Civic Intelligence

Johnston Memorial Hospital Foundation

EIN 56-1831806 • 501(c)3 • Smithfield, NC

Profile

Johnston health foundation seeks to improve the health and well-being of the people in our communities by supporting the patients, programs, and services of unc health johnston. The foundation seeks to be a philanthropic leader and catalyst for collaborations that result in equitable access to care and healthier communities. The main areas of focus are: 1. Access to care: working to ensure that everyone can access care regardless of ability to pay. 2. Holistic care: supporting unc health johnston's patients with all aspects of care and teammates (staff) with professional advancement and well-being needs. 3. Innovative and preventative care: funding cutting-edge programs and awareness initiatives designed with vulnerable populations in mind. 4. End-of-life care: advocating and fundraising for hospice and bereavement support, ensuring patients receive quality end-of-life care with comfort, compassion, and dignity.

509 N Bright Leaf BlvdSmithfield, NC 27577

www.johnstonhealth.org/FOUNDATION

Siviq Scores

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

Liabilities / Assets

38th percentile

0.02x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

46th percentile

0.06x

Higher debt load relative to revenue than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

77th percentile

19%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

80th percentile

37%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Assets

Up

$3,879,694

Up $372,490 (+11%) from 2024

Liabilities

Down

$75,370

Down $1,245 (-1.6%) from 2024

Net Assets

Up

$3,804,324

Up $373,735 (+11%) from 2024

Revenue

Up

$1,433,792

Up $174,558 (+14%) from 2024

Expenses

Up

$1,151,495

Up $314,266 (+38%) from 2024

Net Income

Down

$282,297

Down $139,708 (-33%) from 2024

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,611,084Liabilities 2010: $355,408Net Assets 2010: $1,255,6762010Assets 2011: $1,268,854Liabilities 2011: $9,714Net Assets 2011: $1,259,1402011Assets 2012: $1,335,221Liabilities 2012: $47,414Net Assets 2012: $1,287,8072012Assets 2013: $1,304,478Liabilities 2013: $3,787Net Assets 2013: $1,300,6912013Assets 2014: $1,494,327Liabilities 2014: $8,997Net Assets 2014: $1,485,3302014Assets 2015: $1,877,150Liabilities 2015: $15,373Net Assets 2015: $1,861,7772015Assets 2016: $1,704,884Liabilities 2016: $46,744Net Assets 2016: $1,658,1402016Assets 2017: $1,503,954Liabilities 2017: $672Net Assets 2017: $1,503,2822017Assets 2018: $1,770,719Liabilities 2018: $7,125Net Assets 2018: $1,763,5942018Assets 2019: $1,845,775Liabilities 2019: $3,718Net Assets 2019: $1,842,0572019Assets 2020: $1,993,549Liabilities 2020: $23,130Net Assets 2020: $1,970,4192020Assets 2021: $2,670,523Liabilities 2021: $24,391Net Assets 2021: $2,646,1322021Assets 2022: $2,469,323Liabilities 2022: $169,776Net Assets 2022: $2,299,5472022Assets 2023: $3,124,199Liabilities 2023: $169,066Net Assets 2023: $2,955,1332023Assets 2024: $3,507,204Liabilities 2024: $76,615Net Assets 2024: $3,430,5892024Assets 2025: $3,879,694Liabilities 2025: $75,370Net Assets 2025: $3,804,3242025

Highlighted filing

2025

Assets$3,879,694
Liabilities$75,370
Net Assets$3,804,324

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,799,2322010Revenue 2011: $314,268Expenses 2011: $265,591Net Income 2011: $48,6772011Expenses 2012: $202,8432012Revenue 2013: $336,966Expenses 2013: $324,082Net Income 2013: $12,8842013Revenue 2014: $275,887Expenses 2014: $91,248Net Income 2014: $184,6392014Revenue 2015: $603,800Expenses 2015: $227,353Net Income 2015: $376,4472015Revenue 2016: $586,040Expenses 2016: $789,677Net Income 2016: -$203,6372016Revenue 2017: $322,194Expenses 2017: $486,404Net Income 2017: -$164,2102017Revenue 2018: $563,667Expenses 2018: $308,298Net Income 2018: $255,3692018Revenue 2019: $481,608Expenses 2019: $434,887Net Income 2019: $46,7212019Revenue 2020: $722,893Expenses 2020: $626,883Net Income 2020: $96,0102020Revenue 2021: $971,989Expenses 2021: $392,560Net Income 2021: $579,4292021Revenue 2022: $670,771Expenses 2022: $769,801Net Income 2022: -$99,0302022Revenue 2023: $1,306,507Expenses 2023: $800,191Net Income 2023: $506,3162023Revenue 2024: $1,259,234Expenses 2024: $837,229Net Income 2024: $422,0052024Revenue 2025: $1,433,792Expenses 2025: $1,151,495Net Income 2025: $282,2972025

