WEST HOLT MEDICAL SERVICES FOUNDATION (EIN 470634031) - 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

1981

Legal Domicile

Principal Officer

JANA PANNING

Phone

4029251956

Tax Period

2020-01-01 to 2020-12-31

WEST HOLT MEDICAL SERVICES FOUNDATION, founded in 1981, is a micro nonprofit that reported $42K in total revenue in fiscal year 2020. Revenue fell 75% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $18K, a strong 44% operating margin.

Mission

SUPPORT TO THE WEST HOLT MEMORIAL HOSPITAL

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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 (2020)

Revenue Breakdown

Contributions & Grants $25,203

Program Service Revenue $0

Investment Income $16,586

Other Revenue $21

TOTAL REVENUE $41,810

Expense Breakdown

Grants Paid $15,704

Salaries & Benefits $0

Fundraising Expenses $2,652

Program Expenses $15,704

Other Expenses $7,828

TOTAL EXPENSES $23,532

Year-over-Year Comparison

	2020	2019	Change
Revenue	$41,810	$164,998	-0.7%
Expenses	$23,532	$208,692	-0.9%
Net Income	$18,278	$-43,694	-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

N/A

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	Role	Reportable Comp	Other Comp	Total
JANA PANNING	PRESIDENT	Director	$0	$0	$0
STEPHANI MCGREW	VICE PRESIDENT	Director	$0	$0	$0
KAREN NOLLETTE	SECRETARY/TREASURER	Director	$0	$0	$0
BRADLEY ROWAN	MEMBER	Director	$0	$0	$0
CHEYE YOUNG	MEMBER	Director	$0	$0	$0
CINDI BARNES	MEMBER	Director	$0	$0	$0
TERESA MAHOOD	MEMBER	Director	$0	$0	$0
JARROD HAMIK	HOSPITAL BOARD REPRESENTAT	Director	$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
2020	$41,810	$23,532	$188,276	$18,278
2019	$164,998	$208,692	$169,998	$-43,694
2018	$226,937	$181,567	$213,692	$45,370

WEST HOLT MEDICAL SERVICES FOUNDATION