MEDINA HEALTHCARE FUND (EIN 680561314) - 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

2003

Legal Domicile

Principal Officer

TAD WOOTEN

Phone

8304267886

Tax Period

2022-10-01 to 2023-09-30

MEDINA HEALTHCARE FUND, founded in 2003, is a micro nonprofit in the Health Care sector that reported $65K in total revenue in fiscal year 2022. Revenue fell 71% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $59K, a strong 91% operating margin.

Mission

TO RAISE FUNDS TO BUY EQUIPMENT FOR MEDINA REGINONAL HOSPITAL

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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 (2022)

Revenue Breakdown

Contributions & Grants $59,334

Program Service Revenue $0

Investment Income $6,081

Other Revenue $0

TOTAL REVENUE $65,415

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,651

Program Expenses $4,460

Other Expenses $6,111

TOTAL EXPENSES $6,111

Year-over-Year Comparison

	2022	2021	Change
Revenue	$65,415	$227,059	-0.7%
Expenses	$6,111	$147,571	-1.0%
Net Income	$59,304	$79,488	-0.3%

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
ASHLEY LOWE	EXECUTIVE DIRECTOR	10.00	Key Emp	$0	$0	$0
TAD WOOTEN	CHARIPERSON	1.00	Officer Director	$0	$0	$0
SCOTT TSCHIRHART	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
J C GRUBER	SECRETARY	1.00	Officer Director	$0	$0	$0
DR DAWN MAYO	TREASURER	1.00	Officer Director	$0	$0	$0
KEITH LUTZ	DIRECTOR	1.00	Director	$0	$0	$0
DINAH ARGO	DIRECTOR	1.00	Director	$0	$0	$0
CHIP MACON	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN RANDALL	DIRECTOR	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
2023	$65,415	$6,111	$408,902	$59,304
2021	$43,236	$278,574	$270,110	$-235,338
2020	$251,130	$264,590	$505,447	$-13,460
2018	$93,708	$19,570	$316,978	$74,138

MEDINA HEALTHCARE FUND