THE PUBLIC HEALTH FOUNDATION (EIN 521237297) - 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

1970

Legal Domicile

Principal Officer

RON BIALEK

Phone

2022184401

Tax Period

2024-07-01 to 2025-06-30

THE PUBLIC HEALTH FOUNDATION, founded in 1970, is a community nonprofit that reported $7.9M in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring.

Mission

ADVANCE THE PUBLIC HEALTH WORKFORCE TO ACHIEVE ORGANIZATIONAL EXCELLENCE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,093,823

Program Service Revenue $3,570,178

Investment Income $199,466

Other Revenue $2,114

TOTAL REVENUE $7,865,581

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,224,089

Fundraising Expenses $0

Program Expenses $7,391,395

Other Expenses $4,424,136

TOTAL EXPENSES $8,648,225

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,865,581	$12,130,447	-0.4%
Expenses	$8,648,225	$11,409,389	-0.2%
Net Income	$-782,644	$721,058	-2.1%

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

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

$684,389

Total Directors

$30,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE DART	CO-CHAIR	1.00	Officer Director	$0	$0	$0
EDUARDO SANCHEZ	DIRECTOR	1.00	Director	$0	$0	$0
AMY LEE	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JUDITH SARTUCCI	DIRECTOR	1.00	Director	$0	$0	$0
DENISE FAIR RAZO	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LESLIE BEITSCH	DIRECTOR	1.00	Director	$30,000	$0	$30,000
JOAN DUWVE	DIRECTOR	1.00	Director	$0	$0	$0
JOE FINKBONNER	CO-CHAIR	1.00	Officer Director	$0	$0	$0
KAYE BENDER	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN WATKINS	DIRECTOR	1.00	Director	$0	$0	$0
MONA ZUFFANTE	DIRECTOR	1.00	Director	$0	$0	$0
SUE MADDEN	COO	40.00	Officer	$266,935	$40,052	$306,987
RON BIALEK	PRESIDENT/CEO	40.00	Officer	$318,650	$58,752	$377,402
BRITTNIE LOVIN RECTOR	TRAIN SENIOR PROGRAM MANAGER	40.00	Highest	$118,280	$39,555	$157,835
KATHLEEN AMOS	DIRECTOR ACADEMIC/PRACTICE	40.00	Highest	$120,973	$48,703	$169,676
GABRIELLE TAYLOR	SENIOR PROGRAM MANAGER	40.00	Highest	$121,278	$25,214	$146,492
SHAUNA FITZGERALD	TRAIN DIRECTOR	40.00	Highest	$178,452	$18,973	$197,425
MICHAEL BARRY	DIRECTOR STRATEGIC PARTNER	40.00	Highest	$205,983	$47,041	$253,024
CAROL MOEHRLE	VICE PRESIDENT, PROGRAMS/FORMER BOARD MEMBER	40.00		$146,574	$10,940	$157,514

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
2025	$7,865,581	$8,648,225	$6,901,474	$-782,644
2024	$12,130,636	$11,409,389	$7,703,169	$721,247
2024	$12,130,447	$11,409,389	$7,703,169	$721,058
2023	$9,125,989	$8,604,023	$7,202,331	$521,966
2022	$7,492,415	$6,753,373	$6,204,852	$739,042
2021	$5,694,584	$4,962,315	$4,925,557	$732,269
2020	$6,083,159	$5,124,029	$5,167,566	$959,130
2019	$3,427,832	$3,685,154	$3,386,790	$-257,322

THE PUBLIC HEALTH FOUNDATION