CENTER FOR FINANCIAL HEALTH (EIN 203360802) - 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

2007

Legal Domicile

Principal Officer

DENISE KEISER

Phone

5177082546

Tax Period

2018-01-01 to 2018-12-31

CENTER FOR FINANCIAL HEALTH, founded in 2007, is a small nonprofit that reported $231K in total revenue in fiscal year 2018. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $203K left a modest 12% surplus.

Mission

WE ARE COMMITTED TO HELPING FAMILIES AND INDIVIDUALS BUILD ASSETS THROUGH HOMEOWNERSHIP.

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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 (2018)

Revenue Breakdown

Contributions & Grants $193,360

Program Service Revenue $37,656

Investment Income $73

Other Revenue $0

TOTAL REVENUE $231,089

Expense Breakdown

Grants Paid $0

Salaries & Benefits $158,651

Fundraising Expenses $0

Program Expenses $192,910

Other Expenses $44,412

TOTAL EXPENSES $203,063

Year-over-Year Comparison

	2018	2017	Change
Revenue	$231,089	$208,778	+0.1%
Expenses	$203,063	$186,927	+0.1%
Net Income	$28,026	$21,851	+0.3%

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

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

$65,327

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
PANKAJ VIJ	DIRECTOR	1.00	Director	$0	$0	$0
MIKE SILKWORTH	DIRECTOR	1.00	Director	$0	$0	$0
BETH TROOST	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JON SCHWARTZ	TREASURER	1.00	Officer Director	$0	$0	$0
MICHELLE SCHMITT	SECRETARY	1.00	Officer Director	$0	$0	$0
DENISE KEISER	EXECUTIVE DIRECTOR	40.00	Officer	$65,327	$0	$65,327

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
2018	$231,089	$203,063	$151,921	$28,026

CENTER FOR FINANCIAL HEALTH