TRUMAN MEDICAL CENTER CHARITABLE F… - Form 990 Financial Data

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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

1979

Legal Domicile

Phone

8164043430

Tax Period

2024-07-01 to 2025-06-30

TRUMAN MEDICAL CENTER CHARITABLE FOUNDATION, founded in 1979, is a community nonprofit in the Health Care sector that reported $6.7M in total revenue in fiscal year 2024. The organization ran a surplus of $1.8M, a strong 26% operating margin.

Mission

THE UNIVERSITY HEALTH FOUNDATION WAS ORGANIZED TO ACCEPT, HOLD AND ADMINISTER CONTRIBUTIONS FOR OR ON BEHALF OF UNIVERSITY HEALTH AND TO DISTRIBUTE SUCH AMOUNTS FOR CHARITABLE PURPOSES.

Program Service Accomplishments

Program 1

Expenses: $3,521,870 Revenue: $60,886

THE FOUNDATION DISTRIBUTES CONTRIBUTIONS RECEIVED FROM FOUNDATIONS, CORPORATIONS AND INDIVIDUAL DONORS TO UNIVERSITY HEALTH TO IMPROVE PATIENT CARE, PROVIDE CAPITAL EQUIPMENT, RENOVATIONS AND PROGRAM...

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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 $6,014,097

Program Service Revenue $60,886

Investment Income $732,809

Other Revenue $-126,409

TOTAL REVENUE $6,681,383

Expense Breakdown

Grants Paid $2,728,604

Salaries & Benefits $946,148

Fundraising Expenses $459,878

Program Expenses $3,521,870

Other Expenses $1,081,304

TOTAL EXPENSES $4,924,985

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,681,383	$6,334,890	+0.1%
Expenses	$4,924,985	$5,095,911	0.0%
Net Income	$1,756,398	$1,238,979	+0.4%

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

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

$117,068

Total Directors

$246,063

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRETT FURGUSON DDS	DIRECTOR/TREASURER	1.0	Officer Director	$0	$0	$0
JAY HOWARD	DIRECTOR/VICE CHAIR	1.0	Officer Director	$0	$0	$0
KATHRYN BURGESS	DIRECTOR/SECRETARY	1.0	Officer Director	$0	$0	$0
S MARIE MCCARTHER ED D	DIRECTOR/VICE CHAIR	1.0	Officer Director	$0	$0	$0
Chris Vaeth	DIRECTOR	1.0	Director	$0	$0	$0
DIRCK CLARK	DIRECTOR	1.0	Director	$0	$0	$0
ELISE KIRCHHOFER	DIRECTOR	1.0	Director	$0	$0	$0
EMILY PARISH	EXECUTIVE DIRECTOR	40.0	Director	$196,880	$49,183	$246,063
EVA KARP	DIRECTOR	1.0	Director	$0	$0	$0
KIA WALSH	DIRECTOR	1.0	Director	$0	$0	$0
LISA OSGOOD	DIRECTOR	1.0	Director	$0	$0	$0
Macy Vulgamore	Director	1.0	Director	$0	$0	$0
Matthew Gratton	DIRECTOR	1.0	Director	$0	$0	$0
Mike Briscoe	Director	1.0	Director	$0	$0	$0
MOLLY NAIL	DIRECTOR	1.0	Director	$0	$0	$0
NATASHA ACOSTA MD	DIRECTOR	1.0	Director	$0	$0	$0
Niki Donawa	Director	1.0	Director	$0	$0	$0
PATTY LEWIS	DIRECTOR	1.0	Director	$0	$0	$0
Sharon Freese	Director	1.0	Director	$0	$0	$0
Tracey Lewis	DIRECTOR	1.0	Director	$0	$0	$0
TRACY JOHNSON MD	DIRECTOR	1.0	Director	$0	$0	$0
SHARLA PETERS	CFO	40.0	Officer	$104,694	$12,374	$117,068

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	$6,681,383	$4,924,985	$16,947,220	$1,756,398
2024	$6,334,890	$5,095,911	$14,532,860	$1,238,979
2023	$2,341,380	$5,359,681	$13,282,940	$-3,018,301
2022	$3,798,231	$13,434,855	$14,721,030	$-9,636,624
2021	$9,393,864	$8,563,166	$28,332,798	$830,698
2020	$4,726,162	$3,381,684	$24,814,973	$1,344,478
2019	$13,009,193	$3,534,609	$23,470,553	$9,474,584
2018	$5,467,949	$3,768,870	$14,132,978	$1,699,079

TRUMAN MEDICAL CENTER CHARITABLE FOUNDATION