United Health Foundation Inc (EIN 550621706) - 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

1982

Legal Domicile

Principal Officer

Jim Rutkoswki

Phone

6813421605

Tax Period

2023-01-01 to 2023-12-31

United Health Foundation Inc, founded in 1982, is a small nonprofit in the Health Care sector that reported $604K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $799K exceeded revenue, resulting in a 32% operating deficit.

Mission

United Health Foundation is a not-for-profit corporation formed to provide support to United Hospital Center, Inc. UHC to improve health status for the residents of North Central West Virginia through contributions.

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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 $206,586

Program Service Revenue $22,033

Investment Income $440,222

Other Revenue $-64,701

TOTAL REVENUE $604,140

Expense Breakdown

Grants Paid $361,937

Salaries & Benefits $212,811

Fundraising Expenses $124,948

Program Expenses $605,297

Other Expenses $223,878

TOTAL EXPENSES $798,626

Year-over-Year Comparison

	2023	2022	Change
Revenue	$604,140	$787,147	-0.2%
Expenses	$798,626	$567,211	+0.4%
Net Income	$-194,486	$219,936	-1.9%

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

$1,273,916

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Hess	President / CEO - Non-Voting	001.00	Officer	$0	$129,652	$829,662
Jim Rutkowski	Secretary/Treasurer/VP of Finance - Non-Voting	002.00	Officer	$0	$36,205	$444,254
Matt Jenkins	Director	001.00	Director	$0	$0	$0
Zach Arnold	Director	001.00	Director	$0	$0	$0
Manzur Momen	Director	001.00	Director	$0	$0	$0
Lisa Thrush	Director	001.00	Director	$0	$0	$0
Lisa Lang	Director	001.00	Director	$0	$0	$0
Sarah McNeely	Director	001.00	Director	$0	$0	$0
Michael Malfregeot	Director	001.00	Director	$0	$0	$0
Greg Hadjis	Director	001.00	Director	$0	$0	$0
Jamie Chapman	Director	001.00	Director	$0	$0	$0
Chark Sinsel	Director	001.00	Director	$0	$0	$0
Jennifer Lopez	Director	001.00	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	$604,140	$798,626	$15,168,188	$-194,486
2022	$787,147	$567,211	$15,131,796	$219,936
2021	$1,207,127	$871,409	$15,903,108	$335,718
2020	$549,314	$738,933	$13,803,594	$-189,619
2019	$689,527	$829,912	$12,740,457	$-140,385
2018	$1,475,680	$692,650	$11,947,822	$783,030

United Health Foundation Inc