BRECKINRIDGE HEALTH INC (EIN 610525158) - 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

1947

Legal Domicile

Principal Officer

ANGELA PORTMAN

Phone

2707567000

Tax Period

2023-01-01 to 2023-12-31

BRECKINRIDGE HEALTH INC, founded in 1947, is a mid-sized nonprofit in the Health Care sector that reported $31.7M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $28.3M left a modest 11% surplus.

Mission

THE ORGANIZATION'S EXPLICIT PURPOSE IS TO CONTINUALLY REDUCE THE BURDEN OF ILLNESS, INJURY AND DISABILITY AND TO IMPROVE THE HEALTH AND FUNCTIONING OF THE PEOPLE OF ITS COMMUNITIES.

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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 $19,317

Program Service Revenue $25,349,482

Investment Income $9,022

Other Revenue $6,328,618

TOTAL REVENUE $31,706,439

Expense Breakdown

Grants Paid $1,450

Salaries & Benefits $14,644,250

Fundraising Expenses $0

Program Expenses $24,104,449

Other Expenses $13,626,201

TOTAL EXPENSES $28,271,901

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,706,439	$29,017,563	+0.1%
Expenses	$28,271,901	$27,908,023	+0.0%
Net Income	$3,434,538	$1,109,540	+2.1%

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

382

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

$380,762

Total Directors

$228,576

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELA PORTMAN	CHIEF EXECUTIVE OFFICER	40.00	Officer Director	$202,500	$26,076	$228,576
KIM FLOOD	VICE CHAIR	2.00	Officer Director	$0	$0	$0
FAYE DOWELL	TREASURER	2.00	Officer Director	$0	$0	$0
JANICE ELDER	BOARD MEMBER	1.00	Director	$0	$0	$0
HOLLY GREGORY	BOARD MEMBER	1.00	Director	$0	$0	$0
MITCH JACKSON	BOARD MEMBER	1.00	Director	$0	$0	$0
KERRY KASEY	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM LOUGHRAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LAYMAN LUCAS	BOARD MEMBER	1.00	Director	$0	$0	$0
BECKY POLLOCK	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY ROBBINS	BOARD MEMBER	1.00	Director	$0	$0	$0
DOTTIE WATSON	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERRY WILSON	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY ARNDELL	CHIEF FINANCIAL OFFICER	40.00	Officer	$136,987	$15,199	$152,186
BENJAMIN S SMITH	PHYSICIAN	50.00	Highest	$476,788	$6,385	$483,173
BRIAN T O'DONOGHUE	PHYSICIAN	50.00	Highest	$276,051	$5,056	$281,107
JOHN E ROE	CRNA	40.00	Highest	$193,119	$3,565	$196,684
MEENA S PATEL	PHYSICIAN	50.00	Highest	$180,755	$3,338	$184,093
CHRISTA K DOWELL	NURSE PRACTITIONER	40.00	Highest	$161,626	$3,094	$164,720

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	$31,706,439	$28,271,901	$21,230,291	$3,434,538
2022	$29,017,563	$27,908,023	$18,624,978	$1,109,540
2021	$30,933,121	$26,415,659	$19,110,291	$4,517,462
2020	$25,158,777	$22,779,211	$18,391,613	$2,379,566
2019	$23,195,737	$22,492,838	$11,450,538	$702,899
2018	$22,219,711	$22,706,227	$11,615,787	$-486,516

BRECKINRIDGE HEALTH INC