POWELL MEDICAL FOUNDATION (EIN 742275540) - 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

1983

Legal Domicile

Principal Officer

NICHOLE GUTIERREZ

Tax Period

2024-07-01 to 2025-06-30

POWELL MEDICAL FOUNDATION, founded in 1983, is a small nonprofit that reported $361K in total revenue in fiscal year 2024. The organization ran a surplus of $173K, a strong 48% operating margin.

Mission

TO ASSIST THE POWELL HOSPITAL DISTRICT AND COMMUNITY IN PROVIDING QUALITY HEALTH CARE SERVICES THROUGH THE SOLICITATION AND ADMINISTRATION OF GIFTS AND DONATIONS.

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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 $165,411

Program Service Revenue $0

Investment Income $161,833

Other Revenue $33,900

TOTAL REVENUE $361,144

Expense Breakdown

Grants Paid $0

Salaries & Benefits $89,240

Fundraising Expenses $2,031

Program Expenses $71,599

Other Expenses $98,763

TOTAL EXPENSES $188,003

Year-over-Year Comparison

	2024	2023	Change
Revenue	$361,144	$349,014	+0.0%
Expenses	$188,003	$252,538	-0.3%
Net Income	$173,141	$96,476	+0.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAULETTE BAGNELL	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
LINDA FISHER	DIRECTOR	2.00	Director	$0	$0	$0
NICHOLE GUTIERREZ	PRESIDENT	2.00	Director	$0	$0	$0
CECIL ALICE JOHNSTONE	DIRECTOR	2.00	Director	$0	$0	$0
CAROLINE KOST	SECRETARY	2.00	Officer Director	$0	$0	$0
LAURIE LEE	DIRECTOR	2.00	Director	$0	$0	$0
TRACY MORRIS	DIRECTOR	2.00	Director	$0	$0	$0
PATRICIA MOULTON	TREASURER	2.00	Officer Director	$0	$0	$0
MITCH ROSELLI	DIRECTOR	2.00	Director	$0	$0	$0
MARY ANN WURZEL	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
2025	$361,144	$188,003	$1,504,552	$173,141
2024	$349,014	$252,538	$1,331,411	$96,476
2023	$279,418	$209,783	$1,234,935	$69,635
2022	$45,622	$182,013	$1,166,512	$-136,391
2021	$451,469	$306,833	$1,364,749	$144,636
2020	$163,768	$187,838	$1,157,055	$-24,070
2019	$171,768	$225,740	$1,181,125	$-53,972

POWELL MEDICAL FOUNDATION