Erie Family Health Foundation Inc (EIN 814172423) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Phone

3126663494

Tax Period

2024-07-01 to 2025-06-30

Erie Family Health Foundation Inc, founded in 2016, is a micro nonprofit in the Health Care sector that reported $69K in total revenue in fiscal year 2017. Revenue surged 225% from the prior year, signaling strong growth momentum.

Mission

Enhance and support the Erie Family Health Centers' mission of "Serving a largely medically underserved population in Chicagoland area"

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,404,651

Program Service Revenue $0

Investment Income $4,707

Other Revenue $0

TOTAL REVENUE $2,409,358

Expense Breakdown

Grants Paid $2,404,651

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,416,663

Other Expenses $12,012

TOTAL EXPENSES $2,416,663

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,409,358	$2,010,010	+0.2%
Expenses	$2,416,663	$2,016,524	+0.2%
Net Income	$-7,305	$-6,514	+0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$1,295,220

Total Directors

$634,331

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEE FRANCIS	PRESIDENT & CEO	1.0	Officer Director	$0	$85,339	$634,331
AMY BLUMENTHAL	DIRECTOR	1.0	Director	$0	$0	$0
BETSY BANKS	DIRECTOR	1.0	Director	$0	$0	$0
Elizabeth Feldman MD	DIRECTOR	1.0	Director	$0	$0	$0
Feyce Peralta MD	DIRECTOR	1.0	Director	$0	$0	$0
Guari Brown	DIRECTOR	1.0	Director	$0	$0	$0
Jeff Sherman MD	DIRECTOR	1.0	Director	$0	$0	$0
LINDA CUSHMAN	DIRECTOR	1.0	Director	$0	$0	$0
Lisa Schneider Fabes	DIRECTOR	1.0	Director	$0	$0	$0
LORY MISHRA	DIRECTOR	1.0	Director	$0	$0	$0
NANCY BOCK	Chair	1.0	Director	$0	$0	$0
SUSAN GARRETT	DIRECTOR	1.0	Director	$0	$0	$0
DAVID C BRUCE	TREASURER	1.0	Officer	$0	$49,291	$380,710
Melissa Hilton	SECRETARY & EXECUTIVE DIRECTOR	1.0	Officer	$0	$47,854	$280,179

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	$2,409,358	$2,416,663	$5,574,154	$-7,305
2024	$2,010,010	$2,016,524	$4,510,594	$-6,514
2023	$2,654,902	$2,662,845	$7,269,994	$-7,943
2022	$1,630,340	$1,643,828	$5,888,102	$-13,488
2021	$2,426,081	$2,432,645	$7,587,009	$-6,564
2020	$2,445,985	$2,450,992	$3,516,002	$-5,007
2019	$1,073,719	$1,044,472	$3,517,582	$29,247
2018	$69,409	No data	$3,491,762	No data

Erie Family Health Foundation Inc