HAMILTON MEMORIAL FOUNDATION (EIN 473192014) - 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

2015

Legal Domicile

Principal Officer

JUSTIN EPPERSON

Phone

6186435863

Tax Period

2024-07-01 to 2025-06-30

HAMILTON MEMORIAL FOUNDATION, founded in 2015, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $198K in total revenue in fiscal year 2024. Revenue surged 142% from the prior year, signaling strong growth momentum. The organization ran a surplus of $63K, a strong 32% operating margin.

Mission

RAISE MONEY FOR THE BENEFIT OF THE HAMILTON MEMORIAL HOSPITAL DISTRICT

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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 $194,067

Program Service Revenue $0

Investment Income $13,189

Other Revenue $-9,450

TOTAL REVENUE $197,806

Expense Breakdown

Grants Paid $131,361

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $134,438

Other Expenses $3,077

TOTAL EXPENSES $134,438

Year-over-Year Comparison

	2024	2023	Change
Revenue	$197,806	$81,856	+1.4%
Expenses	$134,438	$73,741	+0.8%
Net Income	$63,368	$8,115	+6.8%

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

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

$275,797

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOBBIN LASATER	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
GINGER LAUNIUS	VICE-CHAIRPERSON	2.00	Officer Director	$0	$0	$0
BEATRICE ANN JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
HUNT BONAN	DIRECTOR	2.00	Director	$0	$0	$0
MARIE PYLE	DIRECTOR	2.00	Director	$0	$0	$0
LEESA WHITE	DIRECTOR	2.00	Director	$0	$0	$0
WAYNE MORRIS	DIRECTOR	2.00	Director	$0	$0	$0
VICTORIA WOODROW	CEO	2.00	Officer	$0	$3,802	$95,697
JUSTIN EPPERSON	CFO	2.00	Officer	$0	$5,408	$126,554
LINDSAY HANSEN	FOUNDATION DIRECTOR	40.00	Officer	$0	$3,757	$53,546

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	$197,806	$134,438	$449,149	$63,368
2024	$81,856	$73,741	$385,781	$8,115
2023	$74,935	$63,193	$377,666	$11,742
2022	$56,869	$10,100	$365,924	$46,769
2021	$62,844	$11,775	$319,155	$51,069
2020	$87,457	$233,747	$268,086	$-146,290
2019	$58,133	$13,266	$414,376	$44,867
2018	$82,931	$48,700	$369,509	$34,231

HAMILTON MEMORIAL FOUNDATION