OPTIMUS HEALTH CARE INC (EIN 060972166) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

KAREN DALEY

Phone

2036963260

Tax Period

2024-07-01 to 2025-06-30

OPTIMUS HEALTH CARE INC, founded in 1976, is a mid-sized nonprofit in the Health Care sector that reported $56.2M in total revenue in fiscal year 2024. Expenses of $54.0M left a modest 4% surplus.

Mission

TO PROVIDE A BROAD RANGE OF PRIMARY CARE SERVICES, INCLUDING MEDICAL, DENTAL AND BEHAVIORAL HEALTH SERVICES TO MARGINALIZED COMMUNITIES IN BRIDGEPORT, STRATFORD, MILFORD, STAMFORD AND WEST HAVEN.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $15,739,407

Program Service Revenue $40,347,545

Investment Income $107,021

Other Revenue $15,582

TOTAL REVENUE $56,209,555

Expense Breakdown

Grants Paid $0

Salaries & Benefits $34,703,065

Fundraising Expenses $0

Program Expenses $40,164,942

Other Expenses $19,336,798

TOTAL EXPENSES $54,039,863

Year-over-Year Comparison

	2024	2023	Change
Revenue	$56,209,555	$55,996,179	+0.0%
Expenses	$54,039,863	$54,321,050	0.0%
Net Income	$2,169,692	$1,675,129	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

471

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

$1,419,093

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA M MCCAULEY	CHAIRMAN	2.00	Officer Director	$0	$0	$0
CARLOS T DE LA IGLESIA	VICE CHARIMAN	2.00	Officer Director	$0	$0	$0
BRENDA BURTON-SELDON	SECRETARY	2.00	Officer Director	$0	$0	$0
GARY R SMART	TREASURER	2.00	Officer Director	$0	$0	$0
HENRY H YOON	DIRECTOR	2.00	Director	$0	$0	$0
BERTCELIS MORALES	DIRECTOR	2.00	Director	$0	$0	$0
COLLEEN EBANKS-SHIPPEY	DIRECTOR	2.00	Director	$0	$0	$0
CASEY D PARKER	DIRECTOR	2.00	Director	$0	$0	$0
EZECHIEL DOMINIQUE	DIRECTOR	2.00	Director	$0	$0	$0
SHANICE MAXWELL	DIRECTOR	2.00	Director	$0	$0	$0
PAULINE JONES-HATTON	DIRECTOR	2.00	Director	$0	$0	$0
KAREN DALEY	CHIEF EXECUTIVE OFFICER	40.00	Officer	$316,094	$34,099	$350,193
KATHERINE A GOLAR	CHIEF MEDICAL OFFICER	40.00	Officer	$255,349	$41,386	$296,735
MARIA XAVIER-DOWSKI	CHIEF HUMAN RESOURCES/ADMI	40.00	Officer	$178,502	$19,689	$198,191
ALIX POSE-SUSSMAN	CHIEF QUALITY & TRANSFORMA	40.00	Officer	$163,849	$37,678	$201,527
CARI ANN ROSE BULZONE	CHIEF OPERATING OFFICER	40.00	Officer	$168,396	$37,880	$206,276
MICHELLE RODRIGUEZ	CHIEF NURSING OFFICER	40.00	Officer	$147,701	$18,470	$166,171

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	$56,209,555	$54,039,863	$39,066,188	$2,169,692
2024	No data	No data	No data	No data
2023	$58,015,018	$56,680,886	$32,254,152	$1,334,132
2022	$68,910,280	$66,150,237	$30,877,865	$2,760,043
2021	$61,091,096	$58,755,489	$28,924,090	$2,335,607
2020	$57,513,501	$57,417,595	$24,883,951	$95,906
2019	$52,999,374	$53,369,443	$22,809,768	$-370,069
2018	$51,099,325	$51,002,748	$19,358,750	$96,577

OPTIMUS HEALTH CARE INC