FINGER LAKES IPA INC (EIN 824271469) - 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

PATRICIA MCMAHON

Phone

3159246064

Tax Period

2023-01-01 to 2023-12-31

FINGER LAKES IPA INC, founded in 2017, is a community nonprofit that reported $4.6M in total revenue in fiscal year 2023. Revenue fell 46% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.2M, a strong 26% operating margin.

Mission

CREATE A COLLABORATIVE, CLINICALLY INTEGRATED MODEL TO ADDRESS THE CHANGES REQUIRED BY HEALTH CARE REFORM.

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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 $2,863,518

Program Service Revenue $35,736

Investment Income $123,341

Other Revenue $1,580,224

TOTAL REVENUE $4,602,819

Expense Breakdown

Grants Paid $0

Salaries & Benefits $938,478

Fundraising Expenses $0

Program Expenses $2,922,456

Other Expenses $2,466,582

TOTAL EXPENSES $3,405,060

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,602,819	$8,568,237	-0.5%
Expenses	$3,405,060	$3,829,762	-0.1%
Net Income	$1,197,759	$4,738,475	-0.7%

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

N/A

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

$236,115

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIANNON O'CONNOR	CHIEF CLINICAL OFFICER	40.00	Highest	$173,435	$6,937	$180,372
PATRICIA MCMAHON	EXECUTIVE DIRECTOR	40.00	Officer	$148,458	$7,412	$155,870
LYNETTE THELEN	DIRECTOR OF STRATEGIC INITIATIVES	40.00	Highest	$104,243	$4,297	$108,540
DANIEL DEY	FORMER EXECUTIVE DIRECTOR	40.00	Officer	$77,145	$3,100	$80,245
MARY ZELAZNY	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
ANN DOMINGOS	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
JENNIFER CARLSON	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
NAOMI GLEASON	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL LEARY	BOARD MEMBER	1.00	Director	$0	$0	$0
LORI VANAUKEN	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID CRIST	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN BENNETT	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDSAY FARRELL	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELE FOSTER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID SHIPPEE	BOARD MEMBER	1.00	Director	$0	$0	$0
JANICE HARBIN	BOARD MEMBER	1.00	Director	$0	$0	$0
TRICIA PETER-CLARK	BOARD MEMBER	1.00	Director	$0	$0	$0
APRIL MILES	BOARD MEMBER	1.00	Director	$0	$0	$0
BETH HERSHEL	BOARD MEMBER	1.00	Director	$0	$0	$0
KIM OSBORNE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK HALL	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN MILLIGAN	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN STONE	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN KINTER	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDITH WATSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNE RICHEY	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA CLARK	BOARD MEMBER	1.00	Director	$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
2024	No data	No data	No data	No data
2023	$4,602,819	$3,405,060	$7,496,276	$1,197,759
2022	$8,568,237	$3,829,762	$6,305,474	$4,738,475
2021	$1,377,028	$1,377,028	$1,567,715	No data
2020	$902,733	$805,916	$1,656,691	$96,817
2020	$902,733	$886,582	$1,656,691	$16,151
2019	$3,178,730	$2,663,330	$1,349,326	$515,400

FINGER LAKES IPA INC