JOSEPH H NEAL HEALTH COLLABORATIVE (EIN 830522320) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

MARCUS NEAL

Phone

8033860475

Tax Period

2023-07-01 to 2024-06-30

JOSEPH H NEAL HEALTH COLLABORATIVE, founded in 2018, is a community nonprofit in the Health Care sector that reported $4.4M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

THE JOSEPH H. NEAL HEALTH COLLABERATIVE AIMS TO ADDRESS SOCIAL INJUSTICE AND HEALTH INEQUITY THROUGH FAITH, COLLABORATION, AND RESOURCES TO BUILD AND EMPOWER COMMUNITIES.

🔒

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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $502,210

Program Service Revenue $3,860,957

Investment Income $8,290

Other Revenue $16

TOTAL REVENUE $4,371,473

Expense Breakdown

Grants Paid $0

Salaries & Benefits $518,057

Fundraising Expenses $2,614

Program Expenses $4,158,590

Other Expenses $4,088,421

TOTAL EXPENSES $4,606,478

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,371,473	$3,817,210	+0.1%
Expenses	$4,606,478	$3,731,996	+0.2%
Net Income	$-235,005	$85,214	-3.8%

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

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

$25,395

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA DEWITT	SECRETARY	2.00	Officer Director	$0	$0	$0
WILMA GARREN	VICE TREASURER	20.00	Officer Director	$0	$0	$0
MARCUS NEAL	TREASURER	1.00	Officer Director	$0	$0	$0
KENRIC WARE	CHAIR	2.00	Officer Director	$0	$0	$0
KENNETH JAMES	VICE CHAIR	4.00	Officer Director	$0	$0	$0
SHARON PETERSON	FINANCE MANAGER	25.00	Officer	$25,395	$0	$25,395

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	No data	No data	No data	No data
2024	$4,371,473	$4,606,478	$1,196,201	$-235,005
2023	$3,817,210	$3,731,996	$1,462,017	$85,214
2022	$3,142,194	$2,742,342	$1,290,310	$399,852
2021	$605,063	$1,038,793	$153,185	$-433,730
2020	$1,182,115	$601,255	$447,841	$580,860

JOSEPH H NEAL HEALTH COLLABORATIVE