HEALTHVISIONS MIDWEST INC (EIN 352064919) - 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

1998

Legal Domicile

Principal Officer

SHARON TUBBS

Phone

2198442698

Tax Period

2024-01-01 to 2024-12-31

HEALTHVISIONS MIDWEST INC, founded in 1998, is a community nonprofit that reported $3.1M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $641K, a strong 20% operating margin.

Mission

FAITH-BASED ORGANIZATION THAT WORKS TO ADVOCATE FOR THE UNDERSERVED, DEVELOP AND FACILITATE PARTNERSHIPS, AND ADDRESS SYSTEMIC COMMUNITY HEALTH DISPARITIES.

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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 $2,217,542

Program Service Revenue $750,457

Investment Income $179,643

Other Revenue $-4,468

TOTAL REVENUE $3,143,174

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,726,093

Fundraising Expenses $0

Program Expenses $2,429,960

Other Expenses $775,641

TOTAL EXPENSES $2,501,734

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,143,174	$2,730,205	+0.2%
Expenses	$2,501,734	$2,136,360	+0.2%
Net Income	$641,440	$593,845	+0.1%

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

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

$125,483

Total Directors

$280,220

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sharon Tubbs	Executive Director	40.00	Officer Director	$97,692	$27,791	$125,483
Dr Marsha King	Chairperson	1.00	Officer Director	$0	$0	$0
Sheila Curry Campbell	Secretary - Treasurer	1.00	Officer Director	$0	$0	$0
Dave McCormick	Trustee	1.00	Director	$0	$0	$0
Sr Anne Marie Kampwerth PHJC	Trustee	1.00	Director	$0	$0	$0
Cheryl Smith	Trustee	1.00	Director	$0	$0	$0
R Louie Gonzalez	Trustee	1.00	Director	$0	$0	$0
Fred Arand	Trustee	1.00	Director	$0	$0	$0
Dezimon Alicia	Trustee	1.00	Director	$0	$0	$0
PAULA WILLS	Director	1.00	Director	$119,162	$35,575	$154,737
Pam Coaxum	Trustee	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
2024	$3,143,174	$2,501,734	$4,144,748	$641,440
2023	$2,730,205	$2,136,360	$3,599,944	$593,845
2022	$2,420,311	$2,038,168	$2,942,399	$382,143
2022	$2,420,311	$2,038,168	$2,942,399	$382,143
2021	$2,521,565	$1,901,676	$2,576,588	$619,889
2020	$2,532,146	$2,252,324	$1,966,513	$279,822
2019	$1,943,216	$1,840,180	$1,605,144	$103,036
2018	$2,066,758	$1,790,006	$1,340,484	$276,752

HEALTHVISIONS MIDWEST INC