ASSOCIATION OF STATE AND TRIBAL HOME VISITING INITIATIVES (EIN 811505864) - 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

2016

Legal Domicile

Principal Officer

CATRIONA MACDONALD

Phone

8664430998

Tax Period

2023-01-01 to 2023-12-31

ASSOCIATION OF STATE AND TRIBAL HOME VISITING INITIATIVES, founded in 2016, is a small nonprofit in the Health Care sector that reported $509K in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $116K, a strong 23% operating margin.

Mission

THE ASSOCIATION OF STATE AND TRIBAL HOME VISITING INITIATIVES IS MEMBER-DRIVEN AND DEDICATED TO SUPPORTING MEMBERS IN THE EFFECTIVE IMPLEMENTATION AND IMPROVEMENT OF HOME VISITING PROGRAMS AT THE STATE, TERRITORY AND TRIBAL LEVEL.

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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 $449,500

Program Service Revenue $56,549

Investment Income $3,371

Other Revenue $0

TOTAL REVENUE $509,420

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $346,667

Other Expenses $393,905

TOTAL EXPENSES $393,905

Year-over-Year Comparison

	2023	2022	Change
Revenue	$509,420	$367,331	+0.4%
Expenses	$393,905	$319,067	+0.2%
Net Income	$115,515	$48,264	+1.4%

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

N/A

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
KEHAULANI FERNANDEZ	BOARD MEMBER	2.00	Director	$0	$0	$0
PAMELA FINCH	BOARD MEMBER	2.00	Director	$0	$0	$0
MAGGIE ENLOW	TREASURER	2.00	Director	$0	$0	$0
KASONDRA BRANWEN	BOARD MEMBER	2.00	Director	$0	$0	$0
JUAN DELARA	BOARD MEMBER	2.00	Director	$0	$0	$0
PJ WEST	BOARD MEMBER	2.00	Director	$0	$0	$0
SARAH SANDERS	BOARD MEMBER	2.00	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	$509,420	$393,905	$569,243	$115,515
2022	$367,331	$319,067	$453,728	$48,264
2021	$319,825	$264,739	$405,464	$55,086
2020	$348,232	$331,380	$350,378	$16,852
2019	$518,083	$496,305	$333,526	$21,778
2018	$516,368	$476,483	$311,748	$39,885

ASSOCIATION OF STATE AND TRIBAL HOME VISITING INITIATIVES