Civic Intelligence

Mecklenburg Medical Alliance And

EIN 56-1356858 • 501(c)3 • Charlotte, NC

Profile

Support of health related charitable, scientific and educational programs in Mecklenburg County

338 South Sharon Amity Road 504Charlotte, NC 28211

www.mmaeonline.com

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

8th percentile

-38%

Higher net margin than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

53rd percentile

$66,036

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 46.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

48th percentile

2.9%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

31st percentile

-3.7%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,119,340

Up $60,663 (+2.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,119,340

Up $60,663 (+2.9%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin8th percentile

Revenue

Down

$143,480

Down $5,448 (-3.7%) from 2024

Expenses

Up

$197,316

Up $4,320 (+2.2%) from 2024

Net Income

Down

-$53,836

Down $9,768 (-22%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,665,121Liabilities 2011: $262Net Assets 2011: $1,664,8592011Assets 2012: $1,562,152Liabilities 2012: $19,014Net Assets 2012: $1,543,1382012Assets 2013: $1,740,345Liabilities 2013: $1,592Net Assets 2013: $1,738,7532013Assets 2014: $1,782,402Liabilities 2014: $3,472Net Assets 2014: $1,778,9302014Assets 2015: $1,793,232Liabilities 2015: $469Net Assets 2015: $1,792,7632015Assets 2016: $1,676,323Liabilities 2016: $1,453Net Assets 2016: $1,674,8702016Assets 2017: $1,794,164Liabilities 2017: $451Net Assets 2017: $1,793,7132017Assets 2018: $1,851,690Liabilities 2018: $1,815Net Assets 2018: $1,849,8752018Assets 2019: $1,840,511Liabilities 2019: $628Net Assets 2019: $1,839,8832019Assets 2020: $1,893,546Liabilities 2020: $0Net Assets 2020: $1,893,5462020Assets 2021: $2,186,440Liabilities 2021: $1,425Net Assets 2021: $2,185,0152021Assets 2022: $1,937,313Liabilities 2022: $0Net Assets 2022: $1,937,3132022Assets 2023: $1,891,142Liabilities 2023: $0Net Assets 2023: $1,891,1422023Assets 2024: $2,058,677Liabilities 2024: $0Net Assets 2024: $2,058,6772024Assets 2025: $2,119,340Liabilities 2025: $0Net Assets 2025: $2,119,3402025

Highlighted filing

2025

Assets$2,119,340
Liabilities$0
Net Assets$2,119,340
Open 2025 Filing

Operations Trend

Revenue Growth31st percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $278,724Expenses 2011: $159,447Net Income 2011: $119,2772011Revenue 2012: $34,942Expenses 2012: $111,188Net Income 2012: -$76,2462012Revenue 2013: $231,420Expenses 2013: $108,581Net Income 2013: $122,8392013Revenue 2014: $184,817Expenses 2014: $121,040Net Income 2014: $63,7772014Revenue 2015: $147,500Expenses 2015: $136,406Net Income 2015: $11,0942015Revenue 2016: $5,201Expenses 2016: $123,094Net Income 2016: -$117,8932016Revenue 2017: $124,801Expenses 2017: $121,530Net Income 2017: $3,2712017Revenue 2018: $86,314Expenses 2018: $127,465Net Income 2018: -$41,1512018Revenue 2019: $102,132Expenses 2019: $156,185Net Income 2019: -$54,0532019Revenue 2020: $106,929Expenses 2020: $165,873Net Income 2020: -$58,9442020Revenue 2021: $81,561Expenses 2021: $155,902Net Income 2021: -$74,3412021Revenue 2022: $107,424Expenses 2022: $185,025Net Income 2022: -$77,6012022Revenue 2023: $130,283Expenses 2023: $192,290Net Income 2023: -$62,0072023Revenue 2024: $148,928Expenses 2024: $192,996Net Income 2024: -$44,0682024Revenue 2025: $143,480Expenses 2025: $197,316Net Income 2025: -$53,8362025

Highlighted filing

2025

Revenue$143,480
Expenses$197,316
Net Income-$53,836
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,119,340
Liabilities
$0
Net assets
$2,119,340
Revenue
$143,480
Expenses
$197,316
Net income
-$53,836
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.00$2.12$0.14$0.20$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.15$0.19$0.04
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.00$1.89$0.13$0.19$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.00$1.94$0.11$0.19$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.00$2.19$0.08$0.16$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$0.11$0.17$0.06
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.00$1.84$0.10$0.16$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.09$0.13$0.04
2017Summary only. Only limited summary data is available for this year.$1.79$0.00$1.79$0.12$0.12$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.67$0.01$0.12$0.12
2015Summary only. Only limited summary data is available for this year.$1.79$0.00$1.79$0.15$0.14$0.01
2014Summary only. Only limited summary data is available for this year.$1.78$0.00$1.78$0.18$0.12$0.06
2013Summary only. Only limited summary data is available for this year.$1.74$0.00$1.74$0.23$0.11$0.12
2012Summary only. Only limited summary data is available for this year.$1.56$0.02$1.54$0.03$0.11$0.08
2011Summary only. Only limited summary data is available for this year.$1.67$0.00$1.66$0.28$0.16$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Sep 10, 2025
Return Version
2024v5.2
Gross Receipts
$151,204
Mission and Program Overview

