HOSPICE OF ALAMANCE-CASWELL FOUNDATION INC (EIN 561344754) - 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

1980

Legal Domicile

Principal Officer

CAROLINE H DURHAM

Phone

3365320100

Tax Period

2018-10-01 to 2019-09-30

HOSPICE OF ALAMANCE-CASWELL FOUNDATION INC, founded in 1980, is a mid-sized nonprofit that reported $20.0M in total revenue in fiscal year 2018.

Mission

TO PROVIDE CARE, SUPPORT, AND EDUCATION TO THOSE AFFECTED BY LIFE-LIMITING ILLNESSES OR LOSS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $1,555,832

Program Service Revenue $18,347,251

Investment Income $134,271

Other Revenue $-726

TOTAL REVENUE $20,036,628

Expense Breakdown

Grants Paid $36,005

Salaries & Benefits $12,805,999

Fundraising Expenses $559,293

Program Expenses $16,060,015

Other Expenses $7,236,371

TOTAL EXPENSES $20,078,375

Year-over-Year Comparison

	2018	2017	Change
Revenue	$20,036,628	$18,612,317	+0.1%
Expenses	$20,078,375	$19,624,904	+0.0%
Net Income	$-41,747	$-1,012,587	-1.0%

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

272

Volunteers

695

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

$340,009

Total Directors

$178,499

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER BARCUS	CEO/DIRECTOR	40.00	Officer Director	$161,093	$17,406	$178,499
CHARLES MORGAN	CHAIR	1.00	Officer Director	$0	$0	$0
ERIN COCKMAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BOB KERNODLE	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
AARON NOBLE	DIRECTOR	1.00	Director	$0	$0	$0
AMI HILL	DIRECTOR	1.00	Director	$0	$0	$0
BETTY ANDREWS	DIRECTOR	1.00	Director	$0	$0	$0
BOB BEARDEN	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA WASHBURN	DIRECTOR	1.00	Director	$0	$0	$0
EDDIE GANT	DIRECTOR	1.00	Director	$0	$0	$0
JOHN PETERSON JR	DIRECTOR	1.00	Director	$0	$0	$0
LENNY WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
NIKKI RATLIFF	DIRECTOR	1.00	Director	$0	$0	$0
CAROLINE DURHAM	CFO	40.00	Officer	$146,141	$15,369	$161,510
BETH HODGES MD	MEDICAL DIRECTOR	20.00	Highest	$111,613	$2,704	$114,317
CHRISTIN GUSLER NP	NURSE PRACTITIONER	40.00	Highest	$113,113	$12,393	$125,506
LESLIE HERRING NP	NURSE PRACTITIONER	40.00	Highest	$112,369	$3,383	$115,752

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
2019	$20,036,628	$20,078,375	No data	$-41,747
2018	$18,612,317	$19,624,904	$22,072,749	$-1,012,587

HOSPICE OF ALAMANCE-CASWELL FOUNDATION INC