THE HIV AND HEPATITIS POLICY INSTITUTE (EIN 844147678) - 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

CARL E SCHMID II

Phone

2024623042

Tax Period

2023-01-01 to 2023-12-31

THE HIV AND HEPATITIS POLICY INSTITUTE, founded in 2019, is a community nonprofit in the Health Care sector that reported $1.3M in total revenue in fiscal year 2023. The organization ran a surplus of $276K, a strong 21% operating margin.

Mission

THE HIV AND HEPATITIS POLICY INSTITUTE PROMOTES QUALITY AND AFFORDABLE HEALTHCARE FOR PEOPLE LIVING WITH OR AT RISK OF HIV, HEPATITIS, AND OTHER SERIOUS CHRONIC HEALTH CONDITIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,300,000

Program Service Revenue $0

Investment Income $13,570

Other Revenue $0

TOTAL REVENUE $1,313,570

Expense Breakdown

Grants Paid $0

Salaries & Benefits $555,078

Fundraising Expenses $15,452

Program Expenses $910,136

Other Expenses $482,796

TOTAL EXPENSES $1,037,874

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,313,570	$1,257,550	+0.0%
Expenses	$1,037,874	$1,148,591	-0.1%
Net Income	$275,696	$108,959	+1.5%

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

$305,001

Total Directors

$305,001

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARL E SCHMID II	PRESIDENT/EX	60.00	Officer Director	$256,758	$48,243	$305,001
KEVIN HERWIG	HEALTH POLIC	40.00	Highest	$125,000	$16,963	$141,963
ERIN DARLING	DIRECTOR	N/A	Director	$0	$0	$0
MARC MEACHEM	DIRECTOR	N/A	Director	$0	$0	$0
JUSTIN C SMITH MS MPH	SECRETARY/DI	N/A	Officer Director	$0	$0	$0
RAFAELE NARVAEZ	DIRECTOR	N/A	Director	$0	$0	$0
REKHA RAMESH	TREASURER/DI	N/A	Officer Director	$0	$0	$0
ANDREW SPERLING	VICE PRESIDE	N/A	Director	$0	$0	$0
PAM TRAXEL	DIRECTOR	N/A	Director	$0	$0	$0
STEVEN R YOUNG	DIRECTOR	N/A	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	No data	No data	No data	No data
2023	$1,313,570	$1,037,874	$1,097,692	$275,696
2022	$1,257,550	$1,148,591	$821,996	$108,959
2021	$1,082,500	$630,631	$713,037	$451,869
2020	$722,300	$461,132	$261,168	$261,168

THE HIV AND HEPATITIS POLICY INSTITUTE