NORTHERN SURRY FOUNDATION FOR BETTER HEALTH INC (EIN 383669834) - 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

1984

Legal Domicile

Principal Officer

DR DAVID R SHOCKLEY

Phone

3367197000

Tax Period

2023-10-01 to 2024-09-30

NORTHERN SURRY FOUNDATION FOR BETTER HEALTH INC, founded in 1984, is a small nonprofit in the Health Care sector that reported $326K in total revenue in fiscal year 2023. Revenue fell 98% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $224K, a strong 69% operating margin.

Mission

THE FOUNDATION'S MAIN PURPOSE IS TO SUPPORT NORTHERN REGIONAL HOSPITAL.

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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 $224,160

Program Service Revenue $0

Investment Income $99,633

Other Revenue $2,636

TOTAL REVENUE $326,429

Expense Breakdown

Grants Paid $32,631

Salaries & Benefits $21,586

Fundraising Expenses $0

Program Expenses $32,631

Other Expenses $48,421

TOTAL EXPENSES $102,638

Year-over-Year Comparison

	2023	2022	Change
Revenue	$326,429	$20,339,359	-1.0%
Expenses	$102,638	$5,049,154	-1.0%
Net Income	$223,791	$15,290,205	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID SHOCKLEY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
PHILIP SNOW	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
TJ BLEDSOE	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT CORBIN MD	TRUSTEE	1.00	Director	$0	$0	$0
ANDY GILLESPIE	TRUSTEE	1.00	Director	$0	$0	$0
BILL GOINS	TRUSTEE	1.00	Director	$0	$0	$0
GREGORY PERKINS	TRUSTEE	1.00	Director	$0	$0	$0
JODY PHILLIPS	TRUSTEE	1.00	Director	$0	$0	$0
MARK ROGERS	TRUSTEE	1.00	Director	$0	$0	$0
ANN VAUGHN	TRUSTEE	1.00	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
2024	$326,429	$102,638	$23,714,092	$223,791
2023	$20,339,359	$5,049,154	$22,985,720	$15,290,205
2022	$5,008,125	$131,013	$7,403,607	$4,877,112
2021	$186,449	$44,516	$3,094,567	$141,933
2020	$157,085	$42,172	$2,512,832	$114,913
2019	$116,590	$11,134	$2,229,097	$105,456
2018	$236,447	$70,608	$2,142,410	$165,839

NORTHERN SURRY FOUNDATION FOR BETTER HEALTH INC