EPHRAIM MCDOWELL HEALTH CARE FOUNDATION INC (EIN 611229333) - 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

1991

Legal Domicile

Phone

8592392424

Tax Period

2022-10-01 to 2023-09-30

EPHRAIM MCDOWELL HEALTH CARE FOUNDATION INC, founded in 1991, is a small nonprofit that reported $800K in total revenue in fiscal year 2022. The organization ran a surplus of $342K, a strong 43% operating margin.

Mission

THE HEALTH CARE FOUNDATION'S PRIMARY MISSION IS TO RAISE, INVEST AND DISTRIBUTE FUNDS IN SUPPORT OF THE EXEMPT PURPOSES OF EPHRAIM MCDOWELL HEALTH, INC.

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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 $271,132

Program Service Revenue $0

Investment Income $607,070

Other Revenue $-78,380

TOTAL REVENUE $799,822

Expense Breakdown

Grants Paid $269,714

Salaries & Benefits $94,447

Fundraising Expenses $67,878

Program Expenses $269,714

Other Expenses $93,199

TOTAL EXPENSES $457,360

Year-over-Year Comparison

	2022	2021	Change
Revenue	$799,822	$742,298	+0.1%
Expenses	$457,360	$236,001	+0.9%
Net Income	$342,462	$506,297	-0.3%

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

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

$1,604,976

Total Directors

$1,241,363

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	CFO	1.0	Officer Director	$0	$53,238	$383,229
N/A	PRESIDENT / CEO	1.0	Officer Director	$0	$59,957	$852,284
N/A	VICE CHAIR	4.0	Officer Director	$0	$0	$0
N/A	CHAIR	3.8	Officer Director	$0	$0	$2,400
N/A	SECRETARY/TREASURER	4.0	Officer Director	$0	$0	$0
N/A	BOARD MEMBER	4.0	Director	$0	$0	$0
N/A	BOARD MEMBER	3.8	Director	$0	$0	$0
N/A	BOARD MEMBER	3.8	Director	$0	$0	$3,450
N/A	BOARD MEMBER	4.0	Director	$0	$0	$0
N/A	BOARD MEMBER	4.0	Director	$0	$0	$0
N/A	BOARD MEMBER	4.0	Director	$0	$0	$0
N/A	EXECUTIVE DIRECTOR	1.0	Officer	$0	$57,613	$367,063
N/A	VP & CFO UNTIL 06/30/21	N/A		$0	$20,200	$315,471

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	No data	No data	No data	No data
2023	$799,822	$457,360	$13,041,178	$342,462
2022	$742,298	$236,001	$11,911,106	$506,297
2021	$1,127,196	$371,041	$13,599,337	$756,155
2020	$967,159	$204,265	$11,796,899	$762,894
2019	$720,862	$594,632	$11,078,887	$126,230
2018	$695,138	$447,353	$10,422,626	$247,785

EPHRAIM MCDOWELL HEALTH CARE FOUNDATION INC