GUADALUPE HEALTH FOUNDATION (EIN 201344137) - 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

2004

Legal Domicile

Principal Officer

STEVE GEBERT

Phone

3162693900

Tax Period

2023-07-01 to 2024-06-30

GUADALUPE HEALTH FOUNDATION, founded in 2004, is a small nonprofit that reported $531K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Net assets of $7.7M represent 173 months of operating reserves.

Mission

PROVIDE HEALTH CARE & HEALTH EDUCATION TO POOR, DISTRESSED & UNDERPRIVILEGED IN WICHITA DIOCESE.

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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 $297,950

Program Service Revenue $0

Investment Income $276,385

Other Revenue $-43,555

TOTAL REVENUE $530,780

Expense Breakdown

Grants Paid $435,000

Salaries & Benefits $0

Fundraising Expenses $59,000

Program Expenses $435,000

Other Expenses $107,622

TOTAL EXPENSES $542,622

Year-over-Year Comparison

	2023	2022	Change
Revenue	$530,780	$594,956	-0.1%
Expenses	$542,622	$543,099	0.0%
Net Income	$-11,842	$51,857	-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

N/A

Volunteers

175

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

$43,995

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE GEBERT	TRUSTEE/CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JASON PHILLIPS	TRUSTEE/VICE-CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JOYCE HEISMEYER	TRUSTEE/SECRETARY	1.00	Officer Director	$0	$0	$0
ARCHIE MACIAS	TRUSTEE/TREASURER	1.00	Officer Director	$0	$0	$0
KAREN BALBIERZ	TRUSTEE	1.00	Director	$0	$0	$0
GLENNA BORHO	TRUSTEE	1.00	Director	$0	$0	$0
JOHN CANTELE	TRUSTEE	1.00	Director	$0	$0	$0
DR MIKE CAUGHLIN	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN CHAMBERLIN	TRUSTEE	1.00	Director	$0	$0	$0
DELONNA COLEMAN	TRUSTEE	1.00	Director	$0	$0	$0
LES DONOVAN	TRUSTEE	1.00	Director	$0	$0	$0
PAULA DULING	TRUSTEE	1.00	Director	$0	$0	$0
MARTHA GRANT	TRUSTEE	1.00	Director	$0	$0	$0
STEVE HUND	TRUSTEE	1.00	Director	$0	$0	$0
PETER SALMERON	TRUSTEE	1.00	Director	$0	$0	$0
NADINE STANNARD	TRUSTEE	1.00	Director	$0	$0	$0
MICHELLE WALTER	TRUSTEE	1.00	Director	$0	$0	$0
LINDSEY WASINGER	TRUSTEE	1.00	Director	$0	$0	$0
REV PATRICK YORK	TRUSTEE	1.00	Director	$0	$7,620	$43,995

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	No data	No data	No data	No data
2024	$530,780	$542,622	$7,673,362	$-11,842
2023	$594,956	$543,099	$7,239,758	$51,857
2022	$691,191	$510,261	$6,959,296	$180,930
2021	$891,690	$479,383	$8,064,967	$412,307
2020	$287,153	$517,243	$6,752,318	$-230,090
2019	$431,787	$545,353	$6,951,169	$-113,566
2018	$762,132	$477,263	$7,042,407	$284,869

GUADALUPE HEALTH FOUNDATION