Mission

Support of health related charitable, scientific and educational programs in Mecklenburg County

Healthy Charlotte Alliance (Alliance) is a non-profit organization whose purpose is to improve the health and quality of life for all people of Mecklenburg County. It offers educational and informative events and lectures about health and wellness; grants and awards given through our endowment; and fun, informative meetings for members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,010,493$2,058,634▲ $48,141
Cash and Non-Interest-Bearing Accounts$47,788$60,440▲ $12,652
Accounts Receivable$396$266▼ $130
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,058,677$2,119,340▲ $60,663
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,058,677$2,119,340▲ $60,663
Total Net Assets Fund Balance$2,058,677$2,119,340▲ $60,663
Total Liabilities and Net Assets / Fund Balance$2,058,677$2,119,340▲ $60,663
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Erin EdwardsExecutive DirectorPT$66,036$66,036

Board Members and Trustees

NameTitle
Karen ChandlerPast President
Jennie CarruthPresident
Teresa StarrAt Large
Cristina LicariAt-Large
Joan ScharfAt-Large
Sherry WardAt-Large
Becky WillifordCorr. Secretary
Mitzi YountParliamentarian
Leslie AronovitzTreasurer
Mimi ComptonVP Awards
Kendra MayVP, Edu & Prog
Julie AdamsVP, Grants
Jane LlewellynVP, Membership
Revenue and Support

Revenue Composition

Contributions and Grants
$62,760
Program Service Revenue
$24,840
Investment Income
$57,904
Other Revenue
$-2,024
All Other Contributions
$36,950
Change in Net Assets
$-53,836
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$91,122
Salaries, Compensation, and Employee Benefits$69,996
Other Expenses$36,198
Total Fundraising Expense$4,607
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$91,122--$91,122
Current Officers, Directors, Trustees, and Key Employees$52,497$13,999$3,500$69,996
Fees for Service Investment Mgmnt Fees-$19,315-$19,315
Fees for Services Accounting$225$2,410$205$2,840
Insurance$258$1,033-$1,291
Office Expenses$276$233-$509
Advertising$400-$100$500
All Other Expenses$312$103$41$456
Other Expenses$134$129$129$392
Total Functional Expenses$154,992$37,717$4,607$197,316
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Care RingCharlotte, NC-Contribution to Mission$25,000
Crittenton of NCCharlotte, NC-Contribution to Mission$25,000
Bee MightyCharlotte, NC-Contribution to Mission$20,000
Pats Place Child Advocacy CeCharlotte, NC-Contribution to Mission$20,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$7,724
Fundraising Gross Income$5,700
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Meeting$5,390$3,890$189$3,701
Community Health Class$24,460$150$1,927$-1,777
Total Events$29,850$4,040$7,724$-3,684
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Healthy Charlotte Alliance had 125 members, including10 Investing Couples (20 members) @ $75015 Investing Members @ $5005 Supporting Couples (10 members) @ $25054 Supporting Members @ $1505 Young Professional Members @ $757 Emeritus Members @ $501 In-Kind Member8 Scholarship Members5 Complimentary Members”

Form 990, Part VI, Section A, Line 7B

“Members have the opportunity to vote and approve the annual budget and Board of Directors. Also, Investing members vote on the final grant awards.”

Form 990, Part VI, Section B, Line 11B

“Our Form 990 is prepared by our CPA and is reviewed by the Finance Committee. It is also offered to the complete Board for review if they would like to do so.”

Form 990, Part VI, Section C, Line 19

“Made available upon request.”

Filing and Contact Details

Filer

Filer Name
Healthy Charlotte Alliance Inc
EIN
56-1356858
Phone
7049410734
Address
338 South Sharon Amity Road 504, Charlotte, NC 28211

Signing Officer

Name
Jennie Carruth
Title
Current President
Signed
2025-09-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennie Carruth
Formed
1982
Legal Domicile
Nc
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
20

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
Preparer
Garrett Summers
Phone
7043721515
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IRS990/Form990PartVIISectionAGrp/PersonNm8Mitzi Yount
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IRS990/Form990PartVIISectionAGrp/PersonNm10Cristina Licari
IRS990/Form990PartVIISectionAGrp/PersonNm11Jane Llewellyn
IRS990/Form990PartVIISectionAGrp/PersonNm12Becky Williford
IRS990/Form990PartVIISectionAGrp/PersonNm13Julie Adams
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IRS990/MissionDesc0Healthy Charlotte Alliance (Alliance) is a non-profit organization whose purpose is to improve the health and quality of life for all people of Mecklenburg County. It offers educational and informative events and lectures about health and wellness; grants and awards given through our endowment; and fun, informative meetings for members.
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