BEAR LAKE VALLEY HEALTH CARE FOUNDA (EIN 820495884) - 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

Legal Domicile

Principal Officer

KRISTIE DECLARK

Phone

2088474450

Tax Period

2023-10-01 to 2024-09-30

BEAR LAKE VALLEY HEALTH CARE FOUNDA is a small nonprofit in the Health Care sector that reported $214K in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $91K, a strong 42% operating margin.

Mission

THE FOUNDATION SUPPORTS THE DELIVERY OF HEALTH CARE TO THE RESIDENTS OF BEAR LAKE VALLEY. IT ALSO SUPPORTS THE FURTHERING OF HEALTH CARE EDUCATION AND ECONOMIC DEVELOPMENTS FOR THE VALLEY'S RESIDENTS BY SPONSORING HEALTH FAIRS, GRANTS TO THE HOSPITAL FOR MEDICAL EQUIPMENT, WELLNESS PROGRAMS AND ACTIVITIES, AND GRANTS TO VARIOUS ENTITIES TO HELP WITH ECONOMIC GROWTH.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $114,629

Program Service Revenue $0

Investment Income $11,326

Other Revenue $88,381

TOTAL REVENUE $214,336

Expense Breakdown

Grants Paid $122,039

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $123,705

Other Expenses $1,666

TOTAL EXPENSES $123,705

Year-over-Year Comparison

	2023	2022	Change
Revenue	$214,336	$151,801	+0.4%
Expenses	$123,705	$49,172	+1.5%
Net Income	$90,631	$102,629	-0.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTIE DECLARK	PRESIDENT	N/A	Director	$0	$0	$0
KATHY KIES	SECRETARY-TR	N/A	Officer Director	$0	$0	$0
CORIN EBORN	DIRECTOR	N/A	Director	$0	$0	$0
ANDREA WOOLSTENHULME	DIRECTOR	N/A	Director	$0	$0	$0
SHANE JOHNSON	EXECUTIVE DI	N/A	Officer	$0	$0	$0
LINDA ARNELL	DIRECTOR	N/A	Director	$0	$0	$0
LOTT CROCKETT	DIRECTOR	N/A	Director	$0	$0	$0
LARRY VILA	DIRECTOR	N/A	Director	$0	$0	$0
CASEY HUMPHREYS	DIRECTOR	N/A	Director	$0	$0	$0
JESSICA WHITAKER	DIRECTOR	N/A	Director	$0	$0	$0
TAMI LEONHARDT	DIRECTOR	N/A	Director	$0	$0	$0
SCOTT COOK	DIRECTOR	N/A	Director	$0	$0	$0
LISA HILLIER	DIRECTOR	N/A	Director	$0	$0	$0
TRECIA CRANE	DIRECTOR	N/A	Director	$0	$0	$0
WHITNEY BYTHEWAY	DIRECTOR	N/A	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
2024	$214,336	$123,705	$673,942	$90,631
2023	$151,801	$49,172	$554,032	$102,629
2022	$820,062	$1,928,277	$436,637	$-1,108,215
2021	$192,709	$82,108	$1,594,462	$110,601
2020	$811,526	$133,476	$1,482,646	$678,050
2019	$164,265	$44,507	$803,628	$119,758

BEAR LAKE VALLEY HEALTH CARE FOUNDA