THE OBRIA GROUP INC (EIN 593804603) - 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

2005

Legal Domicile

Principal Officer

HENRY W TAYLOR

Phone

9492755295

Tax Period

2023-01-01 to 2023-12-31

THE OBRIA GROUP INC, founded in 2005, is a community nonprofit in the Human Services sector that reported $1.9M in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $1.7M left a modest 11% surplus.

Mission

OUR MISSION IS TO CREATE A UNIFIED NATIONAL BRAND OF WOMEN'S HEALTH CLINICS.

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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 $1,870,307

Program Service Revenue $0

Investment Income $44,170

Other Revenue $-45,188

TOTAL REVENUE $1,869,289

Expense Breakdown

Grants Paid $555,345

Salaries & Benefits $552,608

Fundraising Expenses $106,403

Program Expenses $1,155,652

Other Expenses $553,128

TOTAL EXPENSES $1,661,081

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,869,289	$1,424,810	+0.3%
Expenses	$1,661,081	$1,710,671	0.0%
Net Income	$208,208	$-285,861	-1.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN ARMOUR	SECRETARY	1.00	Officer Director	$0	$0	$0
VICKI SMITH	CHAIRMAN OF THE BOARD	1.00	Officer Director	$0	$0	$0
JUSTIN ALVAREZ	FINANCE COMMITTEE	1.00	Director	$0	$0	$0
STEPH BUSCH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DR PETE ANZALDO	MEDICAL DIRECTOR	1.00	Director	$0	$0	$0
JEAN-PAUL AFIF	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE HADRO	DIRECTOR	1.00	Director	$0	$0	$0
ANISSIA TODD	DIRECTOR	1.00	Director	$0	$0	$0
CAROLINE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
KELLY GATES	TREASURER	1.00	Officer Director	$0	$0	$0
BARBARA MASSREY	TREASURER - FORMER	1.00		$0	$0	$0
DAWN HUGHES	CEO - FORMER	40.00		$201,625	$0	$201,625

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	No data	No data	No data	No data
2023	$1,869,289	$1,661,081	$1,046,380	$208,208
2022	$1,424,810	$1,710,671	$788,301	$-285,861
2021	$3,231,581	$2,822,780	$1,132,480	$408,801
2020	$3,496,614	$3,449,921	$964,119	$46,693
2019	$2,179,048	$2,154,341	$710,779	$24,707
2018	$863,881	$1,311,149	$969,760	$-447,268

THE OBRIA GROUP INC