HEALTH SERVICES FOUNDATION (EIN 730599682) - 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

2004

Legal Domicile

Phone

5802565900

Tax Period

2024-01-01 to 2024-12-31

HEALTH SERVICES FOUNDATION, founded in 2004, is a community nonprofit in the Health Care sector that reported $1.6M in total revenue in fiscal year 2024.

Mission

TO PROVIDE ASSISTED LIVING SERVICES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $65,682

Program Service Revenue $1,560,492

Investment Income $7,663

Other Revenue $0

TOTAL REVENUE $1,633,837

Expense Breakdown

Grants Paid $27,100

Salaries & Benefits $864,918

Fundraising Expenses $0

Program Expenses $1,490,175

Other Expenses $752,675

TOTAL EXPENSES $1,644,693

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,633,837	$1,560,816	+0.0%
Expenses	$1,644,693	$1,561,433	+0.1%
Net Income	$-10,856	$-617	+16.6%

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

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
TAYLOR BURNETT	Trustee	0.25	Director	$0	$0	$0
SUE MITCHELL	Chairman	0.50	Officer Director	$0	$0	$0
ROGER WAGNER	Treasurer	0.50	Officer Director	$0	$0	$0
BILL FANNING	Vice President	0.50	Officer Director	$0	$0	$0
LAVERN PHILLIPS	Trustee	0.25	Director	$0	$0	$0
DEBBIE GENTRY	Secretary	0.50	Officer Director	$0	$0	$0
ALEXA HUMPHRIES	Trustee	0.25	Director	$0	$0	$0
DR JAMIE GORE	Trustee	0.25	Director	$0	$0	$0
CHRISTI PAGETT	Trustee	0.25	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	No data	No data	No data	No data
2024	$1,633,837	$1,644,693	$4,857,396	$-10,856
2023	$1,560,816	$1,561,433	$4,972,476	$-617
2022	$1,269,922	$1,372,092	$5,072,520	$-102,170
2021	$1,442,223	$1,357,976	$5,250,427	$84,247
2020	$1,286,320	$1,414,975	$5,387,743	$-128,655
2019	$1,273,947	$1,353,037	$5,482,943	$-79,090
2018	$1,172,384	$1,229,926	$5,618,636	$-57,542

HEALTH SERVICES FOUNDATION