THE CCHC FOUNDATION (EIN 462774598) - 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

2013

Legal Domicile

Principal Officer

JULIANNE WILLIS

Phone

2526729664

Tax Period

2020-07-01 to 2021-06-30

THE CCHC FOUNDATION, founded in 2013, is a small nonprofit in the Diseases & Disorders sector that reported $257K in total revenue in fiscal year 2020. Revenue surged 1227% from the prior year, signaling strong growth momentum. The organization ran a surplus of $229K, a strong 89% operating margin.

Mission

THE MISSION OF THE FOUNDATION IS TO PROVIDE SUPPORT IN CRAVEN, JONES, PAMLICO COUNTIES AND SURROUNDING AREAS FOR THE MIND, BODY AND SPIRITUAL NEEDS FOR PATIENTS AND FAMILIES INCLUDING THOSE EXPERIENCING CHRONIC ILLNESS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $255,802

Program Service Revenue $250

Investment Income $0

Other Revenue $1,389

TOTAL REVENUE $257,441

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,018

Other Expenses $28,145

TOTAL EXPENSES $28,145

Year-over-Year Comparison

	2020	2019	Change
Revenue	$257,441	$19,400	+12.3%
Expenses	$28,145	$101,403	-0.7%
Net Income	$229,296	$-82,003	-3.8%

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
JULIANNE WILLIS	PRESIDENT	0.50	Officer Director	$0	$0	$0
KATIE TAYLOR	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
GINGER GUNSTEN	SECRETARY	0.50	Officer Director	$0	$0	$0
SAMI BENNETT	TREASURER	0.50	Officer Director	$0	$0	$0
TINA PERRUQUET	DIRECTOR	2.00	Director	$0	$0	$0
SUE MURRAY	DIRECTOR	2.00	Director	$0	$0	$0
KATHERINE HAROLDSON	DIRECTOR	2.00	Director	$0	$0	$0
KIM HUDDLE	DIRECTOR	2.00	Director	$0	$0	$0
KRISTIE MCADEN	DIRECTOR	2.00	Director	$0	$0	$0
KAREN SEGAL	DIRECTOR	2.00	Director	$0	$0	$0
BETSY TAYLOE	DIRECTOR	2.00	Director	$0	$0	$0
ANNE NUCKOLLS	DIRECTOR	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
2021	$257,441	$28,145	$234,502	$229,296

THE CCHC FOUNDATION