INDIANA PRIMARY HEALTH CARE ASSOC INC (EIN 311068777) - 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

1982

Legal Domicile

Principal Officer

SEAN HERBOLD

Phone

3176300845

Tax Period

2024-04-01 to 2025-03-31

INDIANA PRIMARY HEALTH CARE ASSOC INC, founded in 1982, is a community nonprofit in the Health Care sector that reported $5.3M in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. Expenses of $4.8M left a modest 10% surplus.

Mission

TO ADVOCATE FOR ACCESS TO QUALITY PRIMARY HEALTHCARE FOR ALL THOSE UNINSURED AND UNDER INSURED RESIDING IN INDIANA AND TO SUPPORT THE GROWTH AND DEVELOPMENT OF COMMUNITY-ORIENTED PRIMARY CARE AND POPULATION HEALTH 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 (2024)

Revenue Breakdown

Contributions & Grants $3,176,966

Program Service Revenue $2,012,006

Investment Income $72,133

Other Revenue $142

TOTAL REVENUE $5,261,247

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,238,816

Fundraising Expenses $0

Program Expenses $4,426,206

Other Expenses $2,512,989

TOTAL EXPENSES $4,751,805

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,261,247	$3,524,545	+0.5%
Expenses	$4,751,805	$3,341,487	+0.4%
Net Income	$509,442	$183,058	+1.8%

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

$381,110

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGIE ZAEGEL	CHAIR	4.00	Officer Director	$0	$0	$0
ANN LUNDY	VICE CHAIR	3.00	Officer Director	$0	$0	$0
DANITA JOHNSON-WOODS	SECRETARY	3.00	Officer Director	$0	$0	$0
MARC HACKETT	TREASURER	3.00	Officer Director	$0	$0	$0
DAWN HAUT	PAST CHAIR	1.00	Director	$0	$0	$0
BETH KEENEY	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN AYARS	DIRECTOR	1.00	Director	$0	$0	$0
CLARANCE BOYKIN	DIRECTOR	1.00	Director	$0	$0	$0
JANET SEABROOK	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER EMMONS	DIRECTOR	1.00	Director	$0	$0	$0
LORI HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
SANDEE STRADER-MCMILLEN	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT ROLLETT	DIRECTOR	1.00	Director	$0	$0	$0
SHERRY GRAY	DIRECTOR	1.00	Director	$0	$0	$0
TJ WARREN	DIRECTOR	1.00	Director	$0	$0	$0
BENJAMIN HARVEY	CEO	40.00	Officer	$183,560	$31,973	$215,533
SEAN HERBOLD	CFO	40.00	Officer	$147,197	$18,380	$165,577
NICHOLE STILLIANOS	CHIEF CLINICAL OFFICER	32.00	Highest	$161,278	$24,870	$186,148
ANGELA BOYER	CHIEF STRATEGY OFFICER	40.00	Highest	$153,530	$30,500	$184,030
DALE JOHNSON	CHIEF HEALTH CENTER FINANCE AND POLICY DIRECTOR	40.00	Highest	$102,450	$25,283	$127,733

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	$5,261,247	$4,751,805	$3,406,238	$509,442
2024	$3,524,545	$3,341,487	$2,548,721	$183,058
2023	$3,714,640	$3,701,415	$2,320,139	$13,225
2022	$3,828,591	$3,687,765	$2,546,350	$140,826
2021	$2,882,143	$2,871,388	$1,677,813	$10,755
2020	$2,608,376	$2,539,499	$1,622,211	$68,877
2019	$3,090,071	$2,732,504	$1,562,479	$357,567

INDIANA PRIMARY HEALTH CARE ASSOC INC