PORTAGE PATH BEHAVIORAL HEALTH (EIN 341096055) - 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

1968

Legal Domicile

Principal Officer

TRACY D YAEGER PHD

Phone

3302533100

Tax Period

2023-07-01 to 2024-06-30

PORTAGE PATH BEHAVIORAL HEALTH, founded in 1968, is a mid-sized nonprofit in the Mental Health sector that reported $16.0M in total revenue in fiscal year 2023.

Mission

THE AGENCY PROVIDES MENTAL HEALTH SERVICES FOR ADULTS IN SUMMIT 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 (2023)

Revenue Breakdown

Contributions & Grants $2,171,560

Program Service Revenue $13,579,542

Investment Income $121,489

Other Revenue $118,311

TOTAL REVENUE $15,990,902

Expense Breakdown

Grants Paid $48,012

Salaries & Benefits $10,442,380

Fundraising Expenses $0

Program Expenses $14,546,303

Other Expenses $5,398,178

TOTAL EXPENSES $15,888,570

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,990,902	$15,448,945	+0.0%
Expenses	$15,888,570	$14,908,651	+0.1%
Net Income	$102,332	$540,294	-0.8%

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

221

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

$658,055

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE GILGER	CHAIR	1.00	Officer Director	$0	$0	$0
ROBERT COOPER	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
HEATHER BARNES	TREASURER	1.00	Officer Director	$0	$0	$0
LINDA SUBICH PHD	SECRETARY	1.00	Officer Director	$0	$0	$0
KIMBERLY BUSH	TRUSTEE	1.00	Director	$0	$0	$0
SANDRA DICKSON	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER ECK	TRUSTEE	1.00	Director	$0	$0	$0
LILLIE JACKSON	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS KRAPF	TRUSTEE	1.00	Director	$0	$0	$0
RHONDA MALLARD	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM MCCUE MD	TRUSTEE	1.00	Director	$0	$0	$0
ANNE MERCHANT	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL THOMAS	TRUSTEE	1.00	Director	$0	$0	$0
TRACY YAEGER PHD	PRESIDENT	37.00	Officer	$229,781	$17,164	$246,945
JESSICA BAHRY	CFO	37.70	Officer	$85,398	$24,973	$110,371
RAMAN KRIMPURI	VP/MEDICAL DIRECTOR	40.00	Officer	$286,679	$14,060	$300,739
GABRIELA FEIER MD	MD	40.00	Highest	$335,193	$37,583	$372,776
MARILENA ACHIM MD	MD	40.00	Highest	$323,817	$38,934	$362,751
MANZOOR ELAHI MD	MD	40.00	Highest	$257,277	$38,518	$295,795
YUAN-HUA THAKORE MD	MD	24.00	Highest	$173,832	$12,266	$186,098
JULIE ASHKAR	MD	40.00	Highest	$141,044	$27,959	$169,003

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	No data	No data	No data	No data
2024	$15,990,902	$15,888,570	$6,336,370	$102,332
2023	$15,448,945	$14,908,651	$6,343,415	$540,294
2022	$14,560,308	$13,679,008	$5,312,257	$881,300
2021	$14,156,439	$12,888,962	$4,494,730	$1,267,477
2020	$12,128,969	$12,391,739	$5,262,602	$-262,770
2018	$11,216,985	$11,514,000	$2,872,773	$-297,015

PORTAGE PATH BEHAVIORAL HEALTH