FOUNDATION FOR HEALTH EQUITY (EIN 201232493) - 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

2005

Legal Domicile

Principal Officer

BETHANY FLOOD

Phone

2154388102

Tax Period

2024-07-01 to 2025-06-30

FOUNDATION FOR HEALTH EQUITY, founded in 2005, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $823K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $1.1M exceeded revenue, resulting in a 28% operating deficit.

Mission

FOUNDATION FOR HEALTH EQUITY SUPPORTS COMMUNITIES OF NW PHILADELPHIA BY BUILDING ON THE ASSETS OF ORGANIZATIONS THAT WORK TO ADDRESS SYSTEMIC HEALTH INEQUITIES IN ORDER TO BUILD HEALTHY, VIBRANT NEIGHBORHOODS.

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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 $426,431

Program Service Revenue $0

Investment Income $419,409

Other Revenue $-23,103

TOTAL REVENUE $822,737

Expense Breakdown

Grants Paid $648,807

Salaries & Benefits $247,955

Fundraising Expenses $68,128

Program Expenses $892,314

Other Expenses $155,061

TOTAL EXPENSES $1,051,823

Year-over-Year Comparison

	2024	2023	Change
Revenue	$822,737	$1,038,814	-0.2%
Expenses	$1,051,823	$802,776	+0.3%
Net Income	$-229,086	$236,038	-2.0%

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

$126,672

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIN DOYLE-O'CONNOR	CO-CHAIR	2.00	Officer Director	$0	$0	$0
EMMA PENNEA	TREASURER	1.00	Officer Director	$0	$0	$0
STAN MILLER MD	SECRETARY	1.00	Officer Director	$0	$0	$0
MARY HARPER	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
BOB JONES	DIRECTOR	1.00	Director	$0	$0	$0
TOMMYE CASEY	DIRECTOR	1.00	Director	$0	$0	$0
LORRAINE WEBB	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BEILENSON	DIRECTOR	1.00	Director	$0	$0	$0
MEAGHAN CONLISK	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN JONES	DIRECTOR	1.00	Director	$0	$0	$0
KEYERRA CHARLES	DIRECTOR	1.00	Director	$0	$0	$0
WALTER TSOU	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA ANKENY	DIRECTOR	1.00	Director	$0	$0	$0
RENEE CUNNINGHAM	DIRECTOR	1.00	Director	$0	$0	$0
BETHANY FLOOD	EXECUTIVE DIRECTOR	40.00	Officer	$102,000	$24,672	$126,672

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	$822,737	$1,051,823	$18,570,191	$-229,086
2024	$1,038,814	$802,776	$17,653,830	$236,038
2023	$880,827	$1,338,132	$16,641,367	$-457,305
2022	$1,255,567	$1,493,457	$16,141,501	$-237,890
2021	$1,285,191	$1,183,008	$20,181,640	$102,183
2020	$734,488	$931,970	$16,858,477	$-197,482
2019	$1,400,439	$795,991	$16,762,899	$604,448
2018	$786,529	$931,236	$16,378,498	$-144,707

FOUNDATION FOR HEALTH EQUITY