Lower Umpqua Hospital Foundation

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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

1982

Legal Domicile

Phone

5412712171

Tax Period

2025-01-01 to 2025-12-31

Lower Umpqua Hospital Foundation, founded in 1982, is a small nonprofit in the Health Care sector that reported $535K in total revenue in fiscal year 2025. The organization ran a surplus of $212K, a strong 40% operating margin.

Mission

Promoting the priorities and goals of Lower Umpqua Hospital District, the health of its patients, and those organizations which advance the health-related priorities and goals of the Health District.

Program Service Accomplishments

Program 1

Expenses: $313,645

Purchase Medical equipment for Hospital. Provide scholarships for healthcare fields.

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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 (2025)

Revenue Breakdown

Contributions & Grants $523,220

Program Service Revenue $0

Investment Income $12,075

Other Revenue $0

TOTAL REVENUE $535,295

Expense Breakdown

Grants Paid $313,645

Salaries & Benefits $0

Fundraising Expenses $3,209

Program Expenses $313,645

Other Expenses $9,594

TOTAL EXPENSES $323,239

Year-over-Year Comparison

	2025	2024	Change
Revenue	$535,295	N/A	N/A
Expenses	$323,239	N/A	N/A
Net Income	$212,056	N/A	N/A

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

N/A

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
Ron Kreskey	Trustee	1.00	Director	$0	$0	$0
John Paul III	Trustee	1.00	Director	$0	$0	$0
Jason Sargent	Trustee	1.00	Director	$0	$0	$0
Michelle Petrofes Jr	Trustee	1.00	Director	$0	$0	$0
Sheri Wall	Trustee	1.00	Director	$0	$0	$0
Kaley Sweet	President	4.00	Officer	$0	$0	$0
Kenneth Landau	Secretary Treasurer	3.00	Officer	$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	$535,295	$323,239	$643,888	$212,056