PEACEHEALTH SACRED HEART MEDICAL CENTER FOUNDATION (EIN 936026548) - 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

1962

Legal Domicile

Principal Officer

SHANNA HUTTON

Phone

5412227100

Tax Period

2024-07-01 to 2025-06-30

PEACEHEALTH SACRED HEART MEDICAL CENTER FOUNDATION, founded in 1962, is a community nonprofit in the Health Care sector that reported $6.2M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.3M, a strong 37% operating margin.

Mission

TO IMPROVE THE HEALTH & LIVES OF COMMUNITY MEMBERS BY RAISING FUNDS & 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 $5,035,683

Program Service Revenue $0

Investment Income $1,093,848

Other Revenue $104,097

TOTAL REVENUE $6,233,628

Expense Breakdown

Grants Paid $3,706,752

Salaries & Benefits $0

Fundraising Expenses $116,575

Program Expenses $3,706,752

Other Expenses $226,953

TOTAL EXPENSES $3,933,705

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,233,628	$5,326,231	+0.2%
Expenses	$3,933,705	$4,513,348	-0.1%
Net Income	$2,299,923	$812,883	+1.8%

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

Total Directors

$3,062,428

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNA HUTTON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RONALD F NEUMANN	PRESIDENT	1.00	Officer Director	$0	$0	$0
MATTHEW SAYRE	SECRETARY	1.00	Officer Director	$0	$0	$0
ERIK C PARRISH	TREASURER	1.00	Officer Director	$0	$0	$0
DOUG T LEONARD	DIRECTOR	1.00	Director	$0	$0	$0
JEFFRY ELDER	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE MEADOR	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE M CROSS	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER SVIHUS	DIRECTOR	1.00	Director	$0	$25,126	$350,680
JON ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
COURTNEY GRIESEL	DIRECTOR	1.00	Director	$0	$0	$0
RYAN LEE	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN MODESTE	DIRECTOR	1.00	Director	$0	$14,176	$782,936
TINA GULDBERG	DIRECTOR	1.00	Director	$0	$0	$0
TERESA TERI GIUSTINA	DIRECTOR	1.00	Director	$0	$0	$0
SUDESHNA BANERJEE MD	DIRECTOR	1.00	Director	$0	$93,289	$1,050,918
JAMES MCGOVERN	DIRECTOR, CDO PEACEHEALTH	1.00	Director	$0	$60,754	$877,894
ANDREW STILTNER	DIRECTOR	1.00	Director	$0	$0	$0
PAM RUSSEL	VOL. GUILD PRES. (EX-OFFICIO)	1.00	Director	$0	$0	$0
THOMAS W DAVIS	DIRECTOR	1.00	Director	$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	$6,233,628	$3,933,705	$36,168,607	$2,299,923
2024	No data	No data	No data	No data
2023	$5,308,922	$4,454,499	$29,385,308	$854,423
2022	$4,061,860	$5,358,108	$26,877,837	$-1,296,248
2021	$3,540,349	$3,064,641	$32,385,356	$475,708
2020	$1,989,701	$10,726,877	$28,824,774	$-8,737,176
2019	$7,028,021	$2,840,992	$39,110,434	$4,187,029

PEACEHEALTH SACRED HEART MEDICAL CENTER FOUNDATION