THE ALBEMARLE FOUNDATION INC

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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

Principal Officer

EDWARD ROBERSON III

Tax Period

2025-01-01 to 2025-12-31

THE ALBEMARLE FOUNDATION INC is a micro nonprofit in the Housing & Shelter sector that reported $26K in total revenue in fiscal year 2025. Revenue fell 20% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $24K, a strong 91% operating margin.

Mission

TO ASSIST THE RESIDENTS OF THE ALBEMARLE LIFE CARE FACILITY WHO BECOME UNABLE TO PAY DUE TO NO FAULT OF THEIR OWN.

Program Service Accomplishments

Program 1

TO ASSIST THE RESIDENTS OF THE ALBEMARLE

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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 $0

Program Service Revenue $0

Investment Income $25,833

Other Revenue $0

TOTAL REVENUE $25,833

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,250

Other Expenses $2,250

TOTAL EXPENSES $2,250

Year-over-Year Comparison

	2025	2024	Change
Revenue	$25,833	$32,388	-0.2%
Expenses	$2,250	$9,282	-0.8%
Net Income	$23,583	$23,106	+0.0%

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

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
EDWARD ROBERSON III	PRESIDENT	N/A	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	$25,833	$2,250	$1,060,272	$23,583
2024	$32,388	$9,282	$964,848	$23,106
2023	$21,322	$750	$805,414	$20,572
2022	$17,368	$1,350	$654,268	$16,018
2021	$20,762	$600	$748,845	$20,162
2020	$14,571	$1,300	$562,874	$13,271