TANNER MEDICAL FOUNDATION INC (EIN 581790152) - 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

1988

Legal Domicile

Principal Officer

NICHOLE FANNIN

Phone

7708124438

Tax Period

2024-07-01 to 2025-06-30

TANNER MEDICAL FOUNDATION INC, founded in 1988, is a community nonprofit in the Health Care sector that reported $3.0M in total revenue in fiscal year 2024. The organization ran a surplus of $1.7M, a strong 59% operating margin.

Mission

TO PARTNER WITH TANNER HEALTH SYSTEM IN PROVIDING A CONTINUUM OF QUALITY HEALTHCARE SERVICES FOR ALL OF OUR CITIZENS THROUGH BUILDING AND STRENGTHENING OF NEW AND EXISTING PHILANTHROPIC RELATIONSHIPS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,661,543

Program Service Revenue $0

Investment Income $1,310,986

Other Revenue $0

TOTAL REVENUE $2,972,529

Expense Breakdown

Grants Paid $375,835

Salaries & Benefits $625,208

Fundraising Expenses $235,370

Program Expenses $623,934

Other Expenses $232,078

TOTAL EXPENSES $1,233,121

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,972,529	$2,800,200	+0.1%
Expenses	$1,233,121	$607,839	+1.0%
Net Income	$1,739,408	$2,192,361	-0.2%

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

$5,290,402

Total Directors

$3,745,110

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LOY HOWARD	HOSP CEO/TRU	2.00	Officer Director	$0	$232,596	$2,925,290
CAROL CREWS	CFO	N/A	Officer	$0	$24,690	$1,303,705
GREG SCHULENBERG	CAO/CIO	N/A	Officer	$0	$25,157	$909,756
DR ANIL DHOPLE	TRUSTEE	2.00	Director	$0	$25,466	$819,820
NICHOLE FANNIN	EXECUTIVE DI	40.00	Officer	$132,457	$19,194	$151,651
MARK ALBERTUS	TRUSTEE	2.00	Director	$0	$0	$0
MANDY BACUMEL	TRUSTEE	2.00	Director	$0	$0	$0
DAVID BROOKS	TRUSTEE	2.00	Director	$0	$0	$0
KIRBY BUTLER	TRUSTEE	2.00	Director	$0	$0	$0
MARK CAMP	TRUSTEE	2.00	Director	$0	$0	$0
SANDRA CAMP	TRUSTEE	2.00	Director	$0	$0	$0
CHRIS ELLIOTT	TRUSTEE	2.00	Director	$0	$0	$0
TREY FLECK	CHAIR	2.00	Officer Director	$0	$0	$0
KRISTIE GARRETT	SECRETARY	2.00	Director	$0	$0	$0
MANDY JACKSON	TRUSTEE	2.00	Director	$0	$0	$0
TRESSA KELLY	TRUSTEE	2.00	Director	$0	$0	$0
LINA LATTOUF	TRUSTEE	2.00	Director	$0	$0	$0
TIM MARTIN	PAST CHAIR	2.00	Officer Director	$0	$0	$0
DENA ADAMS MCNEISH	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ANN NEWMAN	TRUSTEE	2.00	Director	$0	$0	$0
AMY PARRISH	TRUSTEE	2.00	Director	$0	$0	$0
JULIE PARRISH	TRUSTEE	N/A	Director	$0	$0	$0
ALEX ROUSH	TRUSTEE	2.00	Director	$0	$0	$0
BILL STONE	TREASURER	2.00	Director	$0	$0	$0
PATRICK YURAN	TRUSTEE	2.00	Director	$0	$0	$0
SALLI THOMASON	TRUSTEE	2.00		$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	$2,972,529	$1,233,121	$35,654,239	$1,739,408
2024	$2,800,200	$607,839	$32,133,779	$2,192,361
2023	$7,144,684	$1,761,842	$28,712,778	$5,382,842
2022	$4,516,453	$1,134,195	$22,247,705	$3,382,258
2021	$4,952,307	$1,119,057	$22,384,444	$3,833,250
2020	$2,491,319	$1,422,725	$14,925,544	$1,068,594
2019	$2,089,077	$1,154,905	$14,236,693	$934,172
2018	$4,623,368	$1,109,382	$12,799,313	$3,513,986

TANNER MEDICAL FOUNDATION INC