HEALTH CARE FOUNDATION OF GREATER KC (EIN 200167282) - 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

2003

Legal Domicile

Principal Officer

QIANA THOMASON

Phone

8162417006

Tax Period

2023-01-01 to 2023-12-31

HEALTH CARE FOUNDATION OF GREATER KC, founded in 2003, is a mid-sized nonprofit in the Health Care sector that reported $20.2M in total revenue in fiscal year 2023. Revenue fell 89% from the prior year — a significant decline worth monitoring. Expenses of $50.3M exceeded revenue, resulting in a 149% operating deficit.

Mission

TO ACHIEVE HEALTH EQUITY & SECURE A FAIR & JUST REGION THROUGH LEADERSHIP,ADVOCACY,& RESOURCES

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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 $5,000

Program Service Revenue $0

Investment Income $20,182,873

Other Revenue $0

TOTAL REVENUE $20,187,873

Expense Breakdown

Grants Paid $31,576,111

Salaries & Benefits $5,126,229

Fundraising Expenses $0

Program Expenses $37,624,262

Other Expenses $13,625,085

TOTAL EXPENSES $50,327,425

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,187,873	$180,098,421	-0.9%
Expenses	$50,327,425	$43,715,710	+0.2%
Net Income	$-30,139,552	$136,382,711	-1.2%

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

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

$1,486,656

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
IRENE CAUDILLO	CHAIR	1.00	Officer Director	$0	$0	$0
NIKKI NEWTON	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
GEOFF JOLLEY	SECRETARY	1.00	Officer Director	$0	$0	$0
KENT HAWKINS	TREASURER	1.00	Officer Director	$0	$0	$0
STACEY DANIELS-YOUNG	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM DUNCAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ED ELLERBECK	BOARD MEMBER	1.00	Director	$0	$0	$0
NED HOLLAND	BOARD MEMBER	1.00	Director	$0	$0	$0
NAIOMI JAMAL	BOARD MEMBER	1.00	Director	$0	$0	$0
SIOBHAN MCLAUGHLIN LESLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM PRYDE	BOARD MEMBER	1.00	Director	$0	$0	$0
LISSE REGEHR	BOARD MEMBER	1.00	Director	$0	$0	$0
DRED SCOTT	BOARD MEMBER	1.00	Director	$0	$0	$0
AWAIS SUFI	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRY TRAFTON	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNETTE WHEELER	BOARD MEMBER	1.00	Director	$0	$0	$0
QIANA THOMASON	PRESIDENT/CEO	40.00	Officer	$479,667	$66,157	$545,824
CHRISTIE ZARKOVICH	CAFIO/ASST TREASURER	40.00	Officer	$343,280	$50,994	$394,274
MCCLAIN BRYANT MACKLIN	VP OF POLICY & IMPACT/ASST SECRY	40.00	Officer	$235,135	$56,293	$291,428
EUSEBIO DIAZ	VP STRATEGY LEARNING & COMMUNICATIONS/ASST SECRY	40.00	Officer	$216,696	$38,434	$255,130
JANE MOSLEY	DIRECTOR OF IMPACT LEARNING & RESEARCH	40.00	Highest	$151,509	$35,145	$186,654
ANGELIQUE WILLIAMS	DIRECTOR OF ORG. LEARNING & CULTURE	40.00	Highest	$147,860	$47,504	$195,364
HAYAT ABDULLAHI	DIRECTOR OF COMMUNITY IMPACT	40.00	Highest	$139,949	$25,983	$165,932
JENNIFER SYKES	DIRECTOR OF COMMUNICATIONS & NARRATIVE CHANGE	40.00	Highest	$147,396	$47,020	$194,416
BRENDA CALVIN	CHIEF OF STAFF	40.00	Highest	$154,038	$16,230	$170,268

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	No data	No data	No data	No data
2023	$20,187,873	$50,327,425	$905,273,400	$-30,139,552
2022	$180,098,421	$43,715,710	$837,930,529	$136,382,711
2021	$44,980,077	$30,398,674	$962,196,550	$14,581,403
2020	$35,289,913	$35,779,287	$855,422,735	$-489,374
2019	$31,379,378	$34,008,498	$805,912,359	$-2,629,120
2018	$55,662,893	$31,575,201	$725,880,922	$24,087,692

HEALTH CARE FOUNDATION OF GREATER KC