INTERVENTION ASSOCIATES

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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

2000

Legal Domicile

Principal Officer

JOSEPH K CONNER

Phone

6102549001

Tax Period

2022-01-01 to 2022-12-31

INTERVENTION ASSOCIATES, founded in 2000, is a micro nonprofit in the Health Care sector that reported $29K in total revenue in fiscal year 2022. Revenue fell 80% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $11K, a strong 39% operating margin.

Mission

ADVANCING LONG TERM CARE AND WELLNESS THROUGH INNOVATIVE SOLUTIONS THAT ANTICIPATE AND RESPOND TO LIFELONG HEALTH CARE NEEDS. ENSURING SERVICE EXCELLENCE AND SUSTAINABILITY THROUGH OUR COMMITMENT TO QUAKER VALUES.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $240

INTERVENTION ASSOCIATES (IVA) PROVIDES CARE MANAGEMENT AND GUARDIANSHIP FOR AGED-RELATED DECLINE, ALZHEIMER'S DISEASE, CHRONIC ILLNESS, DEMENTIA, INTELLECTUAL DISABILITY, MENTAL ILLNESS, PHYSICAL...

INTERVENTION ASSOCIATES (IVA) PROVIDES CARE MANAGEMENT AND GUARDIANSHIP FOR AGED-RELATED DECLINE, ALZHEIMER'S DISEASE, CHRONIC ILLNESS, DEMENTIA, INTELLECTUAL DISABILITY, MENTAL ILLNESS, PHYSICAL DISABILITY, SPECIAL NEEDS AND SUBSTANCE ABUSE. IVA PROVIDES PROFESSIONAL ASSESSMENT, CARE PLANNING, COORDINATION OF SERVICES, AND GUARDIANSHIP IF DEEMED NECESSARY BY LOCAL COURTS. DURING 2022, THE ORGANIZATION PROVIDED APPROXIMATELY 1,000 HOURS OF CARE MANAGEMENT SERVICES TO CLIENTS, AND PROVIDED GUARDIANSHIP AND REPRESENTATIVE PAYEE SERVICES FOR 10 INDIVIDUALS.

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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 $0

Program Service Revenue $240

Investment Income $0

Other Revenue $29,194

TOTAL REVENUE $29,434

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,722

Fundraising Expenses $0

Other Expenses $4,214

TOTAL EXPENSES $17,936

Year-over-Year Comparison

	2022	2021	Change
Revenue	$29,434	$146,543	-0.8%
Expenses	$17,936	$247,283	-0.9%
Net Income	$11,498	$-100,740	-1.1%

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

$662,877

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE HAGELE	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
JEANNETTE SANDERS	BOARD MEMBER (UNTIL 9/22)	2.00	Director	$0	$0	$0
STEPHEN LAPIERRE	BOARD MEMBER	2.00	Director	$0	$0	$0
GABRIEL EHRI	BOARD MEMBER	2.00	Director	$0	$0	$0
CAROL A BARBOUR	CHIEF EXECUTIVE OFFICER	0.50	Officer	$0	$11,865	$297,676
JOSEPH K CONNER	CFAO	0.50	Officer	$0	$45,931	$261,423
ELISE N LAMARRA	CHIEF OPERATING OFFICER (UNTIL 6/22)	2.00	Officer	$0	$3,231	$103,778

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	$29,434	$17,936	$9,872	$11,498
2021	$146,543	$247,283	$100,861	$-100,740
2020	$424,028	$654,652	$244,816	$-230,624
2019	$956,850	$985,035	$402,335	$-28,185
2018	$930,681	$1,070,545	$416,554	$-139,864