STANLY HEALTH FOUNDATION (EIN 561698181) - 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

1990

Legal Domicile

Principal Officer

JANE BOONE

Phone

7049823888

Tax Period

2024-10-01 to 2025-09-30

STANLY HEALTH FOUNDATION, founded in 1990, is a community nonprofit in the Health Care sector that reported $1.4M in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $755K, a strong 54% operating margin.

Mission

PARTNERING WITH ATRIUM HEALTH STANLY TO IMPROVE THE HEALTH OF EVERYONE IN OUR COMMUNITY.

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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 $646,315

Program Service Revenue $0

Investment Income $885,421

Other Revenue $-139,753

TOTAL REVENUE $1,391,983

Expense Breakdown

Grants Paid $217,547

Salaries & Benefits $0

Fundraising Expenses $12,000

Program Expenses $285,696

Other Expenses $419,779

TOTAL EXPENSES $637,326

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,391,983	$1,664,590	-0.2%
Expenses	$637,326	$574,156	+0.1%
Net Income	$754,657	$1,090,434	-0.3%

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

$102,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE BOONE	EXECUTIVE DI	40.00	Director	$0	$0	$102,800
CHRIS VAUGHN	PRESIDENT	1.00	Officer Director	$0	$0	$0
RON BURRIS	VICE-PRESIDE	1.00	Officer Director	$0	$0	$0
ASHLEY WALL	SECRETARY	1.00	Officer Director	$0	$0	$0
CASEY GREENE	TREASURER	1.00	Officer Director	$0	$0	$0
MIKE KING	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIETTA ABERNATHY	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACEY HAYES	BOARD MEMBER	1.00	Director	$0	$0	$0
LAUREN HUNEYCUTT	BOARD MEMBER	1.00	Director	$0	$0	$0
FAITH MCSWAIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARGARET RUDISILL	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY SHELTON	BOARD MEMBER	1.00	Director	$0	$0	$0
ELLEN SNYDER	BOARD MEMBER	1.00	Director	$0	$0	$0
MINDY TURNER DDS	BOARD MEMBER	1.00	Director	$0	$0	$0
MANUEL UBALDO	BOARD MEMBER	1.00	Director	$0	$0	$0
ALICE WHITLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN TAYLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD SCHAEFER	BOARD MEMBER	1.00	Director	$0	$0	$0
PAM GADDY	BOARD MEMBER	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	$1,391,983	$637,326	$18,034,276	$754,657
2024	$1,664,590	$574,156	$16,528,197	$1,090,434
2023	$501,059	$528,846	$13,647,792	$-27,787
2022	$1,037,095	$538,518	$12,304,926	$498,577
2021	$971,592	$586,456	$14,874,105	$385,136
2020	$638,862	$595,043	$12,758,657	$43,819

STANLY HEALTH FOUNDATION