Ozanam Charitable Pharmacy Inc (EIN 721386236) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

Shearie Archer

Phone

2514324111

Tax Period

2024-10-01 to 2025-09-30

Ozanam Charitable Pharmacy Inc, founded in 1998, is a community nonprofit in the Health Care sector that reported $3.1M in total revenue in fiscal year 2019. Revenue surged 46% from the prior year, signaling strong growth momentum.

Mission

The Organization provides prescriptions for individual clients. The prescriptions are filled from pharmaceutical samples donated by area physicians and are supplemented by medication purchased with cash contributions.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,445,574

Program Service Revenue $0

Investment Income $8,421

Other Revenue $58,635

TOTAL REVENUE $3,512,630

Expense Breakdown

Grants Paid $0

Salaries & Benefits $420,482

Fundraising Expenses $0

Program Expenses $3,301,723

Other Expenses $2,990,119

TOTAL EXPENSES $3,410,601

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,512,630	$3,132,000	+0.1%
Expenses	$3,410,601	$3,098,037	+0.1%
Net Income	$102,029	$33,963	+2.0%

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

$82,274

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shearie Archer	Executive Director	40.00	Officer	$74,647	$7,627	$82,274
Julie McGee	Director	2.00	Director	$0	$0	$0
Tuerk Schlesinger	Director	2.00	Director	$0	$0	$0
Lanny Russell	President	2.00	Officer Director	$0	$0	$0
Martha Allegri	Secretary	2.00	Officer Director	$0	$0	$0
James Bloodworth	Director	2.00	Director	$0	$0	$0
Patricia Hall	Director	2.00	Director	$0	$0	$0
Danny Cottrell	Director	2.00	Director	$0	$0	$0
Gloria Boutte	Director	2.00	Director	$0	$0	$0
Allen Broome	Vice President	2.00	Officer Director	$0	$0	$0
Jenny Kilpatrick	Director	2.00	Director	$0	$0	$0
Beth Poates	Director	2.00	Director	$0	$0	$0
Rick Harvey	Treasurer	2.00	Officer Director	$0	$0	$0
Allison Chung	Director	2.00	Director	$0	$0	$0
Denise Peele	Director	2.00	Director	$0	$0	$0
Cullan Duke	Director	2.00	Director	$0	$0	$0
Joseph Adkins	Director	2.00	Director	$0	$0	$0
Ronnie Hawthorne	Director	2.00	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	$3,512,630	$3,410,601	$746,357	$102,029
2024	$3,132,000	$3,098,037	$727,825	$33,963
2023	$3,787,529	$3,743,173	$616,363	$44,356
2022	$3,622,559	$3,573,228	$477,965	$49,331
2021	$3,254,011	$3,177,261	$432,939	$76,750
2020	$3,113,323	$3,110,919	$405,082	$2,404

Ozanam Charitable Pharmacy Inc