BROOKINGS HEALTH SYSTEM FOUNDATION (EIN 271785343) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

Jason Merkley

Phone

6056968855

Tax Period

2024-01-01 to 2024-12-31

BROOKINGS HEALTH SYSTEM FOUNDATION, founded in 2009, is a small nonprofit in the Health Care sector that reported $213K in total revenue in fiscal year 2020. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $300K exceeded revenue, resulting in a 41% operating deficit.

Mission

Inspiring people to support Brookings Health System through philanthropy.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $241,442

Program Service Revenue $0

Investment Income $38,025

Other Revenue $22,081

TOTAL REVENUE $301,548

Expense Breakdown

Grants Paid $304,649

Salaries & Benefits $59,368

Fundraising Expenses $29,684

Program Expenses $317,667

Other Expenses $13,018

TOTAL EXPENSES $377,035

Year-over-Year Comparison

	2024	2023	Change
Revenue	$301,548	$250,028	+0.2%
Expenses	$377,035	$314,688	+0.2%
Net Income	$-75,487	$-64,660	+0.2%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tara Mills	President	0.5	Officer Director	$0	$0	$0
Karin Emery	Vice president	0.5	Officer Director	$0	$0	$0
Amber Hemmestad	Secretary	0.5	Officer Director	$0	$0	$0
Rod King	director	0.5	Director	$0	$0	$0
Tom Fishback	director	0.5	Director	$0	$0	$0
Scott Kranz	director	0.5	Director	$0	$0	$0
Jason Merkley	director	0.5	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
2025	No data	No data	No data	No data
2024	$301,548	$377,035	$1,238,721	$-75,487
2023	$250,028	$314,688	$1,313,241	$-64,660
2022	$216,019	$347,480	$1,383,847	$-131,461
2021	$202,796	$203,051	$1,509,293	$-255
2020	$213,127	$299,807	$1,512,272	$-86,680

BROOKINGS HEALTH SYSTEM FOUNDATION