THE INSTITUTE FOR FAMILY HEALTH (EIN 133273402) - 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

1985

Legal Domicile

Principal Officer

NEIL S CALMAN

Phone

2126330800

Tax Period

2023-01-01 to 2023-12-31

THE INSTITUTE FOR FAMILY HEALTH, founded in 1985, is a major nonprofit in the Health Care sector that reported $167.1M in total revenue in fiscal year 2023.

Mission

TO PROVIDE MEDICAL, DENTAL AND PSYCHOSOCIAL SERVICES THROUGH THE DEVELOPMENT AND OPERATION OF FAMILY PRACTICE HEALTH CENTERS LOCATED IN MANHATTAN, BRONX, DUTCHESS AND ULSTER COUNTY. IN ADDITION, THE ORGANIZATION RUNS THREE FAMILY PRACTICE RESIDENCY PROGRAMS.

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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 $45,595,432

Program Service Revenue $118,292,969

Investment Income $1,682,597

Other Revenue $1,488,864

TOTAL REVENUE $167,059,862

Expense Breakdown

Grants Paid $0

Salaries & Benefits $128,511,584

Fundraising Expenses $1,609,578

Program Expenses $141,571,769

Other Expenses $50,626,306

TOTAL EXPENSES $179,137,890

Year-over-Year Comparison

	2023	2022	Change
Revenue	$167,059,862	$169,383,309	0.0%
Expenses	$179,137,890	$162,365,015	+0.1%
Net Income	$-12,078,028	$7,018,294	-2.7%

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

1602

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

$1,957,427

Total Directors

Key Employees

$1,962,217

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREA ZAKIN-AMANO	DIRECTOR	1.00	Director	$0	$0	$0
CAROLE FURMAN	DIRECTOR	1.00	Director	$0	$0	$0
JEANNE THELWELL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BILLINGS	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH ASUBONTENG	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN O'DONNELL	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL BLATCHLEY	DIRECTOR	1.00	Director	$0	$0	$0
OLLIE BROWN-CARRINGTON	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
SAMUEL SANTIAGO	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN KELLEY	DIRECTOR	1.00	Director	$0	$0	$0
TINA GOODRICH	DIRECTOR	1.00	Director	$0	$0	$0
CAROLINE DICIOCCIO	VP & CHIEF FINANCIAL OFFICER	37.50	Officer	$235,947	$14,494	$250,441
ELIZABETH LEVER	VP & CHIEF INFORMATION OFFICER	37.50	Officer	$219,091	$17,030	$236,121
NEIL CALMAN	PRESIDENT & CEO	37.50	Officer	$714,639	$36,447	$751,086
ROBERT SCHILLER	SVP CHIEF ACADEMIC OFFICER	37.50	Officer	$474,866	$9,900	$484,766
TRACEY OCHSENREITER	VICE PRESIDENT AND CHIEF OPERATING OFFICER	37.50	Officer	$221,517	$13,496	$235,013
ABIGAIL J HERRON	VP & CHIEF BEHAVIORAL HEALTH OFFICER	37.50	Key Emp	$306,413	$33,021	$339,434
ERIC GAYLE	SVP, CHIEF MEDICAL OFFICE	37.50	Key Emp	$299,911	$35,781	$335,692
KWAME KITSON	VP COMPLIANCE & QUALITY IMPROVEMENT	37.50	Key Emp	$255,005	$25,224	$280,229
MAXINE GOLUB	SVP & CHIEF DEVELOPMENT OFFICER	37.50	Key Emp	$256,193	$28,528	$284,721
MICHELLE PENNY	VP OF CLINICAL ADMINISTRATION	40.00	Key Emp	$188,561	$33,333	$221,894
NICOLE NURSE	SVP & CHIEF HUMAN RESOURCE	37.50	Key Emp	$218,765	$27,830	$246,595
SARAH NOSAL	VP FOR INNOVATION AND OPTIMIZATION	37.50	Key Emp	$239,041	$14,611	$253,652
AUGUSTUS BENTSI-BARNES	OB/GYN PHYSICIAN	40.00	Highest	$310,440	$27,831	$338,271
MAREK BALUTOWSKI	PHYSICIAN	40.00	Highest	$292,972	$19,316	$312,288
MARTA SANCHEZ	MEDICAL DIRECTOR	37.50	Highest	$289,989	$5,800	$295,789
MEGAN MCMULLAN	DIRECTOR OF RESIDENCY PROGRAM	40.00	Highest	$296,639	$8,899	$305,538
WALTER WOODLEY	MEDICAL DIRECTOR	40.00	Highest	$333,406	$27,204	$360,610

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	No data	No data	No data	No data
2023	$167,059,862	$179,137,890	$180,872,945	$-12,078,028
2022	$169,383,309	$162,365,015	$164,359,090	$7,018,294
2021	$167,491,176	$150,201,169	$138,594,014	$17,290,007
2020	$149,904,363	$138,065,656	$100,065,483	$11,838,707
2019	$150,101,840	$176,316,915	$82,409,277	$-26,215,075
2018	$152,202,525	$143,306,650	$113,186,094	$8,895,875

THE INSTITUTE FOR FAMILY HEALTH