UNIVERSITY MEDICAL SERVICES FOUNDATION INC (EIN 611228665) - 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

1993

Legal Domicile

Principal Officer

KIM WILLIAMS MD

Phone

5028521609

Tax Period

2022-07-01 to 2023-06-30

UNIVERSITY MEDICAL SERVICES FOUNDATION INC, founded in 1993, is a micro nonprofit that reported $8K in total revenue in fiscal year 2022. Revenue fell 39% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $6K, a strong 74% operating margin.

Mission

PROVIDE EDUCATION TO INTERNS, RESIDENTS AND FELLOWS AT THE UNIVERSITY OF LOUISVILLE SCHOOL OF MEDICINE IN A NON-PROFIT MEDICAL SERVICES CLINIC PROVIDING MEDICAL SERVICES TO THE PUBLIC.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $8,002

Investment Income $0

Other Revenue $0

TOTAL REVENUE $8,002

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,068

TOTAL EXPENSES $2,068

Year-over-Year Comparison

	2022	2021	Change
Revenue	$8,002	$13,108	-0.4%
Expenses	$2,068	$3,448	-0.4%
Net Income	$5,934	$9,660	-0.4%

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

$846,376

Total Directors

$1,579,111

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM WILLIAMS MD	PRESIDENT	0.10	Officer Director	$0	$6,800	$426,800
MONICA SHAW MD	VICE PRESIDENT	0.10	Officer Director	$0	$50,885	$419,576
ROBERTO BOLLI MD	DIRECTOR	0.10	Director	$0	$60,191	$672,354
JEFFREY CALLEN MD	DIRECTOR	0.10	Director	$0	$16,867	$60,381

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$8,002	$2,068	$100,760	$5,934
2022	$13,108	$3,448	$94,826	$9,660
2021	$32,254	$6,402	$85,166	$25,852
2020	$20,506	$1,167	$59,314	$19,339
2019	$12,299	$2,577	$39,975	$9,722
2018	$7,360	$187,734	$30,253	$-180,374

UNIVERSITY MEDICAL SERVICES FOUNDATION INC