INVISION INTEGRATED BEHAVIORAL HEALTH (EIN 814774757) - 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

Principal Officer

RUTH SIEGFRIED

Phone

7249335100

Tax Period

2022-07-01 to 2023-06-30

INVISION INTEGRATED BEHAVIORAL HEALTH, founded in 2016, is a small nonprofit that reported $443K in total revenue in fiscal year 2022. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $632K exceeded revenue, resulting in a 43% operating deficit.

Mission

FOR THE ORGANIZATION'S SIGNIFICANT ACTIVITIES.

🔒

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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $442,555

Investment Income $0

Other Revenue $0

TOTAL REVENUE $442,555

Expense Breakdown

Grants Paid $0

Salaries & Benefits $261,912

Fundraising Expenses $0

Program Expenses $342,785

Other Expenses $369,842

TOTAL EXPENSES $631,754

Year-over-Year Comparison

	2022	2021	Change
Revenue	$442,555	$301,064	+0.5%
Expenses	$631,754	N/A	N/A
Net Income	$-189,199	$301,064	-1.6%

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

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

$1,245,685

Total Directors

$705,514

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUTH SIEGFRIED	FOUNDER AND PRESIDENT	1.00	Officer Director	$0	$271,877	$705,514
JOANNE FASCIO	SECRETARY	1.00	Officer Director	$0	$0	$0
STEVE ROBERTS	CHAIR	1.00	Officer Director	$0	$0	$0
JOHN EDDY	TREASURER	1.00	Officer Director	$0	$0	$0
KIMBERLY LOVE	CEO	1.00	Officer	$0	$68,252	$432,763
DEB HYATT-BURKHART	MEMBER/COO	1.00	Officer	$0	$6,505	$71,120
RAYMOND HERRON	CFO	1.00	Officer	$0	$543	$36,288
MARLENE M HUGHES	VICE PRESIDENT, HEALTH SER	40.00	Highest	$128,302	$13,460	$141,762
JOSEPH WITUCKI	CAO, FORMER	1.00		$0	$82,361	$457,604
SHAWN RYAN	VP OF FINANCE, FORMER	1.00		$0	$31,177	$224,577

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	$442,555	$631,754	$200,225	$-189,199
2022	$301,064	$590,715	$117,117	$-289,651
2021	$260,356	$523,906	$58,289	$-263,550
2020	$273,388	$553,886	$101,481	$-280,498
2019	$170,589	$507,207	$27,932	$-336,618
2018	$165,584	$466,351	$135,531	$-300,767

INVISION INTEGRATED BEHAVIORAL HEALTH