William Newton Healthcare Foundation Inc (EIN 205069172) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

Annika Morris

Phone

6202226275

Tax Period

2023-01-01 to 2023-12-31

William Newton Healthcare Foundation Inc, founded in 2006, is a small nonprofit in the Health Care sector that reported $444K in total revenue in fiscal year 2023. Revenue fell 63% from the prior year — a significant decline worth monitoring. Expenses of $769K exceeded revenue, resulting in a 73% operating deficit.

Mission

Fundraising for the support of William Newton Memorial Hospital

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $317,196

Program Service Revenue $0

Investment Income $100,506

Other Revenue $25,886

TOTAL REVENUE $443,588

Expense Breakdown

Grants Paid $505,365

Salaries & Benefits $0

Fundraising Expenses $171,716

Program Expenses $505,365

Other Expenses $92,092

TOTAL EXPENSES $769,173

Year-over-Year Comparison

	2023	2022	Change
Revenue	$443,588	$1,207,919	-0.6%
Expenses	$769,173	$1,190,226	-0.4%
Net Income	$-325,585	$17,693	-19.4%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$354,184

Total Directors

$750,022

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Becky Long	VP thru. June 2023/President	1.00	Officer Director	$0	$0	$0
Cory Helmer	Trustee	1.00	Director	$0	$0	$0
Dared Price	Trustee	1.00	Director	$0	$0	$0
Dr Todd Peters	Trustee/VP begin. Aug. 2023	1.00	Officer Director	$0	$29,241	$256,395
Dick Vaught	Trustee	1.00	Director	$0	$0	$0
Dr K Daniel Miller	Trustee	1.00	Director	$0	$48,952	$493,627
Mike Mildfelt	Pres. thru June 2023/Trustee	1.00	Director	$0	$0	$0
Rob Fields	Trustee	1.00	Director	$0	$0	$0
Taggart Wall	Trustee	1.00	Director	$0	$0	$0
Greg Thompson	Trustee	1.00	Director	$0	$0	$0
Gail Sawyer	Trustee	1.00	Director	$0	$0	$0
Jessi Leeper	Trustee begin Aug. 2023	1.00	Director	$0	$0	$0
Annika Morris	Foundation Director	4.00	Officer	$0	$26,290	$97,789

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	$443,588	$769,173	$3,090,573	$-325,585
2022	$1,207,919	$1,190,226	$3,652,229	$17,693
2021	$753,137	$582,035	$3,523,215	$171,102
2020	$197,095	$539,179	$3,140,003	$-342,084
2019	$761,484	$1,062,292	$3,280,338	$-300,808
2018	$2,206,077	$442,883	$3,252,254	$1,763,194

William Newton Healthcare Foundation Inc