CHI HEALTH FOUNDATION (EIN 470648586) - 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

1982

Legal Domicile

Principal Officer

KATHY BERTOLINI

Phone

4023434550

Tax Period

2024-07-01 to 2025-06-30

CHI HEALTH FOUNDATION, founded in 1982, is a community nonprofit in the Health Care sector that reported $5.5M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $4.9M left a modest 11% surplus.

Mission

THE MISSION OF THE CORPORATION IS TO NURTURE THE HEALING MINISTRY OF THE CHURCH, SUPPORTED BY EDUCATION AND RESEARCH.

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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 $3,556,467

Program Service Revenue $0

Investment Income $2,013,624

Other Revenue $-91,762

TOTAL REVENUE $5,478,329

Expense Breakdown

Grants Paid $3,676,772

Salaries & Benefits $1,061,925

Fundraising Expenses $657,771

Program Expenses $3,676,772

Other Expenses $121,682

TOTAL EXPENSES $4,860,379

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,478,329	$6,388,393	-0.1%
Expenses	$4,860,379	$5,025,347	0.0%
Net Income	$617,950	$1,363,046	-0.5%

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

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

$678,168

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICK O'TOOL	MARKET CFO	5.00	Officer	$0	$52,737	$346,543
KATHY BERTOLINI	VP PHILANTHROPY	40.00	Officer	$283,492	$48,133	$331,625
CODY FUCHTMAN	DIRECTOR PHILANTHROPY	40.00	Highest	$122,491	$39,947	$162,438
LACI NABER	DIRECTOR PHILANTHROPY	40.00	Highest	$110,884	$11,094	$121,978
THOMAS BELFORD	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY BLOSSOM	DIRECTOR	1.00	Director	$0	$0	$0
BARRY CLEAVELAND	DIRECTOR	1.00	Director	$0	$0	$0
HAL DAUB	CHAIR	1.00	Officer Director	$0	$0	$0
TONY ESSAY	DIRECTOR	1.00	Director	$0	$0	$0
JULIE KENNEY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MAYER	DIRECTOR	1.00	Director	$0	$0	$0
STACIE REED	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN REILLY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
TOM VAN ROBAYS	DIRECTOR	1.00	Director	$0	$0	$0
PAUL WEST	DIRECTOR	1.00	Director	$0	$0	$0
JOHN FONDA	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS VAIRO	DIRECTOR	1.00	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
2025	$5,478,329	$4,860,379	$50,635,970	$617,950
2024	No data	No data	No data	No data
2023	$3,861,708	$4,196,290	$45,648,626	$-334,582
2022	$3,587,467	$2,553,206	$29,885,350	$1,034,261
2021	$3,865,945	$3,169,413	$31,121,760	$696,532
2020	$2,450,362	$2,673,294	$24,861,052	$-222,932
2019	$2,584,603	$2,274,100	$23,965,506	$310,503
2018	$3,547,931	$3,002,228	$22,623,814	$545,703

CHI HEALTH FOUNDATION