PRESBYTERIAN MEDICAL SERVICES FOUNDATION INC (EIN 850435792) - 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

1996

Legal Domicile

Principal Officer

STEVE HANSEN

Phone

5059920618

Tax Period

2024-01-01 to 2024-12-31

PRESBYTERIAN MEDICAL SERVICES FOUNDATION INC, founded in 1996, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $94K in total revenue in fiscal year 2024. Revenue fell 75% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $43K, a strong 46% operating margin.

Mission

THE FOUNDATION'S PURPOSE IS TO CONDUCT ACTIVITIES AND OPERATE IN A MANNER DESIGNED OR INTENDED TO FACILITATE AND SUPPORT IN ALL RESPECTS THE PROGRAMS OF PRESBYTERIAN MEDICAL SERVICES. THE FOUNDATION WAS ORGANIZED TO RECEIVE, HOLD, INVEST, AND ADMINISTER FUNDS AND PROPERTY,AND TO MAKE EXPENDITURES TO AND FOR THE BENEFIT OF THE HEALTH CENTERS AND MEDICAL PROGRAMS SPONSORED BY PRESBYTERIAN MEDICAL SERVICES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,123

Program Service Revenue $0

Investment Income $90,663

Other Revenue $0

TOTAL REVENUE $93,786

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,401

Fundraising Expenses $5,223

Program Expenses $30,157

Other Expenses $30,157

TOTAL EXPENSES $50,781

Year-over-Year Comparison

	2024	2023	Change
Revenue	$93,786	$369,860	-0.7%
Expenses	$50,781	$52,763	0.0%
Net Income	$43,005	$317,097	-0.9%

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

N/A

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

$1,161,564

Total Directors

$1,161,564

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE P MARTINEZ	BOARD MEMBER	5.00	Officer Director	$0	$54,647	$466,019
STEVE C HANSEN	BOARD MEMBER	2.50	Officer Director	$0	$76,088	$695,545
SUSAN SMITH	BOARD MEMBER	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
2024	$93,786	$50,781	$3,481,917	$43,005
2023	$369,860	$52,763	$3,233,782	$317,097
2022	$1,716,277	$308,308	$2,853,216	$1,407,969
2021	$205,844	$104,237	$6,167,807	$101,607
2020	$127,350	$99,970	$5,964,561	$27,380
2019	$210,521	$87,863	$5,694,491	$122,658
2018	$127,525	$136,526	$5,137,075	$-9,001

PRESBYTERIAN MEDICAL SERVICES FOUNDATION INC