Healthy Charlotte Alliance Inc

Nonprofit profile at a glance

EIN
561356858
IRS 990 coverage
2015–2025
Forms available
Form 990 2025
Location
Charlotte, NC, USA
Phone
7049410734
Rating
85
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$138,595
Expenses
$206,475
Assets
$2,305,065
Liabilities
$0

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

Leadership & pay

14 people listed

Executive titles in this filing

  • Jennie Carruth (President)

Highest reported compensation

  • Erin Edwards (Executive Dir.): $70,973 total reported compensation

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

Overview

Mission

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.

What it reported doing in 2025

Community Health ClassroomIn alignment with our mission to build a healthier community, Healthy Charlotte Alliance launched its annual signature educational program, the Community Health Classroom, in 2006. This initiative is designed to inform the community about timely and relevant health topics through in-depth programming. Each year, the event features presentations by leading health experts. The Community Health Classroom provides a more comprehensive exploration of topics than our monthly Lunch and Learn sessions. This years topic covered the relationship between the environment and health.Annual MeetingThe Annual Meeting serves as a valuable opportunity to bring together our membership for both education, celebration, and social connection. This year, we were honored to feature author and mindset coach, who spoke on how to gain a more positive and active lifestyle. The event also celebrated our award recipients and grantees, culminating in the presentation of grant awards.Lunch and Learn ProgramsLunch and Learns focus on specific health topics and feature medical experts who provide insights and perspectives on those issues. This years topics included- SUICIDE PREVENTION & AWARENESS- STAYING SAFE in a DIGITAL WORLD- NOURISHING YOUR BODY & MIND- THE MEDICAL MARIJUANA DEBATE- The Mindful Caregiver

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 62% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 86
  • Transparency & Controls: 89
  • Accountability: 84
  • Sustainability: 39
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 78.7%; rating input score 79
  • Fundraising efficiency: $11.24 raised per $1 spent on fundraising; rating input score 40; 40th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 91.7%; rating input score 92; 20th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 98.9%; rating input score 99; 61st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 5 of 8 controls in place; rating input score 62
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -49%; rating input score 4; 4th percentile among comparable filings
  • Total-asset coverage ratio: 11.16; rating input score 91; 91st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 77; 77th percentile among comparable filings
  • Officer compensation ratio: 34.4%; rating input score 8; 8th percentile among comparable filings

Growth

  • Program expense growth: 6% per year; rating input score 100; 55th percentile among comparable filings
  • Revenue growth: 11% per year; rating input score 100; 72nd percentile among comparable filings
  • Asset growth: 2.5% per year; rating input score 100; 33rd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 78.7% of spending went to programs
  • Governance: 13 of 13 board members independent · 5 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $162K in reported program spending
  • Leadership: top reported pay $71K · 14 people listed
  • Consistency: 20 of 21 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors and grants
  • Filing history: 10 filing years from 2015 to 2025
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • Related organizations: 5 filed related-organization links
  • 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.

  • Review — Accountability: Governance controls: 3 of 8 not reported.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 40/100.
  • High — Sustainability: Operating margin scored 4/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • High — Sustainability: Officer compensation ratio scored 8/100.