MONROE HEALTH FOUNDATION INC (EIN 631219683) - 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

1998

Legal Domicile

Principal Officer

CHRISTI DUNN

Phone

2515753111

Tax Period

2024-10-01 to 2025-09-30

MONROE HEALTH FOUNDATION INC, founded in 1998, is a micro nonprofit in the Health Care sector that reported $67K in total revenue in fiscal year 2019. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $108K exceeded revenue, resulting in a 63% operating deficit.

Mission

THE PROMOTION OF HEALTH THROUGH CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES PRIMARILY IN AND FOR THE BENEFIT OF MONROE COUNTY, ALABAMA AND TO ENCOURAGE BROAD BASED SUPPORT OF MONROE COUNTY HOSPITAL.

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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 $156,583

Program Service Revenue $0

Investment Income $43

Other Revenue $0

TOTAL REVENUE $156,626

Expense Breakdown

Grants Paid $26,269

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $62,531

Other Expenses $39,817

TOTAL EXPENSES $66,086

Year-over-Year Comparison

	2024	2023	Change
Revenue	$156,626	$106,394	+0.5%
Expenses	$66,086	$112,388	-0.4%
Net Income	$90,540	$-5,994	-16.1%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOTSY COMPTON	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDSEY COXWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
VICKI DUNNING	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE NICHOLAS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTI DUNN	DIRECTOR	20.00	Director	$0	$0	$0
MICHAEL WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
BRITTANY SAWYER	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTY WIGGINS	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTHE WEAVER	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER GASTON	BOARD MEMBER	1.00	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	$156,626	$66,086	$535,024	$90,540
2024	$106,394	$112,388	$444,484	$-5,994
2023	$100,802	$352,573	$450,479	$-251,771
2022	$79,797	$40,526	$702,249	$39,271
2021	$53,162	$34,768	No data	$18,394
2020	$66,581	$108,382	No data	$-41,801

MONROE HEALTH FOUNDATION INC