WINSTONSALEM, NC
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)PIEDMONT FEDERAL SAVINGS BANK RETIREE WELFARE BENEFIT PLAN AND TRUST AGREEMENT, founded in 2019, is a small nonprofit in the Mutual Benefit sector that reported $234K in total revenue in fiscal year 2025. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $137K, a strong 59% operating margin.
THE PLAN WAS ESTABLISHED FOR THE EXCLUSIVE PURPOSE OF PROVIDING MEDICAL BENEFITS TO THE ELIGIBLE RETIREES OF PIEDMONT FEDERAL SAVINGS BANK.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2025 | 2024 | Change | |
|---|---|---|---|
| Revenue | $233,700 | $194,257 | +0.2% |
| Expenses | $96,445 | $68,771 | +0.4% |
| Net Income | $137,255 | $125,486 | +0.1% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| JAMES R HELVEY III | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| JOHN MARTIN | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| G WALKER DOUGLAS | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| ALISON ASHE-CARD | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| IRIS FAGUNDO COLE | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| VIRGINIA O HARDESTY | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| DR HAROLD L MARTIN SR | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| CATHERINE B ROBBINS | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| RICHARD E SHORE JR | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| RENEE SHAW | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| SCOTT E CAWOOD | CHAIRMAN | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| DAVID P BARKSDALE | CEO | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $233,700 | $96,445 | $5,353,567 | $137,255 |
| 2024 | $194,257 | $68,771 | $4,820,189 | $125,486 |
| 2023 | $131,349 | $44,626 | $4,357,768 | $86,723 |
| 2022 | $42,575 | $116,010 | $3,859,139 | $-73,435 |
| 2021 | $242,513 | $54,190 | $4,721,362 | $188,323 |
| 2020 | $172,656 | $55,727 | $4,280,048 | $116,929 |
Compare PIEDMONT FEDERAL SAVINGS BANK RETIREE WELFARE BENEFIT PLAN AND TRUST AGREEMENT with other nonprofits in North Carolina and across the country.