SWOPE HEALTH SERVICES (EIN 430957840) - 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

1969

Legal Domicile

Principal Officer

JERON RAVIN

Phone

8165995680

Tax Period

2023-01-01 to 2023-12-31

SWOPE HEALTH SERVICES, founded in 1969, is a mid-sized nonprofit in the Health Care sector that reported $85.6M in total revenue in fiscal year 2023. Expenses of $78.0M left a modest 9% surplus.

Mission

SWOPE HEALTH SERVICES (SWOPE HEALTH) IMPROVES THE HEALTH AND WELLNESS OF THE COMMUNITY BY DELIVERING ACCESSIBLE, QUALITY, COMPREHENSIVE PATIENT CARE.

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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 $22,923,462

Program Service Revenue $59,816,514

Investment Income $1,613,391

Other Revenue $1,272,575

TOTAL REVENUE $85,625,942

Expense Breakdown

Grants Paid $70,000

Salaries & Benefits $46,011,362

Fundraising Expenses $92,478

Program Expenses $66,917,753

Other Expenses $31,875,788

TOTAL EXPENSES $78,049,628

Year-over-Year Comparison

	2023	2022	Change
Revenue	$85,625,942	$79,895,047	+0.1%
Expenses	$78,049,628	$76,742,119	+0.0%
Net Income	$7,576,314	$3,152,928	+1.4%

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

854

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

$1,111,952

Total Directors

Key Employees

$628,472

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR LINDA ADKISON	FORMER DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE BOYER	DIRECTOR	2.00	Director	$0	$0	$0
ALISSIA CANADY	DIRECTOR	2.00	Director	$0	$0	$0
JACK CANNON III	DIRECTOR	2.00	Director	$0	$0	$0
MARVIN CAROLINA JR	DIRECTOR	2.00	Director	$0	$0	$0
AARON ELLISON MD	DIRECTOR	2.00	Director	$0	$0	$0
TRESIA FRANKLIN	DIRECTOR	2.00	Director	$0	$0	$0
MELIKA HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
TOM KOKJER	TREASURER	2.00	Officer Director	$0	$0	$0
JACK MCCANNA	DIRECTOR	2.00	Director	$0	$0	$0
JUAN RANGEL JR	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
ZORAYA ROWLANDS	DIRECTOR	2.00	Director	$0	$0	$0
DR DRED SCOTT EDD	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHELLE SEARCY	VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
YOLANDA SIMS	FORMER CHAIRPERSON	2.00	Officer Director	$0	$0	$0
DIA WALL	DIRECTOR	2.00	Director	$0	$0	$0
JERRY WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
JERON RAVIN	PRESIDENT/CEO	50.00	Officer	$477,131	$30,753	$507,884
NAIMISH PATEL	CHIEF FINANCIAL OFFICER	50.00	Officer	$276,341	$37,171	$313,512
NAIOMI JAMAL	CHIEF HEALTH OFFICER	50.00	Officer	$269,730	$20,826	$290,556
MARK MILLER	VP BEHAVIORAL HEALTH	50.00	Key Emp	$228,241	$7,688	$235,929
MEGAN KROHN	VP DENTAL	50.00	Key Emp	$168,558	$34,123	$202,681
JOSETTE MITCHELL	CHIEF OPERATIONS OFFICER	50.00	Key Emp	$169,259	$20,603	$189,862
NALLU REDDY MD	PSYCHIATRIST	40.00	Highest	$348,332	$24,668	$373,000
BELA SATIJA	PHYSICIAN	40.00	Highest	$242,644	$9,821	$252,465
OTIS LATIMER MD	PHYSICIAN	40.00	Highest	$293,141	$35,085	$328,226
DEREK BROWN MD	PSYCHIATRIST	40.00	Highest	$250,868	$33,563	$284,431
KENNETH THOMAS	PHYSICIAN	40.00	Highest	$235,066	$33,146	$268,212

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	No data	No data	No data	No data
2023	$85,625,942	$78,049,628	$127,039,337	$7,576,314
2022	$79,895,047	$76,742,119	$97,226,212	$3,152,928
2021	$67,357,898	$63,258,754	$78,305,186	$4,099,144
2020	$67,007,764	$59,076,520	$73,962,500	$7,931,244
2019	$59,338,071	$57,388,925	$60,391,441	$1,949,146
2018	$55,955,317	$53,281,235	$54,147,882	$2,674,082

SWOPE HEALTH SERVICES