NATIONAL SOCIETY OF CERTIFIED HEALTHCARE BUSINESS CONSULTANTS (EIN 204881636) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

DAVID EVERETT

Phone

7032344099

Tax Period

2024-10-01 to 2025-09-30

NATIONAL SOCIETY OF CERTIFIED HEALTHCARE BUSINESS CONSULTANTS, founded in 2006, is a small nonprofit in the Community Improvement sector that reported $300K in total revenue in fiscal year 2017.

Mission

TO PROVIDE GROUP ASSOCIATION FOR THOSE INTERESTED IN AND QUALIFIED TO RENDER BUSINESS MANAGEMENT AND CONSULTING SERVICES TO HEALTH CARE PROFESSIONALS IN AN ETHICAL AND PROFESSIONAL MANNER.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $138,720

Program Service Revenue $196,863

Investment Income $10,202

Other Revenue $74,331

TOTAL REVENUE $420,116

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $161,824

Other Expenses $398,946

TOTAL EXPENSES $398,946

Year-over-Year Comparison

	2024	2023	Change
Revenue	$420,116	$382,111	+0.1%
Expenses	$398,946	$342,263	+0.2%
Net Income	$21,170	$39,848	-0.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIELLE AMBROZY	DIRECTOR	5.00	Director	$0	$0	$0
JACKIE COULT	DIRECTOR	5.00	Director	$0	$0	$0
BO HANCOCK	DIRECTOR	5.00	Director	$0	$0	$0
ADAM MIDDLETON	DIRECTOR	5.00	Director	$0	$0	$0
MILAN ROGERS	DIRECTOR	5.00	Director	$0	$0	$0
VINOD SANKARAN	DIRECTOR	5.00	Director	$0	$0	$0
MARCI CHARLAND	SECRETARY/TR	10.00	Officer	$0	$0	$0
DAVID EVERETT	PRESIDENT	10.00	Officer	$0	$0	$0
CHRIS MAHAN	PRESIDENT-EL	10.00	Officer	$0	$0	$0
SHANE PICKETT	PAST-PRESIDE	10.00	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
2025	$420,116	$398,946	$386,222	$21,170
2024	$382,111	$342,263	$389,802	$39,848
2023	$344,998	$313,509	$341,954	$31,489
2022	$355,773	$304,853	$293,715	$50,920
2021	$283,471	$222,475	$242,795	$60,996
2020	$278,180	$201,900	$190,799	$76,280
2019	$307,262	$281,850	$105,519	$25,412
2018	$300,378	$327,471	$80,107	$-27,093

NATIONAL SOCIETY OF CERTIFIED HEALTHCARE BUSINESS CONSULTANTS