Pardee Memorial Hospital Foundatio… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

HEATHER WARD

Phone

8282332700

Tax Period

2023-07-01 to 2024-06-30

Pardee Memorial Hospital Foundation Inc, founded in 1995, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.2M in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum.

Mission

PARDEE FOUNDATION EXISTS TO EDUCATE AND INSPIRE THE COMMUNITY TO SUPPORT HENDERSON COUNTY HOSPITAL CORPORATION D/B/A MARGARET R. PARDEE MEMORIAL HOSPITAL.

Program Service Accomplishments

Program 1

Expenses: $1,462,735 Revenue: $2,069

THE FOUNDATION RECEIVED AND ADMINISTERED CHARITABLE CONTRIBUTIONS AND OTHER FUNDS TO STRENGTHEN AND FURTHER THE WORK AND SERVICE OF HENDERSON COUNTY HOSPITAL CORPORATION D/B/A MARGARET R. PARDEE...

THE FOUNDATION RECEIVED AND ADMINISTERED CHARITABLE CONTRIBUTIONS AND OTHER FUNDS TO STRENGTHEN AND FURTHER THE WORK AND SERVICE OF HENDERSON COUNTY HOSPITAL CORPORATION D/B/A MARGARET R. PARDEE MEMORIAL HOSPITAL. DURING THE FISCAL YEAR, THE FOUNDATION FOCUSED ON GROWING ITS BASE OF DONORS, RETENTION OF MAJOR GIFT DONORS, AND STEWARDSHIP OF ALL DONORS.

Program 2

Expenses: $31,652 Revenue: $0

WOMEN HELPING WOMEN IS IN ITS 24th YEAR OF RAISING MONEY TO BE USED TO ASSIST UNINSURED AND UNDERINSURED WOMEN RECEIVE NEEDED HEALTHCARE. AN ANNUAL EVENT RAISES THE MONEY AND REQUEST FOR FINANCIAL...

WOMEN HELPING WOMEN IS IN ITS 24th YEAR OF RAISING MONEY TO BE USED TO ASSIST UNINSURED AND UNDERINSURED WOMEN RECEIVE NEEDED HEALTHCARE. AN ANNUAL EVENT RAISES THE MONEY AND REQUEST FOR FINANCIAL ASSISTANCE ARE HANDLED BY PRACTICE MANAGERS IN THE PARDEE SYSTEM.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,973,156

Program Service Revenue $0

Investment Income $137,464

Other Revenue $79,079

TOTAL REVENUE $2,189,699

Expense Breakdown

Grants Paid $1,408,297

Salaries & Benefits $189,599

Fundraising Expenses $355,818

Program Expenses $1,494,387

Other Expenses $651,673

TOTAL EXPENSES $2,249,569

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,189,699	$1,770,183	+0.2%
Expenses	$2,249,569	$2,025,826	+0.1%
Net Income	$-59,870	$-255,643	-0.8%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$156,407

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY TREECE	EXECUTIVE DIRECTOR	50.0	Officer	$0	$8,847	$156,407
HILTON SWING	BOARD CHAIR	3.0	Officer Director	$0	$0	$0
BILL JANSEN	VICE CHAIR	2.0	Officer Director	$0	$0	$0
KANDI HENDRICKS	VICE CHAIR	2.0	Officer Director	$0	$0	$0
CAREY O'CAIN	INVESTMENT COMMITTEE CHAIR	1.0	Officer Director	$0	$0	$0
HEATHER WARD	TREASURER	2.0	Officer Director	$0	$0	$0
GERARD COLUCCELLI	SECRETARY	2.0	Officer Director	$0	$0	$0
CAMERON BAKER	DIRECTOR	1.0	Director	$0	$0	$0
NICOLA BARKSDALE	DIRECTOR	1.0	Director	$0	$0	$0
CHERYL COHEN	DIRECTOR	1.0	Director	$0	$0	$0
MARILYN GORDON	DIRECTOR	1.0	Director	$0	$0	$0
CHIP GOULD	DIRECTOR	1.0	Director	$0	$0	$0
RANDY HUNTER	DIRECTOR	1.0	Director	$0	$0	$0
SHERRI JOHNSON	DIRECTOR	1.0	Director	$0	$0	$0
JAMES KIRBY	DIRECTOR/HOSPITAL CEO	3.0	Director	$0	$0	$0
JENNIFER MCALISTER	DIRECTOR	1.0	Director	$0	$0	$0
GREGORY MCCARTY	DIRECTOR	1.0	Director	$0	$0	$0
BILL RUSHTON	DIRECTOR	1.0	Director	$0	$0	$0
MYRA WATKINS	DIRECTOR	1.0	Director	$0	$0	$0
SAYYAD ZIA	DIRECTOR	1.0	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	No data	No data	No data	No data
2024	$2,189,699	$2,249,569	$3,938,864	$-59,870
2023	$1,770,183	$2,025,826	$3,182,245	$-255,643
2022	$2,338,454	$3,029,803	$3,345,358	$-691,349
2021	$2,036,419	$2,528,015	$4,600,608	$-491,596
2020	$2,179,695	$1,933,947	$4,668,587	$245,748
2019	$2,021,963	$2,210,645	$4,441,299	$-188,682
2018	$2,135,003	$2,712,917	$4,638,131	$-577,914

Pardee Memorial Hospital Foundation Inc