HARVARD PILGRIM HEALTH CARE FOUNDATION INC (EIN 042708004) - 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

1980

Legal Domicile

Principal Officer

NORA MORENO CARGIE

Phone

7812636000

Tax Period

2022-01-01 to 2022-01-01

Mission

THE ORGANIZATION SUPPORTS HARVARD PILGRIM HEALTH CARE, INC.'S MISSION TO IMPROVE THE QUALITY AND VALUE OF HEALTH CARE FOR THE PEOPLE AND COMMUNITIES SERVED.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2021	2020	Change
Revenue	N/A	$1,008,171	-1.0%
Expenses	N/A	$5,582,390	-1.0%
Net Income	N/A	$-4,574,219	N/A

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
Cain Hayes	CEO	2.5	Director	$0	$0	$0
Kristin Lewis	Chief GA Officer	2.5	Director	$0	$0	$0
Nora Moreno Cargie	Pres Fnd & VP	25.0	Officer Director	$0	$0	$0
Heidi Brooks	Director	1.0	Director	$0	$0	$0
Martin Cohen	Director	1.0	Director	$0	$0	$0
Len Fishman	Director	1.0	Director	$0	$0	$0
Nancy Garrabrants	Director	1.0	Director	$0	$0	$0
Robert Lewis Jr	Director	1.0	Director	$0	$0	$0
Benjamin Perkins	Director	1.0	Director	$0	$0	$0
Bertram L Scott	Director, Co-Chair	1.0	Officer Director	$0	$0	$0
Greg Shell	Director, Co-Chair	1.0	Officer Director	$0	$0	$0
Jo Ann Simons	Director	1.0	Director	$0	$0	$0
Mary Skelton Roberts	Director	1.0	Director	$0	$0	$0
Charlotte Golar Richie	Director	1.0	Director	$0	$0	$0
Roland Price	Treasurer	2.5	Officer	$0	$0	$0
Natalie MacLean Leino	Clerk/Secretary	25.0	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
2022	No data	No data	No data	No data
2021	$1,008,171	$5,582,390	$2,272,182	$-4,574,219
2020	$7,977,163	$13,038,340	$7,219,205	$-5,061,177
2019	$6,622,896	$6,823,778	$13,366,573	$-200,882
2018	$14,410,795	$5,912,097	$11,603,971	$8,498,698

HARVARD PILGRIM HEALTH CARE FOUNDATION INC