CONCERN EMPLOYEE ASSISTANCE PROGRAM (EIN 770528349) - 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

1999

Legal Domicile

Principal Officer

CECILE CURRIER

Phone

8003444222

Tax Period

2022-07-01 to 2023-06-30

CONCERN EMPLOYEE ASSISTANCE PROGRAM, founded in 1999, is a mid-sized nonprofit in the Health Care sector that reported $10.3M in total revenue in fiscal year 2022. Expenses of $9.4M left a modest 9% surplus.

Mission

TO PROVIDE AND PROMOTE AFFORDABLE HEALTH CARE TO RESIDENTS OF CALIFORNIA. CONCERN IS LICENSED BY THE CALIFORNIA DEPARTMENT OF MANAGED HEALTH CARE AND OFFERS LIMITED MENTAL HEALTH CARE ON A PREPAID BASIS TO EMPLOYEES OF SMALL, MEDIUM, AND LARGE EMPLOYER GROUPS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,422,339

Program Service Revenue $8,418,792

Investment Income $476,822

Other Revenue $0

TOTAL REVENUE $10,317,953

Expense Breakdown

Grants Paid $454,441

Salaries & Benefits $3,674,543

Fundraising Expenses $0

Program Expenses $8,079,147

Other Expenses $5,278,815

TOTAL EXPENSES $9,407,799

Year-over-Year Comparison

	2022	2021	Change
Revenue	$10,317,953	$9,998,451	+0.0%
Expenses	$9,407,799	$8,822,859	+0.1%
Net Income	$910,154	$1,175,592	-0.2%

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

$484,729

Total Directors

$1,175,399

Key Employees

$448,580

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CECILE CURRIER	BOARD MEMBER / CEO	20.00	Officer Director	$412,787	$71,942	$484,729
ANDREW COPE	BOARD MEMBER / PRESIDENT OF ECHF	1.00	Director	$0	$65,473	$456,191
DEANNA DUDLEY	BOARD MEMBER / VP OF HR ECH	1.00	Director	$0	$3,775	$234,479
DIKSHYA ADHIKARI	DIRECTOR OF OPERATIONS & CLIENT EXP	40.00	Key Emp	$193,979	$37,302	$231,281
ASHISH MATHUR	EXECUTIVE DIRECTOR SAHC	40.00	Key Emp	$170,117	$47,182	$217,299
MARGOT BROWN	SUPERVISOR EAP CLINICAL SERVICES	40.00	Highest	$145,757	$25,757	$171,514
PRIYA DHARAN	MANAGER, BUSINESS DEVELOPMENT	40.00	Highest	$148,623	$24,588	$173,211
ANN WAGNER	ACCOUNT EXECUTIVE	40.00	Highest	$122,401	$40,643	$163,044
STEPHANIE SHONLEY	ACCOUNT EXECUTIVE	40.00	Highest	$127,803	$22,487	$150,290
ERIKA DESHMUKH	HEALTH EDUCATION COORDINATOR SAHC	40.00	Highest	$114,880	$46,560	$161,440

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	No data	No data	No data	No data
2023	$10,317,953	$9,407,799	$18,315,720	$910,154
2022	$9,998,451	$8,822,859	$17,881,791	$1,175,592
2021	$11,122,823	$9,912,506	$18,911,914	$1,210,317
2020	$8,957,549	$8,535,847	$20,035,533	$421,702
2018	$15,126,745	$14,341,167	$16,490,464	$785,578

CONCERN EMPLOYEE ASSISTANCE PROGRAM