ClinicalConnect HIE (EIN 274585032) - 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

PHYLLIS SZYMANSKI PRESDIENT

Phone

4126472345

Tax Period

2024-07-01 to 2025-06-30

ClinicalConnect HIE, founded in 2010, is a community nonprofit in the Health Care sector that reported $4.8M in total revenue in fiscal year 2024. Revenue surged 158% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 26% operating margin.

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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 $0

Program Service Revenue $4,832,498

Investment Income $0

Other Revenue $0

TOTAL REVENUE $4,832,498

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,408,874

Fundraising Expenses $0

Program Expenses $3,579,775

Other Expenses $2,170,901

TOTAL EXPENSES $3,579,775

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,832,498	$1,875,060	+1.6%
Expenses	$3,579,775	$2,509,436	+0.4%
Net Income	$1,252,723	$-634,376	-3.0%

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

$312,959

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHYLLIS SZYMANSKI	PRESIDENT	40.0	Officer	$252,549	$60,410	$312,959
DIANNE CLARK	SENIOR MANAGER, IT	40.0	Highest	$169,494	$31,680	$201,174
MICHAEL GIGLIOTTI	MANAGER, IT	40.0	Highest	$128,077	$38,922	$166,999
RICHARD DUKES	INFO SECURITY ANALYST - SENIOR	40.0	Highest	$96,692	$39,798	$136,490
BERNADETTE BERNACIAK	SYSTEMS ANALYST - INTERMEDIATE	40.0	Highest	$82,043	$20,969	$103,012
NORMAN MITRY	BOARD CHAIRMAN	1.0	Officer Director	$0	$0	$0
DIANE HOLDER R 123124	BOARD MEMBER	1.0	Director	$0	$0	$0
EDWARD MCCALLISTER	BOARD VICE CHAIRMAN	1.0	Officer Director	$0	$0	$0
ROGER LUTZ	BOARD SECRETARY	1.0	Officer Director	$0	$0	$0
RANDI TURKEWITZ	BOARD MEMBER	1.0	Director	$0	$0	$0
MICHALE FLANAGAN	BOARD MEMBER	1.0	Director	$0	$0	$0
JOHN SIX R 90924	BOARD MEMBER	1.0	Director	$0	$0	$0
NICHOLE GERACI	BOARD TREASURER	1.0	Officer 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	$4,832,498	$3,579,775	$3,747,808	$1,252,723
2024	$1,875,060	$2,509,436	$1,352,685	$-634,376
2023	$791,385	$2,017,468	$85,567	$-1,226,083
2022	$741,060	$1,964,891	$85,363	$-1,223,831
2021	$275,898	$2,497,657	$109,237	$-2,221,759
2020	$267,346	$2,644,571	$64,052	$-2,377,225
2019	$168,462	$2,732,603	$222,954	$-2,564,141
2018	$176,401	$2,164,203	$697,519	$-1,987,802

ClinicalConnect HIE