MEMORIAL HOSPITAL OF WILLIAM F AND GERTRUDE F JONES INC (EIN 222807681) - 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

1921

Legal Domicile

Principal Officer

BOYD CHAPPELL

Phone

5855931100

Tax Period

2023-07-01 to 2024-06-30

MEMORIAL HOSPITAL OF WILLIAM F AND GERTRUDE F JONES INC, founded in 1921, is a mid-sized nonprofit in the Health Care sector that reported $82.7M in total revenue in fiscal year 2023. Expenses of $75.7M left a modest 8% surplus.

Mission

JONES MEMORIAL HOSPITAL IS COMMITTED TO ENSURING ACCESS TO THE HIGHEST QUALITY HEALTHCARE FOR OUR COMMUNITY IN A CARING MANNER.

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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 $7,493,556

Program Service Revenue $68,677,425

Investment Income $87,780

Other Revenue $6,435,016

TOTAL REVENUE $82,693,777

Expense Breakdown

Grants Paid $0

Salaries & Benefits $33,862,776

Fundraising Expenses $0

Program Expenses $61,740,745

Other Expenses $41,849,458

TOTAL EXPENSES $75,712,234

Year-over-Year Comparison

	2023	2022	Change
Revenue	$82,693,777	$78,117,523	+0.1%
Expenses	$75,712,234	$74,067,556	+0.0%
Net Income	$6,981,543	$4,049,967	+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

582

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

$705,191

Total Directors

$5,344,082

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAROL MARCIANO	CHAIRPERSON	2.00	Officer Director	$0	$29,894	$212,567
DANIEL JOHNSON	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
JENNY BILOTTA	TREASURER	2.00	Officer Director	$0	$0	$0
MARY KATE COLE	SECRETARY UNTIL 10/23	2.00	Officer Director	$0	$0	$0
STEVEN GOLDSTEIN	BOARD MEMBER	2.00	Director	$0	$214,557	$1,848,105
MARK TAUBMAN	BOARD MEMBER	2.00	Director	$0	$179,258	$2,058,900
MICHAEL APOSTOLAKOS	BOARD MEMBER	2.00	Director	$0	$112,217	$833,550
SAMANTHA GILKEY	BOARD MEMBER	2.00	Director	$0	$0	$0
RICHARD EWELL	BOARD MEMBER	2.00	Director	$0	$0	$0
IAN JONES	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES KNAPP	SECRETARY	2.00	Officer Director	$0	$0	$0
RHIANNON SISSON	BOARD MEMBER	2.00	Director	$0	$0	$0
STEVEN MAURO	BOARD MEMBER	2.00	Director	$0	$0	$0
ANDRES RUBERT MD	CHIEF OF MEDICAL STAFF	40.00	Director	$365,000	$25,960	$390,960
JUDITH HOPKINS	BOARD MEMBER	2.00	Director	$0	$0	$0
AMY BENNETT	BOARD MEMBER	2.00	Director	$0	$0	$0
JENNIFER JOYCE	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES HELMS	CEO	40.00	Officer	$253,654	$13,619	$267,273
BOYD CHAPPELL	CFO	40.00	Officer	$222,806	$2,545	$225,351
PAUL AXTELL MD	ORTHOPAEDIC SURGEON	40.00	Highest	$718,000	$26,170	$744,170
HEATHER LANPHERE MD	OB/GYN	40.00	Highest	$448,077	$26,920	$474,997
NISHANT CHAUDHARY MD	HOSPITALIST	40.00	Highest	$368,156	$21,406	$389,562
SADDAM YASIN MD	PEDIATRICIAN	40.00	Highest	$376,383	$19,541	$395,924
ZAHI KASSAS MD	HOSPITALIST	40.00	Highest	$387,850	$3,564	$391,414

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	$82,693,777	$75,712,234	$96,754,018	$6,981,543
2023	$78,117,523	$74,067,556	$72,495,461	$4,049,967
2022	$62,105,918	$60,930,246	$59,496,738	$1,175,672
2021	$64,421,562	$53,738,228	$55,322,921	$10,683,334
2020	$50,327,205	$45,521,349	$49,277,026	$4,805,856
2018	$47,524,797	$41,795,553	$25,691,943	$5,729,244

MEMORIAL HOSPITAL OF WILLIAM F AND GERTRUDE F JONES INC