Health Enhancement Research Organization Inc (EIN 631141480) - 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

1996

Legal Domicile

Principal Officer

Karen Moseley

Phone

9528354257

Tax Period

2023-01-01 to 2023-12-31

Health Enhancement Research Organization Inc, founded in 1996, is a small nonprofit in the Medical Research sector that reported $984K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

Create and disseminate employee health management research, policy, leadership and infrastructure which advance the principles, science and practice of employee health management.

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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 $325,454

Program Service Revenue $658,842

Investment Income $164

Other Revenue $0

TOTAL REVENUE $984,460

Expense Breakdown

Grants Paid $0

Salaries & Benefits $436,645

Fundraising Expenses $199,492

Program Expenses $679,421

Other Expenses $572,664

TOTAL EXPENSES $1,009,309

Year-over-Year Comparison

	2023	2022	Change
Revenue	$984,460	$832,221	+0.2%
Expenses	$1,009,309	$1,044,457	0.0%
Net Income	$-24,849	$-212,236	-0.9%

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

230

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

$118,960

Total Directors

$118,960

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karen Moseley	President	40.00	Officer Director	$113,012	$5,948	$118,960
Ryan Sledge	Treasurer	1.00	Officer Director	$0	$0	$0
Stephen Noeldner	Director	1.00	Director	$0	$0	$0
Anita Shaughnessy	Past Chair	1.00	Officer Director	$0	$0	$0
Joni Troester	Chair	1.00	Officer Director	$0	$0	$0
Marleece Estella	Director	1.00	Director	$0	$0	$0
Gerardo Durand	Director	1.00	Director	$0	$0	$0
Maggie Biscarr	Director	1.00	Director	$0	$0	$0
Tami Simon	Secretary	1.00	Officer Director	$0	$0	$0
Dexter Shurney	Vice Chair	1.00	Officer Director	$0	$0	$0
Nico Pronk	Director	1.00	Director	$0	$0	$0
Krystal Sexton	Director	1.00	Director	$0	$0	$0
Janis Davis-Street	Director	1.00	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	No data	No data	No data	No data
2023	$984,460	$1,009,309	$205,898	$-24,849
2022	$832,221	$1,044,457	$198,322	$-212,236
2021	$794,950	$725,839	$496,175	$69,111
2020	$814,951	$879,171	$351,406	$-64,220
2019	$1,044,772	$1,238,417	$446,982	$-193,645
2018	$1,049,030	$1,304,292	$630,383	$-255,262

Health Enhancement Research Organization Inc