SECU FAMILY HOUSE AT UNC HOSPITALS (EIN 912108125) - 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

2001

Legal Domicile

Principal Officer

KELLY THOMPSON

Phone

9199328007

Tax Period

2024-07-01 to 2025-06-30

SECU FAMILY HOUSE AT UNC HOSPITALS, founded in 2001, is a community nonprofit in the Health Care sector that reported $2.7M in total revenue in fiscal year 2024. Expenses of $3.1M exceeded revenue, resulting in a 15% operating deficit.

Mission

SECU FAMILY HOUSE AT UNC HOSPITALS PROVIDES AN AFFORDABLE, SAFE, NURTURING HOME FOR SERIOUSLY ILL PATIENTS AND THEIR FAMILIES THROUGHOUT NORTH CAROLINA AND BEYOND.

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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 $1,575,791

Program Service Revenue $1,096,569

Investment Income $75,980

Other Revenue $-34,337

TOTAL REVENUE $2,714,003

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,801,331

Fundraising Expenses $412,113

Program Expenses $2,420,430

Other Expenses $1,330,520

TOTAL EXPENSES $3,131,851

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,714,003	$2,554,609	+0.1%
Expenses	$3,131,851	$2,942,333	+0.1%
Net Income	$-417,848	$-387,724	+0.1%

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

1976

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

$166,976

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
UDOBI CAMPBELL PHARMD MBA	PRESIDENT	5.00	Officer Director	$0	$0	$0
MELANIE MORESCHIAIA LEED AP BDC CH	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
BENJAMIN BREITHOLTZ	SECRETARY	5.00	Officer Director	$0	$0	$0
LAURA FISHER	TREASURER	5.00	Officer Director	$0	$0	$0
MATT ARNOLD	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE BRESCHI	BOARD MEMBER	1.00	Director	$0	$0	$0
SPRING COUNCIL	BOARD MEMBER	1.00	Director	$0	$0	$0
ROWELL DANIELS PHARMD MS FASHP	BOARD MEMBER	1.00	Director	$0	$0	$0
SHIRLEY DIEFENBACH	BOARD MEMBER	1.00	Director	$0	$0	$0
TONY GILMORE	BOARD MEMBER	1.00	Director	$0	$0	$0
REAGAN GREENE MBA	BOARD MEMBER	1.00	Director	$0	$0	$0
ALLYSON LAWLESS JD	BOARD MEMBER	1.00	Director	$0	$0	$0
J ALLAN PHILLIPS CFP	BOARD MEMBER	1.00	Director	$0	$0	$0
KATIE KELM	BOARD MEMBER	1.00	Director	$0	$0	$0
CATHY MADIGAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUG SHACKLEFORD	BOARD MEMBER	1.00	Director	$0	$0	$0
ALAN SWENDIMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY THOMPSON	EXECUTIVE DIRECTOR	40.00	Officer	$154,981	$11,995	$166,976

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	$2,714,003	$3,131,851	$17,203,789	$-417,848
2024	$2,554,609	$2,942,333	$17,200,424	$-387,724
2023	$2,218,425	$2,784,548	$17,395,397	$-566,123
2022	$2,569,903	$2,639,551	$17,865,400	$-69,648
2021	$1,840,992	$2,008,419	$18,194,182	$-167,427
2020	$2,322,680	$1,733,157	$19,162,763	$589,523
2019	$2,876,703	$1,769,168	$19,031,610	$1,107,535

SECU FAMILY HOUSE AT UNC HOSPITALS