Craig Hospital Foundation (EIN 237352287) - 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

3037898736

Tax Period

2023-10-01 to 2024-09-30

Craig Hospital Foundation, founded in 1974, is a mid-sized nonprofit in the Health Care sector that reported $14.5M in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $4.7M, a strong 32% operating margin.

Mission

To manage the charitable development process for Craig Hospital; To include the solicitation, distribution, and investment of donations in support of the Hospital's mission.

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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 $13,956,593

Program Service Revenue $0

Investment Income $736,346

Other Revenue $-213,679

TOTAL REVENUE $14,479,260

Expense Breakdown

Grants Paid $9,746,393

Salaries & Benefits $0

Fundraising Expenses $4,430

Program Expenses $9,746,393

Other Expenses $55,294

TOTAL EXPENSES $9,801,687

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,479,260	$17,264,858	-0.2%
Expenses	$9,801,687	$10,201,533	0.0%
Net Income	$4,677,573	$7,063,325	-0.3%

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

N/A

Volunteers

152

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

$1,834,499

Total Directors

$1,408,967

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jandel Allen-Davis	President/CEO Craig Hospital	8.0	Officer Director	$0	$112,154	$1,020,748
Maribeth Younger	Chair	4.0	Officer Director	$0	$0	$0
Serena Bruzgo	President of Foundation	40.0	Officer Director	$0	$80,774	$388,219
Barrett Baker	Director (term 2/24)	2.0	Director	$0	$0	$0
Brian Graff	Director	2.0	Director	$0	$0	$0
Christina Caulkins	Director (start 2/24)	2.0	Director	$0	$0	$0
Christopher Davis-Massey	Director (term 2/24)	2.0	Director	$0	$0	$0
Dan Campbell	Director	2.0	Director	$0	$0	$0
Dan Dye	Director	2.0	Director	$0	$0	$0
Elena Wucher	Director (start 7/24)	2.0	Director	$0	$0	$0
Emily Robinson	Director	2.0	Director	$0	$0	$0
Jake Vanderslice	Director	2.0	Director	$0	$0	$0
John Robb	Past Chair	2.0	Director	$0	$0	$0
Katy Corrigan	Director	2.0	Director	$0	$0	$0
LISA COHN	SECRETARY/TREASURER	2.0	Director	$0	$0	$0
Matt Crowe	Director	2.0	Director	$0	$0	$0
Nathan Vandas	Director	2.0	Director	$0	$0	$0
Olivia Thompson	Director (term 2/24)	2.0	Director	$0	$0	$0
Pete Holst	Director (start 7/24)	2.0	Director	$0	$0	$0
Ron Levine	Director (term 6/24)	2.0	Director	$0	$0	$0
Ryan Beiser	Director	2.0	Director	$0	$0	$0
Ryan Berry	Director	2.0	Director	$0	$0	$0
Steve Baker	Director	2.0	Director	$0	$0	$0
Teresa VanDeBogart	Director	2.0	Director	$0	$0	$0
Tom Corley	Director (start 2/24)	2.0	Director	$0	$0	$0
Daniel Frank	CFO Craig Hospital	3.0	Officer	$0	$71,878	$425,532
Becky Plunkett	Sr. Director of Donor Engage & Ops	40.0	Highest	$0	$16,153	$153,738
Jacqueline Hall	Sr Director of Principal Gifts	40.0	Highest	$0	$14,354	$114,846
Mary Feller	Sr. Director of Principal Gifts	40.0	Highest	$0	$11,611	$115,224
Shannon Lowe	Sr. Dir. Philanthropy & Gifts	40.0	Highest	$0	$18,754	$201,635

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	$14,479,260	$9,801,687	$38,642,498	$4,677,573
2023	$17,264,858	$10,201,533	$29,266,581	$7,063,325
2022	$11,817,457	$8,288,940	$21,156,569	$3,528,517
2021	$10,725,885	$7,872,153	$22,342,893	$2,853,732
2020	$9,054,448	$7,502,764	$18,112,830	$1,551,684
2020	$9,054,448	$7,502,764	$18,112,830	$1,551,684
2019	$8,765,252	$7,550,473	$15,970,227	$1,214,779
2018	$8,172,443	$7,222,966	$14,783,212	$949,477

Craig Hospital Foundation