SHELBY COUNTY HEALTH FOUNDATION (EIN 421229754) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

MIKE FREDERICK

Phone

7127555161

Tax Period

2024-01-01 to 2024-12-31

SHELBY COUNTY HEALTH FOUNDATION, founded in 1987, is a small nonprofit in the Health Care sector that reported $129K in total revenue in fiscal year 2024. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $216K exceeded revenue, resulting in a 67% operating deficit.

Mission

PROMOTION OF HEALTH CARE IN SHELBY COUNTY IOWA

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $21,697

Program Service Revenue $0

Investment Income $107,533

Other Revenue $0

TOTAL REVENUE $129,230

Expense Breakdown

Grants Paid $185,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $215,548

Other Expenses $30,548

TOTAL EXPENSES $215,548

Year-over-Year Comparison

	2024	2023	Change
Revenue	$129,230	$379,566	-0.7%
Expenses	$215,548	$212,651	+0.0%
Net Income	$-86,318	$166,915	-1.5%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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
KEVIN CAMPBELL	PRESIDENT	N/A	Officer Director	$0	$0	$0
ROGER DAVIDSON	DIRECTOR	N/A	Director	$0	$0	$0
MIKE FREDERICK	SEC/TREAS	N/A	Officer Director	$0	$0	$0
MIKE FREDERICK	SEC/TREAS	N/A	Director	$0	$0	$0
STEFANIE KRAMER	TREASURER	N/A	Officer Director	$0	$0	$0
TOM MOHR	DIRECTOR	N/A	Director	$0	$0	$0
JAN NOGAARD	DIRECTOR	N/A	Officer Director	$0	$0	$0
LISA RIGGS	V. PRES	N/A	Officer Director	$0	$0	$0
MOLLY SCHEVE	DIRECTOR	N/A	Director	$0	$0	$0
TERRY TORNETEN	DIRECTOR	N/A	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2024	$129,230	$215,548	$3,736,706	$-86,318
2023	$379,566	$212,651	$3,649,521	$166,915
2022	$215,436	$221,289	$3,482,606	$-5,853
2021	$279,724	$216,061	$3,805,469	$63,663
2020	$219,722	$256,317	$3,966,632	$-36,595
2019	$183,972	$225,325	$3,789,752	$-41,353
2018	$179,564	$221,345	$3,600,772	$-41,781

SHELBY COUNTY HEALTH FOUNDATION