THE CENTRAL BENEFITS HEALTH CARE FOUNDATION (EIN 311502517) - 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

1997

Legal Domicile

Principal Officer

SCOTT G HEITKAMP

Phone

6142514000

Tax Period

2024-01-01 to 2024-12-31

THE CENTRAL BENEFITS HEALTH CARE FOUNDATION, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $599K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $701K exceeded revenue, resulting in a 17% operating deficit.

Mission

THE FOUNDATION IS TO SUPPORT PROGRAMS THAT PROVIDE PREVENTATIVE HEALTH CARE IN THE CENTRAL OHIO AREA.

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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 $0

Program Service Revenue $0

Investment Income $599,326

Other Revenue $0

TOTAL REVENUE $599,326

Expense Breakdown

Grants Paid $662,832

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $662,832

Other Expenses $38,587

TOTAL EXPENSES $701,419

Year-over-Year Comparison

	2024	2023	Change
Revenue	$599,326	$424,274	+0.4%
Expenses	$701,419	$632,413	+0.1%
Net Income	$-102,093	$-208,139	-0.5%

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

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

$1,394,596

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERESA C LONG MD MPH	TRUSTEE/CHAIR	1.00	Officer Director	$0	$0	$0
BENJAMIN MARRISON	TRUSTEE/VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOSEPH HOFFMAN	TRUSTEE/PRESIDENT	1.00	Officer Director	$0	$0	$0
AUTUMN R GLOVER	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS F KRIDLER	SECRETARY	0.50	Officer	$0	$107,467	$1,012,706
SCOTT G HEITKAMP	TREASURER	0.50	Officer	$0	$63,398	$381,890

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	$599,326	$701,419	$9,069,158	$-102,093
2023	$424,274	$632,413	$8,647,035	$-208,139
2022	$284,635	$589,182	$7,980,327	$-304,547
2021	$955,656	$51,519	$10,346,500	$904,137
2020	$652,529	$231,190	$9,350,782	$421,339
2019	$331,241	$29,427	$8,094,796	$301,814
2018	$540,492	$1,495,876	$6,706,194	$-955,384

THE CENTRAL BENEFITS HEALTH CARE FOUNDATION