FIDELITY HEALTH CARE (EIN 311075381) - 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

1983

Legal Domicile

Principal Officer

J NICK LAIR

Phone

9374999942

Tax Period

2023-01-01 to 2023-12-31

FIDELITY HEALTH CARE, founded in 1983, is a mid-sized nonprofit in the Health Care sector that reported $54.8M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

SEE PART III, LINE 1

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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 $36,431

Program Service Revenue $51,780,745

Investment Income $78,752

Other Revenue $2,866,055

TOTAL REVENUE $54,761,983

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,946,091

Fundraising Expenses $0

Program Expenses $45,912,478

Other Expenses $11,809,658

TOTAL EXPENSES $53,755,749

Year-over-Year Comparison

	2023	2022	Change
Revenue	$54,761,983	$49,590,010	+0.1%
Expenses	$53,755,749	$47,925,898	+0.1%
Net Income	$1,006,234	$1,664,112	-0.4%

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

N/A

Employees

865

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

$2,087,739

Total Directors

$3,073,735

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER J HAULER DO	TRUSTEE (TO APR)	0.50	Director	$0	$303,885	$1,261,248
J NICK LAIR	PRESIDENT & CEO (FROM JUN)	28.00	Officer Director	$0	$57,305	$506,957
JOSEPH P ALLEN MD	BOARD CHAIR	0.50	Officer Director	$0	$25,838	$475,416
PAULA J THOMPSON	PRESIDENT & CEO (TO JUN)	24.00	Officer Director	$404,773	$50,445	$455,218
RENEE L MOCK	BOARD TREASURER	0.50	Officer Director	$0	$32,295	$374,896
BENJAMIN A WATSON ESQ	BOARD SECRETARY (TO OCT)	0.50	Officer	$0	$14,504	$181,408
ELIZABETH D WILFONG ESQ	BOARD SECRETARY (FROM OCT)	0.50	Officer	$0	$361	$93,844
DARIN S TAYLOR	VP CHIEF NURSING OFFICER	40.00	Highest	$213,169	$64,304	$277,473
JERRY J TASSET	PHYSICIAN	40.00	Highest	$258,156	$8,797	$266,953
ERIC D NAPIER	DIRECTOR RETAIL PHARMACY	40.00	Highest	$200,693	$24,082	$224,775
SANDRA R HAIG	SR DIRECTOR OPERATIONS	40.00	Highest	$181,607	$20,929	$202,536
SHELIA M GRUBB	MANAGER HOME HEALTH COMPLIANCE	40.00	Highest	$171,099	$21,374	$192,473

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	$54,761,983	$53,755,749	$33,455,769	$1,006,234
2022	$49,590,010	$47,925,898	$32,531,727	$1,664,112
2021	$52,779,040	$47,864,394	$33,674,939	$4,914,646
2020	$48,348,465	$46,097,308	$32,167,086	$2,251,157
2019	$57,387,594	$56,762,325	$24,112,804	$625,269
2018	$58,392,764	$58,326,341	$23,757,216	$66,423

FIDELITY HEALTH CARE