JONES REGIONAL MEDICAL CENTER FOUNDATION (EIN 421429225) - 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

1994

Legal Domicile

Principal Officer

JAY WILLEMS

Phone

3194626131

Tax Period

2023-01-01 to 2023-12-31

JONES REGIONAL MEDICAL CENTER FOUNDATION, founded in 1994, is a small nonprofit in the Human Services sector that reported $475K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $410K left a modest 14% surplus.

Mission

SUPPORT JONES REGIONAL MEDICAL CENTER IN PROVIDING HEALTH SERVICES & PROMOTING HEALTHY LIFESTYLES.

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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 $391,528

Program Service Revenue $0

Investment Income $77,810

Other Revenue $5,444

TOTAL REVENUE $474,782

Expense Breakdown

Grants Paid $274,565

Salaries & Benefits $64,584

Fundraising Expenses $112,071

Program Expenses $274,565

Other Expenses $71,177

TOTAL EXPENSES $410,326

Year-over-Year Comparison

	2023	2022	Change
Revenue	$474,782	$420,497	+0.1%
Expenses	$410,326	$136,411	+2.0%
Net Income	$64,456	$284,086	-0.8%

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
CHARLIE BECKER	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
KIM BOYD	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC BRIESEMEISTER	BOARD MEMBER	1.00	Director	$0	$0	$0
VICTOR HAMRE	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
ANGIE MCDONOUGH	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID REMLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
AUDREY SAVAGE	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGELA SCHWENDINGER MD	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL WARNER DDS	BOARD MEMBER	1.00	Director	$0	$0	$0
JAY WILLEMS	BOARD CHAIR	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$474,782	$410,326	$3,265,680	$64,456
2022	$420,497	$136,411	$2,947,676	$284,086
2021	$695,681	$511,831	$3,038,909	$183,850
2020	$361,709	$66,928	$2,745,426	$294,781
2019	$231,882	$91,819	$2,323,459	$140,063
2018	$290,366	$214,017	$1,967,300	$76,349

JONES REGIONAL MEDICAL CENTER FOUNDATION