Froedtert West Bend Hospital Foundation Inc (EIN 392034296) - 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

2002

Legal Domicile

Phone

2623345533

Tax Period

2024-07-01 to 2025-06-30

Froedtert West Bend Hospital Foundation Inc, founded in 2002, is a community nonprofit in the Health Care sector that reported $1.3M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $713K, a strong 56% operating margin.

Mission

TO ADVANCE THE HEALTH OF OUR COMMUNITIES THROUGH EXCELLENCE AND DISCOVERY, INSPIRING EACH PERSON TO LIVE THEIR UNIQUE, BEST LIFE.

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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 $241,272

Program Service Revenue $0

Investment Income $1,035,714

Other Revenue $-2,095

TOTAL REVENUE $1,274,891

Expense Breakdown

Grants Paid $302,075

Salaries & Benefits $198,297

Fundraising Expenses $217,173

Program Expenses $309,834

Other Expenses $61,142

TOTAL EXPENSES $561,514

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,274,891	$1,438,539	-0.1%
Expenses	$561,514	$553,395	+0.0%
Net Income	$713,377	$885,144	-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

$1,547,824

Total Directors

$7,004,711

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Allen Ericson	Director & FWBH President	1.0	Officer Director	$0	$180,192	$1,294,408
Chad Feltz	Director & BOD V.Chair (eff 7/1/24)	1.0	Officer Director	$0	$0	$0
Dan Miller	Director & BOD Chair	1.0	Officer Director	$0	$0	$0
Nooriya Farheen	Director & Treasurer	1.0	Officer Director	$0	$43,299	$253,416
Troy Hanson	Director & BOD Secr (eff 1/23/25)	1.0	Officer Director	$0	$0	$0
Ann Johnson	Director & Executive Director	1.0	Director	$0	$41,980	$218,510
Austin Smith	Director	1.0	Director	$0	$0	$0
Bryce Gartland MD	Director (eff 5/1/25)	1.0	Director	$0	$0	$0
Chris Chlupp	Director	1.0	Director	$0	$0	$0
Imran Andrabi MD	Director & FTCH President/CEO (eff 7/1/24; term 5/1/25)	1.0	Director	$0	$647,039	$5,238,377
Jacci Gambucci	Director	1.0	Director	$0	$0	$0
John Breuer	Director	1.0	Director	$0	$0	$0
Peter Rettler	Director	1.0	Director	$0	$0	$0
Tom Zuern	Director	1.0	Director	$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
2025	$1,274,891	$561,514	$27,362,713	$713,377
2024	No data	No data	No data	No data
2023	$1,017,022	$551,663	$23,330,780	$465,359
2022	$1,314,954	$514,749	$21,771,634	$800,205
2021	$1,885,256	$478,535	$48,515,476	$1,406,721
2020	$1,479,374	$484,554	$41,711,211	$994,820
2019	$1,988,149	$465,166	$41,897,698	$1,522,983
2018	$2,443,786	$493,191	$39,530,673	$1,950,595

Froedtert West Bend Hospital Foundation Inc