Liabilities / Assets
53rd percentile
Higher debt load relative to assets than 53% of similar nonprofits.
Hayward Institute Inc.
EIN 86-1888641 • 501(c)3 • Winston Salem, NC
Pub. 78 EligibleNTEE E05
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.04x
Liabilities / Revenue
55th percentile
Higher debt load relative to revenue than 55% of similar nonprofits.
Net Margin
65th percentile
Higher net margin than 65% of similar nonprofits.
Top Officer Pay
90th percentile
Higher top officer pay than 90% of similar nonprofits.
Top officer pay equals 29.5% of source-year revenue.
Asset Growth
74th percentile
Faster asset growth than 74% of similar nonprofits.
Revenue Growth
67th percentile
Faster revenue growth than 67% of similar nonprofits.
Balance Sheet
Assets
Up$733,246
Up $133,886 (+22%) from 2023
Liabilities
Up$28,802
Up $14,373 (+100%) from 2023
Net Assets
Up$704,444
Up $119,513 (+20%) from 2023
Revenue
Up$631,757
Up $131,757 (+26%) from 2023
Expenses
Up$512,244
Up $162,397 (+46%) from 2023
Net Income
Down$119,513
Down $30,640 (-20%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $733,246
- Liabilities
- $28,802
- Net assets
- $704,444
- Revenue
- $631,757
- Expenses
- $512,244
- Net income
- $119,513
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Nov 10, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $631,757
Mission and Program Overview
Mission
See Schedule O
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $599,360 | $730,951 | ▲ $131,591 |
| Prepaid Expenses and Deferred Charges | - | $2,295 | - |
| Total Assets | $599,360 | $733,246 | ▲ $133,886 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $14,429 | $28,802 | ▲ $14,373 |
| Total Liabilities | $14,429 | $28,802 | ▲ $14,373 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $584,931 | $704,444 | ▲ $119,513 |
| Total Net Assets Fund Balance | $584,931 | $704,444 | ▲ $119,513 |
| Total Liabilities and Net Assets / Fund Balance | $599,360 | $733,246 | ▲ $133,886 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Julie Bradley | Executive Director | FT | $169,600 | $16,809 | $186,409 |
Board Members and Trustees
| Name | Title |
|---|---|
| Bill Hayward | President |
| Annarie Lyles | Secretary |
| David Hofele | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $631,757
- Program Service Revenue
- $0
- Investment Income
- $0
- Other Revenue
- $0
- All Other Contributions
- $631,757
- Change in Net Assets
- $119,513
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $631,757
- Total Revenue per Audited Statements
- $631,757
- Total Revenue per Form 990
- $631,757
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $288,843 |
| Salaries, Compensation, and Employee Benefits | $200,401 |
| Grants and Similar Amounts Paid | $23,000 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | $139,807 | $46,602 | - | $186,409 |
| Other Expenses | $162,975 | - | - | $162,975 |
| Fees for Services Legal | $38,799 | $988 | - | $39,787 |
| Fees for Services Other | $34,609 | - | - | $34,609 |
| Grants to Domestic Orgs | $23,000 | - | - | $23,000 |
| Fees for Services Accounting | - | $20,403 | - | $20,403 |
| Payroll Taxes | $10,494 | $3,498 | - | $13,992 |
| Insurance | $7,552 | $2,517 | - | $10,069 |
| Office Expenses | $6,795 | $2,396 | - | $9,191 |
| Information Technology | $6,171 | $260 | - | $6,431 |
| Travel | $2,196 | $2,782 | - | $4,978 |
| All Other Expenses | $300 | $100 | - | $400 |
| Total Functional Expenses | $432,698 | $79,546 | $0 | $512,244 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $512,244 |
| Total Expenses per Audited Statements | $512,244 |
| Total Expenses per Form 990 | $512,244 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Commonweal | Bolinas, CA | 501c3 | Nurse program subgrant | $23,000 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Federal income taxes | - |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- 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
- Yes
- 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 2
“Bill Hayward is married to the sister of Annarie Lyles.”
Form 990, Part VI, Section A, Line 6
“The Corporation shall have one or more Members, with such number to be determined by a majority vote of the Members from time to time.”
