FRIENDS OF PINEHURST SURGICAL CLINIC INC (EIN 842649457) - 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

2019

Legal Domicile

Principal Officer

CAMI GREGG

Phone

9902950202

Tax Period

2023-01-01 to 2023-12-31

FRIENDS OF PINEHURST SURGICAL CLINIC INC, founded in 2019, is a small nonprofit in the Education sector that reported $133K in total revenue in fiscal year 2023. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $252K exceeded revenue, resulting in a 89% operating deficit.

Mission

VARIETY OF COMMUNITY IMPROVEMENT INITIATIVES

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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 $133,155

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $133,155

Expense Breakdown

Grants Paid $230,641

Salaries & Benefits $0

Fundraising Expenses $13,148

Program Expenses $168,000

Other Expenses $21,447

TOTAL EXPENSES $252,088

Year-over-Year Comparison

	2023	2022	Change
Revenue	$133,155	$275,548	-0.5%
Expenses	$252,088	$103,683	+1.4%
Net Income	$-118,933	$171,865	-1.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAMI GREGG	PRESIDENT/TREASURER	002.00	Officer Director	$0	$0	$0
JULE WOHLRAB	BOARD CHAIR	001.00	Officer Director	$0	$0	$0
JOANNA VALDES	CO-SECRETARY	002.00	Officer Director	$0	$0	$0
MARTY YOUNG	CO-SECRETARY	001.00	Officer Director	$0	$0	$0
KATHY NEWCOMB	DIRECTOR	001.00	Director	$0	$0	$0
CHARLES GREGG	MEMBER AT LARGE	001.00		$0	$0	$0
LAURI TEMPLETON CFO	FINANCIAL ADVISOR	001.00	Director	$0	$0	$0
AMY FRYE	DIRECTOR	001.00	Director	$0	$0	$0
LESLIE LAWS	DIRECTOR	001.00	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	No data	No data	No data	No data
2023	$133,155	$252,088	$77,981	$-118,933
2022	$275,548	$103,683	$196,914	$171,865
2021	$143,889	$184,639	$24,328	$-40,750

FRIENDS OF PINEHURST SURGICAL CLINIC INC