NOR-LEA FOUNDATION INC

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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

2012

Legal Domicile

Principal Officer

DAVID SHAW

Phone

5753966611

Tax Period

2024-07-01 to 2025-06-30

NOR-LEA FOUNDATION INC, founded in 2012, is a small nonprofit in the Health Care sector that reported $256K in total revenue in fiscal year 2024. The organization ran a surplus of $162K, a strong 63% operating margin.

Mission

THE NOR-LEA FOUNDATION'S MISSION IS TO PROVIDE OR GENERATE FUNDING AND RESOURCES FOR DISTANT FUTURE IMPROVEMENTS OF THE DISTRICT'S FACILITIES AND TO PROVIDE SUSTAINABILITY FOR THE FUTURE OF THE NOR-LEA HOSPITAL DISTRICT.

Program Service Accomplishments

Program 1

Expenses: $87,961

THROUGH THE GENEROSITY AND COMMITMENT OF OUR SUPPORTERS, THE NOR-LEA FOUNDATION IS DEDICATED TO PROVIDING VITAL SUPPORT TO NOR-LEA PATIENTS, THE NOR-LEA HOSPITAL DISTRICT, AND THE COMMUNITIES WE...

THROUGH THE GENEROSITY AND COMMITMENT OF OUR SUPPORTERS, THE NOR-LEA FOUNDATION IS DEDICATED TO PROVIDING VITAL SUPPORT TO NOR-LEA PATIENTS, THE NOR-LEA HOSPITAL DISTRICT, AND THE COMMUNITIES WE SERVE. IT IS THE MISSION OF THE NOR-LEA FOUNDATION TO PROVIDE A HEALING TOUCH, GENEROUS HAND, CARING SERVICE AND COMMUNITY WELLNESS TO THE NOR-LEA HOSPITAL DISTRICT AND ITS PATIENTS, SUPPORTERS, AND COMMUNITY. THE FOUNDATION WILL ALWAYS EXIST TO ASSIST THE NOR-LEA HOSPITAL DISTRICT IN THE PROVISION OF QUALITY, COMPASSIONATE HEALTH CARE IN ORDER TO RAISE THE STANDARD OF CARE AND WELLNESS IN LEA COUNTY AND SURROUNDING COMMUNITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $205,580

Program Service Revenue $0

Investment Income $60,525

Other Revenue $-9,750

TOTAL REVENUE $256,355

Expense Breakdown

Grants Paid $74,692

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $87,961

Other Expenses $19,755

TOTAL EXPENSES $94,447

Year-over-Year Comparison

	2024	2023	Change
Revenue	$256,355	$239,350	+0.1%
Expenses	$94,447	$41,438	+1.3%
Net Income	$161,908	$197,912	-0.2%

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

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

$255,395

Total Directors

$715,796

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID SHAW	BOARD MEMBER	1.00	Director	$0	$52,806	$460,401
ALLYSON ROBERTS	SECRETARY/TREASURER	1.00	Officer Director	$0	$33,383	$255,395
CONNIE CROW	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNA DECKER	BOARD MEMBER	1.00	Director	$0	$0	$0
MISTY HEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
SAM SPENCER	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
PAM LACKEY	VICE CHAIR	1.00	Officer 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	$256,355	$94,447	$1,607,003	$161,908
2024	$239,350	$41,438	$1,445,095	$197,912
2023	$210,930	$48,868	$1,247,183	$162,062
2022	$120,462	$40,962	$1,085,121	$79,500
2021	$124,792	$58,432	$1,005,621	$66,360
2020	$105,301	$31,931	$939,261	$73,370
2019	$112,179	$37,214	$865,570	$74,965
2018	$124,391	$64,619	$790,605	$59,772