RUTHERFORD COUNTY PRIMARY CARE CLINIC INC (EIN 621482091) - 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

1992

Legal Domicile

Principal Officer

LISA TERRY

Phone

6158939390

Tax Period

2023-07-01 to 2024-06-30

RUTHERFORD COUNTY PRIMARY CARE CLINIC INC, founded in 1992, is a mid-sized nonprofit in the Health Care sector that reported $14.5M in total revenue in fiscal year 2023. Expenses of $13.4M left a modest 8% surplus.

Mission

THE ORGANIZATION PROVIDES HEALTH CARE TO INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY. THIS IS A DIRECT FULFILLMENT OF THEIR TAX EXEMPT PURPOSE.

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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 $3,111,453

Program Service Revenue $11,057,324

Investment Income $313,141

Other Revenue $0

TOTAL REVENUE $14,481,918

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,939,710

Fundraising Expenses $0

Program Expenses $9,225,022

Other Expenses $4,442,202

TOTAL EXPENSES $13,381,912

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,481,918	$14,627,400	0.0%
Expenses	$13,381,912	$11,818,361	+0.1%
Net Income	$1,100,006	$2,809,039	-0.6%

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

143

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

$974,856

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILLIP JACKSON	BOARD CHAIRMAN	1.00	Director	$0	$0	$0
ROB BRAGDON	SECRETARY/TREASURER	1.00	Director	$0	$0	$0
LESLIE AKINS	VICE CHAIR	1.00	Director	$0	$0	$0
MARY ESTHER REED	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRY HAYNES	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE DILIBERTI	BOARD MEMBER	1.00	Director	$0	$0	$0
SHEENA KING	BOARD MEMBER	1.00	Director	$0	$0	$0
BRENDA WHITLOCK	BOARD MEMBER	1.00	Director	$0	$0	$0
FERNANDO MECHEREFFE	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAWN MCFARLAND	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY CASON	BOARD MEMEBER	1.00	Director	$0	$0	$0
GLORIA BONNER	BOARD MEMBER	1.00	Director	$0	$0	$0
BERNARD JAMES	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA TERRY	CHIEF EXECUTIVE OFFICER	40.00	Officer	$267,129	$33,698	$300,827
SHANE SMITH	CHIEF FINANCIAL OFFICER	40.00	Officer	$133,419	$38,688	$172,107
ANGIE MURRAY	CHIEF OPERATIONAL OFFICER	40.00	Officer	$133,671	$27,444	$161,115
SEAN GILLILAND	CHIEF INFORMATION OFFICER	40.00	Officer	$106,848	$35,310	$142,158
JENNI STINNETT	MEDICAL DIRECTOR	40.00	Officer	$159,928	$38,721	$198,649
PADMAVATHY CHUNDURU	PHYSICIAN	40.00	Highest	$174,721	$41,790	$216,511
KEVIN CLEMENT	PHARMACIST	40.00	Highest	$163,084	$36,697	$199,781
DAVID JOHNSON	PHYSICIAN	40.00	Highest	$188,500	$8,624	$197,124
ALICIA HARPER	NURSE PRACTITIONER	40.00	Highest	$107,621	$15,042	$122,663
MITCHELL WILLOUGHBY	PHYSICIAN	40.00	Highest	$175,094	$36,937	$212,031

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	No data	No data	No data	No data
2024	$14,481,918	$13,381,912	$20,747,491	$1,100,006
2023	$14,627,400	$11,818,361	$20,158,321	$2,809,039
2022	$13,154,283	$10,168,488	$17,322,433	$2,985,795
2021	$12,731,167	$9,153,752	$15,289,448	$3,577,415
2020	$9,441,711	$8,419,668	$10,886,438	$1,022,043
2019	$7,655,922	$7,504,949	$8,516,868	$150,973

RUTHERFORD COUNTY PRIMARY CARE CLINIC INC