Delta Health Foundation Inc
Nonprofit profile at a glance
- EIN
- 311732932
- IRS 990-EZ coverage
- 2022–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2021
- Location
- Charlotte, NC, USA
- Phone
- 7045600633
- Rating
- 97
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Group Health Practice (Health Maintenance Organizations)
Reported finances
- Revenue
- $134,516
- Expenses
- $136,465
- Assets
- $118,128
- Liabilities
- $13,118
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
6 people listed
People named in this filing
- CATHERINE KLEIN (BOARD MEMBER)
- SUSAN GEERKEN (BOARD MEMBER)
- TERRI BOLOTIN (BOARD MEMBER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Delta health foundation promotes wellness education through a balanced integration of conventional and complementary methods.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- 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
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 100
- Transparency & Controls: 100
- Sustainability: 35
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -1.4%; rating input score 29; 29th percentile among comparable filings
- Total-asset coverage ratio: 0.87; rating input score 55; 55th percentile among comparable filings
- Liabilities to assets ratio: 0.11; rating input score 23; 23rd percentile among comparable filings
- Officer compensation ratio: 16.5%; rating input score 18; 18th percentile among comparable filings
Growth
- Program expense growth: 34.4% per year; rating input score 100; 86th percentile among comparable filings
- Revenue growth: 20.4% per year; rating input score 100; 84th percentile among comparable filings
- Asset growth: 65% per year; rating input score 100; 96th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $136K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 3 filing years from 2022 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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 29/100.
- Review — Sustainability: Total-asset coverage ratio scored 55/100.
- High — Sustainability: Officer compensation ratio scored 18/100.
- High — Sustainability: Liabilities to assets ratio scored 23/100.