NELSON COUNTY HEALTH SERVICES FOUNDATION (EIN 363460675) - 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

KENZIE ENGEN

Phone

7013222225

Tax Period

2024-01-01 to 2024-12-31

NELSON COUNTY HEALTH SERVICES FOUNDATION, founded in 1984, is a small nonprofit that reported $729K in total revenue in fiscal year 2024. The organization ran a surplus of $256K, a strong 35% operating margin.

Mission

OUR MISSION IS TO PROMOTE, EDUCATE, AND SERVE AS THE PHILANTHROPIC RESOURCE TO IMPROVE THE HEALTH STATUS OF THE PEOPLE SERVED BY THE NELSON COUNTY HEALTH SYSTEM.

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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 $600,889

Program Service Revenue $0

Investment Income $66,048

Other Revenue $62,186

TOTAL REVENUE $729,123

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $473,565

Other Expenses $473,565

TOTAL EXPENSES $473,565

Year-over-Year Comparison

	2024	2023	Change
Revenue	$729,123	$692,577	+0.1%
Expenses	$473,565	$1,047,685	-0.5%
Net Income	$255,558	$-355,108	-1.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID AASER	PRESIDENT	0.50	Officer Director	$0	$0	$0
BOB ENGEN	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
RENAE ARNESON	SECRETARY	0.50	Director	$0	$0	$0
ANGIE TWETE	DIRECTOR	0.50	Director	$0	$0	$0
CINDY RITTEMAN	DIRECTOR	0.50	Director	$0	$0	$0
LORI NICHOLS	DIRECTOR	0.50	Director	$0	$0	$0
OLEN OPHAUG	DIRECTOR	0.50	Director	$0	$0	$0
LISA HAINES	DIRECTOR	0.50	Director	$0	$0	$0
MARILYN DEHNE	DIRECTOR	0.50	Director	$0	$0	$0
KENZIE ENGEN	EXECUTIVE DI	20.00	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	$729,123	$473,565	$1,317,685	$255,558
2023	$692,145	$1,047,671	$1,059,993	$-355,526
2023	No data	No data	No data	No data
2022	$349,977	$438,659	$1,445,238	$-88,682
2022	$350,020	$419,218	$1,445,311	$-69,198
2021	$229,240	$52,941	$1,504,255	$176,299
2020	$173,250	$79,995	$1,330,389	$93,255
2019	$225,572	$271,581	$1,234,279	$-46,009
2019	$225,572	$271,581	$1,234,279	$-46,009
2018	$143,292	$180,801	$1,281,490	$-37,509

NELSON COUNTY HEALTH SERVICES FOUNDATION