HEALTHEAST FOUNDATION (EIN 411602044) - 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

1987

Legal Domicile

Principal Officer

JOHN SWANHOLM

Phone

6512324990

Tax Period

2017-09-01 to 2018-08-31

HEALTHEAST FOUNDATION, founded in 1987, is a community nonprofit that reported $4.1M in total revenue in fiscal year 2017. Revenue decreased 11% compared to the prior year. Expenses of $5.9M exceeded revenue, resulting in a 42% operating deficit.

Mission

WE ARE CALLED TO IMPROVE THE HEALTH OF OUR NEIGHBORS.

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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 (2017)

Revenue Breakdown

Contributions & Grants $4,458,601

Program Service Revenue $0

Investment Income $-155,556

Other Revenue $-178,306

TOTAL REVENUE $4,124,739

Expense Breakdown

Grants Paid $3,881,837

Salaries & Benefits $1,398,155

Fundraising Expenses $710,351

Program Expenses $4,759,638

Other Expenses $571,617

TOTAL EXPENSES $5,851,609

Year-over-Year Comparison

	2017	2016	Change
Revenue	$4,124,739	$4,634,115	-0.1%
Expenses	$5,851,609	$5,175,206	+0.1%
Net Income	$-1,726,870	$-541,091	+2.2%

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

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

$338,942

Total Directors

$338,942

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN SWANHOLM	PRESIDENT	40.00	Officer Director	$282,220	$56,722	$338,942
KATHRYN CORREIA	CAO-FHS, END	0.00	Officer Director	$0	$0	$0
THOMAS G FEE	CHAIR	1.00	Officer Director	$0	$0	$0
SCOTT A MUELLER	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
JO BAILEY	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY A BECKEN	DIRECTOR	1.00	Director	$0	$0	$0
BETTY N BROST	DIRECTOR	1.00	Director	$0	$0	$0
LITTON E S FIELD JR	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY G FREITAG	DIRECTOR	1.00	Director	$0	$0	$0
REV ROLAND HAYES	DIRECTOR	1.00	Director	$0	$0	$0
TAQEE KHALED	DIRECTOR	1.00	Director	$0	$0	$0
MAI MOUA	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS P TODORA	DIRECTOR	1.00	Director	$0	$0	$0
DAN FROMM	FHS SVP & CF	0.00	Officer Director	$0	$0	$0
KIM FAUST	VP & TREASUR	0.00	Officer	$0	$0	$0
TRAN DIANE M	SYS DIR NGH	40.00	Highest	$138,963	$17,489	$156,452
JOAN PENNINGTON	SYS DIR COMM	40.00	Highest	$134,128	$21,820	$155,948
NAVIN BRENDA	SYS DIR HLTH	40.00	Highest	$131,656	$10,844	$142,500
BLANK TIFFANY J	SR DIR PHILA	40.00	Highest	$126,653	$25,383	$152,036

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
2018	$4,124,739	$5,851,609	No data	$-1,726,870

HEALTHEAST FOUNDATION