MUSKOGEE MEDICAL FOUNDATION

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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

1986

Legal Domicile

Principal Officer

CHED WETZ

Phone

9186842297

Tax Period

2020-10-01 to 2021-09-30

MUSKOGEE MEDICAL FOUNDATION, founded in 1986, is a small nonprofit in the Human Services sector that reported $359K in total revenue in fiscal year 2020. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $199K, a strong 55% operating margin.

Mission

TO RAISE AND ADMINISTER FUNDS FOR THE BENEFIT OF THE HEALTH CARE NEEDS OF RESIDENTS OF MUSKOGEE, OKLAHOMA, AND ITS IMMEDIATE SURROUNDING AREA.

Program Service Accomplishments

Program 1

Expenses: $129,181 Revenue: $0

SUPPORT TO VARIOUS INSTITUTIONS

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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 (2020)

Revenue Breakdown

Contributions & Grants $24,835

Program Service Revenue $0

Investment Income $334,553

Other Revenue $0

TOTAL REVENUE $359,388

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $129,181

Other Expenses $100,402

TOTAL EXPENSES $160,402

Year-over-Year Comparison

	2020	2019	Change
Revenue	$359,388	$570,899	-0.4%
Expenses	$160,402	$113,368	+0.4%
Net Income	$198,986	$457,531	-0.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EVELYN HIBBS	DIRECTOR	2.00	Director	$0	$0	$0
CHED WETZ	CHAIRMAN	2.00	Director	$0	$0	$0
KEN LAUBENSTEIN	DIRECTOR	2.00	Director	$0	$0	$0
ANN BARKER ONG	DIRECTOR	2.00	Director	$0	$0	$0
CARLA LOVELADY	DIRECTOR	2.00	Director	$0	$0	$0
PHYLLIS SPRIGGS	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS JAMES	DIRECTOR	2.00	Director	$0	$0	$0
KARRA WARDOUR	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT ROHLFING	DIRECTOR	2.00	Director	$0	$0	$0
DENNIS WEIBEL	DIRECTOR	2.00	Director	$0	$0	$0
WELDON STOUT	DIRECTOR	2.00	Director	$0	$0	$0
RODGER CUTLER	DIRECTOR	2.00	Director	$0	$0	$0
MIKE STRATTON	DIRECTOR	2.00	Director	$0	$0	$0
LAUREL HAVENS	DIRECTOR	2.00	Director	$0	$0	$0
KEITH BIGLOW	DIRECTOR	2.00	Director	$0	$0	$0
SABINA BECKMAN	DIRECTOR	2.00	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
2021	$359,388	$160,402	$5,835,543	$198,986
2020	$570,899	$113,368	$4,913,370	$457,531
2019	$353,219	$193,721	$4,488,118	$159,498
2018	$491,537	$172,783	$4,327,600	$318,754