UNIVERSAL HEALTH SERVICES FOUNDATION (EIN 203396995) - 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

2005

Legal Domicile

Principal Officer

CHARLES BOYLE

Phone

6107683300

Tax Period

2023-01-01 to 2023-12-31

UNIVERSAL HEALTH SERVICES FOUNDATION, founded in 2005, is a small nonprofit in the Public Safety sector that reported $319K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $268K, a strong 84% operating margin.

Mission

DISASTER RELIEF

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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 $299,471

Program Service Revenue $0

Investment Income $88,976

Other Revenue $-69,268

TOTAL REVENUE $319,179

Expense Breakdown

Grants Paid $18,625

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,625

Other Expenses $32,645

TOTAL EXPENSES $51,270

Year-over-Year Comparison

	2023	2022	Change
Revenue	$319,179	$279,165	+0.1%
Expenses	$51,270	$67,946	-0.2%
Net Income	$267,909	$211,219	+0.3%

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	Role	Reportable Comp	Other Comp	Total
EDWARD H SIM	DIRECTOR, PRESIDENT	Officer Director	$0	$0	$0
STEVE FILTON	DIRECTOR, VP	Officer Director	$0	$0	$0
MATTHEW D KLEIN	DIRECTOR	Director	$0	$0	$0
GEORGE H BRUNNER JR	SECRETARY	Officer	$0	$0	$0
CHARLES BOYLE	VICE PRESIDENT	Officer	$0	$0	$0
CHERYL K RAMAGANO	TREASURER	Officer	$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	No data	No data	No data	No data
2023	$319,179	$51,270	$2,020,509	$267,909
2022	$279,165	$67,946	$1,752,613	$211,219
2021	$314,304	$130,942	$1,541,404	$183,362
2020	$1,228,895	$104,122	$1,357,858	$1,124,773

UNIVERSAL HEALTH SERVICES FOUNDATION