LEVI ENDOWMENT FOUNDATION (EIN 710583773) - 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

1983

Legal Domicile

Phone

5016241281

Tax Period

2024-01-01 to 2024-12-31

LEVI ENDOWMENT FOUNDATION, founded in 1983, is a small nonprofit in the Health Care sector that reported $784K in total revenue in fiscal year 2018. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $526K, a strong 67% operating margin.

Mission

FUNDS SUPPORTING ORGANIZATION, LEO N LEVI MEMORIAL HOSPITAL, WHICH PROVIDES HEALTHCARE SERVICES TO THE CITIZENS OF HOT SPRINGS AND SURROUNDING AREAS.

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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 $182,622

Program Service Revenue $0

Investment Income $3,007,064

Other Revenue $-3,850

TOTAL REVENUE $3,185,836

Expense Breakdown

Grants Paid $47,306

Salaries & Benefits $103,462

Fundraising Expenses $0

Program Expenses $150,768

Other Expenses $119,603

TOTAL EXPENSES $270,371

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,185,836	$356,025	+7.9%
Expenses	$270,371	$394,740	-0.3%
Net Income	$2,915,465	$-38,715	-76.3%

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
HAROLD J KOPPEL DDS MSD	Director	1.00	Director	$0	$0	$0
KAREN BAIN REAGLER	Secretary	1.00	Officer Director	$0	$0	$0
COURTNEY C CROUCH JR	Director	1.00	Director	$0	$0	$0
DENNIS SMITH	Chairman	1.00	Officer Director	$0	$0	$0
LESLIE BALLENTINE	Chairman	1.00	Officer Director	$0	$0	$0
RAY OWEN JR	Director	1.00	Director	$0	$0	$0
BRAD HUDGENS	Director	1.00	Director	$0	$0	$0
STUART FLEISCHNER	VICE CHAIR	1.00	Officer	$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
2024	$3,185,836	$270,371	$11,788,870	$2,915,465
2023	$356,025	$394,740	$11,150,329	$-38,715
2022	$486,124	$487,792	$10,823,950	$-1,668
2021	$788,927	$205,225	$12,029,813	$583,702
2020	$573,964	$218,009	$10,152,459	$355,955
2019	$395,583	$258,306	$8,968,235	$137,277
2018	$784,246	$258,287	$7,420,281	$525,959

LEVI ENDOWMENT FOUNDATION