WC HEIAM MEDICAL FOUNDATION (EIN 411729393) - 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

1992

Legal Domicile

Principal Officer

SALLY LUDLOW

Phone

2186665352

Tax Period

2024-01-01 to 2024-12-31

WC HEIAM MEDICAL FOUNDATION, founded in 1992, is a small nonprofit in the Mental Health sector that reported $334K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $197K, a strong 59% operating margin.

Mission

FUNDRAISING TO ASSIST WITH THE CONTINUED OPERATION OF COOK HOSPITAL, SCENIC RIVERS CLINIC AND LOCAL AMBULANCE 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 $46,830

Program Service Revenue $0

Investment Income $232,130

Other Revenue $55,489

TOTAL REVENUE $334,449

Expense Breakdown

Grants Paid $104,433

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $137,883

Other Expenses $33,450

TOTAL EXPENSES $137,883

Year-over-Year Comparison

	2024	2023	Change
Revenue	$334,449	$439,833	-0.2%
Expenses	$137,883	$51,849	+1.7%
Net Income	$196,566	$387,984	-0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SALLY LUDLOW	PRESIDENT	2.00	Officer	$0	$0	$0
BRUCE CARSON	VICE PRESIDENT	2.00	Officer	$0	$0	$0
ERIC BURCKHARDT	TREASURER	2.00	Officer	$0	$0	$0
VICKI LUPICA	SECRETARY	2.00	Officer	$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
2024	$334,449	$137,883	$3,273,419	$196,566
2023	$439,833	$51,849	$3,076,853	$387,984
2022	$-233,961	$58,259	$2,688,869	$-292,220
2021	$420,847	$147,490	$2,981,089	$273,357
2020	$155,882	$62,313	$2,833,199	$93,569
2019	$196,375	$56,260	$2,739,630	$140,115
2018	$218,307	$48,806	$2,346,731	$169,501

WC HEIAM MEDICAL FOUNDATION