PEACEHEALTH ST JOHN MEDICAL CENTER… - Form 990 Financial Data

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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

1986

Legal Domicile

Principal Officer

PATRICIA PETERSON MD

Phone

3604147900

Tax Period

2024-07-01 to 2025-06-30

PEACEHEALTH ST JOHN MEDICAL CENTER FOUNDATION, founded in 1986, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.4M in total revenue in fiscal year 2024. Revenue surged 153% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 68% operating margin.

Mission

THE MISSION OF THE FOUNDATION IS TO SUPPORT PEACEHEALTH ST. JOHN MEDICAL CENTER, LOCATED IN LONGVIEW, WASHINGTON, BY SOLICITING, RECEIVING, MANAGING, ADMINISTERING AND DISTRIBUTING FUNDS OR OTHER GIFTS TO OR FOR THE BENEFIT OF PEACEHEALTH ST. JOHN MEDICAL CENTER.

Program Service Accomplishments

Program 1

Expenses: $767,998

TRANSFERS TO PEACEHEALTH ST. JOHN MEDICAL CENTER TO SUPPORT THEIR PROGRAM SERVICES.

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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 $2,100,713

Program Service Revenue $0

Investment Income $259,730

Other Revenue $87,228

TOTAL REVENUE $2,447,671

Expense Breakdown

Grants Paid $767,998

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $767,998

Other Expenses $10,918

TOTAL EXPENSES $778,916

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,447,671	$965,994	+1.5%
Expenses	$778,916	$628,979	+0.2%
Net Income	$1,668,755	$337,015	+4.0%

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

$220,246

Total Directors

$915,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAL LANTZ	PRESIDENT/GOVERNANCE CHAIR	1.00	Officer Director	$0	$0	$0
PATRICIA PJ PETERSON MD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CYNDI FAUBION	SECRETARY	1.00	Officer Director	$0	$0	$0
ANN WRIGHT	TREASURER/FINANCE CHAIR	1.00	Officer Director	$0	$0	$0
SEAN ATKINS	DIRECTOR	1.00	Director	$0	$0	$0
BILL BOEHM	DIRECTOR	1.00	Director	$0	$0	$0
GERRIE BOOTH	DIRECTOR	1.00	Director	$0	$0	$0
JORDAN BURNS	DIRECTOR	1.00	Director	$0	$0	$0
JEANE CONRAD	DIRECTOR	1.00	Director	$0	$0	$0
KEN CRAVEN	DIRECTOR	1.00	Director	$0	$0	$0
JACKIE EVANS	DIRECTOR	1.00	Director	$0	$0	$0
JOEL HANSON	DIRECTOR	1.00	Director	$0	$0	$0
BYRON HANSON MD	DIRECTOR	1.00	Director	$0	$0	$0
ANNE HAYES CSJP	DIRECTOR	1.00	Director	$0	$0	$0
SANDRA JUNKER	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH A LAUFER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MCNELLIS MD	DIRECTOR	1.00	Director	$0	$71,378	$572,182
DAVID MINTHORN	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN RODMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOSIE ROSA	DIRECTOR	1.00	Director	$0	$0	$0
KENDALL SAWA	DIRECTOR	1.00	Director	$0	$44,804	$343,018
MARC SILVA	DIRECTOR	1.00	Director	$0	$0	$0
AMY LEGGIO	EXECUTIVE DIRECTOR	40.00	Officer	$0	$15,177	$220,246

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	$2,447,671	$778,916	$8,817,432	$1,668,755
2024	$965,994	$628,979	$6,884,630	$337,015
2023	$2,254,186	$1,743,339	$6,168,603	$510,847
2022	$1,065,796	$642,995	$5,233,562	$422,801
2021	$1,065,261	$1,491,907	$6,327,285	$-426,646
2020	$904,696	$445,650	$6,723,423	$459,046
2019	$1,599,112	$1,721,431	$6,574,930	$-122,319

PEACEHEALTH ST JOHN MEDICAL CENTER FOUNDATION