University Health Foundation (EIN 742335396) - 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

1984

Legal Domicile

Phone

2103589860

Tax Period

2024-01-01 to 2024-12-31

University Health Foundation, founded in 1984, is a community nonprofit in the Health Care sector that reported $4.8M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $12.5M exceeded revenue, resulting in a 157% operating deficit.

Mission

THE FOUNDATION WAS INCORPORATED AS A NON-PROFIT CORPORATION TO SOLICIT, RECEIVE, AND MAINTAIN FUNDS EXCLUSIVELY FOR SUPPORT OF THE UNIVERSITY HEALTH MISSION.

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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 $3,310,320

Program Service Revenue $0

Investment Income $1,616,259

Other Revenue $-78,502

TOTAL REVENUE $4,848,077

Expense Breakdown

Grants Paid $12,452,439

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,452,439

Other Expenses $0

TOTAL EXPENSES $12,452,439

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,848,077	$6,166,292	-0.2%
Expenses	$12,452,439	$2,963,675	+3.2%
Net Income	$-7,604,362	$3,202,617	-3.4%

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

106

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

$1,039,919

Total Directors

$2,291,509

Key Employees

$341,271

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ed Banos	Secretary/Treasurer, UH President/CEO	1.0	Officer Director	$0	$47,851	$1,039,919
Jason Fraser	CHAIR ELECT	1.0	Officer Director	$0	$0	$0
Renee A Yanta	Chair	1.0	Officer Director	$0	$0	$0
Yvonne Gonzales	Immediate Past Chair	1.0	Officer Director	$0	$0	$0
Albert W Hartman III	Director	1.0	Director	$0	$0	$0
Frank Garza	Director	1.0	Director	$0	$0	$0
George B Hernandez Jr	Director	1.0	Director	$0	$36,905	$1,251,590
J Randolph Harig	Director	1.0	Director	$0	$0	$0
James C Hasslocher	BOARD OF MANAGERS	1.0	Director	$0	$0	$0
Janie Barrera	Director	1.0	Director	$0	$0	$0
Jarvis Baker	Director	1.0	Director	$0	$0	$0
Julie Bedingfield	Director	1.0	Director	$0	$0	$0
Laurence Kurth	Director	1.0	Director	$0	$0	$0
Linda Elliott	Director	1.0	Director	$0	$0	$0
Margaret A Kelley MD	Board of Managers	1.0	Director	$0	$0	$0
Norma R Reyes	Director	1.0	Director	$0	$0	$0
Shan Bagby DMD MHA	Director	1.0	Director	$0	$0	$0
Steven J Pritchard	Director	1.0	Director	$0	$0	$0
Trey Sadiq	Director	1.0	Director	$0	$0	$0
Sara Alger	President	40.0	Key Emp	$0	$37,255	$341,271
Anna-Melissa Cavazos	Major Gifts Director	40.0	Highest	$0	$5,907	$118,396
Georgina Schmahl	Director of Development	40.0	Highest	$0	$11,373	$167,296
Julie Ring	Director of Donor Relations	40.0	Highest	$0	$7,164	$128,305

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	$4,848,077	$12,452,439	$28,034,568	$-7,604,362
2023	$6,166,292	$2,963,675	$34,167,572	$3,202,617
2022	$6,527,573	$951,407	$29,396,470	$5,576,166
2021	$14,486,230	$966,686	$23,988,285	$13,519,544
2020	$2,444,663	$1,497,243	$10,543,723	$947,420
2019	$1,827,206	$1,139,972	$9,711,107	$687,234
2018	$1,625,452	$589,069	$8,841,734	$1,036,383

University Health Foundation