Fishing Partnership Health Plan Corporation (EIN 043436352) - 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

1998

Legal Domicile

Principal Officer

John Bartlett Jr

Phone

6179283443

Tax Period

2023-10-01 to 2024-09-30

Fishing Partnership Health Plan Corporation, founded in 1998, is a community nonprofit in the Health Care sector that reported $4.7M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

The mission of the Fishing Partnership is to improve the health, safety, and economic security of fishing families and communities. We reach the underserved fishing community, engage members through community health navigation and provide access to services, education, and advocacy. We bring value to our members and to our funders by enhancing member care and improving their health while reducing the associated costs.

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,505,881

Program Service Revenue $230,388

Investment Income $7,512

Other Revenue $0

TOTAL REVENUE $4,743,781

Expense Breakdown

Grants Paid $4,606

Salaries & Benefits $2,726,027

Fundraising Expenses $64,978

Program Expenses $3,926,455

Other Expenses $2,086,975

TOTAL EXPENSES $4,817,608

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,743,781	$4,132,272	+0.1%
Expenses	$4,817,608	$4,180,156	+0.2%
Net Income	$-73,827	$-47,884	+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

$213,344

Total Directors

$122,798

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Angela Sanfilippo	Vice President	40.00	Director	$120,095	$2,703	$122,798
Steven Tringale	Chair	2.00	Officer Director	$0	$0	$0
Carmel Shachar JD MPH	Treasurer	2.00	Officer Director	$0	$0	$0
Julie A Rosen	Clerk	2.00	Officer Director	$0	$0	$0
James Kendall	Director	1.00	Director	$0	$0	$0
Anne L Levine MEd MBA	Director	1.00	Director	$0	$0	$0
John C Prescott Jr Esq	Director	1.00	Director	$0	$0	$0
Graham Shalgian	Director	1.00	Director	$0	$0	$0
Peggy L Slasman	Director	1.00	Director	$0	$0	$0
John Bartlett Jr	President	40.00	Officer	$185,000	$28,344	$213,344
Daniel Orchard	Vice President	40.00	Highest	$159,292	$949	$160,241
Alexandra Athos	Vice President	40.00	Highest	$122,057	$19,331	$141,388
Heidi Sulman	Vice President	40.00	Highest	$110,597	$28,266	$138,863
Winton Jansen	Vice President	40.00	Highest	$102,115	$939	$103,054

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	$4,743,781	$4,817,608	$1,899,222	$-73,827
2023	$4,132,272	$4,180,156	$1,599,484	$-47,884
2022	$3,627,152	$3,677,046	$1,476,369	$-49,894
2022	$3,627,152	$3,681,802	$1,462,497	$-54,650
2021	$3,394,426	$3,466,945	$1,468,347	$-72,519
2020	$2,364,566	$2,709,992	$1,599,298	$-345,426
2019	$2,197,027	$2,366,999	$1,750,276	$-169,972
2018	$1,411,282	$2,400,879	$1,902,114	$-989,597

Fishing Partnership Health Plan Corporation