JONES MEMORIAL HOSPITAL FOUNDATION (EIN 473763374) - 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

2016

Legal Domicile

Principal Officer

BOYD CHAPPELL

Phone

5855931100

Tax Period

2023-07-01 to 2024-06-30

JONES MEMORIAL HOSPITAL FOUNDATION, founded in 2016, is a small nonprofit in the Health Care sector that reported $194K in total revenue in fiscal year 2023. Revenue fell 81% from the prior year — a significant decline worth monitoring. Expenses of $817K exceeded revenue, resulting in a 320% operating deficit.

Mission

TO BENEFIT JONES MEMORIAL HOSPITAL AND AFFLIATES

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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 $184,282

Program Service Revenue $0

Investment Income $30

Other Revenue $10,118

TOTAL REVENUE $194,430

Expense Breakdown

Grants Paid $816,323

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $816,323

Other Expenses $721

TOTAL EXPENSES $817,044

Year-over-Year Comparison

	2023	2022	Change
Revenue	$194,430	$1,004,567	-0.8%
Expenses	$817,044	$988,712	-0.2%
Net Income	$-622,614	$15,855	-40.3%

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

$746,945

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY BALCOM	PRESIDENT	5.00	Officer Director	$0	$0	$0
JAQUELINE COMSTOCK	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
RICH SHEAR	TREASURER	5.00	Officer Director	$0	$0	$0
LUANNE COMSTOCK	SECRETARY	5.00	Officer Director	$0	$0	$0
KELLIE ANDERSON	BOARD MEMBER	2.00	Director	$0	$82,799	$479,672
JAMES HELMS	BOARD MEMBER	2.00	Director	$0	$13,619	$267,273
KAY EICHER	BOARD MEMBER	2.00	Director	$0	$0	$0
GERALYN GOUGH	BOARD MEMBER	2.00	Director	$0	$0	$0
SAMANTHA GILKEY	BOARD MEMBER	2.00	Director	$0	$0	$0
JENNIFER JOYCE	BOARD MEMBER	2.00	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	No data	No data	No data	No data
2024	$194,430	$817,044	$3,531,687	$-622,614
2023	$1,004,567	$988,712	$2,295,148	$15,855
2022	$230,082	$229,324	$2,132,820	$758
2021	$59,377	$41,884	$867,775	$17,493
2020	$92,273	$68,300	$681,624	$23,973
2018	$43,914	$10,686	$478,715	$33,228

JONES MEMORIAL HOSPITAL FOUNDATION