UNC HEALTH ROCKINGHAM FOUNDATION INC (EIN 561994697) - 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

1996

Legal Domicile

Principal Officer

ANDREA FOX

Phone

3366239711

Tax Period

2023-07-01 to 2024-06-30

UNC HEALTH ROCKINGHAM FOUNDATION INC, founded in 1996, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $91K in total revenue in fiscal year 2023. Revenue surged 151% from the prior year, signaling strong growth momentum. The organization ran a surplus of $32K, a strong 35% operating margin.

Mission

TO ACQUIRE CHARITABLE GIFTS AND BEQUESTS THAT ASSIST UNC HEALTH ROCKINGHAM IN FULFILLING ITS MISSION TO MEET THE HEALTH CARE NEEDS OF THE 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 (2023)

Revenue Breakdown

Contributions & Grants $18,381

Program Service Revenue $0

Investment Income $54,766

Other Revenue $18,135

TOTAL REVENUE $91,282

Expense Breakdown

Grants Paid $36,070

Salaries & Benefits $0

Fundraising Expenses $2,808

Program Expenses $56,810

Other Expenses $23,548

TOTAL EXPENSES $59,618

Year-over-Year Comparison

	2023	2022	Change
Revenue	$91,282	$36,401	+1.5%
Expenses	$59,618	$24,167	+1.5%
Net Income	$31,664	$12,234	+1.6%

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

$58,465

Total Directors

$550,210

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDY HUNT	CHAIR	2.00	Officer Director	$0	$0	$0
SAM PHILLIPS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ANDREA FOX	TREASURER	2.00	Officer Director	$0	$0	$0
CARLA ESTES-PORTER	SECRETARY	3.00	Officer Director	$0	$9,796	$58,465
TARA FARGIS	PAST CHAIR	1.00	Officer Director	$0	$0	$0
PETER BAKER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
STEVE EBLIN	DIRECTOR	1.00	Director	$0	$59,417	$367,442
WILL FLYNT	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTY HENSLEY	DIRECTOR	1.00	Director	$0	$0	$0
ROSE MARY NOLEN	DIRECTOR	1.00	Director	$0	$0	$0
ALICIA PARKER	DIRECTOR	1.00	Director	$0	$0	$0
JEFF PARRIS	DIRECTOR	1.00	Director	$0	$0	$0
CASEY VINCENT	DIRECTOR	1.00	Director	$0	$0	$0
ERICA N VERNON	DIRECTOR	4.00	Director	$0	$12,300	$124,303

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	$91,282	$59,618	$1,016,947	$31,664
2023	$36,401	$24,167	$985,283	$12,234
2022	$51,571	$242,996	$823,965	$-191,425
2022	$22,849	$244,183	$946,912	$-221,334
2021	$72,318	$21,104	$1,200,358	$51,214
2021	$64,315	$21,104	$1,063,386	$43,211
2020	$585,871	$29,283	$1,020,175	$556,588
2019	$54,637	$24,234	$463,587	$30,403

UNC HEALTH ROCKINGHAM FOUNDATION INC