Onpoint Health Data (EIN 010349706) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

James Harrison

Phone

2074300658

Tax Period

2023-10-01 to 2024-09-30

Onpoint Health Data is a 501(c)(3) with EIN 010349706, based in Portland, ME. Founded in 1976, the organization files IRS Form 990 and reported its most recent data for fiscal year 2023. In that period, it reported $25,371,480 in total revenue and $18,533,171 in total expenses, with net assets of $22,364,183.

Mission

Onpoint Health Data delivers independent, reliable, and insightful health data solutions to clients nationwide.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $24,892,817

Investment Income $478,663

Other Revenue $0

TOTAL REVENUE $25,371,480

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,972,948

Fundraising Expenses $0

Program Expenses $16,761,244

Other Expenses $7,560,223

TOTAL EXPENSES $18,533,171

Year-over-Year Comparison

	2023	2022	Change
Revenue	$25,371,480	$19,515,655	+0.3%
Expenses	$18,533,171	$15,016,294	+0.2%
Net Income	$6,838,309	$4,499,361	+0.5%

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

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

$951,638

Total Directors

$632,603

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Harrison	President and CEO	41.00	Officer Director	$569,658	$62,945	$632,603
Erin Fuse Brown	Director	1.00	Director	$0	$0	$0
Deb Deatrick	Director	1.00	Director	$0	$0	$0
Patrick Gerdes	Director	1.00	Director	$0	$0	$0
Elizabeth Johnson MD	Director	1.00	Director	$0	$0	$0
Joshua Liao MD	Director	1.00	Director	$0	$0	$0
Greg McCarthy	Director	1.00	Director	$0	$0	$0
Scott Rusk MD	Director	1.00	Director	$0	$0	$0
Bill Whitmore	Director	1.00	Director	$0	$0	$0
Jeff Yuan	Director	1.00	Director	$0	$0	$0
Anneliese Gerland	Chair	1.00	Officer Director	$0	$0	$0
Rachel Block	Vice Chair	1.00	Officer Director	$0	$0	$0
Beth Virnig PhD MPH	Treasurer	1.00	Officer Director	$0	$0	$0
Maureen Conley	Secretary	1.00	Officer Director	$0	$0	$0
Benjamin Parks-Stamm	Chief Financial Officer	41.00	Officer	$302,427	$16,608	$319,035
Joanna Duncan	Chief Operating Officer	40.00	Highest	$318,140	$27,873	$346,013
Janice Bourgault	Senior Director of Process & Product Development	40.00	Highest	$238,513	$34,997	$273,510
Shuan Mahmoodi	Principal Systems developer	40.00	Highest	$233,708	$20,865	$254,573
Jeffrey Spaulding	Director of Communications	40.00	Highest	$216,849	$21,549	$238,398
Devon Holgate	Chief Technology Officer	40.00	Highest	$221,651	$13,752	$235,403

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	$25,371,480	$18,533,171	$29,708,833	$6,838,309
2023	$19,515,655	$15,016,294	$17,325,906	$4,499,361
2022	$14,607,662	$11,526,134	$11,692,913	$3,081,528
2021	$11,148,427	$9,977,992	$8,393,723	$1,170,435
2020	$9,571,713	$9,053,811	$7,745,775	$517,902
2019	$9,247,540	$8,103,870	$6,371,022	$1,143,670
2018	$9,325,735	$7,988,756	$5,185,510	$1,336,979

Onpoint Health Data