Grandview Foundation (EIN 311649591) - 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

1999

Legal Domicile

Principal Officer

Brandi Stillwell

Phone

9377233358

Tax Period

2023-01-01 to 2023-12-31

Grandview Foundation, founded in 1999, is a community nonprofit in the Health Care sector that reported $3.0M in total revenue in fiscal year 2023. Revenue surged 142% from the prior year, signaling strong growth momentum. Expenses of $3.3M exceeded revenue, resulting in a 11% operating deficit.

Mission

The Grandview Foundation is committed to education that supports the unique osteopathic approach to health care; the delivery of high quality medical services to improve the lives of the people in our community; and research to promote these areas.

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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 $2,205,552

Program Service Revenue $0

Investment Income $819,689

Other Revenue $-38,392

TOTAL REVENUE $2,986,849

Expense Breakdown

Grants Paid $2,581,639

Salaries & Benefits $509,017

Fundraising Expenses $128,262

Program Expenses $2,581,639

Other Expenses $234,887

TOTAL EXPENSES $3,325,543

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,986,849	$1,232,504	+1.4%
Expenses	$3,325,543	$2,372,814	+0.4%
Net Income	$-338,694	$-1,140,310	-0.7%

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

175

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

$296,644

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kenneth Pugar	Chair	1.00	Officer Director	$0	$0	$0
Richard Manchur	Vice Chair	1.00	Officer Director	$0	$0	$0
John Sefton	Treasurer	1.00	Officer Director	$0	$0	$0
Arvin Nanda	Interim Secretary	0.10	Director	$0	$0	$0
H Brent Bamberger	Trustee	0.10	Director	$0	$0	$0
Cleanne Cass	Trustee	0.10	Director	$0	$0	$0
Roy Chew	Trustee	0.10	Director	$0	$0	$0
Doug Cline	Trustee	0.10	Director	$0	$0	$0
Tim Dutton	Trustee	0.10	Director	$0	$0	$0
Percy Frasier	Trustee	0.10	Director	$0	$0	$0
Richard Gump	Trustee	0.10	Director	$0	$0	$0
Teresa Huber	Trustee	0.10	Director	$0	$0	$0
Keith Jenkins	Trustee	0.10	Director	$0	$0	$0
Lawrence Klein	Trustee	0.10	Director	$0	$0	$0
Mary Rieck	Trustee	0.10	Director	$0	$0	$0
Debbie Fletcher Urse	Trustee	0.10	Director	$0	$0	$0
William Villegas	Trustee	0.10	Director	$0	$0	$0
Greggory Volk	Trustee	0.10	Director	$0	$0	$0
Kelly Fackel	VP Development/Secretary (to 12/23)	40.00	Officer	$0	$58,591	$296,644

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	$2,986,849	$3,325,543	$34,051,101	$-338,694
2022	$1,232,504	$2,372,814	$31,119,697	$-1,140,310
2021	$2,029,988	$3,248,795	$37,697,651	$-1,218,807
2020	$1,381,927	$2,455,111	$33,184,940	$-1,073,184
2019	$1,316,715	$2,360,488	$31,118,494	$-1,043,773
2018	$1,629,466	$2,626,522	$27,627,723	$-997,056

Grandview Foundation