MADISON REGIONAL HEALTH FOUNDATION (EIN 463925885) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

JEFF BLOOM

Phone

6052566551

Tax Period

2024-07-01 to 2025-06-30

MADISON REGIONAL HEALTH FOUNDATION, founded in 2013, is a small nonprofit in the Health Care sector that reported $167K in total revenue in fiscal year 2018. Revenue fell 35% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $100K, a strong 60% operating margin.

Mission

TO RAISE FUNDS TO SUPPORT HEALTHCARE SERVICES IN THE GREATER MADISON COMMUNITY.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $267,522

Program Service Revenue $0

Investment Income $65,705

Other Revenue $-15,735

TOTAL REVENUE $317,492

Expense Breakdown

Grants Paid $124,875

Salaries & Benefits $0

Fundraising Expenses $107,680

Program Expenses $124,875

Other Expenses $129,747

TOTAL EXPENSES $254,622

Year-over-Year Comparison

	2024	2023	Change
Revenue	$317,492	$240,418	+0.3%
Expenses	$254,622	$158,299	+0.6%
Net Income	$62,870	$82,119	-0.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
JEFF BLOOM	PRESIDENT	1.00	Officer Director	$0	$0	$0
RANDY CARPER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ASHLEY CRABTREE	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
MARLIN BROZIK	DIRECTOR	1.00	Director	$0	$0	$0
DARREL SIMON	DIRECTOR	1.00	Director	$0	$0	$0
TAMARA MILLER	DIRECTOR	1.00	Director	$0	$0	$0
JOSH ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
ANN HYLAND	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL SCHARDIN	DIRECTOR	1.00	Director	$0	$0	$0
KURT PFEIFLE	DIRECTOR	1.00	Director	$0	$0	$0
JON WALDMAN	DIRECTOR	1.00	Director	$0	$0	$0
TERESA MALLETT	DIRECTOR	1.00	Director	$0	$0	$0
ED FIEGEN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHAN KLEKAS	FOUNDATION DIRECTOR	40.00	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
2025	$317,492	$254,622	$1,480,833	$62,870
2024	$240,418	$158,299	$1,341,178	$82,119
2023	$223,111	$182,640	$1,160,048	$40,471
2022	$169,734	$115,176	$1,067,693	$54,558
2021	$215,271	$121,995	$1,191,062	$93,276
2020	$168,189	$141,406	$908,482	$26,783
2019	$167,211	$67,374	$843,343	$99,837

MADISON REGIONAL HEALTH FOUNDATION