SHELBY COUNTY COMMUNITY HEALTH FOUNDATION (EIN 631182558) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

PHIL BURNS

Phone

2056706999

Tax Period

2024-10-01 to 2025-09-30

SHELBY COUNTY COMMUNITY HEALTH FOUNDATION, founded in 1996, is a community nonprofit in the Health Care sector that reported $4.8M in total revenue in fiscal year 2017. Revenue surged 234% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 39% operating margin.

Mission

TO INVEST IN THE DEVELOPMENT AND SUPPORT OF PROGRAMS THAT IMPROVE THE HEALTH AND WELL BEING OF PEOPLE AND COMMUNITIES IN SHELBY COUNTY, TO ENCOURAGE INCREASED EFFICIENCY AND QUALITY OF HEALTH SERVICES AND PROVIDE FUNDING FOR CITIZEN HEALTH CARE NEEDS PREVIOUSLY SUPPORTED BY THE COUNTY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $6,026,763

Other Revenue $0

TOTAL REVENUE $6,026,763

Expense Breakdown

Grants Paid $3,669,488

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,669,488

Other Expenses $89,756

TOTAL EXPENSES $3,759,244

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,026,763	$2,738,422	+1.2%
Expenses	$3,759,244	$3,573,505	+0.1%
Net Income	$2,267,519	$-835,083	-3.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
PHIL BURNS	PRESIDENT	Officer Director	$0	$0	$0
MAJOR JAY FONDREN	REPRESENTATIVE	Director	$0	$0	$0
ERIC JEFFRIES	CONTROLLER	Director	$0	$0	$0
MINDY DENT	MANAGER	Director	$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
2025	$6,026,763	$3,759,244	$86,669,540	$2,267,519
2024	$2,738,422	$3,573,505	$81,612,712	$-835,083
2023	$2,919,590	$3,497,285	$72,097,988	$-577,695
2022	$6,128,346	$3,156,014	$69,974,253	$2,972,332
2021	$2,816,879	$3,585,357	$85,859,544	$-768,478
2020	$4,020,162	$3,386,019	$78,223,898	$634,143
2019	$6,077,936	$3,407,532	$74,910,839	$2,670,404
2018	$4,815,655	$2,956,929	$76,433,792	$1,858,726

SHELBY COUNTY COMMUNITY HEALTH FOUNDATION