FORT HEALTHCARE INC (EIN 390286215) - 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

1942

Legal Domicile

Principal Officer

JAMES NELSON

Phone

8004214677

Tax Period

2023-10-01 to 2024-09-30

FORT HEALTHCARE INC, founded in 1942, is a major nonprofit in the Health Care sector that reported $160.7M in total revenue in fiscal year 2023. Expenses of $150.3M left a modest 6% surplus.

Mission

OUR MISSION AT FORT HEALTHCARE IS TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY.

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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 $104,820

Program Service Revenue $153,986,041

Investment Income $5,295,128

Other Revenue $1,323,040

TOTAL REVENUE $160,709,029

Expense Breakdown

Grants Paid $290,400

Salaries & Benefits $78,763,986

Fundraising Expenses $26,421

Program Expenses $128,118,407

Other Expenses $71,231,652

TOTAL EXPENSES $150,286,038

Year-over-Year Comparison

	2023	2022	Change
Revenue	$160,709,029	$150,628,992	+0.1%
Expenses	$150,286,038	$144,901,304	+0.0%
Net Income	$10,422,991	$5,727,688	+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

Governance

Voting Members

Independent Members

Employees

1077

Volunteers

117

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

$1,267,145

Total Directors

$3,482,726

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL SCHUPPNER DO	BOARD MEMBER	40.00	Director	$850,705	$38,395	$889,100
MICHAEL ANDERSON MD	PRESIDENT/CEO	40.00	Officer Director	$815,683	$46,915	$862,598
BILLIE KONTNY MD	BOARD MEMBER	40.00	Director	$650,274	$46,914	$697,188
STEPHANIE NOTTESTAD MD	BOARD MEMBER	40.00	Director	$420,704	$45,656	$466,360
NATHANIEL FULLERTON MD	CHIEF OF STAFF (THRU OCT 2023)	40.00	Director	$409,602	$49,635	$459,237
MARY BECK METZGER	BOARD MEMBER	24.00	Director	$67,470	$16,023	$83,493
ROBERTA WEDL MD	CHIEF OF STAFF	3.00	Director	$24,750	$0	$24,750
JAMES FITZPATRICK PHD	CHAIR	3.00	Officer Director	$0	$0	$0
ROY BUDLONG	VICE CHAIR & TREASURER	3.00	Officer Director	$0	$0	$0
THOMAS VINZ	SECRETARY (THRU JAN 2024)	3.00	Officer Director	$0	$0	$0
LESLEY CHAPIN PSYD	BOARD MEMBER	3.00	Director	$0	$0	$0
CARLA HAUBENSCHILD	BOARD MEMBER	3.00	Director	$0	$0	$0
CHRISTOPHER MARTIN	BOARD MEMBER	3.00	Director	$0	$0	$0
CHRISTI OTT	BOARD MEMBER	3.00	Director	$0	$0	$0
RICHARD TELFER PHD	BOARD MEMBER (THRU JAN 2024)	3.00	Director	$0	$0	$0
JAMES NELSON	SR. VICE PRESIDENT/CFO	40.00	Officer	$355,156	$49,391	$404,547
MATTHEW BLISS MD	PHYSICIAN	40.00	Highest	$1,559,256	$44,838	$1,604,094
ISIDORO ZAMBRANO MD	PHYSICIAN	40.00	Highest	$925,720	$46,959	$972,679
MICHAEL WALLACE	SENIOR ADVISOR (RETIRED PRES./CEO)	40.00	Highest	$655,083	$47,401	$702,484
JONATHAN MCLAUGHLIN MD	PHYSICIAN	40.00	Highest	$611,790	$44,806	$656,596
MARC ERICKSON MD	PHYSICIAN	40.00	Highest	$532,398	$47,606	$580,004

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	$160,709,029	$150,286,038	$321,991,405	$10,422,991
2023	$150,628,992	$144,901,304	$247,529,031	$5,727,688
2022	$157,835,646	$138,696,674	$241,376,447	$19,138,972
2021	$140,971,889	$132,388,654	$254,405,410	$8,583,235
2020	$128,020,839	$122,411,224	$229,066,980	$5,609,615
2019	$135,005,143	$124,118,351	$212,863,864	$10,886,792
2018	$128,357,562	$121,499,966	$204,073,380	$6,857,596

FORT HEALTHCARE INC