COXHEALTH FOUNDATION

EIN: 436810485 501(c)(3) Philanthropy & Grantmaking

SPRINGFIELD, MO

Total Revenue
$8,404,379
Total Expenses
$6,968,317
Total Assets
$34,222,304
Net Assets
$32,731,872
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
MO
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. SEE SCHEDULE O FOR ADDITIONAL INFORMATION.

Program Service Accomplishments

Program 1
Expenses: $4,455,766 Revenue: $0

THE COXHEALTH FOUNDATION'S LARGEST PROGRAM IS OUR GRANT FUNDED PROGRAM CATEGORY. THE COXHEALTH FOUNDATION ANNUALLY APPLIES FOR LOCAL, STATE AND FEDERAL GRANT FUNDS TO SUPPORT QUALITY, SAFETY AND...

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THE COXHEALTH FOUNDATION'S LARGEST PROGRAM IS OUR GRANT FUNDED PROGRAM CATEGORY. THE COXHEALTH FOUNDATION ANNUALLY APPLIES FOR LOCAL, STATE AND FEDERAL GRANT FUNDS TO SUPPORT QUALITY, SAFETY AND TECHNOLOGY IMPROVEMENTS, ENHANCED PATIENT CARE AND SERVICES, POPULATION HEALTH INITIATIVES AMONGST OTHER NEEDS. ALL GRANT APPLICATIONS SEEK TO HELP FULFILL THE MISSION OF THE FOUNDATION.

Program 2
Expenses: $757,219 Revenue: $0

THE SECOND LARGEST PROGRAM WAS OUR FACILITY PROGRAM. THE COXHEALTH FOUNDATION RAISES FUNDS TO EXPAND AND IMPROVE PATIENT FACILITIES TO ALLOW THE ORGANIZATION TO BETTER SERVE OUR COMMUNITY WITH...

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THE SECOND LARGEST PROGRAM WAS OUR FACILITY PROGRAM. THE COXHEALTH FOUNDATION RAISES FUNDS TO EXPAND AND IMPROVE PATIENT FACILITIES TO ALLOW THE ORGANIZATION TO BETTER SERVE OUR COMMUNITY WITH IMPROVED ACCESS, THROUGH MODERN, TECHNOLOGICALLY ADVANCED LOCATIONS.

Program 3
Expenses: $651,204 Revenue: $0

THE THIRD LARGEST PROGRAM WAS OUR PATIENT SERVICES. THIS REPRESENTS DIRECT FINANCIAL SUPPORT FOR PATIENT CARE INCLUDING MONTHLY GRANTS FOR INPATIENT CARE, DAILY DISTRIBUTIONS FOR MEDICATIONS, TRAVEL...

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THE THIRD LARGEST PROGRAM WAS OUR PATIENT SERVICES. THIS REPRESENTS DIRECT FINANCIAL SUPPORT FOR PATIENT CARE INCLUDING MONTHLY GRANTS FOR INPATIENT CARE, DAILY DISTRIBUTIONS FOR MEDICATIONS, TRAVEL ASSISTANCE, SPECIAL NEEDS, SUPPORT FOR ITEMS LIKE MASTECTOMY SUPPLIES, NUTRITIONAL SUPPLEMENTS, MEAL VOUCHERS WHILE RECEIVING CARE, BREAST PUMPS, PREVENTION SCREENINGS, FREE COLONOSCOPIES, LIFELINE SERVICES FOR THE ELDERLY, SUPPORT FOR HOSPICE PATIENTS, REHAB CARE FOR TRAUMA AND CARDIAC PATIENTS, SUPPORT FOR STROKE CARE AND MORE.

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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%)

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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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Governance

Voting Members
14
Independent Members
11
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
6
$3,848,885
Total Directors
14
$3,028,993
Key Employees
0
$0
Highest Compensated
0
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
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