WATERBURY HOSPITAL FOUNDATION (EIN 832947453) - 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

Formation Year

2019

Legal Domicile

Principal Officer

KATHY TAYLOR

Phone

2037531315

Tax Period

2024-01-01 to 2024-12-31

WATERBURY HOSPITAL FOUNDATION, founded in 2019, is a small nonprofit in the Health Care sector that reported $951K in total revenue in fiscal year 2024. Revenue fell 67% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $618K, a strong 65% operating margin.

Mission

FACILITATE EQUITABLE ACCESS TO HEALTHCARE SERVICES FOR THE GREATER WATERBURY COMMUNITY.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $258,207

Program Service Revenue $0

Investment Income $692,672

Other Revenue $0

TOTAL REVENUE $950,879

Expense Breakdown

Grants Paid $46,893

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $46,893

Other Expenses $286,445

TOTAL EXPENSES $333,338

Year-over-Year Comparison

	2024	2023	Change
Revenue	$950,879	$2,869,342	-0.7%
Expenses	$333,338	$266,723	+0.2%
Net Income	$617,541	$2,602,619	-0.8%

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

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

$440,371

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELLEN CARTER	CHAIR	1.00	Officer Director	$0	$0	$0
STEVEN SCHNEIDER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
AISLING MGUCKIN	SECRETARY	1.00	Officer Director	$0	$0	$0
TONI HIRST	TREASURER	1.00	Officer Director	$0	$0	$0
ALTHEA MARSHALL BROOKS	TRUSTEE	1.00	Director	$0	$0	$0
ELNER MORRELL	TRUSTEE	1.00	Director	$0	$0	$0
MARCIA TEJEDA	TRUSTEE	1.00	Director	$0	$0	$0
DANYTZA WARD	TRUSTEE	1.00	Director	$0	$0	$0
KATHY TAYLOR	PRESIDENT & CEO (AS OF 06/24)	1.00	Officer	$0	$27,454	$128,040
JULIE LOUGHRAN	PRESIDENT & CEO (UNTIL 06/24)	1.00	Officer	$0	$24,830	$144,729
BARBARA RYER	DIRECTOR OF FINANCE & ADMIN	1.00	Officer	$0	$22,176	$167,602

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	$950,879	$333,338	$17,294,309	$617,541
2023	$2,869,342	$266,723	$15,473,267	$2,602,619
2022	$234,145	$220,383	$10,652,733	$13,762
2021	$472,253	$220,684	$13,519,135	$251,569
2020	$12,292,987	$20,476	$12,422,299	$12,272,511

WATERBURY HOSPITAL FOUNDATION