ALLEO HEALTH FOUNDATION

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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

BRITTON TABOR

Phone

4238924289

Tax Period

2021-01-01 to 2021-12-31

ALLEO HEALTH FOUNDATION, founded in 2007, is a small nonprofit that reported $887K in total revenue in fiscal year 2021. Expenses of $10.3M exceeded revenue, resulting in a 1067% operating deficit.

Mission

TO ENCOURAGE AND SUPPORT HOSPICE AND PALLIATIVE CARE SERVICES AND FACILITIES IN TENNESSEE AND GEORGIA. THE FOUNDATION SUPPORTS THE CHARITABLE ACTIVITIES OF JOURNEY HEALTH FOUNDATION, A TENNESSEE NON-PROFIT ORGANIZATION.

Program Service Accomplishments

Program 1

Expenses: $9,924,404 Revenue: $74,392

THE ALLEO HEALTH FOUNDATION DEVELOPED COMMUNITY DONATIONS, GRANTS AND RESOURCES THAT SUPPORTED THE CHARITABLE ACTIVITIES OF JOURNEY HEALTH FOUNDATION, A TENNESSEE NON-PROFIT ORGANIZATION, PRIOR TO...

THE ALLEO HEALTH FOUNDATION DEVELOPED COMMUNITY DONATIONS, GRANTS AND RESOURCES THAT SUPPORTED THE CHARITABLE ACTIVITIES OF JOURNEY HEALTH FOUNDATION, A TENNESSEE NON-PROFIT ORGANIZATION, PRIOR TO THE SALE OF JOURNEY HEALTH FOUNDATION'S HEALTHCARE OPERATIONS ON 9/10/21. THIS INCLUDED SUPPORT FOR INDIGENT PATIENTS, REGIONALLY UNIQUE PEDIATRIC AND PERINATAL HOSPICE PROGRAMS AND PALLIATIVE CARE SERVICES, AND BEREAVEMENT COUNSELING PROGRAMS OPEN TO THE COMMUNITY AT LARGE AT NO CHARGE. TO ASSESS FUNDRAISING TO PROGRAM EXPENSE, PLEASE ALSO SEE THE JOURNEY HEALTH FOUNDATION FORM 990.

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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 (2021)

Revenue Breakdown

Contributions & Grants $430,261

Program Service Revenue $0

Investment Income $382,013

Other Revenue $74,392

TOTAL REVENUE $886,666

Expense Breakdown

Grants Paid $9,924,404

Salaries & Benefits $0

Fundraising Expenses $421,234

Program Expenses $9,924,404

Other Expenses $421,234

TOTAL EXPENSES $10,345,638

Year-over-Year Comparison

	2021	2020	Change
Revenue	$886,666	$912,430	0.0%
Expenses	$10,345,638	$929,865	+10.1%
Net Income	$-9,458,972	$-17,435	+541.5%

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

N/A

Volunteers

N/A

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

$307,220

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINA HART	CHAIR	1.00	Director	$0	$0	$0
BETH JOHNSON	SECRETARY	1.00	Director	$0	$0	$0
RICK PLATZ	TREASURER	1.00	Director	$0	$0	$0
KITTY GRIFFITH	DIRECTOR	1.00	Director	$0	$0	$0
CARLOS HAMPTON	DIRECTOR	1.00	Director	$0	$0	$0
MATT BALLARD	DIRECTOR	1.00	Director	$0	$0	$0
AMY COLLETT	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN DAY	DIRECTOR	1.00	Director	$0	$0	$0
JASMINE RIPPON	EXECUTIVE DIRECTOR	40.00	Officer	$0	$16,071	$307,220
BRITTON TABOR	INTERIM CHIEF EXECUTIVE OF	1.00	Officer	$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
2021	$886,666	$10,345,638	No data	$-9,458,972
2020	$912,430	$929,865	$8,826,608	$-17,435
2019	$884,332	$902,957	$8,449,360	$-18,625
2018	$1,615,777	$903,197	$7,668,755	$712,580