OWATONNA HOSPITAL AUXILIARY (EIN 416029502) - 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

1957

Legal Domicile

Principal Officer

BERNICE JENSEN

Phone

5074513850

Tax Period

2024-01-01 to 2024-12-31

OWATONNA HOSPITAL AUXILIARY, founded in 1957, is a micro nonprofit that reported $71K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $82K exceeded revenue, resulting in a 15% operating deficit.

Mission

TO GIVE ASSISTANCE TO THE HOSPITAL AND ITS PATIENTS. TO SERVE AS A COMMUNICATION LINK BETWEEN THE HOSPITAL AND COMMUNITY. TO INCREASE AWARENESS OF THE HOSPITAL SERVICES AND PROGRAMS. TO ACCEPT MEMORIALS AND GIFTS, TO MAKE GIFTS AND TO AWARD HEALTH RELATED EDUCATIONAL SCHOLARSHIPS.

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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 $1,895

Program Service Revenue $0

Investment Income $4,434

Other Revenue $64,790

TOTAL REVENUE $71,119

Expense Breakdown

Grants Paid $29,201

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $68,340

Other Expenses $52,717

TOTAL EXPENSES $81,918

Year-over-Year Comparison

	2024	2023	Change
Revenue	$71,119	$61,132	+0.2%
Expenses	$81,918	$65,495	+0.3%
Net Income	$-10,799	$-4,363	+1.5%

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

245

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
DEB BUCK	PRESIDENT	10.00	Officer	$0	$0	$0
BERNICE JENSEN	TREASURER	10.00	Officer	$0	$0	$0
KAY OBERLE	SECRETARY	6.00	Officer	$0	$0	$0
JANANN LANGER	ASSISTANT TREASURER	6.00	Officer	$0	$0	$0
MELANIE KNUTSON	VICE PRESIDENT	6.00	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	$71,119	$81,918	$208,876	$-10,799
2023	$61,132	$65,495	$218,117	$-4,363
2022	$46,619	$60,494	$222,874	$-13,875
2021	$73,657	$58,263	$237,459	$15,394
2020	$18,502	$63,246	$221,740	$-44,744
2019	$87,901	$71,527	$267,690	$16,374
2018	$54,428	$69,596	$250,831	$-15,168

OWATONNA HOSPITAL AUXILIARY