Affinia Healthcare (EIN 430817642) - 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

1906

Legal Domicile

Phone

3148148571

Tax Period

2024-01-01 to 2024-12-31

Affinia Healthcare, founded in 1906, is a mid-sized nonprofit that reported $52.2M in total revenue in fiscal year 2024. Expenses of $59.3M exceeded revenue, resulting in a 14% operating deficit.

Mission

TO PROVIDE HIGH QUALITY HEALTHCARE AND EXCEPTIONAL SERVICE, WHILE PROMOTING HEALTHY LIFESTYLES.

🔒

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 $18,097,708

Program Service Revenue $34,125,561

Investment Income $-20,862

Other Revenue $0

TOTAL REVENUE $52,202,407

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,321,840

Fundraising Expenses $0

Program Expenses $48,160,020

Other Expenses $17,974,574

TOTAL EXPENSES $59,296,414

Year-over-Year Comparison

	2024	2023	Change
Revenue	$52,202,407	$52,790,987	0.0%
Expenses	$59,296,414	$51,917,168	+0.1%
Net Income	$-7,094,007	$873,819	-9.1%

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

628

Volunteers

115

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

$1,850,866

Total Directors

Key Employees

$1,333,556

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID WALTERS	CHAIR	2.0	Officer Director	$0	$0	$0
GILBERT PEOPLES	SECRETARY	2.0	Officer Director	$0	$0	$0
JEAN M FRAZEE	TREASURER	2.0	Officer Director	$0	$0	$0
WENDY TODD	VICE CHAIR	2.0	Officer Director	$0	$0	$0
ARACELI ESCALANTE-GUDINO	DIRECTOR	2.0	Director	$0	$0	$0
ASIA JOHNSON	DIRECTOR	2.0	Director	$0	$0	$0
DEBRA LEONARD	DIRECTOR	2.0	Director	$0	$0	$0
ELIZABETH COLEMAN	DIRECTOR	2.0	Director	$0	$0	$0
JOAN D'AMBROSE	DIRECTOR	2.0	Director	$0	$0	$0
JORGE OROZCO	DIRECTOR	2.0	Director	$0	$0	$0
LAVONNE MCCLAIN	DIRECTOR	2.0	Director	$0	$0	$0
NATHAN CROMWELL	DIRECTOR	2.0	Director	$0	$0	$0
ROBERT JACOBSON	DIRECTOR	2.0	Director	$0	$0	$0
SHAWNTELLE FISHER	DIRECTOR	2.0	Director	$0	$0	$0
TONDALERIA CURRY	DIRECTOR	2.0	Director	$0	$0	$0
KENDRA C HOLMES	PRESIDENT - CEO	40.0	Officer	$363,709	$24,667	$388,376
LESLIE O'CONNOR	VICE PRESIDENT - CHIEF FINANCIAL OFFICER	40.0	Officer	$204,539	$23,068	$227,607
MELISSA TEPE	VICE PRESIDENT - CHIEF MEDICAL OFFICER	40.0	Officer	$353,488	$6,234	$359,722
SONIA DEAL	VICE PRESIDENT - COMMUNITY HEALTH AND ENGAGEMENT	40.0	Officer	$194,842	$18,261	$213,103
STEVEN HARMON	VICE PRESIDENT - HR	40.0	Officer	$201,179	$34,111	$235,290
TAKISHA LOVELACE	VICE PRESIDENT - CHIEF OPERATING OFFICER	40.0	Officer	$206,670	$1,820	$208,490
YVONNE M BUHLINGER	VICE PRESIDENT - DEVELOPMENT & COM. RELATIONS	40.0	Officer	$183,121	$35,157	$218,278
AMANDA L PARSLEY	REGISTERED NURSE (PRN)	40.0	Key Emp	$249,147	$24,019	$273,166
JUEE PHALAK	DIRECTOR BEHAVIORAL HEALTH	32.0	Key Emp	$294,887	$11,495	$306,382
KENNETH HEMBA	FAMILY MEDICINE RESIDENCY PROGRAM DIRECTOR	40.0	Key Emp	$277,961	$1,227	$279,188
KENYATTA JOHNSON	PHARMACIST-IN-CHARGE	40.0	Key Emp	$173,199	$35,053	$208,252
MICHELE F ABIDIN	DENTAL DIRECTOR	40.0	Key Emp	$226,731	$39,837	$266,568
CATHERINE R MOORE	FAMILY PRACTICE PHYSICIAN	40.0	Highest	$226,775	$53,389	$280,164
MANUELA MEJIA	OB-GYN PHYSICIAN	40.0	Highest	$249,163	$5,497	$254,660
MARY KEEGAN	OB-GYN PHYSICIAN	40.0	Highest	$295,565	$6,416	$301,981
MICAELA O'NEIL-CALLAHAN	OB-GYN PHYSICIAN	40.0	Highest	$317,604	$24,667	$342,271
TIMOTHY J MCCANN	INTERNIST PHYSICIAN	40.0	Highest	$269,843	$5,887	$275,730

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	$52,202,407	$59,296,414	$48,051,897	$-7,094,007
2023	$52,790,987	$51,917,168	$42,053,456	$873,819
2022	$50,803,068	$45,580,864	$38,462,497	$5,222,204
2021	$50,753,877	$42,175,058	$32,462,795	$8,578,819
2020	$40,367,020	$37,378,020	$34,572,214	$2,989,000
2019	$41,545,646	$39,066,649	$26,762,562	$2,478,997
2018	$40,394,996	$40,182,597	$25,271,877	$212,399

Affinia Healthcare