Commonwealth Health Foundation Inc (EIN 611362000) - 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

2000

Legal Domicile

Phone

2707451551

Tax Period

2024-04-01 to 2025-03-31

Commonwealth Health Foundation Inc, founded in 2000, is a community nonprofit in the Health Care sector that reported $5.7M in total revenue in fiscal year 2024. Revenue surged 164% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.6M, a strong 65% operating margin.

Mission

MED CENTER HEALTH FOUNDATION BUILDS RELATIONSHIPS THAT INSPIRE CHARITABLE GIVING IN SUPPORT OF MED CENTER HEALTH'S MISSION TO CARE FOR PEOPLE AND IMPROVE THE QUALITY OF LIFE IN THE COMMUNITIES WE SERVE.

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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 $2,971,502

Program Service Revenue $0

Investment Income $2,771,644

Other Revenue $-91,284

TOTAL REVENUE $5,651,862

Expense Breakdown

Grants Paid $1,585,237

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,991,203

Other Expenses $419,052

TOTAL EXPENSES $2,004,289

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,651,862	$2,142,007	+1.6%
Expenses	$2,004,289	$1,984,661	+0.0%
Net Income	$3,647,573	$157,346	+22.2%

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

100

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

$3,593,293

Total Directors

$3,068,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CONNIE D SMITH	PRESIDENT / CEO	2.0	Officer Director	$0	$132,368	$1,486,205
DAVID GRAY	EVP / DESIGNEE FOR J. NATCHER	2.0	Officer Director	$0	$49,504	$503,354
JOHN KELLY	VICE-CHAIR	2.0	Officer Director	$0	$0	$0
MICHELE W LAWLESS	SEC / TREAS / EVP & CFO	2.0	Officer Director	$0	$111,149	$651,472
MIKE COWLES	CHAIR	2.0	Officer Director	$0	$0	$0
BETH MCKINNEY	DIRECTOR	2.0	Director	$0	$0	$0
BEVERLY HODGES	DIRECTOR	2.0	Director	$0	$0	$0
BRANDON SHIRLEY	DIRECTOR	2.0	Director	$0	$0	$0
CHERI NATCHER	DIRECTOR	2.0	Director	$0	$0	$2,740
CHRIS GUTHRIE	DIRECTOR	2.0	Director	$0	$0	$0
CLAY PENDLETON	DIRECTOR	2.0	Director	$0	$0	$0
DR DONNA BLACKBURN	DIRECTOR	2.0	Director	$0	$0	$2,740
DR WILLIAM MOSS	DIRECTOR / CHIEF MEDICAL OFFICER	2.0	Director	$0	$32,703	$421,489
G MICHAEL MURPHY	DIRECTOR	2.0	Director	$0	$0	$0
JEAN CHERRY	DIRECTOR	2.0	Director	$0	$0	$0
JESSICA CARVER	DIRECTOR	2.0	Director	$0	$0	$0
JILL SORRENTINO	DIRECTOR	2.0	Director	$0	$0	$0
MARY VITALE	DIRECTOR	2.0	Director	$0	$0	$0
MAYOR RANDALL CURRY	DIRECTOR	2.0	Director	$0	$0	$0
TONY WITTY	DIRECTOR	2.0	Director	$0	$0	$0
KATRINA WOOD	EVP / CHIEF NURSING OFFICER	2.0	Officer	$0	$89,125	$406,156
WADE STONE	EXECUTIVE VICE PRESIDENT	2.0	Officer	$0	$80,371	$546,106

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	$5,651,862	$2,004,289	$21,402,113	$3,647,573
2024	$2,142,007	$1,984,661	$19,346,195	$157,346
2023	$-74,802	$1,877,729	$16,902,026	$-1,952,531
2022	$4,451,545	$1,898,005	$18,360,282	$2,553,540
2021	$2,891,042	$1,674,699	$17,000,363	$1,216,343
2020	$1,593,191	$1,447,887	$12,467,694	$145,304
2019	$1,434,524	$1,391,105	$13,237,878	$43,419
2018	$1,226,906	$1,070,064	$13,157,962	$156,842

Commonwealth Health Foundation Inc