WHITLEY MEMORIAL HOSPITAL FOUNDATION INC

EIN: 311190239 501(c)(3)

COLUMBIA CITY, IN

Total Revenue
$49,242
Total Expenses
$190,404
Total Assets
N/A
Net Assets
N/A
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
IN
Principal Officer
DENA JACQUAY
Phone
2603738429
Tax Period
2023-01-01 to 2023-12-31

WHITLEY MEMORIAL HOSPITAL FOUNDATION INC, founded in 1985, is a micro nonprofit that reported $49K in total revenue in fiscal year 2023. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $190K exceeded revenue, resulting in a 287% operating deficit.

Mission

TO SERVE AS THE PRIMARY FUNDRAISING ENTITY FOR WHITLEY MEMORIAL HOSPITAL, INC. FUNDS ARE USED FOR THE CONTINUED IMPROVEMENT OF THE HOSPITAL'S FACILITIES, EQUIPMENT, PROGRAMS & SERVICES IN ACCORDANCE WITH THE NEEDS OF THE COMMUNITY WHERE THE HOSPITAL IS LOCATED.

Program Service Accomplishments

Program 1
Expenses: $179,761 Revenue: $5,375

WHITLEY MEMORIAL HOSPITAL FOUNDATION, INC. - A FOUNDATION FOR GIVINGAT PARKVIEW HEALTH SYSTEM, INC., WE MAINTAIN FOUNDATIONS FOR EACH OF OUR HOSPITALS. THESE NONPROFIT ORGANIZATIONS PROVIDE...

