Civic Intelligence

Wilmington Health Foundation Inc

EIN 46-2939980 • 501(c)3 • Wilmington, NC

Profile

The mission of the wilmington health foundation is to fund and promote projects that improve the health of individuals, while decreasing the cost of healthcare

1202 Medical Center DriveWilmington, NC 28401

www.wilmingtonhealthfoundation.org

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE E • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE E • <$500k nonprofits • Source year 2023

Net Margin

91st percentile

90%

Higher net margin than 91% of similar nonprofits.

NTEE E99 • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE E99 • <$500k nonprofits • Source year 2023

Asset Growth

66th percentile

14%

Faster asset growth than 66% of similar nonprofits.

NTEE E • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

40%

Faster revenue growth than 74% of similar nonprofits.

NTEE E • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$178,329

Up $22,233 (+14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$178,329

Up $22,233 (+14%) from 2022

Operations
Liabilities / Revenue60th percentileNet Margin91st percentile

Revenue

Up

$24,729

Up $7,023 (+40%) from 2022

Expenses

Down

$2,496

Down $3,910 (-61%) from 2022

Net Income

Up

$22,233

Up $10,933 (+97%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$200K$150K$100K$50K$0Assets 2014: $3,114Liabilities 2014: $0Net Assets 2014: $3,1142014Assets 2015: $65,963Liabilities 2015: $0Net Assets 2015: $65,9632015Assets 2016: $81,913Liabilities 2016: $0Net Assets 2016: $81,9132016Assets 2017: $77,296Liabilities 2017: $744Net Assets 2017: $76,5522017Assets 2018: $92,741Liabilities 2018: $5,076Net Assets 2018: $87,6652018Assets 2019: $93,310Liabilities 2019: $698Net Assets 2019: $92,6122019Assets 2020: $106,519Liabilities 2020: $525Net Assets 2020: $105,9942020Assets 2021: $144,796Liabilities 2021: $0Net Assets 2021: $144,7962021Assets 2022: $156,096Liabilities 2022: $0Net Assets 2022: $156,0962022Assets 2023: $178,329Liabilities 2023: $0Net Assets 2023: $178,3292023

Highlighted filing

2023

Assets$178,329
Liabilities$0
Net Assets$178,329
Open 2023 Filing

Operations Trend

Revenue Growth74th percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $30,745Expenses 2014: $27,631Net Income 2014: $3,1142014Revenue 2015: $117,941Expenses 2015: $55,092Net Income 2015: $62,8492015Revenue 2016: $82,902Expenses 2016: $66,952Net Income 2016: $15,9502016Revenue 2017: $54,547Expenses 2017: $61,331Net Income 2017: -$6,7842017Revenue 2018: $23,471Expenses 2018: $12,358Net Income 2018: $11,1132018Revenue 2019: $19,365Expenses 2019: $14,418Net Income 2019: $4,9472019Revenue 2020: $28,036Expenses 2020: $14,654Net Income 2020: $13,3822020Revenue 2021: $52,116Expenses 2021: $13,314Net Income 2021: $38,8022021Revenue 2022: $17,706Expenses 2022: $6,406Net Income 2022: $11,3002022Revenue 2023: $24,729Expenses 2023: $2,496Net Income 2023: $22,2332023

Highlighted filing

2023

Revenue$24,729
Expenses$2,496
Net Income$22,233
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$178,329
Liabilities
$0
Net assets
$178,329
Revenue
$24,729
Expenses
$2,496
Net income
$22,233
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.00$1.78$0.25$0.02$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.18$0.06$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$0.52$0.13$0.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.01$1.06$0.28$0.15$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.01$0.93$0.19$0.14$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.05$0.88$0.23$0.12$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.01$0.77$0.55$0.61$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.83$0.67$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$1.18$0.55$0.63
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.31$0.28$0.03
Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 10, 2023
Return Version
2022v5.0
Gross Receipts
$17,706
Mission and Program Overview

Mission

The mission of the wilmington health foundation is to fund and promote projects that improve the health of individuals, while decreasing the cost of healthcare.

Program Services

DescriptionGrantsExpenses
THE FAMILY FITNESS CHALLENGE - A HEALTH INITIATIVE FOR FAMILIES IN THE COMMUNITY TO INTERVENE AND PREVENT OBESITY BY REDUCING BLOOD PRESSURE, WAIST CIRCUMFERENCE, AND BODY MASS INDEX.$0$5,708
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEAN MEISELDirector-$0--
J'NELLE RUSCETTIDirector-$0--
PAMELA TAYLORDirector-$0--
JEFF JAMESPresident-$0--
Filing and Contact Details

Filer

Filer Name
Wilmington Health Foundation Inc
EIN
46-2939980
Phone
9108156153
Address
1202 MEDICAL CENTER DRIVE, WILMINGTON, NC 28401

Signing Officer

Name
Jeff James
Title
President
Phone
9108156153
Signed
2023-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
500 RIDGEFIELD COURT, ASHEVILLE, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: ultra event. Amount: 5,708.”

Raw XML Appendix158 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum09108156153
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01202 MEDICAL CENTER DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WILMINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0144796
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0156096
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt011300
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0698
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0144796
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0156096
IRS990EZ/GrossReceiptsAmt017706
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0144796
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0156096
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0144796
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0156096
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEAN MEISEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1J'NELLE RUSCETTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAMELA TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEFF JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt05708
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE WILMINGTON HEALTH FOUNDATION IS TO FUND AND PROMOTE PROJECTS THAT IMPROVE THE HEALTH OF INDIVIDUALS, WHILE DECREASING THE COST OF HEALTHCARE.
IRS990EZ/ProgramServiceRevenueAmt017706
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FAMILY FITNESS CHALLENGE - A HEALTH INITIATIVE FOR FAMILIES IN THE COMMUNITY TO INTERVENE AND PREVENT OBESITY BY REDUCING BLOOD PRESSURE, WAIST CIRCUMFERENCE, AND BODY MASS INDEX.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05708
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06406
IRS990EZ/TotalProgramServiceExpensesAmt05708
IRS990EZ/TotalRevenueAmt017706
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WILMINGTONHEALTHFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt040000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt040000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt040000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt062500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt017706
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt012116
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt028036
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt019365
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt011967
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt089190
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.73630
IRS990ScheduleA/PublicSupportPY509Pct00.49930
IRS990ScheduleA/PublicSupportTotal509Amt0111690
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt040000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt040000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt017706
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052116
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028036
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019365
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt034467
IRS990ScheduleA/Total509Grp/TotalAmt0151690
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt017706
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt052116
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt028036
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt019365
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt034467
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0151690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ULTRA EVENT. AMOUNT: 5,708.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF JAMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09108156153
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILMINGTON HEALTH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILM
ReturnHeader/Filer/EIN0462939980
ReturnHeader/Filer/PhoneNum09108156153
ReturnHeader/Filer/USAddress/AddressLine1Txt01202 MEDICAL CENTER DRIVE
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 RIDGEFIELD COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028806
ReturnHeader/PreparerPersonGrp/PhoneNum08282542254
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY BIBBY
ReturnHeader/ReturnTs02023-11-10T12:29:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JAMES
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.