MCKENZIE-WILLAMETTE MEDICAL STAFF INC (EIN 272152454) - 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

2010

Legal Domicile

Principal Officer

BRIAN HOYT MD

Phone

5417264406

Tax Period

2023-01-01 to 2023-12-31

MCKENZIE-WILLAMETTE MEDICAL STAFF INC, founded in 2010, is a small nonprofit that reported $254K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $114K, a strong 45% operating margin.

Mission

TO REPRESENT AND SUPPORT THE PHYSICIANS OF MCKENZIE-WILLAMETTE HOSPITAL.

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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 $253,775

Program Service Revenue $0

Investment Income $8

Other Revenue $0

TOTAL REVENUE $253,783

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $60,853

Fundraising Expenses $0

Other Expenses $74,133

TOTAL EXPENSES $139,986

Year-over-Year Comparison

	2023	2022	Change
Revenue	$253,783	$222,558	+0.1%
Expenses	$139,986	$104,245	+0.3%
Net Income	$113,797	$118,313	0.0%

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

$66,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN SHERMAN MD	CHIEF OF STAFF	5.00	Director	$18,750	$0	$18,750
CARROLL-ANNE HEINS DO	CHIEF OF MED	5.00	Director	$10,300	$0	$10,300
BRIAN HOYT MD	VICE CHIEF	5.00	Director	$9,425	$0	$9,425
BRYAN MCVAY MD	PAST CHIEF	5.00	Director	$9,375	$0	$9,375
LUCAS KORCEK MD	CHIEF SURGERY	5.00	Director	$9,375	$0	$9,375
MELANIE KONRADI MD	CHIEF WOMEN & C	5.00	Director	$9,375	$0	$9,375

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
2023	$253,783	$139,986	$501,949	$113,797
2022	$222,558	$104,245	$388,152	$118,313
2021	$243,445	$102,218	$269,839	$141,227

MCKENZIE-WILLAMETTE MEDICAL STAFF INC