MONROE CLINIC AND HOSPITAL FOUNDATION (EIN 205769038) - 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

2006

Legal Domicile

Principal Officer

STEPHANIE KING

Phone

6083242868

Tax Period

2023-01-01 to 2023-12-31

MONROE CLINIC AND HOSPITAL FOUNDATION, founded in 2006, is a small nonprofit in the Health Care sector that reported $808K in total revenue in fiscal year 2023. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $392K, a strong 49% operating margin.

Mission

MONROE CLINIC AND HOSPITAL FOUNDATION SERVES AND ENHANCES THE HEALING MISSION OF MONROE CLINIC BY COMBINING THE GIVING SPIRIT OF OUR COMMUNITIES WITH ALL WHO ENTER THROUGH OUR DOORS.

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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 $360,004

Program Service Revenue $201,921

Investment Income $253,492

Other Revenue $-7,560

TOTAL REVENUE $807,857

Expense Breakdown

Grants Paid $196,012

Salaries & Benefits $186,000

Fundraising Expenses $219,929

Program Expenses $196,012

Other Expenses $33,929

TOTAL EXPENSES $415,941

Year-over-Year Comparison

	2023	2022	Change
Revenue	$807,857	$527,050	+0.5%
Expenses	$415,941	$465,035	-0.1%
Net Income	$391,916	$62,015	+5.3%

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

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

$5,791,603

Total Directors

$3,226,604

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE CURRAN-MEULI	DIRECTOR, PRESIDENT/CEO OF THE MONROE CLINIC INC	1.00	Director	$0	$201,977	$754,903
GAINES RICHARDSON	DIRECTOR, PHYSICIAN AT THE MONROE CLINIC	1.00	Director	$0	$64,201	$333,542
JANE SYBERS	EXECUTIVE DIRECTOR	40.00	Officer Director	$0	$45,619	$168,923
JOE KLEIN	DIRECTOR & CHAIR	1.00	Officer Director	$0	$0	$0
TEENA BUHOLZER	DIRECTOR, VICE CHAIR, ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
ALESSANDRO ROSSI MD	DIRECTOR, ASSISTANT SECRETARY	1.00	Officer Director	$0	$0	$0
DEB THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
JILL LEITZEN	DIRECTOR	1.00	Director	$0	$0	$0
KIM MARKHAM	DIRECTOR	1.00	Director	$0	$0	$0
SUE ANDERSON	DIRECTOR, REGIONAL PRESIDENT OF SSM HEALTH WISCONS	1.00	Director	$0	$540,322	$1,969,236
JIM DAVIDSON MD	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA FIELDS	DIRECTOR	1.00	Director	$0	$0	$0
RANDY COMBS	TREASURER, CFO AT SSM HEALTH	1.00	Officer	$0	$1,238,074	$3,420,428
DOUGLAS LONG	SECRETARY, CHIEF LEGAL OFFICER AT SSM HEALTH	1.00	Officer	$0	$777,013	$2,202,252

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	$807,857	$415,941	$10,660,660	$391,916
2022	$527,050	$465,035	$9,309,828	$62,015
2021	$1,150,594	$419,598	$10,506,301	$730,996
2020	$436,501	$392,520	$8,653,498	$43,981
2019	$457,267	$389,196	$7,705,117	$68,071
2018	$399,015	$623,025	$6,808,875	$-224,010

MONROE CLINIC AND HOSPITAL FOUNDATION