SETON HEALTH FOUNDATION INC (EIN 222345416) - 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

1945

Legal Domicile

Principal Officer

KARL COTE'

Phone

5184824433

Tax Period

2017-07-01 to 2018-06-30

SETON HEALTH FOUNDATION INC, founded in 1945, is a small nonprofit that reported $539K in total revenue in fiscal year 2017. Revenue fell 53% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $122K, a strong 23% operating margin.

Mission

TO PROVIDE SUPPORT FOR THE PROGRAMS OF SETON HEALTH SYSTEM 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 (2017)

Revenue Breakdown

Contributions & Grants $389,895

Program Service Revenue $0

Investment Income $137,271

Other Revenue $12,000

TOTAL REVENUE $539,166

Expense Breakdown

Grants Paid $374,177

Salaries & Benefits $0

Fundraising Expenses $42,900

Program Expenses $374,177

Other Expenses $42,900

TOTAL EXPENSES $417,077

Year-over-Year Comparison

	2017	2016	Change
Revenue	$539,166	$1,154,776	-0.5%
Expenses	$417,077	$2,337,232	-0.8%
Net Income	$122,089	$-1,182,456	-1.1%

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

$2,140,533

Total Directors

$1,244,179

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARL COTE'	DIRECTOR; EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$31,223	$169,335
ROBERT BENTON MD	DIR;CHR;SAMARITAN DIR CARDIAC REHAB	1.00	Officer Director	$0	$0	$10,050
STEPHEN RETZLAFF	DIRECTOR; 1ST VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOHN SHARTRAND	DIRECTOR; 2ND VICE CHAIR AS OF 1/18	1.00	Officer Director	$0	$0	$0
MARK RYAN	DIR;2ND V CH TH 11/17;TREAS AT 11/17	1.00	Officer Director	$0	$0	$0
JAMES MCGLYNN	DIRECTOR THR 12/17; TREAS THR 10/17	1.00	Officer Director	$0	$0	$0
JOSEPH CELESTE	DIRECTOR; SECRETARY	1.00	Officer Director	$0	$0	$0
MOSHE BONDER	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT BRISTOL	DIRECTOR	0.50	Director	$0	$0	$0
MATTHEW CLARKE	DIRECTOR	0.50	Director	$0	$0	$0
DAVID COLETTI MD	DIRECTOR	0.50	Director	$0	$0	$0
JAMES CONROY	DIRECTOR	0.50	Director	$0	$0	$0
ALEXANDER COURTNEY	DIRECTOR	0.50	Director	$0	$0	$0
JOHN DANIELS	DIRECTOR	0.50	Director	$0	$0	$0
DIANNE DECURTIS	DIRECTOR	0.50	Director	$0	$0	$0
MARY ROSE DEMARCO	DIRECTOR; RN	0.50	Director	$0	$0	$2,808
DEBORAH ELLIOT	DIRECTOR	0.50	Director	$0	$0	$0
LISA FANE	DIRECTOR	0.50	Director	$0	$0	$0
THOMAS FARNAN	DIRECTOR	0.50	Director	$0	$0	$0
KHRISTOPHER FITZGERALD	DIRECTOR	0.50	Director	$0	$0	$0
ELAINE GRIMM	DIRECTOR	0.50	Director	$0	$0	$0
STEVEN HUNT	DIRECTOR	0.50	Director	$0	$0	$0
FRANCES HYDE	DIRECTOR THROUGH 3/18	0.50	Director	$0	$0	$0
BRADLEY JONES	DIRECTOR	0.50	Director	$0	$0	$0
REV EDWARD KACERGUIS	DIRECTOR AS OF 1/18	0.50	Director	$0	$0	$0
DANIEL KOCHIE	DIR; REG DIR PATIENT FINANCIAL SVCS	0.50	Director	$0	$21,143	$331,559
GWEN KRAUSE	DIRECTOR AS OF 3/18	0.50	Director	$0	$0	$0
MAYOR PATRICK MADDEN	DIRECTOR AS OF 9/17	0.50	Director	$0	$0	$0
JAMES MCPARTLON III	DIRECTOR	0.50	Director	$0	$0	$0
KELLYANNE MURRAY	DIRECTOR THROUGH 10/17	0.50	Director	$0	$0	$0
MAUREEN NOONAN	DIRECTOR AS OF 3/18	0.50	Director	$0	$0	$0
JAMES REEKS	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD ROWLANDS ESQ	DIRECTOR	0.50	Director	$0	$0	$0
PETER SEMENZA	DIRECTOR; SPHP VP, PHILANTHROPY	1.00	Director	$0	$39,464	$398,563
SCOTT ST GEORGE	DIRECTOR THROUGH 12/17	0.50	Director	$0	$63,395	$331,864
ALLEN ZIEKER MD	DIRECTOR	0.50	Director	$0	$0	$0
JAMES REED MD	SPHP PRESIDENT & CEO	1.00	Officer	$0	$59,604	$1,128,425
THOMAS ROBERT	SPHP VP, CFO & TREASURER	1.00	Officer	$0	$47,445	$564,773
DENISE MORMINO	SPHP CAO/CFO SMALL COMPONENT CORPS.	1.00	Officer	$0	$34,674	$267,950
THOMAS SCHUHLE	FORMER OFFICER	0.00		$0	$21,259	$281,828

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
2018	$539,166	$417,077	$2,732,539	$122,089
2018	$532,104	$331,059	No data	$201,045

SETON HEALTH FOUNDATION INC