Hospice of Marion County Foundation Inc (EIN 922461222) - 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

2022

Legal Domicile

Phone

3522915143

Tax Period

2023-10-01 to 2024-09-30

Hospice of Marion County Foundation Inc, founded in 2022, is a community nonprofit in the Health Care sector that reported $4.9M in total revenue in fiscal year 2023. Revenue surged 161% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.9M, a strong 59% operating margin.

Mission

TO SUPPORT HOSPICE OF MARION COUNTY, INC. WHICH PROVIDES CHARITABLE HOSPICE CARE, GRIEF AND BEREAVEMENT SERVICES AT NO CHARGE FOR ANYONE IN MARION COUNTY, DEMENTIA EDUCATION AND SUPPORT, VETERAN PROGRAMMING AND MORE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,434,789

Program Service Revenue $0

Investment Income $1,461,564

Other Revenue $245

TOTAL REVENUE $4,896,598

Expense Breakdown

Grants Paid $234,611

Salaries & Benefits $811,911

Fundraising Expenses $439,362

Program Expenses $1,417,979

Other Expenses $945,983

TOTAL EXPENSES $1,992,505

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,896,598	$1,879,368	+1.6%
Expenses	$1,992,505	$615,692	+2.2%
Net Income	$2,904,093	$1,263,676	+1.3%

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

Volunteers

500

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

$1,781,371

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CYNTHIA MOODY	EXECUTIVE DIRECTOR	1.0	Officer Director	$0	$0	$0
JEFFREY SAUEY	CHAIRMAN	1.0	Officer Director	$0	$0	$0
ADRIANNE RIVIERE	SUPPORT COORDINATOR	1.0	Director	$0	$0	$0
CHESTER WEBER	DIRECTOR	1.0	Director	$0	$0	$0
ED HALL	DIRECTOR	1.0	Director	$0	$0	$0
JAMES CHICKLO MD	DIRECTOR	1.0	Director	$0	$0	$0
CHRISTY HENDRICKS	EMPATH CHIEF LEGAL OFFICER	1.0	Officer	$0	$38,110	$418,963
JONATHAN FLEECE	EMPATH CEO/PRESIDENT	1.0	Officer	$0	$48,894	$876,727
SAIDA BOUHAMID	EMPATH CHIEF FINANCIAL OFFICER	1.0	Officer	$0	$38,556	$485,681

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	$4,896,598	$1,992,505	$17,726,724	$2,904,093
2023	$1,879,368	$615,692	$13,493,949	$1,263,676
2022	$1,879,368	$615,692	$13,493,949	$1,263,676

Hospice of Marion County Foundation Inc