ALLIES FOR HEALTH WELLBEING (EIN 251537128) - 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

1986

Legal Domicile

Principal Officer

MARY BOCKOVICH

Phone

4123450568

Tax Period

2024-07-01 to 2025-06-30

ALLIES FOR HEALTH WELLBEING, founded in 1986, is a mid-sized nonprofit in the Diseases & Disorders sector that reported $10.0M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 19% operating margin.

Mission

TO IMPROVE THE HEALTH OF INDIVIDUALS LIVING WITH OR AT RISK OF INFECTIOUS DISEASES.

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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 $4,827,623

Program Service Revenue $468,239

Investment Income $132,562

Other Revenue $4,606,594

TOTAL REVENUE $10,035,018

Expense Breakdown

Grants Paid $981,696

Salaries & Benefits $4,698,331

Fundraising Expenses $490,250

Program Expenses $7,252,758

Other Expenses $2,476,856

TOTAL EXPENSES $8,156,883

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,035,018	$8,056,850	+0.2%
Expenses	$8,156,883	$7,318,174	+0.1%
Net Income	$1,878,135	$738,676	+1.5%

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

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

$655,223

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL BLOCK CPA	BOARD TREASURER	4.00	Officer Director	$0	$0	$0
GWYN CREADY	BOARD SECRETARY	4.00	Officer Director	$0	$0	$0
JAMES GIAMMARCO	BOARD MEMBER	2.00	Director	$0	$0	$0
KERI HARMICAR	BOARD VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
DANIEL SPICE MBA	BOARD MEMBER (LEFT DEC 2024)	2.00	Director	$0	$0	$0
BART RAULUK	BOARD PRESIDENT (LEFT JULY 2025)	4.00	Officer Director	$0	$0	$0
SUSAN HUNT MD FACP	BOARD MEMBER	2.00	Director	$0	$0	$0
ANGELA LUCENTE-PROKOP	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES CASSARO	BOARD MEMBER	2.00	Director	$0	$0	$0
NAYCK FELIZ	BOARD MEMBER	2.00	Director	$0	$0	$0
KIRSTEN FRANZEN	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHELLE PAGANO-HECK	BOARD MEMBER	2.00	Director	$0	$0	$0
MARY IRWIN SCOTT	BOARD MEMBER (JOINED JAN 2025)	2.00	Director	$0	$0	$0
SHENAY JEFFREY	BOARD MEMBER (JOINED MAY 2025)	2.00	Director	$0	$0	$0
SEAN DEYOUNG	CHIEF EXECUTIVE OFFICER (LEFT JULY 2024)	40.00	Officer	$178,197	$13,990	$192,187
CARRIE REIGHARD	CHIEF FINANCIAL OFFICER	40.00	Officer	$152,774	$22,793	$175,567
MARY BOCKOVICH	CHIEF EXECUTIVE OFFICER	40.00	Officer	$151,804	$15,975	$167,779
MARK MARSEN	CHIEF CULTURE & PEOPLE (LEFT JAN 2025)	40.00	Officer	$104,005	$15,685	$119,690
REBECCA ALTMAN	NURSE PRACTIONER	40.00	Highest	$136,785	$13,492	$150,277
NCHIMA CHIBAYE	NURSE PRACTIONER	40.00	Highest	$110,607	$4,065	$114,672
JACQUE DERUBBO	SENIOR DIRECTOR OF CLINICAL SERVICES	40.00	Highest	$101,673	$3,455	$105,128

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	$10,035,018	$8,156,883	$8,852,778	$1,878,135
2024	$8,056,850	$7,318,174	$7,122,895	$738,676
2023	$7,091,172	$6,761,292	$5,957,545	$329,880
2022	$5,354,989	$6,095,470	$4,754,594	$-740,481
2021	$6,585,138	$6,220,163	$5,603,564	$364,975
2020	$6,080,023	$5,585,190	$4,978,519	$494,833
2019	$4,908,204	$4,528,146	$4,143,608	$380,058
2018	$4,367,028	$4,003,082	$3,644,881	$363,946

ALLIES FOR HEALTH WELLBEING