JAMESON HEALTH CARE FOUNDATION (EIN 251536037) - 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

1986

Legal Domicile

Principal Officer

BRIAN FRITZ

Phone

4126472345

Tax Period

2017-07-01 to 2018-06-30

JAMESON HEALTH CARE FOUNDATION, founded in 1986, is a small nonprofit in the Health Care sector that reported $138K in total revenue in fiscal year 2017. Revenue fell 54% from the prior year — a significant decline worth monitoring. Expenses of $153K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO PROMOTE AND SUPPORT THE CHARITABLE MISSION AND ACTIVITIES OF UPMC JAMESON AND ITS AFFILIATED HEALTHCARE & HUMAN SERVICE ORGS THROUGH FUNDRAISING & OTHER SUPORTIVE ACTIVITIES

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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 (2017)

Revenue Breakdown

Contributions & Grants $2,100

Program Service Revenue $60,300

Investment Income $75,719

Other Revenue $0

TOTAL REVENUE $138,119

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $152,665

Other Expenses $152,665

TOTAL EXPENSES $152,665

Year-over-Year Comparison

	2017	2016	Change
Revenue	$138,119	$297,148	-0.5%
Expenses	$152,665	$411,929	-0.6%
Net Income	$-14,546	$-114,781	-0.9%

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

Total Directors

Key Employees

$1,047,220

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK MOSES	CHAIRMAN	1.0	Officer Director	$0	$0	$0
JAY BRUCE	VICE CHAIRMAN	1.0	Officer Director	$0	$0	$0
WENDELL WAGNER	SECRETARY/TREASURER	1.0	Officer Director	$0	$0	$0
DAVID SILVERMAN	DIRECTOR	1.0	Director	$0	$0	$0
DALE PERELMAN	DIRECTOR	1.0	Director	$0	$0	$0
GLENN LEBBY	DIRECTOR	1.0	Director	$0	$0	$0
STEVE WARNER	DIRECTOR	1.0	Director	$0	$0	$0
MERVIN LEBBY	DIRECTOR	1.0	Director	$0	$0	$0
DONALD OWERY	PRESIDENT	1.0	Key Emp	$0	$102,751	$631,567
BRIAN FRITZ	CHIEF FINANCIAL OFFICER	1.0	Key Emp	$0	$30,677	$236,999
ALBERT BOLAND	CHIEF OPERATING OFFICER	1.0	Key Emp	$0	$28,665	$178,654
DOUGLAS DANKO	PRESIDENT	0.0		$0	$42,977	$545,812
JAMES AUBEL	FORMER CFO	0.0		$0	$0	$150,053

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
2018	$138,119	$152,665	$1,914,130	$-14,546

JAMESON HEALTH CARE FOUNDATION