HOLY CROSS HEALTH FOUNDATION INC (EIN 208428450) - 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

ANDRE BOYD

Phone

3017547034

Tax Period

2023-07-01 to 2024-06-30

HOLY CROSS HEALTH FOUNDATION INC, founded in 2006, is a community nonprofit in the Health Care sector that reported $3.9M in total revenue in fiscal year 2023. Revenue surged 136% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 27% operating margin.

Mission

TO PROVIDE SUPPORT FOR THE PROGRAMS OF HOLY CROSS HEALTH AND ITS AFFILIATES

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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 $3,339,770

Program Service Revenue $0

Investment Income $534,295

Other Revenue $0

TOTAL REVENUE $3,874,065

Expense Breakdown

Grants Paid $1,062,316

Salaries & Benefits $1,058,515

Fundraising Expenses $1,410,798

Program Expenses $1,229,217

Other Expenses $693,711

TOTAL EXPENSES $2,814,542

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,874,065	$1,641,502	+1.4%
Expenses	$2,814,542	$2,109,240	+0.3%
Net Income	$1,059,523	$-467,738	-3.3%

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

$2,463,411

Total Directors

$1,417,875

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NORVELL COOTS MD	DIRECTOR; HCH PRES & CEO THR 1/24	1.00	Officer Director	$0	$34,961	$790,694
ELIZABETH SIMPSON	ASST. SECY; HCH VP MANAGING COUNSEL	1.00	Officer	$0	$311,502	$708,549
ANNE GILLIS	FORMER OFFICER; HCH CFO THROUGH 8/23	0.00		$0	$231,890	$558,082
JULIE KEESE	DIR, TREA AS OF 4/24; HCH VP AND CFO	1.00	Officer Director	$0	$42,759	$342,697
ALISA SMALLWOOD	CHIEF DEVELOPMENT OFFICER	50.00	Officer	$0	$18,241	$336,987
DOUG STRONG	DIR, HCH INTERIM PRES/CEO AS OF 1/24	1.00	Officer Director	$0	$10,038	$284,484
WENDY FITZSIMMONS	DIRECTOR OF FOUNDATION OPERATION	40.00	Highest	$0	$22,928	$162,408
JACYNTA BREWTON	MAJOR GIFTS OFFICER	40.00	Highest	$0	$29,918	$154,045
ERIC MILLER	MAJOR GIFTS OFFICER	40.00	Highest	$0	$6,971	$139,943
ALLEN DELEON	DIRECTOR; CHAIR	1.00	Officer Director	$0	$0	$0
SAMIR GARCIA	DIRECTOR; VICE CHAIR AS OF 4/24	1.00	Officer Director	$0	$0	$0
SURESH GUPTA MD	DIRECTOR; SECRETARY AS OF 4/24	1.00	Officer Director	$0	$0	$0
CORRINE PARVER	DIRECTOR, SECRETARY THROUGH 12/23	1.00	Officer Director	$0	$0	$0
MICHELLE CAMPBELL	DIRECTOR AS OF 4/24	1.00	Director	$0	$0	$0
KC COLE	DIRECTOR THROUGH 12/23	1.00	Director	$0	$0	$0
JEFF DONOHOE	DIRECTOR	1.00	Director	$0	$0	$0
GAIL EWING	DIRECTOR AS OF 4/24	1.00	Director	$0	$0	$0
ELLEN GLOVER	DIRECTOR THROUGH 12/23	1.00	Director	$0	$0	$0
SIGRID HAINES	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HOLLOWAY	DIRECTOR	1.00	Director	$0	$0	$0
DEANNE MCKENZIE-DAVIS MD	DIRECTOR	1.00	Director	$0	$0	$0
MARY SEIDEL	DIRECTOR	1.00	Director	$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
2025	No data	No data	No data	No data
2024	$3,874,065	$2,814,542	$18,881,411	$1,059,523
2023	$1,641,502	$2,109,240	$15,764,151	$-467,738
2022	$2,760,092	$1,986,622	$14,507,174	$773,470
2021	$2,541,591	$1,486,098	$14,532,629	$1,055,493
2020	$1,120,091	$1,610,525	$5,924,422	$-490,434
2019	$1,080,455	$1,760,881	$5,594,049	$-680,426
2018	$1,432,142	$2,155,420	$5,003,758	$-723,278

HOLY CROSS HEALTH FOUNDATION INC