PARTNERS FOR HEALTH INC (EIN 223122804) - 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

1990

Legal Domicile

Principal Officer

DOUGLAS B BAUER

Phone

9737466130

Tax Period

2022-01-01 to 2022-12-31

PARTNERS FOR HEALTH INC, founded in 1990, is a community nonprofit in the Health Care sector that reported $9.3M in total revenue in fiscal year 2022. Revenue surged 180% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.0M, a strong 76% operating margin.

Mission

TO PARTNER TO ADVANCE HEALTH EQUITY THROUGH LEARNING, GRANTMAKING, AND ADVOCATING.

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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 (2022)

Revenue Breakdown

Contributions & Grants $304,691

Program Service Revenue $0

Investment Income $8,746,203

Other Revenue $208,770

TOTAL REVENUE $9,259,664

Expense Breakdown

Grants Paid $1,313,417

Salaries & Benefits $526,058

Fundraising Expenses $38,403

Program Expenses $1,795,484

Other Expenses $380,568

TOTAL EXPENSES $2,220,043

Year-over-Year Comparison

	2022	2021	Change
Revenue	$9,259,664	$3,304,215	+1.8%
Expenses	$2,220,043	$1,948,985	+0.1%
Net Income	$7,039,621	$1,355,230	+4.2%

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

$205,454

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAM SCOTT	EXECUTIVE DIRECTOR	50.00	Officer	$162,072	$43,382	$205,454
LISA AMATO	TRUSTEE	1.00	Director	$0	$0	$0
CALVIN O TREVENEN	TRUSTEE	1.00	Director	$0	$0	$0
LYNNE S KATZMANN	TRUSTEE	1.00	Director	$0	$0	$0
KATE KELLY	TRUSTEE	1.00	Director	$0	$0	$0
GLENN M REITER	TRUSTEE	1.00	Director	$0	$0	$0
TEKEYAH SEARS	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT L ERICKSON	TRUSTEE	1.00	Director	$0	$0	$0
CLIFFORD B FINKLE IV	TRUSTEE	1.00	Director	$0	$0	$0
PAULA GUTIERREZ	TRUSTEE	1.00	Director	$0	$0	$0
DANA VAN WIE	TRUSTEE	1.00	Director	$0	$0	$0
DIANA CANDELEJO	TRUSTEE	1.00	Director	$0	$0	$0
FELICIA FDYFIL-HORNE	TRUSTEE	1.00	Director	$0	$0	$0
DAVID HARRISON	TRUSTEE	1.00	Director	$0	$0	$0
AMMAR IDELBI	TRUSTEE	1.00	Director	$0	$0	$0
VIKRAM GUPTA	TRUSTEE	1.00	Director	$0	$0	$0
ABDUR R YASIN	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS B BAUER	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
GLORIA ESSOKA	1ST VICE CHAIR	1.00	Officer Director	$0	$0	$0
SARA ELNAKIB	2ND VICE CHAIR	1.00	Officer Director	$0	$0	$0
BEVERLY RIDDICK	SECRETARY	1.00	Officer Director	$0	$0	$0
JOEL JEFFREY	TREASURER	1.00	Officer 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
2022	$9,259,664	$2,220,043	$40,161,905	$7,039,621
2021	$3,304,215	$1,948,985	$39,734,321	$1,355,230
2020	$2,261,871	$2,032,473	$36,304,111	$229,398
2019	$2,248,364	$2,167,783	$34,559,363	$80,581
2018	$3,847,600	$2,227,318	$31,279,616	$1,620,282

PARTNERS FOR HEALTH INC