IEHP Foundation (EIN 365021477) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

Stephen Bennett

Phone

9097275303

Tax Period

2024-01-01 to 2024-12-31

IEHP Foundation, founded in 2021, is a mid-sized nonprofit in the Health Care sector that reported $35.7M in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $28.1M, a strong 79% operating margin.

Mission

IEHP Foundation provides resources and support to strengthen the local leaders and organizations that make Inland Empire families healthier. We believe that healhty living starts long before and extends well beyond a doctor's visit. That's why we collaborate with organizations and invest in initiatives that break down barriers and create access for families who need it most. Because when everyone in the Inland Empire lives a full and vibrant life, our region thrives.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $33,255,400

Program Service Revenue $0

Investment Income $2,455,578

Other Revenue $136

TOTAL REVENUE $35,711,114

Expense Breakdown

Grants Paid $2,819,700

Salaries & Benefits $60,092

Fundraising Expenses $0

Program Expenses $6,742,507

Other Expenses $4,729,465

TOTAL EXPENSES $7,609,257

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,711,114	$63,808,304	-0.4%
Expenses	$7,609,257	$660,597	+10.5%
Net Income	$28,101,857	$63,147,707	-0.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$368,661

Total Directors

$42,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karen Scott	Chair	2.00	Officer Director	$8,800	$0	$8,800
Regina Weatherspoon-Bell	Vice Chair	2.00	Officer Director	$6,800	$0	$6,800
Josh Candelaria	Secretary	2.00	Officer Director	$7,600	$0	$7,600
Stephen Bennett	Treasurer	2.00	Officer Director	$8,400	$0	$8,400
Edward Juhn	Director	2.00	Director	$0	$0	$0
Geoffrey Leung	Director	2.00	Director	$0	$0	$0
Jarrod McNaughton	Director	2.00	Director	$0	$0	$0
Conrado Barzaga	Director	2.00	Director	$10,400	$0	$10,400
Steven Ogilvie	Accounting Manager (as of Nov 2024)	40.00	Officer	$11,258	$672	$11,930
Gregory Bradbard	CEO	40.00	Officer	$247,740	$59,299	$307,039
Lisa Wright	Interim President	40.00	Officer	$18,092	$0	$18,092
Randee RobertsSenior	Director, Finance (Left Dec. 2024)	40.00	Highest	$349,651	$30,917	$380,568
Sara Omari	Strategy Program Administrator	40.00	Highest	$108,224	$13,910	$122,134
Deanna Hendrick	Marketing and Communications Manager	40.00	Highest	$137,522	$25,413	$162,935

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	$35,711,114	$7,609,257	$160,308,702	$28,101,857
2023	$63,808,304	$660,597	$118,876,465	$63,147,707
2022	$50,451,249	$11,933	$50,451,249	$50,439,316

IEHP Foundation