TRINITY HEALTH FOUNDATION (EIN 363321751) - 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

1984

Legal Domicile

Principal Officer

SHAWN MORROW

Phone

3097792200

Tax Period

2024-01-01 to 2024-12-31

TRINITY HEALTH FOUNDATION, founded in 1984, is a mid-sized nonprofit in the Health Care sector that reported $11.5M in total revenue in fiscal year 2024. Revenue surged 318% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.6M, a strong 83% operating margin.

Mission

SECURES CHARITABLE GIFTS AND VOLUNTEER RESOURCES TO SUPPORT TRINITY'S MISSION.

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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 $10,703,558

Program Service Revenue $0

Investment Income $795,161

Other Revenue $-5,806

TOTAL REVENUE $11,492,913

Expense Breakdown

Grants Paid $1,124,077

Salaries & Benefits $618,758

Fundraising Expenses $554,233

Program Expenses $1,124,077

Other Expenses $179,068

TOTAL EXPENSES $1,921,903

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,492,913	$2,751,544	+3.2%
Expenses	$1,921,903	$1,925,271	0.0%
Net Income	$9,571,010	$826,273	+10.6%

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

335

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

$2,670,431

Total Directors

$1,693,193

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COLE DEBLAEY	BOARD MEMBER	1.00	Director	$0	$0	$0
DELIA DREFURST	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNSEY ENGELS	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
CHAD EVERITT	BOARD MEMBER	1.00	Director	$0	$0	$0
TODD FRANKEL	BOARD MEMBER	1.00	Director	$0	$0	$0
MELINDA HASS MD	BOARD MEMBER	1.00	Director	$0	$19,662	$645,981
DAVE HERRELL	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW LEHMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH LENTZ-KAPUA MD	BOARD MEMBER	1.00	Director	$0	$55,420	$482,283
LISA MCCRAW	BOARD MEMBER - TRHS CHAIR DESIGNEE	1.00	Director	$0	$0	$0
LINDA MCGEHEE	BOARD MEMBER	1.00	Director	$0	$0	$0
JEAN MORAN	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAWN MORROW	BOARD MEMBER/PRESIDENT/CEO	1.00	Officer Director	$0	$90,939	$564,929
BEN PALMER	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
RACHEL PERKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
SANJANA PURI	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER ROUSE	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNNE SCHELLY	BOARD MEMBER	1.00	Director	$0	$0	$0
CRAIG TILLMAN MD	BOARD MEMBER	1.00	Director	$0	$0	$0
SYDNEY VERDI-SAMUELSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL WENNEKAMP	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID DELLITT FR 324	MARKET CFO	1.00	Officer	$0	$24,368	$353,888
MARY MACUMBER-SCHMIDT	BOARD MEMBER/PRESIDENT THF-QC	40.00	Officer	$0	$13,271	$285,278
KATHERINE PEARSON	SR VP/CHIEF STRATEGY OFFICER	1.00	Officer	$0	$86,495	$549,372
KATHERINE MARCHIK TO 124	SR VP FINANCE/CFO	1.00	Officer	$0	$21,390	$916,964
ROBERT ERICKSON TO 823	FORMER PRESIDENT/CEO	0.00		$0	$11,024	$549,625

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	$11,492,913	$1,921,903	$25,598,042	$9,571,010
2023	$2,751,544	$1,925,271	$15,115,324	$826,273
2022	$2,996,363	$2,417,839	$13,331,127	$578,524
2021	$3,150,660	$2,144,606	$14,413,135	$1,006,054
2020	$2,949,649	$2,122,243	$13,240,710	$827,406
2019	$3,353,186	$2,417,983	$12,003,626	$935,203
2018	$4,150,087	$2,262,908	$11,556,276	$1,887,179

TRINITY HEALTH FOUNDATION