ASSOCIATION FOR HEALTHCARE PHILANTHROPY (EIN 237148218) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Principal Officer

ALICE AYRES

Phone

7035326243

Tax Period

2024-07-01 to 2025-06-30

ASSOCIATION FOR HEALTHCARE PHILANTHROPY, founded in 1970, is a community nonprofit that reported $4.3M in total revenue in fiscal year 2017. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $3.7M left a modest 14% surplus.

Mission

TO PROVIDE A SOURCE OF EDUCATION, NETWORKING, INFORMATION, AND RESEARCH OPPORTUNITIES IN HEALTH CARE PHILANTHROPY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,253,060

Investment Income $317,537

Other Revenue $9,050

TOTAL REVENUE $5,579,647

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,718,116

Fundraising Expenses $0

Other Expenses $2,325,201

TOTAL EXPENSES $5,043,317

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,579,647	$4,756,730	+0.2%
Expenses	$5,043,317	$4,596,116	+0.1%
Net Income	$536,330	$160,614	+2.3%

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

Volunteers

146

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

$971,454

Total Directors

$711,853

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAMMY MORISON CFRE	CHAIR (AS OF 11/24)	2.00	Officer Director	$0	$0	$0
JEANNE JACHIM MBA	DIRECTOR	2.00	Director	$0	$0	$0
JULIE E COX FAHP CFRE	DIRECTOR	2.00	Director	$0	$0	$0
SHANNON DUVAL	DIRECTOR (AS OF 11/24)	2.00	Director	$0	$0	$0
SHAWN FINCHER	DIRECTOR (AS OF 11/24)	2.00	Officer Director	$0	$0	$0
RANDY A VARJU MBA FAHP CFRE	IMMEDIATE PAST CHAIR (UNTIL 11/24)	2.00	Officer Director	$0	$0	$0
ARTHUR J OCHOA JD	PAST CHAIR (AS OF 11/24)	2.00	Officer Director	$0	$0	$0
ALICE AYRES MBA	PRESIDENT/CEO	39.00	Officer Director	$649,069	$62,784	$711,853
CRYSTAL HINSON MILLER	SECRETARY/TREASURER (AS OF 11/24)	2.00	Officer Director	$0	$0	$0
PRESTON WALTON	VICE CHAIR (AS OF 11/24)	2.00	Officer Director	$0	$0	$0
NORMAN FLORES	CFO	39.00	Officer	$237,627	$21,974	$259,601
JOHN WILSON	CHIEF LEARNING OFFICER	39.50	Highest	$179,528	$16,559	$196,087
JAMES DONLIN	DIRECTOR OF EVENTS	40.00	Highest	$111,875	$14,003	$125,878
RICHARD KINNEAR	DIRECTOR OF MEMBERSHIP	40.00	Highest	$134,087	$14,216	$148,303
MARY ANN DONLIN	EXEC. ASSIT. / FDN ASSIST.	39.00	Highest	$109,566	$4,744	$114,310
JENNIFER LOVE CHIEF CONTENT	MARKETING OFFICER	39.50	Highest	$222,333	$18,709	$241,042

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	$5,579,647	$5,043,317	$8,357,159	$536,330
2024	No data	No data	No data	No data
2023	$4,584,567	$4,858,782	$7,030,844	$-274,215
2022	$3,401,827	$3,671,347	$6,140,277	$-269,520
2021	$3,554,861	$3,666,884	$6,315,788	$-112,023
2020	$4,143,110	$4,500,147	$5,981,844	$-357,037
2019	$4,079,453	$3,949,637	$6,871,792	$129,816
2018	$4,313,301	$3,688,375	$6,185,429	$624,926

ASSOCIATION FOR HEALTHCARE PHILANTHROPY