HEALTH EDUCATION FDN OF EASTERN NC INC

EIN: 562165642 Mutual Benefit

ROCKY MOUNT, NC

Total Revenue
$15,755
Total Expenses
$13,577
Total Assets
$205,952
Net Assets
$205,952
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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
2004
Legal Domicile
NC
Phone
2529726958
Tax Period
2024-07-01 to 2025-06-30

HEALTH EDUCATION FDN OF EASTERN NC INC, founded in 2004, is a micro nonprofit in the Mutual Benefit sector that reported $16K in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $14K left a modest 14% surplus.

Mission

TO PROVIDE HEALTH BENEFITS FOR RETIREES OF THE HEALTH EDUCATION FOUNDATION OF EASTERN NC

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $15,755
Other Revenue $0
TOTAL REVENUE $15,755

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $2,760
TOTAL EXPENSES $13,577

Year-over-Year Comparison

2024 2023 Change
Revenue $15,755 $11,637 +0.4%
Expenses $13,577 $9,319 +0.5%
Net Income $2,178 $2,318 -0.1%
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

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Governance

Voting Members
1
Independent Members
N/A
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
0
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DEBBY FUTRELL TRUSTEE 1.0
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 $15,755 $13,577 $205,952 $2,178
2024 $11,637 $9,319 $203,773 $2,318
2023 $16,629 $8,359 $201,455 $8,270
2022 $15,908 $8,285 $193,185 $7,623
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