THE BERTRAND CHAFFEE HOSPITAL FOUND

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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

1996

Legal Domicile

Principal Officer

CAROL FRANCIS

Tax Period

2024-01-01 to 2024-12-31

THE BERTRAND CHAFFEE HOSPITAL FOUND, founded in 1996, is a micro nonprofit in the Health Care sector that reported $90K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $23K, a strong 25% operating margin.

Mission

TO ASSIST AND BENEFIT LOCAL HEALTH RELATED ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $62,524

DONATIONS TO THE BERTRAND CHAFFEE HOSPITAL TO HELP FUND GENERAL OPERATIONS AND ASSIST IN PURCHASING EQUIPMENT AND SUPPLIES TO AID IN HEALTH CARE.

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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 $55,246

Program Service Revenue $0

Investment Income $0

Other Revenue $35,115

TOTAL REVENUE $90,361

Expense Breakdown

Grants Paid $53,996

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $62,524

Other Expenses $13,581

TOTAL EXPENSES $67,577

Year-over-Year Comparison

	2024	2023	Change
Revenue	$90,361	$81,666	+0.1%
Expenses	$67,577	$55,317	+0.2%
Net Income	$22,784	$26,349	-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

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
MICHAEL BENSON	DIRECTOR	5.00	Director	$0	$0	$0
CAROL FRANCIS	BCH CFO	0.00	Director	$0	$0	$0
STAN HANDZLIK	VICE PRESIDE	10.00	Officer Director	$0	$0	$0
JIM INSLEY	DIRECTOR	5.00	Director	$0	$0	$0
CAROLE JONES	SECRETARY	8.00	Officer Director	$0	$0	$0
GAVIN DAVISON MD	DIRECTOR	5.00	Director	$0	$0	$0
CLAUDIA MILLER	PRESIDENT	10.00	Officer Director	$0	$0	$0
JUDI WHITE	TREASURER	8.00	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
2024	$90,361	$67,577	$283,452	$22,784
2023	$81,666	$55,317	$260,668	$26,349
2022	$60,730	$25,120	$234,319	$35,610
2021	$64,189	$32,390	$198,710	$31,799
2020	$51,691	$69,889	$166,911	$-18,198
2019	$105,202	$69,933	$185,881	$35,269
2018	$81,155	$129,253	$150,169	$-48,098