INDIANA MEDICAL FOUNDATION INC (EIN 237001672) - 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

JULIE D REED

Phone

3172612060

Tax Period

2019-01-01 to 2019-12-31

INDIANA MEDICAL FOUNDATION INC, founded in 1967, is a small nonprofit that reported $229K in total revenue in fiscal year 2019. Revenue fell 41% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $52K, a strong 23% operating margin.

Mission

TO PROVIDE PROFESSIONAL, PRACTICAL, CONTINUING OR OTHER EDUCATIONAL AND LEADERSHIP PROGRAMS FOR PHYSICIANS AND OTHER HEALTH CARE PROFESSIONALS AND TO INFORM THE GENERAL PUBLIC REGARDING HEALTH CARE ISSUES.

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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 (2019)

Revenue Breakdown

Contributions & Grants $221,500

Program Service Revenue $7,825

Investment Income $0

Other Revenue $0

TOTAL REVENUE $229,325

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $115,967

Other Expenses $177,311

TOTAL EXPENSES $177,311

Year-over-Year Comparison

	2019	2018	Change
Revenue	$229,325	$389,300	-0.4%
Expenses	$177,311	$166,207	+0.1%
Net Income	$52,014	$223,093	-0.8%

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

N/A

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

$441,161

Total Directors

$61,390

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACIE WENK DO	SECRETARY	1.00	Officer Director	$0	$0	$44,307
LISA HATCHER MD	DIRECTOR	1.00	Director	$0	$0	$12,812
J ELIZABETH STRUBLE MD	DIRECTOR	1.00	Director	$0	$0	$4,271
ROBERTO DARROCA MD	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW TROBRIDGE MD	DIRECTOR	1.00	Director	$0	$0	$0
PARDEEP KUMAR MD	TREASURER	1.00	Officer Director	$0	$0	$0
ALEX CHOI MD	DIRECTOR	1.00	Director	$0	$0	$0
DAVID DIAZ MD	PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM POND MD	DIRECTOR	1.00	Director	$0	$0	$0
RYAN SINGERMAN DO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JULIE REED	EVP-ISMA	1.00	Officer	$0	$79,176	$396,854
MARK INGOLD	VP OF FINANCE-ISMA	1.00	Highest	$0	$33,549	$154,794

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
2019	$229,325	$177,311	$356,301	$52,014
2018	$389,300	$166,207	$387,372	$223,093

INDIANA MEDICAL FOUNDATION INC