AMBERWELL HEALTH FOUNDATION

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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

1983

Legal Domicile

Principal Officer

RICHARD BERGER

Phone

9133676653

Tax Period

2023-01-01 to 2023-12-31

AMBERWELL HEALTH FOUNDATION, founded in 1983, is a small nonprofit in the Health Care sector that reported $450K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $102K, a strong 23% operating margin.

Mission

SUPPORT FOR AMBERWELL ATCHISON ASSOCIATION IN ITS MISSION AND TO SUPPORT THE HEALTH OF THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $275,000

INVEST THE FOUNDATION CORPUS, PROVIDE CAPITAL EXPENDITURE FUNDS ANNUALLY, AND UPON REQUEST AND APPROVAL, PROVIDE FUNDS FOR NEW PROJECTS.

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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 $0

Program Service Revenue $0

Investment Income $443,085

Other Revenue $7,286

TOTAL REVENUE $450,371

Expense Breakdown

Grants Paid $275,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $275,000

Other Expenses $73,497

TOTAL EXPENSES $348,497

Year-over-Year Comparison

	2023	2022	Change
Revenue	$450,371	$546,346	-0.2%
Expenses	$348,497	$828,653	-0.6%
Net Income	$101,874	$-282,307	-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

$730,991

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD N BERGER	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
BILL THORNTON	SECRETARY	1.00	Officer Director	$0	$0	$0
KEVIN MCDERMED	TREASURER	1.00	Officer Director	$0	$0	$0
MARK WINDSOR	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY PERRY	CEO	1.00	Officer	$0	$16,004	$450,526
CHASE DUDZINSKI	CFO	1.00	Officer	$0	$29,813	$280,465

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	$450,371	$348,497	$16,447,408	$101,874
2022	$546,346	$828,653	$14,260,475	$-282,307
2021	$144,416	$21,159	$17,491,382	$123,257
2021	$980,968	$354,747	$16,536,800	$626,221
2020	$1,827,741	$56,111	$14,386,957	$1,771,630
2019	$632,050	$559,473	$11,253,340	$72,577
2018	$1,207,801	$811,962	$11,271,602	$395,839