Western Health Foundation (EIN 850349559) - 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

1986

Legal Domicile

Principal Officer

DON SMITHBURG

Phone

5058637000

Tax Period

2020-01-01 to 2020-12-31

Western Health Foundation, founded in 1986, is a small nonprofit that reported $270K in total revenue in fiscal year 2020. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $611K exceeded revenue, resulting in a 126% operating deficit.

Mission

THE PURPOSE IS TO SERVE AS GOODWILL AMBASSADORS TO THE COMMUNITY AND TO SUPPORT RMCHCS IN PROVIDING QUALITY HEALTHCARE CLOSE TO HOME.

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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 (2020)

Revenue Breakdown

Contributions & Grants $269,295

Program Service Revenue $0

Investment Income $1,113

Other Revenue $0

TOTAL REVENUE $270,408

Expense Breakdown

Grants Paid $454,721

Salaries & Benefits $0

Fundraising Expenses $1,822

Program Expenses $609,266

Other Expenses $156,367

TOTAL EXPENSES $611,088

Year-over-Year Comparison

	2020	2019	Change
Revenue	$270,408	$612,337	-0.6%
Expenses	$611,088	$480,831	+0.3%
Net Income	$-340,680	$131,506	-3.6%

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

$415,808

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY BEVIER	CFO, START: 04/20	1.0	Officer	$0	$9,243	$194,820
INA BURMEISTER	EXECUTIVE DIRECTOR	20.0	Officer	$0	$10,321	$110,514
Jay Hodges	CFO	1.0	Officer	$0	$0	$110,474
JAMES JAY MASON	CHAIRMAN	1.0	Officer Director	$0	$0	$0
REX LEE JIM	VICE CHAIRMAN	1.0	Officer Director	$0	$0	$0
JOHN DOWLING	SECRETARY-TREASURER	1.0	Officer Director	$0	$0	$0
dr THOMAS CARMANY	former chairman	1.0	Director	$0	$0	$0
ALICE PEREZ	DIRECTOR	1.0	Director	$0	$0	$0
DR SONYA SHIN	DIRECTOR	1.0	Director	$0	$0	$0
EMERSON TOLEDO	DIRECTOR	1.0	Director	$0	$0	$0
Dr John Ratmeyer	DIRECTOR	1.0	Director	$0	$0	$0
DON SMITHBURG	CEO, START: 10/20	1.0	Officer	$0	$0	$0
David Conejo	CEO end: 06/20	10.0	Officer	$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
2020	$270,408	$611,088	$572,799	$-340,680
2019	$612,337	$480,831	$913,479	$131,506
2018	$524,335	$186,525	$781,973	$337,810

Western Health Foundation