MORTON PLANT MEASE HEALTH CARE FOUNDATION INC (EIN 591751535) - 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

1977

Legal Domicile

Principal Officer

KATRINA MASON

Phone

7274627036

Tax Period

2024-01-01 to 2024-12-31

MORTON PLANT MEASE HEALTH CARE FOUNDATION INC, founded in 1977, is a mid-sized nonprofit in the Health Care sector that reported $11.9M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $13.5M exceeded revenue, resulting in a 13% operating deficit.

Mission

RAISING PHILANTHROPIC SUPPORT FOR PROGRAMS AT FOUR HOSPITALS OF MORTON PLANT MEASE HEALTH CARE.

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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 $6,889,934

Program Service Revenue $0

Investment Income $4,947,513

Other Revenue $98,147

TOTAL REVENUE $11,935,594

Expense Breakdown

Grants Paid $10,636,826

Salaries & Benefits $1,822,405

Fundraising Expenses $1,612,163

Program Expenses $10,822,918

Other Expenses $1,085,744

TOTAL EXPENSES $13,544,975

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,935,594	$10,155,269	+0.2%
Expenses	$13,544,975	$12,189,213	+0.1%
Net Income	$-1,609,381	$-2,033,944	-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

110

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

$476,681

Total Directors

$1,181,495

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SYDNEY NIEWIERSKI	CHAIRWOMAN	6.00	Officer Director	$0	$0	$0
JON M BRETHAUER	VICE CHAIR	6.00	Officer Director	$0	$0	$0
THOMAS J KUREY III	TREASURER	6.00	Officer Director	$0	$0	$0
NANCY PAIKOFF	SECRETARY	6.00	Officer Director	$0	$0	$0
DAVID ABELSON	DIRECTOR	1.00	Director	$0	$0	$0
FRED AHARI	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL BARRY MD	DIRECTOR	1.00	Director	$0	$0	$0
RAY BOUCHARD	DIRECTOR	1.00	Director	$0	$0	$0
ALLIE CANTONIS	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN L CASS	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN DONOGHUE	DIRECTOR	1.00	Director	$0	$0	$0
YVES GABRIEL MD	DIRECTOR	1.00	Director	$0	$0	$0
DIANE GOBO	DIRECTOR	1.00	Director	$0	$0	$0
GERRY GOLDHAMMER	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY JENSEN DO	DIRECTOR	1.00	Director	$0	$0	$0
LISA JOHNSON R N	DIRECTOR	1.00	Director	$0	$0	$0
JAMES A OSTROSKY	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN C PERROTT	DIRECTOR	1.00	Director	$0	$0	$0
KIRKSAK JAY POONKASEM MD	DIRECTOR	1.00	Director	$0	$0	$0
NANCY CROY RAMEY	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT SORENSEN	DIRECTOR	1.00	Director	$0	$0	$0
HALEY B TODSON DO	DIRECTOR	1.00	Director	$0	$0	$0
M JAVIER ZUNIGA	DIRECTOR	1.00	Director	$0	$0	$0
LOU P GALDIERI	DIRECTOR	1.00	Director	$0	$88,784	$1,181,495
ERNESTINE MORGAN CFRE	PRESIDENT AND CEO	60.00	Officer	$415,653	$61,028	$476,681
KATHRYN LANE	VP OF PHILANTHROPIC OPERATIONS	50.00	Highest	$115,948	$28,829	$144,777
ERIC BARSEMA	VP OF PHILANTHROPIC IMPACT	50.00	Highest	$111,014	$17,184	$128,198

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	$11,935,594	$13,544,975	$122,669,000	$-1,609,381
2023	$10,155,269	$12,189,213	$116,793,570	$-2,033,944
2022	$6,498,614	$19,145,297	$108,978,355	$-12,646,683
2021	$24,602,039	$12,661,900	$141,929,625	$11,940,139
2020	$8,632,525	$13,179,985	$126,171,724	$-4,547,460
2019	$10,448,289	$13,040,214	$122,823,758	$-2,591,925
2018	$20,395,665	$10,589,816	$111,711,280	$9,805,849

MORTON PLANT MEASE HEALTH CARE FOUNDATION INC