LIBERTY HOSPITAL FOUNDATION

EIN: 431356176 501(c)(3)

LIBERTY, MO

Total Revenue
$2,371,334
Total Expenses
$2,704,111
Total Assets
$6,373,605
Net Assets
$6,043,669
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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
MO
Principal Officer
MICHAEL C RUSSELL
Phone
8167927014
Tax Period
2023-07-01 to 2024-06-30

LIBERTY HOSPITAL FOUNDATION, founded in 1984, is a community nonprofit that reported $2.4M in total revenue in fiscal year 2023. Revenue surged 84% from the prior year, signaling strong growth momentum. Expenses of $2.7M exceeded revenue, resulting in a 14% operating deficit.

Mission

THE LIBERTY HOSPITAL FOUNDATION SUPPORTS PATIENTS, INDIVIDUALS, FAMILIES, AND EMPLOYEES IN THE LIBERTY HOSPITAL COMMUNITY BY CREATING, FUNDING, AND PROMOTING PROGRAMS THAT IMPROVE HEALTH, EDUCATION, WELLNESS, AND CARE.

Program Service Accomplishments

Program 1
Expenses: $2,188,567 Revenue: $293

TREEHOUSE AT UKHS-LIBERTY - SINCE 2005, OVER 49,000 PATIENTS AND FAMILIES STAYED AT THE TREEHOUSE. THE TREEHOUSE IS A HOSPITALITY HOUSE THAT IS LOCATED ON UKHS-LIBERTY'S MAIN CAMPUS. THANKS TO THE...

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TREEHOUSE AT UKHS-LIBERTY - SINCE 2005, OVER 49,000 PATIENTS AND FAMILIES STAYED AT THE TREEHOUSE. THE TREEHOUSE IS A HOSPITALITY HOUSE THAT IS LOCATED ON UKHS-LIBERTY'S MAIN CAMPUS. THANKS TO THE ONGOING GENEROSITY OF INDIVIDUAL DONORS, THIS ONE-OF-A-KIND HOSPITALITY HOUSE CONTINUES TO PROVIDE COMFORTABLE, PEACEFUL LODGING CLOSE TO UKHS-LIBERTY, REGARDLESS OF A GUEST'S ABILITY TO PAY.

Program 2
Expenses: $55,646

THE PATIENT ASSISTANCE PROGRAM ENCOMPASSES THE FOUNDATION'S PRIMARY HEALTH CARE INITIATIVES. THE MEDICATION ASSISTANCE PROGRAM (MAP), ESTABLISHED IN 2014, PROVIDES PATIENTS WITH RESOURCES TO HELP...

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THE PATIENT ASSISTANCE PROGRAM ENCOMPASSES THE FOUNDATION'S PRIMARY HEALTH CARE INITIATIVES. THE MEDICATION ASSISTANCE PROGRAM (MAP), ESTABLISHED IN 2014, PROVIDES PATIENTS WITH RESOURCES TO HELP FIND AFFORDABLE, LIFE-SUSTAINING MEDICATIONS AND ESTABLISHES PRIMARY CARE PHYSICIANS TO SUPPORT THEIR LONG-TERM HEALTH. THE PROGRAM HAS EXPANDED TO PROVIDE ADDITIONAL TRANSPORTATION AND HOME HEALTH RESOURCES FOR PATIENTS ACROSS THE LIBERTY HOSPITAL AFFILIATED CLINICS AND PHYSICIAN PRACTICES. IN 2024, 998 RIDES WERE PROVIDED TO PATIENTS TO ENSURE THEIR CONTINUED CARE AND TREATMENT AT UKHS-LIBERTY. THE PROGRAM ALSO HOUSES THE STUDENT ASSISTANCE PROGRAM WHICH ALLOWS LIBERTY PUBLIC SCHOOLS TO PROVIDE VOUCHERS TO UNDERINSURED OR UNINSURED STUDENTS IN NEED OF ACUTE CARE AND PHYSICALS.

Program 3
Expenses: $82,191

THE HUGHES FAMILY ASSISTANCE FUND WAS ESTABLISHED IN 2012 TO PROVIDE RELIEF TO UKHS-LIBERTY EMPLOYEES FACING TIMES OF UNEXPECTED CRISIS. TO DATE THE FUND HAS PROVIDED OVER 230 FAMILIES WITH OVER...

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THE HUGHES FAMILY ASSISTANCE FUND WAS ESTABLISHED IN 2012 TO PROVIDE RELIEF TO UKHS-LIBERTY EMPLOYEES FACING TIMES OF UNEXPECTED CRISIS. TO DATE THE FUND HAS PROVIDED OVER 230 FAMILIES WITH OVER $225,000 IN ASSISTANCE. THROUGH THE EMPLOYEE GIVING CAMPAIGN, THIS FUND WILL CONTINUE TO BE SUSTAINED THROUGH THE ONGOING DONATIONS FROM FELLOW HOSPITAL EMPLOYEES.

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,285,177
Program Service Revenue $0
Investment Income $1,188,363
Other Revenue $-102,206
TOTAL REVENUE $2,371,334

Expense Breakdown

Grants Paid $1,973,059
Salaries & Benefits $510,156
Fundraising Expenses $147,064
Program Expenses $2,326,404
Other Expenses $206,146
TOTAL EXPENSES $2,704,111

Year-over-Year Comparison

2023 2022 Change
Revenue $2,371,334 $1,285,417 +0.8%
Expenses $2,704,111 $1,383,693 +1.0%
Net Income $-332,777 $-98,276 +2.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
13
Independent Members
13
Employees
4
Volunteers
650

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
6
$153,725
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RACHEL CALDWELL-MULLINS BOARD MEMBER 0.50
Director
$0 $0 $0
STEPHANIE GREEN PRESIDENT ELECT 5.00
Officer Director
$0 $0 $0
JODI SUNDARAM BOARD MEMBER 0.50
Director
$0 $0 $0
CHAD FLEMING BOARD MEMBER 0.50
Director
$0 $0 $0
ETHAN HOLLOWAY BOARD MEMBER 0.50
Director
$0 $0 $0
CJ BURKS BOARD MEMBER 0.50
Director
$0 $0 $0
TROY DIETRICH BOARD MEMBER 0.50
Director
$0 $0 $0
VICKI HAAS BOARD MEMBER 0.50
Director
$0 $0 $0
SHAWN BARBER TRUSTEE 0.50
Director
$0 $0 $0
MICHAEL PATTON TREASURER 5.00
Officer Director
$0 $0 $0
JOE EDMONDSON PRESIDENT 5.00
Officer Director
$0 $0 $0
DANIEL FORBES PAST PRESIDENT 5.00
Officer Director
$0 $0 $0
KATELYN PEREGRINE SECRETARY 5.00
Officer Director
$0 $0 $0
MICHAEL C RUSSELL EXECUTIVE DIRECTOR 40.00
Officer
$153,725 $0 $153,725
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 $2,371,334 $2,704,111 $6,373,605 $-332,777
2023 $1,285,417 $1,383,693 $7,468,401 $-98,276
2022 $1,188,768 $841,883 $6,701,890 $346,885
2021 $801,143 $715,148 $7,494,875 $85,995
2020 $666,265 $904,588 $6,228,730 $-238,323
2019 $709,958 $732,169 $6,372,302 $-22,211
2018 $736,981 $699,461 $6,242,810 $37,520
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