BRADLEY FREE CLINIC OF ROANOKE VALLEY INC (EIN 237380491) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1974

Legal Domicile

Principal Officer

JANINE UNDERWOOD

Phone

5403445156

Tax Period

2024-07-01 to 2025-06-30

BRADLEY FREE CLINIC OF ROANOKE VALLEY INC, founded in 1974, is a community nonprofit that reported $4.5M in total revenue in fiscal year 2017. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $4.3M left a modest 6% surplus.

Mission

THE MISSION OF THE BRADLEY FREE CLINIC IS TO PROVIDE COMPASSIONATE AND COMPREHENSIVE HEALTH CARE SERVICES IN PARTNERSHIP WITH HIGH QUALITY PROFESSIONAL VOLUNTEERS FOR UNDERSERVED RESIDENTS OF THE ROANOKE VALLEY AND SURROUNDING AREAS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,193,398

Program Service Revenue $331,741

Investment Income $586,944

Other Revenue $9,850

TOTAL REVENUE $7,121,933

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $1,913,780

Fundraising Expenses $195,231

Program Expenses $6,490,226

Other Expenses $5,170,557

TOTAL EXPENSES $7,085,337

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,121,933	$6,477,360	+0.1%
Expenses	$7,085,337	$6,226,928	+0.1%
Net Income	$36,596	$250,432	-0.9%

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

Volunteers

250

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

$220,546

Total Directors

$136,458

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIANNE DAVIS	DENTIST	40.00	Highest	$153,966	$10,404	$164,370
JAMES BLACK	PHARMACIST I	40.00	Highest	$125,288	$15,155	$140,443
JANINE UNDERWOOD	EXECUTIVE DI	40.00	Officer Director	$125,237	$11,221	$136,458
JOHNA JENKINS	PSYCHIATRIC	40.00	Highest	$103,643	$0	$103,643
SARAH YEARGAN	DIRECTOR OF	40.00	Officer	$73,419	$10,669	$84,088
MICHAEL G ABBOTT	BOARD MEMBER	2.00	Director	$0	$0	$0
NALLIENE M CHAVEZ	BOARD MEMBER	2.00	Director	$0	$0	$0
APOSTOLOS P DALLAS	BOARD MEMBER	2.00	Director	$0	$0	$0
VARSHA DESAI	BOARD MEMBER	2.00	Director	$0	$0	$0
PETER V DYKE DAVIES II	SECRETARY	2.00	Officer Director	$0	$0	$0
A SIDNEY BARRITT III	BOARD MEMBER	2.00	Director	$0	$0	$0
HEMAN MARSHALL III	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN E GARDNER III	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
A MORRIS TURNER JR	BOARD MEMBER	2.00	Director	$0	$0	$0
ROY BUCHER JR	BOARD MEMBER	2.00	Director	$0	$0	$0
THOMAS M KERKERING	BOARD MEMBER	2.00	Director	$0	$0	$0
PAUL KUHNEL	LEGAL COUNSE	2.00	Director	$0	$0	$0
CELESTIA S LAWRENCE	TREASURER	2.00	Officer Director	$0	$0	$0
TODD MARCUM	BOARD MEMBER	2.00	Director	$0	$0	$0
SCOTT K MILLER	BOARD MEMBER	2.00	Director	$0	$0	$0
WILLIAM U MOORE	BOARD MEMBER	2.00	Director	$0	$0	$0
CYNTHIA MORROW	BOARD MEMBER	2.00	Director	$0	$0	$0
SUE NUSSBAUM	BOARD MEMBER	2.00	Director	$0	$0	$0
TOMMY PAGE	BOARD MEMBER	2.00	Director	$0	$0	$0
RANDALL R RHEA	PRESIDENT	2.00	Officer Director	$0	$0	$0
ROBERT TRESTMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
E MARK WATTS	BOARD MEMBER	2.00	Director	$0	$0	$0

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	$7,121,933	$7,085,337	$11,441,989	$36,596
2024	$6,477,360	$6,226,928	$11,522,382	$250,432
2023	$5,228,672	$5,298,502	$11,009,027	$-69,830
2022	$4,989,538	$4,691,533	$10,984,887	$298,005
2021	$4,854,305	$4,563,672	$11,273,120	$290,633
2020	$4,369,998	$4,264,492	$9,231,176	$105,506
2019	$4,100,666	$4,435,734	$8,911,297	$-335,068
2018	$4,547,558	$4,295,806	$9,098,809	$251,752

BRADLEY FREE CLINIC OF ROANOKE VALLEY INC