good: liabilities are 17% of assets; 50% or less.
Pt X · Ln 26
Independent board members
18
of 18 voting members
Looks good: 18 of 18 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$17.4M
-26% vs prior year
Spent
$14.6M
To programs
65%
Net assets
$30.4M
By yearFY2020–FY2024
Revenue
$17.4M
FY2024▼ -26%
Tap a bar for its year
Revenue by fiscal year
FY2020$12.1M
FY2021$11.2M
FY2022$14.3M
FY2023$23.5M
FY2024$17.4M
Expenses
$14.6M
FY2024▲ +17%
Tap a bar for its year
Expenses by fiscal year
FY2020$9.3M
FY2021$10.1M
FY2022$10.8M
FY2023$12.5M
FY2024$14.6M
Net assets
$30.4M
FY2024▲ +13%
Tap a bar for its year
Net assets by fiscal year
FY2020$11.1M
FY2021$12.4M
FY2022$15.8M
FY2023$26.9M
FY2024$30.4M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1963.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

65 cents of each dollar spent went to programs.

Program services 65% · $9.5M

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

34 people listed on the 990; $4.1M paid to officers and key staff.

Part VII, Section A · reportable compensation
President/CEO
$1,244,415Pt VII · Sec A
Senior Vice President
$393,875Pt VII · Sec A
Senior Vice President
$345,214Pt VII · Sec A
General Counsel
$337,243Pt VII · Sec A
Senior Vice President
$278,291Pt VII · Sec A
Former General Counsel
$220,523Pt VII · Sec A
$191,011Pt VII · Sec A
Senior Vice President
$171,381Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Stephen Lawler$1,244,415$1,159,950$882,728——
Stephen J Lawler———$903,781$822,662
Linwood L Jones———$661,486$315,509
Millie R Harding———$352,755$516,411
Jody Fleming$345,214$455,101$377,683$228,307$262,527
Julia Wacker$393,875$280,710$231,338$210,411$182,814
Jessica Lewis$337,243$117,798———
Cody Hand—$194,711$307,442$278,592$248,463

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes
  • Loans to or from officersSch L · Pt II2 listed

Programs and updates

Advocates for public policy and partnerships to improve community health.

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Provided by the organization

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3 programs · $9.5M · in their own filed words · FY2024
01

Provided members with technical research & guidance, data platforms, analytics, and education programs to support caring for patients and local communities.

$5.0Mprogram expense
02

Improved community health status by advocating for our members' interests aimed at accessible and equitable healthcare in north carolina.

$3.1Mprogram expense
03

Promoted our members' efforts to provide accessible and equitable healthcare for all north carolinians through coordinated public relations and media purchases.

$1.4Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2023
Total grants receivedfrom 1 funder$2K
Grants paid · 5 grants · $129K · 2020–2020
Education NowNC · FY2020$35,000
North Carolina Institute of MedicineFY2020$10,000

