SOUTHWEST MEMORIAL HOSPITAL FOUNDATION INC (EIN 841200460) - 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

1985

Legal Domicile

Principal Officer

Dr Karla Demby

Phone

9705656666

Tax Period

2025-01-01 to 2025-12-31

SOUTHWEST MEMORIAL HOSPITAL FOUNDATION INC, founded in 1985, is a small nonprofit in the Health Care sector that reported $272K in total revenue in fiscal year 2025. Revenue surged 93% from the prior year, signaling strong growth momentum. The organization ran a surplus of $93K, a strong 34% operating margin.

Mission

Support and benefit the Southwest Health System.

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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 (2025)

Revenue Breakdown

Contributions & Grants $269,140

Program Service Revenue $0

Investment Income $3,222

Other Revenue $0

TOTAL REVENUE $272,362

Expense Breakdown

Grants Paid $171,257

Salaries & Benefits $0

Fundraising Expenses $3,788

Program Expenses $171,327

Other Expenses $8,551

TOTAL EXPENSES $179,808

Year-over-Year Comparison

	2025	2024	Change
Revenue	$272,362	$141,468	+0.9%
Expenses	$179,808	$156,182	+0.2%
Net Income	$92,554	$-14,714	-7.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Karla Demby	President	5.00	Officer Director	$0	$0	$0
Joe Theine	Vice President	5.00	Officer Director	$0	$0	$0
Jaycee Hart	Director	1.00	Director	$0	$0	$0
Jeanne Becker	Director	1.00	Director	$0	$0	$0
Gina Hernandez	Director	1.00	Director	$0	$0	$0
Austan Koller	Treasurer	5.00	Officer Director	$0	$0	$0
Trent Woods	Director	1.00	Director	$0	$0	$0
Molly Greenlee	Secretary	1.00	Officer Director	$0	$0	$0
Bob Ower	Director	1.00	Director	$0	$0	$0
Mary Dodd	Director	1.00	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	$272,362	$179,808	$300,711	$92,554
2024	$141,468	$156,182	$196,613	$-14,714

SOUTHWEST MEMORIAL HOSPITAL FOUNDATION INC