INSTITUTE FOR HEALTH & PRODUCTIVITY MGMT (EIN 541856025) - 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

1997

Legal Domicile

Phone

4803052100

Tax Period

2023-01-01 to 2023-12-31

INSTITUTE FOR HEALTH & PRODUCTIVITY MGMT, founded in 1997, is a small nonprofit in the Health Care sector that reported $246K in total revenue in fiscal year 2023. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $282K exceeded revenue, resulting in a 15% operating deficit.

Mission

TO PROMOTE THE VITAL RELATIONSHIP BETWEEN EMPLOYEE HEALTH, WORKPLACE PERFORMANCE AND CORPORATE PRODUCTIVITY;TO INTEGRATE MANAGEMENT OF HEALTH AND PRODUCTIVITY FOR THE PURPOSE OF AUGMENTING HUMAN RESOURCE VALUE IN THE BEST INTEREST OF THE EMPLOYER.

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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 $245,965

Investment Income $1

Other Revenue $0

TOTAL REVENUE $245,966

Expense Breakdown

Grants Paid $0

Salaries & Benefits $182,779

Fundraising Expenses $0

Other Expenses $99,693

TOTAL EXPENSES $282,472

Year-over-Year Comparison

	2023	2022	Change
Revenue	$245,966	$353,145	-0.3%
Expenses	$282,472	$420,878	-0.3%
Net Income	$-36,506	$-67,733	-0.5%

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

N/A

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

$170,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBORAH LOVE	President	40.00	Officer	$165,000	$0	$165,000
SEAN SULLIVAN	Chairman & CEO	40.00	Officer	$5,000	$0	$5,000

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
2023	$245,966	$282,472	$87,703	$-36,506
2022	$353,145	$420,878	$110,858	$-67,733
2021	$381,638	$346,018	$102,975	$35,620
2020	$341,535	$305,592	$129,122	$35,943
2019	$321,350	$429,685	$100,301	$-108,335

INSTITUTE FOR HEALTH & PRODUCTIVITY MGMT