Upper Chesapeake Health Foundation Inc (EIN 521398507) - 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

Phone

4436431000

Tax Period

2024-07-01 to 2025-06-30

Upper Chesapeake Health Foundation Inc, founded in 1984, is a mid-sized nonprofit in the Health Care sector that reported $10.1M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $4.6M, a strong 45% operating margin.

Mission

SUPPORTING ORGANIZATION OF UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM AND ITS AFFILIATES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,762,729

Program Service Revenue $0

Investment Income $3,367,119

Other Revenue $-75,133

TOTAL REVENUE $10,054,715

Expense Breakdown

Grants Paid $3,891,030

Salaries & Benefits $533,415

Fundraising Expenses $661,304

Program Expenses $4,580,476

Other Expenses $1,072,059

TOTAL EXPENSES $5,496,504

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,054,715	$11,522,712	-0.1%
Expenses	$5,496,504	$6,537,733	-0.2%
Net Income	$4,558,211	$4,984,979	-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

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

$1,339,320

Total Directors

$851,824

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALBERT JA YOUNG ESQ	CHAIRMAN	1.0	Officer Director	$0	$0	$0
BRYAN E KELLY	VICE-PRESIDENT	1.0	Officer Director	$0	$0	$0
CINDY H HUSHON	ASSISTANT SECRETARY	1.0	Officer Director	$0	$0	$0
CRAIG WARD	CHAIRMAN (ENDED 10/2024)	1.0	Officer Director	$0	$0	$0
ELIZABETH WISE	PRESIDENT/CEO, UMUCHS	1.0	Officer Director	$0	$131,887	$851,824
R BRYAN KILBY	TREASURER	1.0	Officer Director	$0	$0	$0
THOMAS L FIDLER JR	SECRETARY	1.0	Officer Director	$0	$0	$0
ADELE A WILZACK RN MS	DIRECTOR	1.0	Director	$0	$0	$0
CHARLES E ALEXANDER	DIRECTOR	1.0	Director	$0	$0	$0
CLARENCE C BOYLE JR	DIRECTOR	1.0	Director	$0	$0	$0
DENNIS KURGANSKY MD	DIRECTOR	1.0	Director	$0	$0	$0
DONNA STIFLER	DIRECTOR	1.0	Director	$0	$0	$0
JAMES C RICHARDSON MD	DIRECTOR	1.0	Director	$0	$0	$0
JAMES LAMBDIN	DIRECTOR	1.0	Director	$0	$0	$0
JAMES M HARKINS	DIRECTOR	1.0	Director	$0	$0	$0
JOSEPH SNEE JR ESQ	DIRECTOR	1.0	Director	$0	$0	$0
KEITH RAWLINGS	DIRECTOR	1.0	Director	$0	$0	$0
LISA THOMAS MD	DIRECTOR	1.0	Director	$0	$0	$0
MARSHALL KLEIN	DIRECTOR	1.0	Director	$0	$0	$0
MELINDA L CRAIG	DIRECTOR	1.0	Director	$0	$0	$0
MICHAEL F ALLEN	DIRECTOR	1.0	Director	$0	$0	$0
MICHAEL MACPHERSON	DIRECTOR	1.0	Director	$0	$0	$0
MONICA WORRELL	DIRECTOR	1.0	Director	$0	$0	$0
PATRICIA JABLON	DIRECTOR	1.0	Director	$0	$0	$0
RICHARD P STREETT JR VMD	DIRECTOR	1.0	Director	$0	$0	$0
RYAN D JOHN	DIRECTOR	1.0	Director	$0	$0	$0
SANDRA D GUZEWICH	DIRECTOR	1.0	Director	$0	$0	$0
SANJEEV KUMAR MD	DIRECTOR	1.0	Director	$0	$0	$0
SHARON M LIPFORD	DIRECTOR	1.0	Director	$0	$0	$0
SHERYL D KOHL	DIRECTOR	1.0	Director	$0	$0	$0
THERESA B FELDER	DIRECTOR	1.0	Director	$0	$0	$0
THOMAS WALLS	DIRECTOR	1.0	Director	$0	$0	$0
TOBIAS MUSSER	DIRECTOR	1.0	Director	$0	$0	$0
V DIXON KING MD	DIRECTOR	1.0	Director	$0	$0	$0
MARCO PRIOLO	SVP, FINANCE	1.0	Officer	$0	$89,335	$487,496

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	$10,054,715	$5,496,504	$59,104,943	$4,558,211
2024	$11,522,712	$6,537,733	$52,607,964	$4,984,979
2023	$7,236,264	$6,207,756	$44,786,811	$1,028,508
2022	$7,781,401	$5,199,371	$38,422,981	$2,582,030
2021	$3,872,894	$4,479,470	$47,305,445	$-606,576
2020	$4,024,846	$4,658,888	$35,783,251	$-634,042
2019	$5,433,180	$3,968,975	$37,570,871	$1,464,205
2018	$5,488,895	$2,739,408	$32,420,868	$2,749,487

Upper Chesapeake Health Foundation Inc