URMC HEALTH FOUNDATION INC (EIN 830411781) - 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

JEFF TARRANT

Phone

7066478111

Tax Period

2023-01-01 to 2023-12-31

URMC HEALTH FOUNDATION INC, founded in 2004, is a small nonprofit in the Health Care sector that reported $470K in total revenue in fiscal year 2023. Revenue surged 141% from the prior year, signaling strong growth momentum. The organization ran a surplus of $422K, a strong 90% operating margin.

Mission

EXISTS TO AID, ASSIST AND SUPPORT THE MEDICAL, CHARITABLE AND EDUCATIONAL SERVICES OF UPSON REGIONAL MEDICAL CENTER.

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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 $60,757

Program Service Revenue $0

Investment Income $409,272

Other Revenue $0

TOTAL REVENUE $470,029

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $15

Other Expenses $48,203

TOTAL EXPENSES $48,203

Year-over-Year Comparison

	2023	2022	Change
Revenue	$470,029	$195,392	+1.4%
Expenses	$48,203	$50,626	0.0%
Net Income	$421,826	$144,766	+1.9%

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

$1,187,059

Total Directors

$491,309

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF TARRANT	HOSPITAL CEO	1.00	Officer	$0	$0	$774,726
BENJAMIN WILLIAMS MD	BOARD MEMBER	0.20	Director	$0	$14,688	$442,467
JOHN WILLIAMS	HOSPITAL CFO	1.00	Officer	$0	$16,303	$363,491
SAN SHORT	VICE PRESIDE	0.20	Officer Director	$0	$21,619	$48,842
MARK ANDREWS	BOARD MEMBER	0.20	Director	$0	$0	$0
SCOTT BLACKSTOCK	BOARD MEMBER	0.20	Director	$0	$0	$0
KENNY COGGINS	PRESIDENT	0.20	Officer Director	$0	$0	$0
JIM EDWARDS	BOARD MEMBER	0.20	Director	$0	$0	$0
KEN GASKINS	BOARD MEMBER	0.20	Director	$0	$0	$0
NEIL HIGHTOWER	BOARD MEMBER	0.20	Director	$0	$0	$0
WILLIAM HIGHTOWER IV	BOARD MEMBER	0.20	Director	$0	$0	$0
TED KANDLER	BOARD MEMBER	0.20	Director	$0	$0	$0
STEVE KEADLE	BOARD MEMBER	0.20	Director	$0	$0	$0
RALPH WARNOCK MD	BOARD MEMBER	0.20	Director	$0	$0	$0
KAY SEARCY	BOARD MEMBER	0.20	Director	$0	$0	$0
GREG SMITH	BOARD MEMBER	0.20	Director	$0	$0	$0
DANNY TATE	SECRETARY/TR	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
2024	No data	No data	No data	No data
2023	$470,029	$48,203	$7,161,371	$421,826
2022	$195,392	$50,626	$6,033,995	$144,766
2021	$1,202,121	$44,741	$7,277,399	$1,157,380
2020	$342,815	$159,332	$5,716,653	$183,483
2019	$370,715	$81,943	$5,138,051	$288,772
2018	$393,104	$26,923	$4,191,954	$366,181

URMC HEALTH FOUNDATION INC