PARTNERSHIP FOR BETTER HEALTH (EIN 231352161) - 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

2001

Legal Domicile

Principal Officer

CAROL THORNTON

Phone

7179609009

Tax Period

2024-07-01 to 2025-06-30

PARTNERSHIP FOR BETTER HEALTH, founded in 2001, is a community nonprofit in the Health Care sector that reported $5.8M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $1.7M, a strong 29% operating margin.

Mission

THE PARTNERSHIP FOR BETTER HEALTH CHAMPIONS AND INVESTS IN IDEAS, INITIATIVES, AND COLLABORATIONS THAT IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES INOUR REGION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,385,113

Program Service Revenue $0

Investment Income $3,395,412

Other Revenue $37,987

TOTAL REVENUE $5,818,512

Expense Breakdown

Grants Paid $3,039,460

Salaries & Benefits $774,417

Fundraising Expenses $5,676

Program Expenses $3,699,155

Other Expenses $297,019

TOTAL EXPENSES $4,110,896

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,818,512	$6,556,664	-0.1%
Expenses	$4,110,896	$3,724,661	+0.1%
Net Income	$1,707,616	$2,832,003	-0.4%

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

$243,120

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRISH NIEMITZ RN	CHAIRPERSON	3.00	Officer Director	$0	$0	$0
RODERICK FRAZIER DDS	VICE CHAIR	3.00	Officer Director	$0	$0	$0
MARISOL BARBER	TREASURER	3.00	Officer Director	$0	$0	$0
GAIL WENK DU PONT	SECRETARY	3.00	Officer Director	$0	$0	$0
JOYCE BYLANDER	5TH MEMBER EXE. COMMITTEE	3.00	Officer Director	$0	$0	$0
KATIE CRANE	BOARD MEMBER	2.00	Director	$0	$0	$0
BRADLEY GRIFFIE ESQ	BOARD MEMBER	2.00	Director	$0	$0	$0
SHERRY KNOWLTON	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAEL LYMAN PHD	BOARD MEMBER	2.00	Director	$0	$0	$0
LAURA MEGIVERN	BOARD MEMBER	2.00	Director	$0	$0	$0
REV REBECCA MYERS MSW	BOARD MEMBER	2.00	Director	$0	$0	$0
LAKSHMI POLAVARAPU MD	BOARD MEMBER	2.00	Director	$0	$0	$0
MARK PRICE PHD	BOARD MEMBER	2.00	Director	$0	$0	$0
REBECCA H RALEY MA	EXEC. DIRECTOR (UNTIL 1/14/24)	45.00	Officer	$26,942	$1,795	$28,737
CAROL THORNTON MPA	EXEC. DIRECTOR (BEG. 1/14/24)	45.00	Officer	$111,072	$22,727	$133,799
ANN CARNEY	FINANCE DIRECTOR	30.00	Officer	$70,147	$10,437	$80,584

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	$5,818,512	$4,110,896	$107,751,581	$1,707,616
2024	$6,556,664	$3,724,661	$99,366,496	$2,832,003
2023	$3,739,001	$3,418,028	$91,499,514	$320,973
2022	$4,189,583	$3,555,363	$86,864,205	$634,220
2021	$3,866,688	$2,950,771	$107,369,093	$915,917
2020	$5,969,682	$3,352,600	$88,771,705	$2,617,082
2019	$2,890,127	$2,619,106	$89,646,906	$271,021

PARTNERSHIP FOR BETTER HEALTH