TENNESSEE HOSPITAL EDUCATION AND RESEARCH FOUNDATION

EIN: 620712345 501(c)(3) Health Care

BRENTWOOD, TN

Total Revenue
$2,893,757
Total Expenses
$2,977,844
Total Assets
$2,115,423
Net Assets
$269,372
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
TN
Principal Officer
WENDY LONG MD
Phone
6152568240
Tax Period
2023-01-01 to 2023-12-31

TENNESSEE HOSPITAL EDUCATION AND RESEARCH FOUNDATION, founded in 1963, is a community nonprofit in the Health Care sector that reported $2.9M in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring.

Mission

PROVIDING EDUCATION AND INFORMATION TO THE PUBLIC AND ITS MEMBERS AND TO SPONSOR VARIOUS HEALTHCARE RELATED WORKSHOPS, CONFERENCES, AND PUBLICATIONS TO IMPROVE QUALITY OF HEALTHCARE STATEWIDE.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,984,628
Program Service Revenue $899,351
Investment Income $9,778
Other Revenue $0
TOTAL REVENUE $2,893,757

Expense Breakdown

Grants Paid $11,645
Salaries & Benefits $492,181
Fundraising Expenses $0
Program Expenses $2,977,844
Other Expenses $2,474,018
TOTAL EXPENSES $2,977,844

Year-over-Year Comparison

2023 2022 Change
Revenue $2,893,757 $3,792,984 -0.2%
Expenses $2,977,844 $3,861,648 -0.2%
Net Income $-84,087 $-68,664 +0.2%
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

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Governance

Voting Members
29
Independent Members
28
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
2
$1,299,859
Total Directors
29
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WRIGHT PINSON MD BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
PAUL ANDREWS BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
REGINALD COOPWOOD MD BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
KEITH GRAY MD BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
JASON LITTLE BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
MIKE BELBECK BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
BARRY BONDURANT BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
MARVIN EICHORN BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
JAMES E ROSS BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
SCOTT SMITH BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
MICHAEL UGWUEKE CHAIR-ELECT 0.10
Director
$0 $0 $0
CHAD CAMPBELL BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
ROGERS ANDERSON BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
MATTHEW KODSI MD BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
SCOTT PETERSON BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
JANELLE G REILLY IMM. PAST CHAIR 0.10
Director
$0 $0 $0
WILLIAM HAUGH BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
PHIL MAZZUCA BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
SCOTT TONGATE BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
MITCH EDGEWORTH BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
TISH TOWNS BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
MATT SCHAEFER BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
TIM ADAMS CHAIR 0.10
Director
$0 $0 $0
JIM VANDERSTEEG BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
MARTIN CHANEY MD BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
JIM COLEMAN BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
JIM EDMONDSON BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
BUFFY KEY BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
FREDA RUSSELL BOARD OF DIRECTORS 0.10
Director
$0 $0 $0
LISA WRIGHT VP 40.00
Officer
$0 $46,770 $217,989
WENDY LONG MD MPH PRESIDENT 6.00
Officer
$0 $72,093 $1,081,870
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 $2,893,757 $2,977,844 $2,115,423 $-84,087
2022 $3,792,984 $3,861,648 $2,104,568 $-68,664
2021 $4,029,458 $4,002,650 $1,622,508 $26,808
2020 $2,899,726 $2,746,019 $3,584,333 $153,707
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