Auxiliary to Truman Medical Center (EIN 436099279) - 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

1957

Legal Domicile

Principal Officer

CAROL JEAN DEFEO

Phone

8164043306

Tax Period

2018-07-01 to 2019-06-30

Auxiliary to Truman Medical Center, founded in 1957, is a small nonprofit that reported $238K in total revenue in fiscal year 2018. Revenue fell 46% from the prior year — a significant decline worth monitoring.

Mission

THE MISSION OF THE AUXILIARY IS TO SECURE FINANCIAL AND VOLUNTEER AID FOR PATIENTS AND STAFF, AND TO SUPPORT THE CENTER'S MISSION IN THE COMMUNITY.

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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 (2018)

Revenue Breakdown

Contributions & Grants $2,825

Program Service Revenue $0

Investment Income $614

Other Revenue $234,222

TOTAL REVENUE $237,661

Expense Breakdown

Grants Paid $13,555

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $232,721

Other Expenses $229,364

TOTAL EXPENSES $242,919

Year-over-Year Comparison

	2018	2017	Change
Revenue	$237,661	$439,424	-0.5%
Expenses	$242,919	$539,665	-0.5%
Net Income	$-5,258	$-100,241	-0.9%

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
CAROL JEAN DEFEO	PRESIDENT/DIRECTOR	1.0	Officer Director	$0	$0	$0
MARGE MORAN	SECRETARY/TREASURER/DIRECTOR	1.0	Officer Director	$0	$0	$0
JAVANA THOMPSON	GIFT SHOP TREASURER/DIRECTOR	1.0	Officer Director	$0	$0	$0
LOUANN GONZALES	VICE-PRESIDENT/DIRECTOR	1.0	Officer Director	$0	$0	$0
JERRE WIGGANS	PAST PRESIDENT/DIRECTOR	1.0	Officer Director	$0	$0	$0
ARREANNA WILLIAMS	RECORDING SECRETARY/DIRECTOR	1.0	Officer Director	$0	$0	$0
ARLETA HOWARD	BARGAIN SHOP/DIRECTOR	1.0	Officer Director	$0	$0	$0
PAT HISLE	WAYS AND MEANS/DIRECTOR	1.0	Officer Director	$0	$0	$0
CONNIE SMITH	TREASURER/DIRECTOR	1.0	Officer Director	$0	$0	$0
LISA MARTIN	DIR VOLUNTEER SVC	10.0	Officer	$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
2019	$237,661	$242,919	$451,966	$-5,258
2018	$439,424	$539,665	$462,440	$-100,241

Auxiliary to Truman Medical Center