Southwest Community Health Foundation (EIN 341455135) - 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

1984

Legal Domicile

Principal Officer

Kelly Linson

Phone

4408168071

Tax Period

2023-01-01 to 2023-12-31

Southwest Community Health Foundation, founded in 1984, is a small nonprofit in the Health Care sector that reported $999K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Net assets of $10.6M represent 128 months of operating reserves.

Mission

The Foundation is organized and operated for the benefit of, to perform the functions of, and to carry out the purposes of Southwest Community Health System, a nonprofit corporation which is organized and operated exclusively for charitable, educational, and scientific purposes.

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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 $651,432

Program Service Revenue $0

Investment Income $239,979

Other Revenue $107,633

TOTAL REVENUE $999,044

Expense Breakdown

Grants Paid $284,254

Salaries & Benefits $564,072

Fundraising Expenses $0

Program Expenses $498,135

Other Expenses $224,781

TOTAL EXPENSES $1,073,107

Year-over-Year Comparison

	2023	2022	Change
Revenue	$999,044	$1,095,497	-0.1%
Expenses	$1,073,107	$1,569,769	-0.3%
Net Income	$-74,063	$-474,272	-0.8%

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

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

$1,080,080

Total Directors

$1,166,116

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
William A Young Jr	President CEO	001.00	Officer Director	$0	$52,961	$767,645
Susan O Scheutzow	Trustee	001.00	Director	$0	$0	$398,471
Christopher Burdon	Exec Dir Foundation	050.00	Officer	$282,750	$29,685	$312,435
Michael H Novak	Chairman	001.00	Officer Director	$0	$0	$0
Mark J Elliott	Trustee	001.00	Director	$0	$0	$0
Debbie Brassell	Trustee	001.00	Director	$0	$0	$0
Thomas P Perciak	Chairman Emeritus	001.00	Officer Director	$0	$0	$0
L C Rao MD	Trustee	001.00	Director	$0	$0	$0
Victor T Geraci	Trustee	001.00	Director	$0	$0	$0
Ronald J Warzel	Trustee	001.00	Director	$0	$0	$0
Michael F Deucher MD	Chairman	001.00	Officer Director	$0	$0	$0
Diane Baker	Secretary	001.00	Officer Director	$0	$0	$0
William G Murphy	Vice Chairman	001.00	Officer Director	$0	$0	$0
Alok Bhaiji MD	Trustee	001.00	Director	$0	$0	$0
Tim Conway	Trustee	001.00	Director	$0	$0	$0
Paul Psota	Trustee	001.00	Director	$0	$0	$0
Carl Mclaughlin	Trustee	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	$999,044	$1,073,107	$10,991,819	$-74,063
2022	$1,095,497	$1,569,769	$10,671,014	$-474,272
2021	$2,740,877	$924,421	$10,749,335	$1,816,456
2020	$2,263,460	$1,095,005	$8,592,597	$1,168,455
2019	$1,422,801	$1,089,711	$6,967,235	$333,090
2018	$1,508,819	$1,113,839	$5,969,560	$394,980

Southwest Community Health Foundation