Charlotte Health Initiative Inc

Nonprofit profile at a glance

EIN
465640298
IRS 990 coverage
2017–2025
Forms available
Form 990 2025, Form 990-N 2016
Location
Charlotte, NC, USA
Phone
9809398030
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Public Health Program (Includes General Health and Wellness Promotion Services)

Official website

Reported finances

Revenue
$9
Expenses
$540,013
Assets
$4,468,817
Liabilities
$211,718

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • TAGBO EKWONU (President)

Highest reported compensation

  • TAGBO EKWONU (President): $421,404 total reported compensation
  • AMAKA EKWONU (Director): $105,018 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide uninsured and underinsured individuals living with HIV with access to quality HIV care and to bridge the gap in services for those insured but lack coverage for certain necessary medical services.

What it reported doing in 2025

Total Number of Clients Served - 472 Total Number of Units of Service - 3,685 Ambulatory Primary Care services provided - 472 patients with 1,537 primary care office visits. Laboratory Services Provided - 257 patients with 651 lab specimens with 4,854 individual tests. Medical Case Management Services Provided - 269 patients with 690 units of service. Insurance Copay Assistance Services - 278 patients with 788 units of financial assistance provided to insured patients to help meet deductibles, coinsurance and copayment rewuirements for medical services. Specialistss Services Provided - 18 patients with 19 units of service including colonoscopies, eye exams and mammograms,

Operating model

Revenue model
Investment-supported. 100% of the money available for current operations came from recurring investment income.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 82
  • Transparency & Controls: 76
  • Accountability: 91
  • Sustainability: 21
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 79%; rating input score 79
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -6,000,044.4%; rating input score 0; 0th percentile among comparable filings
  • Total-asset coverage ratio: 8.28; rating input score 61; 61st percentile among comparable filings
  • Liabilities to assets ratio: 0.05; rating input score 17; 17th percentile among comparable filings
  • Officer compensation ratio: 40.3%; rating input score 5; 5th percentile among comparable filings

Growth

  • Program expense growth: -2.2% per year; rating input score 0; 42nd percentile among comparable filings
  • Revenue growth: -5.9% per year; rating input score 0; 39th percentile among comparable filings
  • Asset growth: 19.7% per year; rating input score 100; 89th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 79% of spending went to programs
  • Governance: 5 of 5 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $540K in reported program spending
  • Leadership: top reported pay $421K · 5 people listed · 2 of 6 pay-setting controls reported
  • Consistency: 26 of 26 current checks pass
  • Schedules: 5 filed schedules · includes executive pay
  • Filing history: 9 filing years from 2017 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • High — Sustainability: Officer compensation ratio scored 5/100.
  • High — Sustainability: Liabilities to assets ratio scored 17/100.