Barton Memorial Hospital Foundation (EIN 880268799) - 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

1990

Legal Domicile

Principal Officer

Kelly Neiger

Phone

5305435612

Tax Period

2024-01-01 to 2024-12-31

Barton Memorial Hospital Foundation, founded in 1990, is a small nonprofit in the Health Care sector that reported $720K in total revenue in fiscal year 2024. Revenue surged 179% from the prior year, signaling strong growth momentum. The organization ran a surplus of $451K, a strong 63% operating margin.

Mission

Inspiring philanthropy for the health of our community.

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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 $237,052

Program Service Revenue $0

Investment Income $482,517

Other Revenue $0

TOTAL REVENUE $719,569

Expense Breakdown

Grants Paid $29,193

Salaries & Benefits $0

Fundraising Expenses $133,919

Program Expenses $39,873

Other Expenses $239,410

TOTAL EXPENSES $268,603

Year-over-Year Comparison

	2024	2023	Change
Revenue	$719,569	$257,782	+1.8%
Expenses	$268,603	$720,204	-0.6%
Net Income	$450,966	$-462,422	-2.0%

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

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

$315,445

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Abby Killebrew	Chair	1.00	Officer Director	$0	$0	$0
Patrick Fry	Vice Chair	1.00	Officer Director	$0	$0	$0
Stefan Schunk MD	Trustee	1.00	Director	$0	$0	$0
Shawn Anderson	Trustee	1.00	Director	$0	$0	$0
Kathryn Biasotti	Trustee	1.00	Director	$0	$0	$0
Kirk Ledbetter	Trustee	1.00	Director	$0	$0	$0
Sherry Mlynsky	Secretary/Treasurer	1.00	Director	$0	$0	$0
Jeff Rahbeck	Trustee	1.00	Director	$0	$0	$0
Scott Weavil	Trustee	1.00	Director	$0	$0	$0
Jonathon Cefalu	Trustee (As of 5/24)	1.00	Director	$0	$0	$0
Peter DiGrande MD	Trustee (As of 5/24)	1.00	Director	$0	$0	$0
Wendy David	Trustee (Until 5/24)	1.00	Director	$0	$0	$0
Baghdassar Pat Baghdikian MD	Trustee (Until 5/24)	1.00	Director	$0	$0	$0
Christopher Kiser	Director of Foundation	40.00	Officer	$0	$54,689	$315,445

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	$719,569	$268,603	$11,053,038	$450,966
2023	$257,782	$720,204	$10,005,074	$-462,422
2022	$44,769	$595,586	$9,073,847	$-550,817
2021	$3,515,848	$1,088,741	$11,069,064	$2,427,107
2020	$1,088,157	$1,003,319	$10,252,149	$84,838
2019	$1,309,772	$1,627,290	$8,936,291	$-317,518
2018	$1,494,789	$5,829,877	$8,290,632	$-4,335,088

Barton Memorial Hospital Foundation