ANDERSON HOSPITAL FOUNDATION (EIN 274548522) - 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

2011

Legal Domicile

Principal Officer

KEITH PAGE

Phone

6183916400

Tax Period

2023-01-01 to 2023-12-31

ANDERSON HOSPITAL FOUNDATION, founded in 2011, is a community nonprofit in the Health Care sector that reported $1.3M in total revenue in fiscal year 2016. Revenue surged 161% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 82% operating margin.

Mission

THE FOUNDATION ESTABLISHES LONGEVITY OF A DONOR GIFT THROUGH DONATIONS FOR INVESTMENTS, PLANNED GIVING, GRANTS, MEMORIALS, BEQUESTS, NAMING RIGHTS, AND CAMPAIGNS

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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 $483,060

Program Service Revenue $0

Investment Income $249,468

Other Revenue $-104,061

TOTAL REVENUE $628,467

Expense Breakdown

Grants Paid $150,000

Salaries & Benefits $109,969

Fundraising Expenses $150,677

Program Expenses $150,000

Other Expenses $41,003

TOTAL EXPENSES $300,972

Year-over-Year Comparison

	2023	2022	Change
Revenue	$628,467	$464,928	+0.4%
Expenses	$300,972	$540,501	-0.4%
Net Income	$327,495	$-75,573	-5.3%

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

$489,538

Total Directors

$1,050,865

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH PAGE	DIRECTOR	5.00	Director	$0	$110,100	$670,541
MICHAEL MARSHALL	TREASURER	5.00	Officer Director	$0	$52,419	$380,324
MAX EAKIN	CO-CHAIR	4.00	Officer Director	$0	$0	$0
JASON WEISS	CO-CHAIR	4.00	Officer Director	$0	$0	$0
JOANN BARTON	DIRECTOR	4.00	Director	$0	$0	$0
CORY DARR	DIRECTOR (FROM 11/2023)	4.00	Director	$0	$0	$0
JASON GEMINN	DIRECTOR	4.00	Director	$0	$0	$0
NANCY SANDERS LEAVAULT	DIRECTOR	4.00	Director	$0	$0	$0
JOSEPH NEWMAN	DIRECTOR	4.00	Director	$0	$0	$0
LENDELL PHELPS	DIRECTOR	4.00	Director	$0	$0	$0
MARK SHASHEK	SECRETARY	4.00	Officer Director	$0	$0	$0
JEFF WESTERHOLD	DIRECTOR	4.00	Director	$0	$0	$0
PATRICK GARVEY	ANDERSON HEALTHCARE CFO	0.25	Officer	$0	$5,991	$109,214

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	$628,467	$300,972	$8,347,676	$327,495
2022	$464,928	$540,501	$7,167,356	$-75,573
2021	$580,647	$175,880	$8,699,795	$404,767
2020	$680,281	$141,877	$7,489,598	$538,404
2019	$636,293	$314,938	$6,524,597	$321,355
2018	$832,694	$170,864	$5,313,271	$661,830
2016	$1,316,453	$241,820	$4,439,473	$1,074,633

ANDERSON HOSPITAL FOUNDATION