RUTHERFORD LIFE SERVICES INC

EIN: 560887123 501(c)(3) Employment

SPINDALE, NC

Total Revenue
$1,994,898
Total Expenses
$1,915,976
Total Assets
$2,924,464
Net Assets
$2,807,388
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1969
Legal Domicile
NC
Principal Officer
JEAN MORGAN
Phone
8282864352
Tax Period
2024-07-01 to 2025-06-30

RUTHERFORD LIFE SERVICES INC, founded in 1969, is a community nonprofit in the Employment sector that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $1.9M left a modest 4% surplus.

Mission

RUTHERFORD LIFE SERVICES, INC. SEEKS TO ASSIST INDIVIDUALS AND FAMILIES WITH SPECIAL NEEDS TO ENHANCE THE QUALITY OF THEIR LIVES BOTH PERSONALLY AND WITHIN THE COMMUNITY.

Program Service Accomplishments

Program 1
Expenses: $310,095

THE LEARNING TREE - RUTHERFORD COUNTY'S LARGEST AND MOST MODERN CHILD DEVELOPMENT CENTER OFFERS 3-STAR DAY CARE TO INFANTS THROUGH CHILDREN, AGE 5. WE ALSO OFFER AFTER SCHOOL AND SUMMER PROGRAMS FROM...

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THE LEARNING TREE - RUTHERFORD COUNTY'S LARGEST AND MOST MODERN CHILD DEVELOPMENT CENTER OFFERS 3-STAR DAY CARE TO INFANTS THROUGH CHILDREN, AGE 5. WE ALSO OFFER AFTER SCHOOL AND SUMMER PROGRAMS FROM CHILDREN UP TO 12 YEARS OF AGE. DAILY PROGRAMS FOLLOW CREATIVE CURRICULUM AND CONSIST OF INTERACTIVE LEARNING TECHNIQUES SUCH AS COOKING ACTIVITIES, SCIENCE PROJECTS, ART ACTIVITIES, AND ACTIVITIES PREPARING THEM FOR TRANSITION INTO A SCHOOL SETTING, INCLUDING COMPUTER-BASED LEARNING. DAY CARE IS PROVIDED IN AN INCLUSIVE SETTING THAT ADAPTS TO VARYING CHILD DEVELOPMENT STAGES AND PROGRESS. OUR STAFF OF DAY CARE TEACHERS IS AMONG THE AREA'S MOST EXPERIENCED AND WELL-TRAINED.

Program 2
Expenses: $663,450

LIFE SERVICES - CREATED BY COMMUNITY LEADERS IN 1966 AS RUTHERFORD VOCATIONAL WORKSHOP, INC., WE HAVE EXPANDED OUR ARRAY OF SERVICES TO REACH OUT TO A WIDER CROSS SECTION OF OUR COMMUNITY, YOUNG...

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LIFE SERVICES - CREATED BY COMMUNITY LEADERS IN 1966 AS RUTHERFORD VOCATIONAL WORKSHOP, INC., WE HAVE EXPANDED OUR ARRAY OF SERVICES TO REACH OUT TO A WIDER CROSS SECTION OF OUR COMMUNITY, YOUNG CHILDREN, SENIOR CITIZENS, THOSE IN NEED OF EMPLOYMENT AND TRAINING SERVICES AND OF COURSE, THOSE AT THE VERY CORE OF OUR MISSION: PEOPLE WITH DISABILITIES. TODAY, AS LIFE SERVICES, WE CONTINUE TO FOCUS ON THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES AS 100 ADULTS PARTICIPATE IN OUR PROGRAMS ON A DAILY BASIS AND OVER 30 DIRECT CARE STAFF ASSIST THOSE INDIVIDUALS IN WORK AND PERSONAL SKILLS DEVELOPMENT.

Program 3
Expenses: $336,313

LIFE CARE MEETS MANY OF THE PHYSICAL, MENTAL, AND SOCIAL LONG TERM NEEDS OF IMPAIRED ADULTS. IT IS AN IMPORTANT COMMUNITY BASED OPTION DESIGNED TO ALLOW PEOPLE TO REMAIN IN THEIR HOMES, DELAYING...

