SAN JUAN HEALTHCARE FOUNDATION INC C/O MONTROSE REGIONAL HEALTH (EIN 742390346) - 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

1982

Legal Domicile

Principal Officer

KATHERINE LOWER

Phone

9702522580

Tax Period

2025-01-01 to 2025-02-24

SAN JUAN HEALTHCARE FOUNDATION INC C/O MONTROSE REGIONAL HEALTH, founded in 1982, is a micro nonprofit that reported $1 in total revenue in fiscal year 2024. Revenue fell 100% from the prior year — a significant decline worth monitoring. Expenses of $306K exceeded revenue, resulting in a 30576800% operating deficit.

Mission

DEVELOP RESOURCES FOR IMPROVING HEALTHCARE IN THE MONTROSE REGION.

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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 $1

Other Revenue $0

TOTAL REVENUE $1

Expense Breakdown

Grants Paid $305,769

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $305,769

Other Expenses $0

TOTAL EXPENSES $305,769

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1	$398,229	-1.0%
Expenses	$305,769	$2,194,107	-0.9%
Net Income	$-305,768	$-1,795,878	-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

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
KATHERINE LOWER	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBYN FUNK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ALLISON NADEL	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
PATRICIA CHALOUPKA	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
PHOEBE BENZIGER	DIRECTOR	1.00	Director	$0	$0	$0
KAYE HOTSENPILLER	DIRECTOR	1.00	Director	$0	$0	$0
J DAVID REED	DIRECTOR	1.00	Director	$0	$0	$0
PERLA RIVERA	DIRECTOR	1.00	Director	$0	$0	$0
PHYLLIS WIESNER	DIRECTOR	1.00	Director	$0	$0	$0
LEANN TOBIN	EXECUTIVE DIRECTOR	10.00	Officer	$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	$1	$305,769	No data	$-305,768
2024	No data	No data	No data	No data
2023	$159,851	$90,466	$1,961,209	$69,385
2022	$168,267	$91,731	$1,783,606	$76,536
2021	$231,059	$69,691	$2,030,859	$161,368
2020	$122,940	$134,004	$1,708,220	$-11,064
2019	$138,236	$143,500	$1,550,984	$-5,264
2018	$147,881	$105,733	$1,342,232	$42,148

SAN JUAN HEALTHCARE FOUNDATION INC C/O MONTROSE REGIONAL HEALTH