HEALTHQUEST OF UNION COUNTY

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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

1998

Legal Domicile

Phone

7042262050

Tax Period

2025-01-01 to 2025-06-30

HEALTHQUEST OF UNION COUNTY, founded in 1998, is a small nonprofit in the Health Care sector that reported $352K in total revenue in fiscal year 2025. Revenue fell 49% from the prior year — a significant decline worth monitoring. Net assets of $1.4M represent 46 months of operating reserves.

Mission

PROVIDES PRESCRIPTION ASSISTANCE TO LOW-INCOME RESIDENTS THAT HAVE NO PRESCRIPTION INSURANCE.

Program Service Accomplishments

Program 1

Expenses: $314,687

PROVIDED PHARMACEUTICALS AND PRESCRIPTION MEDICATIONS TO INDIVIDUALS THAT HAVE NO PRESCRIPTION INSURANCE AND CANNOT AFFORD THEIR MEDICATIONS OTHERWISE. THE INDIVIDUALS SERVED RESIDE IN UNION, ANSON, AND STANLY COUNTIES IN NORTH CAROLINA, AND CHESTERFIELD AND LANCASTER COUNTIES IN SOUTH CAROLINA. THE ORGANIZATION ASSISTED APPROXIMATELY 584 UNDUPLICATED CLIENTS IN THE SHORT YEAR ENDED JUNE 30, 2025 AND FILLED APPROXIMATELY 10,442 PRESCRIPTIONS.

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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 $299,779

Program Service Revenue $34,729

Investment Income $17,670

Other Revenue $0

TOTAL REVENUE $352,178

Expense Breakdown

Grants Paid $0

Salaries & Benefits $292,436

Fundraising Expenses $32,797

Program Expenses $314,687

Other Expenses $90,875

TOTAL EXPENSES $383,311

Year-over-Year Comparison

	2025	2024	Change
Revenue	$352,178	$684,290	-0.5%
Expenses	$383,311	$746,415	-0.5%
Net Income	$-31,133	$-62,125	-0.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE HELMS	FORMER CHAIR	1.00	Officer Director	$0	$0	$0
ROHIT SHETTY	AUDIT COMMITTEE	1.00	Officer Director	$0	$0	$0
SHARON LITTLE	TREASURER	2.00	Officer Director	$0	$0	$0
CHRIS TILLMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
TOMIE BENTON	BOARD MEMBER	1.00	Director	$0	$0	$0
RAY BLACK	GOVERNANCE COMMITTEE	2.00	Officer Director	$0	$0	$0
GABE BROOME	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY BYRD	BOARD MEMBER	1.00	Director	$0	$0	$0
LOGAN COBB	VICE CHAIR	2.00	Officer Director	$0	$0	$0
SUSAN HENN	SECRETARY	2.00	Officer Director	$0	$0	$0
GEORGE HIBISH	BOARD MEMBER	1.00	Director	$0	$0	$0
CHUCK HOOVER	BOARD MEMBER	1.00	Director	$0	$0	$0
GEORGE HOWARD	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL JORDAN	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
CARRIE KENNEDY	BOARD MEMBER	1.00	Director	$0	$0	$0
NAVEED ULHAQ	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGELA WATKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
ROB MCCAIN	BOARD MEMBER	1.00	Director	$0	$0	$0
GEORGE MASSEY	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID SIMMONS	BOARD MEMBER	1.00	Director	$0	$0	$0
JENN WILSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ELAINE WARTINGER	BOARD MEMBER	1.00	Director	$0	$0	$0
THALIA HERNANDEZ	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	$352,178	$383,311	$1,396,153	$-31,133
2024	$684,290	$746,415	$1,428,079	$-62,125
2023	$953,820	$682,341	$1,479,762	$271,479
2022	$757,742	$670,916	$1,211,311	$86,826
2021	$609,932	$639,181	$1,126,967	$-29,249
2020	$833,831	$616,269	$1,158,647	$217,562
2019	$610,414	$552,014	$935,674	$58,400
2018	$601,120	$590,968	$887,393	$10,152