THE HEALTH FOUNDATION FUND INC (EIN 043521743) - 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

2000

Legal Domicile

Principal Officer

AMIE SHEI PHD

Phone

5084380009

Tax Period

2024-01-01 to 2024-12-31

THE HEALTH FOUNDATION FUND INC, founded in 2000, is a micro nonprofit in the Health Care sector that reported $15K in total revenue in fiscal year 2024. Revenue fell 52% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $15K, a strong 99% operating margin.

Mission

TO SUPPORT THE PURPOSE AND MISSION OF ITS MEMBER, THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS, INC.

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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 $5,792

Program Service Revenue $0

Investment Income $2,416

Other Revenue $6,699

TOTAL REVENUE $14,907

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $93

TOTAL EXPENSES $93

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,907	$31,143	-0.5%
Expenses	$93	$9,727	-1.0%
Net Income	$14,814	$21,416	-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

$298,529

Total Directors

$298,529

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMIE SHEI PHD	PRESIDENT/C.E.O.	1.00	Officer Director	$0	$10,308	$298,529
DENNIS M DIMITRI MD FAAFP	CHAIRMAN	0.00	Officer Director	$0	$0	$0
TIMOTHY M BIBAUD JD	IMMEDIATE PAST CHAIR	0.00	Officer Director	$0	$0	$0
RANDALL V BECKER CPA MBA	TREASURER	0.00	Officer Director	$0	$0	$0
SEJAL M DAGA MD FAAFP	SECRETARY	0.00	Officer Director	$0	$0	$0
CHRISTINE L HAGER JD MPH	DIRECTOR	0.00	Director	$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
2024	$14,907	$93	$368,025	$14,814
2023	$31,143	$9,727	$335,405	$21,416
2022	$172,052	$403,089	$297,423	$-231,037
2021	$288,795	$115,736	$582,504	$173,059
2020	$57,950	$16,382	$363,339	$41,568
2019	$84,019	$54	$305,894	$83,965
2018	$35,269	$38,255	$213,912	$-2,986

THE HEALTH FOUNDATION FUND INC