FAMILY HEALTH WEST FOUNDATION (EIN 825487165) - 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

2018

Legal Domicile

Principal Officer

GLACIA PECK

Phone

9708582170

Tax Period

2023-01-01 to 2023-12-31

FAMILY HEALTH WEST FOUNDATION, founded in 2018, is a small nonprofit in the Health Care sector that reported $212K in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $68K, a strong 32% operating margin.

Mission

FAMILY HEALTH WEST FOUNDATION IS COMMITTED TO PROVIDING WHAT MATTERS MOST TO THOSE WE SERVE. THROUGH FINANCIAL SUPPORT WE PROVIDE RESOURCES THAT BRING WARM, COMPASSIONATE SERVICES TO MAKE EVERY PATIENT'S DAY A LITTLE BIT BETTER.

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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 $247,085

Program Service Revenue $0

Investment Income $480

Other Revenue $-35,722

TOTAL REVENUE $211,843

Expense Breakdown

Grants Paid $41,031

Salaries & Benefits $79,508

Fundraising Expenses $102,680

Program Expenses $41,031

Other Expenses $23,172

TOTAL EXPENSES $143,711

Year-over-Year Comparison

	2023	2022	Change
Revenue	$211,843	$284,546	-0.3%
Expenses	$143,711	$385,466	-0.6%
Net Income	$68,132	$-100,920	-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

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

$424,021

Total Directors

$258,867

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH BLAHA	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
ROB BURKEY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
TOM OLIVER	TREASURER	1.00	Officer Director	$0	$0	$0
DEBB FRANCIS	SECRETARY	1.00	Officer Director	$0	$0	$0
DIANE DILL	MEMBER	1.00	Director	$0	$7,182	$187,192
KELLEY GRIFFIN	MEMBER	1.00	Director	$0	$0	$0
JERRY HAMILTON	MEMBER	1.00	Director	$0	$0	$0
RANDALL MAY	MEMBER	1.00	Director	$0	$13,315	$71,675
LAUREN MELNICK	MEMBER (THRU 03/2023)	1.00	Director	$0	$0	$0
SERENE PINGEL	MEMBER	1.00	Director	$0	$0	$0
TYLER SKEEN	MEMBER	1.00	Director	$0	$0	$0
DR KORREY KLEIN	LVHA CEO	4.00	Officer	$0	$26,551	$363,129
GLACIA PECK	DIRECTOR	40.00	Officer	$0	$2,308	$60,892

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	No data	No data	No data	No data
2023	$211,843	$143,711	$375,327	$68,132
2022	$284,546	$385,466	$304,350	$-100,920
2021	$199,718	$233,472	$473,677	$-33,754
2020	$176,834	$146,526	$439,684	$30,308
2019	$240,480	$268,275	$419,607	$-27,795

FAMILY HEALTH WEST FOUNDATION