LAKEVIEW METHODIST HEALTH CARE FOUNDATION INC (EIN 411456428) - 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

1983

Legal Domicile

Principal Officer

DEBORAH M BARNES

Phone

5072356606

Tax Period

2024-10-01 to 2025-09-30

LAKEVIEW METHODIST HEALTH CARE FOUNDATION INC, founded in 1983, is a micro nonprofit that reported $2K in total revenue in fiscal year 2024. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $1.1M exceeded revenue, resulting in a 66141% operating deficit.

Mission

MANAGE & ADMINISTER THE ENDOWMENTS OF LAKEVIEW UNITED METHODIST HEALTH CARE SERVICES.

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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 $115

Program Service Revenue $0

Investment Income $0

Other Revenue $1,500

TOTAL REVENUE $1,615

Expense Breakdown

Grants Paid $900,119

Salaries & Benefits $77,740

Fundraising Expenses $0

Program Expenses $957,117

Other Expenses $91,936

TOTAL EXPENSES $1,069,795

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,615	$3,335	-0.5%
Expenses	$1,069,795	$130,959	+7.2%
Net Income	$-1,068,180	$-127,624	+7.4%

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

$195,147

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES HAUGEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRAD MUSSER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MELISSA TUMBLESON	TREASURER/SECRETARY	1.00	Officer Director	$0	$0	$0
JEFF ADAMS	DIRECTOR	1.00	Director	$0	$0	$0
DR JOHN LUND	DIRECTOR	1.00	Director	$0	$0	$0
DR TIM BACHENBERG	DIRECTOR	1.00	Director	$0	$0	$0
JASON SUBBERT	DIRECTOR	1.00	Director	$0	$0	$0
RENEE POPPE	DIRECTOR	1.00	Director	$0	$0	$0
JIM WILSON	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH BARNES	EXECUTIVE DIRECTOR	1.00	Officer	$0	$7,322	$108,855
TANIA WALLACE	FINANCIAL DIRECTOR	1.00	Officer	$0	$25,476	$86,292

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	$1,615	$1,069,795	$1,585,304	$-1,068,180
2024	$3,335	$130,959	$1,750,398	$-127,624
2023	$19,036	$235,979	$1,525,496	$-216,943
2022	$189,937	$120,393	$1,422,714	$69,544
2021	$289,327	$119,115	$1,349,188	$170,212
2020	$1,182,459	$1,677,136	$1,080,072	$-494,677
2019	$447,536	$996,157	$1,496,812	$-548,621
2018	$1,336,671	$360,171	$2,063,191	$976,500

LAKEVIEW METHODIST HEALTH CARE FOUNDATION INC