Chronic Care Policy Alliance Elizabeth Helms (EIN 843947386) - 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

2020

Legal Domicile

Principal Officer

Elizabeth Helms

Phone

9164441985

Tax Period

2024-01-01 to 2024-12-31

Chronic Care Policy Alliance Elizabeth Helms, founded in 2020, is a small nonprofit that reported $707K in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $1.0M exceeded revenue, resulting in a 42% operating deficit.

Mission

The chronic care policy alliance (CCPA) is a network of state and regional advocacy organizations advancing public policy that improves the lives of those living with chronic conditions and diseases.

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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 $707,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $707,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $126,164

Fundraising Expenses $0

Program Expenses $885,762

Other Expenses $875,883

TOTAL EXPENSES $1,002,047

Year-over-Year Comparison

	2024	2023	Change
Revenue	$707,000	$1,165,000	-0.4%
Expenses	$1,002,047	$1,060,603	-0.1%
Net Income	$-295,047	$104,397	-3.8%

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

Volunteers

N/A

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

$84,515

Total Directors

$84,515

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mary Odbert	COO	20.00	Officer Director	$48,015	$0	$48,015
Elizabeth Helms	Founder/Directo	40.00	Officer Director	$36,500	$0	$36,500
Tom McCoy	Gov Affairs	10.00	Director	$0	$0	$0
Joan Werblun RN	Director	10.00	Director	$0	$0	$0
Sara Froelich	Director	10.00	Director	$0	$0	$0
Cindy Komar	Director	10.00	Director	$0	$0	$0
Mark Hobraczk	Director	10.00	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	$707,000	$1,002,047	$193,202	$-295,047
2023	$1,165,000	$1,060,603	$488,250	$104,397
2022	$865,000	$871,680	$376,141	$-6,680
2021	$690,000	$499,998	$387,482	$190,002
2020	$400,000	$230,020	$169,980	$169,980

Chronic Care Policy Alliance Elizabeth Helms