THE SEALY & SMITH FOUNDATION (EIN 741109652) - 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

1922

Legal Domicile

Principal Officer

DOUGLAS G ROGERS

Phone

4097628666

Tax Period

2024-01-01 to 2024-12-31

THE SEALY & SMITH FOUNDATION, founded in 1922, is a major nonprofit in the Health Care sector that reported $135.7M in total revenue in fiscal year 2024. The organization ran a surplus of $78.0M, a strong 57% operating margin.

Mission

SUPPORT OF THE JOHN SEALY HOSPITAL / UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON (UTMB).

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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 $0

Program Service Revenue $0

Investment Income $98,389,657

Other Revenue $37,353,968

TOTAL REVENUE $135,743,625

Expense Breakdown

Grants Paid $50,051,277

Salaries & Benefits $1,527,352

Fundraising Expenses $0

Program Expenses $50,051,277

Other Expenses $6,144,080

TOTAL EXPENSES $57,722,709

Year-over-Year Comparison

	2024	2023	Change
Revenue	$135,743,625	$130,847,488	+0.0%
Expenses	$57,722,709	$30,063,602	+0.9%
Net Income	$78,020,916	$100,783,886	-0.2%

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

$948,000

Total Directors

$898,120

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN W KELSO	PRESIDENT/DIRECTOR	5.00	Officer Director	$72,000	$0	$72,000
MICHAEL C DOHERTY	VICE PRESIDENT/ DIR.	5.00	Officer Director	$72,000	$0	$72,000
JAMES B GALBRAITH	DIRECTOR	5.00	Director	$66,000	$0	$66,000
E J PEDERSON	DIRECTOR	5.00	Director	$72,000	$0	$72,000
KEITH BASSETT	DIRECTOR	5.00	Director	$72,000	$0	$72,000
WILLIAM R SEALY	DIRECTOR	5.00	Director	$72,000	$0	$72,000
DOUGLAS G ROGERS	EXEC DIR/ SEC/TREAS	45.00	Officer Director	$426,538	$45,582	$472,120
JAMES S JOBE	ASST SEC/TREASURER	45.00	Officer	$176,574	$33,671	$210,245
GLADYS STANSBERRY	ASST TREASURER	45.00	Officer	$106,004	$15,631	$121,635

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	$135,743,625	$57,722,709	$2,305,818,243	$78,020,916
2023	$130,847,488	$30,063,602	$2,037,694,463	$100,783,886
2022	$158,734,221	$31,756,764	$1,674,903,989	$126,977,457
2021	$193,760,950	$59,944,232	$1,823,742,664	$133,816,718
2020	$86,559,144	$23,013,090	$1,512,427,384	$63,546,054
2019	$134,416,284	$35,941,910	$1,377,577,374	$98,474,374
2018	$97,546,927	$12,798,573	$1,172,758,493	$84,748,354

THE SEALY & SMITH FOUNDATION