DALTON-WHITFIELD INDIGENT CARE TRUST (EIN 586345011) - 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

JULIE A SOEKORO

Phone

7062726115

Tax Period

2023-10-01 to 2024-09-30

DALTON-WHITFIELD INDIGENT CARE TRUST, founded in 1996, is a small nonprofit in the Human Services sector that reported $880K in total revenue in fiscal year 2023. Revenue surged 120% from the prior year, signaling strong growth momentum. The organization ran a surplus of $774K, a strong 88% operating margin.

Mission

THE ORGANIZATION WAS ESTABLISHED TO PROVIDE FINANCIAL RESOURCES FOR HEALTHCARE SERVICES RENDERED TO THE INDIGENT POPULATION OF DALTON AND WHITFIELD COUNTY.

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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 $0

Program Service Revenue $0

Investment Income $880,235

Other Revenue $0

TOTAL REVENUE $880,235

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $106,539

TOTAL EXPENSES $106,539

Year-over-Year Comparison

	2023	2022	Change
Revenue	$880,235	$400,404	+1.2%
Expenses	$106,539	$105,667	+0.0%
Net Income	$773,696	$294,737	+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

$1,673,818

Total Directors

$1,673,818

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY D MYERS	PRESIDENT/CEO	1.00	Officer Director	$0	$119,279	$1,673,818
JOHN T MINOR	TRUSTEE, COMMITTEE CHAIRMAN	1.00	Director	$0	$0	$0
J DAVID GREGG	TRUSTEE	1.00	Director	$0	$0	$0
BRYAN E MCALLISTER	TRUSTEE	1.00	Director	$0	$0	$0
W SCOTT SELLERS	TRUSTEE	1.00	Director	$0	$0	$0
HENRY C THARPE JR	TRUSTEE	1.00	Director	$0	$0	$0
JERRY T WATKINS JR	TRUSTEE	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
2024	$880,235	$106,539	$15,773,572	$773,696
2023	$400,404	$105,667	$13,840,644	$294,737
2022	$602,556	$128,652	$13,185,568	$473,904
2021	$1,090,534	$635,684	$15,714,379	$454,850
2020	$817,055	$1,053,073	$13,929,664	$-236,018
2019	$444,644	$608,120	$13,761,877	$-163,476
2018	$871,466	$828,636	$13,775,668	$42,830

DALTON-WHITFIELD INDIGENT CARE TRUST