GLOBAL TO LOCAL HEALTH INITIATIVE (EIN 273133200) - 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

KERRIE CARBARY

Phone

2063590536

Tax Period

2023-01-01 to 2023-12-31

GLOBAL TO LOCAL HEALTH INITIATIVE, founded in 2010, is a community nonprofit in the Health Care sector that reported $1.5M in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $1.9M exceeded revenue, resulting in a 24% operating deficit.

Mission

GLOBAL TO LOCAL'S MISSION IS TO ADVANCE HEALTH EQUITY AND IMPROVE HEALTH IN U.S. COMMUNITIES THROUGH THE APPLICATION OF BEST PRACTICES FROM AROUND THE WORLD.

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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 $1,473,015

Program Service Revenue $49,769

Investment Income $16,038

Other Revenue $0

TOTAL REVENUE $1,538,822

Expense Breakdown

Grants Paid $251,704

Salaries & Benefits $1,128,027

Fundraising Expenses $24,354

Program Expenses $1,543,919

Other Expenses $521,408

TOTAL EXPENSES $1,910,139

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,538,822	$1,825,795	-0.2%
Expenses	$1,910,139	$1,859,824	+0.0%
Net Income	$-371,317	$-34,029	+9.9%

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

$263,252

Total Directors

$89,016

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN MCCLURE	DIRECTOR START SEPT, ED UNTIL AUGUST	40.00	Officer Director	$82,408	$6,608	$89,016
ARNI VILLANUEVA CARULLO	PRESIDENT	1.00	Officer Director	$0	$0	$0
ABDI FAYOKE	TREASURER	1.00	Officer Director	$0	$0	$0
PEGGY LIAO	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN BEHRENDS	FINANCE DIRECTOR UNTIL OCTOBER	40.00	Officer	$81,280	$7,249	$88,529
SANDRA LARGAESPADA	INTERIM EXECUTIVE DIRECTOR START DECEMBER	40.00	Officer	$80,246	$5,461	$85,707

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	$1,538,822	$1,910,139	$2,522,833	$-371,317
2022	$1,825,795	$1,859,824	$2,997,385	$-34,029
2021	$1,939,018	$1,553,434	$2,221,351	$385,584
2020	$1,198,159	$1,493,404	$2,237,818	$-295,245
2019	$2,675,214	$1,507,936	$2,187,206	$1,167,278
2018	$1,539,618	$1,906,081	$875,872	$-366,463

GLOBAL TO LOCAL HEALTH INITIATIVE