THE HAROLD P FREEMAN PATIENT NAVIGATION INSTITUTE INC (EIN 271858693) - 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

HAROLD P FREEMAN MD

Phone

6463804060

Tax Period

2020-01-01 to 2020-12-31

THE HAROLD P FREEMAN PATIENT NAVIGATION INSTITUTE INC, founded in 2010, is a micro nonprofit that reported $2K in total revenue in fiscal year 2020. Revenue fell 98% from the prior year — a significant decline worth monitoring. Expenses of $109K exceeded revenue, resulting in a 5384% operating deficit.

Mission

THE HAROLD P. FREEMAN PATIENT NAVIGATION INSTITUTE, INC. WAS FORMED TO PROVIDE PATIENT NAVIGATION TRAINING PROGRAMS WHICH ASSIST INDIVIDUALS IN OBTAINING TIMELY SCREENING, DIAGNOSIS AND TREATMENT OF CANCER AND OTHER CHRONIC DISEASES; TO DEVELOP OR EXPAND PATIENT NAVIGATION PROGRAMS TO BENEFIT PATIENTS WHO MEET BARRIERS TO TIMELY DIAGNOSIS AND TREATMENT OF CANCER AND OTHER CHRONIC DISEASES; TO EXPAND THE AWARENESS OF CARE GIVERS OF THE NEEDS OF PATIENTS UNDERGOING DIAGNOSIS AND TREATMENT OF CANCER AND OTHER CHRONIC DISEASES; AND TO ASSIST THOSE LIVING WITH CANCER, AND OTHER CHRONIC DISEASES, IN OBTAINING AVAILABLE SUPPORT SERVICES.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,990

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,990

Expense Breakdown

Grants Paid $0

Salaries & Benefits $58,977

Fundraising Expenses $0

Program Expenses $100,291

Other Expenses $50,161

TOTAL EXPENSES $109,138

Year-over-Year Comparison

	2020	2019	Change
Revenue	$1,990	$98,838	-1.0%
Expenses	$109,138	$146,237	-0.3%
Net Income	$-107,148	$-47,399	+1.3%

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

N/A

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

$47,077

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HAROLD P FREEMAN MD	PRESIDENT	5.00	Officer	$47,077	$0	$47,077
DEE DEE RICKS	CHAIRPERSON	N/A	Officer	$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
2020	$1,990	$109,138	No data	$-107,148
2019	$98,838	$146,237	$127,421	$-47,399
2018	$127,085	$285,801	$176,668	$-158,716

THE HAROLD P FREEMAN PATIENT NAVIGATION INSTITUTE INC