KAWEAH DELTA HOSPICE FOUNDATION (EIN 942540273) - 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

1978

Legal Domicile

Principal Officer

MICHELLE DUCEY

Phone

5596242359

Tax Period

2024-07-01 to 2025-06-30

KAWEAH DELTA HOSPICE FOUNDATION, founded in 1978, is a small nonprofit in the Human Services sector that reported $418K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $379K left a modest 9% surplus.

Mission

TO SUPPORT QUALITY END-OF-LIFE CARE PROVIDED BY KAWEAH DELTA HOSPICE THROUGH FINANCIAL ASSISTANCE, COMMUNITY OUTREACH AND EDUCATION.

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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 $207,845

Program Service Revenue $0

Investment Income $125,737

Other Revenue $84,642

TOTAL REVENUE $418,224

Expense Breakdown

Grants Paid $335,079

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $358,330

Other Expenses $44,123

TOTAL EXPENSES $379,202

Year-over-Year Comparison

	2024	2023	Change
Revenue	$418,224	$471,215	-0.1%
Expenses	$379,202	$535,729	-0.3%
Net Income	$39,022	$-64,514	-1.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE DUCEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
BARBARA MAYEDA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SUSAN HARRELL	SECRETARY	1.00	Officer Director	$0	$0	$0
PAUL VERRISMO	TREASURER	1.00	Officer Director	$0	$0	$0
JENNY BENNETT	DIRECTOR (AS OF 01/25)	1.00	Director	$0	$0	$0
TAMARA BENNETT	DIRECTOR (AS OF 04/25)	1.00	Director	$0	$0	$0
MERRILYN BRADY	DIRECTOR	1.00	Director	$0	$0	$0
KIM CARSTENS	DIRECTOR	1.00	Director	$0	$0	$0
KELLY COOPER	DIRECTOR	1.00	Director	$0	$0	$0
MARY GRAY	DIRECTOR	1.00	Director	$0	$0	$0
JIM JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS MAURER	DIRECTOR (AS OF 04/25)	1.00	Director	$0	$0	$0
MARGARET MOHOLT	DIRECTOR	1.00	Director	$0	$0	$0
CAROL NICKEL	DIRECTOR	1.00	Director	$0	$0	$0
NANCY REIMER-WOOD	DIRECTOR	1.00	Director	$0	$0	$0
DONN RITTER	DIRECTOR	1.00	Director	$0	$0	$0
PAM RUTTER	DIRECTOR	1.00	Director	$0	$0	$0
NORMA SPALDING	DIRECTOR (FROM 10/24 TO 01/25)	1.00	Director	$0	$0	$0
TINA TETZ	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT URTECHO	DIRECTOR	1.00	Director	$0	$0	$0
DAVID ZARATE	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH WYNN	FOUNDATION DIRECTOR (THRU 02/25)	4.00	Officer	$0	$0	$0
BROOKE CARMAN	FOUNDATION DIRECTOR (AS OF 01/25)	8.00	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	$418,224	$379,202	$3,029,124	$39,022
2024	$471,215	$535,729	$2,873,711	$-64,514
2023	$398,096	$145,258	$2,782,295	$252,838
2022	$876,847	$201,366	$2,439,251	$675,481
2021	$173,701	$50,665	$2,225,988	$123,036
2020	$359,545	$99,025	$1,745,645	$260,520
2019	$123,867	$40,407	$1,469,920	$83,460
2018	$292,184	$148,009	$1,363,177	$144,175

KAWEAH DELTA HOSPICE FOUNDATION