LOUDOUN HEALTHCARE FOUNDATION (EIN 542011240) - 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

2000

Legal Domicile

Principal Officer

SAGE BOLTE

Phone

7032892433

Tax Period

2019-01-01 to 2019-12-31

LOUDOUN HEALTHCARE FOUNDATION, founded in 2000, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2018. Revenue fell 35% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.9M, a strong 69% operating margin.

Mission

FUNDRAISING IN SUPPORT OF INOVA LOUDOUN HOSPITAL

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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 (2019)

Revenue Breakdown

Contributions & Grants $3,448,210

Program Service Revenue $0

Investment Income $1,089,982

Other Revenue $0

TOTAL REVENUE $4,538,192

Expense Breakdown

Grants Paid $608,754

Salaries & Benefits $165,600

Fundraising Expenses $343,062

Program Expenses $608,754

Other Expenses $177,462

TOTAL EXPENSES $951,816

Year-over-Year Comparison

	2019	2018	Change
Revenue	$4,538,192	$2,710,501	+0.7%
Expenses	$951,816	$851,125	+0.1%
Net Income	$3,586,376	$1,859,376	+0.9%

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

$6,331,114

Total Directors

$1,785,579

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARD PUCCIO MD	TRUSTEE	3.00	Director	$0	$0	$0
DAVID BOSSERMAN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
SHANNON LEHR MD	TRUSTEE	3.00	Director	$0	$0	$0
STEVEN FREDERICKSON	TRUSTEE	3.00	Director	$0	$0	$0
CRICKET BEDFORD	TRUSTEE	3.00	Director	$0	$0	$0
DAVID KERSEY	SECRETARY	3.00	Officer Director	$0	$0	$0
KRISTINA BOUWEIRI	TRUSTEE	3.00	Director	$0	$0	$0
SHARON VIRTS	TRUSTEE	3.00	Director	$0	$0	$0
RICHARD MAGENHEIMER	ASST TREASURER, ENDING 6-4-19	1.00	Officer	$0	$60,949	$2,517,437
ERIC MAJOR	TRUSTEE	3.00	Director	$0	$0	$0
ALEXIA ORR	TRUSTEE	3.00	Director	$0	$0	$0
SUSAN MILLS	TRUSTEE	1.00	Director	$0	$0	$0
FADI NUKTA MD	TRUSTEE	3.00	Director	$0	$0	$0
LISA PERVERILL	TRUSTEE	3.00	Director	$0	$0	$0
BOBBI SCHAUFELD	TRUSTEE	3.00	Director	$0	$0	$0
JOHN GAUL	ASST SECRETARY	1.00	Officer	$0	$182,985	$1,385,555
H PATRICK WALTERS	FORMER PRESIDENT	2.00		$0	$65,405	$1,201,489
DEBORAH ADDO	PRESIDENT ILH	10.00	Officer Director	$0	$149,416	$897,656
ALICE POPE	ASST TREASURER, BEGINNING 6-4-19	1.00	Officer	$0	$21,441	$642,543
SAGE BOLTE	PRESIDENT, VP IHS FOUNDATION	5.00	Officer Director	$0	$73,224	$518,182
WILLIAM BANE	TREASURER	20.00	Officer Director	$0	$51,851	$369,741

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
2019	$4,538,192	$951,816	No data	$3,586,376
2018	$2,710,501	$851,125	$16,893,361	$1,859,376

LOUDOUN HEALTHCARE FOUNDATION