University Healthcare Foundation Inc (EIN 311118075) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

Grover G Kerns

Phone

3042641000

Tax Period

2023-01-01 to 2023-12-31

University Healthcare Foundation Inc, founded in 1994, is a community nonprofit in the Health Care sector that reported $1.3M in total revenue in fiscal year 2023. Revenue fell 27% from the prior year — a significant decline worth monitoring. Net assets of $31.7M represent 292 months of operating reserves.

Mission

University Healthcare Foundation assists in fundraising, special events and activities, fund management, and other activities that help to further the purpose of other related exempt organizations.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $350,117

Program Service Revenue $0

Investment Income $338,281

Other Revenue $616,055

TOTAL REVENUE $1,304,453

Expense Breakdown

Grants Paid $484,450

Salaries & Benefits $483,436

Fundraising Expenses $8,636

Program Expenses $484,450

Other Expenses $412,893

TOTAL EXPENSES $1,380,779

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,304,453	$1,776,313	-0.3%
Expenses	$1,380,779	$1,067,665	+0.3%
Net Income	$-76,326	$708,648	-1.1%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

Total Directors

Key Employees

$304,307

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Teresa McCabe	Staff - Non-voting	010.00	Key Emp	$84,663	$31,591	$304,307
Deborah Crites	Director of Development	040.00	Highest	$102,416	$4,796	$107,212
C Lynch Christian IV	Director	001.00	Director	$0	$0	$0
Christian Asam	Director	001.00	Director	$0	$0	$0
Leslie Crabill	Director, Chair	001.00	Officer Director	$0	$0	$0
Michael Londner MD	Director	001.00	Director	$0	$0	$0
David DeJarnett	Director, Secretary	001.00	Officer Director	$0	$0	$0
David Langford	Director	001.00	Director	$0	$0	$0
Charlie Lowery	Director	001.00	Director	$0	$0	$0
Andrew McMillan	Director	001.00	Director	$0	$0	$0
Jeff Petrucci	Director	001.00	Director	$0	$0	$0
Joanne Wadsworth	Director	001.00	Director	$0	$0	$0
Joy Osbourn Lewis	Director	001.00	Director	$0	$0	$0
Tom Jones	Director	001.00	Director	$0	$0	$0
M Rebecca Linton	Director	001.00	Director	$0	$0	$0
Kenny Roberts	Director	001.00	Director	$0	$0	$0
Alice Frazier	Director	001.00	Director	$0	$0	$0
Jim Scott	Director	001.00	Director	$0	$0	$0
Susan Snowden	Director, Vice Chair	001.00	Officer Director	$0	$0	$0
Justin Henry	Director, Treasurer	001.00	Officer Director	$0	$0	$0
Brian Romine	Director	001.00	Director	$0	$0	$0
Lisa K Younis	Director	001.00	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
2024	No data	No data	No data	No data
2023	$1,304,453	$1,380,779	$37,942,056	$-76,326
2022	$1,776,313	$1,067,665	$38,215,471	$708,648
2021	$2,646,608	$743,419	$40,999,916	$1,903,189
2020	$2,225,123	$648,803	$38,785,805	$1,576,320
2019	$1,729,402	$1,142,898	$36,697,416	$586,504
2018	$2,252,664	$1,451,668	$34,736,350	$800,996

University Healthcare Foundation Inc