ALOSA HEALTH INC (EIN 202028893) - 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

2004

Legal Domicile

Principal Officer

JERRY AVORN

Phone

6179485997

Tax Period

2024-01-01 to 2024-12-31

ALOSA HEALTH INC, founded in 2004, is a community nonprofit in the Human Services sector that reported $6.9M in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $6.1M left a modest 11% surplus.

Mission

IMPROVE PATIENT OUTCOMES BY IDENTIFYING AND DISSEMINATING THE BEST EVIDENCE AVAILABLE, TO SUPPORT HEALTH CARE PROFESSIONALS IN PROVIDING OPTIMAL CARE FOR THEIR PATIENTS.

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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 $860,023

Program Service Revenue $5,687,556

Investment Income $337,308

Other Revenue $0

TOTAL REVENUE $6,884,887

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,251,030

Fundraising Expenses $0

Program Expenses $5,562,208

Other Expenses $4,846,713

TOTAL EXPENSES $6,097,743

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,884,887	$8,837,123	-0.2%
Expenses	$6,097,743	$8,138,422	-0.3%
Net Income	$787,144	$698,701	+0.1%

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

$266,904

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERRY AVORN	PRESIDENT	2.00	Officer Director	$0	$0	$0
KAREN TUCKER	TREASURER AND CLERK	0.30	Officer Director	$0	$0	$0
SALLY MCNAGNY	DIRECTOR	0.30	Director	$0	$0	$0
JAMES ZUCKERNIK	DIRECTOR	0.30	Director	$0	$0	$0
NITEESH CHOUDHRY	DIRECTOR	0.30	Director	$0	$0	$0
WILL SHRANK	DIRECTOR	0.30	Director	$0	$0	$0
JOE ROSS	DIRECTOR	0.30	Director	$0	$0	$0
PAUL FANIKOS	CHIEF OPERATING OFFICER	40.00	Officer	$249,528	$17,376	$266,904
ELLEN DANCEL	DIR OF CLINICAL MATERIALS	40.00	Highest	$208,440	$6,381	$214,821
ANTONIO JOSE FIALHO DE MELO	DIR OF CLINICAL EDUCATION	40.00	Highest	$179,160	$24,095	$203,255

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	$6,884,887	$6,097,743	$9,311,522	$787,144
2023	$8,837,123	$8,138,422	$10,807,437	$698,701
2022	$6,924,532	$6,373,550	$9,744,879	$550,982
2021	$5,399,287	$5,077,672	$6,774,554	$321,615
2020	$7,288,072	$5,094,640	$8,117,070	$2,193,432
2019	$5,685,138	$4,588,491	$7,356,860	$1,096,647
2018	$2,966,399	$2,909,456	$2,924,156	$56,943

ALOSA HEALTH INC