MOSES CONE - WESLEY LONG COMMUNITY… - Form 990 Financial Data

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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

1996

Legal Domicile

Principal Officer

SUSAN SHUMAKER

Phone

3368327000

Tax Period

2023-10-01 to 2024-09-30

MOSES CONE - WESLEY LONG COMMUNITY HEALTH FOUNDATION, founded in 1996, is a community nonprofit in the Health Care sector that reported $3.5M in total revenue in fiscal year 2023. Expenses of $7.1M exceeded revenue, resulting in a 103% operating deficit.

Mission

TO ELIMINATE HEALTH INEQUITIES BY ADVOCATING FOR AND INVESTING IN COMMUNITY-DRIVEN SOLUTIONS.

Program Service Accomplishments

Program 1

Expenses: $4,817,755 Revenue: $0

CONE HEALTH FOUNDATION ELIMINATES HEALTH INEQUITIES BY ADVOCATING FOR AND INVESTING IN COMMUNITY-DRIVEN SOLUTIONS IN SOCIAL HEALTH DRIVEN AREAS OF ACCESS TO CARE, EDUCATION, ECONOMIC MOBILITY, ACCESS TO HEALTH FOOD AND SAFE AND HEALTHY HOUSING, COMMUNITY AND FUNDER COLLABORATIVES, AND OTHER INITIATIVES.

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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 $0

Program Service Revenue $0

Investment Income $3,499,946

Other Revenue $0

TOTAL REVENUE $3,499,946

Expense Breakdown

Grants Paid $4,817,755

Salaries & Benefits $892,114

Fundraising Expenses $0

Program Expenses $4,817,755

Other Expenses $1,411,353

TOTAL EXPENSES $7,121,222

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,499,946	$-6,773,086	-1.5%
Expenses	$7,121,222	$5,770,389	+0.2%
Net Income	$-3,621,276	$-12,543,475	-0.7%

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

N/A

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

$976,658

Total Directors

$3,255,107

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOBB MD KARDIE	TRUSTEE	0.0	Director	$0	$23,323	$710,591
MILLER JOHN	ASSISTANT TREASURER	0.0	Officer Director	$0	$119,314	$606,686
JEFFREY PAUL	TRUSTEE	0.0	Director	$0	$11,320	$463,930
LEGGETT MD KELLY	TRUSTEE	0.0	Director	$0	$76,844	$450,838
SHUMAKER SUSAN	PRESIDENT	40.0	Officer Director	$325,542	$44,430	$369,972
KRISHNAN MD SENDIL	TRUSTEE	0.0	Director	$0	$35,708	$349,323
WRIGHT MD PATRICK	TRUSTEE	0.0	Director	$0	$68,284	$303,767
PINDER JAMILLA-AISHA	PROGRAM OFFICER	40.0	Highest	$115,312	$16,823	$132,135
CONE SAM	TRUSTEE	0.0	Director	$0	$0	$0
DOUGLAS MAE	TRUSTEE	0.0	Director	$0	$0	$0
GATLING KIM	SECRETARY	0.0	Officer Director	$0	$0	$0
HARRIS ROSS	TRUSTEE	0.0	Director	$0	$0	$0
KENNEDY CHESLEY	TRUSTEE	0.0	Director	$0	$0	$0
LESTER WILSON	TREASURER	0.0	Officer Director	$0	$0	$0
POMPEY ROBERT	TRUSTEE	0.0	Director	$0	$0	$0
PRATT LAURA	TRUSTEE	0.0	Director	$0	$0	$0
ROBINSON URSULA	VICE CHAIR & ASSISTANT SEC.	0.0	Officer Director	$0	$0	$0
SANDOVAL JOSE	TRUSTEE	0.0	Director	$0	$0	$0
SIMS MAC	TRUSTEE	0.0	Director	$0	$0	$0
YNTEMA KRISTEN	CHAIR	0.0	Officer 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
2024	$3,499,946	$7,121,222	$123,928,490	$-3,621,276
2023	$-6,773,086	$5,770,389	$107,080,834	$-12,543,475
2022	$14,519,059	$5,791,624	$103,522,804	$8,727,435
2021	$23,346,538	$6,148,598	$128,321,235	$17,197,940
2020	$3,300,902	$2,040,006	$109,549,458	$1,260,896
2019	$3,311,950	$3,054,345	$105,135,932	$257,605
2018	$9,406,071	$14,499,342	$109,851,761	$-5,093,271

MOSES CONE - WESLEY LONG COMMUNITY HEALTH FOUNDATION