Health Planning Council of Northeast Florida Inc (EIN 592247189) - 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

1982

Legal Domicile

Phone

9044484300

Tax Period

2023-07-01 to 2024-06-30

Health Planning Council of Northeast Florida Inc, founded in 1982, is a community nonprofit in the Health Care sector that reported $4.6M in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $4.4M left a modest 4% surplus.

Mission

The organization conducts planning and community projects throughout seven counties in northeast Florida to improve availability, accessibility, quality, adequacy, efficiency, and affordability of needed health programs.

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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 $3,014,215

Program Service Revenue $1,553,917

Investment Income $60

Other Revenue $0

TOTAL REVENUE $4,568,192

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,633,809

Fundraising Expenses $0

Program Expenses $4,320,770

Other Expenses $2,764,082

TOTAL EXPENSES $4,397,891

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,568,192	$7,290,675	-0.4%
Expenses	$4,397,891	$7,244,972	-0.4%
Net Income	$170,301	$45,703	+2.7%

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

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

$152,902

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Wiatt Bowers	Chair	2.00	Director	$0	$0	$0
Andrea Crowder	Vice Chair	2.00	Director	$0	$0	$0
Carrie Baird	Treasurer	2.00	Director	$0	$0	$0
Christopher Nuland	Secretary	2.00	Director	$0	$0	$0
Lori Bilello	Director	1.00	Director	$0	$0	$0
Stephen Civitelli	Director	1.00	Director	$0	$0	$0
Irvin Cohen	Director	1.00	Director	$0	$0	$0
Meaghan Crowley	Director	1.00	Director	$0	$0	$0
Kelly Gibson	Director	1.00	Director	$0	$0	$0
Quanita May	Director	1.00	Director	$0	$0	$0
Elizabeth Payne	Director	1.00	Director	$0	$0	$0
Susan Ponder-Stansel	Director	1.00	Director	$0	$0	$0
Susan Grich	President and CEO	40.00	Officer	$148,464	$4,438	$152,902

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	No data	No data	No data	No data
2024	$4,568,192	$4,397,891	$1,386,520	$170,301
2023	$7,290,675	$7,244,972	$1,858,403	$45,703
2022	$5,725,603	$5,463,423	$2,250,575	$262,180
2021	$2,949,898	$2,869,530	$884,782	$80,368
2020	$2,321,351	$2,198,503	$2,067,972	$122,848
2019	$1,153,666	$1,223,638	$520,112	$-69,972

Health Planning Council of Northeast Florida Inc