STORMONT-VAIL FOUNDATION C/O CORPORATE FINANCE (EIN 480980926) - 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

1984

Legal Domicile

Principal Officer

AMY BURNS

Phone

7853545623

Tax Period

2023-10-01 to 2024-09-30

STORMONT-VAIL FOUNDATION C/O CORPORATE FINANCE, founded in 1984, is a community nonprofit in the Health Care sector that reported $6.3M in total revenue in fiscal year 2023. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.6M, a strong 42% operating margin.

Mission

SEE CONTINUATION ON SCHEDULE O: TO PROVIDE VOLUNTARY GIFT SUPPORT FOR STORMONT-VAIL HEALTHCARE, INC. PATIENT CARE SERVICES AND COMMUNITY HEALTH EDUCATION PROGRAMS, IN SUPPORT OF HEALTHCARE'S MISSION OF "WORKING TOGETHER TO IMPROVE THE HEALTH OF OUR COMMUNITY."

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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 $4,954,481

Program Service Revenue $0

Investment Income $1,160,165

Other Revenue $174,236

TOTAL REVENUE $6,288,882

Expense Breakdown

Grants Paid $2,630,918

Salaries & Benefits $0

Fundraising Expenses $333,605

Program Expenses $2,985,581

Other Expenses $1,023,222

TOTAL EXPENSES $3,654,140

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,288,882	$3,739,847	+0.7%
Expenses	$3,654,140	$1,792,152	+1.0%
Net Income	$2,634,742	$1,947,695	+0.4%

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

$511,585

Total Directors

$1,779,069

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEN STONE	SVF TREAS./DIR	4.00	Officer Director	$0	$29,850	$225,365
THERESA BRAMLAGE	TRUSTEE	1.00	Director	$0	$0	$0
VIVIEN OLSEN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID O'NEAL	TRUSTEE	1.00	Director	$0	$0	$0
MATT CROCKER	TRUSTEE	1.00	Director	$0	$0	$0
PAULA LANDOLL-SMITH	TRUSTEE	1.00	Director	$0	$0	$0
JANET DULOHERY	TRUSTEE	1.00	Director	$0	$0	$0
MARK SCHREIBER	TRUSTEE	1.00	Director	$0	$0	$0
BILLY SKROBACZ	TRUSTEE	1.00	Director	$0	$0	$0
LIZ STEFFEN	TRUSTEE	1.00	Director	$0	$0	$0
LINDSAY FREEMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
AMY BURNS	PRESIDENT	49.00	Officer Director	$0	$31,255	$286,220
RANDY AUSTIN	TRUSTEE	1.00	Director	$0	$0	$0
HEATHER BIRKBECK	TRUSTEE	1.00	Director	$0	$0	$0
JOE GIGOUS	TRUSTEE	1.00	Director	$0	$0	$0
CLINT PATTY	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
DAINA WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT KENAGY MD	PRESIDENT & CEO STORMONT	1.00	Director	$0	$60,966	$1,267,484
JOHN TUCKWIN	TRUSTEE	1.00	Director	$0	$0	$0
ROCKY TAYLOR	TRUSTEE	1.00	Director	$0	$0	$0
KENT GLASSCOCK	TRUSTEE	1.00	Director	$0	$0	$0
NOEL ETZEL	VICE-CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MARCUS BASSETT MD	TRUSTEE	1.00	Director	$0	$0	$0
TRAVIS STRYKER	TRUSTEE	1.00	Director	$0	$0	$0
NEAL SPENCER	TRUSTEE	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
2024	$6,288,882	$3,654,140	$43,730,758	$2,634,742
2023	$3,739,847	$1,792,152	$35,680,135	$1,947,695
2022	$4,009,334	$2,704,505	$31,909,658	$1,304,829
2021	$3,479,978	$1,983,167	$36,708,997	$1,496,811
2020	$3,986,819	$2,118,848	$30,225,124	$1,867,971
2019	$3,859,287	$1,944,325	$26,717,909	$1,914,962
2018	$3,229,331	$2,131,057	$25,193,999	$1,098,274

STORMONT-VAIL FOUNDATION C/O CORPORATE FINANCE