Piedmont Care Inc (EIN 571036204) - 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

1994

Legal Domicile

Phone

8645827773

Tax Period

2024-04-01 to 2025-03-31

Piedmont Care Inc, founded in 1994, is a community nonprofit in the Health Care sector that reported $3.6M in total revenue in fiscal year 2024. Expenses of $3.3M left a modest 8% surplus.

Mission

The mission of Piedmont Care, Inc., an educational and advocacy organization, is to coordinate and provide medical, social, and psychological services for individuals and families affected by or at risk for HIV.

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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 $2,512,209

Program Service Revenue $70,850

Investment Income $12,409

Other Revenue $985,057

TOTAL REVENUE $3,580,525

Expense Breakdown

Grants Paid $1,279,910

Salaries & Benefits $1,447,887

Fundraising Expenses $54,653

Program Expenses $2,917,330

Other Expenses $573,420

TOTAL EXPENSES $3,301,217

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,580,525	$3,520,447	+0.0%
Expenses	$3,301,217	$3,430,592	0.0%
Net Income	$279,308	$89,855	+2.1%

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

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

$161,952

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jonathan Walker	President	1.0	Officer Director	$0	$0	$0
Meredith Hardwicke Jensen	Vice President / Treasurer	1.0	Officer Director	$0	$0	$0
Rodney Bogan	Secretary	1.0	Officer Director	$0	$0	$0
Debbie Brush	Director	1.0	Director	$0	$0	$0
Jordan Crosby	Director	1.0	Director	$0	$0	$0
Kristi Ward	Director	1.0	Director	$0	$0	$0
Lori Boyd	Director	1.0	Director	$0	$0	$0
Markeisha Nesbitt	Director	1.0	Director	$0	$0	$0
Tracey L Jackson	Executive Director	40.0	Officer	$143,745	$18,207	$161,952
Thomas N Kias	Physician	18.0	Highest	$129,600	$0	$129,600

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	$3,580,525	$3,301,217	$3,269,771	$279,308
2024	$3,520,447	$3,430,592	$3,017,414	$89,855
2023	$3,426,488	$3,360,190	$3,019,196	$66,298
2022	$3,204,835	$3,502,558	$2,595,965	$-297,723
2021	$2,938,105	$2,957,183	$2,888,738	$-19,078
2020	$2,838,664	$2,407,585	$2,891,767	$431,079
2019	$2,510,631	$1,929,901	$2,456,658	$580,730

Piedmont Care Inc