Jupiter Medical Center Foundation Inc (EIN 650132406) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Phone

5612632234

Tax Period

2023-10-01 to 2024-09-30

Jupiter Medical Center Foundation Inc, founded in 1989, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $61.6M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $20.2M, a strong 33% operating margin.

Mission

To secure the financial resources required to sustain clinical excellence and quality of care at Jupiter Medical Center, Inc. & its affiliates.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $56,929,743

Program Service Revenue $0

Investment Income $5,022,024

Other Revenue $-358,974

TOTAL REVENUE $61,592,793

Expense Breakdown

Grants Paid $36,160,727

Salaries & Benefits $3,262,746

Fundraising Expenses $5,267,494

Program Expenses $36,160,727

Other Expenses $2,004,748

TOTAL EXPENSES $41,428,221

Year-over-Year Comparison

	2023	2022	Change
Revenue	$61,592,793	$54,705,778	+0.1%
Expenses	$41,428,221	$36,960,156	+0.1%
Net Income	$20,164,572	$17,745,622	+0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$911,349

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONALD McCREE JR	SECRETARY	5.0	Officer Director	$0	$0	$0
Joseph M Petri	Vice Chair	5.0	Officer Director	$0	$0	$0
Peter A Lund	CHAIRMAN	5.0	Officer Director	$0	$0	$0
Salvatore Tiano	Treasurer	5.0	Officer Director	$0	$0	$0
Burton M Tansky	Trustee	1.0	Director	$0	$0	$0
Dennis K Williams	Trustee	1.0	Director	$0	$0	$0
Douglas S Brown	Trustee	1.0	Director	$0	$0	$0
Edward L Babington	Trustee	1.0	Director	$0	$0	$0
Fred H Lissauer	Trustee (thru Oct 2023)	1.0	Director	$0	$0	$0
George H Damman	Trustee	1.0	Director	$0	$0	$0
James E Perrella	Trustee	1.0	Director	$0	$0	$0
Jane F Napier	Trustee	1.0	Director	$0	$0	$0
Joan jorgenson	Trustee (thru Aug 2024)	1.0	Director	$0	$0	$0
Katharine F Plum	Trustee	1.0	Director	$0	$0	$0
Leonard Abramson	Trustee	1.0	Director	$0	$0	$0
M Jude Reyes	Trustee	1.0	Director	$0	$0	$0
MARTIN DYTRYCH CPA	Trustee	1.0	Director	$0	$0	$0
Neil S Devlin	Trustee	1.0	Director	$0	$0	$0
William C Mattison Jr	Trustee (thru June 2024)	1.0	Director	$0	$0	$0
MICHAEL LOFTUS	SVP & CFO (beginning April 2023)	1.0	Officer	$0	$6,735	$530,930
Traci Simonsen	Chief Philanthropy Officer	40.0	Officer	$361,403	$19,016	$380,419
Jamie Taylor	Exec Dir Concierge Services & Donor Relations	40.0	Highest	$176,327	$14,738	$191,065
Jennifer D Amarnick	Senior Director of Development & Planned Giving	40.0	Highest	$201,760	$11,837	$213,597
Regan Cunningham-Tarpey	Exec Dir Foundation Comm	40.0	Highest	$202,725	$14,094	$216,819
Steven eschelman	Director of Philanthropy	40.0	Highest	$155,976	$4,780	$160,756
Thomas J Bliss	Senior Director Principal Gift	40.0	Highest	$189,952	$6,524	$196,476
Amit Rastogi MD MHCM	Current JMC President / Former Interim JMCF President	0.0		$0	$260,293	$1,777,589
DALE HOCKING CPA	Former CFO	0.0		$0	$31,816	$497,198
Michael J Morsberger	Former Chief Philanthropy Officer & JMC Foundation President	0.0		$174,248	$870	$175,118

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	$61,592,793	$41,428,221	$182,438,914	$20,164,572
2023	$54,705,778	$36,960,156	$149,743,915	$17,745,622
2022	$34,860,319	$51,204,615	$125,293,693	$-16,344,296
2021	$61,479,471	$48,794,715	$160,882,045	$12,684,756
2020	$31,553,512	$44,496,305	$143,931,838	$-12,942,793
2019	$33,172,425	$44,184,140	$157,579,536	$-11,011,715
2018	$45,639,345	$7,836,474	$169,769,633	$37,802,871

Jupiter Medical Center Foundation Inc