FALLON HEALTH WEINBERG INC (EIN 161580245) - 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

1999

Legal Domicile

Principal Officer

JILL GREEN LEBOW

Phone

7164797276

Tax Period

2023-01-01 to 2023-12-31

FALLON HEALTH WEINBERG INC, founded in 1999, is a mid-sized nonprofit in the Human Services sector that reported $45.4M in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $43.2M left a modest 5% surplus.

Mission

TO ADDRESS THE LONG-TERM CARE NEEDS OF INDIVIDUALS IN THE WESTERN NEW YORK COMMUNITY WHO ARE CHRONICALLY ILL OR WHO HAVE DISABILITIES THROUGH ITS MLTC AND PACE PROGRAMS.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $45,411,231

Investment Income $29,993

Other Revenue $0

TOTAL REVENUE $45,441,224

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,397,407

Fundraising Expenses $0

Program Expenses $37,671,762

Other Expenses $3,271,134

TOTAL EXPENSES $43,194,368

Year-over-Year Comparison

	2023	2022	Change
Revenue	$45,441,224	$34,797,894	+0.3%
Expenses	$43,194,368	$37,190,687	+0.2%
Net Income	$2,246,856	$-2,392,793	-1.9%

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

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

$1,453,450

Total Directors

$1,539,736

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JILL GREEN LEBOW	DIRECTOR - CHAIRPERSON	2.0	Officer Director	$0	$88,084	$658,660
KRISTINE BOSTEK	DIRECTOR - SECRETARY	15.0	Officer Director	$0	$76,853	$477,983
ARUNAN THURAIRAJAH	MEDICAL DIRECTOR	40.0	Highest	$353,858	$73,388	$427,246
LINDA AIELLO	DIRECTOR	1.0	Director	$0	$40,872	$332,220
CRAIG DLUGOSZ	PROGRAM DIRECTOR, DSNP/MLTC	40.0	Highest	$175,372	$31,476	$206,848
ANTHONY FERNANDES	SEE SCHEDULE O FOR TITLE	5.0	Officer	$0	$17,944	$191,408
WILLA ARNET JUNE	NURSE PRACTITIONER	40.0	Highest	$146,364	$22,170	$168,534
ELIZABETH SPENCER	NURSE PRACTITIONER	40.0	Highest	$132,681	$25,224	$157,905
MICHELLE CINQUINO	PROGRAM MANAGER, PACE	40.0	Highest	$121,910	$11,025	$132,935
KELLY VOIGT	FINANCE DIRECTOR UNTIL 6/28/23	40.0	Officer	$113,869	$11,530	$125,399
MARY KAY VAUSE	SEE SCHEDULE O FOR TITLE	40.0	Director	$68,823	$2,050	$70,873
KENNETH ROGERS	DIRECTOR	1.0	Director	$0	$0	$0
ROBERT MAYER	DIRECTOR - TREASURER	1.0	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	No data	No data	No data	No data
2023	$45,441,224	$43,194,368	$53,699,025	$2,246,856
2022	$34,797,894	$37,190,687	$48,035,672	$-2,392,793
2021	$35,899,883	$33,465,841	$39,412,564	$2,434,042
2020	$47,242,000	$40,364,057	$33,231,964	$6,877,943
2019	$57,273,106	$52,321,601	$22,227,304	$4,951,505
2018	$42,433,658	$38,966,398	$13,789,394	$3,467,260

FALLON HEALTH WEINBERG INC