UPPER KANAWHA HEALTH ASSOCIATION INC (EIN 510146615) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

MARY-BETH BRUBECK

Phone

3045253334

Tax Period

2024-06-01 to 2025-05-31

UPPER KANAWHA HEALTH ASSOCIATION INC, founded in 1975, is a community nonprofit in the Health Care sector that reported $1.1M in total revenue in fiscal year 2024.

Mission

NON-PROFIT ORGANIZATION WHOSE PRIMARY PURPOSE IS TO PROVIDE MEDICAL SERVICES TO AN UNDERSERVED POPULATION IN RURAL WEST VIRGINIA.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,106,993

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,106,993

Expense Breakdown

Grants Paid $0

Salaries & Benefits $963,187

Fundraising Expenses $0

Program Expenses $976,641

Other Expenses $149,298

TOTAL EXPENSES $1,112,485

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,106,993	$1,157,623	0.0%
Expenses	$1,112,485	$1,199,758	-0.1%
Net Income	$-5,492	$-42,135	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$4,172,899

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAULETTE MABRY	CHAIR	0.50	Officer Director	$0	$0	$0
GREG AGEE	VICE CHAIR	0.50	Officer Director	$0	$0	$0
BEN HOWARD	TREASURER	0.50	Officer Director	$0	$0	$0
JARED COLKER	SECRETARY	0.50	Officer Director	$0	$0	$0
BILL BRYANT	DIRECTOR	0.50	Director	$0	$0	$0
SHERRY PERRY	DIRECTOR	0.50	Director	$0	$0	$0
SUZI BRODOF	DIRECTOR	0.50	Director	$0	$0	$0
SHERRONE HORNBUCKLE-MYERS	DIRECTOR	0.50	Director	$0	$0	$0
DEBBIE ZUBERBUEHLER	DIRECTOR	0.50	Director	$0	$0	$0
KALYN OBIOZOR DOREY	DIRECTOR	0.50	Director	$0	$0	$0
MISTY VANHOOSE-GOLDEN	DIRECTOR	0.50	Director	$0	$0	$0
JILL HUTCHINSON	CHAIR (UNTIL 12/31/24)	0.50	Officer Director	$0	$0	$0
CHRISTINA WALTERS	DIRECTOR (UNTIL 02/27/25)	0.50	Director	$0	$0	$0
STEVEN SHATTLS	CEO (UNTIL 09/2024)	1.00	Officer	$0	$12,002	$2,937,499
MATHEW WEIMER	CEO (START 09/2024)	1.00	Officer	$0	$16,016	$642,457
MARY-BETH BRUBECK	EXECUTIVE VICE PRESIDENT/CFO	1.00	Officer	$0	$16,016	$592,943
LISA SUMMERS	NURSE PRACTITIONER	40.00	Highest	$196,345	$15,424	$211,769
BLAKE YOUNIS	DENTIST	40.00	Highest	$125,511	$0	$125,511
LINDSEY KITCHEN	PSYCHOLOGIST	40.00	Highest	$105,123	$7,662	$112,785

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	$1,106,993	$1,112,485	$1,335,453	$-5,492
2024	$1,157,623	$1,199,758	$1,437,850	$-42,135
2023	$958,208	$1,024,062	$869,391	$-65,854
2022	$1,054,598	$1,098,946	$844,137	$-44,348
2021	$1,173,232	$875,585	$869,624	$297,647
2020	$911,522	$763,155	$582,002	$148,367
2019	$840,634	$831,529	$330,659	$9,105
2018	$707,709	$879,762	$278,008	$-172,053

UPPER KANAWHA HEALTH ASSOCIATION INC