Carolina Foothills Foundation

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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

1982

Legal Domicile

Principal Officer

Rita Burch

Phone

8282224350

Tax Period

2025-01-01 to 2025-12-31

Carolina Foothills Foundation, founded in 1982, is a community nonprofit in the Human Services sector that reported $6.3M in total revenue in fiscal year 2025. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.4M, a strong 39% operating margin.

Mission

PROVIDES MEDICAL AND EMOTIONAL SERVICES TO TERMINALLY ILL PATIENTS IN RUTHERFORD COUNTY, NORTH CAROLINA. STARTING IN JUNE, 2022 THE ORGANIZATION FOCUSED ON BEING A 501(C)3 CHARITABLE ORGANIZATION THAT PROVIDES DIRECT SUPPORT AND EMPOWER CAREFULLY SELECTED NON PROFITS TO IMPACT INDIVIDUAL AND COMMUNITY WELLNESS IN THE AREAS WE SERVE, WHICH ARE ELDERCARE, YOUTH DEVELOPMENT AND WELLNESS.

Program Service Accomplishments

Program 1

Expenses: $2,378,157

THE CAROLINA FOOTHILLS FOUNDATION (CFF) PROVIDED FUNDS AND OTHER SUPPORT TO MEET THE MANY HEALTH CHALLENGES THAT FACE PEOPLE IN RUTHERFORD AND POLK COUNTIES. WE PROVIDED DIRECT SUPPORT AND EMPOWERED CAREFULLY SELECTED NONPROFITS TO IMPACT INDIVIDUAL AND COMMUNITY WELLNESS IN THE AREAS WE SERVE, WHICH ARE ELDERCARE, YOUTH DEVELOPMENT,AND WELLNESS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $202,798

Program Service Revenue $43,344

Investment Income $5,093,384

Other Revenue $942,983

TOTAL REVENUE $6,282,509

Expense Breakdown

Grants Paid $591,114

Salaries & Benefits $1,829,108

Fundraising Expenses $0

Program Expenses $2,378,157

Other Expenses $1,415,933

TOTAL EXPENSES $3,836,155

Year-over-Year Comparison

	2025	2024	Change
Revenue	$6,282,509	$5,632,626	+0.1%
Expenses	$3,836,155	$5,360,049	-0.3%
Net Income	$2,446,354	$272,577	+8.0%

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

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

$234,816

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rita Burch	CEO	40.00	Officer	$219,494	$15,322	$234,816
Heidi Owen	Eldercare ED	40.00		$171,588	$19,389	$190,977
Connie Bailey	Director of Financ	40.00		$125,727	$16,278	$142,005
Doris Clark	Director	1.00	Director	$0	$0	$0
John Crotts	Director	1.00	Director	$0	$0	$0
Jackie Hampton	Secretary	1.00	Officer Director	$0	$0	$0
Bob Keith	Treasurer	1.00	Officer Director	$0	$0	$0
Linda Edgerton	Vice Chair	1.00	Officer Director	$0	$0	$0
Patricia Keeter	Chair	1.00	Officer Director	$0	$0	$0
Mark Oxtoby	Director	1.00	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
2025	$6,282,509	$3,836,155	$71,894,089	$2,446,354
2024	$5,632,626	$5,360,049	$66,262,929	$272,577
2023	$2,420,642	$5,287,148	$63,515,435	$-2,866,506
2022	$22,911,685	$7,286,944	$63,144,962	$15,624,741
2021	$13,863,011	$10,744,602	$46,569,993	$3,118,409
2020	$17,554,066	$12,202,215	$43,759,285	$5,351,851
2019	$15,364,913	$11,816,594	$38,241,087	$3,548,319
2018	$14,233,890	$13,659,117	$34,565,255	$574,773