HEALTH AND SOCIAL POLICY INSTITUTE (EIN 113703326) - 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

2003

Legal Domicile

Phone

9169274554

Tax Period

2024-01-01 to 2024-12-31

HEALTH AND SOCIAL POLICY INSTITUTE, founded in 2003, is a small nonprofit in the Health Care sector that reported $418K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $162K, a strong 39% operating margin.

Mission

THE MISSION OF THE HEALTH AND SOCIAL POLICY INSTITUTE IS TO PROMOTE AND CONDUCT INNOVATIVE AND EFFECTIVE PUBLIC HEALTH PROJECTS AND TO DEVELOP AND IMPLEMENT PROGRAMMATIC AND SYSTEM-WIDE SOLUTIONS TO PUBLIC HEALTH AND PUBLIC SAFETY CHALLENGES.

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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 $410,630

Program Service Revenue $0

Investment Income $7,662

Other Revenue $0

TOTAL REVENUE $418,292

Expense Breakdown

Grants Paid $0

Salaries & Benefits $79,914

Fundraising Expenses $0

Program Expenses $244,645

Other Expenses $176,150

TOTAL EXPENSES $256,064

Year-over-Year Comparison

	2024	2023	Change
Revenue	$418,292	$368,242	+0.1%
Expenses	$256,064	$260,431	0.0%
Net Income	$162,228	$107,811	+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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIA THEODORAKIS	Treasurer	5.00	Officer Director	$0	$0	$0
CARMICHAEL 'MIKE' THOMPSON	Director	5.00	Director	$0	$0	$0
LYNNE BOEHRET RN	President	5.00	Officer 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	$418,292	$256,064	$553,415	$162,228
2023	$368,242	$260,431	$391,187	$107,811
2022	$397,038	$438,162	$283,376	$-41,124
2021	$404,232	$417,665	$324,500	$-13,433
2020	$269,810	$218,274	$337,933	$51,536
2019	$152,425	$156,200	$286,397	$-3,775
2018	$166,442	$177,146	$290,172	$-10,704

HEALTH AND SOCIAL POLICY INSTITUTE