GROVER C DALE MD MEDICAL RESEARCH TRUST C/O UNC HEALTH FOUNDATION INC

EIN: 311474626 501(c)(3) Philanthropy & Grantmaking

CHAPEL HILL, NC

Total Revenue
$10,022
Total Expenses
$541
Total Assets
$278,509
Net Assets
$278,509
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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
1995
Legal Domicile
NC
Principal Officer
JON ANGIER
Phone
9199661201
Tax Period
2023-07-01 to 2024-06-30

GROVER C DALE MD MEDICAL RESEARCH TRUST C/O UNC HEALTH FOUNDATION INC, founded in 1995, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $10K in total revenue in fiscal year 2023. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9K, a strong 95% operating margin.

Mission

TO PROVIDE INCOME TO BE USED FOR MEDICAL RESEARCH AT THE SCHOOL OF MEDICINE OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $10,022
Other Revenue $0
TOTAL REVENUE $10,022

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $541
TOTAL EXPENSES $541

Year-over-Year Comparison

2023 2022 Change
Revenue $10,022 $6,253 +0.6%
Expenses $541 $521 +0.0%
Net Income $9,481 $5,732 +0.7%
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

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Governance

Voting Members
1
Independent Members
1
Employees
N/A
Volunteers
N/A

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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 0.00
$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
2024 $10,022 $541 $278,509 $9,481
2020 $6,051 $21,804 $271,423 $-15,753
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