Highlighted filing

2025

Revenue$1,433,792
Expenses$1,151,495
Net Income$282,297

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.88$0.08$3.80$1.43$1.15$0.28
2024Detailed filing. Detailed filing data is available for this year.$3.51$0.08$3.43$1.26$0.84$0.42
2023Detailed filing. Detailed filing data is available for this year.$3.12$0.17$2.96$1.31$0.80$0.51
2022Detailed filing. Detailed filing data is available for this year.$2.47$0.17$2.30$0.67$0.77$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.67$0.02$2.65$0.97$0.39$0.58
2020Detailed filing. Detailed filing data is available for this year.$1.99$0.02$1.97$0.72$0.63$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.84$0.48$0.43$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.77$0.01$1.76$0.56$0.31$0.26
2017Summary only. Only limited summary data is available for this year.$1.50$0.00$1.50$0.32$0.49$0.16
2016Summary only. Only limited summary data is available for this year.$1.70$0.05$1.66$0.59$0.79$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.88$0.02$1.86$0.60$0.23$0.38
2014Detailed filing. Detailed filing data is available for this year.$1.49$0.01$1.49$0.28$0.09$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$0.34$0.32$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.05$1.29$0.20
2011Summary only. Only limited summary data is available for this year.$1.27$0.01$1.26$0.31$0.27$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.36$1.26$2.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 4, 2026
Return Version
2024v5.0
Gross Receipts
$1,849,185
Mission and Program Overview

Mission

Johnston health foundation seeks to improve the health and well-being of the people in our communities by supporting the patients, programs, and services of unc health johnston. The foundation seeks to be a philanthropic leader and catalyst for collaborations that result in equitable access to care and healthier communities. The main areas of focus are: 1. Access to care: working to ensure that everyone can access care regardless of ability to pay. 2. Holistic care: supporting unc health johnston's patients with all aspects of care and teammates (staff) with professional advancement and well-being needs. 3. Innovative and preventative care: funding cutting-edge programs and awareness initiatives designed with vulnerable populations in mind. 4. End-of-life care: advocating and fundraising for hospice and bereavement support, ensuring patients receive quality end-of-life care with comfort, compassion, and dignity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,732,046$1,805,728▲ $73,682
Investments in Publicly Traded Securities$1,286,687$1,410,799▲ $124,112
Pledges and Grants Receivable$155,685$283,185▲ $127,500
Cash and Non-Interest-Bearing Accounts$23,534$34,579▲ $11,045
Total Assets$3,507,204$3,879,694▲ $372,490
Other Assets Total$309,252$345,403▲ $36,151
Liabilities
Accounts Payable and Accrued Expenses$75,655$52,022▼ $23,633
Deferred Revenue$960$23,348▲ $22,388
Total Liabilities$76,615$75,370▼ $1,245
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,208,217$2,341,632▲ $133,415
Net Assets Without Donor Restrictions$1,222,372$1,462,692▲ $240,320
Total Net Assets Fund Balance$3,430,589$3,804,324▲ $373,735
Total Liabilities and Net Assets / Fund Balance$3,507,204$3,879,694▲ $372,490

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$80,666--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$334,474-▲ $42,798-$377,272
2023$51,508$12,180▲ $7,806-$71,494
2022$40,072$6,515▲ $4,921-$51,508
2021$41,128$6,750▼ $7,806-$40,072
2020$31,717$330▲ $9,081-$41,128
Compensation and Service Providers

Employees

NameTitleOtherTotal
Allison StricklandExecutive Di$145,519$145,519

Board Members and Trustees

NameTitle
Tammy HoltChair
Jason WenzelVice Chair
Brent GeorgeBoard Member
David PearceBoard Member
Earl Worley JrBoard Member
Elizabeth BakerBoard Member
Eric BrownleeBoard Member
Eric Janis MdBoard Member
Jeff CarverBoard Member
Jeffrey HoltBoard Member
Karen LippittBoard Member
Kay KennedyBoard Member
Lynn BowlesBoard Member
Mike MarvelBoard Member
Sandra ThompsonBoard Member
Shaylah JonesBoard Member
Tommy WilliamsBoard Member
Wally EleyBoard Member
Wanda Robinson LeeBoard Member
Iris GreenSecretary
Jeff PopeTreasurer
John ScovilTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,376,403
Program Service Revenue
$0
Investment Income
$145,442
Other Revenue
$-88,053
All Other Contributions
$988,507
Change in Net Assets
$282,297

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,433,792
Revenue Not Reported on Form 990
$537,244
Total Revenue per Audited Statements
$1,971,036
Total Revenue per Form 990
$1,433,792
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,031,567
Other Expenses$119,928
Total Fundraising Expense$44,303
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,031,567--$1,031,567
Fees for Services Accounting-$32,663-$32,663
Other Expenses$18,750$7,532$141$7,532
Total Functional Expenses$1,050,317$56,875$44,303$1,151,495

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,597,301
Expenses per Audited Statements$1,151,495
Total Expenses per Form 990$1,151,495
Expenses Not Reported on Form 990$445,806
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Johnston Health ServicesSmithfield, NC115Healthcare Support$1,031,567
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$124,013
Fundraising Gross Income$29,620
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Derby Day$184,962$24,340$27,284$-2,944
Golf Tournament$107,358$5,280$8,462$-3,182
Total Events$292,320$29,620$124,013$-94,393
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 1A

The executive committee is composed of the chairperson, vice chairperson, secretary, and treasurer, and a member of the committee will be a designated unc health johnston vice president, who shall not be entitled to vote. Per the bylaws, the executive committee is authorized to carry out any actions that the board of directors can carry out, except amend bylaws or articles of incorporation, make appointments to or remove persons from the bod, and make commitments to spend, encumber, donate, or otherwise enter into any monetary transactions involving amounts of 5,000 or more and such other action as the board of directors may prescribe.

