EMERSON HEALTH CARE FOUNDATION INC (EIN 042770980) - 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

1992

Legal Domicile

Principal Officer

SCOTT KOSOWICZ

Phone

9782878709

Tax Period

2023-10-01 to 2024-09-30

EMERSON HEALTH CARE FOUNDATION INC, founded in 1992, is a community nonprofit in the Health Care sector that reported $6.2M in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.1M, a strong 82% operating margin.

Mission

COORDINATE AND DEVELOP THE FUNDRAISING EFFORT FOR EMERSON HOSPITAL

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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 $6,121,371

Program Service Revenue $0

Investment Income $77,610

Other Revenue $0

TOTAL REVENUE $6,198,981

Expense Breakdown

Grants Paid $0

Salaries & Benefits $822,257

Fundraising Expenses $1,100,000

Other Expenses $277,743

TOTAL EXPENSES $1,100,000

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,198,981	$4,614,150	+0.3%
Expenses	$1,100,000	$1,197,947	-0.1%
Net Income	$5,098,981	$3,416,203	+0.5%

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

$2,067,664

Total Directors

$2,067,664

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH ANDERSON JR	TREASURER	4.00	Officer Director	$0	$0	$0
WILLIAM P BOGER III MD	DIRECTOR	4.00	Director	$0	$0	$0
JEFFREY S CAMPBELL	DIRECTOR	4.00	Director	$0	$0	$0
LIZA CAREY	DIRECTOR	4.00	Director	$0	$0	$0
STEPHEN W CARR	DIRECTOR	4.00	Director	$0	$0	$0
GLORIA L CLOUGH	DIRECTOR	4.00	Director	$0	$0	$0
DANNY COSTA	DIRECTOR	4.00	Director	$0	$0	$0
CHARLES A DENAULT	CHAIR	4.00	Officer Director	$0	$0	$0
DEBORAH A GREENE MD	DIRECTOR	4.00	Director	$0	$0	$0
DENISE HAARTZ	DIRECTOR	4.00	Director	$0	$0	$0
KARL F KUSSIN	CHIEF PHILANTHROPY OFFICER	50.00	Officer Director	$0	$50,516	$383,830
PHILIP S LOTANE	DIRECTOR	4.00	Director	$0	$0	$0
JACK MACKEEN	DIRECTOR	4.00	Director	$0	$0	$0
LYNN MARTIN	DIRECTOR	4.00	Director	$0	$0	$0
KAREN MCGINN	DIRECTOR	4.00	Director	$0	$0	$0
JOSHUA M NELSON	VICE CHAIR	4.00	Officer Director	$0	$0	$0
KIMBERLY PATENAUDE	DIRECTOR	4.00	Director	$0	$0	$0
SANDRA A SCHELZI	SECRETARY	4.00	Officer Director	$0	$0	$0
CHRISTINE C SCHUSTER	PRESIDENT AND CEO	4.00	Officer Director	$0	$313,345	$1,683,834
ROBERT B SEGAL	DIRECTOR	4.00	Director	$0	$0	$0
ANDREW J SOHN	DIRECTOR	4.00	Director	$0	$0	$0
JILL STANSKY	DIRECTOR	4.00	Director	$0	$0	$0
THOMAS VALLE	DIRECTOR	4.00	Director	$0	$0	$0
SARA WILSON	DIRECTOR	4.00	Director	$0	$0	$0
BENJAMIN MATYS	DIRECTOR	4.00	Director	$0	$0	$0
MARGARET O'BRIEN BERNHARDT	DIRECTOR	4.00	Director	$0	$0	$0
DAVID LAUTZ MD	PHYSICIAN	0.00	Highest	$0	$39,572	$1,455,837
ARTHUR LEE MD	PHYSICIAN	0.00	Highest	$0	$33,354	$775,668
MARK MOSCHELLA MD	PHYSICIAN	0.00	Highest	$0	$33,354	$751,975
JENNIFER NAYOR MD	PHYSICIAN	0.00	Highest	$0	$39,572	$688,693
DAVID KAHAN MD	PHYSICIAN	0.00	Highest	$0	$5,300	$657,256

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	$6,198,981	$1,100,000	$19,107,791	$5,098,981
2023	$4,614,150	$1,197,947	$12,205,475	$3,416,203
2022	$9,746,516	$2,118,767	$10,339,772	$7,627,749
2021	$3,690,160	$1,765,442	$6,800,862	$1,924,718
2020	$4,951,170	$1,039,964	$6,972,826	$3,911,206
2019	$3,121,778	$2,555,855	$4,713,025	$565,923
2018	$2,318,259	$1,266,810	$4,710,925	$1,051,449

EMERSON HEALTH CARE FOUNDATION INC