STORY COUNTY MEDICAL CENTER ENDOWMENT FOUNDATION INC (EIN 421078827) - 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

1977

Legal Domicile

Principal Officer

NATHAN THOMPSON

Phone

5153822111

Tax Period

2023-07-01 to 2024-06-30

STORY COUNTY MEDICAL CENTER ENDOWMENT FOUNDATION INC, founded in 1977, is a micro nonprofit that reported $39K in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $26K, a strong 67% operating margin.

Mission

PRESERVING ACCESS TO QUALITY HEALTHCARE IN STORY COUNTY.

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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 $22,733

Program Service Revenue $0

Investment Income $16,271

Other Revenue $0

TOTAL REVENUE $39,004

Expense Breakdown

Grants Paid $7,554

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,357

Other Expenses $5,403

TOTAL EXPENSES $12,957

Year-over-Year Comparison

	2023	2022	Change
Revenue	$39,004	$28,215	+0.4%
Expenses	$12,957	$6,784	+0.9%
Net Income	$26,047	$21,431	+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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK CAHILL	PRESIDENT	0.10	Officer Director	$0	$0	$0
ROBBIE ANDERSON	VICE PRESIDENT/SECRETARY/TREASURER	0.10	Officer Director	$0	$0	$0
MICHELLE CASSABAUM	DIRECTOR	0.10	Director	$0	$0	$0
DAN JOHNSON	DIRECTOR	0.10	Director	$0	$0	$0
JIM FREVERT	DIRECTOR	0.10	Director	$0	$0	$0
TRICIA CRAIN	DIRECTOR	0.10	Director	$0	$0	$0
NATE THOMPSON	SCMC CEO	0.10	Officer	$0	$0	$0
JANE RAMTHUN	SCMC VP OF FINANCE	0.10	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
2025	No data	No data	No data	No data
2024	$39,004	$12,957	$704,880	$26,047
2023	$28,215	$6,784	$646,981	$21,431
2022	$91,471	$9,648	$644,806	$81,823
2021	$17,987	$138,091	$573,794	$-120,104
2020	$22,929	$38,209	$671,765	$-15,280
2019	$233,954	$287,128	$720,082	$-53,174
2018	$234,175	$301,317	$804,616	$-67,142

STORY COUNTY MEDICAL CENTER ENDOWMENT FOUNDATION INC