CONGENITAL HEART ALLIANCE OF CINCINNATI (EIN 310537129) - 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

1940

Legal Domicile

Principal Officer

Marc Pliskin

Phone

5137740300

Tax Period

2023-07-01 to 2024-06-30

CONGENITAL HEART ALLIANCE OF CINCINNATI, founded in 1940, is a small nonprofit that reported $630K in total revenue in fiscal year 2023. Revenue surged 137% from the prior year, signaling strong growth momentum. The organization ran a surplus of $170K, a strong 27% operating margin.

Mission

To inspire heartfelt hope in patients and families impacted by congenital heart defects, as well as the medical practitioners that care for them, through the funding of groundbreaking research, global collaboration, and holistic well-being initiatives.

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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 $100,009

Program Service Revenue $0

Investment Income $559,596

Other Revenue $-29,563

TOTAL REVENUE $630,042

Expense Breakdown

Grants Paid $277,635

Salaries & Benefits $0

Fundraising Expenses $1,531

Program Expenses $375,113

Other Expenses $182,764

TOTAL EXPENSES $460,399

Year-over-Year Comparison

	2023	2022	Change
Revenue	$630,042	$265,656	+1.4%
Expenses	$460,399	$377,014	+0.2%
Net Income	$169,643	$-111,358	-2.5%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Terry Karageorges	Trustee	2.00	Director	$0	$0	$0
Zerlina Dubois	President	2.00	Officer Director	$0	$0	$0
Chad Kamstra	Trustee	2.00	Director	$0	$0	$0
William Flynn	Secretary	2.00	Officer Director	$0	$0	$0
Marc Pliskin	Treasurer	2.00	Officer Director	$0	$0	$0
Julie Balzano	Trustee	2.00	Director	$0	$0	$0
Allison Creaghead	Trustee	2.00	Director	$0	$0	$0
Michael Katchman	Trustee	2.00	Director	$0	$0	$0
Dana Kimball	Trustee	2.00	Director	$0	$0	$0
Gina Menninger	Trustee	2.00	Director	$0	$0	$0
Stephanie Nightengale	Trustee	2.00	Director	$0	$0	$0
Megan Horsley	Trustee	2.00	Director	$0	$0	$0
Heather Bucher	Trustee	2.00	Director	$0	$0	$0
Charlene Pfingstag	Trustee	2.00	Director	$0	$0	$0
Spencer Timmel	Trustee	2.00	Director	$0	$0	$0
Sallie Sumerel	Trustee	2.00	Director	$0	$0	$0
Joshua Rand	Vice- President	2.00	Officer Director	$0	$0	$0
Paticia Payne	Trustee	2.00	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	No data	No data	No data	No data
2024	$630,042	$460,399	$8,772,031	$169,643
2023	$265,656	$377,014	$8,005,549	$-111,358
2022	$375,714	$673,448	$7,392,968	$-297,734
2021	$307,793	$275,342	$9,118,740	$32,451
2019	$220,681	$576,220	$7,572,815	$-355,539

CONGENITAL HEART ALLIANCE OF CINCINNATI