COMBINED HEALTH AGENCIES DRIVE (EIN 237162972) - 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

1971

Legal Domicile

Principal Officer

MICHELLE GROSSMAN

Phone

4026148500

Tax Period

2024-07-01 to 2025-06-30

COMBINED HEALTH AGENCIES DRIVE, founded in 1971, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2024. Expenses of $1.4M left a modest 11% surplus.

Mission

IMPROVING LIVES BY RAISING FUNDS FOR NEBRASKA'S HEALTH CHARITIES THROUGH WORKPLACE GIVING.

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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 $1,514,897

Program Service Revenue $840

Investment Income $69,516

Other Revenue $0

TOTAL REVENUE $1,585,253

Expense Breakdown

Grants Paid $829,752

Salaries & Benefits $470,789

Fundraising Expenses $22,563

Program Expenses $1,200,939

Other Expenses $102,614

TOTAL EXPENSES $1,403,155

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,585,253	$1,594,824	0.0%
Expenses	$1,403,155	$1,439,035	0.0%
Net Income	$182,098	$155,789	+0.2%

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

150

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

$199,362

Total Directors

$127,171

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE GROSSMAN	PRESIDENT & CEO	45.00	Officer Director	$109,081	$18,090	$127,171
AMBER PRESTON	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
STEPHANIE VANICEK	TREASURER	1.00	Officer Director	$0	$0	$0
KATIE LOVE	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMIE GUTIERREZ	PAST BOARD CHAIR	1.00	Officer Director	$0	$0	$0
SHARON BRODKEY	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
DAVE BUSHEY	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
MICHAEL DEMMAN	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
JANE BEERMAN	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
KERRY HEINRICH	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
PRISCILLA HENKELMANN	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
BRIAN W KRUSE	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
JACK MCKEEGAN	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
KARA O'CONNOR	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
LINDSAY PATT	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
STEVE PATTERSON	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
VINCE PILLE	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
KELLY VAUGHN	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
KAREN CARSON	MEMBER AGENCY REPRESENTATIVE	1.00	Director	$0	$0	$0
LEAH CASANAVE	MEMBER AGENCY REPRESENTATIVE	1.00	Director	$0	$0	$0
TONY DANIEL	MEMBER AGENCY REPRESENTATIVE	1.00	Director	$0	$0	$0
DAWN GONZALES	MEMBER AGENCY REPRESENTATIVE	1.00	Director	$0	$0	$0
LARRY GUENTHER	MEMBER AGENCY REPRESENTATIVE	1.00	Director	$0	$0	$0
ELIZABETH MCDOWELL	MEMBER AGENCY REPRESENTATIVE	1.00	Director	$0	$0	$0
KATHY NELLOR	MEMBER AGENCY REPRESENTATIVE	1.00	Director	$0	$0	$0
CARLO RINALDI	MEMBER AGENCY REPRESENTATIVE	1.00	Director	$0	$0	$0
MARK RUSSELL	MEMBER AGENCY REPRESENTATIVE	1.00	Director	$0	$0	$0
PETER SENIOR	MEMBER AGENCY REPRESENTATIVE	1.00	Director	$0	$0	$0
TORI SORENSEN	MEMBER AGENCY REPRESENTATIVE	1.00	Director	$0	$0	$0
JENNIFER SPARROCK	MEMBER AGENCY REPRESENTATIVE	1.00	Director	$0	$0	$0
CHAD TREMEL	MEMBER AGENCY REPRESENTATIVE	1.00	Director	$0	$0	$0
NATE UNDERWOOD	MEMBER AGENCY REPRESENTATIVE	1.00	Director	$0	$0	$0
THOMAS WILLIAMS MD	MEMBER AGENCY REPRESENTATIVE	1.00	Director	$0	$0	$0
RONNA ZYLSTRA	MEMBER AGENCY REPRESENTATIVE	1.00	Director	$0	$0	$0
HOWARD DAUBERT	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
ANDREW HUBER	MEMBER AGENCY REPRESENTATIVE	1.00	Director	$0	$0	$0
DAVE JOHNSON	MEMBER AGENCY REPRESENTATIVE	1.00	Director	$0	$0	$0
SHAWNTELL KROESE	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
MACK LA ROCK	MEMBER AGENCY REPRESENTATIVE	1.00	Director	$0	$0	$0
MICHAEL MURPHY	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
LISA RUSSELL	MEMBER AGENCY REPRESENTATIVE	1.00	Director	$0	$0	$0
GRANT SORRELL	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
SHANNON CASTILLO DIRECTOR OF	FINANCE AND ADMINISTRATION	40.00	Officer	$68,759	$3,432	$72,191

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	$1,585,253	$1,403,155	$1,823,227	$182,098
2024	$1,594,824	$1,439,035	$1,848,247	$155,789
2023	$1,568,245	$1,541,141	$1,869,737	$27,104
2022	$1,618,485	$1,587,538	$1,787,751	$30,947
2021	$1,681,488	$1,641,036	$1,956,493	$40,452
2020	$1,578,086	$1,573,940	$1,806,252	$4,146
2019	$1,809,821	$1,806,542	$1,692,224	$3,279
2018	$1,854,619	$1,740,364	$1,666,983	$114,255

COMBINED HEALTH AGENCIES DRIVE