SAN LUIS VALLEY HEALTH 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

2006

Legal Domicile

Phone

7195892511

Tax Period

2023-07-01 to 2024-06-30

SAN LUIS VALLEY HEALTH FOUNDATION, founded in 2006, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $277K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $217K, a strong 79% operating margin.

Mission

ACQUIRE AND MANAGE ASSETS IN SUPPORT OF LUTHERAN HOSPITAL ASSOCIATION OF THE SAN LUIS VALLEY.

Program Service Accomplishments

Program 1

Expenses: $59,183 Revenue: $0

TO SUPPORT THE LUTHERAN HOSPITAL ASSOCIATION OF THE SAN LUIS VALLEY.

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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 $131,009

Program Service Revenue $0

Investment Income $15,753

Other Revenue $129,789

TOTAL REVENUE $276,551

Expense Breakdown

Grants Paid $59,183

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,183

Other Expenses $36

TOTAL EXPENSES $59,219

Year-over-Year Comparison

	2023	2022	Change
Revenue	$276,551	$222,764	+0.2%
Expenses	$59,219	$307,357	-0.8%
Net Income	$217,332	$-84,593	-3.6%

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

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

$974,122

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DUANE BUSSEY	DIRECTOR/TREASURER	2.0	Officer Director	$0	$0	$0
JEFF MOTZ	DIRECTOR/PRESIDENT	2.0	Officer Director	$0	$0	$0
LORI LASKE	DIRECTOR/VICE PRESIDENT	2.0	Officer Director	$0	$0	$0
AMY MCKINLEY	DIRECTOR	2.0	Director	$0	$0	$0
DELZIA PAVLOVSKY-WORLEY	DIRECTOR	2.0	Director	$0	$0	$0
ROSALIE MARTINEZ	DIRECTOR	2.0	Director	$0	$0	$0
ROXANN SITLLER	DIRECTOR/SECRETARY	2.0	Director	$0	$0	$0
RUSSELL ACHATZ	DIRECTOR	2.0	Director	$0	$0	$0
SHEILA HICKS	DIRECTOR	2.0	Director	$0	$0	$0
KELLY GURULE	FOUNDATION DIRECTOR	36.0	Officer	$0	$12,280	$96,531
KONNIE MARTIN	CEO	2.0	Officer	$0	$35,491	$579,915
SHANE MORTENSEN	CFO	1.0	Officer	$0	$32,160	$297,676

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	$276,551	$59,219	$916,478	$217,332
2023	$222,764	$307,357	$666,053	$-84,593
2022	$169,276	$10,218	$721,443	$159,058
2021	$343,058	$68,352	$632,432	$274,706