EAST CAROLINA UNIVERSITY MEDICAL & HEALTH SCIENCES FOUNDATION INC (EIN 237138921) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

SCOTT SENATORE

Phone

2528475626

Tax Period

2023-07-01 to 2024-06-30

EAST CAROLINA UNIVERSITY MEDICAL & HEALTH SCIENCES FOUNDATION INC, founded in 1969, is a community nonprofit that reported $5.3M in total revenue in fiscal year 2023. Expenses of $6.0M exceeded revenue, resulting in a 13% operating deficit.

Mission

THE FOUNDATION EXISTS FOR THE PURPOSES OF SUPPORTING AND PROMOTING THE EDUCATIONAL AND CHARITABLE PURPOSES AND THE LAWFUL ACTIVITIES OF THE ECU HEALTH SCIENCES CAMPUS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,966,298

Program Service Revenue $95,362

Investment Income $50,187

Other Revenue $199,593

TOTAL REVENUE $5,311,440

Expense Breakdown

Grants Paid $2,720,948

Salaries & Benefits $0

Fundraising Expenses $593,960

Program Expenses $5,089,115

Other Expenses $3,280,102

TOTAL EXPENSES $6,001,050

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,311,440	$5,472,761	0.0%
Expenses	$6,001,050	$5,118,579	+0.2%
Net Income	$-689,610	$354,182	-2.9%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$277,418

Total Directors

$1,042,053

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILIP G ROGERS	DIRECTOR/CHANCELLOR	1.00	Director	$0	$159,448	$659,655
STEPHANIE M COLEMAN	DIRECTOR/VICE CHANCEL	1.00	Director	$0	$88,080	$382,398
DAVID J WHICHARD III	CHAIR	1.00	Officer Director	$0	$0	$0
WILLIAM P FRANKLIN JR	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DEANNA M BOYETTE	SECRETARY	1.00	Officer Director	$0	$0	$0
WILLIAM C BRODY	TREASURER	1.00	Officer Director	$0	$0	$0
RICK L BARE	DIRECTOR	1.00	Director	$0	$0	$0
CASSANDRA B BURT	DIRECTOR	1.00	Director	$0	$0	$0
PAUL R G CUNNINGHAM	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR B DUCK	DIRECTOR	1.00	Director	$0	$0	$0
EUGENE D FALLER	DIRECTOR	1.00	Director	$0	$0	$0
R SCOTT GRIFFIN	DIRECTOR	1.00	Director	$0	$0	$0
BENJAMIN V HARDY	DIRECTOR	1.00	Director	$0	$0	$0
VINCENT R JONES	DIRECTOR	1.00	Director	$0	$0	$0
J TODD KORNEGAY	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE H MACKEY	DIRECTOR	1.00	Director	$0	$0	$0
JULIUS Q MALLETTE	DIRECTOR	1.00	Director	$0	$0	$0
UDAY N REEBYE	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS L SOUTHERN	DIRECTOR	1.00	Director	$0	$0	$0
LEWIS R STRICKLAND	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN G TAFT	DIRECTOR	1.00	Director	$0	$0	$0
PHILLIP Z TIMMONS	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM W TRUSLOW	DIRECTOR	1.00	Director	$0	$0	$0
DAVID L WARD JR	DIRECTOR	1.00	Director	$0	$0	$0
HEBER W WINDLEY III	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN B YOUNGS	DIRECTOR	1.00	Director	$0	$0	$0
JOEL B STOCKS	EXECUTIVE TREASURER	15.00	Officer	$0	$38,300	$170,668
SCOTT S SENATORE	PRESIDENT	40.00	Officer	$0	$0	$106,750
HERBERT G GARRISON III	FORMER PRESIDENT	40.00		$0	$52,113	$376,527
JOSEPH S JENKINS	DIRECTOR	1.00		$0	$7,790	$61,495

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$5,311,440	$6,001,050	$85,188,484	$-689,610
2023	$5,472,761	$5,118,579	$77,419,490	$354,182
2022	$7,062,387	$3,539,290	$78,750,982	$3,523,097
2021	$5,234,264	$4,106,900	$74,552,828	$1,127,364
2020	$4,989,754	$2,935,255	$53,685,237	$2,054,499
2019	$2,764,251	$3,317,031	$50,632,073	$-552,780
2018	$5,504,224	$3,652,229	$48,733,236	$1,851,995

EAST CAROLINA UNIVERSITY MEDICAL & HEALTH SCIENCES FOUNDATION INC