Read more

WHITLEY MEMORIAL HOSPITAL FOUNDATION, INC. - A FOUNDATION FOR GIVINGAT PARKVIEW HEALTH SYSTEM, INC., WE MAINTAIN FOUNDATIONS FOR EACH OF OUR HOSPITALS. THESE NONPROFIT ORGANIZATIONS PROVIDE PHILANTHROPIC SUPPORT FOR OUR MISSION OF PROVIDING QUALITY HEALTH SERVICES TO ALL WHO ENTRUST THEIR CARE TO PARKVIEW, AND FOR IMPROVING THE HEALTH OF THE COMMUNITY.WHITLEY MEMORIAL HOSPITAL FOUNDATION, INC. BUILDS RELATIONSHIPS THAT FOSTER GIFT-GIVING FOR THE BENEFIT OF PARKVIEW WHITLEY HOSPITAL PATIENTS AND THEIR FAMILY MEMBERS, CAREGIVERS, HOSPITAL PROGRAMS AND SERVICES, AND EQUIPMENT. (SEE SCHEDULE O FOR CONTINUATION)THESE RELATIONSHIPS ARE MADE WITH WHITLEY MEMORIAL HOSPITAL, INC. CO-WORKERS, PHYSICIANS, VENDORS, PATIENT FAMILIES, OR THE COMMUNITY AT LARGE. IN AN IMPORTANT WAY, WHITLEY MEMORIAL HOSPITAL FOUNDATION, INC. IS A COLLECTION OF INDIVIDUAL DONORS WHO SEE WHITLEY MEMORIAL HOSPITAL, INC. AS AN AGENT FOR SAVING AND CHANGING LIVES - A VEHICLE FOR CREATING HEALTHIER COMMUNITIES FOR GENERATIONS TO COME.EACH GIFT THE WHITLEY MEMORIAL HOSPITAL FOUNDATION, INC. RECEIVES - WHETHER FROM INDIVIDUALS, BUSINESSES, OR FOUNDATIONS - IS GREATLY APPRECIATED, AND IS A VITAL PART OF OUR MISSION TO IMPROVE THE HEALTH OF THE COMMUNITY. IN 2023, THESE GIFTS WERE TRANSFORMED INTO MANY NEW IMPROVEMENTS FOR PATIENT CARE. HERE ARE JUST A FEW EXAMPLES:MEDICATION ASSISTANCE PROGRAM (MAP):-PATIENTS WHO NEED MEDICATIONS FOR ACUTE ILLNESSES OR LONG-TERM ASSISTANCE AND CANNOT AFFORD IT NOW HAVE ACCESS TO HELP THROUGH THE MEDICATION ASSISTANCE PROGRAM (MAP). COMMUNITY BENEFIT FUNDS PROVIDE A COORDINATOR WHO CONNECTS PATIENTS WITH PHARMACEUTICAL ASSISTANCE PROGRAMS FOR LONG-TERM CARE.GREATEST NEED FUND:-THE GREATEST NEED FUND PROVIDED EQUIPMENT AND SERVICES TO PATIENTS AT PARKVIEW WHITLEY HOSPITAL INCLUDING CARDIAC MONITORS FOR THE EMERGENCY DEPARTMENT TO PROVIDE CONTINUOUS CARDIAC MONITORING, AND FUNDING FOR A CERTIFIED MASSAGE THERAPIST TO ROUND ON PATIENTS FOR HAND, FOOT, AND SHOULDER MASSAGES DURING THE PATIENT'S INPATIENT STAY. MASSAGE IS PROVEN TO HELP IN THE HEALING PROCESS.EMERGENCY MEDICAL SERVICES FUND:-THE EMERGENCY MEDICAL SERVICES FUND PROVIDED A NEW STRYKER POWERLOAD AMBULANCE STRETCHER TO THE EMERGENCY MEDICAL SERVICES TEAM AT PARKVIEW WHITLEY HOSPITAL. THE NEW STRETCHER SIGNIFICANTLY DECREASES THE RISK OF INJURY TO BOTH PATIENTS AND CO-WORKERS.FAMILY BIRTHING CENTER FUND:-THE FAMILY BIRTHING CENTER FUND PROVIDED BEREAVEMENT BOXES TO PARENTS WHO HAVE LOST A CHILD DURING CHILDBIRTH WHILE AT PARKVIEW WHITLEY HOSPITAL. WHITLEY HOSPICE FUND:-THE WHITLEY HOSPICE FUND PROVIDED MASSAGES AND MUSIC THERAPY FOR PATIENTS, BEREAVEMENT CARE THROUGH CHAPLAINCY VISITS, FAMILY SUPPORT GROUPS AND BEREAVEMENT MATERIALS FOR LOVED ONES FACING GRIEF AND LOSS.WHITLEY HOME HEALTH CARE FUND:-THE WHITLEY HOME HEALTH CARE FUND PROVIDED PILL BOXES TO PATIENTS WHO ARE BEING TREATED BY PARKVIEW HOME HEALTH CARE. SPECIAL TOUCH FUND:-THE SPECIAL TOUCH FUND, WHICH FOCUSES ON PATIENT ASSISTANCE, WAS ABLE TO PROVIDE CLOTHING FOR EMERGENCY ROOM PATIENTS' DAMAGED OR STAINED ITEMS. THIS ALLOWED PATIENTS TO WEAR CLEAN CLOTHES UPON HOSPITAL DISCHARGE. FUNDING WAS ALSO PROVIDED FOR THE AFTER-HOURS TRANSPORTATION PROGRAM TO PROVIDE QUALIFIED PATIENTS WITH TRANSPORTATION FROM THE HOSPITAL UPON DISCHARGE. THOSE DEMONSTRATING THE INABILITY TO ARRANGE AND PAY FOR THEIR TRANSPORTATION HOME ARE PROVIDED WITH A VOUCHER FOR THE WHITLEY COUNTY COUNCIL ON AGING'S TRANSIT SERVICES.TRAINING AND EDUCATION FUND:-THE FOUNDATION CONTINUED ITS COMMITMENT TO HELP MAINTAIN THE HIGHEST STANDARDS OF TRAINING AND CERTIFICATIONS OF HOSPITAL CO-WORKERS. THERE WERE MULTIPLE OPPORTUNITIES FOR CO-WORKERS IN 2023, INCLUDING SPEECH PATHOLOGY, CAR SEAT SAFETY TECHNICIAN COURSE, ASSOCIATION OF WOMEN'S HEALTH, OBSTETRIC AND NEONATAL NURSES CONFERENCE, OBSTETRICAL PATIENT SAFETY COURSE, LYMPHEDEMA COURSE AND INFUSION NURSING CONFERENCE. THOSE FRONTLINE CO-WORKERS FROM THE EMERGENCY DEPARTMENT WERE ABLE TO TAKE ADVANTAGE OF ADVANCED, SPECIALIZED INSTRUCTION AND SHARE BEST PRACTICES WITH THEIR SUPERVISORS AND CO-WORKERS. SCHOLARSHIPS: -SCHOLARSHIPS PROVIDED ACADEMIC ASSISTANCE FOR TWO STUDENTS ENROLLED IN POST-SECONDARY STUDIES IN HEALTHCARE-RELATED FIELDS.BLOOM HEALING GARDENS FUND:-THE BLOOM HEALING GARDENS FUND PROVIDED FUNDS FOR IMPROVEMENT AND UPKEEP OF LANDSCAPING ON THE PARKVIEW WHITLEY HOSPITAL GROUNDS. WHITLEY COUNTY COMMUNITY FOUNDATION FUND:-THE WHITLEY COUNTY COMMUNITY FOUNDATION FUND PROVIDED FUNDING TO RENOVATE THE LOBBY OF THE EMERGENCY DEPARTMENT AT PARKVIEW WHITLEY HOSPITAL. NEW FLOORING AND COUNTERTOPS WERE ADDED TO THE EMERGENCY DEPARTMENT TO IMPROVE THE SPACE FOR PATIENTS AND FAMILIES WAITING IN THE LOBBY.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $31,320
Program Service Revenue $5,375
Investment Income $12,547
Other Revenue $0
TOTAL REVENUE $49,242

