CARDINAL HEALTH ASSOCIATES FOUNDATION (EIN 316612591) - 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

1998

Legal Domicile

Principal Officer

LUDY UNDERWOOD

Phone

6147575000

Tax Period

2017-07-01 to 2018-06-30

CARDINAL HEALTH ASSOCIATES FOUNDATION, founded in 1998, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2017. Revenue surged 2196% from the prior year, signaling strong growth momentum. The organization ran a surplus of $758K, a strong 51% operating margin.

Mission

TO PROVIDE AID AND ASSISTANCE TO EMPLOYEES OF CARDINAL HEALTH, INC. AND ITS SUBSIDIARIES AND MEMBERS OF THEIR IMMEDIATE HOUSEHOLD IN CASE OF NATURAL OR CIVIL DISASTER EMERGENCY HARDSHIP, SEVERE ECONOMIC HARDSHIP IN THE FAMILY DUE TO ILLNESS, DEATH, ACCIDENT, CRIME, OR SIMILAR CIRCUMSTANCES FOR REASONS BEYOND THEIR CONTROL, WHERE THE EMPLOYEE HAS EXHAUSTED OTHER RESOURCES AND HAS NO OTHER MEANS TO COPE WITH THE SITUATION.

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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 (2017)

Revenue Breakdown

Contributions & Grants $1,484,271

Program Service Revenue $0

Investment Income $3,785

Other Revenue $0

TOTAL REVENUE $1,488,056

Expense Breakdown

Grants Paid $727,499

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $727,499

Other Expenses $2,252

TOTAL EXPENSES $729,751

Year-over-Year Comparison

	2017	2016	Change
Revenue	$1,488,056	$64,822	+22.0%
Expenses	$729,751	N/A	N/A
Net Income	$758,305	$64,822	+10.7%

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

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LACHANDRA BAKER	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT BILLMAN	TRUSTEE	1.00	Director	$0	$0	$0
MICHELLE CONWAY	TRUSTEE	1.00	Director	$0	$0	$0
KC WILDER	TRUSTEE	1.00	Director	$0	$0	$0
JALYNA LANEY	TRUSTEE	1.00	Director	$0	$0	$0
LUDY UNDERWOOD	PRESIDENT	5.00	Officer Director	$0	$0	$0
GISELA CHANG	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DEVIN K SCHAFFER	SECRETARY	1.00	Officer Director	$0	$0	$0
AKIN AYEMOBOLA	TREASURER	3.00	Officer 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
2018	$1,488,056	$729,751	$922,352	$758,305

CARDINAL HEALTH ASSOCIATES FOUNDATION