SMA HEALTHCARE FOUNDATION INC

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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

1997

Legal Domicile

Principal Officer

ANDREA SCHWEIZER

Phone

3862541136

Tax Period

2024-07-01 to 2025-06-30

SMA HEALTHCARE FOUNDATION INC, founded in 1997, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $1.6M exceeded revenue, resulting in a 39% operating deficit.

Mission

TO FOSTER RELATIONSHIPS TO INCREASE COMMUNITY AWARENESS AND SUPPORT FOR SERVICES PROVIDED BY SMA HEALTHCARE.

Program Service Accomplishments

Program 1

Expenses: $1,527,795 Revenue: $260,000

TO PROVIDE FINANCIAL ASSISTANCE TO CLIENTS AND PROGRAMS OF SMA HEALTHCARE INC. THE FOUNDATION FUNDED MORE THAN $1,100,000 IN PROGRAM ENHANCEMENTS TO SMA HEALTHCARE INC. IN THE 2024-2025 FISCAL YEAR.

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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 $592,246

Program Service Revenue $260,000

Investment Income $279,985

Other Revenue $33,409

TOTAL REVENUE $1,165,640

Expense Breakdown

Grants Paid $1,167,588

Salaries & Benefits $0

Fundraising Expenses $6,062

Program Expenses $1,527,795

Other Expenses $455,679

TOTAL EXPENSES $1,623,267

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,165,640	$1,227,057	-0.1%
Expenses	$1,623,267	$727,646	+1.2%
Net Income	$-457,627	$499,411	-1.9%

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

$132,868

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
R BROOKS CASEY	CHAIR	1.00	Officer Director	$0	$0	$0
HEATHER SHUBIRG	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
ART ZIMMET	SECRETARY	1.00	Officer Director	$0	$0	$0
LAWRENCE J MCDERMOTT	TREASURER	1.00	Officer Director	$0	$0	$0
RYAN WILL	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
HANK ASHBY	DIRECTOR	1.00	Director	$0	$0	$0
DR MEGAN BAGWELL	DIRECTOR	1.00	Director	$0	$0	$0
AUSTIN BROWNLEE	SMA BOARD LIAISON AS OF 10/1/2024	1.00	Director	$0	$0	$0
CYNTHIA FITE	DIRECTOR	1.00	Director	$0	$0	$0
MAUREEN FRANCE	EXECUTIVE AT-LARGE	1.00	Director	$0	$0	$0
JON GREAVES	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW GURTIS	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD M HOLLEY	DIRECTOR	1.00	Director	$0	$0	$0
CARL LENTZ IV	DIRECTOR	1.00	Director	$0	$0	$0
QUANITA MAY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID PERRYMAN	EXECUTIVE AT-LARGE	1.00	Director	$0	$0	$0
SCOTT SPRADLEY	DIRECTOR AS OF 9/10/2024	1.00	Director	$0	$0	$0
JAMES STOWERS	DIRECTOR AS OF 9/10/2024	1.00	Director	$0	$0	$0
JENNIFER SECOR	EXECUTIVE DIRECTOR	40.00	Officer	$0	$14,685	$132,868

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	$1,165,640	$1,623,267	$7,913,078	$-457,627
2024	$1,227,057	$727,646	$8,276,867	$499,411
2023	$1,691,998	$724,788	$7,658,374	$967,210
2022	$768,502	$723,312	$6,729,042	$45,190
2021	$806,440	$586,027	$7,652,385	$220,413
2020	$562,077	$607,165	$6,894,907	$-45,088
2019	$375,669	$584,338	$7,307,582	$-208,669
2018	$608,234	$616,755	$7,600,456	$-8,521