Expense Breakdown

Grants Paid $179,761
Salaries & Benefits $0
Fundraising Expenses $92
Program Expenses $179,761
Other Expenses $10,643
TOTAL EXPENSES $190,404

Year-over-Year Comparison

2023 2022 Change
Revenue $49,242 $84,656 -0.4%
Expenses $190,404 $102,401 +0.9%
Net Income $-141,162 $-17,745 +7.0%
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

Sign In

Governance

Voting Members
14
Independent Members
10
Employees
N/A
Volunteers
2

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
3
$4,369,707
Total Directors
14
$2,467,260
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DENA JACQUAY DIRECTOR/PH CHIEF ADMIN OFFICER 1.00
Officer Director
$0 $296,497 $1,926,311
LISA HATCHER DIRECTOR/PH PHYSICIAN 1.00
Director
$0 $431 $19,922
SCOTT GABRIEL DIRECTOR/MARKET PRESIDENT 1.00
Director
$0 $113,469 $467,027
DAVID SMITH DIRECTOR 1.00
Director
$0 $0 $4,500
LUCAS KONGER DIRECTOR/CHAIR 1.00
Officer Director
$0 $0 $0
CARI WELLS DIRECTOR 1.00
Director
$0 $0 $0
JIM HEUER DIRECTOR 1.00
Director
$0 $0 $4,500
SHAWN ELLIS DIRECTOR 1.00
Director
$0 $0 $1,250
JOSEPH KESSIE DIRECTOR 1.00
Director
$0 $0 $3,750
DAVID LIEB DIRECTOR/WMHOS CONTRACTED PHYSICIAN 1.00
Director
$0 $0 $18,000
BRAD VOELZ DIRECTOR 1.00
Director
$0 $0 $8,500
LAURA MCDERMOTT DIRECTOR 1.00
Director
$0 $0 $4,250
JANE WEAR DIRECTOR 1.00
Director
$0 $0 $4,750
BRIDGET DOLOHANTY-JOHNSON DIRECTOR 1.00
Director
$0 $0 $4,500
JEANNE' WICKENS PH CHIEF FINANCIAL OFFICER 1.00
Officer
$0 $277,888 $2,443,396
MICHAEL PACKNETT FORMER OFFICER/RETIRED PH CEO 0.00
$0 $29,253 $5,063,462
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 $49,242 $190,404 No data $-141,162
2022 $84,656 $102,401 $829,487 $-17,745
2021 $179,055 $144,395 $1,045,272 $34,660
2020 $275,188 $244,213 $1,000,374 $30,975
2019 $248,645 $322,654 $953,864 $-74,009
2019 $248,645 $322,654 $953,864 $-74,009
2018 $241,155 $286,827 $978,025 $-45,672
Explore More Nonprofits
Top 100 Nonprofits in Indiana Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare WHITLEY MEMORIAL HOSPITAL FOUNDATION INC with other nonprofits in Indiana and across the country.