CoachMe Health (EIN 842591538) - 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

2019

Legal Domicile

Principal Officer

Karin Underwood

Phone

6107613274

Tax Period

2020-07-01 to 2021-06-30

CoachMe Health, founded in 2019, is a small nonprofit that reported $243K in total revenue in fiscal year 2020. Revenue surged 188% from the prior year, signaling strong growth momentum. The organization ran a surplus of $106K, a strong 44% operating margin.

Mission

CoachMe Health?s mission is to address health disparities facing low income Americans. Here have been the most significant activities of 2019: Offering no cost health coaching programs to underserved patients, hosting a free mental health resources website, and conducting a randomized control trial to evaluate the impact of the Healthy at Home clinical program on underserved patients with type 2 diabetes.

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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 (2020)

Revenue Breakdown

Contributions & Grants $187,476

Program Service Revenue $55,075

Investment Income $0

Other Revenue $0

TOTAL REVENUE $242,551

Expense Breakdown

Grants Paid $0

Salaries & Benefits $72,346

Fundraising Expenses $1,988

Program Expenses $121,459

Other Expenses $63,944

TOTAL EXPENSES $136,290

Year-over-Year Comparison

	2020	2019	Change
Revenue	$242,551	$84,152	+1.9%
Expenses	$136,290	$26,439	+4.2%
Net Income	$106,261	$57,713	+0.8%

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

N/A

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

$35,679

Total Directors

$35,679

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karin Underwood	CEO	50.00	Officer Director	$35,679	$0	$35,679
Kate Whaton	Director	0.50	Director	$0	$0	$0
Joan Gass	Director	0.50	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
2021	$242,551	$136,290	$173,998	$106,261

CoachMe Health