Healthcare Private Equity Association (EIN 271707117) - 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

2010

Legal Domicile

Principal Officer

Geoff Lieberthal

Phone

4342427773

Tax Period

2024-01-01 to 2024-12-31

Healthcare Private Equity Association, founded in 2010, is a small nonprofit in the Health Care sector that reported $756K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $927K exceeded revenue, resulting in a 23% operating deficit.

Mission

To create a dedicated network that supports the education, knowledge and relationships of the healthcare private equity community.

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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 $750,749

Program Service Revenue $0

Investment Income $5,633

Other Revenue $0

TOTAL REVENUE $756,382

Expense Breakdown

Grants Paid $0

Salaries & Benefits $261,475

Fundraising Expenses $0

Program Expenses $857,123

Other Expenses $665,695

TOTAL EXPENSES $927,170

Year-over-Year Comparison

	2024	2023	Change
Revenue	$756,382	$684,799	+0.1%
Expenses	$927,170	$618,421	+0.5%
Net Income	$-170,788	$66,378	-3.6%

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

N/A

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

$196,312

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Melisa Gardiner	Secretary	040.00	Officer Highest	$196,312	$0	$196,312
Alex Albert	Director	002.00	Director	$0	$0	$0
Amy Christensen	Director	002.00	Director	$0	$0	$0
Andrew Carvanna	Director	002.00	Director	$0	$0	$0
Doug Schillinger	Director	002.00	Director	$0	$0	$0
Geoff Lieberthal	President	005.00	Officer Director	$0	$0	$0
Josh Nelson	Director	002.00	Director	$0	$0	$0
David Tamburi	Director	002.00	Director	$0	$0	$0
Nick O'Leary	Director	002.00	Director	$0	$0	$0
Fazle Husain	VIce President	005.00	Officer Director	$0	$0	$0
Katherine Wood	Director	002.00	Director	$0	$0	$0
Ben Magano	Director	002.00	Director	$0	$0	$0
Sarah Kim	Director	002.00	Director	$0	$0	$0
Amr Kronfol	Director	002.00	Director	$0	$0	$0
Church Moore	Director	002.00	Director	$0	$0	$0
John Richardson	Director	002.00	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
2024	$756,382	$927,170	$699,225	$-170,788
2023	$684,799	$618,421	$869,518	$66,378
2022	$650,300	$506,147	$802,462	$144,153
2021	$480,034	$352,688	$657,652	$127,346
2020	$427,439	$339,532	$530,306	$87,907
2019	$367,450	$289,604	$442,399	$77,846
2018	$342,500	$448,559	$364,553	$-106,059

Healthcare Private Equity Association