SDC - LEAGUE HEALTH FUND (EIN 132958267) - 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

1978

Legal Domicile

Phone

2123911070

Tax Period

2023-09-01 to 2024-08-31

SDC - LEAGUE HEALTH FUND, founded in 1978, is a community nonprofit that reported $5.4M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.4M, a strong 25% operating margin.

Mission

to provide health care and other benefits to eligible participants.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,243,288

Investment Income $162,130

Other Revenue $0

TOTAL REVENUE $5,405,418

Expense Breakdown

Grants Paid $0

Salaries & Benefits $161,916

Fundraising Expenses $0

Other Expenses $417,040

TOTAL EXPENSES $4,032,392

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,405,418	$4,678,874	+0.2%
Expenses	$4,032,392	$3,573,883	+0.1%
Net Income	$1,373,026	$1,104,991	+0.2%

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

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
CAITLIN HIGGINS	FUND ADMINISTRATOR	20.00		$120,761	$29,371	$150,132
Carol Fishman	MGMNT TRUSTEE	1.00	Director	$0	$0	$0
Sarna Lapine	UNION TRUSTEE	1.00	Director	$0	$0	$0
KRISTY CUMMINGS	UNION TRUSTEE	1.00	Director	$0	$0	$0
KATHLEEN MARSHALL	UNION TRUSTEE	1.00	Director	$0	$0	$0
Stephen ROTHMAN	UNION TRUSTEE	1.00	Director	$0	$0	$0
Devin Keudell	MGMNT TRUSTEE	1.00	Director	$0	$0	$0
PAMELA BERLIN	UNION TRUSTEE	2.00	Director	$0	$0	$0
CHRISTOPHER BROCKMEYER	MGMNT TRUSTEE	2.00	Director	$0	$0	$0
LAURA PENN	UNION TRUSTEE	2.00	Director	$0	$0	$0
KAREN AZENBERG	UNION TRUSTEE	1.00	Director	$0	$0	$0
Stephanie Grassi	MGMNT TRUSTEE	1.00	Director	$0	$0	$0
Alison Corinotis	MGMNT TRUSTEE	1.00	Director	$0	$0	$0
Tony Thomas	MGMNT TRUSTEE	1.00	Director	$0	$0	$0
Christopher Ashley	UNION TRUSTEE	1.00	Director	$0	$0	$0
Danny Sharron	UNION TRUSTEE	1.00	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	$5,405,418	$4,032,392	$6,586,039	$1,373,026
2023	$4,678,874	$3,573,883	$4,983,585	$1,104,991
2022	$4,587,288	$2,605,991	$3,907,861	$1,981,297
2021	$2,269,492	$3,342,639	$2,019,199	$-1,073,147
2020	$3,443,458	$4,597,451	$3,517,803	$-1,153,993
2019	$4,734,513	$4,089,635	$4,658,499	$644,878
2018	$4,301,909	$4,002,021	$3,802,944	$299,888

SDC - LEAGUE HEALTH FUND