Ascension Health Pathways Institute (EIN 820767399) - 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

2017

Legal Domicile

Principal Officer

Jocelyn Freeman

Phone

5102138325

Tax Period

2025-01-01 to 2025-12-31

Ascension Health Pathways Institute, founded in 2017, is a small nonprofit in the Health Care sector that reported $832K in total revenue in fiscal year 2025. Revenue surged 105% from the prior year, signaling strong growth momentum. The organization ran a surplus of $260K, a strong 31% operating margin.

Mission

Ascension Health Pathways Institute is a 501(c)(3) dedicated to improving the health of our community by creating entryways into health careers, elevating the skills of the health workforce via competency based, culturally relatable instruction and empowering residents on healthy living.

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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 (2025)

Revenue Breakdown

Contributions & Grants $791,881

Program Service Revenue $31,505

Investment Income $8,829

Other Revenue $0

TOTAL REVENUE $832,215

Expense Breakdown

Grants Paid $6,180

Salaries & Benefits $313,114

Fundraising Expenses $0

Program Expenses $401,619

Other Expenses $253,337

TOTAL EXPENSES $572,631

Year-over-Year Comparison

	2025	2024	Change
Revenue	$832,215	$405,017	+1.1%
Expenses	$572,631	$241,312	+1.4%
Net Income	$259,584	$163,705	+0.6%

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

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

$274,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jocelyn Freeman	President	28.00	Officer	$150,000	$0	$150,000
Marco Parra	Manager	40.00	Officer	$74,000	$0	$74,000
Denae Reed	Compliance	14.00	Officer	$50,400	$0	$50,400
Stephanie Timmons Brown	Treasurer	4.00	Officer	$0	$0	$0
Maritza Gomez	Secretary	4.00	Officer	$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
2025	$832,215	$572,631	$649,842	$259,584
2024	No data	No data	No data	No data
2020	$152,939	$126,438	$342,385	$26,501
2019	$128,348	$188,395	$315,884	$-60,047
2018	$369,382	$367,936	$375,944	$1,446

Ascension Health Pathways Institute