WESTERN MARQUETTE COUNTY HEALTH FO… - Form 990 Financial Data

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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

DOUGLAS RUSSELL

Phone

9062042395

Tax Period

2020-01-01 to 2020-12-31

WESTERN MARQUETTE COUNTY HEALTH FOUNDATION, founded in 1992, is a small nonprofit in the Unknown sector that reported $297K in total revenue in fiscal year 2020. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $369K exceeded revenue, resulting in a 24% operating deficit.

Mission

To provide funding for health and wellness solutions in western Marquette County.

Program Service Accomplishments

Program 1

Expenses: $284,815

The Western Marquette County Health Foundation will provide funding in the form of grants to non-profit agencies. Grant applications will be reviewed bi-annually on a competitive basis, with funding provided to those applications that seek to enhance health and wellness in the region. Success will be determined based on individual proposals, impact on the community, and sustainability. Grants for operational costs will receive low priority. Grant size varies based on request, however the average size is expected to range from 1,000-10,000. Multi-year grants will be accepted, based on board approval of progress reports.

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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 (2020)

Revenue Breakdown

Contributions & Grants $59,516

Program Service Revenue $0

Investment Income $230,209

Other Revenue $7,567

TOTAL REVENUE $297,292

Expense Breakdown

Grants Paid $274,215

Salaries & Benefits $20,635

Fundraising Expenses $0

Program Expenses $284,815

Other Expenses $74,464

TOTAL EXPENSES $369,314

Year-over-Year Comparison

	2020	2019	Change
Revenue	$297,292	$243,670	+0.2%
Expenses	$369,314	$314,498	+0.2%
Net Income	$-72,022	$-70,828	+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

Volunteers

N/A

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

$19,130

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAM CHRISTENSEN	PRIOR MANAGER	020.00	Key Emp	$19,130	$0	$19,130
TOM EDMARK	PRESIDENT	001.00	Officer Director	$0	$0	$0
AMY CLICKNER	VICE PRESIDENT	001.00	Officer Director	$0	$0	$0
KEITH LACOSSE	TREASURER	001.00	Officer Director	$0	$0	$0
KORI TOSSAVA	SECRETARY	001.00	Officer Director	$0	$0	$0
BRIAN SHERIDAN	DIRECTOR	001.00	Director	$0	$0	$0
WAEL KHOULI	DIRECTOR	001.00	Director	$0	$0	$0
ANDREA JACKSON	DIRECTOR	001.00	Director	$0	$0	$0
PAUL BONETTI	DIRECTOR	001.00	Director	$0	$0	$0
DAWN LAMBERT	DIRECTOR	001.00	Director	$0	$0	$0
DEB PELLOW	DIRECTOR	001.00	Director	$0	$0	$0
KARL LEHMANN	DIRECTOR	001.00	Director	$0	$0	$0
KURT LEHMANN	DIRECTOR	001.00	Director	$0	$0	$0
DOUGLAS RUSSELL	CURRENT MANAGER	020.00	Key Emp	$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
2020	$297,292	$369,314	$9,541,231	$-72,022
2019	$243,670	$314,498	$8,594,290	$-70,828
2018	$310,512	$1,124,207	$7,209,830	$-813,695

WESTERN MARQUETTE COUNTY HEALTH FOUNDATION