STEHLIN 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

1969

Legal Domicile

Principal Officer

EDWARD A JONES

Phone

7134411259

Tax Period

2017-07-01 to 2018-06-30

Mission

STEHLIN FOUNDATION'S SOLE MEMBER, THE METHODIST RESEARCH INSTITUTE D/B/A HOUSTON METHODIST RESEARCH INSTITUTE, WHOSE MISSION IS: TO PROVIDE HIGH QUALITY, COST-EFFECTIVE HEALTH CARE THAT DELIVERS THE BEST VALUE TO THE PEOPLE WE SERVE IN A SPIRITUAL ENVIRONMENT OF CARING IN ASSOCIATION WITH INTERNATIONALLY RECOGNIZED TEACHING AND RESEARCH.

Program Service Accomplishments

Program 1

PRIOR TO FEBRUARY 1, 2014, THE STEHLIN FOUNDATION OPERATED FOR THE PURPOSE OF CONDUCTING RESEARCH THAT CAN BE APPLIED DIRECTLY TO IMPROVING THE TREATMENT OF PATIENTS WITH CANCER. ON FEBRUARY 1, 2014, ITS MEMBERSHIP INTEREST TRANSFERRED TO HOUSTON METHODIST RESEARCH INSTITUTE. HMRI HAS ELECTED TO WIND DOWN STEHLIN FOUNDATION AND ITS OPERATIONS SINCE THEN.

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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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $152,201

TOTAL EXPENSES $152,201

Year-over-Year Comparison

	2017	2016	Change
Revenue	N/A	N/A	N/A
Expenses	$152,201	$700,000	-0.8%
Net Income	N/A	$-700,000	N/A

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

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

$3,478,918

Total Directors

$7,775,927

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARC L BOOM MD	DIRECTOR	1.00	Director	$0	$52,729	$2,905,783
KEVIN J BURNS	SECRETARY/TREASURER	1.00	Officer Director	$0	$65,690	$1,372,888
RAMON M CANTU	VICE PRESIDENT	1.00	Officer Director	$0	$83,206	$1,505,486
MAURO FERRARI PHD	DIRECTOR	1.00	Director	$0	$63,090	$1,391,226
EDWARD A JONES	PRESIDENT/EXEC DIR	1.00	Officer Director	$0	$48,819	$600,544

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
2018	No data	$152,201	$148,412	No data