EASTER SEALS UCP NORTH CAROLINA & VIRGINIA INC (EIN 560670676) - 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

1952

Legal Domicile

Phone

9197838898

Tax Period

2024-07-01 to 2025-06-30

EASTER SEALS UCP NORTH CAROLINA & VIRGINIA INC, founded in 1952, is a major nonprofit in the Health Care sector that reported $143.0M in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum.

Mission

TO HELP PEOPLE WITH DISABILITIES, MENTAL HEALTH AND/OR SUBSTANCE USE CHALLENGES, THEIR FAMILIES, AND OUR EMPLOYEES EMBRACE THEIR POTENTIAL, ACCESS OPPORTUNITIES, BUILD RESILIENCE, AND THRIVE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $29,981,742

Program Service Revenue $111,730,432

Investment Income $1,125,367

Other Revenue $159,915

TOTAL REVENUE $142,997,456

Expense Breakdown

Grants Paid $0

Salaries & Benefits $96,809,727

Fundraising Expenses $660,552

Program Expenses $129,321,490

Other Expenses $46,579,005

TOTAL EXPENSES $143,388,732

Year-over-Year Comparison

	2024	2023	Change
Revenue	$142,997,456	$104,183,174	+0.4%
Expenses	$143,388,732	$101,612,595	+0.4%
Net Income	$-391,276	$2,570,579	-1.2%

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

3176

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

$707,728

Total Directors

Key Employees

$2,318,226

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHECA GONZALO	TREASURER	1.0	Director	$0	$0	$0
DONALD THOMPSON	VICE CHAIR	1.0	Director	$0	$0	$0
ELIZABETH DEBIASI	PAST CHAIR	1.0	Director	$0	$0	$0
JONATHAN SHAPIRO	BOARD MEMBER	1.0	Director	$0	$0	$0
MARTHA EARLY	BOARD MEMBER	1.0	Director	$0	$0	$0
MICHAEL O'DONNELL	BOARD MEMBER	1.0	Director	$0	$0	$0
MIHALI STAVLAS	BOARD MEMBER	1.0	Director	$0	$0	$0
MIKE WATERS	BOARD MEMBER	1.0	Director	$0	$0	$0
RICK ANICETTI	BOARD MEMBER	1.0	Director	$0	$0	$0
SAM EBERTS	CHAIR	1.0	Director	$0	$0	$0
SHEILA DAVIES	SECRETARY	1.0	Director	$0	$0	$0
JAMES HILTY	CFO	40.0	Officer	$292,688	$7,889	$300,577
LUANNE WELCH	President & CEO	40.0	Officer	$396,850	$10,301	$407,151
AJAY PATEL	psych nurse practitioner	40.0	Key Emp	$204,001	$176	$204,177
BERTHA HAMBRIDGE	PSYCHIATRIST	20.0	Key Emp	$73,933	$8,840	$167,423
Cheryl MANNON	CCO	40.0	Key Emp	$181,775	$10,222	$191,997
CHERYL TUNING	MARKETING OFFICER	40.0	Key Emp	$191,935	$10,136	$202,071
DAVID TAYLOR	PHYSICIAN ASSISTANT	20.0	Key Emp	$85,095	$96	$190,041
ELIZABETH HILL	VP, HOME & COMMUNICATION	40.0	Key Emp	$162,942	$10,368	$173,310
HANY KAOUD	CHIEF MEDICAL OFFICER	20.0	Key Emp	$195,287	$8,606	$399,301
MARIBEL ANAYA-HAMMER	CHIEF PEOPLE OFFICER	40.0	Key Emp	$263,016	$2,536	$265,552
MARK GERMANN	CPO	40.0	Key Emp	$179,893	$10,403	$190,296
MARTA QUINTANA	DEVELOPMENT OFFICER	40.0	Key Emp	$163,630	$10,130	$173,760
ROGER FINDLEY	DIRECTOR CYBER SECURITY	40.0	Key Emp	$150,105	$10,193	$160,298
GLENN BUCK	CLINICAL OFFICER	20.0	Highest	$68,186	$3,930	$136,791
Megan Bogart	Psych Nurse Practitioner	20.0	Highest	$59,245	$6,868	$136,128
PETER NOWAK	VP, IT	40.0	Highest	$144,547	$10,462	$155,009
ROBIN HENDERSON-WILEY	VP, BEHAVIORAL HEALTH	40.0	Highest	$142,325	$10,228	$152,553
WILLIAM BLANTON	VP, FINANCE	40.0	Highest	$138,950	$490	$139,440

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	$142,997,456	$143,388,732	$55,298,381	$-391,276
2024	$104,183,174	$101,612,595	$36,945,355	$2,570,579
2023	$94,190,640	$92,172,543	$34,283,928	$2,018,097
2022	$91,808,337	$90,019,666	$19,056,860	$1,788,671
2021	$89,442,216	$85,341,981	$19,091,544	$4,100,235
2020	$84,435,677	$87,232,518	$14,137,774	$-2,796,841
2019	$85,864,032	$82,561,404	$15,868,166	$3,302,628
2018	$77,854,259	$77,451,418	$11,767,464	$402,841

EASTER SEALS UCP NORTH CAROLINA & VIRGINIA INC