THE STEVENS COUNTY MEDICAL FOUNDATION (EIN 480998959) - 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

MAX WILLIAMS

Phone

6205442096

Tax Period

2023-01-01 to 2023-12-31

THE STEVENS COUNTY MEDICAL FOUNDATION, founded in 1984, is a micro nonprofit that reported $29K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $19K, a strong 67% operating margin.

Mission

SUPPORT OF STEVENS COUNTY HOSPITAL AND PIONEER MANOR NURSING HOME.

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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 $25,015

Other Revenue $3,888

TOTAL REVENUE $28,903

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,806

Other Expenses $9,406

TOTAL EXPENSES $9,406

Year-over-Year Comparison

	2023	2022	Change
Revenue	$28,903	$24,322	+0.2%
Expenses	$9,406	$6,814	+0.4%
Net Income	$19,497	$17,508	+0.1%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANA CRUMP	SECRETARY	1.00	Officer Director	$0	$0	$0
MAX WILLIAMS	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHARON CONCANNON	TREASURER	1.00	Officer Director	$0	$0	$0
SHANNA FLORES	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY GONZALES	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TOMMY ROMERO	BOARD MEMBER	1.00	Director	$0	$0	$0
THERLENE KINDSVATER	BOARD MEMBER	1.00	Director	$0	$0	$0
LILLIAN SEAMAN	BOARD MEMBER	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	No data	No data	No data	No data
2023	$28,903	$9,406	$848,388	$19,497
2022	$24,322	$6,814	$759,354	$17,508
2021	$41,958	$4,517	$854,821	$37,441
2020	$21,676	$8,543	$774,430	$13,133
2019	$30,184	$17,178	$714,192	$13,006
2018	$34,357	$13,892	$647,097	$20,465

THE STEVENS COUNTY MEDICAL FOUNDATION