Owensboro Health Foundation Inc (EIN 611251763) - 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

Phone

2704172000

Tax Period

2024-06-01 to 2025-05-31

Owensboro Health Foundation Inc, founded in 1993, is a community nonprofit in the Health Care sector that reported $2.1M in total revenue in fiscal year 2024. Expenses of $2.0M left a modest 5% surplus.

Mission

TO RAISE, STEWARD, AND DISTRIBUTE PHILANTHROPIC FUNDS IN SUPPORT OF OWENSBORO HEALTH'S MISSION TO HEAL THE SICK AND IMPROVE HEALTH IN WESTERN KENTUCKY AND SOUTHERN INDIANA.

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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 $1,778,243

Program Service Revenue $0

Investment Income $339,796

Other Revenue $-48,525

TOTAL REVENUE $2,069,514

Expense Breakdown

Grants Paid $942,618

Salaries & Benefits $693,902

Fundraising Expenses $531,649

Program Expenses $942,618

Other Expenses $338,092

TOTAL EXPENSES $1,974,612

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,069,514	$1,936,623	+0.1%
Expenses	$1,974,612	$1,930,877	+0.0%
Net Income	$94,902	$5,746	+15.5%

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

132

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

$2,098,479

Total Directors

$1,468,198

Key Employees

$214,445

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN SHEFFER	VICE-CHAIRPERSON	1.0	Officer Director	$0	$0	$0
MAC NEEL	TREASURER	1.0	Officer Director	$0	$0	$0
MARK MARSH	PRESIDENT & CEO, EX-OFFICIO, OFFICER, DIRECTOR, VOTING	2.0	Officer Director	$0	$63,070	$1,394,120
OLGA MCKISSIC	Secretary	1.0	Officer Director	$0	$0	$0
WANDA FIGUEROA-PERALTA MD	Chairperson	1.0	Officer Director	$0	$0	$0
BROOKLYN MAPLE	BOARD MEMBER	1.0	Director	$0	$0	$0
CANDANCE CASTLEN BRAKE	BOARD MEMBER	1.0	Director	$0	$0	$0
CAROL BOTHWELL	BOARD MEMBER	1.0	Director	$0	$0	$0
CHRIS RHOADS	DIRECTOR, MEMBER APPOINTEE TO EXEC. COMMITTEE	1.0	Director	$0	$0	$0
DEAN ROWE	BOARD MEMBER	1.0	Director	$0	$0	$0
GAVIN ROBERTS	BOARD MEMBER	1.0	Director	$0	$0	$0
GRANT COLLINS	BOARD MEMBER	1.0	Director	$0	$0	$0
JENNIFER KEACH	BOARD MEMBER (ENDED FALL 2024)	1.0	Director	$0	$0	$0
KAREN GOEDDE	BOARD MEMBER	1.0	Director	$0	$0	$0
LAUREN PATTON	BOARD MEMBER	1.0	Director	$0	$0	$0
MEGAN MORRIS	BOARD MEMBER	1.0	Director	$0	$0	$0
PATTIE MARTIN	BOARD MEMBER	1.0	Director	$0	$1,582	$74,078
SAMARA HEAVRIN	BOARD MEMBER	1.0	Director	$0	$0	$0
TOM LILLY	BOARD MEMBER	1.0	Director	$0	$0	$0
RUSSELL S RANALLO	CHIEF FINANCIAL OFFICER	2.0	Officer	$0	$95,325	$704,359
TRACY NAYLOR	EX-OFFICIO, DIRECTOR, NON-VOTING, DIRECTOR OF MAJOR AND PLANNED GIFTS	45.0	Key Emp	$185,264	$29,181	$214,445
CATHERINE MEDLEY	MANAGER OF FOUNDATION	48.0	Highest	$111,376	$33,390	$144,766
CHAD HART	DIRECTOR OF MAJOR GIFTS	50.0	Highest	$144,046	$17,180	$161,226

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	$2,069,514	$1,974,612	$7,379,198	$94,902
2024	$1,936,623	$1,930,877	$6,760,544	$5,746
2023	$2,018,406	$1,305,005	$6,354,874	$713,401
2022	$2,074,699	$1,271,682	$5,750,082	$803,017
2021	$1,747,009	$870,393	$5,624,363	$876,616
2020	$1,490,369	$787,372	$4,469,565	$702,997
2019	$1,462,044	$1,015,731	$3,716,377	$446,313

Owensboro Health Foundation Inc