METHODIST HOSPITAL FOUNDATION

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

KRISTEN VOGEL

Phone

2155038958

Tax Period

2024-07-01 to 2025-06-30

METHODIST HOSPITAL FOUNDATION, founded in 1976, is a community nonprofit in the Health Care sector that reported $1.6M in total revenue in fiscal year 2024. Revenue surged 638% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 85% operating margin.

Mission

THE METHODIST HOSPITAL FOUNDATION ("FOUNDATION") IS A PUBLIC CHARITY WHICH SERVES AS THE FUND-RAISING ARM OF METHODIST HOSPITAL. THE FOUNDATION'S CHARITABLE MISSION IS TO RAISE FUNDS AND PROVIDE GRANTS TO SUPPORT THE DELIVERY OF HEALTHCARE SERVICES AT METHODIST HOSPITAL AND WITHIN THE SURROUNDING COMMUNITY. THE FOUNDATION ALLOWS METHODIST HOSPITAL TO CONTINUE ITS STEWARDSHIP OF ITS COMMUNITY. IN 1998, THE METHODIST HOSPITAL FOUNDATION BEGAN TO SOLICIT GRANT REQUESTS FROM THE PUBLIC SECTOR FOR HEALTHCARE RELATED PROGRAMS. THE GRANT PROGRAM EMPOWERS GRASS ROOTS ORGANIZATIONS BY MAKING AVAILABLE TO THEM THE FINANCIAL RESOURCES THEY SO DESPERATELY NEED TO PROVIDE HOME CARE, ELDER CARE, FAMILY AND CHILDREN SERVICES AND OTHER PROGRAMS THAT UNITE OUR DIVERSE NEIGHBORHOOD AND KEEP IT STRONG. SINCE THAT TIME, THE FOUNDATION HAS REINVESTED OVER $1,500,000 IN THE COMMUNITY THROUGH ITS GRANT PROGRAM. THE GRANTS AWARDED REPRESENT A COLLABORATIVE EFFORT BETWEEN OUR COMMUNITY CENTERS AND ORGANIZATION

Program Service Accomplishments

Program 1

Expenses: $240,088 Revenue: $0

EXPENSES INCURRED IN RAISING FUNDS AND PROVIDING GRANTS TO SUPPORT THE DELIVERY OF HEALTHCARE SERVICES AT METHODIST HOSPITAL AND WITHIN THE SURROUNDING COMMUNITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $61,398

Program Service Revenue $0

Investment Income $1,521,838

Other Revenue $-18,249

TOTAL REVENUE $1,564,987

Expense Breakdown

Grants Paid $135,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $240,088

Other Expenses $105,088

TOTAL EXPENSES $240,088

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,564,987	$212,154	+6.4%
Expenses	$240,088	$374,574	-0.4%
Net Income	$1,324,899	$-162,420	-9.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
J JEFFREY GRANT	CHAIRMAN - TRUSTEE	5.0	Officer Director	$0	$0	$0
JANICE R BELLACE ESQ	VICE CHAIR - TRUSTEE	5.0	Officer Director	$0	$0	$0
HONORABLE MATTHEW CARRAFIELLO	VICE CHAIR - TRUSTEE	5.0	Officer Director	$0	$0	$0
FRANK H WISNIEWSKI ESQ	VICE CHAIR - TRUSTEE	5.0	Officer Director	$0	$0	$0
MILLICENT CLARK	TRUSTEE	5.0	Director	$0	$0	$0
GEORGE E DEMING	TRUSTEE	5.0	Director	$0	$0	$0
CATRIONA HARROP MD	TRUSTEE	5.0	Director	$0	$0	$0
REV DR CHRISTOPHER KURIEN	TRUSTEE	5.0	Director	$0	$0	$0
DANIEL PEOU	TRUSTEE	5.0	Director	$0	$0	$0
JAMES E ROBINSON	TRUSTEE	5.0	Director	$0	$0	$0
KRISTEN VOGEL	TRUSTEE - PRESIDENT/CEO	5.0	Officer Director	$0	$0	$0
DAVID W BROWN	TRUSTEE (TERMED)	5.0	Director	$0	$0	$0
REVEREND CHARLES C COLE	TRUSTEE (TERMED)	5.0	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	$1,564,987	$240,088	$14,574,310	$1,324,899
2024	No data	No data	No data	No data
2023	$230,079	$317,723	$12,662,931	$-87,644
2022	$158,854	$318,912	$11,960,825	$-160,058
2021	$725,744	$258,020	$13,285,384	$467,724
2020	$197,190	$321,844	$10,791,568	$-124,654
2019	$39,308	$147,975	$10,821,763	$-108,667
2018	$753,183	$403,800	$10,307,675	$349,383