Form 990, Page 6, Part VI, Line 11B

The treasurer, foundation director, johnston health vp of marketing and communications, and the foundation accountant review the 990 before the return is filed with the irs.

Form 990, Page 6, Part VI, Line 12C

The conflict of interest policy is provided to directors at the annual january meeting, and directors must sign the document. The conflict of interest policy is mentioned at the beginning of every board meeting and every finance committee meeting.

Form 990, Page 6, Part VI, Line 15A

Unc health johnston's hr director is responsible for reviewing and determining compensation and salary range for the foundation director. The salary companalyst is the salary benchmarking tool used. Hr currently has access to over 30 salary surveys through the system. The analysis is based on geographic region, revenue, type and size of the organization, and other breakdowns. All relevant survey information is compiled in a report that projects the appropriate salary range and the 50th percentile for each position reviewed. The process is completed at least annually. It is part of the annual budgeting process for johnston health.

Form 990, Page 6, Part VI, Line 19

The johnston health foundation makes its governing documents and conflict of interest policy available to the public upon request only. Three years of audited financial statements and 3 years of irs form 990s can be found on the foundation's website.

Filing and Contact Details

Filer

Filer Name
Johnston Memorial Hospital
EIN
56-1831806
Phone
9199387169
Address
509 N BRIGHT LEAF BLVD, SMITHFIELD, NC 27577
Doing Business As
Johnston Health Foundation

Signing Officer

Name
John Scovil
Title
Treasurer
Phone
9199387169
Signed
2026-03-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tammy Holt
Formed
1992
Legal Domicile
Nc
Voting Board Members
22
Independent Board Members
21
Employees
0
Volunteers
163

Preparer

Firm
Langdon & Company Llp
Address
223 US HIGHWAY 70 EAST SUITE 100, GARNER, NC 27529-4051
Preparer
Susan Dean
Phone
9196621001
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Johnston health foundation seeks to improve the health and well-being of the people in our communities by supporting the patients, programs, and services of unc health johnston. The foundation seeks to be a philanthropic leader and catalyst for collaborations that result in equitable access to care and healthier communities. The main areas of focus are: 1. Access to care: working to ensure that everyone can access care regardless of ability to pay. 2. Holistic care: supporting unc health johnston's patients with all aspects of care and teammates (staff) with professional advancement and well-being needs. 3. Innovative and preventative care: funding cutting-edge programs and awareness initiatives designed with vulnerable populations in mind. 4. End-of-life care: advocating and fundraising for hospice and bereavement support, ensuring patients receive quality end-of-life care with comfort, compassion, and dignity.

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

General support of the foundation

Schedule D, Page 3, Part X

The foundation evaluates any uncertain tax positions. Accordingly, the foundations policy is to record a liability for any tax position taken that is beneficial to the foundation, including any related interest and penalties, when it is more likely than not the position of management with respect to a transaction or class of transactions will be overturned by a taxing authority upon examination. Management does not believe any significant income tax uncertainties exist as of june 30, 2025.

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IRS990/ActivityOrMissionDesc0JOHNSTON HEALTH FOUNDATION SEEKS TO IMPROVE THE HEALTH AND WELL-BEING OF THE PEOPLE IN OUR COMMUNITIES BY SUPPORTING THE PATIENTS, PROGRAMS, AND SERVICES OF UNC HEALTH JOHNSTON. THE FOUNDATION SEEKS TO BE A PHILANTHROPIC LEADER AND CATALYST FOR COLLABORATIONS THAT RESULT IN EQUITABLE ACCESS TO CARE AND HEALTHIER COMMUNITIES. THE MAIN AREAS OF FOCUS ARE: 1. ACCESS TO CARE: WORKING TO ENSURE THAT EVERYONE CAN ACCESS CARE REGARDLESS OF ABILITY TO PAY. 2. HOLISTIC CARE: SUPPORTING UNC HEALTH JOHNSTON'S PATIENTS WITH ALL ASPECTS OF CARE AND TEAMMATES (STAFF) WITH PROFESSIONAL ADVANCEMENT AND WELL-BEING NEEDS. 3. INNOVATIVE AND PREVENTATIVE CARE: FUNDING CUTTING-EDGE PROGRAMS AND AWARENESS INITIATIVES DESIGNED WITH VULNERABLE POPULATIONS IN MIND. 4. END-OF-LIFE CARE: ADVOCATING AND FUNDRAISING FOR HOSPICE AND BEREAVEMENT SUPPORT, ENSURING PATIENTS RECEIVE QUALITY END-OF-LIFE CARE WITH COMFORT, COMPASSION, AND DIGNITY.
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