Livingston Healthcare Foundation (EIN 810621997) - 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

2004

Legal Domicile

Principal Officer

Bruce Whitfield

Phone

4068236256

Tax Period

2023-07-01 to 2024-06-30

Livingston Healthcare Foundation, founded in 2004, is a small nonprofit in the Human Services sector that reported $756K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $454K, a strong 60% operating margin.

Mission

To advance the health and wellness of our community by financially supporting the programs, services and capital equipment needs of Livingston Healthcare.

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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 $486,324

Program Service Revenue $0

Investment Income $269,383

Other Revenue $0

TOTAL REVENUE $755,707

Expense Breakdown

Grants Paid $301,781

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $301,781

Other Expenses $0

TOTAL EXPENSES $301,781

Year-over-Year Comparison

	2023	2022	Change
Revenue	$755,707	$634,021	+0.2%
Expenses	$301,781	$502,557	-0.4%
Net Income	$453,926	$131,464	+2.5%

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

$118,456

Total Directors

$286,808

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steve Woodruff	Chair	10.00	Officer Director	$0	$0	$0
Joey Lane	Vice Chair	1.00	Officer Director	$0	$0	$0
Bob Gersack	Treasuruer	1.00	Officer Director	$0	$0	$0
Pat Gilligan	Secretary (Until 4/3/2024)	1.00	Officer Director	$0	$0	$0
Beth Ridgeway	Director	1.00	Director	$0	$0	$0
Stephanie Cunningham	Director	1.00	Director	$0	$0	$0
Dr Caroline Pihl	Director	1.00	Director	$0	$37,638	$286,808
Jim Lincoln	Director	1.00	Director	$0	$0	$0
Ellie Summers	Director (Beg 12/11/2023)	1.00	Director	$0	$0	$0
Mark Pesa	Director (Beg 12/11/2023)	1.00	Director	$0	$0	$0
Cliff David	Director (Beg 3/7/2023)	1.00	Director	$0	$0	$0
Jessica Wilcox	Executive Director	40.00	Officer	$0	$21,087	$118,456

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	No data	No data	No data	No data
2024	$755,707	$301,781	$7,089,874	$453,926
2023	$634,021	$502,557	$6,264,775	$131,464
2022	$709,860	$64,896	$6,086,652	$644,964
2021	$1,464,286	$404,616	$6,141,438	$1,059,670
2020	$1,512,521	$606,011	$4,311,356	$906,510
2019	$723,861	$452,624	$3,572,190	$271,237
2018	$1,029,306	$1,558,691	$3,234,572	$-529,385

Livingston Healthcare Foundation