Fenix Family Health Center

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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

2008

Legal Domicile

Principal Officer

Kimberley Marsh

Phone

8479092004

Tax Period

2023-01-01 to 2023-12-31

Fenix Family Health Center, founded in 2008, is a community nonprofit in the Health Care sector that reported $1.7M in total revenue in fiscal year 2023. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $729K, a strong 42% operating margin.

Mission

To provide low or no cost medical care to low income and uninsured people.

Program Service Accomplishments

Program 1

Expenses: $859,331 Revenue: $511,735

FENIX IS A HIGH-QUALITY, COMPREHENSIVE FAMILY HEALTHCARE FACILITY THAT PROVIDES SERVICES PRIMARILY TO LOW-INCOME AND SPANISH-SPEAKING IMMIGRANT FAMILIES IN LAKE COUNTY, IL. SINCE THE CLINIC HAS...

FENIX IS A HIGH-QUALITY, COMPREHENSIVE FAMILY HEALTHCARE FACILITY THAT PROVIDES SERVICES PRIMARILY TO LOW-INCOME AND SPANISH-SPEAKING IMMIGRANT FAMILIES IN LAKE COUNTY, IL. SINCE THE CLINIC HAS OPENED, IT HAS SERVED GREATER THAN 10,000 INDIVIDUALS, MANY OF WHOM ARE UNINSURED. THE PRIMARY FOCUS OF FENIX IS TO PROVIDE RESPECTFUL CARE BY MEETING THE NEEDS OF THE PATIENTS WITH FLEXIBLE HOURS AND 24 HOUR EMERGENCY AVAILABILITY. FENIX STRIVES TO INTEGRATE MENTAL HEALTH SERVICES INTO EACH PATIENT ENCOUNTER, AND HAS A SOCIAL WORKER ON STAFF TO COUNSEL PATIENTS AT A LOW COST. FENIX ALSO HAS A LAY NUTRITIONIST ON STAFF TO HELP PATIENTS LEARN TO CONTROL DIET-RELATED CHRONIC DISEASE. FENIX WORKS WITH PATIENTS AND THEIR FAMILIES IN ORDER TO ACHIEVE HEALTH AND WELL BEING OF NOT JUST INDIVIDUALS, BUT THE COMMUNITY AS A WHOLE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,209,975

Program Service Revenue $361,830

Investment Income $1,544

Other Revenue $149,905

TOTAL REVENUE $1,723,254

Expense Breakdown

Grants Paid $0

Salaries & Benefits $658,878

Fundraising Expenses $30,874

Program Expenses $859,331

Other Expenses $335,174

TOTAL EXPENSES $994,052

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,723,254	$1,002,144	+0.7%
Expenses	$994,052	$799,388	+0.2%
Net Income	$729,202	$202,756	+2.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Louise Berner-Holmberg MD	CEO and Founder	40.00	Officer Director	$0	$0	$0
Kimberley Marsh JD	President	1.50	Officer Director	$0	$0	$0
Anne O'Brien-Prager JD	Secretary	1.50	Officer Director	$0	$0	$0
Mark Melio	Treasurer	1.50	Officer Director	$0	$0	$0
Marcia Katz MD	Director	1.50	Director	$0	$0	$0
Adrian D'Silva	Director	1.50	Director	$0	$0	$0
Holly Kerr	Director	1.50	Director	$0	$0	$0
Jennie Schott MD	Director	1.50	Director	$0	$0	$0
Gail Sturm	Director	1.50	Director	$0	$0	$0
Anna Maria Viti-Welch	Director	1.50	Director	$0	$0	$0
Arianna Soheil	Chief Operating Officer	40.00	Highest	$139,368	$0	$139,368

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
2024	No data	No data	No data	No data
2023	$1,723,254	$994,052	$1,813,743	$729,202
2022	$1,002,144	$799,388	$1,147,849	$202,756
2021	$897,673	$746,907	$840,631	$150,766
2020	$999,549	$678,640	$714,210	$320,909
2019	$737,777	$810,681	$367,225	$-72,904