Virginia Health Care Foundation (EIN 541639924) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Phone

8048285804

Tax Period

2024-07-01 to 2025-06-30

Virginia Health Care Foundation, founded in 1992, is a community nonprofit in the Health Care sector that reported $9.7M in total revenue in fiscal year 2018. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $8.2M left a modest 15% surplus.

Mission

The Virginia Health Care Foundations mission is to increase access to primary health care, including behavioral health and dental services, for uninsured and medically underserved Virginians.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,152,761

Program Service Revenue $2,583,434

Investment Income $1,069,746

Other Revenue $0

TOTAL REVENUE $9,805,941

Expense Breakdown

Grants Paid $4,511,244

Salaries & Benefits $2,131,021

Fundraising Expenses $181,744

Program Expenses $8,027,919

Other Expenses $2,299,363

TOTAL EXPENSES $8,941,628

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,805,941	$10,489,285	-0.1%
Expenses	$8,941,628	$10,089,054	-0.1%
Net Income	$864,313	$400,231	+1.2%

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

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

$165,079

Total Directors

Key Employees

$254,583

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Deborah D Oswalt	Past Executive Director	040.00	Key Emp Highest	$228,905	$25,678	$254,583
Rachel Rees	2024 Deputy Director/2025 CEO and Secretary	040.00	Officer Highest	$158,730	$6,349	$165,079
Cornelia Sullivan-Dews	Director of Finance	040.00	Highest	$140,973	$5,639	$146,612
Andrea Lancaster	Chief Program Impact Officer	040.00	Highest	$106,851	$4,274	$111,125
Kimberly Separ	Fund Development Manager	040.00	Highest	$103,495	$4,140	$107,635
Katherine Vatalaro Hill	Director of Programs	040.00	Highest	$103,247	$4,130	$107,377
Lisa Johnson MD	Director	000.75	Director	$0	$0	$0
Regina Milteer	Vice-Chairman	001.00	Officer Director	$0	$0	$0
Margaret G Vanderhye	Director	000.75	Director	$0	$0	$0
Jeff Ricketts	Chairman	002.00	Director	$0	$0	$0
Marvin Figueroa	Director	000.75	Director	$0	$0	$0
Nicholas C Conte	Treasurer	001.00	Officer Director	$0	$0	$0
John O'Bannon III MD	Director	000.75	Director	$0	$0	$0
William L Murray	Director	000.75	Director	$0	$0	$0
Anna Healy James	Director	000.75	Director	$0	$0	$0
Tonya Parris-Wilkins DDS	Director	000.75	Director	$0	$0	$0
Sheldon Retchin MD MSPH	Director	000.75	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
2025	$9,805,941	$8,941,628	$28,217,820	$864,313
2024	$10,489,285	$10,089,054	$26,667,470	$400,231
2023	$10,658,990	$8,534,341	$24,355,643	$2,124,649
2022	$8,173,969	$6,487,457	$21,021,477	$1,686,512
2021	$7,434,866	$7,357,147	$22,298,511	$77,719
2020	$7,711,309	$8,135,116	$20,554,308	$-423,807
2019	$9,660,637	$8,228,248	$21,359,244	$1,432,389

Virginia Health Care Foundation