COXHEALTH FOUNDATION (EIN 436810485) - 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

1998

Legal Domicile

Phone

4172697150

Tax Period

2023-10-01 to 2024-09-30

COXHEALTH FOUNDATION, founded in 1998, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $8.4M in total revenue in fiscal year 2023. The organization ran a surplus of $1.4M, a strong 17% operating margin.

Mission

THE MISSION OF THE COXHEALTH FOUNDATION IS TO FACILITATE THROUGH PHILANTHROPY THE QUALITY HEALTH CARE, EDUCATION AND RESEARCH PROVIDED BY COXHEALTH.

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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 $7,597,800

Program Service Revenue $0

Investment Income $824,911

Other Revenue $-18,332

TOTAL REVENUE $8,404,379

Expense Breakdown

Grants Paid $6,463,355

Salaries & Benefits $0

Fundraising Expenses $491,888

Program Expenses $6,463,355

Other Expenses $504,962

TOTAL EXPENSES $6,968,317

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,404,379	$8,183,625	+0.0%
Expenses	$6,968,317	$4,891,776	+0.4%
Net Income	$1,436,062	$3,291,849	-0.6%

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

100

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

$3,848,885

Total Directors

$3,028,993

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN FOSTER	VICE CHAIR	2.0	Officer Director	$0	$0	$0
KEN TEAGUE	CHAIR	2.0	Officer Director	$0	$0	$0
ANDY BARTHOLOMY	BOARD MEMBER	2.0	Director	$0	$0	$0
CHARLES E WOODALL III MD	BOARD MEMBER	2.0	Director	$0	$55,704	$2,002,925
CINDY WAITES	BOARD MEMBER	2.0	Director	$0	$0	$0
DAVID TUDOR	BOARD MEMBER	2.0	Director	$0	$0	$0
DONNA BECKETT	BOARD MEMBER	2.0	Director	$0	$0	$0
JEANETTE HUTCHESON	BOARD MEMBER	2.0	Director	$0	$0	$0
JOSE M DOMINGUEZ	BOARD MEMBER	2.0	Director	$0	$53,721	$743,333
MARY BETH HARTMAN	BOARD MEMBER	2.0	Director	$0	$0	$0
RICK BEAMAN	BOARD MEMBER	2.0	Director	$0	$0	$0
RUSSELL DETTEN	BOARD MEMBER	2.0	Director	$0	$21,644	$282,735
SAM CLIFTON	BOARD MEMBER	2.0	Director	$0	$0	$0
TYLER WATSKEY	BOARD MEMBER	2.0	Director	$0	$0	$0
BILLIE WERBECK	SECRETARY	40.0	Officer	$0	$9,872	$49,870
JACOB M MCWAY	EVP, COXHEALTH CFO	1.0	Officer	$0	$221,113	$1,533,041
LISA ALEXANDER	PRESIDENT	40.0	Officer	$0	$25,214	$343,043
MAX D BUETOW	PRESIDENT & CEO	1.0	Officer	$0	$305,452	$1,922,931
STEVE EDWARDS	FORMER PRESIDENT & CEO	0.0		$0	$34,105	$752,528

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	$8,404,379	$6,968,317	$34,222,304	$1,436,062
2023	$8,183,625	$4,891,776	$34,076,571	$3,291,849
2022	$11,539,557	$8,776,707	$30,986,632	$2,762,850
2021	$11,374,415	$7,270,891	$33,244,463	$4,103,524
2020	$11,255,823	$6,226,265	$31,120,712	$5,029,558
2019	$10,937,862	$4,091,194	$32,459,774	$6,846,668
2018	$5,907,067	$3,561,960	$28,199,602	$2,345,107

COXHEALTH FOUNDATION