GUADALUPE REGIONAL MEDICAL FOUNDATION (EIN 742649777) - 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

1999

Legal Domicile

Principal Officer

ELAINE BENNETT

Phone

8304017209

Tax Period

2024-10-01 to 2025-09-30

GUADALUPE REGIONAL MEDICAL FOUNDATION, founded in 1999, is a community nonprofit in the Medical Research sector that reported $1.9M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 68% operating margin.

Mission

TO PROVIDE SUPPORT FOR GUADALUPE REGIONAL MEDICAL CENTER.

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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 $1,464,731

Program Service Revenue $0

Investment Income $77,381

Other Revenue $339,304

TOTAL REVENUE $1,881,416

Expense Breakdown

Grants Paid $584,285

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $586,022

Other Expenses $12,936

TOTAL EXPENSES $597,221

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,881,416	$1,440,878	+0.3%
Expenses	$597,221	$1,015,299	-0.4%
Net Income	$1,284,195	$425,579	+2.0%

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
TONY SCHAKER	CHAIR	2.00	Director	$0	$0	$0
TRES HEWELL	VICE CHAIR	2.00	Director	$0	$0	$0
JIM COLVIN MD	TREASURER	2.00	Director	$0	$0	$0
LISA M HERNANDEZ	SECRETARY	2.00	Director	$0	$0	$0
DIANA ALLEN	DIRECTOR	2.00	Director	$0	$0	$0
SHARON C AMMANN	DIRECTOR	2.00	Director	$0	$0	$0
IAN BURDEN	DIRECTOR	2.00	Director	$0	$0	$0
BETSY CLARDY	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA DRUEBERT	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN DYESS	DIRECTOR	2.00	Director	$0	$0	$0
CYNTHIA LEE FRANSON	DIRECTOR	2.00	Director	$0	$0	$0
EITHNE GOETZ	DIRECTOR	2.00	Director	$0	$0	$0
KAREN HUGENBERG	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE KUEMPEL	DIRECTOR	2.00	Director	$0	$0	$0
KAREN MCMILLAN	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER MESERVEY	DIRECTOR	2.00	Director	$0	$0	$0
LYNDA REDIX	DIRECTOR	2.00	Director	$0	$0	$0
NANCY SEIDENBERGER	DIRECTOR	2.00	Director	$0	$0	$0
TRENT TWITERO MD	DIRECTOR	2.00	Director	$0	$0	$0
ELAINE BENNETT	CEO	40.00	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	$1,881,416	$597,221	$4,557,315	$1,284,195
2024	$1,440,878	$1,015,299	$3,114,738	$425,579
2023	$1,361,895	$1,060,109	$2,388,335	$301,786
2022	$851,459	$453,962	$1,974,239	$397,497
2021	$1,037,844	$848,556	$1,921,796	$189,288
2020	$605,045	$947,240	$1,641,183	$-342,195
2019	$421,652	$258,590	$2,020,705	$163,062
2018	$1,217,726	$453,705	$1,865,825	$764,021

GUADALUPE REGIONAL MEDICAL FOUNDATION