JEFFERSON HEALTH INFORMATION EXCHANGE RELIANCE EHEALTH COLLABORATIVE (EIN 461771584) - 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

2013

Legal Domicile

Principal Officer

DARRIS MISHLER

Phone

8552905443

Tax Period

2023-01-01 to 2023-12-31

JEFFERSON HEALTH INFORMATION EXCHANGE RELIANCE EHEALTH COLLABORATIVE, founded in 2013, is a community nonprofit in the Health Care sector that reported $3.5M in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $4.0M exceeded revenue, resulting in a 14% operating deficit.

Mission

TO FACILITATE PATIENT-CENTERED CARE THROUGH A COMMUNITY-DRIVEN AND CLINICIAN-LED COLLABORATION THAT PROMOTES BETTER HEALTH AND PROVIDES VALUE THROUGH SECURE AND TRUSTED INFORMATION SHARING.

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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 $0

Program Service Revenue $3,517,362

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,517,362

Expense Breakdown

Grants Paid $0

Salaries & Benefits $272,854

Fundraising Expenses $0

Program Expenses $3,737,226

Other Expenses $3,737,590

TOTAL EXPENSES $4,010,444

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,517,362	$2,939,021	+0.2%
Expenses	$4,010,444	$3,464,502	+0.2%
Net Income	$-493,082	$-525,481	-0.1%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN GAEDE	FORMER CHAIR	1.00	Officer Director	$0	$0	$0
MARK STOCKWELL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DAWNA OKSEN	SECRETARY/TREAS	1.00	Officer Director	$0	$0	$0
DARRIS MISHLER	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
ERIKA THEISDALE- HUBBARD	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN ZESIGER	DIRECTOR	1.00	Director	$0	$0	$0
PAUL MATZ MD	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
BRE HOLT	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES KITZMAN	DIRECTOR	1.00	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	$3,517,362	$4,010,444	$1,176,384	$-493,082
2022	$2,939,021	$3,464,502	$398,177	$-525,481
2021	$3,920,929	$2,924,265	$1,759,328	$996,664
2020	$3,759,059	$2,384,181	$941,841	$1,374,878
2019	$2,325,011	$3,676,632	$390,481	$-1,351,621
2018	$2,622,910	$3,673,033	$824,004	$-1,050,123

JEFFERSON HEALTH INFORMATION EXCHANGE RELIANCE EHEALTH COLLABORATIVE