CLINIC WITH A HEART INC (EIN 202850139) - 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

NANCY MONTANEZ JOHNER

Phone

4024212924

Tax Period

2023-01-01 to 2023-12-31

CLINIC WITH A HEART INC, founded in 2005, is a small nonprofit in the Health Care sector that reported $607K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Net assets of $2.0M represent 39 months of operating reserves.

Mission

PROVIDE FREE MEDICAL, DENTAL, PHYSICAL THERAPY, CHIROPRACTIC, MENTAL HEALTH, VISION, HEARING AND SPIRITUAL CARE TO PEOPLE WHO ARE UNINSURED AND UNDERINSURED.

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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 $508,456

Program Service Revenue $0

Investment Income $109,695

Other Revenue $-10,926

TOTAL REVENUE $607,225

Expense Breakdown

Grants Paid $0

Salaries & Benefits $413,586

Fundraising Expenses $94,836

Program Expenses $422,507

Other Expenses $247,103

TOTAL EXPENSES $660,689

Year-over-Year Comparison

	2023	2022	Change
Revenue	$607,225	$649,656	-0.1%
Expenses	$660,689	$620,531	+0.1%
Net Income	$-53,464	$29,125	-2.8%

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

431

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

$92,763

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY MONTANEZ JOHNER	EXECUTIVE DI	40.00	Officer	$72,273	$0	$72,273
SCOTT YOUNG	FMR EXEC. DI	30.00	Officer	$20,490	$0	$20,490
HERITA AKAMAH	DIRECTOR	0.25	Director	$0	$0	$0
AMANDA BARKER	DIRECTOR	0.25	Director	$0	$0	$0
BOB CAMPBELL	DIRECTOR	0.25	Director	$0	$0	$0
ALISSA CLOUGH	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHARLES GENRICH	DIRECTOR	0.25	Director	$0	$0	$0
JIM KECK	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
KIM KELLER	TREASURER	1.00	Officer Director	$0	$0	$0
DOUG MCDANIEL	DIRECTOR	0.25	Director	$0	$0	$0
MICHON MORROW	DIRECTOR	0.25	Director	$0	$0	$0
BOB RAVENSCROFT	DIRECTOR	0.25	Director	$0	$0	$0
ROB RHODES	PRESIDENT EM	0.25	Director	$0	$0	$0
SUSAN SAPP	DIRECTOR	0.25	Director	$0	$0	$0
CHAD THIES	DIRECTOR	0.25	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	$607,225	$660,689	$1,977,596	$-53,464
2022	$649,656	$620,531	$2,031,060	$29,125
2021	$651,199	$637,376	$2,001,935	$13,823
2020	$832,296	$615,035	$1,988,112	$217,261
2019	$512,014	$589,966	$1,770,851	$-77,952
2018	$866,741	$699,674	$1,848,803	$167,067

CLINIC WITH A HEART INC