PARAPROFESSIONAL HEALTHCARE INSTITUTE INC (EIN 133575492) - 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

1990

Legal Domicile

Principal Officer

JODI M STURGEON

Phone

7184027766

Tax Period

2024-07-01 to 2025-06-30

PARAPROFESSIONAL HEALTHCARE INSTITUTE INC, founded in 1990, is a community nonprofit in the Employment sector that reported $8.3M in total revenue in fiscal year 2024. Revenue surged 98% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.3M, a strong 28% operating margin.

Mission

PHI WORKS TO IMPROVE THE LIVES OF PEOPLE WHO NEED HOME OR RESIDENTIAL CARE... SEE SCHEDULE OBY IMPROVING THIS LIVES OF THE WORKERS WHO PROVIDE THAT CARE. PHI'S GOAL IS TO ENSURE THE CARING, STABLE RELATIONSHIPS BETWEEN CONSUMERS AND WORKERS, SO THAT BOTH MAY LIVE WITH DIGNITY, RESPECT AND INDEPENDENCE: QUALITY CARE THROUGH QUALITY JOBS.

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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 $6,751,289

Program Service Revenue $576,048

Investment Income $917,566

Other Revenue $85,643

TOTAL REVENUE $8,330,546

Expense Breakdown

Grants Paid $839,700

Salaries & Benefits $4,002,019

Fundraising Expenses $262,877

Program Expenses $4,205,133

Other Expenses $1,154,414

TOTAL EXPENSES $5,996,133

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,330,546	$4,212,828	+1.0%
Expenses	$5,996,133	$5,996,644	0.0%
Net Income	$2,334,413	$-1,783,816	-2.3%

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

$468,379

Total Directors

$589,187

Key Employees

$157,363

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JODI STURGEON	PRESIDENT & CEO	40.00	Officer Director	$276,423	$4,121	$280,544
DENISE CLARK	TRUSTEE	1.00	Director	$0	$11,973	$84,606
ADRIA POWELL	TRUSTEE	1.00	Director	$0	$17,630	$224,037
ANNIE GEGGIE	BOARD CHAIRPERSON	3.00	Officer Director	$0	$0	$0
BONNIE SCADOVA	TREASURER	3.00	Officer Director	$0	$0	$0
MICHAEL ELSAS	SECRETARY	3.00	Officer Director	$0	$0	$0
DONNA CALAME	TRUSTEE	3.00	Director	$0	$0	$0
JENNY FRIEDLER	TRUSTEE	1.00	Director	$0	$0	$0
KAREN KULP	TRUSTEE	1.00	Director	$0	$0	$0
NAOMI ROWE	TRUSTEE	2.00	Director	$0	$0	$0
MANDY TOWNSEND	TRUSTEE	2.00	Director	$0	$0	$0
ERICA BROWN-MYRIE	EXECUTIVE VICE PRESIDENT OF FINANCE AND ADMINISTRA	40.00	Officer	$184,807	$3,028	$187,835
EMILY DIEPPA COLO	VICE PRESIDENT OF WORKFORCE INNOVATIONS	40.00	Key Emp	$154,801	$2,562	$157,363
KEZIA SCALES	VICE PRESIDENT OF RESEARCH & EVALUATION	40.00	Highest	$138,351	$14,665	$153,016
BEN FREEMAN	VICE PRESIDENT OF PARTNERSHIPS & ENGAGEMENT	40.00	Highest	$131,623	$0	$131,623
AMY ROBINS	SENIOR DIRECTOR OF POLICY	40.00	Highest	$140,021	$3,477	$143,498
MARTHA MEDINA	DIRECTOR OF PEOPLE & CULTURE	40.00	Highest	$136,996	$5,402	$142,398
GWENDOLYN TANNER	DIRECTOR OF LEARNING STRATEGIES	40.00	Highest	$132,579	$4,380	$136,959

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	$8,330,546	$5,996,133	$19,279,921	$2,334,413
2024	$4,212,828	$5,996,644	$16,940,381	$-1,783,816
2023	$5,404,185	$5,693,946	$18,471,829	$-289,761
2022	$15,168,776	$4,522,417	$18,359,848	$10,646,359
2021	$4,912,633	$6,107,407	$9,655,227	$-1,194,774
2020	$8,239,119	$6,406,291	$10,493,958	$1,832,828

PARAPROFESSIONAL HEALTHCARE INSTITUTE INC