ST VINCENT ANDERSON REGIONAL HOSPI… - Form 990 Financial Data

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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

Phone

3147338000

Tax Period

2023-07-01 to 2024-06-30

ST VINCENT ANDERSON REGIONAL HOSPITAL FOUNDATION INC, founded in 1998, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 98% from the prior year, signaling strong growth momentum. The organization ran a surplus of $664K, a strong 60% operating margin.

Mission

St. Vincent Anderson Regional Hospital Foundation, Inc. supports the charitable programs of St. Vincent Anderson Regional Hospital, Inc. in pursuit of its mission: "Rooted in the loving ministry of Jesus as healer, we commit ourselves to serving all persons with special attention to those who are poor and vulnerable. Our Catholic health ministry is dedicated to spiritually centered, holistic care, which sustains and improves the health of individuals and communities. We are advocates for a compassionate and just society through our actions and our words."

Program Service Accomplishments

Program 1

Expenses: $248,949 Revenue: $0

THE FILING ORGANIZATION IS A PART OF THE ASCENSION CATHOLIC HEALTH MINISTRY. ASCENSION IS A FAITH-BASED HEALTHCARE ORGANIZATION THAT DELIVERS PERSONALIZED, COMPASSIONATE CARE TO ALL, ESPECIALLY TO...

THE FILING ORGANIZATION IS A PART OF THE ASCENSION CATHOLIC HEALTH MINISTRY. ASCENSION IS A FAITH-BASED HEALTHCARE ORGANIZATION THAT DELIVERS PERSONALIZED, COMPASSIONATE CARE TO ALL, ESPECIALLY TO THOSE WHO NEED IT THE MOST. The Ascension St. Vincent Anderson Foundation is a non profit organization that was established in 1998 to fund state-of-the-art technological research and equipment, renovations and expansions, and programs/services that strive to improve community health outcomes.

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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 $746,740

Program Service Revenue $0

Investment Income $339,504

Other Revenue $14,884

TOTAL REVENUE $1,101,128

Expense Breakdown

Grants Paid $232,415

Salaries & Benefits $0

Fundraising Expenses $150,311

Program Expenses $248,949

Other Expenses $204,462

TOTAL EXPENSES $436,877

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,101,128	$555,934	+1.0%
Expenses	$436,877	$1,056,874	-0.6%
Net Income	$664,251	$-500,940	-2.3%

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

$557,365

Total Directors

$1,256,502

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANA LIKENS	SECRETARY/TREASURER	1.0	Officer Director	$0	$0	$0
DONALD APPLE	CHAIR	1.0	Officer Director	$0	$0	$0
NANCY L ANDERSON	EX-OFFICIO/FOUNDATION DIRECTOR	0.0	Officer Director	$0	$38,520	$158,202
BEVERLY JOYCE	DIRECTOR	1.0	Director	$0	$0	$0
BROOKE JOHNSON	DIRECTOR	0.0	Director	$0	$22,976	$322,381
DEREK MADINGER	DIRECTOR	1.0	Director	$0	$0	$0
FRANK AMOS	DIRECTOR	1.0	Director	$0	$0	$0
JIM AULT	DIRECTOR	1.0	Director	$0	$0	$0
JOSHUA BEN GREENE MD	DIRECTOR	0.0	Director	$0	$60,162	$775,919
JUDGE ANGIE WARNER SIMS	DIRECTOR	1.0	Director	$0	$0	$0
LAUREN ATWOOD	DIRECTOR	1.0	Director	$0	$0	$0
SISTER SARAH SCHMITT	DIRECTOR	1.0	Director	$0	$0	$0
TYSON MANGRUM	DIRECTOR	1.0	Director	$0	$0	$0
BECKY L JACOBSON	VP, FINANCE	0.0	Officer	$0	$41,042	$399,163
BETHANY LYNN MORROW	FORMER OFFICER (END 1/2019)	0.0		$0	$37,396	$431,210

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
2025	No data	No data	No data	No data
2024	$1,101,128	$436,877	$7,144,714	$664,251
2023	$555,934	$1,056,874	$6,053,691	$-500,940
2022	$895,736	$644,706	$5,930,753	$251,030
2021	$949,049	$384,963	$6,898,664	$564,086
2020	$799,576	$595,106	$6,225,615	$204,470
2019	$534,219	$243,725	$5,766,816	$290,494
2018	$866,738	$272,598	$5,436,201	$594,140

ST VINCENT ANDERSON REGIONAL HOSPITAL FOUNDATION INC