SOUTHWEST LOUISIANA HOSPITAL ASSOCIATION FOUNDATION INC (EIN 270833927) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

DEVIN HYDE

Phone

3374943204

Tax Period

2023-01-01 to 2023-12-31

SOUTHWEST LOUISIANA HOSPITAL ASSOCIATION FOUNDATION INC, founded in 2009, is a small nonprofit in the Health Care sector that reported $445K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $744K exceeded revenue, resulting in a 67% operating deficit.

Mission

THE FOUNDATION IS THE PHILANTHROPIC ARM OF LAKE CHARLES MEMORIAL HOSPITAL AND WORKS TO ENHANCE THE HOSPITAL'S MISSION OF COMPASSIONATE CARE, COMMUNITY SERVICE AND CUTTING-EDGE TECHNOLOGY FOR THE PEOPLE OF SOUTHWEST LOUISIANA THROUGH LEADERSHIP, RESOURCE DEVELOPMENT AND FINANCIAL STEWARDSHIP.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $485,508

Program Service Revenue $0

Investment Income $4,465

Other Revenue $-44,910

TOTAL REVENUE $445,063

Expense Breakdown

Grants Paid $274,859

Salaries & Benefits $385,514

Fundraising Expenses $49,280

Program Expenses $274,859

Other Expenses $83,776

TOTAL EXPENSES $744,149

Year-over-Year Comparison

	2023	2022	Change
Revenue	$445,063	$526,381	-0.2%
Expenses	$744,149	$533,543	+0.4%
Net Income	$-299,086	$-7,162	+40.8%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

128

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

$1,525,170

Total Directors

$2,494,791

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACKIE ROE	VICE CHAIR (THRU 09/23)	1.00	Officer Director	$0	$0	$0
RICHARD RATLIFF ROE IV	BOARD MEMBER (THRU 04/23)	1.00	Director	$0	$0	$0
GREG WISE	BOARD MEMBER (THRU 01/23)	1.00	Director	$0	$0	$0
DAWN JOHNSON	BOARD MEMBER	1.00	Officer Director	$0	$20,937	$510,503
SCOTT DAIGLE	BOARD MEMBER	1.00	Director	$0	$14,782	$164,212
JENNIFER SCHELETTE	BOARD MEMBER (THRU 12/23)	1.00	Director	$0	$0	$0
DALLAS KINGHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN MELTON	BOARD MEMBER	1.00	Director	$0	$0	$0
GARRETT STINE	CHAIR	1.00	Officer Director	$0	$0	$0
DEVON HYDE	BOARD MEMBER	1.00	Officer Director	$0	$23,777	$1,014,667
MICHAEL ARDOIN	BOARD MEMBER	1.00	Director	$0	$12,793	$143,217
BERNITA LOYD BROWN	BOARD MEMBER	1.00	Director	$0	$10,207	$310,697
WILLIAM BRENT III	BOARD MEMBER	1.00	Director	$0	$0	$0
MEGAN HARTMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
WILL HENNING	VICE CHAIR	1.00	Officer Director	$0	$0	$0
HEATHER HOHENSEE	BOARD MEMBER	1.00	Director	$0	$0	$0
JERRY PIERROTTIE	BOARD MEMBER	1.00	Director	$0	$0	$0
DENISE RAU	BOARD MEMBER	1.00	Director	$0	$0	$0
CALVIN THIBODEAUX	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIA SOL HALLIBURTON	BOARD MEMBER	1.00	Director	$0	$17,741	$211,260
ADA O'QUAIN	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERRY SCHOEFIELD	BOARD MEMBER (THRU 06/23)	1.00	Director	$0	$0	$0
KAREN KLEINMAN	BOARD MEMBER	1.00	Director	$0	$18,760	$140,235
CLAIRE PUMPELLY	BOARD MEMBER	1.00	Director	$0	$0	$0
JONATHAN CERNEK	BOARD MEMBER	1.00	Director	$0	$0	$0
HELEN ZAUNBRECHER	BOARD MEMBER	1.00	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	$445,063	$744,149	$3,863,915	$-299,086
2022	$526,381	$533,543	$3,826,880	$-7,162
2021	$599,162	$781,787	$3,549,923	$-182,625
2020	$720,830	$970,853	$3,886,080	$-250,023
2019	$166,044	$492,528	$3,153,788	$-326,484
2018	$121,073	$363,336	$2,700,039	$-242,263

SOUTHWEST LOUISIANA HOSPITAL ASSOCIATION FOUNDATION INC