LUTHERAN MEDICAL CENTER FOUNDATION (EIN 208846152) - 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

2007

Legal Domicile

Principal Officer

KATHERINE REPOLA

Phone

8018427851

Tax Period

2023-01-01 to 2023-12-31

LUTHERAN MEDICAL CENTER FOUNDATION, founded in 2007, is a community nonprofit in the Health Care sector that reported $4.0M in total revenue in fiscal year 2023. Revenue fell 41% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.2M, a strong 31% operating margin.

Mission

BE A MODEL HEALTH SYSTEM BY PROVIDING EXTRAORDINARY CARE AND SUPERIOR SERVICE AT AN AFFORDABLE COST.LUTHERAN MEDICAL CENTER FOUNDATION WEBSITE ADDRESS:HTTPS://INTERMOUNTAINHEALTHCARE.ORG/FOUNDATION/LUTHERAN-FOUNDATION

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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 $3,649,658

Program Service Revenue $0

Investment Income $375,432

Other Revenue $-13,804

TOTAL REVENUE $4,011,286

Expense Breakdown

Grants Paid $1,850,871

Salaries & Benefits $464,040

Fundraising Expenses $221,074

Program Expenses $1,881,987

Other Expenses $450,639

TOTAL EXPENSES $2,765,550

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,011,286	$6,803,397	-0.4%
Expenses	$2,765,550	$2,223,346	+0.2%
Net Income	$1,245,736	$4,580,051	-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

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

$237,936

Total Directors

$2,892,652

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN WICKLUND	DIRECTOR 1/1-2/28/23	1.00	Director	$0	$24,444	$1,169,816
SCOTT PEEK	DIRECTOR 3/1-12/31/23	1.00	Director	$0	$397,369	$1,423,182
KRISTI DAVIS	DIRECTOR	1.00	Director	$0	$68,621	$299,654
KATHERINE REPOLA	EXECUTIVE DIRECTOR	50.00	Officer	$0	$52,208	$237,936
JEFFREY BONTRAGER MD	DIRECTOR 3/15-12/31/23	1.00	Director	$0	$0	$0
JENNIFER CASKEY MD	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTA DOBBS	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT HUNTER MD	DIRECTOR	1.00	Director	$0	$0	$0
DOULGAS MARTEL MD	DIRECTOR	1.00	Director	$0	$0	$0
JULIA MCVEY	VICE CHAIR & SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN O'DORISIO	DIRECTOR	1.00	Director	$0	$0	$0
JAHI SIMBAI	DIRECTOR 1/1-8/31/23	1.00	Director	$0	$0	$0
FRANK TEUNISSEN	TREASURER	1.00	Officer Director	$0	$0	$0
BOB VAN WETTER	CHAIR	1.00	Officer Director	$0	$0	$0
JOHN WITWER MD	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
2024	No data	No data	No data	No data
2023	$4,011,286	$2,765,550	$21,848,890	$1,245,736
2022	$6,803,397	$2,223,346	$19,172,663	$4,580,051
2021	$3,257,548	$2,297,722	$17,413,547	$959,826
2020	$3,894,461	$2,719,448	$15,085,630	$1,175,013
2019	$2,888,796	$2,739,014	$13,030,764	$149,782
2018	$2,848,763	$3,205,569	$11,279,340	$-356,806

LUTHERAN MEDICAL CENTER FOUNDATION