THE HEALTH INITIATIVE INC (EIN 831490111) - 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

2018

Legal Domicile

Principal Officer

CHRISTINA GUNTHER-MURPHY

Phone

6179531171

Tax Period

2024-01-01 to 2024-12-31

THE HEALTH INITIATIVE INC, founded in 2018, is a community nonprofit in the Health Care sector that reported $6.6M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $3.2M, a strong 48% operating margin.

Mission

THE HEALTH INITIATIVE (THI) WILL EDUCATE THE GENERAL PUBLIC REGARDING HOW DRIVERS OF HEALTH (E.G., FOOD, HOUSING) IMPACT HEALTH. IN DOING SO, THI WILL HELP TO LEAD THE NATION IN TAKING STEPS TO INVEST IN THESE DRIVERS, THUS IMPROVING THE QUALITY OF LIFE IN THE U.S.

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,530,149

Program Service Revenue $1,627,634

Investment Income $488,533

Other Revenue $0

TOTAL REVENUE $6,646,316

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,299,049

Fundraising Expenses $449,694

Program Expenses $2,450,210

Other Expenses $1,158,476

TOTAL EXPENSES $3,457,525

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,646,316	$7,787,773	-0.1%
Expenses	$3,457,525	$3,324,381	+0.0%
Net Income	$3,188,791	$4,463,392	-0.3%

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

$1,041,270

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VERONICA GUNN	BOARD CLERK	0.50	Officer Director	$0	$0	$0
LAURENCE COHEN	TREASURER	0.50	Officer Director	$0	$0	$0
KIM SYMAN	BOARD PRESIDENT	0.50	Officer Director	$0	$0	$0
RON WYATT	BOARD MEMBER (UNTIL 6/24)	0.50	Director	$0	$0	$0
JOHN MANDILE	BOARD MEMBER	0.50	Director	$0	$0	$0
DAVID TANNER	BOARD MEMBER	0.50	Director	$0	$0	$0
ROCCO PERLA	CO-FOUNDER	40.00	Officer	$316,666	$52,143	$368,809
REBECCA ONIE MILDER	CO-FOUNDER	40.00	Officer	$310,412	$49,018	$359,430
CHRISTINA GUNTHER-MURPHY	CHIEF CAMPAIGN OFFICER	40.00	Officer	$262,707	$50,324	$313,031
NATALIE ORTIZ	RESEARCH ASSOCIATE	40.00	Highest	$108,155	$18,057	$126,212
NOELLE SAVAGEAU	SR. CAMPAIGN DIRECTOR (UNTIL 10/2024)	40.00	Highest	$148,838	$15,038	$163,876
DAN HALL	MANAGER OF STRATEGIC OPERA	40.00	Highest	$127,511	$33,576	$161,087
CATHRYN JOHANNA WILE	CHIEF OF STAFF	40.00	Highest	$123,005	$22,139	$145,144

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	$6,646,316	$3,457,525	$18,237,507	$3,188,791
2023	$7,787,773	$3,324,381	$15,212,210	$4,463,392
2022	$4,085,506	$2,584,991	$10,190,254	$1,500,515
2021	$2,489,772	$2,505,155	$8,647,089	$-15,383
2020	$10,363,424	$2,846,839	$8,951,484	$7,516,585
2019	$2,817,429	$2,197,842	$1,178,656	$619,587
2018	$790,727	$536,410	$370,774	$254,317

THE HEALTH INITIATIVE INC