HEALTH PARTNERS INITIATIVE (EIN 363832796) - 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

1992

Legal Domicile

Principal Officer

ROBERT RAUNER MD MPH

Phone

4024309940

Tax Period

2023-07-01 to 2024-06-30

HEALTH PARTNERS INITIATIVE, founded in 1992, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $1.3M left a modest 8% surplus.

Mission

PROJECTS TO IMPROVE HEALTH AND FITNESS OF COMMUNITIES.

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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 $775,810

Program Service Revenue $627,116

Investment Income $8,701

Other Revenue $0

TOTAL REVENUE $1,411,627

Expense Breakdown

Grants Paid $195,588

Salaries & Benefits $744,660

Fundraising Expenses $27,715

Program Expenses $1,104,334

Other Expenses $355,402

TOTAL EXPENSES $1,295,650

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,411,627	$2,041,863	-0.3%
Expenses	$1,295,650	$1,682,521	-0.2%
Net Income	$115,977	$359,342	-0.7%

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

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

$106,920

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT RAUNER MD MPH	PRESIDENT	21.00	Officer	$106,920	$0	$106,920
FRANCISCA BELTRAN	PAST CHAIR	1.00	Officer Director	$0	$0	$0
QUENTIN BROWN	DIRECTOR	0.50	Director	$0	$0	$0
CARISSA BULLOCK	DIRECTOR	0.50	Director	$0	$0	$0
DR RIK DEVNEY	DIRECTOR	0.50	Director	$0	$0	$0
DR KYLIE ENSRUD	DIRECTOR	0.50	Director	$0	$0	$0
JAMES KNYAWHTOO	DIRECTOR	0.50	Director	$0	$0	$0
TERESA LEWIS-HUNT	BOARD SECRET	1.00	Officer Director	$0	$0	$0
DR JULIE OVERCASH	DIRECTOR	0.50	Director	$0	$0	$0
ROBERTO PARTIDA	BOARD VICE C	1.00	Officer Director	$0	$0	$0
JODI PAYNE	DIRECTOR	0.50	Director	$0	$0	$0
DR STEPHEN RUSSELL	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
GRETCHEN THORNBURG	BOARD TREASU	1.00	Officer Director	$0	$0	$0
ANDREW VINTON	DIRECTOR	0.50	Director	$0	$0	$0
MICHELLE WELCH	DIRECTOR	0.50	Director	$0	$0	$0
NANCY WIEDERSPAN	DIRECTOR	0.50	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	$1,411,627	$1,295,650	$913,345	$115,977
2023	$2,041,863	$1,682,521	$880,049	$359,342
2022	$1,380,968	$1,389,363	$420,114	$-8,395
2021	$1,364,749	$1,212,173	$420,043	$152,576
2020	$952,358	$1,022,964	$389,801	$-70,606
2019	$760,084	$830,212	$374,439	$-70,128

HEALTH PARTNERS INITIATIVE