PEACEHEALTH SOUTHWEST MEDICAL CENTER FOUNDATION (EIN 911231436) - 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

1983

Legal Domicile

Principal Officer

RICHARD E TAKACH

Phone

3605143106

Tax Period

2024-07-01 to 2025-06-30

PEACEHEALTH SOUTHWEST MEDICAL CENTER FOUNDATION, founded in 1983, is a mid-sized nonprofit in the Health Care sector that reported $15.6M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $14.0M left a modest 10% surplus.

Mission

TO IMPROVE THE HEALTH AND LIVES OF COMMUNITY MEMBERS BY PROVIDING CHARITABLE SUPPORT.

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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 $14,683,640

Program Service Revenue $0

Investment Income $956,053

Other Revenue $0

TOTAL REVENUE $15,639,693

Expense Breakdown

Grants Paid $13,948,167

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,948,167

Other Expenses $98,736

TOTAL EXPENSES $14,046,903

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,639,693	$12,752,195	+0.2%
Expenses	$14,046,903	$13,097,948	+0.1%
Net Income	$1,592,790	$-345,753	-5.6%

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

$338,434

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD E TAKACH	PRESIDENT	1.00	Officer Director	$0	$0	$0
IVY TIMPE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BILL C DUDLEY	SECRETARY	1.00	Officer Director	$0	$0	$0
RISA OLSEN	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID NIERENBERG	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS D HAYES	DIRECTOR	1.00	Director	$0	$0	$0
JANIS M WYATT	DIRECTOR	1.00	Director	$0	$0	$0
JOHN M REIERSGAARD	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH M KORTUM	DIRECTOR	1.00	Director	$0	$0	$0
MELANIE M FAIN	DIRECTOR	1.00	Director	$0	$0	$0
NICKI L WANN	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK J GINN	DIRECTOR	1.00	Director	$0	$0	$0
PATTY KELLER	DIRECTOR	1.00	Director	$0	$0	$0
MARK S MARTEL	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE B DURST	DIRECTOR	1.00	Director	$0	$0	$0
SANDFORD B PLANT	DIRECTOR	1.00	Director	$0	$0	$0
JO MARIE HANSEN	DIRECTOR	1.00	Director	$0	$0	$0
ALBERT SCHLOTFELDT	DIRECTOR	1.00	Director	$0	$0	$0
KESS ROMANO	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN A CORWIN	DIRECTOR	1.00	Director	$0	$0	$0
KAREN SANTANGELO	CHIEF PHILANTHROPY OFFICER	1.00	Officer	$0	$66,003	$338,434

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	$15,639,693	$14,046,903	$51,971,082	$1,592,790
2024	$12,752,195	$13,097,948	$48,616,567	$-345,753
2023	$7,541,415	$11,340,048	$47,383,385	$-3,798,633
2022	$23,865,157	$4,917,079	$49,855,151	$18,948,078
2021	$7,442,904	$5,051,743	$33,788,075	$2,391,161
2020	$4,987,805	$2,429,379	$29,841,638	$2,558,426
2019	$4,634,384	$6,574,578	$26,638,789	$-1,940,194
2018	$6,179,932	$2,564,223	$29,058,111	$3,615,709

PEACEHEALTH SOUTHWEST MEDICAL CENTER FOUNDATION