RiverStone Health Foundation (EIN 352332179) - 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

2008

Legal Domicile

Principal Officer

Jonathan Forte

Phone

4062473200

Tax Period

2024-07-01 to 2025-06-30

RiverStone Health Foundation, founded in 2008, is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2024. Expenses of $1.4M exceeded revenue, resulting in a 34% operating deficit.

Mission

To improve life, health and safety through philanthropy.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,066,885

Program Service Revenue $0

Investment Income $38,172

Other Revenue $-32,884

TOTAL REVENUE $1,072,173

Expense Breakdown

Grants Paid $1,175,847

Salaries & Benefits $0

Fundraising Expenses $91,344

Program Expenses $1,351,516

Other Expenses $265,851

TOTAL EXPENSES $1,441,698

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,072,173	$1,023,788	+0.0%
Expenses	$1,441,698	$957,935	+0.5%
Net Income	$-369,525	$65,853	-6.6%

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

$456,990

Total Directors

$456,990

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jonathan Forte	President and CEO	1	Officer Director	$0	$37,578	$334,589
Megan Irion	Executive Director	40	Officer Director	$0	$21,024	$122,401
William Royer	Chairman	2	Officer Director	$0	$0	$0
Carol Beam	Vice Chair	1	Officer Director	$0	$0	$0
John Dorr MD	Past Vice Chair	1	Officer Director	$0	$0	$0
James Harris	Board Member	1	Director	$0	$0	$0
Drew Hedrick	Secretary & Treasurer	1	Officer Director	$0	$0	$0
Deborah Agnew MD MMM	Board Member	1	Director	$0	$0	$0
Kim Gillian	Board Member	1	Director	$0	$0	$0
Barb Skelton	Board Member	1	Director	$0	$0	$0
Don Sterhan	Board Member	1	Director	$0	$0	$0
Kevi Berger	Executive Director	40	Officer 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
2025	$1,072,173	$1,441,698	$1,071,494	$-369,525
2024	$1,023,788	$957,935	$1,533,983	$65,853
2023	$828,488	$652,078	$1,300,128	$176,410
2022	$943,359	$632,727	$1,043,183	$310,632
2021	$1,320,300	$1,896,040	$780,433	$-575,740
2020	$1,198,595	$1,675,793	$1,249,074	$-477,198
2019	$1,680,713	$1,637,932	$1,820,231	$42,781
2018	$1,180,685	$2,055,919	$1,898,333	$-875,234

RiverStone Health Foundation