ST MARY'S HOSPITAL FOUNDATION (EIN 237001007) - 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

1967

Legal Domicile

Principal Officer

CARMEN SHIPLEY

Phone

8018427851

Tax Period

2023-01-01 to 2023-12-31

ST MARY'S HOSPITAL FOUNDATION, founded in 1967, is a community nonprofit that reported $5.7M in total revenue in fiscal year 2023. Expenses of $5.3M left a modest 7% surplus.

Mission

WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.ST. MARY'S HOSPITAL FOUNDATION WEBSITE ADDRESS:HTTPS://INTERMOUNTAINHEALTHCARE.ORG/FOUNDATION/ST-MARYS-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 $5,257,463

Program Service Revenue $0

Investment Income $462,353

Other Revenue $-53,852

TOTAL REVENUE $5,665,964

Expense Breakdown

Grants Paid $4,137,128

Salaries & Benefits $589,252

Fundraising Expenses $362,702

Program Expenses $4,300,793

Other Expenses $555,977

TOTAL EXPENSES $5,282,357

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,665,964	$5,510,821	+0.0%
Expenses	$5,282,357	$5,454,650	0.0%
Net Income	$383,607	$56,171	+5.8%

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

$206,511

Total Directors

$1,745,460

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRYAN JOHNSON	DIRECTOR/SMHMC CEO	1.00	Director	$0	$282,612	$967,224
ASHLEY THUROW	DIRECTOR/SMHMC VP FIN 4/1-12/31/23	1.00	Director	$0	$73,140	$295,315
TERRI CHINN	DIRECTOR/SMHMC VP FIN 1/1-3/20/23	1.00	Director	$0	$10,736	$276,410
CARMEN SHIPLEY	EXECUTIVE DIRECTOR	50.00	Officer Director	$0	$52,722	$206,511
KIM ALEXANDER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE BLACKBURN	DIRECTOR	1.00	Director	$0	$0	$0
JOE BREMAN	CHAIR	1.00	Officer Director	$0	$0	$0
CLARA BROWN SHAFFER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
NANCY CUMMINGS	DIRECTOR	1.00	Director	$0	$0	$0
TYLER DAHL	DIRECTOR	1.00	Director	$0	$0	$0
BOBBIE DANIEL	DIRECTOR	1.00	Director	$0	$0	$0
FRANK DESANTIS	DIRECTOR	1.00	Director	$0	$0	$0
JEFF FUNDERBURK	DIRECTOR	1.00	Director	$0	$0	$0
DAVE HUERKAMP	DIRECTOR	1.00	Director	$0	$0	$0
ADAM KINSEY	DIRECTOR	1.00	Director	$0	$0	$0
SANDRA LEGG	DIRECTOR	1.00	Director	$0	$0	$0
MARC MCATLIN	DIRECTOR	1.00	Director	$0	$0	$0
KENDRA MCDANIEL	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHELLE REPLOGLE	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY RESTIVO	DIRECTOR	1.00	Director	$0	$0	$0
MONIQUE SERRA	DIRECTOR	1.00	Director	$0	$0	$0
JOSH SMITH	TREASURER	1.00	Officer Director	$0	$0	$0
DUKE WORTMANN	DIRECTOR	1.00	Director	$0	$0	$0
LEANN ZETMEIR	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	$5,665,964	$5,282,357	$22,081,535	$383,607
2022	$5,510,821	$5,454,650	$20,470,965	$56,171
2021	$6,087,081	$4,385,091	$23,607,311	$1,701,990
2020	$5,229,353	$4,516,491	$21,231,046	$712,862
2019	$4,562,300	$4,046,866	$19,825,376	$515,434
2018	$4,227,069	$3,537,058	$17,654,538	$690,011

ST MARY'S HOSPITAL FOUNDATION