School-Based Health Alliance (EIN 541752058) - 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

1995

Legal Domicile

Principal Officer

ROBERT BOYD

Phone

2026385872

Tax Period

2023-10-01 to 2024-09-30

School-Based Health Alliance, founded in 1995, is a mid-sized nonprofit in the Health Care sector that reported $35.8M in total revenue in fiscal year 2023. Revenue surged 370% from the prior year, signaling strong growth momentum. The organization ran a surplus of $20.1M, a strong 56% operating margin.

Mission

TO IMPROVE THE STATUS OF YOUTH BY ADVANCING AND ADVOCATING FOR SCHOOL-BASED HEALTH CARE.

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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 $34,065,524

Program Service Revenue $685,919

Investment Income $1,091,626

Other Revenue $0

TOTAL REVENUE $35,843,069

Expense Breakdown

Grants Paid $9,218,266

Salaries & Benefits $3,890,118

Fundraising Expenses $81,514

Program Expenses $13,471,611

Other Expenses $2,662,117

TOTAL EXPENSES $15,770,501

Year-over-Year Comparison

	2023	2022	Change
Revenue	$35,843,069	$7,633,733	+3.7%
Expenses	$15,770,501	$7,935,280	+1.0%
Net Income	$20,072,568	$-301,547	-67.6%

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

$397,715

Total Directors

$221,377

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT BOYD	PRESIDENT	40.0	Officer Director	$193,874	$27,503	$221,377
LAURA BREY	Chief Operating & Strategy Off	40.0	Highest	$149,316	$27,305	$176,621
DEIRDRE PARKER	CHIEF ADMIN. & FINANCE OFFICER	40.0	Officer	$149,315	$27,023	$176,338
ANDREA SHORE	Chief Program Officer	40.0	Highest	$134,895	$16,698	$151,593
PAULA FIELDS	EXECUTIVE VICE PRESIDENT	40.0	Highest	$118,791	$24,430	$143,221
TAMMIS ALEXANDER	SENIOR VICE PRESIDENT	40.0	Highest	$114,544	$25,664	$140,208
JACQUELYN SHEA CHRISTENSEN	SENIOR VICE PRESIDENT	40.0	Highest	$112,474	$14,425	$126,899
NANCY RODRIQUEZ	CHAIRMAN	2.0	Officer Director	$0	$0	$0
MARK MASSELLI	CHAIR-ELECT	2.0	Officer Director	$0	$0	$0
BETH MATTEY	SECRETARY	2.0	Officer Director	$0	$0	$0
KAYLA JACKSON	TREASURER	2.0	Officer Director	$0	$0	$0
RICHARD ANTONELLI	DIRECTOR	2.0	Director	$0	$0	$0
GILLIAN BARCLAY	DIRECTOR	2.0	Director	$0	$0	$0
AMANDA FITZGERALD	DIRECTOR	2.0	Director	$0	$0	$0
RACHEL GONZALES-HANSON	DIRECTOR	2.0	Director	$0	$0	$0
SHARON HOOVER	DIRECTOR	2.0	Director	$0	$0	$0
JOHN KENNEDY	DIRECTOR	2.0	Director	$0	$0	$0
KATHLEEN MINKE	DIRECTOR	2.0	Director	$0	$0	$0
JOSE MUNOZ	DIRECTOR	2.0	Director	$0	$0	$0
REBECCA OLIVER	DIRECTOR	2.0	Director	$0	$0	$0
CECILIA OREGON	DIRECTOR	2.0	Director	$0	$0	$0
ALEXANDRA QUINN	DIRECTOR	2.0	Director	$0	$0	$0
JUSTIN WANG	DIRECTOR	2.0	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	$35,843,069	$15,770,501	$23,113,051	$20,072,568
2023	$7,633,733	$7,935,280	$4,586,477	$-301,547
2022	$3,565,533	$3,558,931	$2,327,179	$6,602
2021	$3,363,491	$3,060,883	$2,900,501	$302,608
2020	$2,201,203	$3,169,192	$2,604,984	$-967,989
2019	$3,428,317	$3,178,803	$3,068,282	$249,514
2018	$3,001,940	$3,527,186	$2,748,187	$-525,246

School-Based Health Alliance