MCLEOD HEALTH FOUNDATION (EIN 570818672) - 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

1986

Legal Domicile

Principal Officer

DONNA ISGETT

Phone

8437772256

Tax Period

2023-10-01 to 2024-09-30

MCLEOD HEALTH FOUNDATION, founded in 1986, is a mid-sized nonprofit in the Health Care sector that reported $16.7M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $16.1M left a modest 4% surplus.

Mission

MISSION IS TO GENERATE SUPPORT TO PERPETUATE MEDICAL EXCELLENCE AT MCLEOD HEALTH.

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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 $15,004,470

Program Service Revenue $0

Investment Income $1,622,051

Other Revenue $99,095

TOTAL REVENUE $16,725,616

Expense Breakdown

Grants Paid $13,310,374

Salaries & Benefits $1,448,451

Fundraising Expenses $1,710,294

Program Expenses $14,004,188

Other Expenses $1,308,175

TOTAL EXPENSES $16,067,000

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,725,616	$13,627,230	+0.2%
Expenses	$16,067,000	$10,911,168	+0.5%
Net Income	$658,616	$2,716,062	-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

Volunteers

231

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

$234,140

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
C PIERCE CAMPBELL	TRUSTEE/CHAIR	1.00	Officer Director	$0	$0	$0
ROBERT H SASSER III	TRUSTEE/VICE-CHAIR	1.00	Officer Director	$0	$0	$0
JARROD B TIPPINS	TRUSTEE/TREASURER	1.00	Officer Director	$0	$0	$0
JENNIFER H YACOUBIAN	TRUSTEE/SECRETARY	1.00	Officer Director	$0	$0	$0
C DAWN ARNETTE	TRUSTEE	1.00	Director	$0	$0	$0
MENDEL J BELL	TRUSTEE	1.00	Director	$0	$0	$0
VICKI CHUNG DMD PC	TRUSTEE	1.00	Director	$0	$0	$0
TIMOTHY E CUNNINGHAM	TRUSTEE	1.00	Director	$0	$0	$0
JULIUS JULE ELDRIDGE III	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN L FAST	TRUSTEE	1.00	Director	$0	$0	$0
E DANIEL GUYTON MD	TRUSTEE	1.00	Director	$0	$0	$0
BEVERLY S HAZELWOOD	TRUSTEE	1.00	Director	$0	$0	$0
KAREN R HILL MD	TRUSTEE	1.00	Director	$0	$0	$0
VIRGINIA CLYBURN-IPOCK MD	TRUSTEE	1.00	Director	$0	$0	$0
LAURA M MARECHAL	TRUSTEE	1.00	Director	$0	$0	$0
ELISABETH K MCNIEL	TRUSTEE	1.00	Director	$0	$0	$0
MICHEAL A OUZTS	TRUSTEE	1.00	Director	$0	$0	$0
J MARVIN OWEN	TRUSTEE	1.00	Director	$0	$0	$0
VIRGINIA N SULLIVAN	TRUSTEE	1.00	Director	$0	$0	$0
SHIRLEY H MEIERE	TRUSTEE	1.00	Director	$0	$0	$0
GRADY F MOORE	TRUSTEE	1.00	Director	$0	$0	$0
REV CHARLES J RANDALL	TRUSTEE	1.00	Director	$0	$0	$0
CARRINGTON S WINGARD	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH JONES	EXECUTIVE DIRECTOR	40.00	Officer	$226,041	$8,099	$234,140
JILL BRAMBLETT	FORMER EXECUTIVE DIRECTOR	40.00		$145,208	$27,439	$172,647

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	$16,725,616	$16,067,000	$32,288,828	$658,616
2023	$13,627,230	$10,911,168	$27,847,011	$2,716,062
2022	$14,062,934	$12,033,430	$21,679,285	$2,029,504
2021	$10,718,448	$9,147,025	$18,821,181	$1,571,423
2020	$10,345,040	$9,794,421	$16,699,520	$550,619
2019	$9,891,069	$8,122,407	$16,293,581	$1,768,662
2018	$8,785,390	$9,487,661	$14,257,369	$-702,271

MCLEOD HEALTH FOUNDATION