HELEN NEWBERRY JOY HOSPITAL POST

EIN: 376700105 Mutual Benefit

CHARLOTTE, NC

Total Revenue
$334,732
Total Expenses
$88,113
Total Assets
$3,862,967
Net Assets
$3,862,967
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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
MO
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.

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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 $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

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Governance

Voting Members
1
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
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 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
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