THE HEALTHCARE CONNECTION INC (EIN 310822524) - 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

1970

Legal Domicile

Principal Officer

JOLENE JOSEPH

Phone

5134833076

Tax Period

2024-01-01 to 2024-12-31

THE HEALTHCARE CONNECTION INC, founded in 1970, is a mid-sized nonprofit that reported $16.7M in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $15.9M left a modest 5% surplus.

Mission

FEDERALLY QUALIFIED HEALTH CENTER THAT PROVIDES PRIMARY HEALTHCARE SERVICES TO THE MEDICALLY INDIGENT POPULATION OF HAMILTON COUNTY, OHIO.

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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 $3,008,582

Program Service Revenue $13,639,617

Investment Income $35,432

Other Revenue $0

TOTAL REVENUE $16,683,631

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,572,341

Fundraising Expenses $44,155

Program Expenses $11,920,535

Other Expenses $7,347,770

TOTAL EXPENSES $15,920,111

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,683,631	$12,217,533	+0.4%
Expenses	$15,920,111	$13,614,104	+0.2%
Net Income	$763,520	$-1,396,571	-1.5%

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

176

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

$953,447

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN D O'CONNELL	CHAIR	1.00	Officer Director	$0	$0	$0
AMANDA CHANGET	SECRETARY	1.00	Officer Director	$0	$0	$0
CHARLOTTEE POWELL	SECRETARY (SERVED UNTIL 01/2024)	1.00	Officer Director	$0	$0	$0
MALICK BA	TRUSTEE	1.00	Director	$0	$0	$0
NANETTE BENTLEY	TRUSTEE	1.00	Director	$0	$0	$0
LINDA CHILDS-JETER	TRUSTEE	1.00	Director	$0	$0	$0
JAMES T COWAN	TRUSTEE	1.00	Director	$0	$0	$0
ADAM CURRY	TRUSTEE	1.00	Director	$0	$0	$0
ELISA DE LEON FARIAS	TRUSTEE	1.00	Director	$0	$0	$0
DENISE J HAYES	TRUSTEE	1.00	Director	$0	$0	$0
SOLIMAR JIMENEZ	TRUSTEE	1.00	Director	$0	$0	$0
LAVERNE MITCHELL	TRUSTEE	1.00	Director	$0	$0	$0
IRIS MONTGOMERY	TRUSTEE	1.00	Director	$0	$0	$0
DENISE PITTS	TRUSTEE	1.00	Director	$0	$0	$0
JAGDEEP SANGHA	TRUSTEE	1.00	Director	$0	$0	$0
LISA SLOANE	TRUSTEE (SERVED UNTIL 07/2024)	1.00	Director	$0	$0	$0
SHARONDA WILSON	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA WINTER	TRUSTEE	1.00	Director	$0	$0	$0
TAMARAH WYNN	TRUSTEE	1.00	Director	$0	$0	$0
LYNDA RIDDLE	CDO	32.00	Officer	$162,588	$0	$162,588
JOLENE JOSEPH	CEO	45.00	Officer	$188,551	$11,963	$200,514
MATTHEW BAUER	CMO	40.00	Officer	$245,765	$21,428	$267,193
ANGELA HARTMAN	COO	40.00	Officer	$115,655	$27,392	$143,047
BARBARA BAILEY	COO	37.00	Officer	$128,945	$11,113	$140,058
RACHEL LITTLE	CFO (BEGAN 09/2024)	40.00	Officer	$32,535	$7,512	$40,047
MARY WEATHERINGTON	PHYSICIAN	40.00	Highest	$207,865	$1,697	$209,562
DANIEL WHALEN	PHYSICIAN	47.00	Highest	$195,810	$33,662	$229,472
KATHLEEN DUBOSE	DENTIST	38.00	Highest	$151,405	$9,204	$160,609
ASHLEY COLLINS	PHYSICIAN	31.00	Highest	$143,059	$12,238	$155,297
KELSEY NEAL	PHYSICIAN	40.00	Highest	$138,335	$8,877	$147,212

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	$16,683,631	$15,920,111	$11,380,552	$763,520
2023	$12,217,533	$13,614,104	$10,684,092	$-1,396,571
2022	$13,619,349	$13,020,048	$12,668,239	$599,301
2021	$12,613,118	$11,615,199	$12,714,456	$997,919
2020	$11,027,617	$9,582,777	$11,548,606	$1,444,840
2019	$8,905,569	$8,195,654	$7,614,607	$709,915
2018	$8,195,959	$7,933,411	$6,069,403	$262,548

THE HEALTHCARE CONNECTION INC