GREATER LEE'S SUMMIT HEALTHCARE FOUNDATION (EIN 431341459) - 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

2003

Legal Domicile

Principal Officer

GABE CLEMENTS

Phone

8168420944

Tax Period

2024-01-01 to 2024-12-31

GREATER LEE'S SUMMIT HEALTHCARE FOUNDATION, founded in 2003, is a small nonprofit that reported $175K in total revenue in fiscal year 2024. Revenue surged 55% from the prior year, signaling strong growth momentum. Net assets of $3.2M represent 220 months of operating reserves.

Mission

SUPPORT THE GLOBAL HEALTH IN THE COMMUNITY IN GREATER LEE'S SUMMIT.

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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 $0

Program Service Revenue $0

Investment Income $174,733

Other Revenue $0

TOTAL REVENUE $174,733

Expense Breakdown

Grants Paid $152,016

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $152,483

Other Expenses $18,693

TOTAL EXPENSES $170,709

Year-over-Year Comparison

	2024	2023	Change
Revenue	$174,733	$112,571	+0.6%
Expenses	$170,709	$166,210	+0.0%
Net Income	$4,024	$-53,639	-1.1%

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
JOHN BEAUDOIN	DIRECTOR	2.00	Director	$0	$0	$0
JON ELLIS	DIRECTOR	2.00	Director	$0	$0	$0
JEANNE WILLERTH	DIRECTOR	2.00	Director	$0	$0	$0
JANE GRIFFIN	DIRECTOR	2.00	Director	$0	$0	$0
TERRY TRAFTON	DIRECTOR	2.00	Director	$0	$0	$0
MARK HOFFMAN	DIRECTOR	2.00	Director	$0	$0	$0
BETH ROSEMERGY	DIRECTOR	2.00	Director	$0	$0	$0
CARLA GIBSON	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK KUENY	DIRECTOR	2.00	Director	$0	$0	$0
DAVID BUCK	SECRETARY	2.00	Officer Director	$0	$0	$0
LAUREL HOGUE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LIA MCINTOSH	DIRECTOR	2.00	Director	$0	$0	$0
BRUCE WILLIAMS	CHAIR	2.00	Officer Director	$0	$0	$0
GABE CLEMENTS	TREASURER	2.00	Officer Director	$0	$0	$0
GAIL BENNE	DIRECTOR	2.00	Director	$0	$0	$0
ERIC JONES	DIRECTOR	2.00	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	$174,733	$170,709	$3,198,383	$4,024
2023	$112,571	$166,210	$3,015,269	$-53,639
2022	$-195,673	$182,296	$2,757,616	$-377,969
2021	$339,944	$184,557	$3,135,585	$155,387
2020	$365,596	$153,349	$2,980,198	$212,247
2019	$456,646	$179,245	$2,770,451	$277,401
2018	$-109,920	$171,090	$2,490,550	$-281,010

GREATER LEE'S SUMMIT HEALTHCARE FOUNDATION