INCLUSIVE ALLIANCE IPA INC (EIN 822588423) - 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

TANIA ANDERSON

Phone

3158991043

Tax Period

2023-01-01 to 2023-12-31

INCLUSIVE ALLIANCE IPA INC, founded in 2016, is a small nonprofit in the Health Care sector that reported $898K in total revenue in fiscal year 2023. The organization ran a surplus of $135K, a strong 15% operating margin.

Mission

THE OVERARCHING PURPOSE OF THE INCLUSIVE ALLIANCE IS TO CLINICALLY INTEGRATE A DIVERSE,INNOVATIVE NETWORK OF PROVIDERS. IN THE CHANGING HEALTHCARE LANDSCAPE, THE ABILITY TO WORK COLLECTIVELY WILL ENABLE ALL MEMBERS TO CONTINUE TO PROVIDE THE HIGHEST QUALITY OF CARE, DECREASE ADMINISTRATIVE COSTS, AND ASSIST AGENCIES IN THE PREPARATION OF TRANSITION TO MANAGED CARE.

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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 $719,089

Program Service Revenue $161,032

Investment Income $7,664

Other Revenue $10,000

TOTAL REVENUE $897,785

Expense Breakdown

Grants Paid $0

Salaries & Benefits $294,426

Fundraising Expenses $0

Program Expenses $655,883

Other Expenses $468,227

TOTAL EXPENSES $762,653

Year-over-Year Comparison

	2023	2022	Change
Revenue	$897,785	$939,870	0.0%
Expenses	$762,653	$936,128	-0.2%
Net Income	$135,132	$3,742	+35.1%

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

$105,884

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TANIA ANDERSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
ELIZABETH GCROCKETT	SECRETARY	1.00	Officer Director	$0	$0	$0
BRIAN FAY	TREASURER	1.00	Officer Director	$0	$0	$0
LISA DUNN ALFORD	DIRECTOR	1.00	Director	$0	$0	$0
MASON KAUFMAN	DIRECTOR	1.00	Director	$0	$0	$0
PAULETTE PURDY	DIRECTOR	1.00	Director	$0	$0	$0
JOAN ROYLE	DIRECTOR	1.00	Director	$0	$0	$0
DIANE COOPER-CURRIER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SHARI WEISS	DIRECTOR	1.00	Director	$0	$0	$0
STEFANIE SAVORY	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIAN PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN BULGER	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN WETTERHAHB	EXECUTIVE DIRECTOR	40.00	Officer	$94,653	$11,231	$105,884

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	$897,785	$762,653	$285,583	$135,132
2022	$939,870	$936,128	$1,060,396	$3,742
2021	$1,148,820	$1,149,242	$1,576,326	$-422

INCLUSIVE ALLIANCE IPA INC