HEALTHCENTRIC ADVISORS INC

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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

2003

Legal Domicile

Principal Officer

JOHN KEIMIG

Phone

4015283200

Tax Period

2024-08-01 to 2025-07-31

HEALTHCENTRIC ADVISORS INC, founded in 2003, is a community nonprofit in the Diseases & Disorders sector that reported $3.9M in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $5.3M exceeded revenue, resulting in a 37% operating deficit.

Mission

HEALTHCENTRIC ADVISORS DEVELOPS AND PROVIDES INNOVATIVE AND EVIDENCE-BASED CONSULTATION, EDUCATION, TOOLS AND RESOURCES THAT MEASURE AND IMPROVE THE QUALITY, SAFETY, AND VALUE OF PERSON-CENTERED HEALTHCARE IN COMMUNITIES WE SERVE.

Program Service Accomplishments

Program 1

Expenses: $3,764,371 Revenue: $1,547,438

THE ORGANIZATION PROVIDES NOT-FOR-PROFIT HEALTHCARE QUALITY IMPROVEMENT, PATIENT SAFETY, AND HEALTH INFORMATION TECHNOLOGY CONSULTING, RESEARCH, EDUCATION, AND PROJECT ADMINISTRATION SERVICES TO...

THE ORGANIZATION PROVIDES NOT-FOR-PROFIT HEALTHCARE QUALITY IMPROVEMENT, PATIENT SAFETY, AND HEALTH INFORMATION TECHNOLOGY CONSULTING, RESEARCH, EDUCATION, AND PROJECT ADMINISTRATION SERVICES TO PROVIDERS, GOVERNMENT AGENCIES, FOUNDATIONS, EDUCATION INSTITUTIONS, RESEARCH FIRMS, AND OTHER RELATED ENTITIES.

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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 $2,220,570

Program Service Revenue $1,547,438

Investment Income $101,150

Other Revenue $0

TOTAL REVENUE $3,869,158

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,374,299

Fundraising Expenses $0

Program Expenses $3,764,371

Other Expenses $914,089

TOTAL EXPENSES $5,288,388

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,869,158	$6,928,580	-0.4%
Expenses	$5,288,388	$6,513,282	-0.2%
Net Income	$-1,419,230	$415,298	-4.4%

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

$678,041

Total Directors

Key Employees

$276,653

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW R TRIMBLE CNHA	CHAIR	0.50	Officer Director	$0	$0	$0
DONNA HUNTLEY-NEWBY PHD RN	VICE CHAIR	0.50	Officer Director	$0	$0	$0
CLAIRE M IACOBUCCI CPA	TREASURER	0.50	Officer Director	$0	$0	$0
HUGH J HALL	SECRETARY	0.50	Officer Director	$0	$0	$0
NEAL J GALINKO MD	DIRECTOR	0.50	Director	$0	$0	$0
THE HONORABLE THOMAS J IZZO	DIRECTOR	0.50	Director	$0	$0	$0
PAUL F MCKENNEY MD	DIRECTOR	0.50	Director	$0	$0	$0
PAULA A PARKER MSW LCSW	DIRECTOR	0.50	Director	$0	$0	$0
ALLYSON VENTURA-TESILLO	DIRECTOR	0.50	Director	$0	$0	$0
H JOHN KEIMIG MHA FACHE	CEO	40.00	Officer	$323,825	$76,688	$400,513
SUSAN AMELOTTE	CHIEF FINANCIAL OFFICER	40.00	Officer	$217,999	$59,529	$277,528
GAIL PATRY RN CPEHR	CHIEF OPERATIONS OFFICER	40.00	Key Emp	$214,564	$62,089	$276,653
KARA H BUTLER	DIRECTOR OF ADMINISTRATIVE	40.00	Highest	$170,282	$59,760	$230,042
LYNNE CHASE	PROGRAM DIRECTOR	40.00	Highest	$142,256	$19,136	$161,392
MARGUERITE MCLAUGHLIN	PROGRAM DIRECTOR	40.00	Highest	$129,594	$38,359	$167,953
KAREN D'ANTONIO	PROGRAM DIRECTOR	40.00	Highest	$108,540	$14,851	$123,391
BLAKE MORPHIS	PROGRAM DIRECTOR	40.00	Highest	$118,038	$40,898	$158,936

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	$3,869,158	$5,288,388	$3,436,232	$-1,419,230
2024	$6,928,580	$6,513,282	$5,574,508	$415,298
2023	$7,010,187	$6,001,303	$5,282,853	$1,008,884
2022	$4,794,668	$4,544,153	$3,654,793	$250,515
2021	$5,412,718	$5,513,660	$3,331,471	$-100,942
2020	$6,211,896	$6,939,404	$4,248,387	$-727,508
2019	$16,222,405	$15,534,960	$4,994,143	$687,445
2018	$14,981,445	$14,522,378	$4,603,464	$459,067