Western MD Health Sys Foundation

EIN: 352289841 501(c)(3) Health Care

Cumberland, MD

Total Revenue
$3,031,391
Total Expenses
$1,699,176
Total Assets
$24,664,666
Net Assets
$24,401,467
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2006
Legal Domicile
MD
Principal Officer
Michele Martz
Phone
2409648057
Tax Period
2024-07-01 to 2025-06-30

Western MD Health Sys Foundation, founded in 2006, is a community nonprofit in the Health Care sector that reported $3.0M in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.3M, a strong 44% operating margin.

Mission

To coordinate with UPMC Western Maryland to enhance health care in the service area and also operate for the charitable and educational purposes of supporting UPMC Western Maryland.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $807,780
Program Service Revenue $0
Investment Income $2,223,611
Other Revenue $0
TOTAL REVENUE $3,031,391

Expense Breakdown

Grants Paid $0
Salaries & Benefits $487,567
Fundraising Expenses $146,271
Program Expenses $1,284,743
Other Expenses $1,211,609
TOTAL EXPENSES $1,699,176

Year-over-Year Comparison

2024 2023 Change
Revenue $3,031,391 $3,883,458 -0.2%
Expenses $1,699,176 $2,219,244 -0.2%
Net Income $1,332,215 $1,664,214 -0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
18
Independent Members
15
Employees
N/A
Volunteers
15

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
7
$1,669,515
Total Directors
15
$1,669,515
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Michele Martz President 0.00
Officer Director
$0 $291,056 $1,108,497
Amber Ruble CFO 0.00
Officer Director
$0 $57,749 $326,484
Karen Johnson Foundation Executive Director 0.00
Officer Director
$152,350 $82,184 $234,534
Carl Belt Member 0.00
Director
$0 $0 $0
Larry Boggs Member 0.00
Director
$0 $0 $0
Richard Daugherty Member 0.00
Director
$0 $0 $0
Marlee Gabriele Member 0.00
Director
$0 $0 $0
Chris Lockard Member 0.00
Director
$0 $0 $0
Dave Mathews Member 0.00
Director
$0 $0 $0
John McMullen Member 0.00
Director
$0 $0 $0
Elizabeth Rhodes Member 0.00
Director
$0 $0 $0
Robert Paye Member 0.00
Director
$0 $0 $0
Keith Pirolozzi Member 0.00
Director
$0 $0 $0
Rameen Shafiei Member 0.00
Director
$0 $0 $0
Julie Westendorff Auxiliary President 0.00
Officer Director
$0 $0 $0
Betty Jo Gehauf Chair 0.00
Officer
$0 $0 $0
George Lapp SecretaryTreasurer 0.00
Officer
$0 $0 $0
Kim Leonard Vice Chair 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
2025 $3,031,391 $1,699,176 $24,664,666 $1,332,215
2024 $3,883,458 $2,219,244 $23,116,604 $1,664,214
2023 $3,292,337 $2,673,666 $20,319,776 $618,671
2021 $1,139,054 $2,786,655 $18,257,110 $-1,647,601
2020 $4,277,468 $1,148,873 $17,746,307 $3,128,595
2019 $2,104,572 $996,653 $15,207,434 $1,107,919
2018 $1,032,250 $1,667,427 $13,307,076 $-635,177
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