THE CAMPBELL FOUNDATION

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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

1947

Legal Domicile

Principal Officer

JENNIFER T KOLTNOW

Phone

9017595490

Tax Period

2024-01-01 to 2024-12-31

THE CAMPBELL FOUNDATION, founded in 1947, is a community nonprofit that reported $4.5M in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $847K, a strong 19% operating margin.

Mission

THE MISSION IS TO ENHANCE THE QUALITY OF LIFE THROUGH THE SCIENCE OF ORTHOPAEDIC MEDICINE WITH A STRONG COMMITMENT TO SURGEON EDUCATION, ORTHOPAEDIC RESEARCH, AND COMMUNITY HEALTHCARE. THE CAMPBELL FOUNDATION PROVIDES A RESIDENCY AND FELLOWSHIP TRAINING PROGRAM.

Program Service Accomplishments

Program 1

Expenses: $2,719,169 Revenue: $9,324

THE CAMPBELL FOUNDATION MEDICAL EDUCATION PROGRAM PROVIDES ACADEMIC AND RESEARCH SUPPORT (BOOKS AND SUBSCRIPTIONS, TRAINING, TRAVEL, CREDENTIALING, LICENSURE, WEEKLY CONFERENCES, RESEARCH AND OTHER SUPPORT) FOR 40 RESIDENTS; SALARY AND BENEFITS, ALONG WITH ACADEMIC AND RESEARCH SUPPORT (BOOKS, TRAVEL, CREDENTIALING, LICENSURE, WEEKLY CONFERENCES, RESEARCH AND OTHER SUPPORT) FOR 6 FELLOWS. ACADEMIC LECTURES, SURGICAL LABS AND TRAINING PROGRAMS ARE PROVIDED TO RESIDENTS, FELLOWS AND PRACTICING PHYSICIANS IN ADDITION TO ORTHOPAEDIC HEALTHCARE PROFESSIONALS.(PROGRAM DESCRIPTION CONTINUED ON SCHEDULE O)ORTHOPAEDIC CLINICAL RESEARCH SUPPORT IS PROVIDED THROUGH SCIENTIFIC LABORATORIES, STATISTICAL AND DATA SUPPORT, INSTITUTIONAL COLLABORATION, SUBJECT ENROLLMENT, RESEARCH SUPPLIES AND ASSISTANCE FROM SCIENTISTS, LABORATORY TECHNICIANS AND OTHER STAFF. BEST PRACTICES, TECHNIQUES AND RESEARCH FINDINGS ARE DISSEMINATED THROUGH PEER-REVIEWED JOURNAL ARTICLES, PROFESSIONAL SOCIETY PRESENTATIONS, ACADEMIC TEXTBOOK CHAPTERS AND ORIGINAL ARTICLES.IN ADDITION, THE PROGRAM IS ASSISTED BY PROGRAM COORDINATORS, MEDICAL WRITERS, GRAPHIC DESIGN ASSISTANTS, MEDICAL LIBRARIAN AND OTHER ADMINISTRATIVE ASSISTANTS. COMMUNITY HEALTHCARE PROGRAMS DELIVER COMPREHENSIVE ORTHOPAEDIC CARE, EDUCATION AND SERVICES TO HIGH-RISK, HIGH-NEED ADULT AND PEDIATRIC PATIENTS IN THE GREATER MEMPHIS REGION AND LOCATIONS AROUND THE WORLD.

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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 $3,861,911

Program Service Revenue $0

Investment Income $691,624

Other Revenue $-99,010

TOTAL REVENUE $4,454,525

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,624,213

Fundraising Expenses $541,364

Program Expenses $2,719,169

Other Expenses $1,983,232

TOTAL EXPENSES $3,607,445

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,454,525	$3,250,511	+0.4%
Expenses	$3,607,445	$3,289,429	+0.1%
Net Income	$847,080	$-38,918	-22.8%

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

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

$169,840

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY E STAVRUM	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DR FREDERICK M AZAR	CHIEF STAFF OFFICER	1.00	Officer Director	$0	$0	$0
DR JAMES H BEATY	PRESIDENT	1.00	Officer Director	$0	$0	$0
PEG MURPHY BRANYAN	DEVELOPMENT CHAIR	1.00	Officer Director	$0	$0	$0
KELLY P LUTTRELL	FINANCE CHAIR/TREASURER	1.00	Officer Director	$0	$0	$0
DR DEREK M KELLY	TRUSTEE	1.00	Director	$0	$0	$0
DR DAVID G LAVELLE	TRUSTEE	1.00	Director	$0	$0	$0
DR SANTOS F MARTINEZ	TRUSTEE	1.00	Director	$0	$0	$0
DR WILLIAM M MIHALKO	TRUSTEE	1.00	Director	$0	$0	$0
DR G ANDREW MURPHY	TRUSTEE	1.00	Director	$0	$0	$0
FRANK T NAVARRA	TRUSTEE	1.00	Director	$0	$0	$0
DAVID T POPWELL	TRUSTEE	1.00	Director	$0	$0	$0
DR JEFFREY R SAWYER	TRUSTEE	1.00	Director	$0	$0	$0
DR THOMAS W THROCKMORTON	TRUSTEE	1.00	Director	$0	$0	$0
DR NORFLEET B THOMPSON	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA WILLIAMSON	TRUSTEE	1.00	Director	$0	$0	$0
GARY K WUNDERLICH JR	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER T KOLTNOW	EXECUTIVE DIRECTOR	40.00	Officer	$166,640	$3,200	$169,840
DANIEL H SHUMATE	CHIEF EXECUTIVE OFFICER	1.00	Officer	$0	$0	$0
TIMOTHY DUFFY	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$0	$0

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	$4,454,525	$3,607,445	$14,059,336	$847,080
2023	$3,250,511	$3,289,429	$12,493,396	$-38,918
2022	$3,240,754	$2,818,853	$11,180,012	$421,901
2021	$3,259,184	$2,621,897	$12,386,633	$637,287
2020	$3,696,757	$2,309,071	$11,210,784	$1,387,686
2019	$2,826,344	$2,397,176	$10,244,080	$429,168
2018	$3,787,170	$2,483,840	$8,802,456	$1,303,330