DAVID A WINSTON HEALTH POLICY FELLOWSHIP (EIN 521492039) - 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

1986

Legal Domicile

Principal Officer

KERRY MCATEER

Phone

2025850288

Tax Period

2024-01-01 to 2024-12-31

DAVID A WINSTON HEALTH POLICY FELLOWSHIP, founded in 1986, is a small nonprofit in the Health Care sector that reported $965K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $878K left a modest 9% surplus.

Mission

TEACH STUDENTS ABOUT THE POLITICAL SYSTEM THROUGH THE ROLES OF BOTH PUBLIC & PRIVATE SECTORS.

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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 $712,045

Program Service Revenue $0

Investment Income $345,092

Other Revenue $-92,327

TOTAL REVENUE $964,810

Expense Breakdown

Grants Paid $200,000

Salaries & Benefits $349,279

Fundraising Expenses $40,616

Program Expenses $575,047

Other Expenses $328,305

TOTAL EXPENSES $877,584

Year-over-Year Comparison

	2024	2023	Change
Revenue	$964,810	$692,116	+0.4%
Expenses	$877,584	$862,150	+0.0%
Net Income	$87,226	$-170,034	-1.5%

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

$127,029

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE GOON	CHAIR	2.00	Officer Director	$0	$0	$0
JANE HYATT THORPE	SECRETARY/CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
RACHEL NUZUM	TREASURER	2.00	Officer Director	$0	$0	$0
MARY GREALY	IMMEDIATE PAST BOARD CHAIR	4.00	Director	$0	$0	$0
CHRIS JENNINGS	BOARD MEMBER	1.00	Director	$0	$0	$0
JAY KHOSLA	BOARD MEMBER	1.00	Director	$0	$0	$0
CYBELE BJORKLUND	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACY SPICER	BOARD MEMBER	1.00	Director	$0	$0	$0
KRIPA SREEPADA	BOARD MEMBER	1.00	Director	$0	$0	$0
SHANNON WINSTON-GOEWEY	BOARD MEMBER	1.00	Director	$0	$0	$0
SEAN CAVANAUGH	BOARD MEMBER	1.00	Director	$0	$0	$0
LANHEE CHEN	BOARD MEMBER	1.00	Director	$0	$0	$0
KIMBERLY BRANDT	BOARD MEMBER	1.00	Director	$0	$0	$0
SHOSHANA KRILOW	BOARD MEMBER	1.00	Director	$0	$0	$0
DEAN ROSEN	BOARD MEMBER (THRU 9/24)	1.00	Director	$0	$0	$0
MONICA POPP	BOARD MEMBER	1.00	Director	$0	$0	$0
CHAD SHEARER	FORMER FELLOWS DIRECTOR/BOARD MEMBER	1.00	Director	$0	$0	$0
KERRY MCATEER	CHIEF OPERATING OFFICER	40.00	Officer	$113,829	$13,200	$127,029

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	$964,810	$877,584	$5,212,842	$87,226
2023	$692,116	$862,150	$5,001,844	$-170,034
2022	$704,964	$826,666	$4,528,323	$-121,702
2021	$513,832	$673,129	$5,581,478	$-159,297
2020	$1,002,239	$671,239	$5,339,427	$331,000
2019	$1,225,148	$721,680	$5,193,176	$503,468
2018	$949,404	$698,783	$4,494,841	$250,621

DAVID A WINSTON HEALTH POLICY FELLOWSHIP