GLENOAKS HOSPITAL FOUNDATION (EIN 363926044) - 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

1992

Legal Domicile

Principal Officer

MEGHAN MORENO

Phone

6305453942

Tax Period

2019-01-01 to 2019-06-21

GLENOAKS HOSPITAL FOUNDATION, founded in 1992, is a micro nonprofit that reported $88K in total revenue in fiscal year 2019. Revenue fell 75% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $41K, a strong 46% operating margin.

Mission

FUNDRAISING FOR TAX-EXEMPT HOSPITAL ORGANIZATION

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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 (2019)

Revenue Breakdown

Contributions & Grants $64,783

Program Service Revenue $0

Investment Income $31,267

Other Revenue $-7,787

TOTAL REVENUE $88,263

Expense Breakdown

Grants Paid $40,973

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,876

Other Expenses $6,703

TOTAL EXPENSES $47,676

Year-over-Year Comparison

	2019	2018	Change
Revenue	$88,263	$351,211	-0.7%
Expenses	$47,676	$387,824	-0.9%
Net Income	$40,587	$-36,613	-2.1%

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

$176,101

Total Directors

$1,106,370

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD PHILLIPS MD	DIR/CHAIRMAN	0.30	Director	$0	$0	$0
BRUCE CHRISTIAN	DIRECTOR	0.30	Director	$0	$32,555	$515,585
KENNETH EDL	DIRECTOR	0.30	Director	$0	$0	$0
MARSHALL GRAY JR	DIR/VICE CHAIRMAN (BEG 1/19)	0.30	Director	$0	$0	$0
LISA GRIGSBY	DIRECTOR	0.30	Director	$0	$16,538	$164,602
LEONARD GUTIERREZ	DIRECTOR	0.30	Director	$0	$0	$0
STEVE KASS	DIRECTOR	0.30	Director	$0	$0	$0
JENNIFER KIRK MD	DIRECTOR	0.30	Director	$0	$42,813	$426,183
JOSEPH LEONE	DIRECTOR	0.30	Director	$0	$0	$0
DEBBIE MCKENZIE	DIRECTOR	0.30	Director	$0	$0	$0
CAROL PFEIFER	DIRECTOR/CNO SUPP HOSP (BEG 1/19)	0.30	Director	$0	$0	$0
RICHARD VEENSTRA	DIR/SEC/TREAS	0.30	Director	$0	$0	$0
CHRISTIN KRUSE	EXECUTIVE DIR (END 3/19)	50.00	Officer	$0	$2,887	$76,414
CATHERINE OSTERHOLZ	EXECUTIVE DIR (BEG 4/19)	50.00	Officer	$91,673	$8,014	$99,687

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
2019	$88,263	$47,676	No data	$40,587
2018	$351,211	$387,824	$606,423	$-36,613

GLENOAKS HOSPITAL FOUNDATION