OMC REGIONAL FOUNDATION (EIN 260022777) - 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

2002

Legal Domicile

Principal Officer

TIM WEIR

Phone

5072927200

Tax Period

2024-01-01 to 2024-12-31

OMC REGIONAL FOUNDATION, founded in 2002, is a small nonprofit in the Health Care sector that reported $706K in total revenue in fiscal year 2024. The organization ran a surplus of $429K, a strong 61% operating margin.

Mission

TO ADVOCATE FOR AND SUPPORT OLMSTED MEDICAL CENTER AND ASSIST ITS HEALTHCARE SERVICES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $438,646

Program Service Revenue $0

Investment Income $155,941

Other Revenue $111,875

TOTAL REVENUE $706,462

Expense Breakdown

Grants Paid $22,958

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $249,800

Other Expenses $254,735

TOTAL EXPENSES $277,693

Year-over-Year Comparison

	2024	2023	Change
Revenue	$706,462	$715,333	0.0%
Expenses	$277,693	$322,759	-0.1%
Net Income	$428,769	$392,574	+0.1%

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

$3,084,695

Total Directors

$2,110,390

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM WEIR FACHE	DIRECTOR & OMC CEO	1.00	Officer Director	$0	$44,170	$1,009,682
JAMES HOFFMANN DO	DIRECTOR & OMC PRESIDENT	1.00	Officer Director	$0	$45,031	$706,842
LILIA PONTON MD	SECRETARY & OMC PHYSICIAN	1.00	Officer Director	$0	$21,420	$393,866
TYLER COLEMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
DENISE KELLY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PAUL TIESKOTTER	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID OETH	DIRECTOR/TREASURER NOV 24	1.00	Director	$0	$0	$0
DHARANI RAMAMOORTHY	DIRECTOR	1.00	Director	$0	$0	$0
MITCH STEVENSON	DIRECTOR	1.00	Director	$0	$0	$0
DON SUPALLA	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN HIGGINS	OMC CFO	1.00	Officer	$0	$67,572	$660,884
STACEY VANDEN HEUVEL	VP MARKETING & PHILANTHROPY	24.00	Officer	$0	$21,105	$313,421
MIKE MALUGANI	OFFICER	1.00	Officer	$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	$706,462	$277,693	$6,475,356	$428,769
2023	$715,333	$322,759	$5,856,393	$392,574
2022	$580,766	$266,523	$5,187,654	$314,243
2021	$569,405	$316,182	$5,262,617	$253,223
2020	$615,013	$379,028	$4,863,201	$235,985
2019	$574,203	$349,747	$4,568,488	$224,456
2018	$541,295	$305,918	$4,064,414	$235,377

OMC REGIONAL FOUNDATION