WEST HOLT MEMORIAL HOSPITAL

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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

1972

Legal Domicile

Principal Officer

JEREMY BAUER

Phone

4029252811

Tax Period

2024-07-01 to 2025-06-30

WEST HOLT MEMORIAL HOSPITAL, founded in 1972, is a mid-sized nonprofit that reported $18.5M in total revenue in fiscal year 2024. Expenses of $17.8M left a modest 4% surplus.

Mission

TO PROVIDE COMPREHENSIVE HEALTHCARE WITH RESPECT AND COMPASSION.

Program Service Accomplishments

Program 1

Expenses: $15,739,842 Revenue: $18,201,363

WEST HOLT MEMORIAL HOSPITAL (WHMH) IS A 15 LICENSED-BED CRITICAL ACCESS HOSPITAL: SERVICES PROVIDED BY WHMH INCLUDE EMERGENCY SERVICES, LABORATORY, PHYSICAL AND OCCUPATIONAL THERAPY, RESPIRATORY...

WEST HOLT MEMORIAL HOSPITAL (WHMH) IS A 15 LICENSED-BED CRITICAL ACCESS HOSPITAL: SERVICES PROVIDED BY WHMH INCLUDE EMERGENCY SERVICES, LABORATORY, PHYSICAL AND OCCUPATIONAL THERAPY, RESPIRATORY THERAPY, SPEECH THERAPY, DIAGNOSTIC IMAGING TEST, CARDIOLOGY TESTS, EKG, NUCLEAR MEDICINE TESTS, IV THERAPY, SLEEP STUDIES, OP SURGERY, AND A VARIETY OF SPECIALTY CLINICS. DURING 2025, WHMH HAD 665 EMERGENCY ROOM VISITS AND PERFORMED 162 OUTPATIENT SURGERIES. THE LABORATORY PERFORMED 26,829 TESTS, DIAGNOSTIC IMAGING PERFORMED 3,810 TESTS AND PHYSICAL/OCCUPATIONAL/SPEECH THERAPY SERVICES PROVIDED 12,682 TREATMENTS.THE HOSPITAL PROVIDES CHARITY CARE TO PATIENTS WHO ARE FINANCIALLY UNABLE TO PAY FOR THE HEALTHCARE SERVICES THEY RECEIVE. IT IS THE POLICY OF THE HOSPITAL NOT TO PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE. ACCORDINGLY, THE HOSPITAL DOES NOT REPORT THESE AMOUNTS IN PATIENT SERVICE REVENUE. THE HOSPITAL DETERMINES THE COSTS ASSOCIATED WITH PROVIDING CHARITY CARE BY AGGREGATING THE DIRECT AND INDIRECT COSTS, INCLUDING SALARIES, BENEFITS, SUPPLIES, AND OTHER OPERATING EXPENSES, BASED ON AN OVERALL COST TO CHARGE RATIO. THE COSTS OF CARING FOR THESE PATIENTS FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, WAS APPROXIMATELY $52,000 AND $99,000, RESPECTIVELY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $28,396

Program Service Revenue $18,201,363

Investment Income $298,664

Other Revenue $5,263

TOTAL REVENUE $18,533,686

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,282,656

Fundraising Expenses $30,504

Program Expenses $15,739,842

Other Expenses $10,507,638

TOTAL EXPENSES $17,790,294

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,533,686	$17,860,549	+0.0%
Expenses	$17,790,294	$17,458,647	+0.0%
Net Income	$743,392	$401,902	+0.8%

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

122

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

$362,519

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRENT SCHAAF	PRESIDENT	2.00	Officer Director	$0	$0	$0
BRYAN RENTSCHLER	FIRST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TOM DVORAK	SECOND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRETT LIESWALD	TREASURER	1.00	Officer Director	$0	$0	$0
MARSHA THURLOW	SECRETARY	1.00	Officer Director	$0	$0	$0
MATTHEW FRITZ	MEMBER	1.00	Director	$0	$0	$0
MICHAEL PEEK	MEMBER	1.00	Director	$0	$0	$0
SUSAN MYERS	MEMBER	1.00	Director	$0	$0	$0
LORI OLSON	MEMBER	1.00	Director	$0	$0	$0
JEREMY BAUER	CEO	40.00	Officer	$187,511	$45,178	$232,689
TAYLOR MCCORMICK	CFO	40.00	Officer	$124,850	$4,980	$129,830
SAMANTHA SHOLES	PHYSICIAN	32.00	Highest	$233,045	$46,885	$279,930
LORETTA DANIELS	PHYSICIAN ASSISTANT	48.00	Highest	$187,784	$7,934	$195,718
AMY KINKENNON	PHARMACIST	40.00	Highest	$160,314	$6,459	$166,773
VANESSA GOTTIER	PHARMACIST	40.00	Highest	$137,934	$21,709	$159,643
APRIL DEXTER	NURSE PRACTITIONER	32.00	Highest	$140,897	$5,609	$146,506

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	$18,533,686	$17,790,294	$18,860,597	$743,392
2024	$17,860,549	$17,458,647	$18,218,165	$401,902
2023	$16,872,373	$17,224,659	$18,920,606	$-352,286
2022	$16,672,768	$16,663,728	$19,610,827	$9,040
2021	$17,909,746	$14,898,386	$20,338,745	$3,011,360
2020	$13,284,415	$12,498,357	$19,756,835	$786,058
2019	$12,224,750	$12,111,787	$10,682,608	$112,963
2018	$12,579,510	$12,315,859	$10,724,934	$263,651