PETERSON HEALTH FOUNDATION (EIN 742645149) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

CURTIS FINLEY

Phone

8302587795

Tax Period

2024-07-01 to 2025-06-30

PETERSON HEALTH FOUNDATION, founded in 1992, is a community nonprofit in the Health Care sector that reported $4.4M in total revenue in fiscal year 2024. Revenue surged 104% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 41% operating margin.

Mission

THE FOUNDATION WILL ENCOURAGE, CULTIVATE AND GENERATE OPPORTUNITIES FOR PHILANTHROPIC ACTIVITIES THAT WILL ENABLE CONTINUED STRENGTH, VIABILITY, AND ADVANCEMENT OF PRMC.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,474,350

Program Service Revenue $0

Investment Income $1,184,047

Other Revenue $-212,747

TOTAL REVENUE $4,445,650

Expense Breakdown

Grants Paid $2,184,541

Salaries & Benefits $322,594

Fundraising Expenses $340,083

Program Expenses $2,184,541

Other Expenses $98,031

TOTAL EXPENSES $2,605,166

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,445,650	$2,176,751	+1.0%
Expenses	$2,605,166	$3,412,978	-0.2%
Net Income	$1,840,484	$-1,236,227	-2.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$137,545

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CURTIS FINLEY	CHAIR	2.00	Officer Director	$0	$0	$0
RACHEL JOHNSTON	TRUSTEE	1.00	Officer Director	$0	$0	$0
JOHN MILLER	TRUSTEE	1.00	Director	$0	$0	$0
DR WILLIAM MORRIS	TRUSTEE	1.00	Officer Director	$0	$0	$0
PAIGE MIXON	TRUSTEE	1.00	Director	$0	$0	$0
TAMMY PROUT	VICE CHAIR	1.00	Director	$0	$0	$0
RISA PARKER	TRUSTEE	1.00	Director	$0	$0	$0
KARI SHORT	TRUSTEE	1.00	Director	$0	$0	$0
ROY THOMPSON	TRUSTEE	1.00	Director	$0	$0	$0
MIKE WILSON	TRUSTEE	1.00	Director	$0	$0	$0
BRUCE STRACKE	TRUSTEE	1.00	Director	$0	$0	$0
MARY ELLEN SUMMERLIN	TRUSTEE	1.00	Director	$0	$0	$0
MISSY HOELSCHER KOZA	TRUSTEE	1.00	Director	$0	$0	$0
BRUCE RICE	TRUSTEE	1.00	Director	$0	$0	$0
AMANDA WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
MINDY WENDELE	VICE CHAIR	1.00	Director	$0	$0	$0
NELLWYN BARNETT	DIRECTOR OF DEVELOPMENT	40.00	Officer	$0	$35,997	$137,545

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	$4,445,650	$2,605,166	$10,082,109	$1,840,484
2024	$2,176,751	$3,412,978	$8,794,188	$-1,236,227
2023	$1,810,856	$7,737,719	$9,372,252	$-5,926,863
2022	$11,575,073	$4,702,921	$14,947,803	$6,872,152
2021	$4,528,875	$684,424	$9,019,918	$3,844,451
2020	$1,431,978	$1,268,286	$4,283,713	$163,692

PETERSON HEALTH FOUNDATION