Fort Sanders Foundation (EIN 621748601) - 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

1998

Legal Domicile

Principal Officer

Kathy May-Martin

Phone

8653745329

Tax Period

2023-01-01 to 2023-12-31

Fort Sanders Foundation, founded in 1998, is a community nonprofit in the Health Care sector that reported $1.5M in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $261K, a strong 17% operating margin.

Mission

To support the programs and services of Covenant Health through charitable contributions.

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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 $1,129,066

Program Service Revenue $0

Investment Income $394,645

Other Revenue $-19,094

TOTAL REVENUE $1,504,617

Expense Breakdown

Grants Paid $1,006,520

Salaries & Benefits $0

Fundraising Expenses $168,809

Program Expenses $1,006,520

Other Expenses $237,059

TOTAL EXPENSES $1,243,579

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,504,617	$1,833,770	-0.2%
Expenses	$1,243,579	$1,291,711	0.0%
Net Income	$261,038	$542,059	-0.5%

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

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

$3,115,259

Key Employees

$307,256

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathy May-Martin	Director/Chair	1.00	Officer Director	$0	$0	$0
Shohreh Nazzy Hashemian	Director/Secretary	1.00	Officer Director	$0	$0	$0
Jim Atchley	Director	1.00	Director	$0	$0	$0
Mary Child	Director	1.00	Director	$0	$0	$0
Rob Del Moro	Director	1.00	Director	$0	$0	$0
Mary E Dillon MD	Director/FSRMC Medical Dir	1.00	Director	$0	$0	$0
Marty Gibbs	Director	1.00	Director	$0	$0	$0
Charles Griffin	Director	1.00	Director	$0	$0	$0
Alan Hill	Director	1.00	Director	$0	$0	$0
Rachel Hurt	Director	1.00	Director	$0	$0	$0
Tyler Janow	Director	1.00	Director	$0	$0	$0
James D VanderSteeg	President & CEO	1.00	Director	$0	$352,568	$3,115,259
Patrick J Birmingham IV	VP of Philanthrophy	8.00	Key Emp	$0	$39,832	$307,256

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	$1,504,617	$1,243,579	$17,498,469	$261,038
2022	$1,833,770	$1,291,711	$15,615,561	$542,059
2021	$1,458,401	$1,255,995	$17,490,375	$202,406
2020	$1,986,373	$3,120,572	$16,672,689	$-1,134,199
2019	$1,685,669	$1,512,319	$17,538,474	$173,350
2018	$1,698,251	$1,596,561	$15,288,623	$101,690

Fort Sanders Foundation