EMC HEALTH FOUNDATION (EIN 814399875) - 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

2016

Legal Domicile

Principal Officer

JEFFREY R LEWIS

Phone

2096645184

Tax Period

2024-04-01 to 2025-03-31

EMC HEALTH FOUNDATION, founded in 2016, is a community nonprofit in the Health Care sector that reported $6.4M in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.1M, a strong 64% operating margin.

Mission

CONDUCTING SUPPORTING ACTIVITIES FOR EMC HEALTH INC., WHOSE PURPOSES INCLUDE SERVING RESIDENTS IN THE SERVICE AREA TO CREATE A HEALTHIER 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 (2024)

Revenue Breakdown

Contributions & Grants $2,005,000

Program Service Revenue $1,352,424

Investment Income $3,032,472

Other Revenue $0

TOTAL REVENUE $6,389,896

Expense Breakdown

Grants Paid $320,510

Salaries & Benefits $1,671,410

Fundraising Expenses $0

Program Expenses $2,150,218

Other Expenses $320,497

TOTAL EXPENSES $2,312,417

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,389,896	$4,557,259	+0.4%
Expenses	$2,312,417	$3,062,663	-0.2%
Net Income	$4,077,479	$1,494,596	+1.7%

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

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

$628,398

Total Directors

$1,328,080

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA STUHMER	DIRECTOR	2.00	Director	$409,008	$66,473	$475,481
JEFFREY R LEWIS	PRESIDENT & CEO	15.00	Officer Director	$407,683	$53,235	$460,918
TODD SLECHTA	DIRECTOR	0.20	Director	$0	$67,935	$391,681
WENDY CARRIEGAN	CFO	10.00	Officer	$127,658	$39,822	$167,480
DAVID DWIGHT	CHAIRMAN OF BOARD	0.50	Officer Director	$0	$0	$0
TOM WILSON MD	VICE CHAIRMAN	0.50	Officer Director	$0	$0	$0
LAWRENCE P ANDERSON	TREASURER & SECRETARY	0.50	Officer Director	$0	$0	$0
CARRIE JANISKI DO	DIRECTOR	0.20	Director	$0	$0	$0
DANA TREVETHAN	DIRECTOR	0.20	Director	$0	$0	$0
KEVIN VOGT	DIRECTOR	0.20	Director	$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	$6,389,896	$2,312,417	$22,179,465	$4,077,479
2024	$4,557,259	$3,062,663	$19,966,518	$1,494,596
2023	$4,495,784	$3,013,301	$16,610,749	$1,482,483
2022	$4,756,855	$2,723,258	$16,384,001	$2,033,597
2021	$6,982,264	$3,059,710	$14,917,412	$3,922,554
2020	$6,316,260	$2,138,932	$7,612,315	$4,177,328
2019	$6,270,306	$1,585,444	$4,808,735	$4,684,862

EMC HEALTH FOUNDATION