BEAUMONT HEALTH FOUNDATION (EIN 364852171) - 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

2016

Legal Domicile

Principal Officer

RYAN DALY

Phone

8669897999

Tax Period

2023-01-01 to 2023-12-31

BEAUMONT HEALTH FOUNDATION, founded in 2016, is a mid-sized nonprofit in the Health Care sector that reported $37.1M in total revenue in fiscal year 2023. Net assets of $204.1M represent 66 months of operating reserves.

Mission

THE BEAUMONT HEALTH FOUNDATION EXISTS EXCLUSIVELY FOR THE PURPOSE OF SECURING PHILANTHROPIC GIFTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $36,611,978

Program Service Revenue $0

Investment Income $1,483,714

Other Revenue $-981,977

TOTAL REVENUE $37,113,715

Expense Breakdown

Grants Paid $19,950,018

Salaries & Benefits $5,811,404

Fundraising Expenses $15,560,177

Program Expenses $20,204,935

Other Expenses $11,654,838

TOTAL EXPENSES $37,416,260

Year-over-Year Comparison

	2023	2022	Change
Revenue	$37,113,715	$35,689,489	+0.0%
Expenses	$37,416,260	$29,477,563	+0.3%
Net Income	$-302,545	$6,211,926	-1.0%

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

254

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

$10,973,898

Total Directors

$7,602,568

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BENJAMIN SCHWARTZ MD	EX-OFFICIO DIRECTOR PART YEAR	1.00	Director	$0	$84,776	$2,254,097
DARRYL ELMOUCHI MD	EX-OFFICIO DIRECTOR PART YEAR	1.00	Director	$0	$649,299	$3,903,959
DONALD CONN MD	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD RUSSELL III	DIRECTOR	1.00	Director	$0	$0	$0
GEOFFREY HOCKMAN	DIRECTOR	1.00	Director	$0	$0	$2,500
HOWARD WOLPIN	DIRECTOR	1.00	Director	$0	$0	$1,500
KAREN COLINA WILSON SMITHBAUER	DIRECTOR	1.00	Director	$0	$0	$0
LAURIE CUNNINGTON	DIRECTOR/VICE CHAIR	1.00	Officer Director	$0	$0	$0
LISA PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET COONEY - CASEY	DIRECTOR/PRES./TREASURER/EX-OFFICIO	50.00	Officer Director	$0	$181,871	$789,087
MARY KOSCH	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW DENENBERG MD	DIRECTOR	1.00	Director	$0	$37,235	$624,425
NEELAM KUMAR MD	DIRECTOR/VICE CHAIR	1.00	Officer Director	$0	$0	$2,500
ROBERT ROSOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
STUART BLANCK	DIRECTOR	1.00	Director	$0	$0	$0
WARREN ROSE	DIRECTOR/CHAIR	1.00	Officer Director	$0	$0	$24,500
CHRISTINA FREESE DECKER	CEO	1.00	Officer	$0	$1,373,681	$6,732,149
MATTHEW COX	CFO	1.00	Officer	$0	$569,199	$3,183,271
MICHELLE ANDERSON	SECRETARY	50.00	Officer	$0	$43,633	$242,391
CHRISTOPHER FLORES	FORMER OFFICER	0.00		$0	$132,903	$696,526
TERRY LANG	FORMER OFFICER	0.00		$0	$0	$140,553
NANCY GRAY	FORMER HCE	50.00		$0	$43,175	$243,009
THOMAS MCGANNON	FORMER HCE	50.00		$0	$39,813	$295,511

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	No data	No data	No data	No data
2023	$37,113,715	$37,416,260	$219,293,654	$-302,545
2022	$35,689,489	$29,477,563	$197,846,308	$6,211,926
2021	$33,188,557	$26,599,757	$229,491,444	$6,588,800
2020	$51,430,194	$24,474,949	$209,530,033	$26,955,245
2019	$59,066,042	$25,980,632	$192,544,604	$33,085,410
2018	$45,444,156	$32,775,051	$209,774,292	$12,669,105

BEAUMONT HEALTH FOUNDATION