HELEN NEWBERRY JOY HOSPITAL POST

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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

2018

Legal Domicile

Principal Officer

AMY MCCREARY

Phone

8775353910

Tax Period

2023-01-01 to 2023-12-31

HELEN NEWBERRY JOY HOSPITAL POST, founded in 2018, is a small nonprofit in the Mutual Benefit sector that reported $335K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $247K, a strong 74% operating margin.

Mission

TO FUND PLAN BENEFITS FOR EMPLOYEES AND FORMER EMPLOYEES ELIGIBLE TO RECEIVE RETIREE HEALTH BENEFITS UNDER THE PLAN.

Program Service Accomplishments

Program 1

HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.

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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 $0

Program Service Revenue $177,568

Investment Income $157,164

Other Revenue $0

TOTAL REVENUE $334,732

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $23,253

TOTAL EXPENSES $88,113

Year-over-Year Comparison

	2023	2022	Change
Revenue	$334,732	$256,073	+0.3%
Expenses	$88,113	$104,120	-0.2%
Net Income	$246,619	$151,953	+0.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.0		$1,500	$0	$1,500

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	No data	No data	No data	No data
2023	$334,732	$88,113	$3,862,967	$246,619
2022	$256,073	$104,120	$3,479,555	$151,953
2021	$234,047	$112,034	$3,522,010	$122,013
2020	$245,097	$90,207	$3,307,819	$154,890