NATIONAL ASSN OF WORKSITE HEALTH CENTERS (EIN 452567442) - 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

2019

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

NATIONAL ASSN OF WORKSITE HEALTH CENTERS, founded in 2019, is a small nonprofit in the Education sector that reported $277K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $251K left a modest 9% surplus.

Mission

OUR MISSION IS TO BECOME THE PREMIER SOURCE OF EDUCATION, INFORMATION, NETWORKING AND RESOURCES FOR EMPLOYERS AND OTHERS WHO WISH TO INTEGRATE OR DEVELOP WORKSITE CLINICS INTO THEIR HEALTH CARE AND BENEFIT STRATEGIES. THIS IS ACHEIVED THROUGH OFFERING DIFFERENT FORUMS AND EVENTS.

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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 $257,950

Program Service Revenue $15,667

Investment Income $0

Other Revenue $3,000

TOTAL REVENUE $276,617

Expense Breakdown

Grants Paid $0

Salaries & Benefits $74,027

Fundraising Expenses $0

Program Expenses $199,477

Other Expenses $177,466

TOTAL EXPENSES $251,493

Year-over-Year Comparison

	2023	2022	Change
Revenue	$276,617	$303,451	-0.1%
Expenses	$251,493	$259,173	0.0%
Net Income	$25,124	$44,278	-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

Volunteers

N/A

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

Total Directors

Key Employees

$68,768

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARRY BORESS	EXECUTIVE DIRECTOR	40.00	Key Emp	$68,768	$0	$68,768
RUSSELL DUBOSE	DIRECTOR	1.00	Director	$0	$0	$0
ANGEL MEADOWS	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY MUSCI MD	DIRECTOR	0.00	Director	$0	$0	$0
CHRISTY MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE HOCHSTADT MD	DIRECTOR	0.00	Director	$0	$0	$0
JONATHAN LEIZMAN MD	DIRECTOR	0.00	Director	$0	$0	$0
JOHN BUSTLE MD	DIRECTOR	0.00	Director	$0	$0	$0
SCOTT CONARD MD	DIRECTOR	0.00	Director	$0	$0	$0
LISA DAY	DIRECTOR	1.00	Director	$0	$0	$0
KENNETH ALDRIDGE JR	DIRECTOR	1.00	Director	$0	$0	$0
PHIL BERRY	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL LA PENNA	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA E SHEPHERD DO	DIRECTOR	0.00	Director	$0	$0	$0
TIM NEWMAN MD	DIRECTOR	0.00	Director	$0	$0	$0
DAVID KEYT	DIRECTOR	1.00	Director	$0	$0	$0
ED MCNAMARA	DIRECTOR	1.00	Director	$0	$0	$0
JOE THOMAS MD	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE ERKERLE	SECRETARY	1.00	Officer Director	$0	$0	$0
PENNY GILBERT	BOARD CHAIRPRESIDENT	1.00	Officer Director	$0	$0	$0
DAWN CAREY	TREASURER	1.00	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	No data	No data	No data	No data
2023	$276,617	$251,493	$268,381	$25,124
2022	$303,451	$259,173	$243,257	$44,278
2021	$231,520	$189,876	$198,979	$41,644

NATIONAL ASSN OF WORKSITE HEALTH CENTERS