ST MARY'S MEDICAL CENTER FOUNDATION

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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

2003

Legal Domicile

Principal Officer

KRISTI ARROWOOD

Phone

3045261296

Tax Period

2023-10-01 to 2024-09-30

ST MARY'S MEDICAL CENTER FOUNDATION, founded in 2003, is a community nonprofit in the Health Care sector that reported $5.7M in total revenue in fiscal year 2023. Revenue surged 441% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.3M, a strong 40% operating margin.

Mission

THE FOUNDATION WILL NOT ONLY PROVIDE LONG-TERM FINANCIAL SUPPORT FOR SUSTAINING AND ENHANCING ST. MARY'S MISSION, BUT ALSO COMMUNITY AWARENESS OF QUALITY, CREATIVE AND COST EFFECTIVE PROGRAMS THAT PROMOTE WELLNESS AS WELL AS TREAT ILLNESS.

Program Service Accomplishments

Program 1

Expenses: $3,084,976

THE FOUNDATION WILL NOT ONLY PROVIDE LONG-TERM FINANCIAL SUPPORT FOR SUSTAINING AND ENHANCING ST. MARY'S MISSION, BUT ALSO COMMUNITY AWARENESS OF QUALITY, CREATIVE AND COST EFFECTIVE PROGRAMS THAT...

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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 $5,458,744

Program Service Revenue $0

Investment Income $309,604

Other Revenue $-80,392

TOTAL REVENUE $5,687,956

Expense Breakdown

Grants Paid $2,844,952

Salaries & Benefits $0

Fundraising Expenses $21,660

Program Expenses $3,084,976

Other Expenses $551,972

TOTAL EXPENSES $3,396,924

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,687,956	$1,052,244	+4.4%
Expenses	$3,396,924	$807,529	+3.2%
Net Income	$2,291,032	$244,715	+8.4%

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

125

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

$2,719,950

Total Directors

$1,053,296

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELA SWEARINGEN	BOARD MEMBER & SMMC COO	1.00	Director	$0	$77,063	$639,727
MARK MORGAN	VICE CHAIR & VP PHYS SERV COO HIMG	1.00	Officer Director	$0	$55,127	$413,569
STEVE GOLDER	CHAIR	1.00	Officer Director	$0	$0	$0
JIM TURNER	SECRETARY	1.00	Officer Director	$0	$0	$0
TERRI WALTERS	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW DAWSON	BOARD MEMBER	1.00	Director	$0	$0	$0
COURTNEY HATFIELD	BOARD MEMBER	1.00	Director	$0	$0	$0
ORA MUTH	TREASURER	1.00	Officer Director	$0	$0	$0
PAT REGER	BOARD MEMBER	1.00	Director	$0	$0	$0
VALERIE SELLARDS	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN LAKE	BOARD MEMBER	1.00	Director	$0	$0	$0
BRADLEY BURCK	VP CORP FND & DNR PHIL	0.00	Officer	$0	$46,408	$309,485
KEVIN YINGLING	PRESIDENT & CEO	0.00	Officer	$0	$168,499	$1,033,744
DAVID M WARD	SENIOR VP & CFO	0.00	Officer	$0	$34,973	$963,152

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	$5,687,956	$3,396,924	$6,564,933	$2,291,032
2023	$1,052,244	$807,529	$3,825,457	$244,715
2022	$1,408,563	$951,144	$3,302,228	$457,419
2021	$701,486	$284,847	$2,999,491	$416,639
2020	$617,683	$575,936	$2,021,747	$41,747
2019	$477,013	$514,249	$1,945,924	$-37,236
2018	$438,266	$825,647	$1,995,851	$-387,381