Pardee Memorial Hospital Foundation Inc (EIN 561930028) - 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

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

TO SUPPORT HENDERSON COUNTY HOSPITAL CORPORATION D/B/A MARGARET R. PARDEE MEMORIAL HOSPITAL

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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 $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

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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

$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