SARAH BUSH LINCOLN HEALTH FOUNDATION (EIN 371136713) - 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

1983

Legal Domicile

Principal Officer

KIM UPHOFF

Phone

2172582591

Tax Period

2024-07-01 to 2025-06-30

SARAH BUSH LINCOLN HEALTH FOUNDATION, founded in 1983, is a community nonprofit that reported $4.4M in total revenue in fiscal year 2017. Revenue surged 45% from the prior year, signaling strong growth momentum. Net assets of $20.7M represent 57 months of operating reserves.

Mission

SARAH BUSH LINCOLN HEALTH FOUNDATION PROVIDED GRANT DISTRIBUTIONS DURING THE YEAR WHICH WOULD SPECIFICALLY SUPPORT AND ENCOURAGE HEALTH CARE SERVICES FOR SARAH BUSH LINCOLN HEALTH CENTER, A RELATED NOT-FOR-PROFIT 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 (2024)

Revenue Breakdown

Contributions & Grants $1,852,358

Program Service Revenue $0

Investment Income $2,631,325

Other Revenue $88,113

TOTAL REVENUE $4,571,796

Expense Breakdown

Grants Paid $551,089

Salaries & Benefits $0

Fundraising Expenses $349,295

Program Expenses $551,089

Other Expenses $437,869

TOTAL EXPENSES $988,958

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,571,796	$4,638,641	0.0%
Expenses	$988,958	$987,578	+0.0%
Net Income	$3,582,838	$3,651,063	0.0%

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

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

$2,423,252

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KYLE BANKS	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
KIRAN JOAG	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
TOM GRUNLOH	SECRETARY	1.00	Officer Director	$0	$0	$0
JEFF BRANSON	TREASURER	1.00	Officer Director	$0	$0	$0
BARB LOVE	PAST CHAIRPERSON	1.00	Officer Director	$0	$0	$0
SCOTT BLAND	DIRECTOR	1.00	Director	$0	$0	$0
MYLES HASTINGS	DIRECTOR	1.00	Director	$0	$0	$0
PATTY HEDGES	DIRECTOR	1.00	Director	$0	$0	$0
LOU HENCKEN	DIRECTOR	1.00	Director	$0	$0	$0
CORY KAUFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
COLES MOULTRIE	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN O'DELL	DIRECTOR	1.00	Director	$0	$0	$0
NANCY SCHILLING	DIRECTOR	1.00	Director	$0	$0	$0
MARK MAYHOOD	DIRECTOR	1.00	Director	$0	$0	$0
DEACON PATIENT	DIRECTOR	1.00	Director	$0	$0	$0
TONY SPARKS	DIRECTOR	1.00	Director	$0	$0	$0
KIRK SWENSEN	DIRECTOR	1.00	Director	$0	$0	$0
KYLE THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
LAURA VOYLES	DIRECTOR	1.00	Director	$0	$0	$0
AMY BORNTRAGER	DIRECTOR PARTIAL TERM	1.00	Director	$0	$0	$0
ANN BECK	DIRECTOR PARTIAL TERM	3.00	Director	$0	$0	$0
GARY MIKEL	PAST CHAIR. PARTIAL TERM	1.00	Officer Director	$0	$0	$0
KIMBERLY UPHOFF	PRESIDENT & CEO	5.00	Officer	$0	$63,709	$1,253,435
DENNIS PLUARD	CHIEF FINANCE OFFICER	1.00	Officer	$0	$45,438	$614,710
SEAN FISCHER	CHIEF FINANCE OFFICER	1.00	Officer	$0	$53,972	$555,107
JERRY ESKER	FORMER PRES. & CEO	5.00		$0	$0	$285,767

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	$4,571,796	$988,958	$37,311,860	$3,582,838
2024	$4,638,641	$987,578	$32,208,219	$3,651,063
2023	$3,566,692	$1,960,090	$27,065,071	$1,606,602
2022	$3,129,426	$1,409,752	$25,009,912	$1,719,674
2021	$3,069,709	$1,599,392	$26,095,679	$1,470,317
2020	$2,390,871	$2,161,121	$21,063,103	$229,750
2019	$2,967,758	$3,346,539	$20,933,932	$-378,781
2018	$4,377,354	$4,478,882	$21,102,317	$-101,528

SARAH BUSH LINCOLN HEALTH FOUNDATION