SOCIETY FOR SOCIAL WORK LEADERSHIP IN HEALTH CARE (EIN 233100897) - 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

Phone

2155643484

Tax Period

2020-07-01 to 2021-06-30

SOCIETY FOR SOCIAL WORK LEADERSHIP IN HEALTH CARE, founded in 2001, is a small nonprofit in the Community Improvement sector that reported $184K in total revenue in fiscal year 2020. Revenue fell 30% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $36K, a strong 19% operating margin.

Mission

TO MODEL AND PROMOTE EXCELLENCE OF SOCIAL WORK LEADERSHIP IN HEALTH CARE.

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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 (2020)

Revenue Breakdown

Contributions & Grants $40,225

Program Service Revenue $143,371

Investment Income $0

Other Revenue $0

TOTAL REVENUE $183,596

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $148,060

TOTAL EXPENSES $148,060

Year-over-Year Comparison

	2020	2019	Change
Revenue	$183,596	$263,896	-0.3%
Expenses	$148,060	$263,700	-0.4%
Net Income	$35,536	$196	+180.3%

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
Jeanette Foster	President	1.00	Officer Director	$0	$0	$0
Heather Brungardt	Past President	1.00	Officer Director	$0	$0	$0
Karen Nelson	Treasurer	1.00	Officer Director	$0	$0	$0
Angela M Alvarado	Director	1.00	Director	$0	$0	$0
Gary Bailey	Director	1.00	Director	$0	$0	$0
Erika Jewell	Director	1.00	Director	$0	$0	$0
Alissa Mallow	Director	1.00	Director	$0	$0	$0
Christopher McLaughlin	Director	1.00	Director	$0	$0	$0
Kristyna Tan	Director	1.00	Director	$0	$0	$0
Christine Wilkins	Director	1.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	No data	No data	No data	No data
2021	$183,596	$148,060	$99,274	$35,536
2020	$263,896	$263,700	$49,902	$196
2020	No data	No data	No data	No data
2019	$257,970	$266,550	$89,485	$-8,580
2019	$257,970	$266,550	$89,485	$-8,580
2018	$211,134	$261,646	$73,866	$-50,512

SOCIETY FOR SOCIAL WORK LEADERSHIP IN HEALTH CARE