SPECIAL NEEDS PLAN ALLIANCE

EIN: 814850675 Health Care

WASHINGTON, DC

Total Revenue
$1,896,843
Total Expenses
$1,844,832
Total Assets
$1,792,542
Net Assets
$1,582,199
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
DE
Principal Officer
MICHAEL CHEEK
Phone
2029601688
Tax Period
2023-01-01 to 2023-12-31

SPECIAL NEEDS PLAN ALLIANCE, founded in 2017, is a community nonprofit in the Health Care sector that reported $1.9M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum.

Mission

TO IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS LIVING WITH SIGNIFICANT, COMPLEX NEEDS THROUGH SPECIALIZED MANAGED CARE.

Program Service Accomplishments

Program 1

LEGAL, POLICY AND PROGRAM CONSULTING - THE ALLIANCE MEETS REGULARLY WITH CMS ON SPECIFIC REGULATORY ISSUES. THE ALLIANCE REVIEWS ALL PROPOSED RULES AND GUIDANCE, AND PREPARES SUMMARIES FOR MEMBERS...

Read more

LEGAL, POLICY AND PROGRAM CONSULTING - THE ALLIANCE MEETS REGULARLY WITH CMS ON SPECIFIC REGULATORY ISSUES. THE ALLIANCE REVIEWS ALL PROPOSED RULES AND GUIDANCE, AND PREPARES SUMMARIES FOR MEMBERS AND COMMENT LETTERS TO AGENCIES. THE ALLIANCE ALSO OCCASIONALLY USES ITS LEGAL CONSULTANT TO INTERPRET SOME OF THE LEGAL CONSTRAINTS TO REGULATORY AUTHORITY IN ITS COMMENT LETTERS. THE ALLIANCE ALSO ADDRESSES INDIVIDUAL MEMBER CONCERNS AND MAY REFER THE ISSUE TO ITS LEGAL CONSULTANT FOR RECOMMENDATIONS. THE ALLIANCE HAS 5 REGULARLY RECURRING STANDING MEETINGS WITH MEMBERS WHERE IT REVIEWS A VARIETY OF POLICIES AND MEMBER QUESTIONS THAT ARE THEN USES AS A FRAMEWORK FOR THE ALLIANCE'S FOLLOW-UP TO THE ADMINISTRATION AND TO MEMBERS OF CONGRESS.

Program 2

LOBBYING - THE ALLIANCE WORKS ON INITIATIVES TO ADVANCE RISK-ADJUSTED PAYMENTS FOR HIGH-RISK POPULATIONS, MEDICARE/MEDICAID INTEGRATION, AND TO IMPROVE PERFORMANCE MEASUREMENT TO REFLECT POPULATIONS.

Program 3

FALL LEADERSHIP MEETING AND SPRING MEETING MEMBERS-ONLY ROUND TABLE - THE ALLIANCE HOSTS TWO 1.5 DAY MEETINGS PER YEAR. THE SPRING MEETING IS FOR MEMBERS ONLY AND FOCUSES PRIMARILY ON SNP POLICIES...

Read more

FALL LEADERSHIP MEETING AND SPRING MEETING MEMBERS-ONLY ROUND TABLE - THE ALLIANCE HOSTS TWO 1.5 DAY MEETINGS PER YEAR. THE SPRING MEETING IS FOR MEMBERS ONLY AND FOCUSES PRIMARILY ON SNP POLICIES AND RULE-MAKING. THE ALLIANCE HOLDS IN-DEPTH DISCUSSIONS REGARDING SPECIFIC REGULATIONS AND HAS OPEN DISCUSSIONS WITH MEMBERS ON THEIR CHALLENGES AND STRATEGIES TO ADDRESS THESE. THE FALL MEETING IS OPEN TO BOTH MEMBERS AND NON-MEMBERS. THE FALL MEETING GENERALLY ADDRESSES BROADER TOPICS - AGAIN FOCUSING ON POLICIES AND OPERATIONS FOR SNPS AND MEDICARE-MEDICAID PLANS. REPRESENTATIVES FROM CENTERS FOR MEDICARE AND MEDICAID SERVICES ("CMS") ARE INVITED TO BOTH MEETINGS, AND BOTH MEETINGS INCLUDE EDUCATION SESSIONS ADDRESSING STRATEGIES TO BETTER SERVE HIGH RISK AND VULNERABLE POPULATIONS.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,844,421
Investment Income $52,422
Other Revenue $0
TOTAL REVENUE $1,896,843

Expense Breakdown

Grants Paid $5,000
Salaries & Benefits $880,454
Fundraising Expenses $0
Other Expenses $959,378
TOTAL EXPENSES $1,844,832

Year-over-Year Comparison

2023 2022 Change
Revenue $1,896,843 $1,499,250 +0.3%
Expenses $1,844,832 $1,294,465 +0.4%
Net Income $52,011 $204,785 -0.7%
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

Sign In

Governance

Voting Members
10
Independent Members
10
Employees
7
Volunteers
10

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
5
$501,133
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
EVE GELB SENIOR CHAIR 2.00
Officer Director
$0 $0 $0
TOM VON STERNBERG MD TREASURER 2.00
Officer Director
$0 $0 $0
STEPHANIE SCHWARTZ JD SECRETARY 2.00
Officer Director
$0 $0 $0
DONNA STIDHAM RN DIRECTOR 2.00
Director
$0 $0 $0
SHARON ALEXANDER DIRECTOR 2.00
Director
$0 $0 $0
VICTOR HURTADO DIRECTOR 2.00
Director
$0 $0 $0
KATIE PARIS DIRECTOR 2.00
Director
$0 $0 $0
MICHELLE HERMAN SOPER DIRECTOR 2.00
Director
$0 $0 $0
RON CHAFFIN DIRECTOR AS OF APRIL 2.00
Director
$0 $0 $0
DANA MOTT-BRONSON DIRECTOR AS OF APRIL 2.00
Director
$0 $0 $0
CHERYL PHILLIPS MD PRESIDENT AND CEO UNTIL MAY 40.00
Officer
$232,834 $10,581 $243,415
MICHAEL CHEEK PRESIDENT AND CEO AS OF MAY 40.00
Officer
$245,658 $12,060 $257,718
VICTORIA KING DIRECTOR OF OPERATIONS 40.00
Highest
$105,965 $5,823 $111,788
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 $1,896,843 $1,844,832 $1,792,542 $52,011
2022 $1,499,250 $1,294,465 $1,516,582 $204,785
2021 $1,485,582 $1,094,808 $1,317,742 $390,774
2020 $1,440,601 $1,112,816 $921,348 $327,785
2019 $1,455,755 $1,184,252 $631,374 $271,503
2018 $1,416,327 $1,247,709 $321,559 $168,618
Explore More Nonprofits
Top 100 Nonprofits in District of Columbia Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare SPECIAL NEEDS PLAN ALLIANCE with other nonprofits in District of Columbia and across the country.