HEALTH POLICY INSTITUTE OF OHIO

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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

2003

Legal Domicile

Principal Officer

AMY ROHLING MCGEE

Phone

6142244950

Tax Period

2023-01-01 to 2023-12-31

HEALTH POLICY INSTITUTE OF OHIO, founded in 2003, is a community nonprofit in the Health Care sector that reported $1.5M in total revenue in fiscal year 2023. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $1.9M exceeded revenue, resulting in a 29% operating deficit.

Mission

OUR MISSION IS TO ADVANCE EVIDENCE-INFORMED POLICIES THAT IMPROVE HEALTH, ACHIEVE EQUITY, AND LEAD TO SUSTAINABLE HEALTHCARE SPENDING IN OHIO.

Program Service Accomplishments

Program 1

Expenses: $574,871

POLICY RESEARCH AND ANALYSIS: HPIO TRANSLATES COMPLEX DATA AND EVIDENCE INTO ACTIONABLE POLICY INSIGHTS. WE DIG DEEP INTO TRENDS AND CONSIDER THE POLICYMAKING LANDSCAPE TO INFORM COMPREHENSIVE...

POLICY RESEARCH AND ANALYSIS: HPIO TRANSLATES COMPLEX DATA AND EVIDENCE INTO ACTIONABLE POLICY INSIGHTS. WE DIG DEEP INTO TRENDS AND CONSIDER THE POLICYMAKING LANDSCAPE TO INFORM COMPREHENSIVE ANALYSIS, FOCUSING ATTENTION ON KEY HEALTH NEEDS THROUGH DATA SNAPSHOTS AND VISUALIZATIONS.

Program 2

Expenses: $492,746

ASSESSMENT & PLANNING: HPIO ASSESSES THE STRENGTHS AND NEEDS OF OUR STATE AND LOCAL COMMUNITIES AND CREATES MEASURABLE PLANS. WE UTILIZE DATA FROM PUBLIC SOURCES AND INSIGHTS GATHERED THROUGH...

ASSESSMENT & PLANNING: HPIO ASSESSES THE STRENGTHS AND NEEDS OF OUR STATE AND LOCAL COMMUNITIES AND CREATES MEASURABLE PLANS. WE UTILIZE DATA FROM PUBLIC SOURCES AND INSIGHTS GATHERED THROUGH ADVISORY COMMITTEES, FOCUS GROUPS, LISTENING SESSIONS AND SURVEYS TO PRIORITIZE ACTION STEPS.

Program 3

Expenses: $328,497

PROGRAM & POLICY EVALUATION: HPIO CONDUCTS BOTH PROCESS AND OUTCOME EVALUATIONS TO ARTICULATE AND MEASURE PROGRESS TOWARD PROGRAM AND POLICY GOALS. HPIO ALSO FACILITATES IMPROVEMENT PROCESSES AND...

PROGRAM & POLICY EVALUATION: HPIO CONDUCTS BOTH PROCESS AND OUTCOME EVALUATIONS TO ARTICULATE AND MEASURE PROGRESS TOWARD PROGRAM AND POLICY GOALS. HPIO ALSO FACILITATES IMPROVEMENT PROCESSES AND CREATES TOOLS THAT ENABLE OTHER ORGANIZATIONS TO EVALUATE EFFECTIVENESS.

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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 $1,370,382

Program Service Revenue $57,657

Investment Income $31,539

Other Revenue $1,950

TOTAL REVENUE $1,461,528

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,486,729

Fundraising Expenses $85,673

Program Expenses $1,642,487

Other Expenses $343,736

TOTAL EXPENSES $1,880,865

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,461,528	$2,094,451	-0.3%
Expenses	$1,880,865	$1,648,930	+0.1%
Net Income	$-419,337	$445,521	-1.9%

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

100

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

$227,838

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER CHUBINSKI	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
DEENA CHISOLM	CHAIR	1.00	Officer Director	$0	$0	$0
ADRIENNE MUNDORF	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CHRIS WHISTLER	TREASURER	1.00	Officer Director	$0	$0	$0
KARA AYERS	DIRECTOR	1.00	Director	$0	$0	$0
CHAD BROWN	DIRECTOR	1.00	Director	$0	$0	$0
WALLACE CHAMBERS	DIRECTOR	1.00	Director	$0	$0	$0
MOLLY CULBERTSON	SECRETARY	1.00	Officer Director	$0	$0	$0
ERIC DEWALD	DIRECTOR	1.00	Director	$0	$0	$0
MARIA ESPINOLA	DIRECTOR	1.00	Director	$0	$0	$0
VICKI GIAMBRONE	DIRECTOR	1.00	Director	$0	$0	$0
ANNE GOON	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW HARMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HUMPHREY MD	DIRECTOR	1.00	Director	$0	$0	$0
TONYA JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY LAM MD	DIRECTOR	1.00	Director	$0	$0	$0
SRINIVAS MERUGU	DIRECTOR	1.00	Director	$0	$0	$0
DENISE MOORE	DIRECTOR	1.00	Director	$0	$0	$0
TIA MARCEL MORETTI	DIRECTOR	1.00	Director	$0	$0	$0
DAN PAOLETTI	DIRECTOR	1.00	Director	$0	$0	$0
FALLON PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
BRITNEY WARD	DIRECTOR	1.00	Director	$0	$0	$0
KATE SCHRODER	DIRECTOR	1.00	Director	$0	$0	$0
AMY ROHLING MCGEE	PRESIDENT	37.50	Officer	$198,943	$28,895	$227,838
NICHOLAS WISELOGEL	VICE PRESIDENT	37.50	Highest	$116,534	$16,551	$133,085
HAILEY AKAH	VICE PRESIDENT	37.50	Highest	$105,900	$22,382	$128,282

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	$1,461,528	$1,880,865	$2,038,040	$-419,337
2022	$2,094,451	$1,648,930	$2,473,057	$445,521
2021	$1,486,647	$1,592,318	$1,744,935	$-105,671
2020	$1,598,807	$1,488,613	$1,845,105	$110,194
2019	$1,170,760	$1,489,770	$1,703,309	$-319,010
2018	$1,557,070	$1,343,773	$2,057,282	$213,297