MARIETTA HEALTH FOUNDATION (EIN 311011321) - 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

1981

Legal Domicile

Principal Officer

DOUG FULL

Phone

7403744913

Tax Period

2023-10-01 to 2024-09-30

MARIETTA HEALTH FOUNDATION, founded in 1981, is a community nonprofit in the Health Care sector that reported $4.7M in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $1.9M, a strong 40% operating margin.

Mission

THE MEMORIAL HEALTH FOUNDATION ENCOURAGES PHILANTHROPIC SUPPORT OF MARIETTA MEMORIAL HOSPITAL AND RELATED SERVICES. ACTIVITIES INCLUDE RAISING FUNDS, FUND STEWARDSHIP AND MAKING GRANTS TO IMPROVE HEALTH CARE IN THE MID-OHIO VALLEY.

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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 $2,799,852

Program Service Revenue $0

Investment Income $1,875,407

Other Revenue $-3,749

TOTAL REVENUE $4,671,510

Expense Breakdown

Grants Paid $1,958,704

Salaries & Benefits $507,634

Fundraising Expenses $355,344

Program Expenses $2,318,996

Other Expenses $331,788

TOTAL EXPENSES $2,798,126

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,671,510	$5,686,279	-0.2%
Expenses	$2,798,126	$1,075,884	+1.6%
Net Income	$1,873,384	$4,610,395	-0.6%

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

Volunteers

137

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

$887,808

Total Directors

$1,201,912

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONN SCHAFER	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
AMY ELLIOTT PHD	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
SUSAN STRAUSS	SECRETARY	1.00	Officer Director	$0	$0	$0
MEL ASELTINE	BOARD MEMBER (FROM 01/24)	1.00	Director	$0	$0	$0
DAN BREECE DO	BOARD MEMBER	1.00	Director	$0	$68,124	$1,201,912
JOSHUA I CAMPBELL	BOARD MEMBER	1.00	Director	$0	$0	$0
RENEE CASLOW DO	BOARD MEMBER	1.00	Director	$0	$0	$0
NICOLE TIPTON COIL JD	BOARD MEMBER	1.00	Director	$0	$0	$0
COLLEEN COOK JD	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH OLDAKER	BOARD MEMBER (FROM 07/24)	1.00	Director	$0	$0	$0
ROCKY PECK	BOARD MEMBER (THRU 12/23)	1.00	Director	$0	$0	$0
JACKIE POOLE	BOARD MEMBER (FROM 07/24)	1.00	Director	$0	$0	$0
SHANNON STEVENS-MCLAIN DDS	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAWN TAYLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
USHA VASAN MD	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH ZACHARIAS MD	BOARD MEMBER	1.00	Director	$0	$0	$0
JACKSON BANDE	STUDENT TRUSTEE	1.00	Director	$0	$0	$0
JARRETT S STULL	EXECUTIVE DIRECTOR	40.00	Officer	$152,426	$40,347	$192,773
SCOTT SILVESTRI	TREASURER	1.00	Officer	$0	$67,628	$695,035

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	$4,671,510	$2,798,126	$42,254,921	$1,873,384
2023	$5,686,279	$1,075,884	$36,213,081	$4,610,395
2022	$2,633,177	$1,692,248	$30,065,126	$940,929
2021	$3,229,192	$2,091,730	$34,816,747	$1,137,462
2020	$2,213,864	$593,486	$30,456,975	$1,620,378
2019	$1,801,849	$374,754	$28,834,017	$1,427,095
2018	$1,592,364	$469,381	$27,535,088	$1,122,983

MARIETTA HEALTH FOUNDATION