Civic Intelligence

Delta Health Foundation Inc

EIN 31-1732932 • 501(c)3 • Charlotte, NC

Profile

Delta health foundation promotes wellness education through a balanced integration of conventional and complementary methods.

Refreshing map…

7401 Delta LaneCharlotte, NC 28215

www.deltahealthfoundation.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.11x

Higher debt load relative to assets than 77% of similar nonprofits.

NTEE E • <$500k nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.10x

Higher debt load relative to revenue than 81% of similar nonprofits.

NTEE E • <$500k nonprofits • Source year 2024

Net Margin

32nd percentile

-1.4%

Higher net margin than 32% of similar nonprofits.

NTEE E • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$22,500

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

NTEE E • <$500k nonprofits • Source year 2024

Asset Growth

62nd percentile

9.6%

Faster asset growth than 62% of similar nonprofits.

NTEE E • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-20%

Faster revenue growth than 31% of similar nonprofits.

NTEE E • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$118,128

Up $10,357 (+9.6%) from 2023

Liabilities

Up

$13,118

Up $12,306 (+1516%) from 2023

Net Assets

Down

$105,010

Down $1,949 (-1.8%) from 2023

Operations
Liabilities / Revenue81st percentileNet Margin32nd percentile

Revenue

Down

$134,516

Down $33,351 (-20%) from 2023

Expenses

Up

$136,465

Up $62,545 (+85%) from 2023

Net Income

Down

-$1,949

Down $95,896 (-102%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2022: $14,159Liabilities 2022: $1,147Net Assets 2022: $13,0122022Assets 2023: $107,771Liabilities 2023: $812Net Assets 2023: $106,9592023Assets 2024: $118,128Liabilities 2024: $13,118Net Assets 2024: $105,0102024

Highlighted filing

2024

Assets$118,128
Liabilities$13,118
Net Assets$105,010
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2022: $82,224Expenses 2022: $71,791Net Income 2022: $10,4332022Revenue 2023: $167,867Expenses 2023: $73,920Net Income 2023: $93,9472023Revenue 2024: $134,516Expenses 2024: $136,465Net Income 2024: -$1,9492024

Highlighted filing

2024

Revenue$134,516
Expenses$136,465
Net Income-$1,949
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$118,128
Liabilities
$13,118
Net assets
$105,010
Revenue
$134,516
Expenses
$136,465
Net income
-$1,949
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.18$0.13$1.05$1.35$1.36$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.07$1.68$0.74$0.94
2022Detailed filing. Detailed filing data is available for this year.$0.14$0.01$0.13$0.82$0.72$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Dec 20, 2025
Return Version
2024v5.2
Gross Receipts
$134,516
Mission and Program Overview

Mission

Delta health foundation promotes wellness education through a balanced integration of conventional and complementary methods.

Program Services

DescriptionGrantsExpenses
DELTA HEALTH FOUNDATION PROMOTES WELLNESS EDUCATION THROUGH A BALANCED INTEGRATION OF CONVENTIONAL AND COMPLEMENTARY METHODS.-$136,465
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOREE LONGDirectorPT$22,500-$22,500
CATHERINE KLEINBoard Member-$0--
SUSAN GEERKENBoard Member-$0--
TERRI BOLOTINBoard Member-$0--
DEB LEHMANBoard Member-$0--
RONALD SHORETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Delta Health Foundation Inc
EIN
31-1732932
Phone
7045600633
Address
7401 DELTA LANE, CHARLOTTE, NC 28215

Signing Officer

Name
Loree Long
Title
Director
Signed
2025-12-20
Discuss with paid preparer
Yes

Preparer

Firm
Cadre Cpas and Advisors Llp
Address
1880 DALE EARNHARDT BLVD, KANNAPOLIS, NC 28083
Preparer
Sherry B Dendy CPA
Phone
7049332181
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $1487”

Other Expenses.1002

“Office Expenses $1654”

Other Expenses.1005

“Travel $6696”

Other Expenses.1

“Retreats & charters $91068”

Other Expenses.2

“SUPPLIES $4209”

Other Expenses.3

“MEALS $2389”

Other Expenses.4

“EVENT RENTAL $1263”

Other Expenses.5

“YACHT SEMINARS $1206”

Other Expenses.6

“FUEL $502”

Other Expenses.7

“MISCELLANEOUS $169”

Total Liabilities.1

“PAYROLL TAX LIABILITY - Beginning $812 PAYROLL TAX LIABILITY - Ending $860”

Total Liabilities.2

“Credit cards payable - Beginning $0 Credit cards payable - Ending $12258”

Raw XML Appendix194 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LOREE LONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DELTA HEALTH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DELT
ReturnHeader/Filer/EIN0311732932
ReturnHeader/Filer/PhoneNum07045600633
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ReturnHeader/PreparerPersonGrp/PhoneNum07049332181
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ReturnHeader/ReturnTs02025-12-20T08:17:59-08:00
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ReturnHeader/TaxYr02024

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