SAMPSON REGIONAL MEDICAL CENTER FOUNDATION (EIN 561751968) - 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

1991

Legal Domicile

Principal Officer

SHAWN HOWERTON

Phone

9105928511

Tax Period

2023-10-01 to 2024-09-30

SAMPSON REGIONAL MEDICAL CENTER FOUNDATION, founded in 1991, is a small nonprofit that reported $129K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $42K, a strong 32% operating margin.

Mission

TO GATHER FUNDS FOR THE BENEFIT OF SAMPSON REGIONAL MEDICAL CENTER, INC.

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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 (2023)

Revenue Breakdown

Contributions & Grants $112,253

Program Service Revenue $0

Investment Income $16,902

Other Revenue $0

TOTAL REVENUE $129,155

Expense Breakdown

Grants Paid $1,649

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $87,224

Other Expenses $85,575

TOTAL EXPENSES $87,224

Year-over-Year Comparison

	2023	2022	Change
Revenue	$129,155	$137,677	-0.1%
Expenses	$87,224	$84,417	+0.0%
Net Income	$41,931	$53,260	-0.2%

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

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

$646,677

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MANDY DUBOSE	PRESIDENT	1.00	Officer Director	$0	$0	$0
JONI FAY FETTERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JANET PRESTAGE	BOARD MEMBER	1.00	Director	$0	$0	$0
PATTY CHERRY	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS FANN	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBORAH HALL	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBORAH JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN SURRATT	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERRY MATTHEWS	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAWN HOWERTON	CEO EX-OFFICIO	1.00	Officer	$0	$22,356	$461,707
AMBER HALSTEAD	EXECUTIVE DIRECTOR	8.00	Officer	$0	$14,438	$184,970

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
2024	$129,155	$87,224	$1,179,334	$41,931
2023	$137,677	$84,417	$1,061,068	$53,260
2022	$252,975	$76,295	$932,485	$176,680
2021	$70,358	$82,597	$835,022	$-12,239
2020	$183,118	$86,835	$760,771	$96,283
2019	$81,158	$107,548	$679,909	$-26,390
2018	$68,015	$59,505	$583,151	$8,510

SAMPSON REGIONAL MEDICAL CENTER FOUNDATION