VC MEDICAL ENDOWMENT TRUST (EIN 476343397) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

JOHN G ROCOVICH JR

Phone

5407748800

Tax Period

2024-07-01 to 2025-06-30

VC MEDICAL ENDOWMENT TRUST, founded in 2014, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.5M in total revenue in fiscal year 2020. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $675K, a strong 46% operating margin.

Mission

THE EXCLUSIVE PURPOSES OF THIS TRUST ARE EDUCATIONAL AND CHARITABLE. THE TRUST IS FORMED AS A SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3) TO SUPPORT THE EXEMPT PURPOSES OF ITS SOLE BENEFICIARY - EDWARD VIA VIRGINIA COLLEGE OF OSTEOPATHIC MEDICINE (VCOM).

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,113,544

Other Revenue $0

TOTAL REVENUE $1,113,544

Expense Breakdown

Grants Paid $641,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $801,473

Other Expenses $160,473

TOTAL EXPENSES $801,473

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,113,544	$628,770	+0.8%
Expenses	$801,473	$759,070	+0.1%
Net Income	$312,071	$-130,300	-3.4%

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

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
JOHN G ROCOVICH JR	CHAIRMAN, TRUSTEE, TREAS.	1.00	Officer Director	$0	$0	$0
ELIZABETH R CLINE	TRUSTEE, ASST. SECRETARY	1.00	Officer Director	$0	$0	$0
FREDERICK P STRATTON JR	TRUSTEE	1.00	Director	$0	$0	$0
DAVID G HOTTMANN	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL HOLLAND	TRUSTEE	1.00	Director	$0	$0	$0
DENNIS BARBOUR	OFFICER, ASST. SECRETARY	1.00	Officer	$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
2025	$1,113,544	$801,473	$20,230,334	$312,071
2024	$628,770	$759,070	$19,122,451	$-130,300
2023	$110,599	$1,270,426	$17,687,405	$-1,159,827
2022	$1,476,836	$1,606,343	$16,574,486	$-129,507
2021	$1,462,074	$787,473	$20,351,769	$674,601

VC MEDICAL ENDOWMENT TRUST