VITAL STRATEGIES INC (EIN 223419667) - 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

1995

Legal Domicile

Principal Officer

MARY-ANN ETIEBET MD

Phone

2125005724

Tax Period

2023-01-01 to 2023-12-31

VITAL STRATEGIES INC, founded in 1995, is a mid-sized nonprofit in the International Affairs sector that reported $69.5M in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $110.2M exceeded revenue, resulting in a 59% operating deficit.

Mission

OUR MISSION IS TO WORK IN PARTNERSHIP TO REIMAGINE EVIDENCE-BASED, LOCALLY DRIVEN POLICIES AND PRACTICES TO ADVANCE PUBLIC HEALTH.

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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 $68,649,189

Program Service Revenue $0

Investment Income $886,041

Other Revenue $0

TOTAL REVENUE $69,535,230

Expense Breakdown

Grants Paid $49,272,616

Salaries & Benefits $31,273,216

Fundraising Expenses $1,161,791

Program Expenses $98,011,893

Other Expenses $29,679,256

TOTAL EXPENSES $110,225,088

Year-over-Year Comparison

	2023	2022	Change
Revenue	$69,535,230	$104,242,576	-0.3%
Expenses	$110,225,088	$153,227,177	-0.3%
Net Income	$-40,689,858	$-48,984,601	-0.2%

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

201

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

$1,018,505

Total Directors

$615,746

Key Employees

$1,326,915

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSE LUIS CASTRO	PRESIDENT & CEO	20.00	Officer Director	$302,333	$28,658	$615,746
BRUCE MANDELL	CHAIRPERSON	5.00	Officer Director	$0	$0	$0
HELEN AGERUP	VICE CHAIR FOR OPERATIONS	3.00	Officer Director	$0	$0	$0
RENEE RIDZON	VICE CHAIR FOR PROGRAMS	3.00	Officer Director	$0	$0	$0
DR RAM KOPPAKA	SECRETARY	3.00	Officer Director	$0	$0	$0
MARC SZNAJDERMAN	TREASURER	4.00	Officer Director	$0	$0	$0
DAVID A CAPUTO	TRUSTEE	2.00	Director	$0	$0	$0
FRANK G COLELLA	TRUSTEE	2.00	Director	$0	$0	$0
DR MARY-ANN ETIEBET	TRUSTEE	2.00	Director	$0	$0	$0
ROSLYN FEDER	TRUSTEE	2.00	Director	$0	$0	$0
DR LISA FITZPATRICK	TRUSTEE	2.00	Director	$0	$0	$0
MARK FOLEY	TRUSTEE	2.00	Director	$0	$0	$0
SCOTT HALSTEAD	TRUSTEE	2.00	Director	$0	$0	$0
DR KELLY HENNING	TRUSTEE	2.00	Director	$0	$0	$0
DR MASAE KAWAMURA	TRUSTEE	2.00	Director	$0	$0	$0
MERON MAKONNEN	TRUSTEE	2.00	Director	$0	$0	$0
ERIC ROSENBAUM	TRUSTEE	2.00	Director	$0	$0	$0
JACK SALVO	TRUSTEE	2.00	Director	$0	$0	$0
DR NEIL W SCHLUGER	TRUSTEE	2.00	Director	$0	$0	$0
DR DEAN SCHRAUFNAGEL	TRUSTEE	2.00	Director	$0	$0	$0
WALLACE D'SOUZA	CFAO	40.00	Officer	$349,622	$53,137	$402,759
ANDREW RENDEIRO	SVP & CHIEF STRATEGY OFFICER	40.00	Key Emp	$265,870	$17,835	$283,705
ADAM KARPATI	SVP PUBLIC HEALTH PROGRAMS	40.00	Key Emp	$343,034	$54,976	$398,010
SANDRA MULLIN	SVP PAC	40.00	Key Emp	$286,191	$27,750	$313,941
DANIEL KASS	SVP ENVIRONMENTAL HEALTH	40.00	Key Emp	$292,491	$38,768	$331,259
QUAN GAN	DIRECTOR, TOBACCO CONTROL	40.00	Highest	$246,311	$51,851	$298,162
DANIEL SCHAEFER	CTO	40.00	Highest	$246,312	$61,602	$307,914
PHILIP SETEL	VP & DIRECTOR, CRVS	40.00	Highest	$253,222	$56,833	$310,055
STEPHEN HAMILL	VP, PAC	40.00	Highest	$235,726	$48,499	$284,225
DALIAH HELLER	VP, DRUG USE INITIATIVES	40.00	Highest	$240,488	$33,773	$274,261

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	$69,535,230	$110,225,088	$96,073,073	$-40,689,858
2022	$104,242,576	$153,227,177	$142,331,793	$-48,984,601
2021	$109,127,660	$163,023,913	$177,082,851	$-53,896,253
2020	$181,213,690	$157,228,801	$219,704,054	$23,984,889
2019	$220,015,221	$117,229,094	$194,571,356	$102,786,127

VITAL STRATEGIES INC