Wilson Medical Center Foundation (EIN 271447146) - 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

2007

Legal Domicile

Principal Officer

Casey Lair

Phone

6203258388

Tax Period

2024-01-01 to 2024-12-31

Wilson Medical Center Foundation, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $220K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. The organization ran a surplus of $60K, a strong 27% operating margin.

Mission

Assist Wilson Medical Center in its mission of promoting, improving, and restoring health.

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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 $50,914

Program Service Revenue $133,200

Investment Income $35,772

Other Revenue $0

TOTAL REVENUE $219,886

Expense Breakdown

Grants Paid $37,838

Salaries & Benefits $0

Fundraising Expenses $308

Program Expenses $119,424

Other Expenses $121,733

TOTAL EXPENSES $159,571

Year-over-Year Comparison

	2024	2023	Change
Revenue	$219,886	$183,934	+0.2%
Expenses	$159,571	$194,139	-0.2%
Net Income	$60,315	$-10,205	-6.9%

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

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

$207,479

Total Directors

$505,048

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Casey Lair	President	1.00	Officer Director	$0	$0	$0
Lori Smith	Treasurer	1.00	Officer Director	$0	$40,781	$192,642
Amy Brown	Director	1.00	Director	$0	$0	$0
Carol Bramhall	Director	1.00	Director	$0	$0	$0
Doug Depew	Director	1.00	Director	$0	$0	$0
Joe Marchant	Director	1.00	Director	$0	$0	$0
Mina Olson	Secretary	1.00	Officer Director	$0	$0	$0
Gary Schultz	Director	1.00	Director	$0	$0	$0
Tom Hood	Director	1.00	Director	$0	$73,206	$312,406
John Gutschenritter	Director (Beg. March 2024)	1.00	Director	$0	$0	$0
Clara McCabe	Executive Director (Thru March 2024)	40.00	Officer	$0	$3,600	$14,837

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	$219,886	$159,571	$1,992,236	$60,315
2023	$183,934	$194,139	$1,997,435	$-10,205
2022	$199,871	$223,559	$2,070,965	$-23,688
2021	$397,661	$309,732	$2,156,701	$87,929
2020	$268,472	$88,722	$1,919,199	$179,750
2019	$144,191	$145,480	$1,897,832	$-1,289
2018	$30,402	$41,958	$1,924,655	$-11,556

Wilson Medical Center Foundation