CHI NATIONAL HOME CARE (EIN 451261716) - 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

2011

Legal Domicile

Principal Officer

DANIEL DIETZ

Phone

3032989100

Tax Period

2021-07-01 to 2022-06-30

CHI NATIONAL HOME CARE, founded in 2011, is a mid-sized nonprofit that reported $82.7M in total revenue in fiscal year 2021. Revenue decreased 15% compared to the prior year.

Mission

CHI NATIONAL HOME CARE WAS ORGANIZED TO MAXIMIZE THE EFFICIENCIES OF CENTRALIZED MANAGEMENT FOR CHI'S SYSTEM-WIDE OPERATIONS TO INCREASE THE REACH OF HOME HEALTH OPERATIONS IN UNDERSERVED AREAS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $341,421

Program Service Revenue $82,411,590

Investment Income $24,970

Other Revenue $-38,764

TOTAL REVENUE $82,739,217

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,469,049

Fundraising Expenses $0

Program Expenses $76,804,014

Other Expenses $38,456,787

TOTAL EXPENSES $82,925,836

Year-over-Year Comparison

	2021	2020	Change
Revenue	$82,739,217	$97,640,469	-0.2%
Expenses	$82,925,836	$88,545,572	-0.1%
Net Income	$-186,619	$9,094,897	-1.0%

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

N/A

Employees

680

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

$12,386,363

Total Directors

$14,705,370

Key Employees

$313,343

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARVIN O'QUINN	BOARD CHAIR	1.00	Officer Director	$0	$793,711	$7,069,638
JULIE SPRENGEL	BOARD MEMBER/SVP OPERATIONS	1.00	Director	$0	$81,074	$3,169,047
MITCH MELFI ESQ	TREASURER	1.00	Officer Director	$0	$36,894	$3,120,528
DANIEL DIETZ	VICE CHAIR/PRESIDENT & CEO	20.00	Officer Director	$0	$28,004	$1,346,157
PAUL EDGETT III	BOARD MEMBER/SEVP-CHIEF BUS LINES OFFICER (THROUGH	0.00		$0	$12,300	$1,207,247
CLIFF ROBERTSON MD	FORMER OFFICER	0.00		$0	$33,221	$686,902
SCOTT HERDTNER	CHS CFO (PARTIAL YEAR)	10.00	Officer	$0	$9,893	$640,221
CHARLOTTE HAISCH	REG. VP, HOME CARE OPS	40.00	Key Emp	$291,871	$21,472	$313,343
ANDREW ROBINSON	AREA DIRECTOR	40.00	Highest	$224,474	$23,557	$248,031
KELLY PAJINAG	REGIONAL DIR., OPS II HC	40.00	Highest	$236,170	$11,669	$247,839
JACK HAWKINS	CHS CFO	10.00	Officer	$0	$24,663	$209,819
REBECCA OLIVA	AREA DIRECTOR	40.00	Highest	$161,218	$24,282	$185,500
JUDITH JOHNSON-KEYT	AREA DIRECTOR	40.00	Highest	$167,081	$16,341	$183,422
SHONDALETTE ADAMS	DIRECTOR OF OPERATIONS	40.00	Highest	$157,271	$24,962	$182,233

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
2022	$82,739,217	$82,925,836	$37,268,254	$-186,619
2022	$51,783,061	$29,908,819	No data	$21,874,242
2021	$97,640,469	$88,545,572	$50,681,979	$9,094,897
2020	$116,195,337	$101,073,833	$51,666,560	$15,121,504
2019	$107,196,438	$97,816,314	$21,673,197	$9,380,124
2018	$92,239,636	$89,183,370	$18,255,602	$3,056,266

CHI NATIONAL HOME CARE