OSCEOLA COMMUNITY HEALTH FOUNDATION INC (EIN 392029106) - 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

2001

Legal Domicile

Principal Officer

KELLY MACKEN-MARBLE

Phone

7152942111

Tax Period

2023-01-01 to 2023-12-31

OSCEOLA COMMUNITY HEALTH FOUNDATION INC, founded in 2001, is a small nonprofit in the Health Care sector that reported $837K in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $149K, a strong 18% operating margin.

Mission

THE FOUNDATION WORKS TO IDENTIFY NEEDS AND PROVIDE HEALTH RELATED SERVICES TO RESIDENTS OF OUR COMMUNITY. USING PHILANTHROPIC ASSISTANCE, WE STRIVE TO SUPPORT THE MEDICAL CENTER AND IMPLEMENT HEALTH RELATED PROGRAMS THAT BENEFIT ALL AGE GROUPS.

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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 $779,057

Program Service Revenue $0

Investment Income $10,930

Other Revenue $46,998

TOTAL REVENUE $836,985

Expense Breakdown

Grants Paid $678,149

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $678,149

Other Expenses $9,955

TOTAL EXPENSES $688,104

Year-over-Year Comparison

	2023	2022	Change
Revenue	$836,985	$594,374	+0.4%
Expenses	$688,104	$466,391	+0.5%
Net Income	$148,881	$127,983	+0.2%

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

$972,445

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM PAULEY	CHAIR (THRU DEC 2023)	0.50	Officer Director	$0	$0	$0
TOM TINKHAM	VICE CHAIR/TREASURER	0.50	Officer Director	$0	$0	$0
MARY HAZZARD	SECRETARY	0.50	Officer Director	$0	$0	$0
JARED CUTTS	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTINA DELONG	DIRECTOR	0.50	Director	$0	$0	$0
LALA GRAF	DIRECTOR	0.50	Director	$0	$0	$0
MARK LUEBKER	DIRECTOR (THRU SEP 2023)	0.50	Director	$0	$0	$0
JEN MAGNELSON	DIRECTOR	0.50	Director	$0	$0	$0
CHRIS MCKENZIE	DIRECTOR	0.50	Director	$0	$0	$0
RENE PELLETIER	DIRECTOR (THRU DEC 2023)	0.50	Director	$0	$0	$0
ELI RASMUSSEN	DIRECTOR	0.50	Director	$0	$0	$0
KELLY MACKEN-MARBLE	CEO	1.00	Officer	$0	$34,864	$350,059
TAMMY WALSH	CFO	1.00	Officer	$0	$5,210	$231,735
MISTY CHARLIER	CAO	1.00	Officer	$0	$19,778	$214,034
JILL LEAHY	FOUNDATION DIRECTOR	40.00	Officer	$0	$4,951	$107,982
KIMBERLY ERICSON	CFO (THRU MAR 2023)	1.00	Officer	$0	$5,956	$68,635

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	$836,985	$688,104	$826,093	$148,881
2022	$594,374	$466,391	$709,451	$127,983
2021	$119,622	$162,045	$609,886	$-42,423
2020	$239,855	$156,844	$543,874	$83,011
2019	$224,207	$343,819	$419,196	$-119,612
2018	$362,812	$450,700	$493,507	$-87,888

OSCEOLA COMMUNITY HEALTH FOUNDATION INC