Form 990, Part VI, Section A, Line 7A
“An individual or entity may be added as a Member upon being proposed for Membership by any Member and upon receiving the affirmative vote of a majority of all of the Members.”
Form 990, Part VI, Section A, Line 7B
“In addition to any actions required to be approved by the Members in accordance with applicable law and other provisions of these bylaws or the Certificate of Incorporation, approval of the Members will be required for the following actions i merger, consolidation, liquidation, or dissolution of the Corporation ii sale, lease, or other transfer of a material portion, substantially all or all of the assets of the Corporation or iii any amendment to the Certificate of Incorporation or these bylaws.”
Form 990, Part VI, Section A, Line 8B
“The Organization did not have Board Committees during the current year.”
Form 990, Part VI, Section B, Line 11B
“A copy of the completed Form 990 is provided to all Board Members prior to filing.”
Form 990, Part VI, Section B, Line 12C
“Discussions held at regularly held board meetings. Additionally, when the annual attestation is done, all conflict of interest forms are sent for review by other members.”
Form 990, Part VI, Section B, Line 15A
“Market analysis was conducted in Fall 2022 and considered for 2023 compensation. The board reviews and discusses compensation rates annually to determine if new market analyses and/or adjustments are needed. It was decided that the market did not substantially change within 2023 and a new market anaysis was not necessary. The only compensated officer or key employee is the Executive Director.”
Form 990, Part VI, Section C, Line 19
“The Form 990, governing documents, and financial statements are available to the public for review upon request.”
Filing and Contact Details
Filer
- Filer Name
- Hayward Institute Inc
- EIN
- 86-1888641
- Phone
- 3369300140
- Address
- C/O Outfitters4 Inc 717 Coliseum Dr, Winston Salem, NC 27106
Signing Officer
- Name
- Julie Bradley
- Title
- Executive Director
- Phone
- 3369300140
- Signed
- 2025-11-10
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Julie Bradley
- Formed
- 2021
- Legal Domicile
- De
- Voting Board Members
- 3
- Independent Board Members
- 3
- Employees
- 1
- Volunteers
- 3
Preparer
- Firm
- Outfitters4 Inc
- Address
- 717 Coliseum Dr NW, Winston Salem, NC 27106
- Preparer
- Brittany Emery
- Phone
- 8889299499
Supplemental Narrative
Additional Explanations
Form 990, Part I, Line 1
“To affect change in systems, institutions and individuals around healthy homes by raising awareness around the relationship between homes, home habits, and health, translating healthy home goals as defined by science into best practices to achieve them, illuminating pathways for actionable choices and changes that would result in healthy homes, and focusing on issues of equity for access to information and tools to support healthy homes. Hayward Institute launched programs for school-based education healthcare sector training and education and broadened thought leadership work.”
Form 990, Part III, Line 1
“To affect change in systems, institutions and individuals around healthy homes by raising awareness around the relationship between homes, home habits, and health, translating healthy home goals as defined by science into best practices to achieve them, illuminating pathways for actionable choices and changes that would result in healthy homes, and focusing on issues of equity for access to information and tools to support healthy homes. Hayward Institute launched programs for school-based education healthcare sector training and education and broadened thought leadership work.”
Form 990, Part III, Line 2
“While in previous years the organization was developing the school-based and healthcare sectors programs, and therefore responded no to this question in 2023, these programs were launched in 2024.”
Form 990, Part III, Line 3
“The organization broadened thought leadership work by contracting and engaging academic teams.”
Form 990, Part XII, Line 2C
“The Board of Directors is responsible for the oversight of the audit of its financial statements and selection of an indpendent accountant.”
Financial Statement Notes
X 2
“The Organization is exempt from federal and state income taxes on its related activities under Internal Revenue Service Code Section 501c3. Accordingly, no provision for federal and state income taxes has been made.The Organization files the required federal and state information returns. Whenever tax returns are filed, the filing organization must evaluate the merits of its tax positions and determine if they will be ultimately sustained. Those tax positions for the Organization include maintaining their tax exempt status and the taxability of any unrelated business income. The Organization believes these positions are sustainable. Although the Organization has not incurred any interest and penalties associated with these positions, it is their policy to expense them in the statement of activities.”
