Lower Cape Fear Hospice Foundation Inc (EIN 561391849) - 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

1985

Legal Domicile

Principal Officer

Gwendolyn Walker Whitley

Phone

9107967900

Tax Period

2024-10-01 to 2025-09-30

Lower Cape Fear Hospice Foundation Inc, founded in 1985, is a community nonprofit in the Human Services sector that reported $4.3M in total revenue in fiscal year 2024. Revenue surged 123% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 42% operating margin.

Mission

To support the work of Lower Cape Fear Hospice, Inc. and it's affiliated entities.

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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 $3,075,378

Program Service Revenue $0

Investment Income $1,123,754

Other Revenue $130,779

TOTAL REVENUE $4,329,911

Expense Breakdown

Grants Paid $1,707,216

Salaries & Benefits $551,237

Fundraising Expenses $19,252

Program Expenses $2,334,409

Other Expenses $274,235

TOTAL EXPENSES $2,532,688

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,329,911	$1,940,184	+1.2%
Expenses	$2,532,688	$805,293	+2.1%
Net Income	$1,797,223	$1,134,891	+0.6%

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
Robert Resh	Chair	1.00	Officer Director	$0	$0	$0
Glen Donovan	Vice Chair	1.00	Officer Director	$0	$0	$0
Andy Almeter	Director	1.00	Director	$0	$0	$0
John Pace	Secretary	1.00	Officer Director	$0	$0	$0
Crystal Dodson	Director	1.00	Director	$0	$0	$0
Donna Esteves	Treasurer	1.00	Officer Director	$0	$0	$0
Nick Dyer	Director	1.00	Director	$0	$0	$0
Grant Rush	Director	1.00	Director	$0	$0	$0
Katherine Daniel	Director	1.00	Director	$0	$0	$0
Mary Beth Winstead	Director	1.00	Director	$0	$0	$0
Roger Sims	Director	1.00	Director	$0	$0	$0
Althea Johnson	Director	1.00	Director	$0	$0	$0
Stan Segal	Director	1.00	Director	$0	$0	$0
Michael Ryan	Director	1.00	Director	$0	$0	$0
Melissa Combs	Chief Clinical Officer	1.00	Officer Director	$0	$0	$0
Gwendolyn Walker Whitley	President & CEO	3.00	Officer	$0	$0	$0
Timothy King	Chief Operating Officer	1.00	Officer	$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	$4,329,911	$2,532,688	$30,441,618	$1,797,223
2024	$1,940,184	$805,293	$26,817,989	$1,134,891
2023	$1,643,745	$650,437	$21,812,403	$993,308
2022	$7,853,928	$602,739	$19,328,162	$7,251,189
2021	$11,046,101	$539,523	$13,645,946	$10,506,578
2019	$197,478	$71,033	$1,751,563	$126,445

Lower Cape Fear Hospice Foundation Inc