THE HEALTH FOUNDATION INC (EIN 561745194) - 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

1991

Legal Domicile

Principal Officer

DAVID SHELTON

Phone

3368381949

Tax Period

2023-01-01 to 2023-12-31

THE HEALTH FOUNDATION INC, founded in 1991, is a community nonprofit in the Health Care sector that reported $1.8M in total revenue in fiscal year 2023. Expenses of $1.6M left a modest 12% surplus.

Mission

TO IMPROVE THE HEALTH AND WELL-BEING OF THE PEOPLE IN OUR COMMUNITIES.

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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 $512,321

Program Service Revenue $1,282,442

Investment Income $33,277

Other Revenue $2,997

TOTAL REVENUE $1,831,037

Expense Breakdown

Grants Paid $483,683

Salaries & Benefits $475,905

Fundraising Expenses $34,032

Program Expenses $1,289,156

Other Expenses $650,349

TOTAL EXPENSES $1,609,937

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,831,037	$1,890,572	0.0%
Expenses	$1,609,937	$1,884,251	-0.1%
Net Income	$221,100	$6,321	+34.0%

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

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

$261,995

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID SHELTON	PRESIDENT	3.00	Officer Director	$0	$0	$0
J RICHARD MARLOW	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JEAN MELTON	TREASURER	1.00	Officer Director	$0	$0	$0
BETH LOVETTE	SECRETARY	1.00	Officer Director	$0	$0	$0
GLENDA ADAMS	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG BENNETT	DIRECTOR	1.00	Director	$0	$0	$0
LEE BENTLEY	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM CLARK	DIRECTOR	1.00	Director	$0	$0	$0
MARK COOK	DIRECTOR	1.00	Director	$0	$0	$0
CAM FINLEY	DIRECTOR	1.00	Director	$0	$0	$0
BILL HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
CATHY HUIE	DIRECTOR	1.00	Director	$0	$0	$0
DR JOHN OLIVER	DIRECTOR	1.00	Director	$0	$0	$0
DR DARIEL RATHMELL	DIRECTOR	1.00	Director	$0	$0	$0
MARY SPEARS	DIRECTOR	1.00	Director	$0	$0	$0
DIANE SWAIM	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL WILLIARD	EX-OFFICIO DIRECTOR	1.00	Director	$0	$0	$0
CHAD BROWN	EX-OFFICIO DIRECTOR	1.00	Director	$0	$0	$0
HEATHER MURPHY	EXECUTIVE DIRECTOR	40.00	Officer	$130,640	$22,004	$152,644
CHRISTOPHER SMITH	FINANCE DIRECTOR	40.00	Officer	$80,846	$28,505	$109,351

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	$1,831,037	$1,609,937	$6,088,810	$221,100
2022	$1,890,572	$1,884,251	$5,325,558	$6,321
2021	$1,694,577	$1,971,162	$5,458,179	$-276,585
2020	$1,575,146	$1,680,276	$5,688,225	$-105,130

THE HEALTH FOUNDATION INC