FREMONT HEALTH FOUNDATION (EIN 470585359) - 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

1976

Legal Domicile

Principal Officer

MERRITT NELSON

Phone

4027273859

Tax Period

2023-01-01 to 2023-12-31

FREMONT HEALTH FOUNDATION, founded in 1976, is a small nonprofit in the Health Care sector that reported $687K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $316K, a strong 46% operating margin.

Mission

ACCEPT AND MANAGE DONATIONS FOR PROGRAMS BENEFITING METHODIST FREMONT HEALTH

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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 $240,672

Program Service Revenue $0

Investment Income $381,514

Other Revenue $64,831

TOTAL REVENUE $687,017

Expense Breakdown

Grants Paid $227,561

Salaries & Benefits $0

Fundraising Expenses $79,803

Program Expenses $227,561

Other Expenses $143,007

TOTAL EXPENSES $370,568

Year-over-Year Comparison

	2023	2022	Change
Revenue	$687,017	$769,525	-0.1%
Expenses	$370,568	$1,529,875	-0.8%
Net Income	$316,449	$-760,350	-1.4%

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
JENNIFER BENSON	SECRETARY	2.00	Officer Director	$0	$0	$0
MAGGIE DIERS-YOST	DIRECTOR	2.00	Director	$0	$0	$0
ROSEMARY ESCH	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER GREUNKE	DIRECTOR	2.00	Director	$0	$0	$0
TERESE HOYLE	DIRECTOR	2.00	Director	$0	$0	$0
CHUCK JOHANNSEN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
CHRIS LEAVER	DIRECTOR	2.00	Director	$0	$0	$0
SHELIA MONKE	DIRECTOR	2.00	Director	$0	$0	$0
MERRITT NELSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
DR KYLEE STANLEY	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS VENTEICHER	TREASURER	2.00	Officer Director	$0	$0	$0
JENNIFER WEISS-ASSMANN	DIRECTOR	2.00	Director	$0	$0	$0
DR THOMAS WOLF	DIRECTOR	2.00	Director	$0	$0	$0
TAMMY CHROMY	EXECUTIVE AS	20.00	Officer	$0	$0	$0
SHAWN SHANAHAN	EXECUTIVE DI	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
2024	No data	No data	No data	No data
2023	$687,017	$370,568	$9,023,117	$316,449
2022	$769,525	$1,529,875	$7,994,015	$-760,350
2021	$1,096,618	$396,565	$10,645,532	$700,053
2020	$1,076,153	$461,974	$9,359,136	$614,179
2019	$681,129	$999,891	$7,923,506	$-318,762
2018	$1,933,629	$385,296	$7,324,791	$1,548,333

FREMONT HEALTH FOUNDATION