ZUFALL HEALTH FOUNDATION INC (EIN 851152298) - 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

2020

Legal Domicile

Principal Officer

FRANCES PALM

Phone

9733289100

Tax Period

2023-01-01 to 2023-12-31

ZUFALL HEALTH FOUNDATION INC, founded in 2020, is a small nonprofit in the Health Care sector that reported $561K in total revenue in fiscal year 2023. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $350K, a strong 62% operating margin.

Mission

TO RAISE FUNDS TO SUPPORT THE CHARITABLE PURPOSE OF ZUFALL HEALTH CENTER, INC.; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION.

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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 $560,067

Program Service Revenue $0

Investment Income $24,973

Other Revenue $-24,481

TOTAL REVENUE $560,559

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $210,237

Program Expenses $0

Other Expenses $210,237

TOTAL EXPENSES $210,237

Year-over-Year Comparison

	2023	2022	Change
Revenue	$560,559	$377,388	+0.5%
Expenses	$210,237	$183,261	+0.1%
Net Income	$350,322	$194,127	+0.8%

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

$657,469

Total Directors

$471,426

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER M BEBEL MBA	TREASURER - TRUSTEE	40.0	Officer Director	$0	$50,290	$262,204
EVA TURBINER MA	SECRETARY - TRUSTEE	40.0	Officer Director	$0	$32,147	$209,222
SHADE W CRONAN	FOUNDATION DIRECTOR	40.0	Officer	$0	$20,174	$186,043
WILLIAM SHULER	PRESIDENT - TRUSTEE	1.0	Officer Director	$0	$0	$0
JEANNE HORSEY MSN	TRUSTEE	1.0	Director	$0	$0	$0
BARRY RABNER MPA	TRUSTEE	1.0	Director	$0	$0	$0
PETER WOLFSON JD	TRUSTEE	1.0	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	$560,559	$210,237	$1,207,109	$350,322
2022	$377,388	$183,261	$658,929	$194,127
2021	$230,614	$231,702	$322,604	$-1,088

ZUFALL HEALTH FOUNDATION INC