OZARK HEALTH FOUNDATION (EIN 861078345) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Phone

5017457004

Tax Period

2023-07-01 to 2024-06-30

OZARK HEALTH FOUNDATION, founded in 2002, is a small nonprofit in the Health Care sector that reported $231K in total revenue in fiscal year 2017. Revenue decreased 15% compared to the prior year. Expenses of $201K left a modest 13% surplus.

Mission

TO PROVIDE ASSISTANCE AND FURTHER THE PURPOSE OF OZARK HEALTH, INC.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $167,166

Program Service Revenue $0

Investment Income $18,123

Other Revenue $0

TOTAL REVENUE $185,289

Expense Breakdown

Grants Paid $10,785

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,872

Other Expenses $61,415

TOTAL EXPENSES $72,200

Year-over-Year Comparison

	2023	2022	Change
Revenue	$185,289	$213,354	-0.1%
Expenses	$72,200	$240,671	-0.7%
Net Income	$113,089	$-27,317	-5.1%

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
FRED HERMAN	Treasurer	1.00	Officer Director	$0	$0	$0
NICHOLE CLARK APRN	Director	1.00	Director	$0	$0	$0
CHERYL SMITH	Director	1.00	Director	$0	$0	$0
RITA BINTLIFF	Director	1.00	Director	$0	$0	$0
MARY JO BURNLEY	Vice President	1.00	Officer Director	$0	$0	$0
MARLA VEST	Director	1.00	Director	$0	$0	$0
RHONDA DAVIS	Director	1.00	Director	$0	$0	$0
SUNNY HARGIS	Director	1.00	Director	$0	$0	$0
KRISTI KING	Director	1.00	Director	$0	$0	$0
BILL IOUP	President	1.00	Officer Director	$0	$0	$0
VONDA CROCKER	Director	1.00	Director	$0	$0	$0
EDNA PROSSER	Secretary	1.00	Officer Director	$0	$0	$0
GLENDA STAGG	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	No data	No data	No data	No data
2024	$185,289	$72,200	$544,316	$113,089
2023	$213,354	$240,671	$431,227	$-27,317
2022	$168,762	$158,257	$458,544	$10,505
2021	$131,196	$61,496	$448,039	$69,700
2020	$57,245	$50,557	$378,339	$6,688
2019	$117,375	$128,672	$371,651	$-11,297
2018	$231,430	$201,285	$382,948	$30,145

OZARK HEALTH FOUNDATION