HEARTLAND ALLIANCE HEALTH (EIN 363775696) - 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

1991

Legal Domicile

Principal Officer

PAUL GALLESE

Phone

7732492557

Tax Period

2023-07-01 to 2024-06-30

HEARTLAND ALLIANCE HEALTH, founded in 1991, is a mid-sized nonprofit in the Health Care sector that reported $28.1M in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $31.4M exceeded revenue, resulting in a 12% operating deficit.

Mission

TRANSFORM HEALTHCARE FOR THE VULNERABLE, IMPROVE THE HEALTH AND THE WELL-BEING OF OUR 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 $17,259,377

Program Service Revenue $11,336,623

Investment Income $-319,285

Other Revenue $-206,593

TOTAL REVENUE $28,070,122

Expense Breakdown

Grants Paid $1,372,557

Salaries & Benefits $15,027,869

Fundraising Expenses $37,190

Program Expenses $28,236,393

Other Expenses $15,029,467

TOTAL EXPENSES $31,429,893

Year-over-Year Comparison

	2023	2022	Change
Revenue	$28,070,122	$34,707,130	-0.2%
Expenses	$31,429,893	$35,623,786	-0.1%
Net Income	$-3,359,771	$-916,656	+2.7%

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

237

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

$638,470

Total Directors

$335,709

Key Employees

$208,417

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EVELYN DIAZ	HA PRESIDENT/CEO (PART YEAR)	7.50	Officer Director	$0	$64,935	$335,709
MELINDA EARLE	CHAIR	1.00	Officer Director	$0	$0	$0
MUNZOOR SHAIKH	SECRETARY	1.00	Officer Director	$0	$0	$0
HENRY BEVERLY	TREASURER	1.00	Officer Director	$0	$0	$0
LIZVETH MENDEZ	TREASURER (PART YEAR)	1.00	Officer Director	$0	$0	$0
ELISSA BASSLER	DIRECTOR	1.00	Director	$0	$0	$0
RHYAN ZWEIFLER	DIRECTOR	1.00	Director	$0	$0	$0
DEON FALCON	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE FISHER	DIRECTOR	1.00	Director	$0	$0	$0
IMRI BROWN	DIRECTOR	1.00	Director	$0	$0	$0
KHOA X HO	DIRECTOR	1.00	Director	$0	$0	$0
ERIK MCINTOSH	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE SWIFT	DIRECTOR	1.00	Director	$0	$0	$0
ALEXANDER BLAIR	DIRECTOR (PART YEAR)	1.00	Director	$0	$0	$0
ROSA CARRILLO	DIRECTOR (PART YEAR)	1.00	Director	$0	$0	$0
JULIANNE MIGLEY	DIRECTOR (PART YEAR)	1.00	Director	$0	$0	$0
ANGELA MOSS	DIRECTOR (PART YEAR)	1.00	Director	$0	$0	$0
JOSHUA RAFSKY	DIRECTOR (PART YEAR)	1.00	Director	$0	$0	$0
JOCK TOLES	DIRECTOR (PART YEAR)	1.00	Director	$0	$0	$0
DIANE WOLF	DIRECTOR (PART YEAR)	1.00	Director	$0	$0	$0
MARY K GILBERT	CHIEF BUSINESS OFFICER	40.00	Officer	$256,066	$46,695	$302,761
BRUCE DOBLIN	SR. DIR. HEALTH SVC (PART YEAR)	40.00	Key Emp	$178,463	$29,954	$208,417
MICHAEL DEMPSEY	PSYCHIATRIC PROVIDER	40.00	Highest	$174,422	$47,510	$221,932
LAURA DWYER	PHYSICIAN PROVIDER	40.00	Highest	$157,530	$59,533	$217,063
KOHAR JONES	PHYSICIAN PROVIDER	40.00	Highest	$158,125	$48,687	$206,812
CAROLINE THURLOW	PHYSICIAN - OBG	40.00	Highest	$144,186	$63,058	$207,244
SHERRON JOHNSON-BOYD BRAMWELL	SENIOR DIR, QM PRACTIVE IMPROV	40.00	Highest	$148,329	$43,543	$191,872

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	$28,070,122	$31,429,893	$12,318,311	$-3,359,771
2023	$34,810,284	$35,726,940	$17,935,461	$-916,656
2023	$34,707,130	$35,623,786	$16,865,433	$-916,656
2022	$32,477,398	$31,422,315	$18,898,090	$1,055,083
2021	$30,976,095	$29,753,995	$18,023,395	$1,222,100
2020	$29,561,220	$30,290,891	$14,798,879	$-729,671
2019	$29,409,634	$30,392,300	$15,008,575	$-982,666
2018	$28,494,697	$28,685,648	$16,468,151	$-190,951

HEARTLAND ALLIANCE HEALTH