MHA Health Institute (EIN 430898947) - 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

1965

Legal Domicile

Principal Officer

Jon Doolittle

Phone

5738933700

Tax Period

2024-01-01 to 2024-12-31

MHA Health Institute, founded in 1965, is a community nonprofit that reported $5.8M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.6M, a strong 27% operating margin.

Mission

To assist hospitals and other healthcare-related organizations in the effective management and utilization of human resources, developing education programs designed to meet the educational requirements of hospital personnel, and assistance with quality improvement and population health.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,976,440

Program Service Revenue $812,382

Investment Income $2,051,578

Other Revenue $0

TOTAL REVENUE $5,840,400

Expense Breakdown

Grants Paid $530,881

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,067,773

Other Expenses $3,723,405

TOTAL EXPENSES $4,254,286

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,840,400	$5,038,516	+0.2%
Expenses	$4,254,286	$3,896,935	+0.1%
Net Income	$1,586,114	$1,141,581	+0.4%

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

127

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

$1,842,205

Total Directors

$1,314,662

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jon D Doolittle	President and CEO	4.7	Officer Director	$0	$85,927	$1,314,662
Kathleen Poff	Sr. VP Admin & CFO	4.4	Officer	$0	$39,221	$527,543
C Todd Ahrens FACHE	Trustee	0.1	Director	$0	$0	$0
David Argueta	Trustee	0.1	Director	$0	$0	$0
Paula F Baker	Trustee	0.1	Director	$0	$0	$0
Robin B Blount MD	Trustee	0.1	Director	$0	$0	$0
Max D Buetow	Trustee	0.1	Director	$0	$0	$0
Karla Clubine	Trustee	0.1	Director	$0	$0	$0
Justin Davison MBA	Trustee	0.1	Director	$0	$0	$0
Marc H Ellinger JD	Trustee	0.1	Director	$0	$0	$0
Jeremy M Fotheringham JD MHSA RN	Trustee	0.1	Director	$0	$0	$0
Thomas W Keller	Trustee	0.1	Director	$0	$0	$0
Paul Kempinski MS FACHE	Trustee	0.1	Director	$0	$0	$0
J Christopher Lang	Trustee	0.1	Director	$0	$0	$0
David J Meiners MD	Trustee	0.1	Director	$0	$0	$0
Michele C Meyer MA BSN RN	Trustee	0.1	Director	$0	$0	$0
J Michael Poore Jr	Trustee	0.1	Director	$0	$0	$0
Ric Ransom	Trustee	0.1	Director	$0	$0	$0
Stephen L Reintjes Sr MD	Trustee	0.1	Director	$0	$0	$0
Jason Schrumpf	Trustee	0.1	Director	$0	$0	$0
Charles Shields	Trustee	0.1	Director	$0	$0	$0
Laura Smith RN	Trustee	0.1	Director	$0	$0	$0
Rick L Stevens FACHE	Trustee	0.1	Director	$0	$0	$0
Lori L Wightman RN MHA FACHE	Trustee	0.1	Director	$0	$0	$0
Keith Zimmerman	Trustee	0.1	Director	$0	$0	$0
Alan W Greimann	Chair	0.2	Officer Director	$0	$0	$0
Craig Thompson PT MSA FACHE	Chair Elect	0.1	Officer Director	$0	$0	$0
Richard J Liekweg	Past Chair	0.1	Officer Director	$0	$0	$0
Tina L Gillespie	Treasurer	0.1	Officer Director	$0	$0	$0
Andrew J Bagnall MHA FACHE	Secretary	0.1	Officer 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
2024	$5,840,400	$4,254,286	$47,190,801	$1,586,114
2023	$5,038,516	$3,896,935	$44,265,563	$1,141,581
2022	$4,374,385	$3,600,764	$40,860,242	$773,621
2021	$5,313,584	$3,439,779	$46,834,366	$1,873,805
2020	$5,948,602	$4,885,293	$44,414,574	$1,063,309

MHA Health Institute