Healthworks KHA Foundation Inc (EIN 237058598) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

Jennifer Findley

Phone

7852337436

Tax Period

2025-01-01 to 2025-12-31

Healthworks KHA Foundation Inc, founded in 1969, is a community nonprofit in the Education sector that reported $3.6M in total revenue in fiscal year 2025. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 32% operating margin.

Mission

Facilitate collaboration and innovation to improve health.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $2,842,945

Program Service Revenue $379,813

Investment Income $403,574

Other Revenue $0

TOTAL REVENUE $3,626,332

Expense Breakdown

Grants Paid $59,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,308,939

Other Expenses $2,410,040

TOTAL EXPENSES $2,469,540

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,626,332	$2,946,517	+0.2%
Expenses	$2,469,540	$2,620,780	-0.1%
Net Income	$1,156,792	$325,737	+2.6%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$200,111

Total Directors

$814,463

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chad R Austin	Director	5.60	Director	$0	$85,658	$614,352
Austin M Gillard	Past Chair	0.00	Officer Director	$0	$0	$0
Jennifer Findley	Executive Director	21.60	Officer Director	$0	$55,201	$200,111
Edward Herrman	Chair	0.00	Officer Director	$0	$0	$0
Dee Dee Dewell	Chair Elect	0.00	Officer Director	$0	$0	$0
Janell Goodno	Secretary/Treasurer	0.00	Officer Director	$0	$0	$0
Claudio J Ferraro	Director	0.00	Director	$0	$0	$0
Brian Lawrence	Director	0.00	Director	$0	$0	$0
Stephanie Bjornstad	Director	0.00	Director	$0	$0	$0
Robin Durrett DO	Director	0.00	Director	$0	$0	$0
Sandra Dickerson	Director	0.00	Director	$0	$0	$0
John Fitzthum	Director	0.00	Director	$0	$0	$0
Sarah Ragsdale	Director	0.00	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	$3,626,332	$2,469,540	$8,725,365	$1,156,792
2024	No data	No data	No data	No data
2023	$12,540,281	$11,827,410	$8,496,276	$712,871
2022	$13,830,744	$13,963,367	$17,059,906	$-132,623
2021	$6,936,108	$6,588,437	$6,268,080	$347,671
2020	$5,912,585	$5,776,066	$10,848,145	$136,519
2019	$3,391,483	$2,012,547	$5,498,915	$1,378,936
2018	$2,103,184	$1,588,045	$4,171,871	$515,139

Healthworks KHA Foundation Inc