Methodist Medical Center Foundation (EIN 621414205) - 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

1989

Legal Domicile

Principal Officer

Shawn Smith

Phone

8653745329

Tax Period

2023-01-01 to 2023-12-31

Methodist Medical Center Foundation, founded in 1989, is a small nonprofit in the Health Care sector that reported $241K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $139K, a strong 58% operating margin.

Mission

To support the programs and services of Methodist Medical Center through charitable gifts.

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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 (2023)

Revenue Breakdown

Contributions & Grants $217,875

Program Service Revenue $0

Investment Income $26,127

Other Revenue $-3,062

TOTAL REVENUE $240,940

Expense Breakdown

Grants Paid $67,477

Salaries & Benefits $0

Fundraising Expenses $24,528

Program Expenses $67,477

Other Expenses $34,094

TOTAL EXPENSES $101,571

Year-over-Year Comparison

	2023	2022	Change
Revenue	$240,940	$308,847	-0.2%
Expenses	$101,571	$144,733	-0.3%
Net Income	$139,369	$164,114	-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

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shawn Smith	Director/Chair	1.00	Officer Director	$0	$0	$0
Wilma Brantley	Director	1.00	Director	$0	$0	$0
Charlotte Cunningham	Director	1.00	Director	$0	$0	$0
Chuck Hope	Director	1.00	Director	$0	$0	$0
Michael Ousley	Director	1.00	Director	$0	$0	$0
Mackenzie Phillips	Director	1.00	Director	$0	$0	$0
Shannon Potter	Director	1.00	Director	$0	$0	$0
Wendy West	Director	1.00	Director	$0	$0	$0
Jeremy H Biggs	President/CAO - Methodist	1.00	Officer	$0	$0	$0
Patrick J Birmingham IV	VP of Philanthropy	8.00	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	No data	No data	No data	No data
2023	$240,940	$101,571	$1,567,591	$139,369
2022	$308,847	$144,733	$1,316,051	$164,114
2021	$214,405	$141,918	$1,312,043	$72,487
2020	$216,688	$122,405	$1,186,972	$94,283
2019	$210,032	$203,974	$1,044,245	$6,058
2018	$196,801	$259,186	$938,900	$-62,385

Methodist Medical Center Foundation