ESSENTIA HEALTH FOUNDATION (EIN 271984704) - 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

2009

Legal Domicile

Principal Officer

MATTHEW PIEDE

Phone

2187868966

Tax Period

2024-07-01 to 2025-06-30

ESSENTIA HEALTH FOUNDATION, founded in 2009, is a community nonprofit in the Health Care sector that reported $7.5M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.6M, a strong 35% operating margin.

Mission

WE ARE CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES.

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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 $6,825,981

Program Service Revenue $0

Investment Income $881,132

Other Revenue $-210,874

TOTAL REVENUE $7,496,239

Expense Breakdown

Grants Paid $1,313,702

Salaries & Benefits $1,879,797

Fundraising Expenses $1,662,172

Program Expenses $1,806,669

Other Expenses $775,022

TOTAL EXPENSES $4,851,078

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,496,239	$6,625,087	+0.1%
Expenses	$4,851,078	$21,450,522	-0.8%
Net Income	$2,645,161	$-14,825,435	-1.2%

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

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

$443,202

Total Directors

$22,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW PIEDE	CHIEF DEVELOPMENT OFFICER	60.00	Officer	$370,360	$50,342	$420,702
SUSAN OMDALEN	FOUNDATION DIRECTOR	60.00	Highest	$156,375	$34,760	$191,135
ROBIN PESTALOZZI	PROGRAM DIRECTOR	60.00	Highest	$129,643	$53,374	$183,017
KIMBERLY STOKES	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$22,500
JASON SCHULLER	BOARD DIRECTOR	1.00	Director	$0	$0	$0
KERRI EDBLAD-CHILCOTE	BOARD CHAIR & TREASURER	1.00	Officer Director	$0	$0	$0
MICHELLE BURIA	BOARD DIRECTOR	1.00	Director	$0	$0	$0
RICHARD BROWN	BOARD CHAIR THRU 12/24	1.00	Officer Director	$0	$0	$0
SHARA FISCHER	BD TREASURER THRU 10/24/BD DIRECTOR	1.00	Officer Director	$0	$0	$0
YVETTE CAMPBELL	BOARD DIRECTOR	1.00	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
2025	$7,496,239	$4,851,078	$25,791,076	$2,645,161
2024	No data	No data	No data	No data
2023	$5,508,669	$4,751,059	$36,679,491	$757,610
2022	$6,660,402	$4,496,453	$33,678,757	$2,163,949
2021	$7,839,859	$4,761,117	$36,732,614	$3,078,742
2020	$5,793,917	$6,634,237	$30,007,922	$-840,320
2019	$7,283,716	$5,860,735	$33,030,284	$1,422,981
2018	$4,329,746	$3,216,083	$30,571,940	$1,113,663

ESSENTIA HEALTH FOUNDATION