HEALTH ACTION COUNCIL (EIN 341449029) - 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

PATTY STARR

Phone

2163282200

Tax Period

2023-07-01 to 2024-06-30

HEALTH ACTION COUNCIL, founded in 1983, is a community nonprofit that reported $4.6M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $4.0M left a modest 14% surplus.

Mission

HEALTH ACTION COUNCIL (HAC) IS A MEMBER-DRIVEN, NOT-FOR-PROFIT 501(C)(6) (CONTINUED ON SCHEDULE O) ORGANIZATION THAT ENHANCES HUMAN AND ECONOMIC HEALTH THROUGH THOUGHT LEADERSHIP, INNOVATIVE SERVICES, AND COLLABORATION. IT PROVIDES VALUE TO ITS MEMBERS BY FACILITATING PROJECTS THAT IMPROVE THE QUALITY AND MODERATE THE COST OF HEALTHCARE PURCHASED BY ITS MEMBERS FOR THEIR EMPLOYEES, DEPENDENTS, AND RETIREES. HAC ALSO COLLABORATES WITH KEY STAKEHOLDERS - HEALTH PLANS, PHYSICIANS, HOSPITALS, AND THE PHARMACEUTICAL INDUSTRY - TO IMPROVE THE QUALITY AND EFFICIENCY OF HEALTHCARE IN THE COMMUNITY.

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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 $0

Program Service Revenue $4,476,927

Investment Income $103,124

Other Revenue $9,943

TOTAL REVENUE $4,589,994

Expense Breakdown

Grants Paid $35,000

Salaries & Benefits $1,898,945

Fundraising Expenses $0

Other Expenses $2,016,962

TOTAL EXPENSES $3,950,907

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,589,994	$4,129,418	+0.1%
Expenses	$3,950,907	$3,768,447	+0.0%
Net Income	$639,087	$360,971	+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

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

$370,564

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATTY STARR	PRESIDENT/CEO	40.00	Officer	$349,568	$20,996	$370,564
AMY CAPITENA-DUFOUR	CHAIR OPS & FINANCE, TREASURER	1.00	Director	$0	$0	$0
KURT HOLLAND	DIRECTOR 7/1/23-6/24/24	1.00	Director	$0	$0	$0
CINDY KIP	CHAIR OPS & FIN,TREAS 7/1/23-1/31/24	1.00	Director	$0	$0	$0
TIM KOWALSKI	DIRECTOR 7/1/23-12/31/23	1.00	Director	$0	$0	$0
MARTHA LANNING	DIRECTOR 7/1/23-6/21/24	1.00	Director	$0	$0	$0
CASSIE LEIBY	BOARD VICE CHAIR	1.00	Director	$0	$0	$0
KEITH RACE	BOARD CHAIR	1.00	Director	$0	$0	$0
ETHAN RUSH	DIRECTOR	1.00	Director	$0	$0	$0
DAVE SMITH	DIRECTOR 7/1/23-8/7/23	1.00	Director	$0	$0	$0
KATHRYN TENG	DIRECTOR 2/1/24-3/30/24	1.00	Director	$0	$0	$0
ROB WATTS	DIRECTOR 2/1/24-6/30/24	1.00	Director	$0	$0	$0

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	$4,589,994	$3,950,907	$9,112,870	$639,087
2023	$4,129,418	$3,768,447	$8,184,597	$360,971
2022	$3,879,854	$3,335,789	$7,274,652	$544,065
2021	$3,605,774	$3,339,076	$7,181,092	$266,698
2020	$3,704,748	$3,915,199	$6,768,192	$-210,451
2019	$3,058,522	$2,775,389	$6,969,957	$283,133
2018	$3,036,685	$2,886,102	$6,666,567	$150,583

HEALTH ACTION COUNCIL