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| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | Closely-held equity interests |
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| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | The Organization is exempt from federal and state income taxes on its related activities under Internal Revenue Service Code Section 501c3. Accordingly, no provision for federal and state income taxes has been made.The Organization files the required federal and state information returns. Whenever tax returns are filed, the filing organization must evaluate the merits of its tax positions and determine if they will be ultimately sustained. Those tax positions for the Organization include maintaining their tax exempt status and the taxability of any unrelated business income. The Organization believes these positions are sustainable. Although the Organization has not incurred any interest and penalties associated with these positions, it is their policy to expense them in the statement of activities. |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | Julie Bradley |
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| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 0 | The Board sets the Executive Director compensation, documented in written records. Also see Schedule O. |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | To affect change in systems, institutions and individuals around healthy homes by raising awareness around the relationship between homes, home habits, and health, translating healthy home goals as defined by science into best practices to achieve them, illuminating pathways for actionable choices and changes that would result in healthy homes, and focusing on issues of equity for access to information and tools to support healthy homes. Hayward Institute launched programs for school-based education healthcare sector training and education and broadened thought leadership work. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | To affect change in systems, institutions and individuals around healthy homes by raising awareness around the relationship between homes, home habits, and health, translating healthy home goals as defined by science into best practices to achieve them, illuminating pathways for actionable choices and changes that would result in healthy homes, and focusing on issues of equity for access to information and tools to support healthy homes. Hayward Institute launched programs for school-based education healthcare sector training and education and broadened thought leadership work. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | While in previous years the organization was developing the school-based and healthcare sectors programs, and therefore responded no to this question in 2023, these programs were launched in 2024. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | The organization broadened thought leadership work by contracting and engaging academic teams. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Bill Hayward is married to the sister of Annarie Lyles. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | The Corporation shall have one or more Members, with such number to be determined by a majority vote of the Members from time to time. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | An individual or entity may be added as a Member upon being proposed for Membership by any Member and upon receiving the affirmative vote of a majority of all of the Members. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | In addition to any actions required to be approved by the Members in accordance with applicable law and other provisions of these bylaws or the Certificate of Incorporation, approval of the Members will be required for the following actions i merger, consolidation, liquidation, or dissolution of the Corporation ii sale, lease, or other transfer of a material portion, substantially all or all of the assets of the Corporation or iii any amendment to the Certificate of Incorporation or these bylaws. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | The Organization did not have Board Committees during the current year. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | A copy of the completed Form 990 is provided to all Board Members prior to filing. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Discussions held at regularly held board meetings. Additionally, when the annual attestation is done, all conflict of interest forms are sent for review by other members. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Market analysis was conducted in Fall 2022 and considered for 2023 compensation. The board reviews and discusses compensation rates annually to determine if new market analyses and/or adjustments are needed. It was decided that the market did not substantially change within 2023 and a new market anaysis was not necessary. The only compensated officer or key employee is the Executive Director. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | The Form 990, governing documents, and financial statements are available to the public for review upon request. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | The Board of Directors is responsible for the oversight of the audit of its financial statements and selection of an indpendent accountant. |
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| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part III, Line 1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part III, Line 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part III, Line 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Section A, Line 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part VI, Section A, Line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990, Part VI, Section A, Line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990, Part VI, Section A, Line 7b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990, Part VI, Section A, Line 8b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990, Part VI, Section B, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Form 990, Part VI, Section B, Line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Form 990, Part VI, Section B, Line 15a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Form 990, Part VI, Section C, Line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Form 990, Part XII, Line 2c |
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| IRS990/StatesWhereCopyOfReturnIsFldCd | 2 | DE |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 3 | NY |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 4 | RI |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 5 | UT |
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| IRS990/TotalVolunteersCnt | 0 | 3 |
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| IRS990/USAddress/AddressLine1Txt | 0 | 717 Coliseum Drive |
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| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
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| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Julie Bradley |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Executive Director |
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| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Brittany Emery |
| ReturnHeader/ReturnTs | 0 | 2025-11-10T09:30:56-00:00 |
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