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$17.4M
Ln 12
Fees for servicesLn 2g$11.1M
Other incomeLn 4–11$3.5M
Investment incomeLn 3$2.8M
Money outPt IX
$14.6M
Ln 25
Programscol B$9.5M
Owns and owesPt X
$30.4M
net assets · Ln 32
Cash and savingsLn 1–2$13.1M
Total assetsLn 16$36.7M
LiabilitiesLn 26$6.3M
PeoplePt VI, VII
34
listed · VII A
PaidVII A15
Voting boardVI 1a18
IndependentVI 1b18
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$11.1M
Investment incomeLn 3$2.8M
Other incomeLn 4–11$3.5M
Total revenueLn 12$17.4M
Assets in detailPt X, end of year
CashLn 1$13.1M
Cash and savings togetherLn 1–2$13.1M
InvestmentsLn 11–13$11.0M
Land, buildings, equipmentLn 10c$198K
Other assetsLn 15$2.4M
Total assetsLn 16$36.7M
LiabilitiesLn 26$6.3M
Net assetsLn 32$30.4M
OperationsPt I, VI
EmployeesI 558
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$13.1M$13.1M
InvestmentsLn 11–13$10.2M$11.0M
Land, buildings, equipmentLn 10c$258K$198K
Total assetsLn 16$34.4M$36.7M
LiabilitiesLn 26$7.5M$6.3M
Net assetsLn 32$26.9M$30.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$28K
Pay of current officers, directors and key staffLn 5$4.2M
Other salaries and wagesLn 7$457K
Pension plan contributionsLn 8$260K
Other employee benefitsLn 9$299K
Payroll taxesLn 10$262K
Legal feesLn 11b$748K
Other fees for servicesLn 11g$1.6M
Advertising and promotionLn 12$825K
Office expensesLn 13$70K
Information technologyLn 14$2.3M
OccupancyLn 16$265K
TravelLn 17$106K
Conferences, conventions and meetingsLn 19$68K
InterestLn 20$36K
Payments to affiliatesLn 21$1.8M
Depreciation, depletion and amortizationLn 22$60K
InsuranceLn 23$79K
Other expenses (24a–d)Ln 24$1.0M
All other expensesLn 24e$25K
Total functional expensesLn 25$14.6M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $17.4M$14.6M$2.8M$30.4M 990 PDF
FY2023 $23.5M$12.5M$11.0M$26.9M 990 PDF
FY2022 $14.3M$10.8M$3.5M$15.8M 990 PDF
FY2021 $11.2M$10.1M$1.1M$12.4M 990 PDF
FY2020 $12.1M$9.3M$2.8M$11.1M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $17,418,116 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $697,404$0
I-9 Program service revenuePrior year $9,862,170$11,089,799
I-10 Investment incomePrior year $11,658,758$2,798,478
I-11 Other revenuePrior year $1,259,075$3,529,839
I-12 Total revenuePrior year $23,477,407$17,418,116
I-13 Grants and similar amounts paidPrior year $170,582$27,500
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $5,230,387$5,490,787
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $7,053,195$9,101,242
I-18 Total expensesPrior year $12,454,164$14,619,529
I-19 Revenue less expensesPrior year $11,023,243$2,798,587
Part VI · Governance 18 of 18 board members independent, no flags
VI-1a Voting members of the governing body18
VI-1b Independent voting members18
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $17,418,116 across 5 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $11,089,799$11,089,799
VIII-3 Investment incomeExcluded from tax $2,798,478$2,798,478
VIII-6 Net rental income or lossRelated to mission $3,484,339$3,484,339
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $45,500$45,500
VIII-12 Total revenueRelated to mission $14,619,638 · Unrelated business $0 · Excluded from tax $2,798,478$17,418,116
Part IX · Statement of functional expenses $14,619,529 across 20 lines filed
IX-2 Grants to domestic individuals$27,500
IX-5 Pay of current officers, directors and key staff$4,212,517
IX-7 Other salaries and wages$456,995
IX-8 Pension plan contributions$260,032
IX-9 Other employee benefits$299,176
IX-10 Payroll taxes$262,067
IX-11b Legal fees$747,568
IX-11g Other fees for services$1,634,836
IX-12 Advertising and promotion$824,736
IX-13 Office expenses$70,004
IX-14 Information technology$2,300,579
IX-16 Occupancy$265,412
IX-17 Travel$106,341
IX-19 Conferences, conventions and meetings$67,544
IX-20 Interest$35,658
IX-21 Payments to affiliates$1,835,529
IX-22 Depreciation, depletion and amortization$60,000
IX-23 Insurance$79,101
IX-24 Other expenses (24a–d)$1,049,404
IX-24e All other expenses$24,530
IX-25 Total functional expenses$14,619,529
Part X · Balance sheet $36,714,056 assets, 15 lines filed
Asset lines not itemized here account for $9,601,410; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $13,127,902$13,136,548
X-4 Accounts receivableStart of year $48,582$257,627
X-9 Prepaid expenses and deferred chargesStart of year $137,886$123,139
X-10c Land, buildings and equipment, netStart of year $258,274$198,274
X-11 Publicly traded securitiesStart of year $10,157,221$11,008,119
X-15 Other assetsStart of year $1,338,183$2,388,939
X-16 Total assetsStart of year $34,415,080$36,714,056
X-17 Accounts payable and accrued expensesStart of year $1,765,059$1,108,685
X-19 Deferred revenueStart of year $3,131,122$1,818,188
X-25 Other liabilitiesStart of year $2,570,749$3,395,964
X-26 Total liabilitiesStart of year $7,466,930$6,322,837
X-27 Net assets without donor restrictionsStart of year $26,868,668$30,311,737
X-28 Net assets with donor restrictionsStart of year $79,482$79,482
X-32 Total net assets or fund balancesStart of year $26,948,150$30,391,219
X-33 Total liabilities and net assetsStart of year $34,415,080$36,714,056
Part XI · Reconciliation of net assets $30,391,219 net assets at year end
XI-1 Total revenue$17,418,116
XI-2 Total expenses$14,619,529
XI-3 Revenue less expenses$2,798,587
XI-4 Net assets at start of year$26,948,150
XI-5 Net unrealized gains (losses) on investments$644,482
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$30,391,219

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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