SHELBY MEMORIAL HOSPITAL FOUNDATION (EIN 341814651) - 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

1995

Legal Domicile

Principal Officer

JEFFREY KIRK

Phone

4193421700

Tax Period

2023-01-01 to 2023-12-31

SHELBY MEMORIAL HOSPITAL FOUNDATION, founded in 1995, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $33K in total revenue in fiscal year 2023. Revenue surged 126% from the prior year, signaling strong growth momentum. The organization ran a surplus of $27K, a strong 82% operating margin.

Mission

OPERATE EXCLUSIVELY FOR THE BENEFIT OF MEDCENTRAL HEALTH SYSTEM, PROVIDED THAT MEDCENTRAL MAINTAINS A MEDICAL FACILITY IN SHELBY, OHIO

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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 $33,017

Other Revenue $0

TOTAL REVENUE $33,017

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $6,070

TOTAL EXPENSES $6,070

Year-over-Year Comparison

	2023	2022	Change
Revenue	$33,017	$14,637	+1.3%
Expenses	$6,070	$6,073	0.0%
Net Income	$26,947	$8,564	+2.1%

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

N/A

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
TOM DEPLER	BOARD MEMBER	N/A	Director	$0	$0	$0
THERESA ROTH	BOARD MEMBER	N/A	Director	$0	$0	$0
LINDA WHITTED	BOARD MEMBER	N/A	Director	$0	$0	$0
PHIL ZITKO	BOARD MEMBER	N/A	Director	$0	$0	$0
JEFFREY KIRK	TREASURER	N/A	Officer	$0	$0	$0
ROBERT TURNER	CHAIRMAN	N/A	Officer	$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	$33,017	$6,070	$712,152	$26,947
2022	$14,637	$6,073	$685,205	$8,564
2021	$116,461	$6,613	$676,641	$109,848
2020	$32,539	$6,313	$616,547	$26,226
2019	$44,439	$3,799	$538,524	$40,640
2018	$36,613	$5,557	$441,144	$31,056

SHELBY MEMORIAL HOSPITAL FOUNDATION