Presbyterian Healthcare Foundation (EIN 856016041) - 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

1968

Legal Domicile

Phone

5059236101

Tax Period

2024-01-01 to 2024-12-31

Presbyterian Healthcare Foundation, founded in 1968, is a mid-sized nonprofit in the Health Care sector that reported $14.2M in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. Net assets of $132.6M represent 112 months of operating reserves.

Mission

RAISE AND STEWARD FUNDS NECESSARY TO IMPROVE HEALTH AND LIVES IN COMMUNITIES SERVED BY PRESBYTERIAN HEALTHCARE SERVICES, A 501(C)(3) ORGANIZATION, PROVIDING HEALTHCARE SERVICES TO COMMUNITIES IN NEW MEXICO.

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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 $8,095,625

Program Service Revenue $0

Investment Income $6,045,064

Other Revenue $40,538

TOTAL REVENUE $14,181,227

Expense Breakdown

Grants Paid $10,152,336

Salaries & Benefits $2,290,618

Fundraising Expenses $1,394,676

Program Expenses $10,472,871

Other Expenses $1,713,839

TOTAL EXPENSES $14,156,793

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,181,227	$9,914,179	+0.4%
Expenses	$14,156,793	$8,471,178	+0.7%
Net Income	$24,434	$1,443,001	-1.0%

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

260

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

$501,534

Total Directors

$3,644,666

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HELEN GREVEY	DIRECTOR / SECRETARY	1.0	Officer Director	$0	$0	$0
JOHN ROCHESTER	DIRECTOR, CHAIR ELECT	1.0	Officer Director	$0	$0	$0
SCOTTIE PIERCE PHD	DIRECTOR, CHAIR	1.0	Officer Director	$0	$0	$0
TREVOR HATCHELL	DIRECTOR, TREASURER	1.0	Officer Director	$0	$0	$0
AMIT GARG MD	DIRECTOR	1.0	Director	$0	$34,366	$2,188,823
ANDREW BACA	DIRECTOR	1.0	Director	$0	$0	$0
GARY NIEDERMEIER	DIRECTOR	1.0	Director	$0	$0	$0
GLEN DELANEY MD	DIRECTOR	1.0	Director	$0	$0	$0
J CARLOS GARCIA	DIRECTOR (TERM: 12/31/2024)	1.0	Director	$0	$0	$0
JERON CAMPBELL EDLD	DIRECTOR	1.0	Director	$0	$0	$0
KATE DIMOCK	DIRECTOR	1.0	Director	$0	$0	$0
LAUREN M CATES	EX-OFFICIO DIRECTOR	1.0	Director	$0	$137,828	$1,445,843
LINDA WEIL	DIRECTOR	1.0	Director	$0	$0	$0
LORETTA TRAVELI	EX-OFFICIO DIRECTOR	1.0	Director	$0	$0	$0
MARK FIDEL	DIRECTOR	1.0	Director	$0	$0	$0
MICHAEL M SILVA JR	DIRECTOR	1.0	Director	$0	$0	$0
MOLLY BACHECHI	DIRECTOR (TERM: 07/08/2024)	1.0	Director	$0	$0	$0
NORMAN BECKER	DIRECTOR, EX OFFICIO	1.0	Director	$0	$0	$10,000
RICHARD REIF	DIRECTOR	1.0	Director	$0	$0	$0
ROYALE DA	DIRECTOR	1.0	Director	$0	$0	$0
RUTH HUNING-GONZALES	DIRECTOR (TERM: 05/13/2024)	1.0	Director	$0	$0	$0
SHELLY STEPENASKIE MD	DIRECTOR (TERM: 05/23/2024)	1.0	Director	$0	$0	$0
STEPHANIE GEHRES MD	DIRECTOR (TERM: 12/31/2024)	1.0	Director	$0	$0	$0
STEVEN M NAKAMURA	DIRECTOR (TERM: 09/13/2024)	1.0	Director	$0	$0	$0
TERESA HARTNETT	DIRECTOR	1.0	Director	$0	$0	$0
TODD SICKLES	DIRECTOR (TERM: 06/26/2024)	1.0	Director	$0	$0	$0
V SUE CLEVELAND EDD	DIRECTOR, PAST CHAIR	1.0	Director	$0	$0	$0
RICHARD SCOTT	PRESIDENT	40.0	Officer	$0	$54,577	$501,534

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	$14,181,227	$14,156,793	$134,752,867	$24,434
2023	$9,914,179	$8,471,178	$128,867,601	$1,443,001
2022	$7,016,936	$11,929,691	$121,113,337	$-4,912,755
2021	$16,177,459	$7,219,905	$137,827,322	$8,957,554
2020	$12,898,262	$6,525,222	$121,777,890	$6,373,040
2019	$9,309,231	$6,903,432	$110,386,677	$2,405,799
2018	$11,640,307	$5,251,873	$97,454,424	$6,388,434

Presbyterian Healthcare Foundation