Lakeland Health Foundation Benton HarborSt Joseph

EIN: 382539929 501(c)(3) Health Care

Saint Joseph, MI

Total Revenue
$1,643,785
Total Expenses
$1,785,561
Total Assets
$21,659,521
Net Assets
$20,914,432
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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
MI
Phone
2699838300
Tax Period
2018-10-01 to 2019-09-30

Lakeland Health Foundation Benton HarborSt Joseph, founded in 1984, is a community nonprofit in the Health Care sector that reported $1.6M in total revenue in fiscal year 2018. Net assets of $20.9M represent 153 months of operating reserves.

Mission

TO IMPROVE HEALTH, INSPIRE HOPE AND SAVE LIVES AND TO PROMOTE AND ASSIST IN PROVIDING HEALTH CARE BY ACCEPTING CONTRIBUTIONS FOR LAKELAND REGIONAL 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%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $686,082
Program Service Revenue $0
Investment Income $997,521
Other Revenue $-39,818
TOTAL REVENUE $1,643,785

Expense Breakdown

Grants Paid $1,668,015
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,668,015
Other Expenses $117,546
TOTAL EXPENSES $1,785,561

Year-over-Year Comparison

2018 2017 Change
Revenue $1,643,785 $1,640,652 +0.0%
Expenses $1,785,561 $2,508,887 -0.3%
Net Income $-141,776 $-868,235 -0.8%
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

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Governance

Voting Members
25
Independent Members
23
Employees
N/A
Volunteers
31

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
7
$3,866,768
Total Directors
30
$3,400,298
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A CHAIR 2.0
Officer Director
$0 $0 $0
N/A VICE CHAIR 1.0
Officer Director
$0 $0 $0
N/A SECRETARY/TREASURER 1.0
Officer Director
$0 $0 $0
N/A VP & FOUNDATION PRESIDENT 30.0
Officer Director
$0 $17,791 $206,160
N/A PAST CHAIR 1.0
Officer Director
$0 $0 $0
N/A DIRECTOR/PRESIDENT & CEO LRHS 1.0
Officer Director
$0 $25,007 $3,194,138
N/A DIRECTOR 1.0
Director
$0 $0 $0
N/A DIRECTOR 1.0
Director
$0 $0 $0
N/A DIRECTOR 1.0
Director
$0 $0 $0
N/A DIRECTOR 1.0
Director
$0 $0 $0
N/A DIRECTOR 1.0
Director
$0 $0 $0
N/A DIRECTOR 1.0
Director
$0 $0 $0
N/A DIRECTOR 1.0
Director
$0 $0 $0
N/A DIRECTOR 1.0
Director
$0 $0 $0
N/A DIRECTOR 1.0
Director
$0 $0 $0
N/A DIRECTOR 1.0
Director
$0 $0 $0
N/A DIRECTOR 1.0
Director
$0 $0 $0
N/A DIRECTOR 1.0
Director
$0 $0 $0
N/A DIRECTOR 1.0
Director
$0 $0 $0
N/A DIRECTOR 1.0
Director
$0 $0 $0
N/A DIRECTOR - PART YEAR 1.0
Director
$0 $0 $0
N/A DIRECTOR - PART YEAR 1.0
Director
$0 $0 $0
N/A DIRECTOR 1.0
Director
$0 $0 $0
N/A DIRECTOR - PART YEAR 1.0
Director
$0 $0 $0
N/A DIRECTOR - PART YEAR 1.0
Director
$0 $0 $0
N/A DIRECTOR 1.0
Director
$0 $0 $0
N/A DIRECTOR 1.0
Director
$0 $0 $0
N/A DIRECTOR - PART YEAR 1.0
Director
$0 $0 $0
N/A DIRECTOR 1.0
Director
$0 $0 $0
N/A DIRECTOR 1.0
Director
$0 $0 $0
N/A VP - FINANCE & CFO 5.0
Officer
$0 $24,142 $466,470
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
2019 $1,643,785 $1,785,561 $21,659,521 $-141,776
2018 $1,640,652 $2,508,887 $20,148,865 $-868,235
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