HEALTH EQUITY SOLUTIONS INC (EIN 465011055) - 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

2014

Legal Domicile

Principal Officer

AYESHA CLARKE

Phone

8604617637

Tax Period

2023-01-01 to 2023-12-31

HEALTH EQUITY SOLUTIONS INC, founded in 2014, is a community nonprofit in the Health Care sector that reported $1.3M in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $1.5M exceeded revenue, resulting in a 11% operating deficit.

Mission

TO ADVANCE HEALTH EQUITY THROUGH ANTI-RACIST POLICIES AND PRACTICES.

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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 $633,968

Program Service Revenue $697,080

Investment Income $0

Other Revenue $2,107

TOTAL REVENUE $1,333,155

Expense Breakdown

Grants Paid $0

Salaries & Benefits $961,592

Fundraising Expenses $133,121

Program Expenses $1,131,223

Other Expenses $499,790

TOTAL EXPENSES $1,478,106

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,333,155	$1,454,065	-0.1%
Expenses	$1,478,106	$1,436,934	+0.0%
Net Income	$-144,951	$17,131	-9.5%

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

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

$164,908

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALYCIA SANTILLI	PRESIDENT	1.00	Officer Director	$0	$0	$0
SUPRIYA LAKNIDHI	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BARR EVAN	TREASURER	1.00	Officer Director	$0	$0	$0
ALINA PENNY	SECRETARY	1.00	Officer Director	$0	$0	$0
LAWRENCE DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT KRZYS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID NEWTON	DIRECTOR	1.00	Director	$0	$0	$0
AMY ROMANO	DIRECTOR	1.00	Director	$0	$0	$0
KAREN WANG	DIRECTOR	1.00	Director	$0	$0	$0
AYESHA CLARKE	EXECUTIVE DIRECTOR	40.00	Officer	$137,089	$27,819	$164,908

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	$1,333,155	$1,478,106	$869,636	$-144,951
2022	$1,454,065	$1,436,934	$1,140,648	$17,131
2021	$1,949,718	$1,502,875	$981,432	$446,843
2020	$878,762	$643,454	$532,847	$235,308
2019	$734,140	$618,179	$253,402	$115,961
2018	$454,415	$417,480	$96,175	$36,935

HEALTH EQUITY SOLUTIONS INC