Health Partners Foundation

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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

1999

Legal Domicile

Principal Officer

STACI SCOTT

Phone

2159914021

Tax Period

2019-01-01 to 2019-12-31

Health Partners Foundation, founded in 1999, is a small nonprofit in the Human Services sector that reported $247K in total revenue in fiscal year 2019. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $87K, a strong 35% operating margin.

Mission

THE HEALTH PARTNERS FOUNDATION PROVIDES SUPPORT FOR LOW INCOME, NEEDY RESIDENTS WITHIN HEALTH PARTNERS SERVICE AREA. EDUCATIONAL EFFORTS INCLUDE POST-HIGH SCHOOL SCHOLARSHIPS, A MENTORING PROGRAM FOR HIGH SCHOOL STUDENTS, CHILDCARE GRANTS FOR MOTHERS RETURNING TO SCHOOL, SMALL GRANTS TO HIGH-ACHIEVING LOCAL SCHOOLS, AND STUDENT AWARDS FOR PERFECT ATTENDANCE. THE FOUNDATION ALSO SUPPORTS ANTI-VIOLENCE AND EDUCATIONAL EFFORTS BY LOCAL COMMUNITY ORGANIZATIONS, FOOD DRIVES FOR NEEDY FAMILIES AT THANKSGIVING TIME, NEIGHBORHOOD IMPROVEMENTS BY LOCAL COMMUNITY ORGANIZATIONS, AND HOLIDAY GIFTS FOR CHILDREN THROUGH LOCAL SOCIAL SERVICE AGENCIES.

Program Service Accomplishments

Program 1

Expenses: $77,243

EDUCATION - PROVIDE INCENTIVE TO STAY IN SCHOOL FOR CHILDREN WITH HIGH ABSENTEEISM THROUGH ATTENDANCE AWARDS, BOOK PURCHASES, SCHOLARSHIPS, ETC.

Program 2

Expenses: $31,449

FOOD DRIVE - PARTICIPATE WITH THANKSGIVING BASKETS TO NEEDY FAMILIES, AND ASSIST LOCAL ORGANIZATIONS WITH FOOD DRIVES.

Program 3

Expenses: $24,294

OTHER COMMNUNITY PROGRAMS: HOLIDAY GIFT GIVING - DONATE TO LOCAL CHARITY TO ASSIST WITH GIFT PURCHASE AND DISTRIBUTE GIFTS TO ORPHANAGES AND NEEDY FAMILIES. BACK ON OUR FEET - DONATING FOOTWEAR TO...

OTHER COMMNUNITY PROGRAMS: HOLIDAY GIFT GIVING - DONATE TO LOCAL CHARITY TO ASSIST WITH GIFT PURCHASE AND DISTRIBUTE GIFTS TO ORPHANAGES AND NEEDY FAMILIES. BACK ON OUR FEET - DONATING FOOTWEAR TO HOMELESS INDIVIDUALS TO IMPROVE THEIR FOOT HEALTH. ASSIST WITH EMERGENCY RELIEF, PROVIDE GRANTS TO OTHER ORGANIZATIONS IN THE COMMUNITY, PROVIDE CLOTHING TO INFANTS, AND VARIOUS OTHER ACTIVITIES THAT FURTHER THE ECONOMIC STABILITY AND ENVIRONMENT OF THE COMMUNITY HEALTH PARTNERS PLANS SERVES.

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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 (2019)

Revenue Breakdown

Contributions & Grants $239,399

Program Service Revenue $0

Investment Income $5,296

Other Revenue $2,663

TOTAL REVENUE $247,358

Expense Breakdown

Grants Paid $124,793

Salaries & Benefits $0

Fundraising Expenses $2,000

Program Expenses $132,986

Other Expenses $36,042

TOTAL EXPENSES $160,835

Year-over-Year Comparison

	2019	2018	Change
Revenue	$247,358	$173,829	+0.4%
Expenses	$160,835	$135,736	+0.2%
Net Income	$86,523	$38,093	+1.3%

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

N/A

Volunteers

319

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

$1,080,298

Total Directors

$1,664,906

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE DAVIDSON	BOARD CHAIR	3.0	Officer Director	$0	$77,597	$495,167
JOHNNA BAKER	BOARD MEMBER	1.0	Director	$0	$70,601	$442,814
KWADWO DODI	BOARD TREASURER	3.0	Officer Director	$0	$35,343	$280,443
STACI SCOTT	PRESIDENT & EXECUTIVE DIRECTOR	35.0	Officer Director	$0	$12,827	$154,527
NADIA GLENN	BOARD SECRETARY	3.0	Officer Director	$0	$10,786	$150,161
JOANN FRANCIS	BOARD MEMBER	1.0	Director	$0	$10,713	$91,100
LIONELL ROBINSON	BOARD MEMBER	1.0	Director	$0	$2,238	$50,694

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
2019	$247,358	$160,835	$407,841	$86,523