HEALTH FINANCE INSTITUTE (EIN 833828470) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

ANDREA FEIGL

Phone

5712755416

Tax Period

2023-01-01 to 2023-12-31

HEALTH FINANCE INSTITUTE, founded in 2019, is a community nonprofit in the Diseases & Disorders sector that reported $3.2M in total revenue in fiscal year 2020. Revenue surged 3719% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.2M, a strong 68% operating margin.

Mission

THE HEALTH FINANCE INSTITUTE (HFI) INCREASES INVESTMENT IN NON-COMMUNICABLE DISEASES (NCDS) TO SAVE MILLIONS OF LIVES BY TRANSLATING ECONOMIC EVIDENCE INTO ACTIONABLE, HIGH-IMPACT BLENDED FINANCE INVESTMENT OPPORTUNITIES WORLDWIDE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $10,021

Program Service Revenue $298,958

Investment Income $61

Other Revenue $282

TOTAL REVENUE $309,322

Expense Breakdown

Grants Paid $0

Salaries & Benefits $319,147

Fundraising Expenses $57,256

Program Expenses $418,301

Other Expenses $399,526

TOTAL EXPENSES $718,673

Year-over-Year Comparison

	2023	2022	Change
Revenue	$309,322	$137,829	+1.2%
Expenses	$718,673	$863,904	-0.2%
Net Income	$-409,351	$-726,075	-0.4%

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

$210,388

Total Directors

$210,388

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREA FEIGL DING	PRESIDENT AND CEO	40	Officer Director	$202,063	$8,325	$210,388
JOEL CARTER	TREASURER	1	Officer Director	$0	$0	$0
JEFFREY STURCHIO	BORAD MEMBER	1	Director	$0	$0	$0
GEOFFREY SO	BOARD MEMBER	1	Director	$0	$0	$0
DOUG EVANS	BOARD MEMBER	1	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
2023	$309,322	$718,673	$133,374	$-409,351
2022	$137,829	$863,904	$523,673	$-726,075
2021	$275,013	$1,234,877	$1,289,177	$-959,864
2020	$3,198,184	$1,036,716	$2,312,066	$2,161,468

HEALTH FINANCE INSTITUTE