METHODIST HEALTH GROUP INC (EIN 350876390) - 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

1908

Legal Domicile

Principal Officer

DANIEL F EVANS JR

Phone

3174268800

Tax Period

2023-01-01 to 2023-12-31

METHODIST HEALTH GROUP INC, founded in 1908, is a micro nonprofit in the Health Care sector that reported $313K in total revenue in fiscal year 2023. Revenue fell 255% from the prior year — a significant decline worth monitoring.

Mission

METHODIST HEALTH GROUP, IN PARTICIPATION WITH IU HEALTH, INC., SUPPORTS CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES THROUGH THE PROVISION AND PROMOTION OF HEALTH CARE.

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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 $-312,831

Other Revenue $0

TOTAL REVENUE $-312,831

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,000

Other Expenses $92,410

TOTAL EXPENSES $92,410

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-312,831	$202,102	-2.5%
Expenses	$92,410	$42,930	+1.2%
Net Income	$-405,241	$159,172	-3.5%

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

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
BISHOP JULIUS C TRIMBLE	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL F EVANS JR	PRESIDENT	1.00	Officer Director	$0	$0	$0
HON SARAH EVANS BARKER	SECRETARY	1.00	Officer Director	$0	$0	$0
KATHY D GIFFORD	DIRECTOR	1.00	Director	$0	$0	$0
ALICIA DH MONROE MD	DIRECTOR	1.00	Director	$0	$0	$0
LARRY STEVENS	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN ARMSTRONG	DIRECTOR	1.00	Director	$0	$0	$0
JACQUELINE PIMENTEL-GANNON	ASSISTANT SECRETARY	0.00	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	$-312,831	$92,410	$6,624,739	$-405,241
2022	$202,102	$42,930	$5,839,254	$159,172
2021	$87,505	$9,130,750	$6,943,695	$-9,043,245
2020	$48,955	$3,405	$16,000,832	$45,550
2019	$15,955,282	No data	$15,955,282	No data

METHODIST HEALTH GROUP INC