UNITED MEMORIAL MEDICAL CENTER FOUNDATION INC (EIN 222611543) - 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

1985

Legal Domicile

Principal Officer

DR RICHARD DAVIS

Phone

5859221595

Tax Period

2023-01-01 to 2023-12-31

UNITED MEMORIAL MEDICAL CENTER FOUNDATION INC, founded in 1985, is a community nonprofit in the Health Care sector that reported $2.9M in total revenue in fiscal year 2023. Revenue surged 330% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.5M, a strong 85% operating margin.

Mission

TO RAISE AND MANAGE FUNDS IN SUPPORT OF UNITED MEMORIAL MEDICAL CENTER.

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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 $2,557,254

Program Service Revenue $0

Investment Income $335,152

Other Revenue $71

TOTAL REVENUE $2,892,477

Expense Breakdown

Grants Paid $35,831

Salaries & Benefits $364,883

Fundraising Expenses $247,862

Program Expenses $38,316

Other Expenses $36,755

TOTAL EXPENSES $437,469

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,892,477	$672,660	+3.3%
Expenses	$437,469	$321,371	+0.4%
Net Income	$2,455,008	$351,289	+6.0%

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

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

$7,998,238

Total Directors

$4,523,652

Key Employees

$1,000,531

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACY FORD	BOARD PRESIDENT	1.00	Officer Director	$0	$6,590	$111,713
MICHAEL MCKENZIE	BOARD VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SAMANTHA SCHAFER	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA MCGEE	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD DAVIS PHD	CEO	0.00	Officer Director	$0	$54,881	$3,137,090
ANNE BEZON	DIRECTOR	1.00	Director	$0	$0	$0
ERIK FIX	DIRECTOR	1.00	Director	$0	$0	$0
LEE MULCAHY	TREASURER	1.00	Officer Director	$0	$0	$0
NICHOLAS LOFFREDO DO	DIRECTOR	1.00	Director	$0	$4,002	$758,686
CHRISTOPHER MULLEN	SECRETARY	1.00	Officer Director	$0	$0	$125,542
LAURIE PFAFF	DIRECTOR	1.00	Director	$0	$0	$0
KATI SISSON	DIRECTOR	1.00	Director	$0	$10,219	$182,773
STEVE TANNER	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY MLYNIEC	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA PATNODE	DIRECTOR	1.00	Director	$0	$3,611	$149,887
THERESA DEMARS	DIRECTOR	1.00	Director	$0	$0	$0
JACOB HALE	DIRECTOR	1.00	Director	$0	$0	$0
KELLY MCVAY	DIRECTOR	1.00	Director	$0	$470	$57,961
LAUREN WHITING	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS CRILLY	CFO	0.00	Officer	$0	$154,601	$1,579,020
HUGH THOMAS	CAO	0.00	Officer	$0	$9,101	$1,739,491
JENNIFER ESLINGER	COO	0.00	Officer	$0	$11,368	$1,305,382
KELLY MCCORMICK-SULLIVAN	PRESIDENT, FOUNDATIONS	0.00	Key Emp	$0	$11,176	$325,520
DANIEL IRELAND	PRESIDENT, FINGER LAKES RURAL HOSPITALS	0.00	Key Emp	$0	$4,241	$445,111
KELLY GAGAN	PRESIDENT, FOUNDATIONS	0.00	Key Emp	$0	$51	$229,900
LORI ARATARI	SENIOR DEVELOPMENT OFFICER	40.00	Highest	$108,617	$3,178	$111,795

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	$2,892,477	$437,469	$7,246,954	$2,455,008
2022	$672,660	$321,371	$4,914,703	$351,289
2021	$555,815	$346,467	$4,717,618	$209,348
2020	$1,728,479	$360,363	$4,399,187	$1,368,116
2019	$683,561	$334,880	$3,054,097	$348,681
2018	$842,232	$404,345	$2,519,824	$437,887

UNITED MEMORIAL MEDICAL CENTER FOUNDATION INC