M D ANDERSON SERVICES CORPORATION (EIN 760300816) - 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

1989

Legal Domicile

Principal Officer

CHRIS MCKEE

Phone

7137459600

Tax Period

2023-09-01 to 2024-08-31

M D ANDERSON SERVICES CORPORATION, founded in 1989, is a mid-sized nonprofit in the Health Care sector that reported $44.0M in total revenue in fiscal year 2023. The organization ran a surplus of $40.4M, a strong 92% operating margin.

Mission

MDASC PROVIDES A BROAD RANGE OF SERVICES TO ELEVATE THE LEVEL OF CANCER CARE IN THE COMMUNITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $398,085

Program Service Revenue $1,506,696

Investment Income $42,089,198

Other Revenue $-15,837

TOTAL REVENUE $43,978,142

Expense Breakdown

Grants Paid $728,623

Salaries & Benefits $1,824,465

Fundraising Expenses $0

Program Expenses $1,341,395

Other Expenses $1,029,294

TOTAL EXPENSES $3,582,382

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,978,142	$43,038,426	+0.0%
Expenses	$3,582,382	$2,483,682	+0.4%
Net Income	$40,395,760	$40,554,744	0.0%

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

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

$5,305,723

Total Directors

$4,241,035

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN PRUITT	DIRECTOR	0.30	Director	$0	$0	$0
JODIE LEE JILES	DIRECTOR (THRU 3/24)	0.20	Director	$0	$0	$0
CHRIS MCKEE	CHAIR & PRESIDENT, AD INTERIM	1.00	Officer Director	$0	$41,017	$1,134,998
ALLYSON KINZEL	DIRECTOR/VICE CHAIR & SECRETARY	2.00	Officer Director	$0	$46,785	$1,196,709
FATIMA SHERIFF	DIRECTOR	1.00	Director	$0	$40,848	$550,560
OMER SULTAN	DIRECTOR	1.00	Director	$0	$51,882	$1,358,768
JOHN ZERWAS MD	DIRECTOR	0.30	Director	$0	$0	$0
EMILY KUO	ASSOCIATE GEN CSL (THRU 12/23)	10.00	Officer	$499,559	$49,547	$549,106
KIMBERLY BERGEN	VP & CFO (THRU 12/23)	13.00	Officer	$498,704	$93,908	$592,612
LAURA GILCHRIST	VP/GEN CSL (THRU 12/23)	11.00	Officer	$549,702	$39,376	$589,078
LARRY KELLER	AVP/ACCOUNTING (THRU 12/23)	11.00	Officer	$374,028	$77,637	$451,665
JIM INCALCATERRA	TREASURER	1.00	Officer	$0	$46,027	$474,134
FELIPE LOZANO	ASSISSTANT TREASURER	1.00	Officer	$0	$20,104	$151,727
GABRIEL GUTIERREZ	ASSISSTANT TREASURER	1.00	Officer	$0	$30,034	$165,694
TRACI UNDERWOOD	LEGAL ADMINISTRATIVE MANAGER	5.50	Highest	$160,696	$41,465	$202,161
VERONIQUE MCCASKILL	DIRECTOR/FIN REPORTING/TREAS SERV	9.00	Highest	$282,009	$94,351	$376,360
TRINH NGUYEN	SENIOR FINANCIAL MANAGEMENT ANALYST	4.00	Highest	$149,263	$52,862	$202,125
ANGELA HARRISON THOMAS	MANAGER, PAYROLL SERVICES	6.00	Highest	$146,071	$67,885	$213,956
LORI STEWART	STAFF ASSISSTANT	5.50	Highest	$151,895	$52,811	$204,706

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	$43,978,142	$3,582,382	$948,573,465	$40,395,760
2023	$43,038,426	$2,483,682	$894,914,786	$40,554,744
2022	$42,515,247	$2,008,206	$884,756,252	$40,507,041
2021	$41,340,443	$2,839,350	$969,835,799	$38,501,093
2020	$39,849,224	$3,076,814	$802,335,430	$36,772,410
2019	$37,583,353	$2,759,866	$767,680,076	$34,823,487
2018	$37,510,299	$4,150,417	$764,772,044	$33,359,882

M D ANDERSON SERVICES CORPORATION