CITIZENS GENERAL HEALTH FOUNDATION (EIN 043684473) - 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

2002

Legal Domicile

Phone

7243375000

Tax Period

2024-07-01 to 2025-06-30

CITIZENS GENERAL HEALTH FOUNDATION, founded in 2002, is a small nonprofit in the Health Care sector that reported $919K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $538K, a strong 59% operating margin.

Mission

The Foundation provides and manages funds to further the establishment, operation, management and maintenance of health care for the treatment of those who are sick, infirm or in any way afflicted with a physical or mental illness.

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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 $0

Program Service Revenue $0

Investment Income $919,401

Other Revenue $0

TOTAL REVENUE $919,401

Expense Breakdown

Grants Paid $373,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $380,968

Other Expenses $7,968

TOTAL EXPENSES $380,968

Year-over-Year Comparison

	2024	2023	Change
Revenue	$919,401	$764,850	+0.2%
Expenses	$380,968	$292,358	+0.3%
Net Income	$538,433	$472,492	+0.1%

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

N/A

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
Kathleen Myers	Secretary	20	Director Key Emp	$0	$0	$0
Daniel Casper MD	Trustee	0	Director	$0	$0	$0
Paul Benec	President	0	Officer	$0	$0	$0
Robert Scherer	Vice President	0	Officer	$0	$0	$0
Garry Garrison	Treasurer	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
2025	$919,401	$380,968	$9,877,567	$538,433
2024	$764,850	$292,358	$9,197,613	$472,492
2023	$755,077	$155,952	$8,550,044	$599,125
2022	$127,591	$1,379,938	$7,924,677	$-1,252,347
2021	$1,329,176	$149,637	$9,837,113	$1,179,539

CITIZENS GENERAL HEALTH FOUNDATION