INCLUSIVE ALLIANCE IPA INC

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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

2025-01-01 to 2025-12-31

INCLUSIVE ALLIANCE IPA INC, founded in 2016, is a small nonprofit in the Health Care sector that reported $404K in total revenue in fiscal year 2025. Revenue surged 28% from the prior year, signaling strong growth momentum.

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.

Program Service Accomplishments

Program 1

Expenses: $368,683 Revenue: $30,126

TO PREPARE MEMBERS FOR MANAGED CARE AND THE TRANSITION TO VALUE-BASED PAYMENT (VBP) BY DEFINING QUALITY IMPROVEMENT STANDARDS, COORDINATE AND ENHANCE ADVOCACY EFFORTS AND INCREASE ADMINISTRATIVE...

TO PREPARE MEMBERS FOR MANAGED CARE AND THE TRANSITION TO VALUE-BASED PAYMENT (VBP) BY DEFINING QUALITY IMPROVEMENT STANDARDS, COORDINATE AND ENHANCE ADVOCACY EFFORTS AND INCREASE ADMINISTRATIVE EFFICIENCIES.

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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 $373,249

Program Service Revenue $30,126

Investment Income $323

Other Revenue $0

TOTAL REVENUE $403,698

Expense Breakdown

Grants Paid $0

Salaries & Benefits $271,739

Fundraising Expenses $0

Program Expenses $368,683

Other Expenses $156,962

TOTAL EXPENSES $428,701

Year-over-Year Comparison

	2025	2024	Change
Revenue	$403,698	$316,452	+0.3%
Expenses	$428,701	$491,197	-0.1%
Net Income	$-25,003	$-174,745	-0.9%

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

$53,493

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TANIA ANDERSON	PRESIDENT (CURRENT)	1.00	Officer Director	$0	$0	$0
LISA DUNN ALFORD	DIRECTOR	1.00	Director	$0	$0	$0
JOAN ROYLE	DIRECTOR (FORMER)	1.00	Director	$0	$0	$0
STEVEN BULGER	DIRECTOR	1.00	Director	$0	$0	$0
KATE WEIDMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KARI JOHNSON	SECRETARY	1.00	Officer Director	$0	$0	$0
AMY EELLS	DIRECTOR	1.00	Director	$0	$0	$0
BETH HENDERSON	TREASURER (CURRENT)	1.00	Officer Director	$0	$0	$0
KATHLEEN GAETANO	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM NICHOLSON	DIRECTOR	1.00	Director	$0	$0	$0
BETH HURNY-FRICANO	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH GCROCKETT	EXECUTIVE DIRECTOR (CURRENT)	40.00	Officer	$51,314	$2,179	$53,493

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	$403,698	$428,701	$151,329	$-25,003
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