Methodist Healthcare Foundation (EIN 237320638) - 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

1974

Legal Domicile

Phone

9014780704

Tax Period

2023-01-01 to 2023-12-31

Methodist Healthcare Foundation, founded in 1974, is a community nonprofit in the Health Care sector that reported $4.7M in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $5.6M exceeded revenue, resulting in a 20% operating deficit.

Mission

TO UPLIFT METHODIST LE BONHEUR HEALTHCARE'S COMPASSIONATE CARE FOR OUR ENTIRE COMMUNITY THROUGH PHILANTHROPY, HEALTH ADVOCACY, AND A VISION OF HEALING AND HOPE.

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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 $5,437,694

Program Service Revenue $0

Investment Income $-496,303

Other Revenue $-281,411

TOTAL REVENUE $4,659,980

Expense Breakdown

Grants Paid $4,158,938

Salaries & Benefits $1,044,981

Fundraising Expenses $173,467

Program Expenses $4,164,918

Other Expenses $353,004

TOTAL EXPENSES $5,569,523

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,659,980	$6,774,716	-0.3%
Expenses	$5,569,523	$6,070,543	-0.1%
Net Income	$-909,543	$704,173	-2.3%

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

180

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

$1,853,674

Total Directors

$223,372

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Vice Chair	2.0	Officer Director	$0	$0	$0
N/A	Assistant Secretary	2.0	Officer Director	$0	$0	$0
N/A	Assistant Treasurer	2.0	Officer Director	$0	$0	$0
N/A	Board Chair	2.0	Officer Director	$0	$0	$0
N/A	PRESIDENT	40.0	Officer Director	$179,042	$44,330	$223,372
N/A	Board Director	2.0	Director	$0	$0	$0
N/A	Board Director	2.0	Director	$0	$0	$0
N/A	Board Director	2.0	Director	$0	$0	$0
N/A	Board Director	2.0	Director	$0	$0	$0
N/A	Board Director	2.0	Director	$0	$0	$0
N/A	Board Director	2.0	Director	$0	$0	$0
N/A	Board Director	2.0	Director	$0	$0	$0
N/A	Board Director	2.0	Director	$0	$0	$0
N/A	Treasurer	2.0	Officer	$0	$142,450	$853,861
N/A	SECRETARY	2.0	Officer	$0	$134,524	$776,441
N/A	Director/Major Gifts/Foundation	40.0	Highest	$117,207	$30,423	$147,630
N/A	Admin. Dir. Med Educ. & Research	40.0	Highest	$185,577	$34,860	$220,437

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	$4,659,980	$5,569,523	$19,909,990	$-909,543
2022	$6,115,982	$6,070,543	$19,470,991	$45,439
2021	$9,348,334	$6,520,383	$23,965,456	$2,827,951
2020	$7,089,465	$5,753,499	$20,816,919	$1,335,966
2019	$6,481,507	$7,145,591	$19,001,406	$-664,084
2018	$6,040,660	$27,093,094	$22,374,903	$-21,052,434
2018	$6,040,660	$27,093,094	$22,374,903	$-21,052,434

Methodist Healthcare Foundation