SHORE HEALTH FOUNDATION (EIN 546039751) - 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

1957

Legal Domicile

Principal Officer

MR PETE LALOR

Phone

7573022106

Tax Period

2018-01-01 to 2018-12-31

SHORE HEALTH FOUNDATION, founded in 1957, is a small nonprofit that reported $576K in total revenue in fiscal year 2018. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $429K, a strong 74% operating margin.

Mission

FINANCIAL SUPPORT TO SHORE HEALTH SERVICES, INC. AND TO OTHER NON-FOR PROFIT ORGANIZATIONS AND GOVERNMENTAL ENTITIES WHICH ARE LOCATED IN ACCOMACK AND NORTHAMPTON COUNTIES OF VIRGINIA WHICH ARE ENGAGEED IN PROVIDING HEALTHCARE OR DELIVERING HEALTHCARE-RELATED SERVICES TO THE RESIDENTS OF THOSE COUNTIES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $185,689

Program Service Revenue $0

Investment Income $390,730

Other Revenue $0

TOTAL REVENUE $576,419

Expense Breakdown

Grants Paid $112,614

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $112,614

Other Expenses $35,198

TOTAL EXPENSES $147,812

Year-over-Year Comparison

	2018	2017	Change
Revenue	$576,419	$493,054	+0.2%
Expenses	$147,812	$264,947	-0.4%
Net Income	$428,607	$228,107	+0.9%

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
MRS JULIE BADGER	SECRETARY	N/A	Officer Director	$0	$0	$0
MR ANDY DUER	MEMBER	N/A	Director	$0	$0	$0
MR PETE LALOR	CHAIRMAN	N/A	Officer Director	$0	$0	$0
MR ROBERT W LEATHERBURY	MEMBER	N/A	Director	$0	$0	$0
MR CALEB FOWLER	MEMBER	N/A	Director	$0	$0	$0
MR JOHN PETERMAN	EX OFFICIO	N/A	Director	$0	$0	$0
MR CHARLES RENNER	MEMBER	N/A	Director	$0	$0	$0
MR RICHARD FREEMAN	MEMBER	N/A	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
2018	$576,419	$147,812	$9,391,526	$428,607

SHORE HEALTH FOUNDATION