Christus Foundation Shreveport-Bossier (EIN 721219280) - 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

1992

Legal Domicile

Principal Officer

AMY HERON

Phone

3186816781

Tax Period

2024-07-01 to 2025-06-30

Christus Foundation Shreveport-Bossier, founded in 1992, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $2.7M exceeded revenue, resulting in a 27% operating deficit.

Mission

PROMOTING PHILANTHROPY AND CHARITY TO PROVIDE RESOURCES TO ENHANCE THE ABILITY OF CHRISTUS SCHUMPERT HEALTH SYS IN ITS MISSION OF EXTENDING THE HEALING MINISTRY OF JESUS CHRIST.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $1,616,715

Program Service Revenue $0

Investment Income $539,992

Other Revenue $131

TOTAL REVENUE $2,156,838

Expense Breakdown

Grants Paid $2,277,136

Salaries & Benefits $245,358

Fundraising Expenses $66,103

Program Expenses $2,277,136

Other Expenses $212,855

TOTAL EXPENSES $2,735,349

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,156,838	$1,835,492	+0.2%
Expenses	$2,735,349	$1,017,568	+1.7%
Net Income	$-578,511	$817,924	-1.7%

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

N/A

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

$1,410,709

Total Directors

$1,410,709

Key Employees

$743,941

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS S TRAWICK JR MD	PRES/CEO (THRU 11/2023)	0.0		$0	$1,733	$690,765
CASEY ROBERTSON	CEO	1.0	Officer Director	$0	$38,294	$681,017
GLEN BOLES	CFO	1.0	Officer Director	$0	$58,264	$576,560
SCOTT FOSSEY	VICE PRESIDENT PHILANTHROPY	1.0	Key Emp	$0	$68,909	$519,415
JASON MILLER	CFO (THRU 09/2023)	0.0		$0	$1,467	$397,398
BRADLEY HARMON	VP MISSION INTEG. THRU 5/2025	1.0	Key Emp	$0	$50,305	$224,526
AMY HERON	EXECUTIVE DIRECTOR	40.0	Officer Director	$0	$25,967	$153,132
QUINTIN T HARDTNER IV	DIRECTOR (THRU 12/2024)	1.0	Director	$0	$0	$0
SURINDER TANK MD	DIRECTOR	1.0	Director	$0	$0	$0
MARY FRANCES COLEMAN	DIRECTOR	1.0	Director	$0	$0	$0
WILLIAM MCLOYD COMEGYS	DIRECTOR	1.0	Director	$0	$0	$0
CAMERON JONES	Chair	1.0	Officer Director	$0	$0	$0
KAREN EVANS	DIRECTOR	1.0	Director	$0	$0	$0
ALVIN CHILDS	DIRECTOR (THRU 08/2024)	1.0	Director	$0	$0	$0
EDWARD TAYLOR	DIRECTOR (THRU 12/2024)	1.0	Director	$0	$0	$0
LISA HARGROVE	DIRECTOR	1.0	Director	$0	$0	$0
FLORENCE BETHARD	DIRECTOR	1.0	Director	$0	$0	$0
NORMAN DUHON JR	TREASURER/SEC.	1.0	Officer Director	$0	$0	$0
ROY GRIGGS	DIRECTOR	1.0	Director	$0	$0	$0
JARROD HORTON	DIRECTOR	1.0	Director	$0	$0	$0
CAMILLE WEEKS	DIRECTOR	1.0	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	$2,156,838	$2,735,349	$7,918,530	$-578,511
2024	No data	No data	No data	No data
2023	$1,196,314	$1,395,888	$6,244,051	$-199,574
2022	$1,181,142	$792,741	$5,970,889	$388,401
2021	$827,030	$969,093	$5,867,653	$-142,063
2020	$478,861	$551,882	$4,988,733	$-73,021

Christus Foundation Shreveport-Bossier