CALDWELL HOSPICE FOUNDATION INC (EIN 566469396) - 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

1994

Legal Domicile

Principal Officer

DON FARMER

Phone

8287581414

Tax Period

2020-01-01 to 2020-12-31

CALDWELL HOSPICE FOUNDATION INC, founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $626K in total revenue in fiscal year 2020. Revenue surged 99% from the prior year, signaling strong growth momentum. The organization ran a surplus of $603K, a strong 96% operating margin.

Mission

TO PRODUCE INCOME AND RECEIVE GIFTS AND DONTAIONS WHICH WILL BE USED AT THE DISCRETION OF THE BOARD OF DIRECTORS FOR THE BENEFIT OF CALDWELL HOSPICE AND PALLIATIVE CARE, INC.

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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 (2020)

Revenue Breakdown

Contributions & Grants $500,575

Program Service Revenue $0

Investment Income $125,427

Other Revenue $0

TOTAL REVENUE $626,002

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,759

Other Expenses $22,759

TOTAL EXPENSES $22,759

Year-over-Year Comparison

	2020	2019	Change
Revenue	$626,002	$314,930	+1.0%
Expenses	$22,759	$21,766	+0.0%
Net Income	$603,243	$293,164	+1.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT D FARMER	TREASURER	1.00	Officer Director	$0	$0	$0
CHARLES SHELL	DIRECTOR	1.00	Director	$0	$0	$0
JANET WILSON	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE VANDERBLOEMEN	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH MURRAY	DIRECTOR	1.00	Director	$0	$0	$0
JANET WINKLER	DIRECTOR	1.00	Director	$0	$0	$0
REV PARKER WILLIAMSON	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET M BROYHILL	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES E SPONENBERG III	CHAIRMAN	1.00	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
2020	$626,002	$22,759	$9,144,184	$603,243
2019	$314,930	$21,766	$7,952,973	$293,164
2018	$221,128	$22,282	$6,578,256	$198,846

CALDWELL HOSPICE FOUNDATION INC