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LIFE CARE MEETS MANY OF THE PHYSICAL, MENTAL, AND SOCIAL LONG TERM NEEDS OF IMPAIRED ADULTS. IT IS AN IMPORTANT COMMUNITY BASED OPTION DESIGNED TO ALLOW PEOPLE TO REMAIN IN THEIR HOMES, DELAYING AND/OR PREVENTING NURSING HOME PLACEMENT. LIFE CARE OFFERS SERVICES TO ENHANCE THE PARTICIPANT, CAREGIVERS, AND FAMILIES LIVES: NURSING CARE, PERSONAL CARE AND STRUCTURED DAILY ACTIVITIES THAT KEEP PARTICIPANTS ENGAGED AND ENJOYING LIFE TO THEIR FULLEST CAPABILITIES. RUTHERFORD LIFE CARE OPENED IN 2001 AND HAS EXPANDED AND UPGRADED THE FACILITY IN ORDER TO MEET THE NEEDS OF THE PEOPLE SERVED.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $164,749
Program Service Revenue $1,826,501
Investment Income $3,648
Other Revenue $0
TOTAL REVENUE $1,994,898

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,194,575
Fundraising Expenses $0
Program Expenses $1,365,722
Other Expenses $721,401
TOTAL EXPENSES $1,915,976

Year-over-Year Comparison

2024 2023 Change
Revenue $1,994,898 $1,630,200 +0.2%
Expenses $1,915,976 $1,713,862 +0.1%
Net Income $78,922 $-83,662 -1.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
20
Independent Members
20
Employees
65
Volunteers
18

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
4
$0
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHARLES FLACK III DIRECTOR 1.00
Director
$0 $0 $0
DAVID HERNDON VICE PRESIDE 1.00
Officer Director
$0 $0 $0
JOHN CARROLL DIRECTOR 1.00
Director
$0 $0 $0
JEAN MORGAN PRESIDENT 2.00
Officer Director
$0 $0 $0
CLARK POOLE DIRECTOR 1.00
Director
$0 $0 $0
CHRIS BEDDINGFIELD DIRECTOR 1.00
Director
$0 $0 $0
JILL MIRACLE DIRECTOR 2.00
Director
$0 $0 $0
PHILLIP MILLER DIRECTOR 1.00
Director
$0 $0 $0
RON GILES DIRECTOR 1.00
Director
$0 $0 $0
MIKE SAUNDERS DIRECTOR 1.00
Director
$0 $0 $0
JANICE PARIS DIRECTOR 1.00
Director
$0 $0 $0
DONALD BYARS DIRECTOR 1.00
Director
$0 $0 $0
JEFF LITTLEJOHN SECRETARY/TR 2.00
Officer Director
$0 $0 $0
WANDA PRICE DIRECTOR 1.00
Director
$0 $0 $0
GREG PARK DIRECTOR 1.00
Director
$0 $0 $0
BEVERLY MCKINNEY DIRECTOR 1.00
Director
$0 $0 $0
CHRIS BURLEY DIRECTOR 1.00
Director
$0 $0 $0
BRIAN KING DIRECTOR 1.00
Director
$0 $0 $0
MARY SANDRA COSTNER DIRECTOR 1.00
Director
$0 $0 $0
MATT BRIGHT PAST PRESIDE 1.00
Officer 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
2025 $1,994,898 $1,915,976 $2,924,464 $78,922
2024 $1,630,200 $1,713,862 $2,832,863 $-83,662
2023 $2,208,516 $1,751,943 $2,904,291 $456,573
2022 $1,789,485 $1,791,651 $2,434,035 $-2,166
2021 $1,730,986 $1,481,914 $2,534,369 $249,072
2020 $1,842,214 $1,830,421 $2,465,654 $11,793
2019 $2,182,477 $2,054,895 $2,386,745 $127,582
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