Bay Health Plan

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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

2001

Legal Domicile

Phone

9898954008

Tax Period

2017-10-01 to 2018-09-30

Bay Health Plan, founded in 2001, is a micro nonprofit that reported $63K in total revenue in fiscal year 2017. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $396K exceeded revenue, resulting in a 532% operating deficit.

Mission

To ensure the delivery of basic preventative health care to low income persons

Program Service Accomplishments

Program 1

Expenses: $142,692 Revenue: $27,407

To ensure the delivery of basic preventative health care to low income persons

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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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $27,407

Investment Income $15,073

Other Revenue $20,132

TOTAL REVENUE $62,612

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $142,692

Other Expenses $395,658

TOTAL EXPENSES $395,658

Year-over-Year Comparison

	2017	2016	Change
Revenue	$62,612	$185,597	-0.7%
Expenses	$395,658	$433,229	-0.1%
Net Income	$-333,046	$-247,632	+0.3%

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

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
Joyce Hardy	Director	0.00	Director	$0	$0	$0
Joel Strasz	Chairman	0.00	Director	$0	$0	$0
Donna Stuart	Director	0.00	Director	$0	$0	$0
Kim Bejcek	Director	0.00	Director	$0	$0	$0
Ken Streeter	Treasurer	0.00	Director	$0	$0	$0
Sandy Shutt	Director	0.00	Director	$0	$0	$0
Beth Roszatycki	Director	0.00	Director	$0	$0	$0
Danielle Jacks-Porter	Director	0.00	Director	$0	$0	$0
Barbara MacGregor	Executive Dir.	16.00	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
2018	$62,612	$395,658	$702,332	$-333,046