Margaretville Health Foundation (EIN 261998454) - 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

2008

Legal Domicile

Phone

8459436084

Tax Period

2023-01-01 to 2023-12-31

Margaretville Health Foundation, founded in 2008, is a small nonprofit in the Health Care sector that reported $142K in total revenue in fiscal year 2023. Revenue surged 128% from the prior year, signaling strong growth momentum. The organization ran a surplus of $99K, a strong 70% operating margin.

Mission

TO BE A STRATEGIC & PROACTIVE FUNDRAISING CENTER THAT COMMUNICATES THE HOSPITAL GOALS TO FURTHER RAISE AWARENESS OF THE ESSENTIAL ROLE THEY PLAY IN THE COMMUNITIES WHILE FOSTERING GOODWILL IN THE AREA.

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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 $108,576

Program Service Revenue $0

Investment Income $8,124

Other Revenue $25,005

TOTAL REVENUE $141,705

Expense Breakdown

Grants Paid $2,643

Salaries & Benefits $9,212

Fundraising Expenses $26,197

Program Expenses $2,643

Other Expenses $31,205

TOTAL EXPENSES $43,060

Year-over-Year Comparison

	2023	2022	Change
Revenue	$141,705	$62,193	+1.3%
Expenses	$43,060	$14,408	+2.0%
Net Income	$98,645	$47,785	+1.1%

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

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

$291,072

Total Directors

$1,550,106

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	EXECUTIVE DIRECTOR (resigned 12/23)	0.6	Officer Director	$0	$60,692	$291,072
N/A	TRUSTEE	1.0	Director	$0	$0	$0
N/A	TRUSTEE	1.0	Director	$0	$0	$0
N/A	TRUSTEE ( EFFECTIVE 6/30)	1.0	Director	$0	$0	$0
N/A	TRUSTEE	1.0	Director	$0	$0	$0
N/A	CEO (EFFECTIVE 6/23)	1.0	Director	$0	$80,777	$1,259,034
N/A	TRUSTEE (resigned 6/23)	1.0	Director	$0	$0	$0
N/A	CHAIR (resigned 12/23)	1.0	Director	$0	$0	$0
N/A	TRUSTEE (EFFECTIVE 12/22)	1.0	Director	$0	$0	$0
N/A	TRUSTEE	1.0	Director	$0	$0	$0
N/A	TRUSTEE	1.0	Director	$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	No data	No data	No data	No data
2023	$141,705	$43,060	$471,012	$98,645
2022	$62,193	$14,408	$379,213	$47,785
2021	$66,185	$31,330	$390,100	$34,855
2020	$152,769	$206,101	$318,886	$-53,332
2019	$65,377	$105,604	$361,864	$-40,227
2018	$80,379	$57,403	$367,118	$22,976

Margaretville Health Foundation