TRUMBULL MEMORIAL HEALTH FOUNDATION (EIN 341195190) - 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

1976

Legal Domicile

Principal Officer

CASEY KRELL

Phone

3307435555

Tax Period

2023-01-01 to 2023-12-31

TRUMBULL MEMORIAL HEALTH FOUNDATION, founded in 1976, is a small nonprofit in the Health Care sector that reported $542K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $643K exceeded revenue, resulting in a 19% operating deficit.

Mission

THE PURPOSE OF THE TRUMBULL MEMORIAL HEALTH FOUNDATION IS TO CARRY OUT THE CHARITABLE ACTIVITIES OF THE COMMUNITY FOUNDATION OF THE MAHONING VALLEY RELATED TO OR IN PROMOTION OF HEALTH CARE SERVICES OR HEALTH CARE EDUCATION IN WARREN OR TRUMBULL COUNTY.

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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 $0

Program Service Revenue $0

Investment Income $542,500

Other Revenue $0

TOTAL REVENUE $542,500

Expense Breakdown

Grants Paid $497,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $592,134

Other Expenses $146,080

TOTAL EXPENSES $643,080

Year-over-Year Comparison

	2023	2022	Change
Revenue	$542,500	$576,047	-0.1%
Expenses	$643,080	$785,448	-0.2%
Net Income	$-100,580	$-209,401	-0.5%

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
GORDON WEAN	TRUSTEE	1.00	Director	$0	$0	$0
SARAH BRAUN	CHAIR	1.00	Officer Director	$0	$0	$0
JENNA AMERINE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LINDA DAY	TRUSTEE	1.00	Director	$0	$0	$0
MELISSA MILLER	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN STRINGER	TRUSTEE	1.00	Director	$0	$0	$0
JEAN CAIRNS	TRUSTEE	1.00	Director	$0	$0	$0
SHNIQUA WALKER	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK FLANAGAN	TREASURER	1.00	Officer Director	$0	$0	$0
SHIBANI MASSACCI	TRUSTEE	1.00	Director	$0	$0	$0
SANDRA SCOTT	TRUSTEE	1.00	Director	$0	$0	$0
VINITRA MURRAY	TRUSTEE	1.00	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	$542,500	$643,080	$16,909,199	$-100,580
2022	$576,047	$785,448	$15,354,506	$-209,401
2021	$803,248	$493,611	$19,352,625	$309,637
2020	$435,205	$592,113	$17,226,158	$-156,908
2019	$796,646	$345,029	$16,243,825	$451,617
2018	$184,130	$551,195	$13,953,505	$-367,065

TRUMBULL MEMORIAL HEALTH FOUNDATION