MORRIS HOSPITAL AUXILIARY (EIN 208026364) - 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

THOMAS J DOHM

Phone

8159422932

Tax Period

2023-01-01 to 2023-12-31

MORRIS HOSPITAL AUXILIARY, founded in 2006, is a small nonprofit in the Health Care sector that reported $223K in total revenue in fiscal year 2023. Revenue surged 160% from the prior year, signaling strong growth momentum.

Mission

THE MISSION IS TO SUPPORT MORRIS HOSPITAL THROUGH FINANCIAL SUPPORT AND VOLUNTEER SERVICE. SPECIFICALLY, THE AUXILIARY RAISES FUNDS THROUGH SPECIAL EVENTS, SALES, AND THE GIFT SHOP AND PROVIDES A WIDE ARRAY OF VOLUNTEER OPPORTUNITIES IN THE HOSPITAL AND IN THE COMMUNITY.

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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 $179,431

Program Service Revenue $0

Investment Income $0

Other Revenue $43,280

TOTAL REVENUE $222,711

Expense Breakdown

Grants Paid $210,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $210,000

Other Expenses $10,084

TOTAL EXPENSES $220,084

Year-over-Year Comparison

	2023	2022	Change
Revenue	$222,711	$85,535	+1.6%
Expenses	$220,084	$76,530	+1.9%
Net Income	$2,627	$9,005	-0.7%

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

140

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

$1,160,574

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHY BERGSTROM	PRESIDENT	1.00	Officer Director	$0	$0	$0
RODNEY ENGSTROM	VICE PRESIDENT/TREASURER	1.00	Officer Director	$0	$0	$0
ANN MARIE STRUCK	SECRETARY	1.00	Officer Director	$0	$0	$0
DEBBIE BOLS	DIRECTOR	1.00	Director	$0	$0	$0
RUTH BRISCOE	DIRECTOR	1.00	Director	$0	$0	$0
DIANE D'ARCY	DIRECTOR	1.00	Director	$0	$0	$0
PETER FLEMING	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR NARVICK	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE PRUIM	DIRECTOR	1.00	Director	$0	$0	$0
MIKE PFAFF	DIRECTOR	1.00	Director	$0	$0	$0
DR JOHN B ROTH JR	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN STOTT	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL TESDAL	DIRECTOR	1.00	Director	$0	$0	$0
DEAN WOLFER	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS DOHM	PRESIDENT/CEO	1.00	Officer	$0	$50,007	$691,914
MICHAEL LAWRENCE	CFO	0.50	Officer	$0	$33,223	$468,660

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	$222,711	$220,084	$73,835	$2,627
2022	$85,535	$76,530	$72,965	$9,005
2021	$99,023	$99,744	$63,224	$-721
2020	$168,968	$175,890	$62,052	$-6,922
2019	$222,814	$233,984	$54,449	$-11,170
2018	$237,708	$223,762	$68,072	$13,946

MORRIS HOSPITAL AUXILIARY